Task #18752
openTask #18862: Sprint Planning for 06/10/2025 - 17/10/2025
Pre-Defined Cost/Sales Charge Template
88%
Description
Develop a new functionality to create, search, edit, clone, activate/deactivate templates keyed by Cargo Type + Shipping Line + Container Type (incl. “Bulk”) with Effective From/To and Active flag. Each template contains rows with Charge Code, Description, Charge Type (Prepaid/Collect), UOM (per container / per shipment / per BL), Currency, Default Amount, VAT Type.
a) Cost/Sales Charge Template:¶
- Define per Cargo Type + Shipping Line + Container Type (including “Bulk” in the list).
- Each template has:
- Charge Code + Description (e.g., Terminal Handling Charges, Basic Freight, Doc Fee).
- Charge Type (Prepaid/Collect).
- UOM - Unit of measure (per container / per shipment / per BL).
- Currency
- Default Amount.
- VAT Type
- System must prevent overlapping Effective Date ranges for the same Cargo Type + Shipping Line + Container Type combination.
Example (Template Setup):
Cargo Type: [ Import ▼] Shipping Line: [CMA CGM ▼] Container Type: [20DS - 20ft Dry Standard ▼] Effective Date From: Effective Date To: Active: [ Yes ▼]
[ + Add Charge ]
|
Charge |
Type |
Unit of Measure |
Currency |
Amount |
VAT Type |
|
| Basic Freight | Collect | Per Container ▼ | USD | 500 | Exempt | Edit/Deactivate |
| Terminal Handling Charges | Collect | Per Container ▼ | MUR | 150 | 15% | Edit/Deactivate |
| Delivery Order Fee | Collect | Per Shipment ▼ | MUR | 900 | 15% | Edit/Deactivate |
| Documentation Fee | Prepaid | Per BL ▼ | USD | 30 | Exempt | Edit/Deactivate |
[Save Template]
Acceptance Criteria:
- Ability to define Charge Code, Description, Type (Prepaid/Collect), Unit of Measure, Currency, Default Amount, and VAT Type.
- Effective dates and activation status can be set for each template.
- Admin can add, edit, or deactivate charges within a template.
b) Retrieve Screen¶
Filter / Search / Retrieve Screen¶
-
Inputs / Filters
-
Cargo Type (dropdown; e.g., Import/Export)
-
Shipping Line (typeahead/dropdown)
-
Container Type (dropdown incl. Bulk)
-
Status (Active / Inactive / All)
-
Date filter: “Effective On” (single date that returns templates whose effective range includes that date)
-
Results Grid (paginated + sortable)
- Columns: Cargo Type, Shipping Line, Container Type, Effective From, Effective To, Active
- nested grid displaying all charges related to it
- Row actions: View, Edit, Clone, Deactivate/Activate
Below is a proposed design for the results grid
- Columns: Cargo Type, Shipping Line, Container Type, Effective From, Effective To, Active
{width="415" height="206"}
GitLab Sync Log
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Updated by Redmine Admin 3 months ago
- Due date changed from 09/19/2025 to 10/03/2025
Updated by Redmine Admin 3 months ago
- Estimated time changed from 0:00 h to 80:00 h
Updated by Redmine Admin 3 months ago
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- Parent task changed from #18731 to #18862
- GitLab Time Logged changed from 90900 to 134100
- gitlab project trace changed from Sprint Planning for 22/09/2025 - 03/10/2025 to Sprint Planning for 06/10/2025 - 17/10/2025
Updated by Redmine Admin about 2 months ago
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