Est Tab
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- 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
User Interface
- we see it as a one form that consists of two tables:
- Sale Charges
- Costs
- 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
UI Mock Up
Questions
- WE NEED A LINK BETWEEN "E0 CLIENT" AND "BILL TO PARTIES" per Marc
- Marc pls explain this again, how it will work and why we need this? Is it related to this spec?
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. 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
- Descr
- Qty
- Rate
- Currency
