Shipper Interface

From UG

[edit] Functionality

[edit] Add shipment

This allows user to add new shipment record with some information

User clicks Add button - see Add button #Figure 3 New Tab with no CT(s)
It brings user to create shipment page (GenTab) - see #Figure 4 Add shipment(s)
User clicks Save button in order to save shipment information
If user clicks Save button before entering in all majority required fields THEN
- Error warning message: Some of the required fields are not complete, please review and update. [OK] - see #Figure 5 Error warning message on save
- ELSE Preview and disclaimer message: see #Figure 7 Preview and Disclaimer message on save
- AND Confirmation message: see #Figure 8 Confirmation message on save

[edit] Edit shipment

This allows user to edit shipment record information when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

User selects a shipment record
User Clicks Edit button - see Edit button #Figure 3 New Tab with no CT(s)

IF Ct#Export_Pick_Up_Trucker AND Ct#Estimated_Export_Pick_Up_Date is EMPTY THEN shipment record CAN BE EDITED! ELSE shipment record is lock for read ONLY
Message pop-up showing: This record cannot be edited because either pick up trucker or pick up date has been assigned. Please contact Jaguar Freight. [OK]

It brings user to shipment record edit page - see #Figure 25 Edit shipment from New Tab (for shipper ONLY)
User clicks Save button in order to save shipment information

[edit] Delete shipment

This allows user to delete shipment when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

User selects a shipment record
User clicks Delete button - see Delete button #Figure 3 New Tab with no CT(s)

IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
- If Yes, shipment record can be deleted, shipment is removed from the records
- If No or Cancel, shipment record stays as it is

[edit] View shipment

This allows user to view the shipment record.

User selects a shipment record
User clicks View button OR double clicks on a shipment record
It brings user to read only view page - see #Figure 26 View an approved shipment from Approved Tab (Shipper/EM/Planner)

[edit] Copy shipment

This allows user to copy or clone a shipment from any tab in order to create a new shipment with pre-filled info and update any of the necessary fields for external manufacturer re-approval

User selects a shipment
User clicks Copy button on a particular shipment record that he would like to update
User updates info such as quantity,...etc
User clicks Save button in order to save shipment information and create a new shipment record on New Tab

[edit] Save shipment

This allows user to save shipment information

User clicks Save button for a particular shipment record
Condition: Quantity cannot be zero and all majority fields MUST be entered before allowing to save

Warning pop-up message: This shipment cannot be saved, ( ) field cannot be blank [OK]

Shipment is saved and generate shipment number

[edit] Notifications feature

Ability for user to opt-in/out to receive notification on My Profile

First Stage: User receives all notifications

Second Stage: Opt-in/out to receive notification (setting from My Profile)

[edit] E-mail Notifications

An e-mail notification will be sent automatically reconfirming back to the user(shipper) the information they have entered.

You have created (XX) shipment(s) for PO Issued by shipping from Pick up locatiom (company, city) to Deliver location .
For example:

You have created 3 shipment(s) for CEI Holmdel shipping from GANNET WAREHOUSE, NJ to CEI Holmdel, NJ. 
CT#11111
CT#11112
CT#11113

An e-mail notification will be sent automatically to the user(shipper) when the approval status for shipment record(s) has been updated by external manufacturer's planner.

Approve the entire quantity entered.
Hold with or without a date for the entire quantity entered.
Reject the entire quantity entered.

The system will send a status notification to the user(shipper) advising that your record XX was approved by planner’s name (external manufacturer planner's name) at (time) on (date).

For example:

Your shipment record CT#11111' has been approved by John Smith at 10:00 AM (EST) on 9-Jun-2010.

Your shipment record CT#11112' has been placed on hold by John Smith at 10:00 AM (EST) on 9-Jun-2010. Wait to approve.

Your shipment record CT#11113' has been rejected by John Smith at 10:00 AM (EST) on 9-Jun-2010. Only require 10000 pieces.

[edit] Adding new address by Shipper User

Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.

Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)

[edit] Password protected web based access

2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
If user is only a shipper, THEN user logs on straightly to the Domestic Shipping Portal
General client user logs on straightly to CyberTrax Homepage

[edit] Systems Design and Prototype

[edit] User Profile from Non-Jaguar Users Profile

Create an account from Non-Jaguar Users Profile

User can be at least one role or up to 3 roles:
- Client
  - Select E0.Client Company - Visible the shipments that belong to E0.Client Company
- Shipper
  - Check Shipper field and select the E0. Client Company that would be created for
- External Manufacturer
  - Check External field and select PO.issued by company on dropdown list
From this example, admin creates an account for a user as a shipper role only

[edit] Shipper User profile

See #Figure 1a Create Shipper Account from Non-Jaguar User
Do a similar things as creating a client user account for part A. General Info
Set Part B. Visibility

- Visibility should be set properly
Shipper checkbox - checked
Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
- For example: E.A USA Domestic
- System automatically updates this field E0.Client Company on internal app as "E.A USA Domestic" when user create a shipment on shipper interface

Set Part C. Link to Address book

This address automatically updates Shipper field on Shipper Interface and welcome user log in message on user profile

[edit] EM user profile

See #Figure 1b Create EM (planner) Account from Non-Jaguar User
Do a similar things as creating a client user account for part A. General Info
Set Part B. Visibility

- Visibility should be set properly
External Manufacturer checkbox - checked
P.O Issued by - select company that external Manufacturer can approve the shipment for
- For example: CEI Holmdel
- When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY

Set Part C. Link to Address book

This address is for welcome message on user profile

[edit] Summary

Log on to client application as a shipper or an external manufacturer

See #Figure 2. Shipper logs In
Domestic Shipping Portal button
- This navigates user to Demestic Shipping Portal
- See #Domestic Shipping Portal
- Case of External Manufacturer - See External_Manufacturer_Interface
CyberTrax Homepage button
- This navigates user to client homepage

[edit] Domestic Shipping Portal

[edit] Tabs

New Tab - See #Figure 3. New Tab
Approved Tab - See #Figure 4. Approved Tab
- Condition: Approved by field will be updated on the record when the shipment is approved by whom and when
Hold Tab - See #Figure 4. Approved Tab
- Condition 1 Approved by field will be updated on the record when the shipment is hold by whom and when
Rejected Tab - See #Figure 4. Approved Tab
- Condition: Approved by field will be updated on the record when the shipment is rejected by whom and when
Delivered Tab - See #Figure 4. Approved Tab.
- Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
Archived tab - See #Figure 4. Approved Tab .
- Condition: Same logic as Delivered Tab on Client and Internal App

[edit] Filter: Client Company

Client Company
- Label: Client Company
- Widget: Listbox with only list of client companies that shipper was created
- Buttons:
  - Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
  - Clear: reset information
  - Condition: This applies for all tabs
  - For example, if user selects client company filter and clicks Apply then it applies for all tabs

[edit] Shipment List table

CT#
- Display - All tabs
Created On
- Display - All tabs
Pick Up Location
- Display - All tabs
Delivery Location P.O
- Display - All tabs
SKU
- Display - All tabs
Qty
- Display - All tabs
Copy button
- Display - Only Rejected Tab

[edit] Buttons

Add
- Display - Only on New Tab
- See #Add CT
- Functionality - #Add shipment
View
- Display - All tabs
- Functionality - #View shipment
Edit
- Display - Only on New Tab
- Lock for edit condition: IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record is READ ONLY
- Functionality - #Edit shipment
Delete
- Display - Only on New Tab
- Functionality - #Delete shipment

Paging
Sorting

[edit] Add CT

Create CT page

Pop-up window - see #Figure 6. Add CT(s)- General Tab
MOT: Default to Truck- Domestic - Hidden field
Pre-filled E0.Client Company field - hidden field
- Mapping: E0.Client company from Non-Jaguar user > Create CT for E0.Client Company if there is only one client company
- For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to EA USA Domestic

OR

default to blank if there is many different E0.Client Companies that shipper can create for
- For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies

First Stage: We are offering for the first example for shipper to create shipment for only one client company. Future: we can make it more flexible for shipper in order to create shipments for many client companies.!!!

