FFA

Task #18752

Updated by Redmine Admin 3 months ago

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: \[ Yes ▼\] 

                                                                                                                          **\[ + Add Charge \]**  

 <table> 
 <tr> 
 <td> 

 **Charge** 
 </td> 
 <td> 

 **Type** 
 </td> 
 <td> 

 **Unit of Measure** 
 </td> 
 <td> 

 **Currency** 
 </td> 
 <td> 

 **Amount** 
 </td> 
 <td> 

 **VAT Type** 
 </td> 
 <td> </td> 
 </tr> 
 <tr> 
 <td>Basic Freight</td> 
 <td>Collect</td> 
 <td>Per Container ▼</td> 
 <td>USD</td> 
 <td>500</td> 
 <td>Exempt</td> 
 <td>Edit/Deactivate</td> 
 </tr> 
 <tr> 
 <td>Terminal Handling Charges</td> 
 <td>Collect</td> 
 <td>Per Container ▼</td> 
 <td>MUR</td> 
 <td>150</td> 
 <td>15%</td> 
 <td>Edit/Deactivate</td> 
 </tr> 
 <tr> 
 <td>Delivery Order Fee</td> 
 <td>Collect</td> 
 <td>Per Shipment ▼</td> 
 <td>MUR</td> 
 <td>900</td> 
 <td>15%</td> 
 <td>Edit/Deactivate</td> 
 </tr> 
 <tr> 
 <td>Documentation Fee</td> 
 <td>Prepaid</td> 
 <td>Per BL ▼</td> 
 <td>USD</td> 
 <td>30</td> 
 <td>Exempt</td> 
 <td>Edit/Deactivate</td> 
 </tr> 
 </table> 

              **\[Save Template\]** 

  **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 

 ![image.png](/uploads/bdcaaa3ad68adce99f0664b14af7d3a9/image.png){width="415" height="206"} ![image.png](/uploads/bdcaaa3ad68adce99f0664b14af7d3a9/image.png){width=415 height=206}

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