Est Tab

From UG

Contents 1 Info 2 SOWs 2.1 SOW 1 Re-design estimation module 2.1.1 Core need 2.1.2 This is a refactoring 2.1.3 Use in pdfs 2.1.4 Copy TOC 2.1.5 User Interface 2.1.6 Validation 2.1.7 UI Mock Up 2.1.8 Misc 2.1.9 Questions 2.2 SOW 2 TMS charges should populate Est tab automatically 2.3 SOW 3 Automate entering container related charges into TOC 2.3.1 Warning on Container changes

Info

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

SOWs

SOW 1 Re-design estimation module

mantis: 4050

spec: below

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 existing functionality on Imp Tab

Use in pdfs

See Arrival Notice Air and Arrival Notice Ocean (User Guide).

Sales Charges should propagate into special section on above pdfs.

Copy TOC

Copy TOC from Import Tab" feature.

Idea is to re-use Sales Charges entered in Estimation module while creating sales invoices.

Existing feature but can be improved - present all lines in TOC from (Estimated) Sales Charges and allow user to select what lines are to be copied.

User Interface

• we see it as a one form that consists of one table with three sections:\
  • General
  • Sale Charges
  • Costs

• General section has:
  • CC number (entered by user)
  • Description (pulled automatically)

• Sales Charges and Costs sections have same columns except 1st column:

• • Bill To (in Sell Charges table) vs Vendor (in Costs table)
  • Qty
  • Rate
  • Amount
  • currency

Validation

• Each line should have info for:
  • General + Sales Charges OR
  • General + Costs OR
  • General + Sales Charges + Costs

UI Mock Up

Not requested.

Misc

• this is for all MOTs
• ideal location is Est Tab
• possible future developments (ph 2,3):
  • Estimated P/L tab
  • Estimated numbers added to P/L Report
  • D/B report for Arrived but not Estimated

Questions

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.

Questions:

• what cc code it will populate? I assume one of 15XX codes
• do we distribute charges across CTs in the load? Based on what CBV type? Gross Weight?
• charges that come from TMS are not editable in CT2 internal by operator? Or editable? Can they add lines too?
• what to post into :
  • Bill To (important! because that is how system will "link charges" on KPIs OR we need another logic in case of TMS)
    • idea: post Bill To that is set in E0 that is linked to TMS in the system
  • Descr
  • Qty
  • Rate
  • Currency

SOW 3 Automate entering container related charges into TOC

mantis: 4145

spec:

TBD

Warning on Container changes

Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.

Do this only before the actual date of departure is set (correct?).