Est Tab
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=== SOW 1 Re-design estimation module === | === SOW 1 Re-design estimation module === | ||
| + | |||
| + | In a nutshell: | ||
# create new way of submitting estimated sales and cost | # create new way of submitting estimated sales and cost | ||
| - | # remove existing code | + | # remove/rework existing code (that links to what we have on Est Tab) |
| + | # position Est Form on Est Tab (CT Editor) | ||
# incorporate estimation form on Imp tab into a new module | # incorporate estimation form on Imp tab into a new module | ||
# data collected will be used in various reports: CPU KPIs, etc | # data collected will be used in various reports: CPU KPIs, etc | ||
Revision as of 19:27, 5 March 2013
Info
- 0004050: [DR/KPI] Estimation of Sales and Cost
SOWs
SOW 1 Re-design estimation module
In a nutshell:
- create new way of submitting estimated sales and cost
- remove/rework existing code (that links to what we have on Est Tab)
- position Est Form on Est Tab (CT Editor)
- incorporate estimation form on Imp tab into a new module
- data collected will be used in various reports: CPU KPIs, etc
- also ** WE NEED A LINK BETWEEN "E0 CLIENT" AND "BILL TO PARTIES"
At a user level:
- it has one form that consists of two TOCs:
- sales
- cost
- 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
- See mock up below:
