Est Tab

From UG

Revision as of 23:16, 5 November 2013 (edit) Alex (Talk | contribs) (→Component Description) ← Older edit		Revision as of 15:28, 14 November 2013 (edit) (undo) Andrei (Talk | contribs) Newer edit →
Line 19:		Line 19:
	* user can add and delete lines using '''Add''' and '''Remove''' buttons		* user can add and delete lines using '''Add''' and '''Remove''' buttons
-	=== Sales section ===	+	=== Table of Estimated Charge Codes ===
		+
		+	==== Sales section ====
	Columns related to estimated Sales.		Columns related to estimated Sales.
	* '''CC#'''		* '''CC#'''
-	** combobox with list of all charge codes defined in the system	+	** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
	** selected by user		** selected by user
	** required		** required
	* '''Unit'''		* '''Unit'''
-	* dropdown	+	** dropdown
	** see [[Sales Invoice#Unit]]		** see [[Sales Invoice#Unit]]
-	* '''DC'''	+	* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
	** checkbox		** checkbox
	** when checked Quantity/Rate/Amount will accomodate container entry		** when checked Quantity/Rate/Amount will accomodate container entry
Line 38:		Line 40:
	* '''Bill To Party'''		* '''Bill To Party'''
-	* Sale Quantity	+	* '''Sale Quantity'''
	** required		** required
	** pre-filled by system as defined in CC Admin > Quantity Field default to		** pre-filled by system as defined in CC Admin > Quantity Field default to
Line 63:		Line 65:
	* '''VAT'''		* '''VAT'''
-	=== Cost section ===	+	==== Cost section ====
	* '''Vendor'''		* '''Vendor'''

---

Revision as of 15:28, 14 November 2013

Contents 1 Info 2 Business Need 3 Component Description 3.1 General controls 3.2 Table of Estimated Charge Codes 3.2.1 Sales section 3.2.2 Cost section 3.3 Use cases 3.3.1 Main case 3.3.2 Updates to relevant fields on other tabs 3.3.3 Multi editing 3.3.4 Validation 3.3.4.1 Misc 4 SOWs

Info

Business Need

• To enter estimated charges (on sales side)
• Ops instructed to enter by Arrival date

Component Description

To enter charges user have to navigate to Est Tab.

User can add, remove, edit information in a table like format.

General controls

• user have to save changes using "Save" button
• user can add and delete lines using Add and Remove buttons

Table of Estimated Charge Codes

Sales section

Columns related to estimated Sales.

• CC#
  • combobox with list of all charge codes defined in the system
  • selected by user
  • required

• Unit
  • dropdown
  • see Sales Invoice#Unit

• DC - option to turn on/off the distribution by containers (for OCEAN CTs only)
  • checkbox
  • when checked Quantity/Rate/Amount will accomodate container entry

• Bill To Party

• Sale Quantity
  • required
  • pre-filled by system as defined in CC Admin > Quantity Field default to

• Sale Rate
  • required
  • entered by user

• Sale Amount
  • required
  • not editable
  • calculated by system: Sale Quantity X Sale Rate

• Curr
  • required
  • entered by user

• M/I

• CBV

• CT#

• VAT

Cost section

• Vendor
  • required
  • entered by user
  • combobox

• Cost Quantity
  • required
  • pre-filled by system as defined in CC Admin > Quantity Field default to

• Cost Rate
  • required
  • entered by user

• Cost Amount
  • required
  • not editable
  • calculated by system: Cost Quantity X Cost Rate

• Curr
  • required
  • entered by user

• M/I

• CBV

• CT#

• Office

• Description

Use cases

Main case

Create several lines. Click save

Updates to relevant fields on other tabs

Any values that are used on Est Tab and updated on other tabs of CT Editor (such as gross weight) should be updated on Est Tab and relevant amounts automatically re-calculated.

Multi editing

To change value for the same attribute (for example: Cost Curr) on multiple lines user can:

• select desired lines
• change value on one line

System will update this attribute for lines selected.

Validation

• Each line should have info for:
  • General + Sales Charges OR
  • General + Costs OR
  • General + Sales Charges + Costs

Misc

• this is for all MOTs

SOWs