External Manufacturer Interface

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(Figure 5. Set approval status for an individual Shipment)
(Figure 2. External Manufacturer Interface (Approved Tab))
 
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* User selects a shipment record
* User selects a shipment record
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* User clicks '''View''' button OR '''double clicks''' on a shipment record
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* 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]]
* It brings user to read only view page - see [[Shipper_Interface#Figure_8._View_Info_-_General_Tab]]
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=== Set Approval Status ===
=== Set Approval Status ===
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* User approves one shipment at a time
* User approves one shipment at a time
* There are 2 ways to do it.
* There are 2 ways to do it.
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:* User selects shipment and clicks '''View''' button or double clicks on the shipment
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:* 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
:* '''OR''' User selects a shipment by checking a checkbox for a particular shipment
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:** See [[#Figure 5. Set approval status for an individual Shipment ]] and [[]]
:* User sets approval status by selecting '''Approve''' from the dropdown list
:* User sets approval status by selecting '''Approve''' from the dropdown list
:* User clicks '''Apply''' button
:* User clicks '''Apply''' button
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:* User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
:* 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
:* User sets approval status by selecting '''Hold''' from the dropdown list
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:* Date box is shown to select - See [[#Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)]]
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:* 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 leaves date blank
:* User clicks '''Apply''' button
:* User clicks '''Apply''' button
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== Systems Design and Prototype ==
== Systems Design and Prototype ==
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=== User Profile from Non-Jaguar Users Profile ===
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See - [[Shipper_Interface#EM_user_profile]]
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=== Domestic Shipping Portal ===
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==== Tabs ====
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:* New Tab - See [[#Figure 1. External Manufacturer Interface (New Tab) ]]
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:* Approved Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]]
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:** Condition: '''Approved by''' field will be updated on the record when the shipment is approved by whom and when
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:* Hold Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]]
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:** Condition 1 '''Approved by''' field will be updated on the record when the shipment is hold by whom and when
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:* Rejected Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab)  ]]
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:** Condition: '''Approved by''' field will be updated on the record when the shipment is rejected by whom and when
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:* Delivered Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]].
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:** Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
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:* Archived tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab)]].
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:** Condition: Same logic as Delivered Tab on Client and Internal App
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==== Filter: Client Company ====
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:* Client Company
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:** Label: Client Company
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:** Widget: [[Listbox]] with only list of client companies that shipper was created
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:** Buttons:
 +
:*** Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
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:*** Clear: reset information
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:*** Condition: This applies for all tabs
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:*** For example, if user selects client company filter and clicks '''Apply''' then it applies for all tabs
 +
 +
==== Shipment List table ====
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:* Check box
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:** Display - Only on New Tab
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:* CT#
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:** Display - All tabs
 +
:* Created On
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:** Display - All tabs
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:* Pick Up Location
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:** Display - All tabs
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:* Delivery Location P.O
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:** Display - All tabs
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:* SKU
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:** Display - All tabs
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:* Qty
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:** Display - All tabs
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==== Buttons ====
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:* View
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:** Display - All tabs
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:** Functionality - [[#View shipment ]]
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:* Apply
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:** Display - New and Hold Tabs
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:* Date box
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:** Display - New and Hold Tabs when ''Hold'' option is selected
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* Paging
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* Sorting
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==== General Tab ====
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:* All fields from [[Shipper_Interface#General_Tab]] - view ONLY
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:* Set Approval Status
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:** Display - New and Hold shipments
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:* Hold Date - Schedule Date for Approval
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:** Display - Hold shipments ONLY
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==== Comment ====
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:* Pop-up window for user to enter comment when user places shipment on ''Hold'' or ''Reject'' the shipment
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:** See - [[#Figure 4. Comment window pop-up ]]
== Figures ==
== Figures ==
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[[File:ApproveCTList.JPG]]
[[File:ApproveCTList.JPG]]
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=== Figure 2. External Manufacturer Interface (All Tabs except New Tab) ===
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=== Figure 1a. External Manufacturer Interface (New Tab with Hold Status selected) ===
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[[File:ApproveCTTab.JPG]]
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[[File:HoldCTListNew.JPG]]
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=== Figure 3. External Manufacturer Interface (New Tab with Hold Status selected) ===
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=== Figure 1b. External Manufacturer Interface (New Tab with Hold Status and Schedule Approval Date) ===
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[[File:HoldCTListNew1 1.JPG]]
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=== Figure 2. External Manufacturer Interface (Approved Tab) ===
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[[File:ApproveCTTabEM.JPG]]
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=== Figure 3. External Manufacturer Interface (Hold Tab) ===
[[File:HoldCTList.JPG]]
[[File:HoldCTList.JPG]]
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=== Figure 6. Set approval Status to Hold on an individual shipment ===
=== Figure 6. Set approval Status to Hold on an individual shipment ===
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[[File:GeneralCreateWithStatus1.JPG]]
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[[File:GeneralCreateWithStatus2.JPG]]
-
 
+
-
=== Figure 6. Set approval Status to Hold on an individual shipment ===
+
-
[[File:GeneralCreateWithStatus1.JPG]]
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Current revision as of 19:15, 14 June 2010

Contents

[edit] Introduction

[edit] General Info

See #Shipper_Interface#Data_dictionary

[edit] Functionality

[edit] View Shipment

This allows user to view the shipment record.

[edit] Set Approval Status

This allows user to set approval status for the shipment order whether it is approved, on hold, or rejected.

[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.
  • 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.

[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.

[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

[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

[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

[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

[edit] Buttons

  • View
  • Apply
    • Display - New and Hold Tabs
  • Date box
    • Display - New and Hold Tabs when Hold option is selected
  • 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

[edit] Figures

[edit] Figure 1. External Manufacturer Interface (New Tab)

File:ApproveCTList.JPG

[edit] Figure 1a. External Manufacturer Interface (New Tab with Hold Status selected)

File:HoldCTListNew.JPG

[edit] Figure 1b. External Manufacturer Interface (New Tab with Hold Status and Schedule Approval Date)

File:HoldCTListNew1 1.JPG

[edit] Figure 2. External Manufacturer Interface (Approved Tab)

File:ApproveCTTabEM.JPG

[edit] Figure 3. External Manufacturer Interface (Hold Tab)

File:HoldCTList.JPG

[edit] Figure 4. Comment window pop-up

File:CommentWindow.JPG

[edit] Figure 5. Set approval status for an individual Shipment

File:GeneralCreateWithStatus.JPG

[edit] Figure 6. Set approval Status to Hold on an individual shipment

File:GeneralCreateWithStatus2.JPG

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