External Manufacturer Interface
From UG
(→Set Approval Status) |
(→Figure 2. External Manufacturer Interface (Approved Tab)) |
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== Functionality == | == Functionality == | ||
=== View Shipment === | === View Shipment === | ||
+ | This allows user to view the shipment record. | ||
+ | |||
+ | * User selects a shipment record | ||
+ | * User clicks '''View''' button OR '''double clicks''' on a shipment record - see [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]] | ||
+ | * It brings user to read only view page - see [[Shipper_Interface#Figure_8._View_Info_-_General_Tab]] | ||
+ | |||
=== Set Approval Status === | === Set Approval Status === | ||
+ | This allows user to set approval status for the shipment order whether it is approved, on hold, or rejected. | ||
+ | * See - [[#Figure 5. Set approval status for an individual Shipment ]] for an individual shipment | ||
+ | * See - [[#Figure 1. External Manufacturer Interface (New Tab) ]] on New Tab | ||
+ | ==== Approve ==== | ||
+ | Approve the entire quantity entered. | ||
+ | |||
+ | * User approves many shipments at once | ||
+ | :* User selects shipments by checking checkboxs | ||
+ | :* User sets approval status by selecting '''Approve''' from the dropdown list | ||
+ | :* User clicks '''Apply''' | ||
+ | :* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY. | ||
+ | :** See example - [[Shipper_Interface#E-mail_Notifications]] | ||
+ | |||
+ | * User approves one shipment at a time | ||
+ | * There are 2 ways to do it. | ||
+ | :* User selects shipment and clicks '''View''' button or double clicks on the shipment | ||
+ | :* '''OR''' User selects a shipment by checking a checkbox for a particular shipment | ||
+ | :** See [[#Figure 5. Set approval status for an individual Shipment ]] and [[]] | ||
+ | :* User sets approval status by selecting '''Approve''' from the dropdown list | ||
+ | :* User clicks '''Apply''' button | ||
+ | :* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY. | ||
+ | :** See example - [[Shipper_Interface#E-mail_Notifications]] | ||
+ | |||
+ | ==== Hold ==== | ||
+ | Hold with or without a date for the entire quantity entered. | ||
+ | |||
+ | ===== Hold with Date ===== | ||
+ | This date feature acts as a ‘hold to ship date’ – meaning hold until xx/xx/xxxx before scheduling the pick up. This date cannot be changed 48 hours prior to the date selected. | ||
+ | |||
+ | :* User selects shipments by checking checkboxs or select individual shipment by double clicks on the shipment record or checks on the shipment record | ||
+ | :* User sets approval status by selecting '''Hold''' from the dropdown list | ||
+ | :* Date box is shown to select - See [[#Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)]] | ||
+ | :* User selects date | ||
+ | :* User clicks '''Apply''' button | ||
+ | :* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]] | ||
+ | :* User clicks [OK] | ||
+ | :* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY. | ||
+ | :** See example - [[Shipper_Interface#E-mail_Notifications]] | ||
+ | |||
+ | ===== Hold without Date ===== | ||
+ | User sets the status on hold without date - meaning that user can come back to re-set the status to '''Approve''', '''Reject''', or '''Hold''' with date anytime | ||
+ | |||
+ | :* User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record | ||
+ | :* User sets approval status by selecting '''Hold''' from the dropdown list | ||
+ | :* Date box is shown to select - See [[#Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)]] and [[#Figure 6. Set approval Status to Hold on an individual shipment]] | ||
+ | :* User leaves date blank | ||
+ | :* User clicks '''Apply''' button | ||
+ | :* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]] | ||
+ | :* User clicks [OK] | ||
+ | :* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY. | ||
+ | :** See example - [[Shipper_Interface#E-mail_Notifications]] | ||
+ | |||
+ | ==== Reject ==== | ||
+ | Reject the entire quantity entered, including a comment feature. | ||
+ | |||
+ | The comment feature allows the planner to note “why” this shipment was placed on hold (this is for the suppliers benefit as well). | ||
+ | |||
+ | :* User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record | ||
+ | :* User sets approval status by selecting '''Reject''' from the dropdown list | ||
+ | :* User clicks '''Apply''' button | ||
+ | :* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]] | ||
+ | :* User clicks [OK] | ||
