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Task #18753

closed

Task #18731: Sprint Planning for 22/09/2025 - 03/10/2025

Pre-defined Cost/Sales Charges Template

Added by Redmine Admin 3 months ago. Updated about 1 hour ago.

Status:
Closed
Priority:
Normal
Assignee:
-
Start date:
09/19/2025
Due date:
09/19/2025
% Done:

100%

Estimated time:
0:00 h
GitLab ID:
3219
GitLab Milestone:
GitLab Ticket Number:
910
GitLab Time Logged:
0
Lock Timeline Date:
No
gitlab project trace:
Sprint Planning for 22/09/2025 - 03/10/2025

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

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
  • Actions
    • Activate / Deactivate templates

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