Sales Quote Separate Billings And Internal Job

Sales Quote: Separate Billings per Service Type and Internal Jobs

This document describes the Separate Billings per Service Type option on Sales Quote and the behaviour of Internal Jobs when a related service has no charges.

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1. Checkbox: Separate Billings per Service Type

On the Sales Quote, in the Routing tab, the field Separate Billings per Service Type controls how charges are applied when creating Bookings and Orders from the quote.

Checkbox	Behaviour
Checked	Each Booking/Order gets only the charges that match its service type. Air Booking gets Air charges only; Sea Booking gets Sea charges only; Transport Order gets Transport charges only; Declaration gets Customs charges only.
Unchecked	All charges from the Sales Quote are added to the main service Booking/Order. The main service is the one marked as Main Job in the routing legs (or the quote’s main service). Other service types still get their own Bookings/Orders where applicable, but charge handling follows the Internal Job rules below when they have no charges.

1.1 Charge tables on Bookings/Orders

• When Separate Billings per Service Type is checked: each document’s charges table is populated only with Sales Quote Charge rows where service_type matches that document (Air, Sea, Transport, Customs, etc.). Existing charge tables support this; ensure filters use service_type when this option is on.
• When Separate Billings per Service Type is unchecked: the main service Booking/Order must accept all charge types. Charge tables (e.g. Air Booking Charges, Sea Booking Charges, Transport Order Charges, Declaration Charges) must allow all charges from the quote—i.e. allow rows that may have different service_type or an “other service” indicator (e.g. other_service_type) so that the main job can carry Air + Sea + Transport + Customs + Warehousing etc. as needed.

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Complete field reference

Fields mentioned here (Separate Billings per Service Type, Internal Job, Main Job, routing, charges) are on Sales Quote and on each Booking / Order / Job DocType. Full column lists:

• Sales Quote
• Air Booking, Sea Booking, Transport Order, Declaration Order, Declaration

2. Internal Job: when there are no charges for a related service

When creating a Booking/Order for a non‑main service type (e.g. Customs, Transport leg) from the same Sales Quote:

• If the quote has no charges for that service type (no rows in Sales Quote Charges for that service_type), the created document must be treated as an Internal Job.

2.1 Tagging as Internal Job

• Set Internal Job = 1 (or equivalent checkbox) on that Booking/Order/Job.
• Set Main Job reference to the main service job (the one that carries customer billing). This links the internal job to the main job for cost allocation and internal billing.

2.2 Internal billing and revenue/cost

For an Internal Job:

• Charges: Add applicable charges as internal billing (e.g. internal transfer / intercompany or internal cost allocation, not customer-facing).
• Revenue: Revenue of the Internal Job is set equal to the Cost of the Main Job (the cost allocated to or incurred by the main job for this service).
• Cost: Cost is as per tariff (or cost tariff) for the internal job’s service.

So:

• Revenue (Internal Job) = Cost of Main Job (allocated to this internal service).
• Cost (Internal Job) = As per tariff.

This keeps internal jobs at cost-neutral or at transfer price relative to the main job.

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3. Summary

Scenario	Separate Billings = Yes	Separate Billings = No
Main service Booking/Order	Only charges for that service type	All charges from the quote (all service types allowed in charges table)
Other service Booking/Order (has charges in quote)	Only charges for that service type	Only charges for that service type
Other service Booking/Order (no charges in quote)	Create as Internal Job, reference Main Job; charges = internal billing; Revenue = Cost of Main Job; Cost = as per tariff	Same: Internal Job, reference Main Job; internal billing; Revenue = Cost of Main Job; Cost = as per tariff

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4. Implementation notes

• Sales Quote: Field separate_billings_per_service_type (Check) is in the Routing section.
• Bookings/Orders (e.g. Air Booking, Sea Booking, Transport Order, Declaration Order / Declaration): Support fields Internal Job (Check) and Main Job (reference: e.g. main_job_type + main_job Dynamic Link, or single link to the main job document).
• Charge population:
  • If separate_billings_per_service_type is true: existing behaviour—filter Sales Quote Charges by service_type per document.
  • If false: main service document gets all Sales Quote Charges (no service_type filter for main); other documents get only their service type; if a non‑main service has no charges, create as Internal Job and apply internal billing/revenue/cost rules above.
• Internal Job: When creating a job/booking/order for a leg with no charges for that service, set Internal Job and Main Job reference, then create charges as internal billing with Revenue = Cost of Main Job and Cost as per tariff.

