Est Tab

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[[Category:2013]]
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[[Category:Acc]]
== Info ==
== Info ==
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* 0004050: [DR/KPI] Estimation of Sales and Cost
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== Business Need ==
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== SOWs ==
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* To enter estimated charges (on sales side)
 +
* Ops instructed to enter by Arrival date
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=== SOW 1 Re-design estimation module ===
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== Component Description ==
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'''mantis''': 4050
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To enter charges user have to navigate to Est Tab.
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'''spec''': below
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User can add, remove, edit information in a table like format.
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==== Core need ====
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=== General controls ===
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Gore need is to create new way of submitting estimated sales and cost.
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* user have to save changes using "Save" button
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* user can add and delete lines using '''Add''' and '''Remove''' buttons
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Motivation behind it: data collected will be used in various reports: CPU KPIs, Total Cost, etc.
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=== Table of Estimated Charge Codes ===
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Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).
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==== Sales section ====
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==== This is a refactoring ====
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Columns related to Estimated Sales.
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We need to re-work what we have in two places.
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* '''CC#'''
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** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
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** selected by user
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** required
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* remove/rework existing code on Est Tab (on CT Editor)
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* '''Unit'''
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* incorporate estimation form features on Imp tab into a new module
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** dropdown
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* remove existing functionality on Imp Tab
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** see [[Sales Invoice#Unit]]
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==== User Interface ====
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* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
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** checkbox
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** when checked Quantity/Rate/Amount will accomodate container entry
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* we see it as a one form that consists of one table with three sections:\
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* '''Bill To Party'''
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** General
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** Sale Charges
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** Costs
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* '''General''' section has:
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* '''Sale Quantity'''
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** CC number (entered by user)
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** required
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** Description (pulled automatically)
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** pre-filled by system as defined in CC Admin > Quantity Field default to
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* '''Sales Charges''' and '''Costs''' sections have same columns except 1st column:
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* '''Sale Rate'''
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** required
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** Bill To (in Sell Charges table) vs Vendor (in Costs table)
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** entered by user
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** Qty
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** Rate
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** Amount
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** currency
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==== Validation ====
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* '''Sale Amount'''
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** required
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** not editable
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** calculated by system: Sale Quantity X Sale Rate
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* Each line should have info for:
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* '''Curr'''
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** General + Sales Charges OR
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** required
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** General + Costs OR
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** entered by user
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** General + Sales Charges + Costs
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==== UI Mock Up ====
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* '''M/I'''
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Not requested.
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<!-- [[File:Estimation module.JPG | 700px]] -->
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==== Misc ====
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* '''CBV'''
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* this is for all MOTs
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* '''CT#'''
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* ideal location is Est Tab
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* possible future developments (ph 2,3):
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** Estimated P/L tab
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** Estimated numbers added to P/L Report
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** D/B report  for Arrived but not Estimated
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==== Questions ====
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* '''VAT'''
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=== SOW 2 TMS charges should populate Est tab automatically ===
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==== Cost section ====
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'''mant''': 4062
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Columns related to Estimated Cost.
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'''spec:''' below
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* '''Vendor'''
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** required
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** entered by user
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** combobox
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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.
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* '''Cost Quantity'''
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** required
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** pre-filled by system as defined in CC Admin > Quantity Field default to
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* what cc code it will populate:
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* '''Cost Rate'''
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** Freight: 1505
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** required
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** Other: 1506
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** entered by user
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* do we distribute charges across CTs in the load?
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* '''Cost Amount'''
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** yes, Based on CBV type = Gross Weight
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** required
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** not editable
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** calculated by system: Cost Quantity X Cost Rate
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* charges that come from TMS are editable in CT2 internal by operator
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* '''Curr'''
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** required
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** entered by user
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* Bill To: post Bill To that is set in E0 that is linked to TMS in the system
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* '''M/I'''
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* Description = associated with CC
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* '''CBV'''
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* Qty = 1
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* '''CT#'''
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* Rate = value from TMS
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* '''Office'''
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* Currency = main currency in the system (USD)
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* '''Description'''
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=== SOW 3 Automate entering container related charges into TOC ===
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=== Use cases ===
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'''mantis''': 4145
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==== Main case ====
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'''spec''':
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Create several lines. Click save
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TBD
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==== Updates to relevant fields on other tabs ====
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==== Warning on Container changes ====
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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.
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Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.
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==== Multi editing ====
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Do this only before the actual date of departure is set (correct?).
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To change value for the same attribute (for example: Cost Curr) on multiple lines user can:
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=== SOW 4 Changes to Arrival Notices pdfs ===
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* select desired lines
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* change value on one line
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'''mantis''': 
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System will update this attribute for lines selected.
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'''spec''':
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==== Validation ====
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Estimated Sales Charges should propagate from Est Tab into "Table Of Charges" section on these pdfs:
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* Each line should have info for:
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** General + Sales Charges OR
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** General + Costs OR
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** General + Sales Charges + Costs
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* [[Arrival Notice Air]]
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===== Misc =====
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* [[Arrival Notice Ocean]]
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We already have similar functionality but TOC is copied from Imp Tab which is to be replaced by TOC on Est tab.
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* this is for all MOTs
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There is one change in functionality - pdf template should:
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== SOWs ==
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* show what Bill To party each line is linked to
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* provide a choice to add/remove TOC lines associated with specific Bill To parties
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=== SOW 5 Sales Invoice v2 ===
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'''mantis''': 
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'''spec''':
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Changes to [[Sales Invoice]] component logic:
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* [[#Entering container related charges]]
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* [[#Copy TOC from Est Tab]]
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==== Entering container related charges ====
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=== SOW 1 Add Populate ETOC from selected CT ===
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Add the following logic to TOC on Sales Invoice: [[#SOW 3 Automate entering container related charges into TOC]].
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mantis: '''0004375'''
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==== Copy TOC from Est Tab ====
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spec: see below
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Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.
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'''Requirements''':
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* Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
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* Sales part only
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Now there is identical functionality but for copying from TOC on Imp Tab. This TOC is to be removed. So instead we should copy from Est Tab.
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'''Details''' (per Marc):
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When user clicks "Copy TOC from Est tab" TOC lines '''that are linked to selected on Sales Invoice Bill To Party''' will be copied into TOC on Sales Invoice.
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Add button "Select ETOC from CT#" + textbox
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Once user enters CT# and clicks button system should populate data from ETOC from CT#2. See details below.
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If there are some records already on Sales TOC then system will prompt the user: "
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* Populate Sale section only
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Delete existing Charge Codes ?" providing a choice to overwrite or append.
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* Populate all columns except Q
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* Pre-fill Q as usual for current record
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* Populate only lines created by current user office
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* Only allow copy from same E0 and same MOT
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* 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.
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