Est Tab

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Contents 1 Info 2 SOWs 2.1 SOW 1 Re-design estimation module 2.2 SOW 2 charges should populate Est tab automatically 2.3 SOW 3

Info

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

SOWs

SOW 1 Re-design estimation module

mantis:

spec: see below

In a nutshell:

• create new way of submitting estimated sales and cost
• remove/rework existing code (that links to what we have on Est Tab)
• position Est Form on Est Tab (CT Editor)
• incorporate estimation form on Imp tab into a new module
• data collected will be used in various reports: CPU KPIs, etc
• also ** WE NEED A LINK BETWEEN "E0 CLIENT" AND "BILL TO PARTIES" ( ??? Marc pls explain this again, how it will work and why we need this)

At a user level:

• it has one form that consists of two TOCs:
  • sales
  • cost
• 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
• See mock up below:

SOW 2 charges should populate Est tab automatically

mant: 4062

TBD

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?

SOW 3