Receiving Report

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''This wiki section is managed by: [[Module Owner]]''
''This wiki section is managed by: [[Module Owner]]''
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Core business need - Unknown.
Core business need - Unknown.
-
 
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See also xls provided by Module Owner attached to http://mantis.jaguarfreight.com/mantis/view.php?id=2061
 
</div>
</div>
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== Business Requirements ==
 
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<div style="background-color:Moccasin;">
 
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''This wiki section is managed by: [[Business Analyst]]''
 
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=== Summary (BR) ===
 
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* It is similar in nature to [[In Transit]].
 
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* Urgently needed for [[NATP]].
 
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=== MOT (BR) ===
 
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For Truck-Domestic only.
 
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=== Hard coded conditions (BR) ===
 
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We need to report all CTs that are:
 
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CREATED
 
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and  (NOT "ON HOLD")
 
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and (NOT "PENDING APPROVAL")
 
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and (NOT DELIVERED)
 
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=== Filters (BR) ===
 
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Minimum: Same as in [[Trucking Optimization Report]].
 
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Maximum: all CT fields.
 
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=== Output (BR)===
 
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==== Types of output (BR) ====
 
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Spreadsheet only.
 
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==== Columns(BR) ====
 
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<pre>
 
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CT# (text, not hyperlink)
 
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date created
 
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date available
 
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pick up date
 
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delivery date
 
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  ------------- (origin / supplier information)
 
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Supplier
 
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Tel #
 
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City
 
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State
 
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ZIP
 
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------------
 
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PO #
 
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SKU/Item
 
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Qty
 
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Plts
 
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Lose Ctns
 
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Gross Wt (LB) with LB Label
 
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------------ Consignee / delivery location
 
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Consignee
 
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City
 
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State
 
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ZIP
 
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Telephone #
 
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------------ Trucker info
 
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Trucker Name
 
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</pre>
 
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==== Tabs ====
 
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One tab
 
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====  Sort Order (BR) ====
 
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Sort by delivery date; earliest on the top.
 
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===  Schedule vs Generate (BR) ===
 
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Need both.
 
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===  Related Workflow (BR) ===
 
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Unknown.
 
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</div>
 
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<!-- ----------------------------------------------------------------------------->
 
== Detailed Design ==
== Detailed Design ==
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Spreadsheet only.
Spreadsheet only.
-
==== Columns (SA) ====
+
==== Header ====
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1) Fields to include - see below
+
* Jaguar logo
 +
* Report Name
 +
* Date and Time 
 +
* List of filters selected
 +
* Number of CTs
-
2) Order on xls (left to right) as below
+
Example:
 +
 
 +
Receiving Report
 +
28-May-2010 02:57 PM CDT
 +
Client Companies: E.A. USA Domestic
 +
453 shipment(s)
 +
 
 +
==== Columns ====
 +
 
 +
1) Fields to include - see below
* [[CT#CT_Num]]  
* [[CT#CT_Num]]  
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* [[CT#Cargo available]]
* [[CT#Cargo available]]
* [[CT#Actual Pick Up Date]]
* [[CT#Actual Pick Up Date]]
 +
** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
* [[CT#Actual Delivery Date]]
* [[CT#Actual Delivery Date]]
 +
** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
* [[Address#Company]] related to [[CT#Pick Up]]
* [[Address#Company]] related to [[CT#Pick Up]]
Line 165: Line 91:
* [[CT#Pick Up Trucker]]
* [[CT#Pick Up Trucker]]
* [[CT#Delivery Trucker]]
* [[CT#Delivery Trucker]]
 +
 +
2) Default settings for [[Reports_Output#Selected_List]]- all fields.
3) Use [[Reports_Output#LIPCO_multi_line]]
3) Use [[Reports_Output#LIPCO_multi_line]]
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=== Archived BR ===
=== Archived BR ===
* last edition with BR: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11031 11031]
* 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

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