Est Tab

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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.







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
  • See mock up below:

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

SOW 3

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