Est Tab

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Revision as of 02:09, 10 May 2013 (edit) Alex (Talk | contribs) (→This is a refactoring) ← 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.
-	==== Intro ====	+	=== General controls ===
-	===== Core need =====	+	* user have to save changes using "Save" button
		+	* user can add and delete lines using '''Add''' and '''Remove''' buttons
-	Gore need is to create new way of submitting estimated sales and cost.	+	=== Table of Estimated Charge Codes ===
-	Motivation behind it: data collected will be used in various reports: CPU KPIs, Total Cost, etc.	+	==== Sales section ====
-	Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).	+	Columns related to Estimated Sales.
-	===== This is a refactoring =====	+	* '''CC#'''
		+	** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
		+	** selected by user
		+	** required
-	We need to re-work what we have in two places.	+	* '''Unit'''
		+	** dropdown
		+	** see [[Sales Invoice#Unit]]
-	* remove/rework existing code on Est Tab (on CT Editor)	+	* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
-	* incorporate estimation form features on Imp tab into a new module	+	** checkbox
-	* remove related existing functionality on Imp Tab	+	** when checked Quantity/Rate/Amount will accomodate container entry
-	==== UI ====	+	* '''Bill To Party'''
-	<!--old:  [[File:Estimation module.JPG | 700px]] -->	+
-	Below are post implementation screen shots.	+	* '''Sale Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	===== Figure 1 =====	+	* '''Sale Rate'''
		+	** required
		+	** entered by user
-	UI without container charges:	+	* '''Sale Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Sale Quantity X Sale Rate
-	[[File:Est tab new.JPG | 800px]]	+	* '''Curr'''
		+	** required
		+	** entered by user
-	===== Figure 2 =====	+	* '''M/I'''
-	UI with container charges:	+	* '''CBV'''
-	[[File:Est tab new w cont.JPG | 800px]]	+	* '''CT#'''
-	==== Functionality ====	+	* '''VAT'''
-	To enter charges user have to navigate to Est Tab.	+	==== Cost section ====
-	There he can add, remove, edit information in a table like format.	+	Columns related to Estimated Cost.
-	===== General controls =====	+	* '''Vendor'''
		+	** required
		+	** entered by user
		+	** combobox
-	See Section A on [[#Figure 1]].	+	* '''Cost Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	* user have to save changes using "Save" button	+	* '''Cost Rate'''
-	* user can add and delete lines	+	** required
		+	** entered by user
-	===== Interface for non 13xx codes =====	+	* '''Cost Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Cost Quantity X Cost Rate
-	In this case table has the following columns:	+	* '''Curr'''
		+	** required
		+	** entered by user
-	'''Section B1:'''	+	* '''M/I'''
-	* CC#	+	* '''CBV'''
-	* Unit	+
-	'''Section B2:'''	+	* '''CT#'''
-	* Vendor	+	* '''Office'''
-	* Cost Quantity	+
-	* Cost Rate	+
-	* Cost Amount	+
-	* Cost Curr	+
-	'''Section B3:'''	+	* '''Description'''
-	* Bill To Party	+	=== Use cases ===
-	* Sale Quantity	+
-	* Sale Rate	+
-	* Sale Amount	+
-	* Sale Curr	+
-	*	+
-	'''Section B4:'''	+	==== Main case ====
-	* VAT	+	Create several lines. Click save
-	* P/L, USD	+
-	* Description	+
-	'''Section C:'''	+	==== Updates to relevant fields on other tabs ====
-	Displays totals for:	+	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.
-	* Cost Amount	+
-	* Sale Amount	+
-	* P/L, USD	+
-	===== Interface for 13xx codes =====	+	==== Multi editing ====
-		+
-	In this case interface is slightly different to accommodate entering container info - see [[#Automate entering container related charges into TOC]]	+
-		+
-	===== Multi editing =====	+
	To change value for the same attribute (for example: Cost Curr) on multiple lines user can:		To change value for the same attribute (for example: Cost Curr) on multiple lines user can:
Line 113:		Line 120:
	System will update this attribute for lines selected.		System will update this attribute for lines selected.
-	===== Validation =====	+	==== Validation ====
	* Each line should have info for:		* Each line should have info for:
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	* this is for all MOTs		* this is for all MOTs
-	* ideal location is Est Tab
-	* use [[Combobox#v2]]
-	==== Automate entering container related charges into TOC ====	+	== SOWs ==
-		+
-	* New version of TOC should have automation for entering container related charges.	+
-		+
-	* System will pre-fill TOC with container related information:	+
-	** 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; it will pre-fill number of such combinations and allow to enter rate per each size/type	+
-	** system would also add line for totals	+
-		+
-	* see [[#Figure 2]]	+
-		+
-	===== DC column =====	+
-		+
-	Sometimes we need to enter '''ONE''' line per 13** code.	+
-		+
-	To do that user have to check "DC" column. After it is checked system will change screen to offer only one line (as with non 13** codes).	+
-		+
-	===== Container updates =====	+
-		+
-	Provide user who deletes, adds containers to shipment a warning that these operations might affect content of Est Tab.	+
-		+
-	If user insists then system will update Est Tab accordingly.	+
-		+
-	=== SOW 2 TMS charges should populate Est tab automatically ===	+
-		+
-	'''mant''': 4062	+
-		+
-	'''spec:''' below	+
-		+
-	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.	+
-		+
-	* what cc code it will populate:	+
-	** Freight: 1505	+
-	** Other: 1506	+
-		+
-	* do we distribute charges across CTs in the load?	+
-	** yes, Based on CBV type = Gross Weight	+
-		+
-	* charges that come from TMS are editable in CT2 internal by operator	+
-		+
-	* Bill To: post Bill To that is set in E0 that is linked to TMS in the system	+
-		+
-	* Description = associated with CC	+
-		+
-	* Qty = 1	+
-		+
-	* Rate = value from TMS	+
-		+
-	* Currency = main currency in the system (USD)	+
-		+
-	=== SOW 3 Automate entering container related charges into TOC ===	+
-		+
-	'''mantis''': 4145	+
-		+
-	'''spec''':	+
-		+
-	This was merged into SOW 1. See [[#Automate entering container related charges into TOC]].	+
-		+
-	=== SOW 4 Changes to Arrival Notices pdfs ===	+
-		+
-	'''mantis''':  4150	+
-		+
-	'''spec''':	+
-		+
-	Estimated Sales Charges should propagate from Est Tab into "Table Of Charges" section on these pdfs:	+
-		+
-	* [[Arrival Notice Air]]	+
-	* [[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.	+
-		+
-	There is one change in functionality - pdf template should:	+
-		+
-	* show what Bill To party each line is linked to	+
-	* provide a choice to add/remove TOC lines associated with specific Bill To parties	+
-		+
-	=== SOW 5 Sales Invoice v2 ===	+
-		+
-	'''mantis''':  4149	+
-		+
-	'''spec''':	+
-		+
-	Changes to [[Sales Invoice]] component logic:	+
-		+
-	* [[#Entering container related charges]] (see below)	+
-	* [[#Copy TOC from Est Tab]] (see below)	+
-	* [[#Changes to pdf]]	+
-		+
-	==== Entering container related charges ====	+
-		+
-	Add the following logic to TOC on Sales Invoice: [[#SOW 3 Automate entering container related charges into TOC]].	+
-		+
-	==== 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.