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5. Proposed design: dialog-driven Internal Job creation

5.1 Why change current flow

Current implementation auto-creates Internal Jobs for no-charge non-main legs, but users cannot confirm assumptions before creation. This update introduces a guided dialog so users can review defaults and provide missing operational details in one step.

5.2 Trigger points

Event the dialog when all conditions are true:

• User initiates Create Bookings/Orders from a Sales Quote.
• Leg is non-main.
• Leg service has no quote charges (internal job condition).
• Target document is not already created for that leg.

If multiple legs qualify, show the dialog once per leg in sequence, or as a leg selector within one modal.

5.3 Dialog goals

• Confirm that this leg will be created as an Internal Job.
• Pre-populate fields from Sales Quote, routing leg, and defaults.
• Collect only details that are still missing and required for the target job type.
• Prevent creating incomplete Internal Jobs.

5.4 Dialog structure

Suggested modal title:

• Create Internal Job - {service_type} ({leg_identifier})

Sections:

1. Context (read-only)
   • Sales Quote
   • Main Job (type + document)
   • Service Type
   • Routing leg reference
2. Prefilled defaults (editable)
   • Company / Billing Company
   • Branch / Cost Center / Department (if applicable)
   • Posting date / Expected dates
   • Currency and exchange rate policy
3. Required additional details (must fill before submit)
   • Operation owner / assignee
   • Vendor or partner details (if service-specific)
   • Service-specific operational fields (vehicle, vessel, customs office, etc.)
4. Internal billing preview (read-only with override controls where allowed)
   • is_internal_job = 1
   • main_job_type and main_job
   • Revenue basis: = main job allocated cost
   • Cost basis: = tariff / configured costing rule

5.5 Default population rules

Use deterministic fallback order:

1. Routing leg values (highest priority)
2. Sales Quote header values
3. Party / company defaults
4. System defaults

Examples:

• Company: leg company -> quote company -> user default company.
• Branch/cost center: leg -> quote -> company default.
• Dates: quote transaction date -> today.
• Currency: quote currency -> company currency.
• Main Job reference: always derived from the already-resolved main service document.

5.6 Required field strategy

Before showing submit action:

• Resolve required fields by target DocType metadata + service-specific rules.
• Mark fields as:
  • Required now (must be entered in dialog)
  • Can defer (allowed empty at creation, completed later)
• Disable submit until all Required now fields are valid.

Validation messages should be field-level and actionable (for example: Select Transporter for Transport Internal Job).

5.7 User actions

• Create Internal Job
  • Creates document with defaults + user input.
  • Applies internal flags and main-job linkage.
  • Runs normal server validations and returns created doc link.
• Skip this leg
  • Does not create current internal job; continue with other legs.
  • Log skipped leg in result summary.
• Cancel all
  • Stop creation flow; no further legs processed.

5.8 Post-submit behavior

After each successful creation:

• Event toast with created document name and service type.
• Append to a final summary table:
  • Created
  • Skipped
  • Failed (with reason)

If server-side creation fails, keep dialog open with returned error and preserve entered values.

5.9 API and backend expectations

• Keep existing backend rule: no-charge non-main service => internal job semantics.
• Extend create method input contract to accept internal_job_dialog_payload per leg.
• Server remains source of truth for:
  • Internal job flagging
  • Main job link integrity
  • Revenue/cost basis assignment
  • Permission and mandatory validation

5.10 Non-functional considerations

• Auditability: store who confirmed dialog and when.
• Idempotency: repeated submit should not duplicate jobs for same quote leg.
• Performance: bulk-create path should still support multi-leg processing with minimal round trips.
• Consistency: same dialog pattern should be reusable across Air, Sea, Transport, and Customs flows.