Shipper Interface

This wiki section is managed by: Module Owner

Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:

• 1) significantly cut man hours at Jaguar
• 2) streamline / minimize communications

Later (in 1-3 months) another big problem should be solved with a help of Shipper Interface: complicated approval process.

This wiki section is managed by: Business Analyst

Required core functionality:

• web based system to accommodate functionality below:
  • add, edit, delete, view CTs
  • E Query functionality
  • #BR: Lock for edit condition
• should be password protected

BR: Lock for edit condition

Lock the record once a pick up trucker or estimated date is assigned

BR: password protected web based access

• M.O. prefers to "expand" Client App

• Login Screen has TWO options:
  • 1) To Create a CT
  • 2) To log into client app homepage

• • We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
  • add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
  • Set "E0. Client Company" = E.A. USA Domestic
    • this will also define E0 field
  • Part C. Link to Address Book = <this is a link to Shipper's company and user location>
    • must be T2 only!

BR: Add CT

This could be on one tab or multiple tabs The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)

BR: Notifications

• 1st Notification: When an address is manually changed a notification should be sent to the EA DOM e-mail address (eadom@jaguarfreight.com)

• 2nd Notification: After a shipper creates and saves a new CT record, a notification should be sent to their e-mail address as a receipt of what they just inputted into the system. This notification should include:
  • CT #
  • Customer Ref #
  • Export Pick Up
  • Consignee
  • Time CT Created
  • Created on date
  • Pick-up Comments
  • Commodity description
  • Cargo Available
  • Cargo Due
  • Cont Tab fields
    • PO #
    • Item #
    • Quantity,

BR: Gen Tab fields

System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):

• E0. Client Company:
  • system sets it automatically to "Part B. Visibility, Create CT for Client Company in Non Jag profile"
    • [IE - E.A. USA Domestic]
    • (not visible = not on the screen )

• E1
  • system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
  • (not visible)
    • If E0 client company is equal to E.A. USA Domestic then E1 client visibility is equal to Elizabeth Arden

• C. Customer Ref #:

• 2. Shipper (T1):
  • pre-filled based on "Part C. Link to Address Book in Non Jag profile"
  • editable once you clear the combo box otherwise read only
  • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed

• 5. Export Pick-up (T4):
  • required
  • provide list from Address book
  • same as on internal but only list USA/Canada addresses
  • editable once you clear the combo box otherwise read only
  • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed

• 3. Consignee (T2):
  • required
  • same as on internal but only list USA/Canada addresses
  • editable once you clear the combo box otherwise read only
  • Internally system should copy to Delivery To (T5) as usual
  • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed

• Created by
  • read only

• "Time CT Created"
  • new CT2 field !
  • read only

• Created on date
  • read only

• 7. Pick-up Comments:

• 15. Commodity description:
  • required

• Cargo Available:

• Cargo Due:

BR: Cont Tab fields

Everything we have on internal but: copy, move functionality

BR: Query Tab fields

Allow Client functionality.

This feature is lower priority.

BR: Edit CT

Ability to open record and edit fields above unless #BR: Lock for edit condition is true.

After record is locked show read-only version.

BR: Delete CT

Allow unless #BR: Lock for edit condition is true

BR: View CTs

If implementation is Client App based - use existing CT list. Else any basic CT list is fine.

This wiki section is managed by: Systems Analyst

• Log on to client interface as a shipper

• Create CT button
• See Create CT functionality
• Go to Homepage button
  • This navigates to client homepage
  • Shipper

• Create CT functionality

• Edit CT functionality

• This shipment can be edited from Client shipment list on Created CT tab
• Lock shipment for "Edit" condition, see #SD: Lock for edit condition

• Delete CT functionality

• View CT functionality

• Communication Center functionality

SD: 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

SD: password protected web based access

SD: Add CT

• It consists of fields below:

E0. Client COmpany:

• Label:
• Widget:
• Mapping:

• Default: Created CT tab

...

• Field M
  • map to CT#xyz ....
  • validation: ....
  • link to prototype: ....

SD: Feature Z

...

...