Est Tab
From UG
Info
In mantis:
- parent: 4088
- categories:
- Ops: CT Editor: Est Tab
- etc
- project: Est Module
Business need
Core need is to create way of entering estimated sales and cost of a shipment into a system before actual is known.
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).
Implementation
Several times we attempted to design and implement this in the past.
Module that addresses that we called Est(imation) Module.
UI is located on Est Tab of a CT profile.
See it documented here: Category:Estimated P and L.
SOWs
SOW 1 Re-design Est Tab
mantis: 4050
spec: below
Intro
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 related existing functionality on Imp Tab
UI
Below are post implementation screen shots.
Figure 1
UI without container charges:
Figure 2
UI with container charges:
Functionality
To enter charges user have to navigate to Est Tab.
There he can add, remove, edit information in a table like format.
General controls
See Section A on #Figure 1.
- user have to save changes using "Save" button
- user can add and delete lines using Add and Remove buttons
Interface for non 13xx codes
In this case table has the following columns:
Section B1:
- CC#
- combobox with list of all charge codes defined in the system
- selected by user
- required
- Unit
- unit of measurement associated with CC (as defined in "CBV Type default to:" param in cc admin)
- label values - see #Unit abbrevs
- pre-filled by system
Section B2:
- 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
- Cost Curr
- required
- entered by user
Section B3:
- Bill To Party
- required
- entered by user
- 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
- Sale Curr
- required
- entered by user
Section B4:
- VAT
- entered by user, options: Y/N
- P/L, USD
- not editable
- calc by system: Sale Amount - Cost Amount
- Description
- required
- pre-filled by system (as defined in CC Admin)
- editable by user
Section C:
Displays totals for:
- Cost Amount
- Sale Amount
- P/L, USD
Interface for 13xx codes
In this case interface is slightly different to accommodate entering container info - see #Automate entering container related charges into TOC
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
- ideal location is Est Tab
- use Combobox#v2
Automate entering container related charges into TOC
- New version of TOC should have automation for entering container related charges.
- System will pre-fill TOC with container related information:
- for every "FCL related charge code" (hardcoded to 13**) that user enters system would add automatically as many lines as there are size/type combinations for assigned containers currently in a shipment; it will pre-fill number of such combinations (non editable) and allow to enter rate per each size/type
- system would also add line for totals
- see #Figure 2
DC column
Sometimes we need to enter ONE line per 13** code.
To do that user have to check "DC" column. After it is checked system will change screen to offer only one line (as with non 13** codes).
Container updates
Provide user who deletes, adds containers to shipment a warning that these operations might affect content of Est Tab.
If user insists then system will let user to proceed but will update Est Tab accordingly.
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.
- post into Sales section
- what cc code it will populate:
- Freight: 1598 Domestic Trucking TMS
- Other: 1506
- if charge codes above do not exist system will not populate
- 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
- where to find that link in the system: TMS#Bill To Party
- 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:
This was merged into SOW 1. See #Automate entering container related charges into TOC.
SOW 4 Changes to Arrival Notices pdfs
mantis: 4150
moved to: Arrival Notice#SOW 4 Changes to Arrival Notices pdfs
SOW 5 Sales Invoice v2
mantis: 4149
spec:
moved to Sales_Invoice#SOW_5_Sales_Invoice_v2
SOW 6 Add Est Tab to CT Viewer
mantis: 0004202
spec:
When CT is closed we should see Est tab with data that is read only.
SOW 7
Change in logic for population from TMS
mantis: 4233
Changes:
- what cc code it will populate:
- Freight: 1598
- Other: 1597 (used to be 1506)
- fill in Vendor field
- map to TMS Carrier
- pre fill Cost side as well:
- Quantity, Rate, Currency
- identically as Sales side
SOW 8 Mid October Refactoring
mantis: 0004127
spec:
- Keep one table where costs and sales (estimated) can be entered
- 1) TOC for Sales and Purchases will be “copies” of “Actual Invoice” and “Purchase Invoices” TOC’s
Except for “bill to” and “vendor” that will be included at the line level
- 2) All other functionalities from Sales/Purchase (actual) will be maintained
- 3) All “amounts” will be changed from a xx / xx format to a single xxx.xx format
- 4) Bill to / Vendor Columns will be smaller -> All columns will be kept “as small as possible”,
“shipments” column will include 1 or 2 or 3 (number) but not the words “shipments”
- 5) I/M will be available twice on each line … 1x for sales and 1x for costs
- 6) The “bottom recap/P&L section” will be removed from the EPLTOC AND the line item level P&L column will also be removed.
- 7) “UNIT” is for SALES ONLY -> Unit is primarily a “print on actual sales invoice” concern / function
- 8) Each ESPLTOC is a “child” of the CT record in which it was created / edited / saved
