Est Tab
From UG
Contents |
Info
Business Need
- To enter estimated charges (on sales side)
- Ops instructed to enter by Arrival date
Component Description
To enter charges user have to navigate to Est Tab.
User can add, remove, edit information in a table like format.
General controls
- user have to save changes using "Save" button
- user can add and delete lines using Add and Remove buttons
Table of Estimated Charge Codes
Sales section
Columns related to estimated Sales.
- CC#
- combobox with list of all charge codes defined in the system
- selected by user
- required
- Unit
- dropdown
- see Sales Invoice#Unit
- DC - option to turn on/off the distribution by containers (for OCEAN CTs only)
- checkbox
- when checked Quantity/Rate/Amount will accomodate container entry
- Bill To Party
- Sale Quantity
- required
- pre-filled by system as defined in CC Admin > Quantity Field default to
- Sale Rate
- required
- entered by user
- Sale Amount
- required
- not editable
- calculated by system: Sale Quantity X Sale Rate
- Curr
- required
- entered by user
- M/I
- CBV
- CT#
- VAT
Cost section
- Vendor
- required
- entered by user
- combobox
- Cost Quantity
- required
- pre-filled by system as defined in CC Admin > Quantity Field default to
- Cost Rate
- required
- entered by user
- Cost Amount
- required
- not editable
- calculated by system: Cost Quantity X Cost Rate
- Curr
- required
- entered by user
- M/I
- CBV
- CT#
- Office
- Description
Use cases
Main case
Create several lines. Click save
Updates to relevant fields on other tabs
Any values that are used on Est Tab and updated on other tabs of CT Editor (such as gross weight) should be updated on Est Tab and relevant amounts automatically re-calculated.
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
