Est Tab

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== Component Description ==
== Component Description ==
 +
To enter charges user have to navigate to Est Tab.
 +
User can add, remove, edit information in a table like format.
 +
 +
=== General controls ===
 +
 +
* user have to save changes using "Save" button
 +
* user can add and delete lines using '''Add''' and '''Remove''' buttons
 +
 +
=== Sales section ===
 +
 +
Columns related to estimated Sales.
 +
 +
* '''CC#'''
 +
** combobox with list of all charge codes defined in the system
 +
** selected by user
 +
** required
 +
 +
* '''Unit'''
 +
** unit of measurement associated with CC (as defined in "CBV Type default to:" param in cc admin)
 +
** label values - see [[#Unit abbrevs]]
 +
** pre-filled by system
 +
 +
* '''DC'''
 +
 +
* '''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
 +
 +
=== Cost section ===
 +
 +
* 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
 +
 +
=== Use cases ===
 +
 +
==== Main case ====
 +
 +
Create several lines. Click save
 +
 +
==== 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.
 +
 +
==== 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.
 +
 +
==== Validation ====
 +
 +
* Each line should have info for:
 +
** General + Sales Charges OR
 +
** General + Costs OR
 +
** General + Sales Charges + Costs
 +
 +
===== Misc =====
 +
 +
* this is for all MOTs
== SOWs ==
== SOWs ==

Revision as of 22:16, 5 November 2013


Contents

Info

Business Need

  • To enter estimated charges (on sales side)
  • Ops instructed to enter by Arrival date

Component Description

To enter charges user have to navigate to Est Tab.

User can add, remove, edit information in a table like format.

General controls

  • user have to save changes using "Save" button
  • user can add and delete lines using Add and Remove buttons

Sales section

Columns related to estimated Sales.

  • CC#
    • combobox with list of all charge codes defined in the system
    • selected by user
    • required
  • Unit
    • unit of measurement associated with CC (as defined in "CBV Type default to:" param in cc admin)
    • label values - see #Unit abbrevs
    • pre-filled by system
  • DC
  • 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

Cost section

  • 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

Use cases

Main case

Create several lines. Click save

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.

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.

Validation

  • Each line should have info for:
    • General + Sales Charges OR
    • General + Costs OR
    • General + Sales Charges + Costs
Misc
  • this is for all MOTs

SOWs

Retrieved from "https://wiki.jaguarfreight.com/Est_Tab"
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