Delivery Trailer Report

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[[Category:Delivery Trailer Report]]
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[[Category:OpsReps]]
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== Intro ==
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== General Info ==
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This is a new report for the NATP and its output is similar to the [[Truck Detailed Manifest]] - See Figure 3b.
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* [[Parent Mantis]]: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
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* [[Original BR]]: [[Delivery_Trailer_Report_(BR)]]
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== CBN: Core Business Need ==
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== Detailed Design ==
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<div style="background-color:DarkSalmon;">
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''This wiki section is managed by: [[Module Owner]]''
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''This wiki section is managed by: [[Systems Analyst]]''
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Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:
 
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* 1) significantly cut man hours at Jaguar
 
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* 2) streamline / minimize communications
 
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Later (in 1-3 months) another big problem should be solved with a help of Shipper Interface: complicated approval process.
 
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=== MOT  ===
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For All Truck Modes
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</div>
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=== Hard coded conditions  ===
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None
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== BR: Business Requirements and Design Ideas ==
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=== Filters  ===
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<div style="background-color:Moccasin;">
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''This wiki section is managed by: [[Business Analyst]]''
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Two tabs - see below
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Required core functionality:
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==== General Filters ====
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* web based system to accommodate functionality below:
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'''Cargo Available Date:'''
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** add, edit, delete, view CTs
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* See [[Reports_Filters#Cargo_Available_Date]]
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** E Query functionality
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** [[#BR: Lock for edit condition]]
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'''Cargo Due Date:'''
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* should be password protected
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* See [[Reports_Filters#Cargo_Due_Date]]
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*  
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'''No Archived'''
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* If this box is checked, THEN show all shipment(s) excludes archived shipments
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=== BR: Lock for edit condition ===
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==== Virtual Group Filters ====
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Lock the record once a pick up trucker or estimated date is assigned
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See [[Reports_Filters#Virtual_Group_Filters]]
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=== BR: password protected web based access ===
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=== Output  ===
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* Spreadsheet consists of Header, Body, and footer
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* Header:
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** Report name
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** Date Time Stamp
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** Criteria (list of filter(s) selected)
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** Jaguar Logo
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* Body: (general info)
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** Consists of columns and rows
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*** Column: headings
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*** Row: shipment records
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*** Shipment records are grouped by Delivery Trailer #
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**** [[CT#DT_Number]]
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* Footer
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** There is no footer
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* M.O. prefers to "expand" Client App
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==== Types of output  ====
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* Login Screen has TWO options:
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Spreadsheet only.
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** 1) To Create a CT
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** 2) To log into client app homepage
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** We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
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==== Columns  ====
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** add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
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** Set "E0. Client Company" = E.A. USA Domestic
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*** this will also define E0 field
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** Part C. Link to Address Book = <this is a link to Shipper's company and user location>
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*** must be T2 only!
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=== BR: Add CT ===
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1) Fields to include - see [[#Fields list]]
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: NOTE: All '''Date''' columns should be in the date format, so they can be sort able by date.
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This could be on one tab or multiple tabs
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2) Default setting for all output list - Select From List
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The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
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:* See [[Reports_Output#Selected_List]]
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:* No output list on Selected List
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==== BR: Gen Tab fields ====
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3) Delivery Trailer # is a heading for each body section
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:* [[CT#DT_Number]]
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System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
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4) Each shipment records output displays CT# on the first column
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* E0. Client Company:
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5) Use [[Reports_Output#LIPCO_one_line]] - Short term (Long term - option to choose to display [[Reports_Output#LIPCO_multi_line]] or [[Reports_Output#LIPCO_one_line]]
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** system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
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*** [IE - E.A. USA Domestic]
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*** (not visible = not on the screen )
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* E1
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6) Label for each field - use [[Standard_Short_Label]]
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**  system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
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** (not visible)
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* C. Customer Ref #:
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7) See [[#Figure 1. Delivery Trailer Report]]  - this is for an example of layout only.
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<!-- Use [[Standard Short Label]] -->
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* 2. Shipper (T1):
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===== Fields list =====
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** pre-filled based on "Part C. Link to Address Book in Non Jag profile"
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** ??? editable ???
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* 5. Export Pick-up (T4):
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** required
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** provide list from Address book;
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** same as on internal but only list USA/Canada addresses
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*** [do we need a filter???]
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*** must be defined as a parameter in Non Jag profile, not hard coded
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* 3. Consignee (T2):
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* [[CT#CT_Num]]
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** required
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** use [[Reports_Output#CT_Num_without_hyperlink]]
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** same as on internal but only list USA/Canada addresses
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* [[CT#Created On]]
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*** [do we need a filter???]
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* [[CT#Cargo available]]
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*** must be defined as a parameter in Non Jag profile, not hard coded
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* [[CT#Actual Pick Up Date]]
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** system should copy to Delivery to as usual
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* [[CT#Actual Delivery Date]]
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* [[CT#Cargo_due]]
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* Created by
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* [[Address#Company]] related to [[Ct#Shipper]]
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** read only
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* "Time CT Created"
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* [[Address#Company]] related to [[CT#Pick Up]]
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** new CT2 field !
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* [[Address#Phone]] related to [[CT#Pick Up]]
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** read only
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* [[Address#City]] related to [[CT#Pick Up]]
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* [[Address#State]] related to [[CT#Pick Up]]
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* [[Address#Zip]] related to [[CT#Pick Up]]
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* Created on date
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* [[Commodity#PO]] related to [[CT#CT Num]]
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**  read only
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* [[Commodity#SKU]] related to [[CT#CT Num]]
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*  [[Commodity#Qty]] related to [[CT#CT Num]]
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*  [[Commodity#Plts]] related to [[CT#CT Num]]
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*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
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*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
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*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
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* 7. Pick-up Comments:
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* [[Address#Company]] related to [[Ct#Consignee]]
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* 15. Commodity description:
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* [[Address#Company]] related to [[CT#Delivery To]]
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** required
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* [[Address#Phone]] related to [[CT#Delivery To]]
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* [[Address#City]] related to [[CT#Delivery To]]
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* [[Address#State]] related to [[CT#Delivery To]]
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* [[Address#Zip]] related to [[CT#Delivery To]]
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* Cargo Available:
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* [[CT#Pick Up Trucker]]
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* [[CT#Delivery Trucker]]
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* Cargo Due:
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==== Tabs ====
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==== BR: Cont Tab fields ====
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One tab
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Everything we have on internal but: copy, move functionality
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====  Sort Order (SA) ====
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==== BR: Query Tab fields ====
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* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
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Allow Client functionality.
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This feature is lower priority.
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* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
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=== BR: Edit CT ===
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=== Schedule vs Generate (SA) ===
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Need both...
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Ability to open record and edit fields above unless [[#BR: Lock for edit condition]] is true.
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=== Typical use cases and workflow ===
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:''must have several various cases along with screenshots of input, outputs''
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:''use cases must be defined step by step''
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:''this section is to be completed together by SA and BA''
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After record is locked show read-only version.
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==== Example A ====
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==== Example B ====
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=== BR: Delete CT ===
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==== Example C ====
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Allow unless [[#BR: Lock for edit condition]] is true
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== Figures ==
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=== Figure 1. Delivery Trailer Report ===
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=== BR: View CTs ===
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[[File:DTReport.JPG]]
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If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
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</div>
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== History ==
== History ==
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=== m2078 ===
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=== m2092 ===
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* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
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==== BA 2078 ====
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* See [[Delivery_Trailer_Report#Detailed_Design]]
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* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11051 11051]
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* http://mantis.jaguarfreight.com/mantis/view.php?id=2078
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* Add Figure 1. [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11059 11059]
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* because it is a new component I am doing it under "(main)" wiki
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* Update Spec: final revision: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11449]
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* completed: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_(main)&oldid=10826
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* final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
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* revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086
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Current revision as of 10:51, 12 August 2010


