Enhancement: Additional Charges for Jobs

Additional Charges for Jobs – Feature Specification

Overview

Jobs (Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Customs Declaration) receive their charges from their respective orders and bookings when the job is created. During execution, additional charges may be incurred (e.g. extra handling, demurrage, re-weighing) that require client approval before being applied to the job and billed.

This document describes the feature to support:

1. Change Request (new DocType) – captures additional charge costs and is the basis for creating a Sales Quote.
2. Sales Quote – extended with an “Additional Charge” flag and job reference; used for client approval of additional charges.
3. Jobs – Actions menu: “Get Additional Charges” (Sales Quote selection) and creation of Change Request; charge items get a Sales Quote Link to trace the source of each charge.

Business Context

Item	Description
Current behavior	Charges on jobs come from orders/bookings at job creation.
Gap	Ongoing jobs can incur extra charges that are not yet approved or quoted.
Goal	Allow creation of a Change Request → Sales Quote (with Additional Charge + job reference) → client approval → apply charges to the job with clear lineage (Sales Quote Link on charge rows).

Affected Job Types

• Transport Job
• Warehouse Job
• Air Shipment
• Sea Shipment
• Customs Declaration

Each has (or will have) a charges child table. Each charge row shall support a Sales Quote Link field to identify the source of the charge (original order/booking vs. additional-charge Sales Quote).

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Data Model

1. Change Request (New DocType)

Purpose: Capture additional charges (costs and, if needed, revenue) incurred during a job. This document is the basis for creating a Sales Quote for client approval.

Field	Type	Description
Job Type	Select	One of: Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Customs Declaration.
Job	Dynamic Link	Link to the specific job (filtered by Job Type).
Status	Select	Draft, Submitted, Sales Quote Created, etc. (as per workflow).
Remarks	Text / Long Text	Reason or notes for the additional charges.
Charge Items	Table (Child)	Change Request Charge – see below.

Child table: Change Request Charge

Field	Type	Description
Item Code	Link (Item)	Charge item.
Description	Data / Text	Optional description.
Quantity	Float	Quantity.
UOM	Link (UOM)	Unit of measure.
Currency	Link (Currency)	Currency.
Unit Cost	Currency	Cost per unit.
Amount / Estimated Cost	Currency	Total cost (and optionally revenue if needed).
Remarks	Text	Line-level notes.

Change Request contains the additional charge costs (and optionally revenue) that will later be reflected in the Sales Quote and then applied to the job.

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2. Sales Quote – New/Updated Fields

Field	Type	Description
Additional Charge	Check	If set, this Sales Quote is for additional charges (post-job-creation) and must reference a job.
Job Type	Select (or Link)	Type of job (Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Customs Declaration). Optional; can be inferred from first item.
Job	Dynamic Link	The job to which these additional charges apply. Shown when Additional Charge is checked.

Sales Quote Items (child table) – new field:

Field	Type	Description
Job	Dynamic Link (or Job Type + Job)	Job reference for this line (for additional-charge quotes). Links the quote line to the job for which the charge applies.

Validation: When Additional Charge is checked, Job (and optionally Job Type) should be required; item rows for additional charges should carry the job reference.

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3. Job Charge Tables – New Field

For each job type, the charges child table (e.g. Transport Job Charges, Warehouse Job Charges, Air Shipment Charges, Sea Shipment Charges, Customs Declaration charges) gets:

Field	Type	Description
Sales Quote Link	Link (Sales Quote)	Identifies the Sales Quote from which this charge row was taken (original order/booking quote or additional-charge quote). Null for charges that were not sourced from a Sales Quote.

This allows reporting and traceability: which charges came from the original booking vs. which came from an “Additional Charge” Sales Quote.

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User Flows

Flow A: Create Change Request from Job

1. User opens a Job (e.g. Transport Job, Air Shipment).
2. Actions → Create Change Request (or “Add Change Request”).
3. System creates a new Change Request with:
   • Job Type = current doctype.
   • Job = current job name.
4. User fills Change Request Charge rows (item, quantity, UOM, unit cost, amount, remarks).
5. User saves/submits the Change Request.
6. Later: Create Sales Quote from Change Request (server action or button on Change Request). This creates a Sales Quote with Additional Charge checked, Job set, and items populated from the Change Request charges (cost/revenue as per business rules).

