Delivery Trailer Report

From UG

(Difference between revisions)
Jump to: navigation, search
(→CBN: Core Business Need)
(→Columns: according to mantis #0002210 added note about format of Date columns.)
 
(106 intermediate revisions not shown)
Line 1: Line 1:
-
[[Category:Delivery Trailer Report]]
+
[[Category:OpsReps]]
-
== Intro ==
+
== General Info ==
-
This is a new report for Elizabeth Arden and its output is similar to the [[Truck Detailed Manifest]] - See Figure 3b.
+
* [[Parent Mantis]]: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
 +
* [[Original BR]]: [[Delivery_Trailer_Report_(BR)]]
-
== CBN: Core Business Need ==
+
== Detailed Design ==
-
<div style="background-color:DarkSalmon;">
+
-
''This wiki section is managed by: [[Module Owner]]''
+
''This wiki section is managed by: [[Systems Analyst]]''
-
Core business need is to create a report for all delivering trailers
 
-
 
-
</div>
+
=== MOT  ===
 +
For All Truck Modes
-
== BR: Business Requirements and Design Ideas ==
+
=== Hard coded conditions  ===
-
<div style="background-color:Moccasin;">
+
None
-
''This wiki section is managed by: [[Business Analyst]]''
+
=== Filters  ===
-
Required core functionality:
+
Two tabs - see below
-
* web based system to accommodate functionality below:
+
==== General Filters ====
-
** add, edit, delete, view CTs
+
-
** E Query functionality
+
-
** [[#BR: Lock for edit condition]]
+
-
* should be password protected
+
-
*
+
-
=== BR: Lock for edit condition ===
+
'''Cargo Available Date:'''
 +
* See [[Reports_Filters#Cargo_Available_Date]]
 +
 +
'''Cargo Due Date:'''
 +
* See [[Reports_Filters#Cargo_Due_Date]]
 +
 +
'''No Archived'''
 +
* If this box is checked, THEN show all shipment(s) excludes archived shipments
-
Lock the record once a pick up trucker or estimated date is assigned
+
==== Virtual Group Filters ====
-
=== BR: password protected web based access ===
+
See [[Reports_Filters#Virtual_Group_Filters]]
-
* M.O. prefers to "expand" Client App
+
=== 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 #
 +
**** [[CT#DT_Number]]
 +
* Footer
 +
** There is no footer
-
* Login Screen has TWO options:
+
==== Types of output  ====
-
** 1) To Create a CT
+
-
** 2) To log into client app homepage
+
-
** We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
+
Spreadsheet only.
-
** add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
+
-
** Set "E0. Client Company" = E.A. USA Domestic
+
-
*** this will also define E0 field
+
-
** Part C. Link to Address Book = <this is a link to Shipper's company and user location>
+
-
*** must be T2 only!
+
-
=== BR: Add CT ===
+
==== Columns  ====
-
This could be on one tab or multiple tabs
+
1) Fields to include - see [[#Fields list]]
-
The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
+
: NOTE: All '''Date''' columns should be in the date format, so they can be sort able by date.
-
==== BR: Gen Tab fields ====
+
2) Default setting for all output list - Select From List
 +
:* See [[Reports_Output#Selected_List]]
 +
:* No output list on Selected List
-
System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
+
3) Delivery Trailer # is a heading for each body section
 +
:* [[CT#DT_Number]]
-
* E0. Client Company:
+
4) Each shipment records output displays CT# on the first column
-
** system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
+
-
*** [IE - E.A. USA Domestic]
+
-
*** (not visible = not on the screen )
+
-
* E1
+
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]]
-
**  system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
+
-
** (not visible)
+
-
* C. Customer Ref #:
+
6) Label for each field - use [[Standard_Short_Label]]
-
* 2. Shipper (T1):
+
7) See [[#Figure 1. Delivery Trailer Report]]  - this is for an example of layout only.  
-
** pre-filled based on "Part C. Link to Address Book in Non Jag profile"
+
<!-- Use [[Standard Short Label]] -->
