Receiving Report

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* parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2061
* parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2061
-
== Business Requirements ==
+
== Business Need (MO) ==
 +
<div style="background-color:DarkSalmon;">
-
=== Summary (BR) ===
+
''This wiki section is managed by: [[Module Owner]]''
-
* It is similar in nature to [[In Transit]].
+
-
* Urgently needed for [[NATP]].
+
-
=== MOT (BR) ===
+
Core business need - Unknown.
-
For Truck-Domestic only.
+
-
=== Hard coded conditions (BR) ===
+
</div>
-
We need to report all CTs that are:
+
== Detailed Design ==
 +
<div style="background-color:DarkSeaGreen;" >
-
(NOT "ON HOLD")
+
''This wiki section is managed by: [[Systems Analyst]]''
-
and (NOT "PENDING APPROVAL")
+
-
and (NOT DELIVERED)
+
-
=== Filters (BR) ===
 
-
Minimum: Same as in [[Trucking Optimization Report]].
 
-
Maximum: all CT fields.
+
=== MOT (SA) ===
 +
For Truck-domestic only.
-
=== Output (BR)===
+
=== Hard coded conditions (SA) ===
-
==== Types of output (BR) ====
+
We need to report all CTs that are:
 +
 
 +
*([[CT#On Customer Hold]] = false)
 +
* and ([[CT#Pending Approval]] = false)
 +
* and ([[CT#Actual_Delivery_Date]] is empty)
 +
 
 +
=== Filters (SA) ===
 +
 
 +
Same as in [[Trucking Optimization Report]].
 +
 
 +
=== Output (SA)===
 +
 
 +
==== Types of output (SA) ====
Spreadsheet only.
Spreadsheet only.
-
==== Columns(BR) ====
+
==== Header ====
-
CT# (text, not hyperlink)
+
* Jaguar logo
-
date created
+
* Report Name
-
  date available
+
* Date and Time  
-
pick up date
+
* List of filters selected
-
delivery date
+
* Number of CTs
-
+
-
------------- (origin / supplier information)
+
-
Supplier
+
-
Tel #
+
-
City
+
-
State
+
-
ZIP
+
-
PO #
+
-
SKU/Item
+
-
Plts
+
-
Lose Ctns
+
-
Gross Wt (LB) with LB Label
+
-
------------ Consignee / delivery location
+
Example:
-
Consignee
+
-
City
+
-
State
+
-
ZIP
+
-
Telephone #
+
-
Trucker Name
+
-
==== Tabs ====
+
Receiving Report
 +
28-May-2010 02:57 PM CDT
 +
Client Companies: E.A. USA Domestic
 +
453 shipment(s)
-
One tab
+
==== Columns ====
-
====  Sort Order (BR) ====
+
1) Fields to include - see below
-
What columns ?
+
* [[CT#CT_Num]]
-
In what order ?
+
** use [[Reports_Output#CT_Num_without_hyperlink]]
 +
* [[CT#Created On]]
 +
* [[CT#Cargo available]]
 +
* [[CT#Actual Pick Up Date]]
 +
** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
 +
* [[CT#Actual Delivery Date]]
 +
** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
-
===  Schedule vs Generate (BR) ===
+
* [[Address#Company]] related to [[CT#Pick Up]]
-
Need both.
+
* [[Address#Phone]] related to [[CT#Pick Up]]
 +
* [[Address#City]] related to [[CT#Pick Up]]
 +
* [[Address#State]] related to [[CT#Pick Up]]
 +
* [[Address#Zip]] related to [[CT#Pick Up]]
-
=== Related Workflow (BR) ===
+
* [[Commodity#PO]] related to [[CT#CT Num]]
-
Unknown.
+
*  [[Commodity#SKU]] related to [[CT#CT Num]]
 +
*  [[Commodity#Qty]] related to [[CT#CT Num]]
 +
*  [[Commodity#Plts]] related to [[CT#CT Num]]
 +
*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
 +
*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
-
=== See Also (BR) ===
+
* [[Address#Company]] related to [[CT#Delivery To]]
-
See xls attached to http://mantis.jaguarfreight.com/mantis/view.php?id=2061
+
* [[Address#Phone]] related to [[CT#Delivery To]]
 +
* [[Address#City]] related to [[CT#Delivery To]]
 +
* [[Address#State]] related to [[CT#Delivery To]]
 +
* [[Address#Zip]] related to [[CT#Delivery To]]
-
<!-- ----------------------------------------------------------------------------->
+
* [[CT#Pick Up Trucker]]
 +
* [[CT#Delivery Trucker]]
-
== Detailed Design ==
+
2) Default settings for [[Reports_Output#Selected_List]]- all fields.
-
=== MOT (SA) ===
+
3) Use [[Reports_Output#LIPCO_multi_line]]
-
For Truck-domestic only.
+
-
=== Hard coded conditions (SA) ===
+
4) Label for each field - see below:
-
We need to report all CTs that are:
 
-
*([[CT#On Customer Hold]] = false)
 
-
* and ([[CT#Pending Approval]] = false)
 
-
* and ([[CT#Actual_Delivery_Date]] is empty)
 