Flow B: Get Additional Charges from Sales Quote into Job

1. An Additional Charge Sales Quote already exists (e.g. created from a Change Request or manually), with Job and quote items linked to the job.
2. User opens the Job.
3. Actions → Get Additional Charges.
4. System shows a Sales Quote selection dialog (filter: Additional Charge = 1, and optionally Job = current job).
5. User selects one Sales Quote and confirms.
6. System copies the relevant quote items into the job’s charge table, setting Sales Quote Link = selected Sales Quote for each new charge row.
7. Existing charge rows are not duplicated; only new lines from the selected quote are added (business logic may restrict to one quote per job or allow multiple; design choice).

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Actions Menu on Jobs

For each job doctype (Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Customs Declaration):

Action	Description
Get Additional Charges	Opens Sales Quote selection (filter by Additional Charge and optionally current job). On confirm, adds selected quote’s items to the job’s charges and sets Sales Quote Link on each new row.
Create Change Request	Creates a new Change Request linked to the current job (Job Type + Job). User then fills charge lines; this document is the basis for creating a Sales Quote (Additional Charge + job reference).

Implementation: Add these as Custom or Server Actions in the respective job doctypes, or as buttons that call whitelisted methods.

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Implementation Summary

Component	Description
New DocType	Change Request – header (Job Type, Job, Status, Remarks) + child table Change Request Charge (item, quantity, UOM, currency, unit cost, amount, remarks). Contains additional charge costs.
Sales Quote	Add Additional Charge (Check), Job Type, Job; add Job (or job reference) on Sales Quote Item for additional-charge lines.
Job charge tables	Add Sales Quote Link (Link to Sales Quote) on each charges child table (Transport Job Charges, Warehouse Job Charges, Air Shipment Charges, Sea Shipment Charges, Customs Declaration charges).
Job Actions	Get Additional Charges – prompt Sales Quote selection; apply selected quote’s items to job charges with Sales Quote Link set. Create Change Request – create Change Request linked to current job.
Change Request → Sales Quote	Button or action on Change Request to Create Sales Quote – creates a Sales Quote with Additional Charge = 1, Job set, and items from Change Request Charge.

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Validation and Rules (Suggested)

1. Sales Quote: If Additional Charge is checked, Job (and Job Type if used) is required.
2. Sales Quote Items: For Additional Charge quotes, each item row should have job reference (or inherit from header).
3. Get Additional Charges: Only allow selecting Sales Quotes where Additional Charge = 1 and Job = current job (or leave flexible to support multi-job quotes if required).
4. Change Request: Job and Job Type required; at least one Change Request Charge row before submission (if submitted state is used).
5. Charge items on job: When adding rows via Get Additional Charges, set Sales Quote Link to the selected Sales Quote; do not overwrite existing rows’ Sales Quote Link.

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Optional Enhancements

• Workflow on Change Request: Draft → Submitted → Sales Quote Created.
• Link from Sales Quote back to Change Request: If Sales Quote was created from a Change Request, store Change Request link on Sales Quote for audit trail.
• Permissions: Restrict “Get Additional Charges” and “Create Change Request” by role if only certain users should add or approve additional charges.
• Reporting: List view or report of jobs with additional charges (where any charge row has Sales Quote Link pointing to an Additional Charge quote).

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Summary

Item	Description
Feature	Support additional charges on jobs with client approval via Sales Quote and traceability via Sales Quote Link on charge rows.
New DocType	Change Request – holds additional charge costs; basis for creating an “Additional Charge” Sales Quote.
Sales Quote	Additional Charge checkbox; Job (and Job Type) and job reference on items.
Job charge tables	Sales Quote Link on each charge row.
Job Actions	Get Additional Charges (Sales Quote selection → apply to job); Create Change Request (new Change Request linked to job).