Est Tab

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Revision as of 18:45, 18 April 2013 (edit) Alex (Talk | contribs) (→SOW 3 Automate entering container related charges) ← Older edit		Current revision as of 03:00, 21 November 2013 (edit) (undo) Alex (Talk | contribs) (→SOW 1 Add Populate ETOC from selected CT)
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-	[[Category:2013]]	+	[[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''': 4050	+	To enter charges user have to navigate to Est Tab.
-	'''spec''': below	+	User can add, remove, edit information in a table like format.
-	==== Core need ====	+	=== General controls ===
-	Gore need is to create new way of submitting estimated sales and cost.	+	* user have to save changes using "Save" button
		+	* user can add and delete lines using '''Add''' and '''Remove''' buttons
-	Motivation behind it: data collected will be used in various reports: CPU KPIs, Total Cost, etc.	+	=== Table of Estimated Charge Codes ===
-	Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).	+	==== Sales section ====
-	==== This is a refactoring ====	+	Columns related to Estimated Sales.
-	We need to re-work what we have in two places.	+	* '''CC#'''
		+	** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
		+	** selected by user
		+	** required
-	* remove/rework existing code on Est Tab (on CT Editor)	+	* '''Unit'''
-	* incorporate estimation form features on Imp tab into a new module	+	** dropdown
-	** use in pdfs (Arrival Notices)	+	** see [[Sales Invoice#Unit]]
-	** "copy TOC from Import Tab" feature	+
-	** remove this from Imp	+
-	==== User Interface ====	+	* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
		+	** checkbox
		+	** when checked Quantity/Rate/Amount will accomodate container entry
-	* we see it as a one form that consists of two tables:	+	* '''Bill To Party'''
-	** Sale Charges	+
-	** Costs	+
-	* these 2 tables are unrelated	+	* '''Sale Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	* tables have same columns except 2nd column:	+	* '''Sale Rate'''
-	** CC	+	** required
-	** Bill To (in Sell Charges table) vs Vendor (in Costs table)	+	** entered by user
-	** Description	+
-	** Qty	+
-	** Rate	+
-	** Amount	+
-	** currency	+
-	==== UI Mock Up ====	+	* '''Sale Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Sale Quantity X Sale Rate
-	[[File:Estimation module.JPG | 700px]]	+	* '''Curr'''
		+	** required
		+	** entered by user
-	==== Misc ====	+	* '''M/I'''
-	* this is for all MOTs	+	* '''CBV'''
-	* ideal location is Est Tab	+
-	* possible future developments (ph 2,3):	+
-	** Estimated P/L tab	+
-	** Estimated numbers added to P/L Report	+
-	** D/B report  for Arrived but not Estimated	+
-	==== Questions ====	+	* '''CT#'''
-	=== SOW 2 TMS charges should populate Est tab automatically ===	+	* '''VAT'''
-	'''mant''': 4062	+	==== 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 ==
-	'''spec:''' below	+	=== SOW 1 Add Populate ETOC from selected CT ===
-	Every time we get XML with charges from Desc TMS we store them in DB. At the same time we should display them on Est Tab.	+	mantis: '''0004375'''
-	'''Questions''':	+	spec: see below
-	* what cc code it will populate? I assume one of 15XX codes	+	'''Requirements''':
-	* do we distribute charges across CTs in the load? Based on what CBV type? Gross Weight?	+	* Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
-	* charges that come from TMS are not editable in CT2 internal by operator? Or editable? Can they add lines too?	+	* Sales part only
-	* what to post into :	+
-	** Bill To (important! because that is how system will "link charges" on KPIs OR we need another logic in case of TMS)	+
-	*** idea: post Bill To that is set in E0 that is linked to TMS in the system	+
-	** Descr	+
-	** Qty	+
-	** Rate	+
-	** Currency	+
-	=== SOW 3 Automate entering container related charges into TOC ===	+	'''Details''' (per Marc):
-	'''mantis''':	+	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.
-	'''spec''':	+	* 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 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 4.1 SOW 1 Add Populate ETOC from selected CT

[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

• 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

[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.