-
=== Filters (SA) ===
+
<pre>
-
Same as in [[Trucking Optimization Report]].
+
CT#
-
=== Output (SA)===
+
Created On
 +
Cargo available
 +
Actual Pick Up Date
 +
Actual Delivery Date
-
==== Types of output (SA) ====
+
Pick Up Company
 +
Pick Up Phone
 +
Pick Up City
 +
Pick Up State
 +
Pick Up Zip
-
Spreadsheet only.
+
PO
 +
SKU
 +
Qty
 +
Plts 
 +
Loose Pkgs 
 +
Gross Lb 
-
==== Columns(SA) ====
+
Deliver To Company (! changed)
 +
Delivery Phone
 +
Delivery City
 +
Delivery State
 +
Delivery Zip
-
CT# (text, not hyperlink)
+
Pick Up Trucker
-
date created
+
Delivery Trucker
-
date available
+
-
pick up date
+
-
delivery date
+
-
+
-
------------- (origin / supplier information)
+
-
Supplier
+
-
Tel #
+
-
City
+
-
State
+
-
ZIP
+
-
PO #
+
-
SKU/Item
+
-
Plts
+
-
Lose Ctns
+
-
Gross Wt (LB) with LB Label
+
-
------------ Consignee / delivery location
+
</pre>
-
Consignee
+
 
-
City
+
<!-- Use [[Standard Short Label]] -->
-
State
+
-
ZIP
+
-
Telephone #
+
-
Trucker Name
+
==== Tabs ====
==== Tabs ====
-
One tab? One tab per Pick Up State?
+
One tab
====  Sort Order (SA) ====
====  Sort Order (SA) ====
-
What columns ?
+
Sort by [[CT#Actual Delivery Date]]; earliest on the top.
-
In what order ?
+
===  Schedule vs Generate (SA) ===
===  Schedule vs Generate (SA) ===
Need both.
Need both.
 +
 +
</div>
== History ==
== History ==
 +
 +
=== m2062 ===
 +
http://mantis.jaguarfreight.com/mantis/view.php?id=2062
 +
 +
*  '''last in production !!!'''
 +
 +
==== BA 2062 ====
 +
see [[#Business_Requirements]]
 +
 +
==== SA 2062 ====
 +
see [[#Detailed Design]]
 +
 +
* last revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=10474
 +
 +
=== m2081 ===
 +
Mantis: [http://mantis.jaguarfreight.com/mantis/view.php?id=2081 2081]
 +
 +
==== SA 2081 ====
 +
* Add "Delivery Trucker" as a possible output
 +
* Spec is updated: Y
 +
* Final Version [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=10710 10710]
 +
 +
=== m2098 ===
 +
Mantis: [http://mantis.jaguarfreight.com/mantis/view.php?id=2098 2098]
 +
 +
==== SA 2098 ====
 +
* Add "Qty" as a possible output
 +
* Spec is updated: Y
 +
* Final Version [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11030 11030]
 +
 +
=== Archived BR ===
 +
* last edition with BR: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11031 11031]
 +
 +
=== m2097 ===
 +
 +
* logic added to: [[#Columns]]. See below
 +
** [[CT#Actual Pick Up Date]]
 +
*** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
 +
** [[CT#Actual Delivery Date]]
 +
*** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
 +
 +
* spec was updated
 +
* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11081 11081]
 +
 +
=== Header section added ===

Current revision as of 14:25, 7 June 2010


Contents

[edit] General

[edit] Business Need (MO)

This wiki section is managed by: Module Owner

Core business need - Unknown.

[edit] Detailed Design

This wiki section is managed by: Systems Analyst


[edit] MOT (SA)

For Truck-domestic only.

[edit] Hard coded conditions (SA)

We need to report all CTs that are:

[edit] Filters (SA)

Same as in Trucking Optimization Report.

[edit] Output (SA)

[edit] Types of output (SA)

Spreadsheet only.

[edit] Header

  • Jaguar logo
  • Report Name
  • Date and Time
  • List of filters selected
  • Number of CTs

Example: 

Receiving Report																				
28-May-2010 02:57 PM CDT																																								
Client Companies: E.A. USA Domestic																				
453 shipment(s)

[edit] Columns

1) Fields to include - see below

2) Default settings for Reports_Output#Selected_List- all fields.

3) Use Reports_Output#LIPCO_multi_line

4) Label for each field - see below: 



CT#

Created On
Cargo available
Actual Pick Up Date
Actual Delivery Date

Pick Up Company 
Pick Up Phone
Pick Up City
Pick Up State
Pick Up Zip

PO
SKU
Qty
Plts  
Loose Pkgs  
Gross Lb  

Deliver To Company (! changed)
Delivery Phone
Delivery City
Delivery State 
Delivery Zip

Pick Up Trucker
Delivery Trucker


[edit] Tabs

One tab

[edit] Sort Order (SA)

Sort by CT#Actual Delivery Date; earliest on the top.

[edit] Schedule vs Generate (SA)

Need both.

[edit] History

[edit] m2062

http://mantis.jaguarfreight.com/mantis/view.php?id=2062

  • last in production !!!

[edit] BA 2062

see #Business_Requirements

[edit] SA 2062

see #Detailed Design

[edit] m2081

Mantis: 2081

[edit] SA 2081

  • Add "Delivery Trucker" as a possible output
  • Spec is updated: Y
  • Final Version 10710

[edit] m2098

Mantis: 2098

[edit] SA 2098

  • Add "Qty" as a possible output
  • Spec is updated: Y
  • Final Version 11030

[edit] Archived BR

  • last edition with BR: 11031

[edit] m2097

  • spec was updated
  • final version: 11081

[edit] Header section added

Retrieved from "https://wiki.jaguarfreight.com/Receiving_Report"
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