Est Tab

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Revision as of 00:51, 10 May 2013 (edit) Alex (Talk | contribs) (→UI) ← 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	+
-		+
-	'''spec''': below	+
-		+
-	==== Intro ====	+
-		+
-	===== Core need =====	+
-		+
-	Gore need is to create new way of submitting estimated sales and cost.	+
-		+
-	Motivation behind it: data collected will be used in various reports: CPU KPIs, Total Cost, etc.	+
-		+
-	Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).	+
-		+
-	===== This is a refactoring =====	+
-		+
-	We need to re-work what we have in two places.	+
-		+
-	* remove/rework existing code on Est Tab (on CT Editor)	+
-	* incorporate estimation form features on Imp tab into a new module	+
-	* remove existing functionality on Imp Tab	+
-		+
-	==== UI ====	+
-	<!--old:  [[File:Estimation module.JPG | 700px]] -->	+
-		+
-	Below are post implementation screen shots.	+
-		+
-	===== UI without container charges =====	+
-		+
-	[[File:Est tab new.JPG | 800px]]	+
-		+
-	===== UI with container charges =====	+
-		+
-	[[File:Est tab new w cont.JPG | 800px]]	+
-		+
-	==== Functionality ====	+
	To enter charges user have to navigate to Est Tab.		To enter charges user have to navigate to Est Tab.
-	===== Validation =====	+	User can add, remove, edit information in a table like format.
-	* Each line should have info for:	+	=== General controls ===
-	** General + Sales Charges OR	+
-	** General + Costs OR	+
-	** General + Sales Charges + Costs	+
-	===== Misc =====	+	* user have to save changes using "Save" button
		+	* user can add and delete lines using '''Add''' and '''Remove''' buttons
-	* this is for all MOTs	+	=== Table of Estimated Charge Codes ===
-	* ideal location is Est Tab	+
-	* use [[Combobox#v2]]	+
-	==== Automate entering container related charges into TOC ====	+	==== Sales section ====
-	New version of TOC should have automation for entering container related charges.	+	Columns related to Estimated Sales.
-	System should pre-fill TOC with container related information:	+	* '''CC#'''
-	* for every "FCL related charge code" (hardcoded to 13**) that user enters system would add automatically as many lines as there are size/type combinations for assigned containers currently in a shipment.	+	** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
-	* field '''Q''' would show how many containers of particular size/type exists	+	** selected by user
-	* as usual '''R''' would be entered by operator	+	** required
-	* '''Description''' field should contain in this case not only CC Description as usual but also comment what containers/how many/rate this line is referring to	+
-	'''Exg rate:''' use standard logic	+	* '''Unit'''
		+	** dropdown
		+	** see [[Sales Invoice#Unit]]
-	'''P/L column:''' add this column. Show values per container.	+	* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
		+	** checkbox
		+	** when checked Quantity/Rate/Amount will accomodate container entry
-	===== Container changes =====	+	* '''Bill To Party'''
-	System should update Est tab after/if containers table has changed.	+	* '''Sale Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	Use already entered R and Q to re-calculate.	+	* '''Sale Rate'''
		+	** required
		+	** entered by user
-	Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.	+	* '''Sale Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Sale Quantity X Sale Rate
-	=== SOW 2 TMS charges should populate Est tab automatically ===	+	* '''Curr'''
		+	** required
		+	** entered by user
-	'''mant''': 4062	+	* '''M/I'''
-	'''spec:''' below	+	* '''CBV'''
-	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.	+	* '''CT#'''
-	* what cc code it will populate:	+	* '''VAT'''
-	** Freight: 1505	+
-	** Other: 1506	+
-	* do we distribute charges across CTs in the load?	+	==== Cost section ====
-	** yes, Based on CBV type = Gross Weight	+
-	* charges that come from TMS are editable in CT2 internal by operator	+	Columns related to Estimated Cost.
-	* Bill To: post Bill To that is set in E0 that is linked to TMS in the system	+	* '''Vendor'''
		+	** required
		+	** entered by user
		+	** combobox
-	* Description = associated with CC	+	* '''Cost Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	* Qty = 1	+	* '''Cost Rate'''
		+	** required
		+	** entered by user
-	* Rate = value from TMS	+	* '''Cost Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Cost Quantity X Cost Rate
-	* Currency = main currency in the system (USD)	+	* '''Curr'''
		+	** required
		+	** entered by user
-	=== SOW 3 Automate entering container related charges into TOC ===	+	* '''M/I'''
-	'''mantis''': 4145	+	* '''CBV'''
-	'''spec''':	+	* '''CT#'''
-	This was merged into SOW 1. See [[#Automate entering container related charges into TOC]].	+	* '''Office'''
-	=== SOW 4 Changes to Arrival Notices pdfs ===	+	* '''Description'''
-	'''mantis''':  4150	+	=== Use cases ===
-	'''spec''':	+	==== Main case ====
-	Estimated Sales Charges should propagate from Est Tab into "Table Of Charges" section on these pdfs:	+	Create several lines. Click save
-	* [[Arrival Notice Air]]	+	==== Updates to relevant fields on other tabs ====
-	* [[Arrival Notice Ocean]]	+
-	We already have similar functionality but TOC is copied from Imp Tab which is to be replaced by TOC on Est tab.	+	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.
-	There is one change in functionality - pdf template should:	+	==== Multi editing ====
-	* show what Bill To party each line is linked to	+	To change value for the same attribute (for example: Cost Curr) on multiple lines user can:
-	* provide a choice to add/remove TOC lines associated with specific Bill To parties	+
-	=== SOW 5 Sales Invoice v2 ===	+	* select desired lines
		+	* change value on one line
-	'''mantis''':  4149	+	System will update this attribute for lines selected.
-	'''spec''':	+	==== Validation ====
-	Changes to [[Sales Invoice]] component logic:	+	* Each line should have info for:
		+	** General + Sales Charges OR
		+	** General + Costs OR
		+	** General + Sales Charges + Costs
-	* [[#Entering container related charges]] (see below)	+	===== Misc =====
-	* [[#Copy TOC from Est Tab]] (see below)	+
-	* [[#Changes to pdf]]	+
-	==== Entering container related charges ====	+	* this is for all MOTs
-	Add the following logic to TOC on Sales Invoice: [[#SOW 3 Automate entering container related charges into TOC]].	+	== SOWs ==
-		+
-	==== Copy TOC from Est Tab ====	+
-		+
-	Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.	+
-		+
-	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.	+
-		+
-	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.	+
-		+
-	If there are some records already on Sales TOC then system will prompt the user: "	+
-	Delete existing Charge Codes ?" providing a choice to overwrite or append.	+
-	==== Changes to pdf ====	+	=== SOW 1 Add Populate ETOC from selected CT ===
-	* Add Q and R columns	+	mantis: '''0004375'''
-	* Add unit of measurement	+
-	* increase space between lines	+
-	* make font in Header smaller	+
-	===== SOW 5 UAT feedbacks =====	+	spec: see below
-	* Unit of measurement:	+	'''Requirements''':
-	** Remove '''Unit''' column from pdf.	+	* Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
-	** Add unit value to the right of Quantity value.	+	* Sales part only
-	** Name unit of measurements accordingly to the following mapping CBV type -> Unit	+
-	Count -> Flat	+	'''Details''' (per Marc):
-	Gross KG -> KG	+
-	Chargeable KG -> CWT KG	+
-	CBM -> CBM	+
-	* Add VAT column to Est tab (as on Sales Inv now)	+	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 5 PI Notes =====	+	* 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.