Est Tab

From UG

Contents 1 Info 2 SOWs 2.1 SOW 1 Re-design estimation module 2.1.1 Core need 2.1.2 This is a refactoring 2.1.3 User Interface 2.1.4 UI Mock Up 2.1.5 Misc 2.1.6 Questions 2.2 SOW 2 TMS charges should populate Est tab automatically 2.3 SOW 3 Automate entering container related charges into TOC 2.3.1 Warning on Container changes

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.

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

SOW 3 Automate entering container related charges into TOC

mantis: 4145

spec:

TBD

Warning on Container changes

Provide user who deletes, adds containers to shipment (, re-assigns commodities) a warning that these operations might affect Cost per container KPI.

Do this only before the actual date of departure is set (correct?).