Est Tab
From UG
(→Table of Estimated Charge Codes) |
(→SOW 1 Add Populate ETOC from selected CT) |
||
| (One intermediate revision not shown) | |||
| Line 132: | Line 132: | ||
== SOWs == | == SOWs == | ||
| + | |||
| + | === 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. | ||
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
- 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.
