Client In Transit Report (component)

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Results of report indicates on label "Cybertrax > Reports > In Transit > '''Result'''" on the left from Menu.
Results of report indicates on label "Cybertrax > Reports > In Transit > '''Result'''" on the left from Menu.
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Example of HTML output form see on [[#Figure 3. Client In Transit output HTML form | Figure 3]].
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Example of HTML output form see on [[#Figure 3. Client In Transit HTML Output form | Figure 3]].
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Revision as of 14:35, 27 July 2010


Contents

Parent Mantis

1646

Business Needs and Requirements

Technical Specification

Summary

User Interface

See In_Transit_Report#User_Interface

Client version has slightly different look and feel:

  • colors, etc
  • multiselects are hidden by default, click on triangle to make them visible

Hard Coded Conditions

See In_Transit_Report#Hard_Coded_Conditions

User Defined Conditions

See In_Transit_Report#User_Defined_Conditions

Output.

See In_Transit_Report#Output

Special Cases

SD: Systems Design

Summary

This report is Client version of In Transit Report from Internal Application. 

In Transit Report is used to identify those shipments that already "considered on the move" but "considered not yet delivered".

To appear on the report CT must satisfy:

AND

User can configure "Output" (select CT fields that should appear on the generated table) on the Output tab of the Report template. See Figure 2.

Сlient version features

  • User Interface should be kept in Client Application style:
    • colors, etc
    • multiselects are hidden by default, click on triangle to make them visible
  • Some filters require compliance with Client visibility rule

Hard Coded Conditions

For CT to appear on this report it must satisfy all conditions below:

  • CT does not have *Deleted* status AND
  • CT does not have *Archived* status AND
  • CT satisfy *MOT specific conditions* - see below:

MOT = Air

  • ExpTab.Master Airway bill "is not empty" AND
  • ImpTab.Actual Delivery Date "is empty" or is today's date or is yesterday's date

MOT = LCL/Client Consol

  • CT has at least one container AND
  • Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
  • ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

MOT = FCL and MOT = Truck-Ocn

  • CT has at least one container AND
  • Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
  • ContTab.ContainersTable.ContainerX.Actual Delivery Date "is empty" or today's date or yesterday's date for all for one or more containers

MOT = Truck-Dom; Truck-Air

  • GenTab.Estimated Export Pick-Up Date "is not empty" AND
  • ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

Note About Containers

Interface

Filters

  • There is only one category for filters: General Filters. It is located on the General Filters Tab. See Figure 1.

LIST OF FILTERS (in that order of locating on the template):

  • P.O. contains:.
  • SKU contains:.
  • Extra Field 1 contains:.
  • Extra Field 2 contains:.
  • Extra Field 3 contains:.
  • Client Companies:.
  • Origin Country:.
  • Destination Country:.
  • Origin Region:.
  • Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT (based on Country TO Region mapping in Admin).
  • Destination Region:.
  • Display P.O. - Checkbox that defines the presence of PO from selected CTs in the result of the Report.
  • AIR - Checkbox that defines the presence of Air CTs in the results of the Report.
- Also it is the name of group of filters that is applicable only for CTs with MOT = Air and doesn't affect on the all of rest CTs:
  • OCEAN - Checkbox that defines the presence of Ocean CTs in the results of the Report.
- Also it is the name of group of filters that is applicable only for CTs with MOT = Ocean and doesn't affect on the all of rest CTs:
  • TRUCKING - Checkbox that defines the presence of Trucking CTs in the results of the Report.
  • Each filter has three buttons:
    • ">>" button in order to move items from dropdown list to listbox
    • "<<" button in order to move items from listbox to dropdown list
    • "clr" button in order to clear info for a specific filter

Output Settings

There is one more Tab on the template - Output. It is located the latest immediately after the General Filters Tab.