[edit] General Tab

See #Figure 6. Add CT(s)- General Tab

E0. Client Company:

Label: E0. Client Company
Widget: Combobox
Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility> Shipper."Create CT for Client Company in Non Jag profile"
Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
Required: Yes
NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

Label: E1. Visibility 1
Widget: Combobox
Mapping: None
Required: Yes
Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

Shipper:

Label: Shipper:
Widget: Read Only Combobox without C button
Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
Default: value from Jag User profile part C address book
Required: Yes
Note: Not editable! No clear button

Pick-Up Location:

Label: Pick-Up Location:
Widget: Read Only for selected list Combobox with Clear(C) button
Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
Default: Yes - copy company address from Shipper field
Note: C button - clear button, once it is clear, this box can be editable.
Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Ship To Location:

Label: Ship To Location:
Widget: Read Only for selected list Combobox with Clear(C) button
Mapping: Address book> Consignee (T2) ONLY list USA/Canada address
Default: blank
Required: Yes
Note: C button - clear button, once it is clear, this box can be editable.
Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....

P.O. Issued by:

Label: P.O. Issued by:
Widget: Listbox
Mapping: Admin> P.O. Issued by - See External_Manufacturer_Address_book
Default: blank
Required: Yes

Pick-up Instruction:

Label: Pick-up Instruction:
Widget: textarea
Mapping: n/a
Default: blank
Required: No

Commodity description:

Label: Commodity description:
Widget: textarea
Mapping: n/a
Default: blank

Cargo Available:

Label: Cargo Available:
Widget: datebox
Mapping: None
Default: Copy from Create On
Condition: Allow user to edit this date to today, tomorrow, the next day date ONLY.

Created by

Combine created by, Time CT Created, and Created on field
Label: Created by
Widget: Read ONLY textbox
Mapping: Non-Jag user profile
Default: current shipper user login First and Last names
Mapping: CT_bo#Created_On_Date
Default: System Date stamps when shipment is first created
Mapping: System Timestamps
Default: System Timestamps when shipment is first created

P.O

Label: P.O.
Widget: textbox
Mapping: n/a
Default: blank

SKU

Label: SKU
Widget: textbox
Mapping: n/a
Default: blank

Qty

Label: Qty
Widget: textbox
Mapping: n/a
Default: blank

Item Description

Label: Item Description
Widget: textbox
Mapping: n/a
Default: blank

# Plt

Label: # Plt
Widget: textbox
Mapping: n/a
Default: blank

pkgs on plt

Label: Pkgs on Plt
Widget: textbox
Mapping: n/a
Default: blank

Loose pkgs

Label: Loose pkgs
Widget: textbox
Mapping: n/a
Default: blank

GW

Label: GW with unit option [Lbs/Kgs]
Widget: textbox
Mapping: n/a
Default: Lbs

Piece price

Label: Piece price
Widget: textbox
Mapping: n/a
Default: blank

Total Value

Label: Total Value
Widget: Read only textbox
Mapping: n/a
Value: Qty * Piece price
Default: blank

Haz/Non-Haz

Label: Haz/Non-Haz
Widget: Listbox
Mapping: n/a
Value: [Yes][No]
Default: No

Stackable

Label: Commodity description:
Widget: Listbox
Mapping: n/a
Value: [Yes][No]
Default: Yes

Approved by

Combine approved by, Time Date Stamps
Label: Approved by
Widget: Read ONLY textbox
Condition: It takes action when the shipment is Approved, Rejected, or On Hold
Mapping: Non-Jag user profile
Default: current EM's planner user login First and Last names
Mapping: System Time Date Stamps
Default: System Date stamps when shipment is Approved, Rejected, or On Hold
Mapping: System Timestamps
Default: System Timestamps when shipment is Approved, Rejected, or On Hold
Note: This field will ONLY appear on the record when the shipment was Approved, Rejected, or On Hold.

Clear button

Check commodity line(s) then click Clear button, info is reset to blank for that line(s)

Save button

Click Save button, System checks whether all majority fields are entered before all info is saved in the system
If at least one of the majority fields are not entered, then system will not allow records to be saved and show warning message
Each line of commodity table will be generated individual shipment record (CT#)
- For example, there are 10 lines of filled PO/SKU(s), system will generate 10 different shipment records after user clicks Save button

Delete button

Click Delete button, message warning pop-up condition below:
- IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
- Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
- ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
  - If Yes, shipment record can be deleted
  - If No or Cancel, shipment record stays as it is

[edit] CyberTrax Homepage

Under Shipment List menu

Default: Live Tab
Current functionalities
Additional Condition:
- Shipment that is approved by EM should be showing on Live tab on Client and Internal application as well as Approved Tab on Shipper Interface and External Manufacturer Interface!!!