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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==== Use in pdfs ====
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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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See [[Arrival Notice Air]] and [[Arrival Notice Ocean (User Guide)]].
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* '''Bill To Party'''
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Sales Charges should propagate into special section on above pdfs,
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* '''Sale 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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==== Copy TOC ====
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* '''Sale Rate'''
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** required
 +
** entered by user
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Copy TOC from Import Tab" feature.
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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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Idea is to re-use Sales Charges entered in Estimation module while creating sales invoices.
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* '''Curr'''
 +
** required
 +
** entered by user
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Existing feature but can be improved - present all lines in TOC from (Estimated) Sales Charges and allow user to select what lines are to be copied.
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* '''M/I'''
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==== User Interface ====
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* '''CBV'''
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* we see it as a one form that consists of one table with three sections:\
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* '''CT#'''
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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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* '''VAT'''
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** CC number (entered by user)
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** Description (pulled automatically)
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* '''Sales Charges''' and '''Costs''' sections have same columns except 1st column:
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==== Cost section ====
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** Bill To (in Sell Charges table) vs Vendor (in Costs table)
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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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Columns related to Estimated Cost.
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* Each line should have info for General + Sales Charges OR General + Costs
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* '''Vendor'''
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** required
 +
** entered by user
 +
** combobox
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==== UI Mock Up ====
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* '''Cost Quantity'''
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Not requested.
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** required
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<!-- [[File:Estimation module.JPG | 700px]] -->
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** pre-filled by system as defined in CC Admin > Quantity Field default to
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==== Misc ====
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* '''Cost Rate'''
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** required
 +
** entered by user
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* this is for all MOTs
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* '''Cost Amount'''
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* ideal location is Est Tab
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** required
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* possible future developments (ph 2,3):
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** not editable
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** Estimated P/L tab
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** calculated by system: Cost Quantity X Cost Rate
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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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* '''Curr'''
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** required
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** entered by user
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=== SOW 2 TMS charges should populate Est tab automatically ===
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* '''M/I'''
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'''mant''': 4062
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* '''CBV'''
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'''spec:''' below
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* '''CT#'''
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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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* '''Office'''
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'''Questions''':
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* '''Description'''
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* what cc code it will populate? I assume one of 15XX codes
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=== Use cases ===
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* do we distribute charges across CTs in the load? Based on what CBV type? Gross Weight?
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* charges that come from TMS are not editable in CT2 internal by operator? Or editable? Can they add lines too?
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==== Main case ====
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* what to post into :
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** Bill To (important! because that is how system will "link charges" on KPIs OR we need another logic in case of TMS)
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Create several lines. Click save
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*** idea: post Bill To that is set in E0 that is linked to TMS in the system
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** Descr
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==== Updates to relevant fields on other tabs ====
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** Qty
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** Rate
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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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** Currency
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 +
==== Multi editing ====
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To change value for the same attribute (for example: Cost Curr) on multiple lines user can:
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* select desired lines
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* change value on one line
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System will update this attribute for lines selected.
 +
 
 +
==== Validation ====
 +
 
 +
* Each line should have info for:  
 +
** General + Sales Charges OR
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** General + Costs OR
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** General + Sales Charges + Costs
 +
 
 +
===== Misc =====
 +
 
 +
* this is for all MOTs
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 +
== SOWs ==
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=== SOW 3 Automate entering container related charges into TOC ===
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=== SOW 1 Add Populate ETOC from selected CT ===
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'''mantis''': 4145
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mantis: '''0004375'''
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'''spec''':
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spec: see below
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TBD
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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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==== Warning on Container changes ====
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'''Details''' (per Marc):
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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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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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Do this only before the actual date of departure is set (correct?).
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* Populate Sale section only
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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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