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
- remove existing functionality on Imp Tab
User Interface
- we see it as a one form that consists of one table with three sections:\
- General
- Sale Charges
- Costs
- General section has:
- CC number (entered by user)
- Description (pulled automatically)
- Sales Charges and Costs sections have same columns except 1st column:
- Bill To (in Sell Charges table) vs Vendor (in Costs table)
- Qty
- Rate
- Amount
- currency
Validation
- Each line should have info for:
- General + Sales Charges OR
- General + Costs OR
- General + Sales Charges + Costs
UI Mock Up
Not requested.
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.
- what cc code it will populate:
- Freight: 1505
- Other: 1506
- do we distribute charges across CTs in the load?
- yes, Based on CBV type = Gross Weight
- charges that come from TMS are editable in CT2 internal by operator
- Bill To: post Bill To that is set in E0 that is linked to TMS in the system
- Description = associated with CC
- Qty = 1
- Rate = value from TMS
- Currency = main currency in the system (USD)
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?).
SOW 4 Changes to Arrival Notices pdfs
mantis:
spec:
Estimated Sales Charges should propagate into special section on these pdfs:
SOW 5 Sales Invoice v2
mantis:
spec:
Changes to Sales Invoice/Credit Note logic:
Entering container related charges
Add the following logic to TOC on Sales Invoice: #SOW 3 Automate entering container related charges into TOC.
Copy TOC from Est Tab
Idea is to re-use Sales Charges entered on Est Tab while creating sales invoices.
Now there is identical functionality but for copying from TOC on Imp Tab. This TOC is to be removed. So instead we should copy from Est Tab.
When user clicks "Copy TOC from Est tab" TOC lines that are linked to selected on Sales Invoice Bill To Party will be copied into TOC on Sales Invoice.
If there are some records already on Sales TOC then system will prompt the user: " Delete existing Charge Codes ?" providing a choice to overwrite or append.
