Est Tab

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Revision as of 01:33, 10 May 2013 (edit) Alex (Talk | contribs) (→Automate entering container related charges into TOC) ← 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 ===	+
-		+
-	'''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.	+
-		+
-	===== Figure 1 =====	+
-		+
-	UI without container charges:	+
-		+
-	[[File:Est tab new.JPG | 800px]]	+
-		+
-	===== Figure 2 =====	+
-		+
-	UI with container charges:	+
-		+
-	[[File:Est tab new w cont.JPG | 800px]]	+
-	==== Functionality ====	+	== Component Description ==
	To enter charges user have to navigate to Est Tab.		To enter charges user have to navigate to Est Tab.
		+	User can add, remove, edit information in a table like format.
		+	=== General controls ===
-	===== Interface for 13xx codes =====	+	* user have to save changes using "Save" button
		+	* user can add and delete lines using '''Add''' and '''Remove''' buttons
-	In this case interface is slightly different to accommodate entering container info - see [[#Automate entering container related charges into TOC]]	+	=== Table of Estimated Charge Codes ===
-	===== Multi editing =====	+	==== Sales section ====
-	To change value for the same attribute (for example: Cost Curr) on multiple lines user can:	+	Columns related to Estimated Sales.
-	* select desired lines	+	* '''CC#'''
-	* change value on one line	+	** combobox with list of all [[Charge Code Admin |charge codes]] defined in the system
		+	** selected by user
		+	** required
-	System will update this attribute for lines selected.	+	* '''Unit'''
		+	** dropdown
		+	** see [[Sales Invoice#Unit]]
-	===== Validation =====	+	* '''DC''' - option to turn on/off the distribution by containers (for OCEAN CTs only)
		+	** checkbox
		+	** when checked Quantity/Rate/Amount will accomodate container entry
-	* Each line should have info for:	+	* '''Bill To Party'''
-	** General + Sales Charges OR	+
-	** General + Costs OR	+
-	** General + Sales Charges + Costs	+
-	===== Misc =====	+	* '''Sale Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	* this is for all MOTs	+	* '''Sale Rate'''
-	* ideal location is Est Tab	+	** required
-	* use [[Combobox#v2]]	+	** entered by user
-	==== Automate entering container related charges into TOC ====	+	* '''Sale Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Sale Quantity X Sale Rate
-	* New version of TOC should have automation for entering container related charges.	+	* '''Curr'''
		+	** required
		+	** entered by user
-	* System will pre-fill TOC with container related information:	+	* '''M/I'''
-	** 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]]	+	* '''CBV'''
-	===== DC column =====	+	* '''CT#'''
-	Sometimes we need to enter '''ONE''' line per 13** code.	+	* '''VAT'''
-	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).	+	==== Cost section ====
-	===== Container updates =====	+	Columns related to Estimated Cost.
-	Provide user who deletes, adds containers to shipment a warning that these operations might affect content of Est Tab.	+	* '''Vendor'''
		+	** required
		+	** entered by user
		+	** combobox
-	If user insists then system will update Est Tab accordingly.	+	* '''Cost Quantity'''
		+	** required
		+	** pre-filled by system as defined in CC Admin > Quantity Field default to
-	=== SOW 2 TMS charges should populate Est tab automatically ===	+	* '''Cost Rate'''
		+	** required
		+	** entered by user
-	'''mant''': 4062	+	* '''Cost Amount'''
		+	** required
		+	** not editable
		+	** calculated by system: Cost Quantity X Cost Rate
-	'''spec:''' below	+	* '''Curr'''
		+	** required
		+	** entered by user
-	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.	+	* '''M/I'''
-	* what cc code it will populate:	+	* '''CBV'''
-	** Freight: 1505	+
-	** Other: 1506	+
-	* do we distribute charges across CTs in the load?	+	* '''CT#'''
-	** yes, Based on CBV type = Gross Weight	+
-	* charges that come from TMS are editable in CT2 internal by operator	+	* '''Office'''
-	* Bill To: post Bill To that is set in E0 that is linked to TMS in the system	+	* '''Description'''
-	* Description = associated with CC	+	=== Use cases ===
-	* Qty = 1	+	==== Main case ====
-	* Rate = value from TMS	+	Create several lines. Click save
-	* Currency = main currency in the system (USD)	+	==== Updates to relevant fields on other tabs ====
-	=== SOW 3 Automate entering container related charges into TOC ===	+	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.
-	'''mantis''': 4145	+	==== Multi editing ====
-	'''spec''':	+	To change value for the same attribute (for example: Cost Curr) on multiple lines user can:
-	This was merged into SOW 1. See [[#Automate entering container related charges into TOC]].	+	* select desired lines
		+	* change value on one line
-	=== SOW 4 Changes to Arrival Notices pdfs ===	+	System will update this attribute for lines selected.
-	'''mantis''':  4150	+	==== Validation ====
-	'''spec''':	+	* Each line should have info for:
		+	** General + Sales Charges OR
		+	** General + Costs OR
		+	** General + Sales Charges + Costs
-	Estimated Sales Charges should propagate from Est Tab into "Table Of Charges" section on these pdfs:	+	===== Misc =====
-	* [[Arrival Notice Air]]	+	* this is for all MOTs
-	* [[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.	+	== SOWs ==
-		+
-	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.