+ | :* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX (this is the CyberTrax number) was rejected by external manufacturer planner's name with the date and time, including the comments entered. | ||
=== Password protected web based access === | === Password protected web based access === | ||
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== Systems Design and Prototype == | == Systems Design and Prototype == | ||
+ | === User Profile from Non-Jaguar Users Profile === | ||
+ | See - [[Shipper_Interface#EM_user_profile]] | ||
+ | |||
+ | === Domestic Shipping Portal === | ||
+ | ==== Tabs ==== | ||
+ | :* New Tab - See [[#Figure 1. External Manufacturer Interface (New Tab) ]] | ||
+ | :* Approved Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]] | ||
+ | :** Condition: '''Approved by''' field will be updated on the record when the shipment is approved by whom and when | ||
+ | :* Hold Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]] | ||
+ | :** Condition 1 '''Approved by''' field will be updated on the record when the shipment is hold by whom and when | ||
+ | :* Rejected Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]] | ||
+ | :** Condition: '''Approved by''' field will be updated on the record when the shipment is rejected by whom and when | ||
+ | :* Delivered Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]]. | ||
+ | :** Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App | ||
+ | :* Archived tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab)]]. | ||
+ | :** Condition: Same logic as Delivered Tab on Client and Internal App | ||
+ | |||
+ | ==== Filter: Client Company ==== | ||
+ | :* Client Company | ||
+ | :** Label: Client Company | ||
+ | :** Widget: [[Listbox]] with only list of 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 | ||
+ | :*** Condition: This applies for all tabs | ||
+ | :*** For example, if user selects client company filter and clicks '''Apply''' then it applies for all tabs | ||
+ | |||
+ | ==== Shipment List table ==== | ||
+ | :* Check box | ||
+ | :** Display - Only on New Tab | ||
+ | :* 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 | ||
+ | |||
+ | ==== Buttons ==== | ||
+ | :* View | ||
+ | :** Display - All tabs | ||
+ | :** Functionality - [[#View shipment ]] | ||
+ | :* Apply | ||
+ | :** Display - New and Hold Tabs | ||
+ | :* Date box | ||
+ | :** Display - New and Hold Tabs when ''Hold'' option is selected | ||
+ | * Paging | ||
+ | * Sorting | ||
+ | |||
+ | ==== General Tab ==== | ||
+ | :* All fields from [[Shipper_Interface#General_Tab]] - view ONLY | ||
+ | :* Set Approval Status | ||
+ | :** Display - New and Hold shipments | ||
+ | :* Hold Date - Schedule Date for Approval | ||
+ | :** Display - Hold shipments ONLY | ||
+ | |||
+ | ==== Comment ==== | ||
+ | :* Pop-up window for user to enter comment when user places shipment on ''Hold'' or ''Reject'' the shipment | ||
+ | :** See - [[#Figure 4. Comment window pop-up ]] | ||
== Figures == | == Figures == | ||
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[[File:ApproveCTList.JPG]] | [[File:ApproveCTList.JPG]] | ||
- | === Figure | + | === Figure 1a. External Manufacturer Interface (New Tab with Hold Status selected) === |
- | [[File: | + | [[File:HoldCTListNew.JPG]] |
- | === Figure | + | === Figure 1b. External Manufacturer Interface (New Tab with Hold Status and Schedule Approval Date) === |
+ | [[File:HoldCTListNew1 1.JPG]] | ||
+ | |||
+ | === Figure 2. External Manufacturer Interface (Approved Tab) === | ||
+ | [[File:ApproveCTTabEM.JPG]] | ||
+ | |||
+ | === Figure 3. External Manufacturer Interface (Hold Tab) === | ||
[[File:HoldCTList.JPG]] | [[File:HoldCTList.JPG]] | ||
+ | |||
+ | === Figure 4. Comment window pop-up === | ||
+ | [[File:CommentWindow.JPG]] | ||
+ | |||
+ | === Figure 5. Set approval status for an individual Shipment === | ||
+ | [[File:GeneralCreateWithStatus.JPG]] | ||
+ | |||
+ | === Figure 6. Set approval Status to Hold on an individual shipment === | ||
+ | [[File:GeneralCreateWithStatus2.JPG]] |
Current revision as of 19:15, 14 June 2010
[edit] Introduction
[edit] General Info
See #Shipper_Interface#Data_dictionary
[edit] Functionality
[edit] View Shipment
This allows user to view the shipment record.
- User selects a shipment record
- User clicks View button OR double clicks on a shipment record - see #Figure 2. External Manufacturer Interface (All Tabs except New Tab)
- It brings user to read only view page - see Shipper_Interface#Figure_8._View_Info_-_General_Tab
[edit] Set Approval Status
This allows user to set approval status for the shipment order whether it is approved, on hold, or rejected.
