|
|
| Line 5: |
Line 5: |
| | 0002690: [Rates DB] ..... <project> | | 0002690: [Rates DB] ..... <project> |
| | | | |
| - | ==Business Analysis and Requirements== | + | == Glossary == |
| | + | |
| | + | [[cat#Rates DB]] |
| | + | |
| | + | == Business Analysis and Requirements == |
| | + | |
| | ''To be written by BA. This section should cover Needs, Requirements, Background. Also could include Glossary, existing business workflow, cases, etc'' | | ''To be written by BA. This section should cover Needs, Requirements, Background. Also could include Glossary, existing business workflow, cases, etc'' |
| | | | |
| Line 11: |
Line 16: |
| | | | |
| | Each MOT has its own wiki: | | Each MOT has its own wiki: |
| - | * [[Rates DB Air]] | + | * [[Rates DB Air]] - includes general non-MOT specific requirements |
| - | | + | |
| - | | + | |
| - | ---- | + | |
| - | | + | |
| - | ----
| + | |
| - | | + | |
| - | | + | |
| - | "Rates DB" is a code name for tariff and contract management system with additional functionality that will affect multiple modules of CT2.
| + | |
| - | | + | |
| - | ==Business Information==
| + | |
| - | | + | |
| - | Currently there seems to be no standard in obtaining or maintaining rates. When a rate is required, operators will obtain the rates either by, searching online tariffs, searching rate management systems (Rate Explorer), sending an email request, telephone calls, searching previous emails, searching documents saved on their desktop or manually looking through paper copies of contracts or tariffs. This is currently being done by various employees with little sharing of the information.
| + | |
| - | | + | |
| - | Creating a database should allow operators throughout the organization (including overseas offices) to share and compare this information.
| + | |
| - | | + | |
| - | The system should be able to provide quick user friendly access to all current costs.
| + | |
| - | | + | |
| - | | + | |
| - | It is required to create a data base that would maintain rates for each MOT. Each MOT will be handled individually.
| + | |
| - | | + | |
| - | *Ocean FCL
| + | |
| - | *Ocean LCL
| + | |
| - | *Air
| + | |
| - | *Trucking
| + | |
| - | **Customs to also be handled separately.
| + | |
| - | | + | |
| - | The database would be used for various reasons
| + | |
| - | | + | |
| - | ==Maintaining cost rates==
| + | |
| - | | + | |
| - | We need a system capable of adding, editing, deleting, listing, searching, sorting, querying various rates.
| + | |
| - | | + | |
| - | Each MOT will have its own rates structures and formulas necessary to maintain these rates and will be defined in those separate articles.
| + | |
| - | | + | |
| - | It is possible that each rate may have multiple variables.(minimums, maximums, weight breaks, etc...)
| + | |
| - | | + | |
| - | Rates will be linked to a specific vendor and description.
| + | |
| - | | + | |
| - | The system will also need to capture accessorial charges, which will also be defined per MOT.
| + | |
| - | | + | |
| - | ===Uses===
| + | |
| - | *Searched by Jaguar employees to
| + | |
| - | **Compare costs for different vendors
| + | |
| - | **Quote costs based on the costs saved in the system
| + | |
| - | | + | |
| - | *Searching Vendors or Carriers
| + | |
| - | **Searched by Jaguar employees to compare carriers
| + | |
| - | | + | |
| - | *Estimation of CT costs
| + | |
| - | | + | |
| - | *Estimate sales invoice with possible auto generation.
| + | |
| - | | + | |
| - | ==Generating Sales Quotes==
| + | |
| - | TBD
| + | |
| - | * Searched by Customers for general rates
| + | |
| - | * Searched by Customers for customer specific rates
| + | |
| - | * Searched by Jaguar employees to generate for Customers and enable overseas office to access rates.
| + | |
| - | * Searching Costs
| + | |
| - | | + | |
| - | | + | |
| - | ===Maintaining Customer specific sell rates===
| + | |
| - | TDB
| + | |
| - | | + | |
| - | ==Main Features==
| + | |
| - | * management of tariffs and contracts (vendor sides - phase 1 and client side phase 2)
| + | |
| - | * "Quotations" web portal for sales (Phase 2)
| + | |
| - | * Automated population of charge table in "sales invoices" (Phase 4)
| + | |
| - | * Automated calculation of "estimated cost and sale" for a shipment (Phase 3)
| + | |
| - | * Etc
| + | |
0002690: [Rates DB] ..... <project>
This module is to be implemented for all modes of transport. Functionality is expected to be the same across all MOTs.
