Est Tab

From UG

Revision as of 02:12, 10 May 2013

Info

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

SOWs

SOW 1 Re-design estimation module

mantis: 4050

spec: below

Intro

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
• remove related existing functionality on Imp Tab

UI

Below are post implementation screen shots.

Figure 1

UI without container charges:

Figure 2

UI with container charges:

Functionality

To enter charges user have to navigate to Est Tab.

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

General controls

See Section A on #Figure 1.

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

Interface for non 13xx codes

In this case table has the following columns:

Section B1:

• CC#
• Unit

Section B2:

• Vendor
• Cost Quantity
• Cost Rate
• Cost Amount
• Cost Curr

Section B3:

• Bill To Party
• Sale Quantity
• Sale Rate
• Sale Amount
• Sale Curr

Section B4:

• VAT
• P/L, USD
• Description

Section C:

Displays totals for:

• Cost Amount
• Sale Amount
• P/L, USD

Interface for 13xx codes

In this case interface is slightly different to accommodate entering container info - see #Automate entering container related charges into TOC

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
• ideal location is Est Tab
• use Combobox#v2

Automate entering container related charges into TOC

• New version of TOC should have automation for entering container related charges.

• System will pre-fill TOC with container related information:
  • for every "FCL related charge code" (hardcoded to 13**) that user enters system would add automatically as many lines as there are size/type combinations for assigned containers currently in a shipment; it will pre-fill number of such combinations (non editable) and allow to enter rate per each size/type
  • system would also add line for totals

• see #Figure 2

DC column

Sometimes we need to enter ONE line per 13** code.

To do that user have to check "DC" column. After it is checked system will change screen to offer only one line (as with non 13** codes).

Container updates

Provide user who deletes, adds containers to shipment a warning that these operations might affect content of Est Tab.

If user insists then system will update Est Tab accordingly.

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.

• what cc code it will populate:
  • Freight: 1505
  • Other: 1506

• do we distribute charges across CTs in the load?
  • yes, Based on CBV type = Gross Weight

• charges that come from TMS are editable in CT2 internal by operator

• Bill To: post Bill To that is set in E0 that is linked to TMS in the system

• Description = associated with CC

• Qty = 1

• Rate = value from TMS

• Currency = main currency in the system (USD)

SOW 3 Automate entering container related charges into TOC

mantis: 4145

spec:

This was merged into SOW 1. See #Automate entering container related charges into TOC.

SOW 4 Changes to Arrival Notices pdfs

mantis: 4150

spec:

Estimated Sales Charges should propagate from Est Tab into "Table Of Charges" section on these pdfs:

• Arrival Notice Air
• Arrival Notice Ocean

We already have similar functionality but TOC is copied from Imp Tab which is to be replaced by TOC on Est tab.

There is one change in functionality - pdf template should:

• show what Bill To party each line is linked to
• provide a choice to add/remove TOC lines associated with specific Bill To parties

SOW 5 Sales Invoice v2

mantis: 4149

spec:

Changes to Sales Invoice component logic:

• #Entering container related charges (see below)
• #Copy TOC from Est Tab (see below)
• #Changes to pdf

Entering container related charges

Add the following logic to TOC on Sales Invoice: #SOW 3 Automate entering container related charges into TOC.

Copy TOC from Est Tab

Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.

Now there is identical functionality but for copying from TOC on Imp Tab. This TOC is to be removed. So instead we should copy from Est Tab.

When user clicks "Copy TOC from Est tab" TOC lines that are linked to selected on Sales Invoice Bill To Party will be copied into TOC on Sales Invoice.

If there are some records already on Sales TOC then system will prompt the user: " Delete existing Charge Codes ?" providing a choice to overwrite or append.

Changes to pdf

• Add Q and R columns
• Add unit of measurement
• increase space between lines
• make font in Header smaller

SOW 5 UAT feedbacks

• Unit of measurement:
  • Remove Unit column from pdf.
  • Add unit value to the right of Quantity value.
  • Name unit of measurements accordingly to the following mapping CBV type -> Unit

Count		-> Flat
Gross KG	-> KG
Chargeable KG	-> CWT KG
CBM		-> CBM

• Add VAT column to Est tab (as on Sales Inv now)

SOW 5 PI Notes