Main Report

From UG

Revision as of 20:48, 15 July 2010

Mantis

1591

BR: Business Requirements

• Need to add "Undefined" Mode to the list of Transport Mode filters for reports
• Need to add Report filter/output for Booking #

Specs

To my knowledge requirements are fully covered in these docs:

• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/specs.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/REPORT-WIZARD.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/QandA.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/w5.Conditions_CLARIFICATIONS.html

todo: Tira, when you have free time pls migrate requirements above into this wiki doc

SD: Systems Design

Summary

Main Report (also called Main Wizard) is one of core reports of CT2. It provides the ability to search and display shipments, which comply to user-defined conditions.

• Main Report is similar to Where Is Report, but provides more options for searching of shipments and displaying them.
• Main Report (exactly the same as Where Is Report) NOT uses any Hard Coded Conditions.
• All needed User Defined Conditions (these are also called filters) are divided into groups in accordance with the area of them influence.
  • Each group of filters is presented on the template of the Report in the form of Tab with the same name. For details see Filters section.

Interface

Main Report is available from the Main Menu of CT2 on the next path: "Reports -> Operational -> Main". See Figure 0.

• In order to generate report user have to:
  • configure Filters on the template (see Figure 1) and
  • click appropriate button for needed action

Main Report can be managed also through Saved/Scheduled Reports section.

• To do this, need to select this report from the class report dropdown and set the satisfied filters.

Filters

All filters are divided into the next groups:

• General Filters
• Transportatation Filters
• Date Filters
• Condition Filters

General Filters

• Client Companies:.
  • Mapped to Client (a.k.a. GenTab.E0) from GenTab of CT.
• P.O. contains:.
  • Mapped to PO from Commodity Table on ContTab of CT.
• SKU contains:.
  • Mapped to SKU from Commodity Table on ContTab of CT.
• Export Ref # contains:.
  • Mapped to Export Ref (a.k.a. GenTab.A) from GenTab of CT.
• Import Ref # contains:.
  • Mapped to Import Ref (a.k.a. GenTab.B) from GenTab of CT.
• Customer Ref # contains:.
  • Mapped to Customer Ref (a.k.a. GenTab.C) from GenTab of CT.
• Jaguar 3rd Ref # contains:.
  • Mapped to Jaguar 3rd Ref (a.k.a. GenTab.D) from GenTab of CT.
• Extra Field 1 contains:.
  • Mapped to TBD...
• Extra Field 2 contains:.
  • Mapped to TBD...
• Extra Field 3 contains:.
  • Mapped to TBD...
• Shippers:.
  • Mapped to Shipper (a.k.a. GenTab.2) from GenTab of CT.
• Consignees:.
  • Mapped to Consignee (a.k.a. GenTab.3) from GenTab of CT.
• Origin Countries:.
  • Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT.
• Destination Countries:.
  • Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT.
• Origin Regions:.
  • Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT.
• Destination Regions:.
  • Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT.
• Transport Modes:.
  • Mapped to Mode Of Transport (MOT) (a.k.a. GenTab.F) from GenTab of CT.
• Shipping Terms:.
  • Mapped to Shipping Terms (a.k.a. GenTab.14) from GenTab of CT.
• Pickup Locations:.
  • Mapped to Export Pick Up (a.k.a. GenTab.5) from GenTab of CT.
• Delivery Locations:.
  • Mapped to Delivery Address (a.k.a. ImpTab.5) from ImpTab of CT.
  • This filter is applicable only for MOT = {Air, Ocean} and isn't affected at the Trucking CTs (all Trucking CTs will be included to report).
• Cargo Locations:.
  • Mapped to Cargo Location (a.k.a. ImpTab.8) from ImpTab of CT.
  • This filter is applicable only for MOT = {Air, Ocean} and isn't affected at the Trucking CTs (all Trucking CTs will be included to report).
• No Archived.
  • Checkbox that defines the presence of the "archived" CTs in the result of the Report.

Transportatation Filters

• Airlines:.
  • Mapped to TBD...
• Container #s:.
  • Mapped to TBD...
• Origin Airports:.
  • Mapped to TBD...
• Destination Airports:.
  • Mapped to TBD...
• Steamshiplines:.
  • Mapped to TBD...
• Origin Ports/Terminals:.
  • Mapped to TBD...
• Destination Ports/Terminals:.
  • Mapped to TBD...
• Vessel Name contains:.
  • Mapped to TBD...
• Pickup Truckers:.
  • Mapped to TBD...
• Delivery Truckers:.
  • Mapped to TBD...
• Co-Loaders Ocean:.
  • Mapped to TBD...
• Co-Loaders Air:.
  • Mapped to TBD...

Date Filters

Every Date Filter is a pair of "from" and "to" databoxes (to select range).

• NOTE: System uses the next logic for validating of every filter : from date MUST not be after to date (chronologically).

