Est Tab
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(→SOW 1 Re-design estimation module) |
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In a nutshell: | 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" ( ??? Marc pls explain this again, how it will work and why we need this) | |
At a user level: | At a user level: | ||
Revision as of 01:33, 20 March 2013
Contents |
Info
- 0004050: [DR/KPI] Estimation of Sales and Cost
SOWs
SOW 1 Re-design estimation module
mantis:
spec: see below
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" ( ??? Marc pls explain this again, how it will work and why we need this)
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:
