Est Tab

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[[Category:2013]]
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[[Category:Acc]]
== Info ==
== Info ==
-
*  0004050: [DR/KPI] Estimation of Sales and Cost
+
== Business Need ==
-
== SOWs ==
+
* To enter estimated charges (on sales side)
 +
* Ops instructed to enter by Arrival date
-
=== SOW 1 Re-design estimation module ===
+
== Component Description ==
-
'''mantis''':
+
To enter charges user have to navigate to Est Tab.
-
'''spec''': see below
+
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 Code Admin |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 ====
 +
 
 +
Columns related to Estimated Cost.
 +
 
 +
* '''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 ==
-
In a nutshell:
+
=== SOW 1 Add Populate ETOC from selected CT ===
-
# create new way of submitting estimated sales and cost
+
mantis: '''0004375'''
-
# remove/rework existing code (that links to what we have on Est Tab)
+
-
# position Est Form on Est Tab (CT Editor)
+
-
# incorporate estimation form on Imp tab into a new module
+
-
# data collected will be used in various reports: CPU KPIs, etc
+
-
# also ** WE NEED A LINK BETWEEN "E0 CLIENT" AND "BILL TO PARTIES"
+
-
At a user level:
+
spec: see below
-
* it has one form that consists of two TOCs:
+
'''Requirements''':
-
** sales
+
* Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
-
** cost
+
* Sales part only
-
* these 2 tables are unrelated
+
-
* tables have same columns except 2nd column:
+
-
** CC
+
-
** Bill To (in Sell Charges table) vs Vendor (in Costs table)
+
-
** Description
+
-
** Qty
+
-
** Rate
+
-
** Amount
+
-
** currency
+
-
* See mock up below:
+
-
[[File:Estimation module.JPG | 700px]]
+
'''Details''' (per Marc):
-
=== SOW 2 ===
+
Add button "Select ETOC from CT#" + textbox
 +
Once user enters CT# and clicks button system should populate data from ETOC from CT#2. See details below.
-
=== SOW 3 ===
+
* Populate Sale section only
 +
* Populate all columns except Q
 +
* Pre-fill Q as usual for current record
 +
* Populate only lines created by current user office
 +
* Only allow copy from same E0 and same MOT
 +
* In case of Containers: pull rates for cont size/type that match; if no mach then leave rate as 0.

Current revision as of 03:00, 21 November 2013


Contents

[edit] Info

[edit] Business Need

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

[edit] Component Description

To enter charges user have to navigate to Est Tab.

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

[edit] General controls

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

[edit] Table of Estimated Charge Codes

[edit] Sales section

Columns related to Estimated Sales.

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

[edit] Cost section

Columns related to Estimated Cost.

  • 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

[edit] Use cases

[edit] Main case

Create several lines. Click save

[edit] 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.

[edit] 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.

[edit] Validation

  • Each line should have info for:
    • General + Sales Charges OR
    • General + Costs OR
    • General + Sales Charges + Costs
[edit] Misc
  • this is for all MOTs

[edit] SOWs

[edit] SOW 1 Add Populate ETOC from selected CT

mantis: 0004375

spec: see below

Requirements:

  • Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
  • Sales part only

Details (per Marc):

Add button "Select ETOC from CT#" + textbox Once user enters CT# and clicks button system should populate data from ETOC from CT#2. See details below.

  • Populate Sale section only
  • Populate all columns except Q
  • Pre-fill Q as usual for current record
  • Populate only lines created by current user office
  • Only allow copy from same E0 and same MOT
  • In case of Containers: pull rates for cont size/type that match; if no mach then leave rate as 0.
Retrieved from "https://wiki.jaguarfreight.com/Est_Tab"
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