  • This Tab is designed to manage of the list of Output Fields (list of CT fields that can be output to the Report).
  • On the Tab located the following elements (see Figure 2):
    • 1) Label "Fields".
    • 2) Dropdown list which corresponds to the following list of Output Fields:
      • Shipper (output by default)
      • Consignee (output by default)
      • Quantity (output by default) - depends on the MOT:
        • if FCL, then show number of containers (example: "5 containers") // "Cntrs"
        • if LCL, then show Volume ("23 cbm") // "CBM"
        • if AIR, then show Chargeable Weight ("200 kg") // "KG"
        • if TRUCK, then show Gross Weight ("200 kg") // "KG"
        • NOTE: must always show value for entire Master.
      • Origin (output by default)
      • Destination (output by default)
      • Departure Date (output by default), related to Origin Terminal
        • FCL: Exp Tab, Origin Terminal date
        • LCL: Exp Tab, Origin Terminal date
        • Air: Exp Tab, Airport of Departure Date
        • Truck Air/Dom: Gen Tab, Pick Up
        • Truck Ocean: earliest date from: Cont Tab, Container Table, Collection dates
        • NOTE: Show estimated value if actual value is not set.
      • Arrival Date (output by default)
        • FCL: Exp Tab, Destination Terminal date
        • LCL: Exp Tab, Destination Terminal date
        • Air: Exp Tab, Airport of Destination Date
        • Truck Air/Dom: Gen Tab, Delivery
        • Truck Ocean: latest date from: Cont Tab, Container Table, Delivery dates
        • NOTE: Show estimated value if actual value is not set
      • PO (appears if Display P.O. checkbox is checked)
      • SKU
      • Master Bill (not applicable for Trucking):
      • Container Description (applicable only for Ocean):
        • Example: AAAA-111111-2, 20 ft 1. HQ (1 of 2)
      • Commodity Item Extra Field 1
      • Commodity Item Extra Field 2
      • Commodity Item Extra Field 3
    • 3) Set of control buttons:
      • ">>" - moves selected item from dropdown list to the listbox
      • "<<" - removes selected item from the listbox (and move it to the listbox)
      • "All" - moves all Output Fields from the dropdown list to the listbox
      • "Clear" - completely clears the listbox
      • "Up" - in the listbox moves selected item up one position
      • "Down" - in the listbox moves selected item down one position
    • 4) Listbox that contains fields for output. By default contains list of output fields what are bolder than other in common list:
      • Shipper, Consignee, Quantity, Origin, Destination, Departure Date, Arrival Date, PO (appears if Display P.O. checkbox is checked).
  • NOTE: Dropdown list shouldn't include those fields that were selected for the output and are displayed in the listbox.

Action controls

  • Reset Form button:
to clear form on both tabs
  • Generate Result button:
to generate report
  • NOTE: There are two pairs of Action controls on the template - top and bottom.

Output

The output results of Client In Transit Report is displayed in the same window (see Figure 3) and can be obtained in two formats:

HTML output form

Results of report indicates on label "Cybertrax > Reports > In Transit > Result" on the left from Menu.

Example of HTML output form see on Figure 3.

Header
  • two action buttons:
    • "Go Back" - allows go back to the template of the Report.
    • "Download to Excel" - allows to save the report in spreadsheet's form to user's computer.
  • list of selected Filters
Body

This is a table that contains a list of CTs, which are separated by Tabs in accordance with the appropriate MOT.

There are five tabs on the resulting table:

  • OCEAN-FCL - same as above but for Ocean-FCL (AW/MLB) shipments
  • OCEAN-LCL - for Ocean-LCL and Client Consol shipments
  • AIR - for AIR shipments
  • TRUCKING - for all kind of Trucking shipments

On the label of each tab also displays a count of found shipments. Example: TRUCKING, 5 shipment(s).

