Est Tab

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(SOW 3 Automate entering container related charges into TOC)
(This is a refactoring)
Line 28: Line 28:
* incorporate estimation form features on Imp tab into a new module
* incorporate estimation form features on Imp tab into a new module
** use in pdfs (Arrival Notices)
** use in pdfs (Arrival Notices)
 +
*** see [[Arrival Notice Air]] and [[Arrival Notice Ocean (User Guide)]]
** "copy TOC from Import Tab" feature
** "copy TOC from Import Tab" feature
** remove this from Imp
** remove this from Imp

Revision as of 02:49, 19 April 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

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. At the 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 (important! because that is how system will "link charges" on KPIs OR we need another logic in case of TMS)
      • idea: post Bill To that is set in E0 that is linked to TMS in the system
    • Descr
    • Qty
    • Rate
    • Currency

SOW 3 Automate entering container related charges into TOC

mantis: 4145

spec:

TBD

Warning on Container changes

Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.

Do this only before the actual date of departure is set (correct?).

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