Order Management System. What's new
← Version 1.34.17.0

Quoting LTL

Carrier Dictionary:

  • Account dropdown:
    • Was added on the Carrier edit pop-up;
    • Contains the list of Chart of Account from Dictionary;
    • if the Chart of Account is selected:
      • for this Account are generated Carrier Bills.

Carrier with LTL type:

  • Was added new Carrier Type -> LTL:
    • If for Carrier is selected LTL Type -> Works the next logic:
      • Sale Order -> Ship Order -> Selected LTL Carrier ;
      • For LTL Carrier is created Quote Request;
      • From Quote Request is generated Bill in status In Review with Chart of Account from Carrier dictionary;
      • User manually selects Vendor on Bill;
      • Depending on the selected Vendor -> Price of Delivery comes into Linked Expense on SO with cost from Bill;
      • Price is tracked as Other Cost on COGS screen on SO;
      • If For Carrier was selected Service Item:
        • It is linked to  SO on the Expenses tab.

Sale Order edit form:

  • After creating Quote Request:
    • it is displayed in the List of Requests on SO; 
    • Quote Request List displays the next columns:
      • Request #;
      • Date of Request ;
      • Source Order # -> is clickable;
      • Source Order Amount;
      • Status of Request;
      • Bill #;
      • Carrier Name.

Quote Requests List form:

  • Was added to the Customers flow; 
  • Contains:
    • Tabs with counters:
      • All;
      • Open;
      • Waiting Approval;
      • Approved;
      • Closed;
    • Top Panel:
      • Create Bill button:
        • Is clickable if QR was selected;
        • After clicking -> Bill form is opened;
        • If were selected more than one request -> After creating Bill, Amount is proportionally divided for all SO and displayed in Expenses;
      • Close button:
        • Is clickable if QR was selected;
        • After clicking -> Close request panel is opened and contains:
          • Reason text area -> is required;
          • Related Documents list;
          • Blocking Documents list;
          • Cancel button:
            • is always clickable;
            • after clicking -> panel is closed without changes;
          • Close button:
            • is clickable if the reason is entered;
            • after clicking:
              • the panel is closed;
              • Quote Request is closed and displayed in the Closed list;
    • Datagrid:
      • Request #;
      • Request Date#;
      • Source Order # -> is clickable;
      • Source Order Amount;
      • Bill #;
      • Carrier Name;
    • Filter panel:
      • Requested Date -> is a datepicker;
      • Request # -> is a textbox;
      • Source # -> is a textbox;
      • Bill # -> is a textbox;
      • View all checkbox:
        • If the checkbox is checked -> Is displayed List of all Quote Requests in the System.

Shipping Schedule:

  • LTL Status column:
    • Was added to all tabs;
    • Are displayed next statuses of Quote Request:
      • Open -> just created Bill;
      • Waiting Approval -> Bill with Vendor but isn’t approved by him;
      • Approved -> Vendor approved Bill;
      • Closed -> if vendor pays for LTL. After selecting Quote Request and click on the Close button request is in Closed status;
    • Status isn’t clickable;
    • If Bill with Vendor -> is displayed Vendor Name under status.