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
- use in pdfs (Arrival Notices)
- "copy TOC from Import Tab" feature
- remove this from Imp
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
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
- Bill To (important! because that is how system will "link charges" on KPIs OR we need another logic in case of TMS)
SOW 3 Automate entering container related charges
mantis:
spec:
