Acc Admin ChargeCodes

From UG

Revision as of 21:28, 15 December 2009

Charge Codes are introduced into accounting part of the system to help categorize different kinds of charges for shipment. Final amount that Jaguar would charge client for servicing one shipment consists of several parts each corresponding to the type of service provided.

For example, typical shipment would include separate fee for delivery from door to port, fee for crossing the ocean, delivery from port to door, customs fees, etc. In CT2 system each such fee would have unique numbers and properties. This would allow for special reporting and other features.

To better understand how CC influence the system read specs for CT2 components that use CC codes: TOC, PI, SI/II, P/L.

CC admin table provides management of CC in the system.

[f] Fields

Each CC object has 5 required fields:

f1] CC# - any 4 digit numer (must be unique)

f2] Descr - any string of up to 30 chars

f3] M/I - single select, values = {M, I} ** used in PI **

f4] CC class - single selectt, values = {QxR, %} ** used in SI/II

f5] Def Quantity Field - single select, values = {1, GrossWeight, ChargableWeight, cbm} ** used in SI/II

f6] CBV - single select, values = {chargeable_weight, gross_weight, volume/cbm, CT_count} // used in PI

Tweaks

tw1) Charge Codes should be “archive able” only – not “delete able”

• Create "Archive" button (replace "remove" button) in order to move CC record to archive --Tira 11:00 AM 26 Oct 2009
• Create "Unarchive" button in order user to move an unarchive charge code record back --Tira 11:00 AM 26 Oct 2009

tw2) A history of changes should be recorded --Tira 11:00 AM 26 Oct 2009

tw3) Add a warning message when user set CC record to archive. --Tira 11:00 AM 26 Oct 2009

• If there is some shipment that refers to this CC record, show the message "Are you sure that you will move this charge code record to archive, there is some shipment that is referred to this charge code?" [Y][N]
  • If user clicks [Y], this charge code will be moved to archive table.
  • If user clicks [N], system do nothing.
• If there is no shipments that refers to this CC record and user would like to set this record to archive, show warning message "Are you sure that you would like to move this charge code to archive?" [Y][N]
  • If user clicks [Y], this charge code will be moved to archive table.
  • If user clicks [N], system do nothing.
• If user select CC radio button and try to update name/info... for that specific charge code, show warning message that "Are you sure that you would like to update this charge code information? This charge code information will be saved after you click "add" button."[Y][N]