-
** ??? editable ???
+
-
+
-
* 5. Export Pick-up (T4):
+
-
** required
+
-
** provide list from Address book;
+
-
** same as on internal but only list USA/Canada addresses
+
-
*** [do we need a filter???]
+
-
*** must be defined as a parameter in Non Jag profile, not hard coded
+
-
* 3. Consignee (T2):
+
===== Fields list =====
-
** required
+
-
** same as on internal but only list USA/Canada addresses
+
-
*** [do we need a filter???]
+
-
*** must be defined as a parameter in Non Jag profile, not hard coded
+
-
** system should copy to Delivery to as usual
+
-
* Created by
+
* [[CT#CT_Num]]
-
** read only
+
** use [[Reports_Output#CT_Num_without_hyperlink]]
 +
* [[CT#Created On]]
 +
* [[CT#Cargo available]]
 +
* [[CT#Actual Pick Up Date]]
 +
* [[CT#Actual Delivery Date]]
 +
* [[CT#Cargo_due]]
-
* "Time CT Created"
+
* [[Address#Company]] related to [[Ct#Shipper]]
-
** new CT2 field !
+
-
** read only
+
-
* Created on date
+
* [[Address#Company]] related to [[CT#Pick Up]]
-
** read only
+
* [[Address#Phone]] related to [[CT#Pick Up]]
 +
* [[Address#City]] related to [[CT#Pick Up]]
 +
* [[Address#State]] related to [[CT#Pick Up]]
 +
* [[Address#Zip]] related to [[CT#Pick Up]]
-
* 7. Pick-up Comments:
+
* [[Commodity#PO]] related to [[CT#CT Num]]
 +
*  [[Commodity#SKU]] related to [[CT#CT Num]]
 +
*  [[Commodity#Qty]] related to [[CT#CT Num]]
 +
*  [[Commodity#Plts]] related to [[CT#CT Num]]
 +
*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
 +
*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
 +
*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
-
* 15. Commodity description:
+
* [[Address#Company]] related to [[Ct#Consignee]]
-
** required
+
-
* Cargo Available:
+
* [[Address#Company]] related to [[CT#Delivery To]]
 +
* [[Address#Phone]] related to [[CT#Delivery To]]
 +
* [[Address#City]] related to [[CT#Delivery To]]
 +
* [[Address#State]] related to [[CT#Delivery To]]
 +
* [[Address#Zip]] related to [[CT#Delivery To]]
-
* Cargo Due:
+
* [[CT#Pick Up Trucker]]
 +
* [[CT#Delivery Trucker]]
-
==== BR: Cont Tab fields ====
+
==== Tabs ====
-
Everything we have on internal but: copy, move functionality
+
One tab
-
==== BR: Query Tab fields ====
+
==== Sort Order (SA) ====
-
+
-
Allow Client functionality.
+
-
This feature is lower priority.
+
* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
-
=== BR: Edit CT ===
+
* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
-
Ability to open record and edit fields above unless [[#BR: Lock for edit condition]] is true.
+
===  Schedule vs Generate (SA) ===
 +
Need both...
-
After record is locked show read-only version.
+
=== 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''
-
=== BR: Delete CT ===
+
==== Example A ====
 +
 +
==== Example B ====
-
Allow unless [[#BR: Lock for edit condition]] is true
+
==== Example C ====
-
=== BR: View CTs ===
+
== Figures ==
-
 
+
=== Figure 1. Delivery Trailer Report ===
-
If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
+
[[File:DTReport.JPG]]
-
 
+
-
</div>
+
== History ==
== History ==
-
=== m2078 ===
+
=== m2092 ===
-
 
+
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
-
==== BA 2078 ====
+
* See [[Delivery_Trailer_Report#Detailed_Design]]
-
 
+
* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11051 11051]
-
* http://mantis.jaguarfreight.com/mantis/view.php?id=2078
+
* Add Figure 1. [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11059 11059]
-
* because it is a new component I am doing it under "(main)" wiki
+
* Update Spec: final revision: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11449]
-
* completed: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_(main)&oldid=10826
+
-
* final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
+
-
* revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086
+

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"
Personal tools