Est Tab

From UG

Contents 1 Info 2 Business Need 3 Component Description 3.1 General controls 3.2 Table of Estimated Charge Codes 3.2.1 Sales section 3.2.2 Cost section 3.3 Use cases 3.3.1 Main case 3.3.2 Updates to relevant fields on other tabs 3.3.3 Multi editing 3.3.4 Validation 3.3.4.1 Misc 4 SOWs 4.1 SOW 1 Add Populate ETOC from selected CT

Info

Business Need

• To enter estimated charges (on sales side)
• Ops instructed to enter by Arrival date

Component Description

To enter charges user have to navigate to Est Tab.

User can add, remove, edit information in a table like format.

General controls

• user have to save changes using "Save" button
• user can add and delete lines using Add and Remove buttons

Table of Estimated Charge Codes

Sales section

Columns related to Estimated Sales.

• CC#
  • combobox with list of all charge codes defined in the system
  • selected by user
  • required

• Unit
  • dropdown
  • see Sales Invoice#Unit

• DC - option to turn on/off the distribution by containers (for OCEAN CTs only)
  • checkbox
  • when checked Quantity/Rate/Amount will accomodate container entry

• Bill To Party

• 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

• Curr
  • required
  • entered by user

• M/I

• CBV

• CT#

• VAT

Cost section

Columns related to Estimated Cost.

• 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

• Curr
  • required
  • entered by user

• M/I

• CBV

• CT#

• Office

• Description

Use cases

Main case

Create several lines. Click save

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

SOWs

SOW 1 Add Populate ETOC from selected CT

mantis: 0004375

spec: see below

Requirements:

• Ability to fill in ETOC quickly for CT#1 if it is similar to ETOC of existing known CT#2
• Sales part only

Details (per Marc):

Add button "Select ETOC from CT#" + textbox Once user enters CT# and clicks button system should populate data from ETOC from CT#2. See details below.

• Populate Sale section only
• Populate all columns except Q
• Pre-fill Q as usual for current record
• Populate only lines created by current user office
• Only allow copy from same E0 and same MOT
• In case of Containers: pull rates for cont size/type that match; if no mach then leave rate as 0.