- See - #Figure 5. Set approval status for an individual Shipment for an individual shipment
- See - #Figure 1. External Manufacturer Interface (New Tab) on New Tab
[edit] Approve
Approve the entire quantity entered.
- User approves many shipments at once
- User selects shipments by checking checkboxs
- User sets approval status by selecting Approve from the dropdown list
- User clicks Apply
- The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
- See example - Shipper_Interface#E-mail_Notifications
- User approves one shipment at a time
- There are 2 ways to do it.
- User selects shipment and clicks View button or double clicks on the shipment
- OR User selects a shipment by checking a checkbox for a particular shipment
- User sets approval status by selecting Approve from the dropdown list
- User clicks Apply button
- The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
- See example - Shipper_Interface#E-mail_Notifications
[edit] Hold
Hold with or without a date for the entire quantity entered.
[edit] Hold with Date
This date feature acts as a ‘hold to ship date’ – meaning hold until xx/xx/xxxx before scheduling the pick up. This date cannot be changed 48 hours prior to the date selected.
- User selects shipments by checking checkboxs or select individual shipment by double clicks on the shipment record or checks on the shipment record
- User sets approval status by selecting Hold from the dropdown list
- Date box is shown to select - See #Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)
- User selects date
- User clicks Apply button
- Comment window pop-up for user to enter - see #Figure 4. Comment window pop-up
- User clicks [OK]
- The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
- See example - Shipper_Interface#E-mail_Notifications
[edit] Hold without Date
User sets the status on hold without date - meaning that user can come back to re-set the status to Approve, Reject, or Hold with date anytime
- User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
- User sets approval status by selecting Hold from the dropdown list
- Date box is shown to select - See #Figure 3. External Manufacturer Interface (New Tab with Hold Status selected) and #Figure 6. Set approval Status to Hold on an individual shipment
- User leaves date blank
- User clicks Apply button
- Comment window pop-up for user to enter - see #Figure 4. Comment window pop-up
- User clicks [OK]
- The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
- See example - Shipper_Interface#E-mail_Notifications
[edit] Reject
Reject the entire quantity entered, including a comment feature.
The comment feature allows the planner to note “why” this shipment was placed on hold (this is for the suppliers benefit as well).
- User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
- User sets approval status by selecting Reject from the dropdown list
- User clicks Apply button
- Comment window pop-up for user to enter - see #Figure 4. Comment window pop-up
- User clicks [OK]
- The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX (this is the CyberTrax number) was rejected by external manufacturer planner's name with the date and time, including the comments entered.
[edit] Password protected web based access
See Shipper_Interface#Password_protected_web_based_access
[edit] Systems Design and Prototype
[edit] User Profile from Non-Jaguar Users Profile
See - Shipper_Interface#EM_user_profile
[edit] Domestic Shipping Portal
[edit] Tabs
- New Tab - See #Figure 1. External Manufacturer Interface (New Tab)
- Approved Tab - See #Figure 2. External Manufacturer Interface (All Tabs except New Tab)
- Condition: Approved by field will be updated on the record when the shipment is approved by whom and when
- Hold Tab - See #Figure 2. External Manufacturer Interface (All Tabs except New Tab)
- Condition 1 Approved by field will be updated on the record when the shipment is hold by whom and when
- Rejected Tab - See #Figure 2. External Manufacturer Interface (All Tabs except New Tab)
- Condition: Approved by field will be updated on the record when the shipment is rejected by whom and when
- Delivered Tab - See #Figure 2. External Manufacturer Interface (All Tabs except New Tab) .
- Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
- Archived tab - See #Figure 2. External Manufacturer Interface (All Tabs except New Tab).
- Condition: Same logic as Delivered Tab on Client and Internal App
[edit] Filter: Client Company
- Client Company
- Label: Client Company
- Widget: Listbox with only list of 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
- Condition: This applies for all tabs
- For example, if user selects client company filter and clicks Apply then it applies for all tabs
- Client Company
[edit] Shipment List table
- Check box
- Display - Only on New Tab
- 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
- Check box
[edit] Buttons
- View
- Display - All tabs
- Functionality - #View shipment
- Apply
- Display - New and Hold Tabs
- Date box
- Display - New and Hold Tabs when Hold option is selected
- View
- Paging
- Sorting
[edit] General Tab
- All fields from Shipper_Interface#General_Tab - view ONLY
- Set Approval Status
- Display - New and Hold shipments
- Hold Date - Schedule Date for Approval
- Display - Hold shipments ONLY
[edit] Comment
- Pop-up window for user to enter comment when user places shipment on Hold or Reject the shipment