Shipper Interface
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:** 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 | :** 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 | ||
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==== General Tab ==== | ==== General Tab ==== |
Revision as of 21:33, 10 June 2010
Contents |
General Info
Data dictionary
General fields:
- Shipper
- Pick Up location
- Ship To location
- PO Issued by
- Created by
- Created on (date and time)
- Pick Up Comments
- Commodity Description
- Cargo available
Commodity fields:
- PO
- meaning:
- type/format:
- default:
- required?
- short name:
- SKU
- Quantity (Qty)
- Item description
- Number of pallets
- Number of packages on pallets
- Loose packages
- Gross Weight
- Item Value
- Total value
- Haz/Non-Haz
- Stackable
Functionality
Add shipment
Shipper user should be able to add shipment with the following fields - see below.
Edit shipment
Delete shipment
View shipments
notifications feature
visibility
Intro
This is a new module therefore at this moment it is not clear what components are required or affected. As a result all requirements are documented in this "main" article for now.
Related Concepts and Glossary
- TBD
CBN: Core Business Need
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.
BR: Business Requirements and Design Ideas
see original requirements here: Shipper Interface (BR)
Systems Design and Prototype
This wiki section is managed by: Systems Analyst
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
- Client
- User can be at least one role or up to 3 roles:
Shipper User profile
- 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
- If there is more than one E0. client companies that shipper can create CT for, set it to blank value
- 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
EM user profile
- 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
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
Domestic Shipping Portal
- Tabs: New, Approved, Hold, Rejected, Delivered, and Archived tabs
- Filter: Client Company
- 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
- CT#
- Buttons:
- Add
- Display - Only on New Tab
- View
- Display - All tabs
- Edit
- Display - Only on New Tab
- Delete
- Display - Only on New Tab
- Add
- Paging
- Sorting
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
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 straigtly to the Domestic Shipping Portal
- General client user logs on straightly to CyberTrax Homepage
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
- default to blank if there is many different E0.Client Companies that shipper can create for
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 [[]]
- 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
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
- Click Delete button, message warning pop-up condition below:
CyberTrax Homepage
- Under Shipment List menu
- Default: Live Tab
- Condition:
- Shipment that is approved: should be showing on Live tab?
Domestic Shipment
- Buttons:
- Edit
- Select a shipment record
- Click Edit button
- 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]
- Edit page(GenTab) - See #Figure 4. Create CT General Tab
- Save shipment information
- Delete
- 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
- If No or Cancel, shipment record stays as it is
- Show Selected
- Select a shipment record
- Click Show Selected OR double clicks on a shipment record
- View shipment detail page consists of:
- Shipment Details Tab
- Edit
????? (Need to list what info should be showing?)
- Contents Tab
?????(Need to list what info should be showing?)
- Communication Center Tab
?????(To: who? specific EADOM? and this is the same as Query tab when creating a CT, should we name it the same?, what the behaviors of this tab?)
- Filter:
- Client Company
- Label: Client Company
- Widget: Listbox with only 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
- Client Company
- Condition:
?????(how long this shipment stay in shipment lists on Created CT tab?, JG operator will be the one to set the visibility for client company, correct? once it is removed, does it need some kind of notification to the shipper?)
Figures
Figure 1. Create Shipper Account from Non-Jaguar User
Figure 2. Shipper logs In
Figure 3. New Tab
Figure 4. Approved and Hold Tabs
Figure 5. Rejected Tab
Figure 6. Add CT(s)- General Tab
Figure 7. Enter Info - General Tab
Figure 8. View Info - General Tab
History
m2078
BA 2078
- http://mantis.jaguarfreight.com/mantis/view.php?id=2078
- because it is a new component I am doing it under "(main)" wiki
- completed: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_(main)&oldid=10826
- final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
- revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086