Rates DB (MAIN WIKI)

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Revision as of 20:07, 25 April 2011 (edit) Alex (Talk | contribs) (→Summary) ← Older edit		Revision as of 20:13, 12 May 2011 (edit) (undo) Tracie (Talk | contribs) (→Core functionality) Newer edit →
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	'''Main Features:'''		'''Main Features:'''
-	* management of tariffs and contracts (purchase and sales sides)	+	* management of tariffs and contracts (purchase and sales sides)
	** adding, editing, deleting, listing, searching, sorting, querying		** adding, editing, deleting, listing, searching, sorting, querying
		+	***  management of the tariffs should allow operators the ability to update individual tariffs or multiple tariffs at one time.
		+	***  management of tariffs should allow operators to schedule increases/decreases in advanec.
		+	***  Possibly notify operators of expiration of rates.
		+
	NOTE: Purchase side - phase 1 and sales sides - phase 2		NOTE: Purchase side - phase 1 and sales sides - phase 2

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Revision as of 20:13, 12 May 2011

Contents 1 Info 2 Glossary 3 Summary 3.1 Core need 3.2 Core functionality 4 Some Details

Info

0002690: [Rates DB] ..... <project>

Glossary

• Rates DB

Summary

What are we trying to achieve? What are the main goals of this module?

Core need

Jaguar Global needs Tariff and Contract Management System with additional functionality that will improve/affect other areas such as CT creation, invoices, reports, etc.

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.

Core functionality

Creating such "database" should allow operators throughout the organization (including overseas offices) to share and compare this information.

Main Features:

• management of tariffs and contracts (purchase and sales sides)
  • adding, editing, deleting, listing, searching, sorting, querying
    • management of the tariffs should allow operators the ability to update individual tariffs or multiple tariffs at one time.
    • management of tariffs should allow operators to schedule increases/decreases in advanec.
    • Possibly notify operators of expiration of rates.

NOTE: Purchase side - phase 1 and sales sides - phase 2

• "Quotations" web portal and internal (for Jag Sales, Ops, Clients, etc)
  • searching, sorting, querying and producing an official Jag doc (with number, etc)

Additional Ops features:

• CT could be created based on quote

Additional Acc features:

• Automated population of charge table in "sales invoices"
• Automated calculation of "estimated cost and sale" for a shipment
• Auto approval of PI charges

The system should be able to provide quick user friendly access to all current costs.

MOTs

This module is to be implemented for all modes of transport. Functionality is expected to be the same across all MOTs.

Each MOT has its own wiki and includes MOT specific requirements:

• Rates DB Air
• Rates DB Ocean
• Rates DB Truck

Some Details

Types of tariffs

• Ocean FCL
• Ocean LCL
• Air
• Trucking
• Customs

The database would be used for various reasons

Rates structures and formulas

Each charge will have its own rates structures and formulas necessary to maintain these rates. However, it is possible to have some costs that are an all in rate.

For Example:
We could receive a rate from Air France for a shipment from JFK to CDG of 100 K showing:
Air Freight:   .75
Fuel Surcharge .90
Security       .75
Then we could receive a rate from KLM for the same shipment showing:
Air Freight:  2.40 all in

These rates are equal, they are only shown differently.

It is possible that each rate may have multiple variables.(minimums, maximums, weight breaks, etc...)

The system will also need to capture accessorial charges, which will also be defined per MOT.

Specific vendor

Rates will be linked to a specific vendor and description.

Search and estimation

• 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

• 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

Sell rate is different for every customer.

Multiple search filters, Inputs, Outputs

The rates database system, should be user friendly with quick results.

The system should offer multiple search filters. The user should be able to select only one filter or multiple filters

• By Vendor
• By Carrier
• By Co-loader
• By origin airport
• By destination airport
• Actual Weight
• Chargeable Weight
• Dimensions
• Known or Unknown
• Hazardous or Non Hazardous
• Commodity

The system should show all results based on the filters set, so the operator can narrow done the results by selecting multiple filters.

The results should be sortable by each column of output, but should default with the lowest rate to highest rate.

Output should include

• Vendor or Carrier
• Co-loader
• Departure or Origin Airport
• Arrival or Destination Airport
• Cost

Should list complete tariff and narrow down based on if the below filters are set.

• Actual Weight
• Chargeable Weight
• Dimensions
• Known or Unknown
• Hazardous or Non Hazardous
• Commodity

If none of these filters are set, the system should include weight breaks, known and unknown rates.