Task #18703
openTask #19002: Sprint Planning for 03/11/2025 - 14/11/2025
Air_Supplier Portfolio
100%
Description
What is a Supplier Portfolio?
A Supplier Portfolio is a collection of all the information an organization keeps about its supplier may it be an Airline or a Freight Forwarder.
It consists of a record of all contracted Suppliers or Airlines which includes Air Freight by each Suppliers (Airlines) for per Destination.
Why a Freight Forwarder uses a Supplier Portfolio?
A freight forwarder uses the Supplier portfolio to compare options and select the most suitable carrier for each shipment (e.g., cheapest, fastest, most reliable).
What are the Pre-conditions?
The Supplier / Airline basic information should be present in the system to proceed with a Supplier portfolio.
What are the Acceptance criteria?
The user should be able to:
I. Create a Supplier Portfolio for each supplier.
II. Modify / Edit the Portfolio
III. Saving of the Portfolio
IV. Cloning of each Portfolio
V. Having an activity log indicating every change and by whom
VI. Automatic Deactivation when the Portfolio expires
VII. Generation a unique identifier for each Portfolio
VIII. Having different filtering options
Contents of the 'Supplier Portfolio' Screen:
- Display a list of the supplier portfolio. Columns to be displayed are:
| Portfolio Ref |
Airline/ Supplier |
Type | Destination | Status | Action |
| MK-DXB-MRU090325/300925 | MK | Import | MRU - Mauritius | Active / Inactive | Edit / Clone |
| AF-MRU-CDG090325/300925 | AF | Export | CDG – Charles de Gaulle | Active / Inactive | Edit / Cone |
Option to filter by:
I. Portfolio Reference
II. Airline / Supplier
III. Date Range: To be picked from effective date ‘From – To’.
IV. Destination
V. Status
2. Display a ‘Add Portfolio’ button.
3. Fields to be displayed when clicking on the ‘Add Portfolio’ button are as follows:
Main Header: SUPPLIER PORTFOLIO
a. Type: (Import / Export) – (Dropdown)
b. Supplier – Display list of Airlines and Suppliers of type Freight Forwarder from Maintenance – (Dropdown)
c. Origin – Display list of all Airports – (Dropdown)
d. Destination – Display list of all Airports – (Dropdown)
e. Effective from – Display calendar picker (DDMMYYYY)
f. Effective to - Display calendar picker (DDMMYYYY)
g. Status – Active / Inactive (Dropdown)
h. Remarks – (Free Text)
Subheading: FREIGHT (Rate per Kgs by Minimum Weight)
1. Display an ‘Add’ button
Display below columns:
a. Minimum Weight (Kgs) – (Numeric Value including 3 decimal places)
b. Rate Per Kgs – (Numeric Value including 2 decimal places)
c. Currency – Display list of currency from maintenance (Dropdown)
d. Edit option
Subheading 1: Charges
1. Display an ‘Add’ button
Display below columns:
a. Description - Display list of all charges – (Dropdown)
b. Currency – Display list of currencies – (Dropdown)
c. Amount – Numeric value including 2 decimal places.
d. VAT – Display list of Vat type – (Dropdown)
e. Unit of Measure – (Dropdown)
I. Per Shipment
II. Per Kgs
III. Per Volume
IV. Per House
V. Per Master
f. Edit option
Display a ‘SAVE’ and a ‘CANCEL’ button.
Proposed UI Design:
{width="507" height="503"}
GitLab Sync Log
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