Task #18703
Updated by Redmine Admin 6 months ago
**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:** 1. Display a list of the supplier portfolio. Columns to be displayed are: <table> <tr> <td>Portfolio Ref</td> <td> Airline/ Supplier </td> <td>Type</td> <td>Destination</td> <td>Status</td> <td>Action</td> </tr> <tr> <td>MK-DXB-MRU090325/300925</td> <td>MK</td> <td>Import</td> <td>MRU - Mauritius</td> <td>Active / Inactive</td> <td>Edit / Clone</td> </tr> <tr> <td>AF-MRU-CDG090325/300925</td> <td>AF</td> <td>Export</td> <td>CDG – Charles de Gaulle</td> <td>Active / Inactive</td> <td>Edit / Cone</td> </tr> </table> 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 suppliers 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"} {width=507 height=503}