Est Tab

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(User Interface)
(SOW 1 Re-design estimation module)
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'''spec''': below
'''spec''': below
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==== Core need ====
==== Core need ====
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Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).
Urgency: we need it ASAP because for non-closed CTs we must pull costs from here (into KPIs).
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==== This is a refactoring ====
==== This is a refactoring ====
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* remove/rework existing code on Est Tab (on CT Editor)
* remove/rework existing code on Est Tab (on CT Editor)
* incorporate estimation form features on Imp tab into a new module
* incorporate estimation form features on Imp tab into a new module
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** use in pdfs (Arrival Notices)
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** "copy TOC from Import Tab" feature
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==== User Interface ====
==== User Interface ====
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[[File:Estimation module.JPG | 700px]]
[[File:Estimation module.JPG | 700px]]
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==== Misc ====
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* this is for all MOTs
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* ideal location is Est Tab
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* possible future developments (ph 2,3):
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** Estimated P/L tab
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** Estimated numbers added to P/L Report
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** D/B report  for Arrived but not Estimated
==== Questions ====
==== Questions ====
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* WE NEED A LINK BETWEEN "E0 CLIENT" AND "BILL TO PARTIES" per Marc
 
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** Marc pls explain this again, how it will work and why we need this? Is it related to this spec?
 
=== SOW 2 TMS charges should populate Est tab automatically ===
=== SOW 2 TMS charges should populate Est tab automatically ===

Revision as of 17:24, 20 March 2013


Contents

Info

  • 0004050: [DR/KPI] Estimation of Sales and Cost

SOWs

SOW 1 Re-design estimation module

mantis: 4050

spec: below

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
    • use in pdfs (Arrival Notices)
    • "copy TOC from Import Tab" feature

User Interface

  • we see it as a one form that consists of two tables:
    • Sale Charges
    • Costs
  • these 2 tables are unrelated
  • tables have same columns except 2nd column:
    • CC
    • Bill To (in Sell Charges table) vs Vendor (in Costs table)
    • Description
    • Qty
    • Rate
    • Amount
    • currency

UI Mock Up

Misc

  • this is for all MOTs
  • ideal location is Est Tab
  • possible future developments (ph 2,3):
    • Estimated P/L tab
    • Estimated numbers added to P/L Report
    • D/B report for Arrived but not Estimated

Questions

SOW 2 TMS charges should populate Est tab automatically

mant: 4062

spec: below

Every time we get XML with charges from Desc TMS we store them in DB. Same time we should display them on Est Tab.

Questions:

  • what cc code it will populate? I assume one of 15XX codes
  • do we distribute charges across CTs in the load? Based on what CBV type? Gross Weight?
  • charges that come from TMS are not editable in CT2 internal by operator? Or editable? Can they add lines too?
  • what to post into :
    • Bill To
    • Descr
    • Qty
    • Rate
    • Currency

SOW 3

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