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.
- 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.
- It is linked to SO on the Expenses tab.
- If for Carrier is selected LTL Type -> Works the next logic:
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;
- Create Bill button:
- 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.
- If the checkbox is checked -> Is displayed List of all Quote Requests in the System.
- Tabs with counters:
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.