Contents

[edit] General Info

[edit] Detailed Design

This wiki section is managed by: Systems Analyst


[edit] MOT

For All Truck Modes

[edit] Hard coded conditions

None

[edit] Filters

Two tabs - see below

[edit] General Filters

Cargo Available Date:

Cargo Due Date:

No Archived

  • If this box is checked, THEN show all shipment(s) excludes archived shipments

[edit] Virtual Group Filters

See Reports_Filters#Virtual_Group_Filters

[edit] Output

  • Spreadsheet consists of Header, Body, and footer
  • Header:
    • Report name
    • Date Time Stamp
    • Criteria (list of filter(s) selected)
    • Jaguar Logo
  • Body: (general info)
    • Consists of columns and rows
      • Column: headings
      • Row: shipment records
      • Shipment records are grouped by Delivery Trailer #
  • Footer
    • There is no footer

[edit] Types of output

Spreadsheet only.

[edit] Columns

1) Fields to include - see #Fields list

NOTE: All Date columns should be in the date format, so they can be sort able by date.

2) Default setting for all output list - Select From List

3) Delivery Trailer # is a heading for each body section

4) Each shipment records output displays CT# on the first column

5) Use Reports_Output#LIPCO_one_line - Short term (Long term - option to choose to display Reports_Output#LIPCO_multi_line or Reports_Output#LIPCO_one_line

6) Label for each field - use Standard_Short_Label

7) See #Figure 1. Delivery Trailer Report - this is for an example of layout only.

[edit] Fields list

[edit] Tabs

One tab

[edit] Sort Order (SA)

  • Each "Delivery Trailer" - Sort by CT#DT_Number; earliest on the top
  • All CTs lines for each "Delivery Trailer" - Sort by CT_bo#CT_Num; earliest on the top.

[edit] Schedule vs Generate (SA)

Need both...

[edit] Typical use cases and workflow

must have several various cases along with screenshots of input, outputs
use cases must be defined step by step
this section is to be completed together by SA and BA

[edit] Example A

[edit] Example B

[edit] Example C

[edit] Figures

[edit] Figure 1. Delivery Trailer Report

File:DTReport.JPG

[edit] History

[edit] m2092

Retrieved from "https://wiki.jaguarfreight.com/Delivery_Trailer_Report"
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