Shipper Interface

(Difference between revisions)

Jump to: navigation, search

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)

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"
  • not editable
  • 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

• See #Figure 1. Shipper logs In
• Create CT button
  • See Create CT functionality
• Go to Homepage button
  • This navigates to client homepage
  • Shipper can see created CT on Created CT tab
    • Edit
    • View
    • Delete
  • See #Go to Homepage

• Create CT functionality

• This navigates to create CT page
• Default: Truck-Domestic MOT
• See #Figure 2. Shipper creates CT

• 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
• See #Figure 4. Create CT General Tab

• 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

• 2 buttons for create CT and Go to homepage will be showing for shipper users who has ability to create CT ONLY
• General client user logs on and straight to the homepage

SD: Add CT

• Create CT page

• default to 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, then create CT page, it will be default to E0.Client Company

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

• Each CT consists of 3 tabs"

• General Tab
• Cont Tab
• Query Tab

SD: Notifications

• Address is a manual entry from Consignee and/or Export Pick-up(T4).
• Notification is sent out to eadom users when shipper user manual entries address and clicks save or save/next tab
• EADOM users will receive a notification with CT# and address added for which field via email
• EADOM users will create a new address on address book and set properly field for address as consignee, ...etc
• EADOM users will go to CT# and update the particular field from combobox with new entry address in the system

General Tab

E0. Client Company:

• Label: N/A
• Widget: N/A
• Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility, 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
• 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 (At the moment, do not let shipper user to set this field)
• Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"

Customer Ref #:

• Label:Customer Ref #:
• Widget: textbox
• Mapping: n/a
• Default: blank

Shipper (T1):

• Label: Shipper (T1):
• 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
• Note: Not editable!

Consignee (T2):

• Label: Consignee (T2):
• Widget: Read Only for selected list Combobox with C button
• Mapping: Address book> Consingee (T2) ONLY list USA/Canada address
• Default: blank
• 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#.....

Export Pick-up (T4):

• Label:Export Pick-up (T4):
• Widget: Read Only for selected list Combobox with C button
• Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
• Default: blank
• 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#.....

Created by

• Label: Created by
• Widget: Read ONLY textbox
• Mapping: Non-Jag user profile
• Default: current shipper user login First and Last names

Time CT Created

• Label: Time CT Created
• Widget: Read ONLY textbox
• Mapping: System Timestamps
• Default: System Timestamps when shipment is first created

Created on date

• Label: Created on date:
• Widget: Read ONLY textbox
• Mapping: CT_bo#Created_On_Date
• Default: System Date stamps when shipment is first created

Pick-up Comments:

• Label: Pick-up Comments:
• Widget: textarea
• Mapping: n/a
• Default: blank

Commodity description:

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

Cargo Available:

• Label: Cargo Available:
• Widget: datebox
• Mapping: date calendar
• Default: blank

Cargo Due:

• Label: Cargo Due:
• Widget: datebox
• Mapping: date calendar
• Default: blank

Save button

• Click Save button, info is saved in the system

Save/Next Tab>> button

• Click Save/Next Tab button, info is saved in the system and go to Cont Tab

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! and show warning message: This shipment cannot be deleted, Pick-up trucker and/or Estimate pick-up date has been assigned [OK] ELSE show 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

Cont Tab

Table A. Consists of:

• Add lines to the table functionality

• Same as Internal app> ContTab

• Page Size functionality

• Same as Internal app> ContTab

• Commodity table

• Same as Internal app> ContTab

• Delete selected button

• Function the same as Internal app> ContTab

• Download to spreadsheet button

• Function the same as Internal app> ContTab

Query Tab

• Same functionalities as Comm Center tab

Go to Homepage

• Under Shipment List menu

• Default: Created CT tab