Columns
  • View - label "View" with hyperlink to View CT form in Client App.
  • CT# - CT Number:
    • 1) for single CT - CT Number as textlabel.
    • 2) for CT that is a part of Master - dropdown list of all CTs in the Master with MOT = name of current Tab:
      • Shows the lowest CT number in the Master.
      • CTs in dropdown should be in order: lowest to highest.
      • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT.
  • The remaining Output Fields that have been defined on the Output Tab on the template.
Paging and Sorting
  • Output HTML table uses standart ZK Paging feature. Each page contains 20 lines.
  • Sorting of table proceeds in ascending order in this order:
1) Arrival date
2) Departure date
3) Destination

In case of multiple CTs in dropdown use values from "shown" CT of course.

Spreadsheet output form

Header
  • Title of the Report
  • Datetime stamp
  • Criteria(list of filters selected)
  • CT2 logo in the top right corner
Body
  • Output spreadsheet contains information in the single tab "In Transit".
  • Consists of sections (one per MOT, trucking modes combined, FCL and LCL listed separately) in the next order:
    • OCEAN-FCL,
    • OCEAN-LCL,
    • AIR,
    • TRUCKING.
  • Each section has a header and a table. Header example: TRUCKING, 5 shipment(s).
  • Table consists of the same columns that have been defined for HTML output form on the Output Tab on the template:
    • For CT that is a part of Master a CT Number looks like red underlined label.
    • Dropdown appears with all CTs in the Master if user clicks on CT Number.
Paging and Sorting
  • For the Spreadsheet output form a using of Paging is not required.
  • Sorting of Spreadsheet table proceeds in the same order as for HTML output form.

Figures

Figure 1. Client In Transit report

File:ClientIntransitReport.gif

Figure 2. Client In Transit Output tab

File:ClientIntransitOutputTab.gif

Figure 3. Client In Transit HTML Output form

File:ClientIntransitHTMLOutputForm.gif

Figure 4. Client In Transit Spreadsheet Output form

History

Feedback from Simon (meeting on 18 Aug 2009)

--Tira 12:44PM , 19 Aug 2009 (UTC)

  • Rename "Original Country" to "Origin Country"
  • All the same BUT these filters MUST be client specific auto populated:
    • Client Companies
    • Origin Country
    • Destination Country
    • AIR
      • Origin Airport (also update name from "Original" to "Origin"
      • Destination Airport
    • OCEAN
      • Origin Port/Terminal (also update name from "Original" to "Origin"
      • Destination Port/Terminal
  • Show/hide Client Companies list filter. When there is only client company in the filter, this filter section should be invisible. If there is more than one client companies, this filter becomes visible.

Created this wiki

It used to be a part of Client Reports


FEEDBACK FROM SIMON ON MARCH 1, 2010

Add HTML View, March 2010

  • mantis:1388
  • Result shows by MOT per Tab with shipment count()
  • First column (1) shows magnifier glass per record to hyperlink to a specific CT record> Client App> view shipment
  • Second column (2) shows CT# in a box
    • If there is a single CT#, it shows CT# in a box without a dropdown list
    • If there are multiple CTs#, it shows CT# in a box with a dropdown list
      • Drop down appears with all CTs in the Master that are visible to client ONLY if user clicks on CT
      • Shows the lowest CT number in Master
      • CTs in dropdown should be in order: lowest to highest
      • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT


File:In-TransitHTML.JPG

Change xls report design, March 2010

  • All result shows on the spreadsheet only one tab
  • Result is separated by section with in one tab per MOT
  • Result shows how many shipments per MOT
  • First column consists of view buttons for hyperlink to a specific CT# record on Client App> CT#>View shipment
  • Second column displays CT# (single CT with blue color with out dropdown, Multiple CT with orange color with dropdown to multiple CTs#)
    • Dropdown list MUST show all CTs in the group/master that are visible to client ONLY if user clicks on CT
    • Shows the lowest CT number in Master
    • CTs in dropdown should be in order: lowest to highest
    • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT

File:In-TransitxlsMasterandCT.JPG


Add more filters and output options (#1854 and #1880 for Client)

RFC

Retrieved from "https://wiki.jaguarfreight.com/Client_In_Transit_Report_(component)"
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