In the Main Report is used following Date Filters (in that order of locating on the template):

• Estimated Pickup Date:. Mapped to:
  • Estimated Export Pick Up Date (a.k.a. GenTab.9) from GenTab of CT for all modes except Ocean-FCL and Trucking-Ocean.
  • Estimated Export Pick Up Date (a.k.a. Estimated collection) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
• Actual Pickup Date:. Mapped to:
  • Actual Export Pick Up Date (a.k.a. GenTab.10) from GenTab of CT for all modes except Ocean-FCL and Trucking-Ocean.
  • Actual Export Pick Up Date (a.k.a. Actual collection) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
• Estimated Departure Date:. Mapped to:
  • Estimated Time of Departure (ETD a.k.a. ExpTab.11b) from ExpTab of CT for MOT = {Air, Ocean}.
• Actual Departure Date:. Mapped to:
  • Actual Time of Departure (ATD a.k.a. ExpTab.11c) from ExpTab of CT for MOT={Air, Ocean}.
• Estimated Arrival Date:. Mapped to:
  • Estimated Time of Arrival (ETA a.k.a. ExpTab.15b) from ExpTab of CT.
  • Estimated Time of Arrival (ETA a.k.a. ExpTab.14b) from ExpTab of CT.
• Actual Arrival Date:. Mapped to:
  • Actual Time of Arrival (ATA a.k.a. ExpTab.15c) from ExpTab of CT for MOT=Ocean.
  • Actual Time of Arrival (ATA a.k.a. ExpTab.14c) from ExpTab of CT for MOT=Air.
• Estimated Delivery Date:. Mapped to:
  • Estimated Delivery Date from ImpTab of CT for MOT = {Air, Ocean-LCL}.
  • Estimated Delivery Date (a.k.a. Requested Delivery) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
  • Estimated Delivery (a.k.a. GenTab.x) from GenTab of CT for MOT = {Trucking-Air, Trucking-Domestic}.
• Actual Delivery Date:. Mapped to:
  • Actual Delivery Date from ImpTab of CT for MOT = {Air, Ocean-LCL}.
  • Actual Delivery Date (a.k.a. Actual Delivery) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
  • Actual Delivery (a.k.a. GenTab.y) from GenTab of CT for MOT = {Trucking-Air, Trucking-Domestic}.

Condition Filters

• Billed/Not Billed. Radio group pre-filled to "Billed" value.
  • When "Billed" is selected then report should include only CTs for which Jaguar Sales Invoice was generated (at least one).
  • When "Not Billed" is selected then report should include only CTs for which Jaguar Sales Invoice wasn't generated (no Invoices).
• Created Since:. Datebox pre-filled to blank.
  • Mapped to Created On Date.
  • When datebox is filled with some value of date then report should include only those CTs which were created after that date.

NOTES:

• All General Filters (except "No Archived" checkbox) and Transportation Filters are multiselect.
• Every filter connected by AND and selections inside filter are connected by OR.
• Empty Filters don't affect on the result of the Report.

Output Settings

There is one more Tab on the template - Output.

• This tab is designed to manage the list of the fields of the Report.
• It is located the latest immediately after the filter's tabs.

Action Controls

• Reset Form button:

to clear form

• Generate Result button:

to generate report

Output

Figures

History

previous version of spec - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Main_Report&oldid=10240

Tweaks

tw1) Update the output list to be the same as Client Main Report Output list

tw2) Default selected output list in the combo box as list below:

• Shipper
• Consignee
• Mode
• Departure
• Destination
• Chargeable Weight --> Removed from the default -- Tira 11:30 AM 16 Jan 2010
• Actual Departure Date
• Actual Arrival Date
• Actual Delivery Date

The rest of the list should be in default dropdown

tw3) Update label names:

• from "Departure Estimated Date" to "Estimated Departure Date"
• from "Departure Actual Date" to "Actual Departure Date"
• from "Arrival Estimated Date" to "Estimated Arrival Date"
• from "Arrival Actual Date" to "Actual Arrival Date"

tw4) Update filter names as listed below:

• From Countries -> Origin Countries
• To Countries -> Destination Countries
• From Regions -> Origin Regions
• To Regions -> Destination Regions

Tweaks version 1.1.a

Note: Tira 9:50 28 Oct 2009

tw1) Add summary shipment record() count on the report to indicate that how many shipments...

tw2) Create a HTML result page before excel report

tw3) Create download to excel button -> generate xls report

Note About Containers

• see Containers_and_Contents_Component#FCL_.2F_LCL_vs_Ocean-Truck

Note about Archived CTs

They are not included into this Report

Tweaks version 1.1.b

tw1) Main Report - List of Transport Mode (filter) MUST include "UNDEFINED" as well. -- Tira 11:00 AM Feb 2, 2010

Ver 1.2

• spec updated? No
• 0001853: (Main Wizard) Add more OUTPUT options: Extra1, Extra2, Extra3 (as in 0001880)
• see 1880 for details

Ver 1.3

• spec updated? No
• 0001883: (Main Wizard) Add more FILTERS: PO contains, SKU contains; Extra1 contains, Extra2 contains, Extra3 contains (as in 1854)
• see 1854 for details

1924

• 0001924: (Main Wizard) Add Container Number Field to Output
• Add to the list below "Container Description"

m1752

BA

Mantis: 1752

• Need to add "Undefined" Mode to the list of Transport Mode filters for reports: scheduled reports, regular main reports and Main reports on the Client interface
• Also need to list this on the spreadsheet even if the Transportation Mode filter is not selected (as it must show results for all modes of transport including "UNDEFINED")
• current revision

SA

• Add Undefined Mode to Transport Mode filter on General filters tab

m1764

BA

Mantis: 1764

• Need to add Report filter for Booking # which is found on the export tab under field # 6; also Main reports on the Client interface
• Also need to list this output on the spreadsheet
• current revision

SA

• Add Booking # filter on Main report, Schedule Main report, client Main report m2040

Booking #

• Label: Booking # contains:
• Widget: textbox , can be multiple selected
• Location: After Jaguar 3rd Ref # contains:

• Add Booking # on Output tab

• Default: on the left side dropdown list

NOTE: this field is applied to Ocean shipments ONLY