Delivery Trailer Report

From UG

Revision as of 15:21, 2 June 2010 (edit) Montira (Talk | contribs) m (→SA 2092) ← Older edit		Current revision as of 10:51, 12 August 2010 (edit) (undo) Andrei (Talk | contribs) (→Columns: according to mantis #0002210 added note about format of Date columns.)
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-	[[Category:Delivery Trailer Report]]	+	[[Category:OpsReps]]
	== General Info ==		== General Info ==
-	This is an urgent new report for Elizabeth Arden	+	* [[Parent Mantis]]: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
		+	* [[Original BR]]: [[Delivery_Trailer_Report_(BR)]]
-	* m2091 http://mantis.jaguarfreight.com/mantis/view.php?id=2091	+	== Detailed Design ==
-	== CBN: Core Business Need ==	+	''This wiki section is managed by: [[Systems Analyst]]''
-	<div style="background-color:DarkSalmon;">	+
-	''This wiki section is managed by: [[Module Owner]]''
-	Core business need is for Elizabeth Arden to keep report on Jaguar Freight's trucking optimization
-		+	=== MOT  ===
		+	For All Truck Modes
-	</div>	+	=== Hard coded conditions  ===
		+	None
-	== BR: Business Requirements and Design Ideas ==	+	=== Filters  ===
-	<div style="background-color:Moccasin;">	+
-	''This wiki section is managed by: [[Business Analyst]]''	+	Two tabs - see below
-	=== Summary (BR) ===	+	==== General Filters ====
-	* It is similar in nature to [[Truck Detailed Manifest]] - See Figure 3b.	+
-	* Urgently needed for [[NATP]].	+
-	=== MOT (BR) ===	+	'''Cargo Available Date:'''
-	For Truck-Domestic only.	+	* 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
-	=== Filters (BR) ===	+	==== Virtual Group Filters ====
-	Minimum: the same as [[Receiving Report]].	+	See [[Reports_Filters#Virtual_Group_Filters]]
-	Maximum: all CT fields.	+	=== 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
-	=== Output (BR)===	+	==== Types of output   ====
-		+
-		+
-	==== Types of output (BR) ====	+
	Spreadsheet only.		Spreadsheet only.
-	==== Columns(BR) ====	+	==== Columns ====
-	<pre>	+	1) Fields to include - see [[#Fields list]]
-	* First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.	+	: NOTE: All '''Date''' columns should be in the date format, so they can be sort able by date.
-	* Other columns not selected by default. See below list.	+
-	CT# (text, not hyperlink)	+	2) Default setting for all output list - Select From List
-	date created	+	:* See [[Reports_Output#Selected_List]]
-	date available	+	:* No output list on Selected List
-	pick up date	+
-	delivery date	+
-	Cargo Due	+
-	--------------	+
-	Shipper (Shipper company name)	+
-	-------------- (Pick up location information)	+
-	Pick up location company	+
-	Tel #	+
-	City	+
-	State	+
-	ZIP	+
-	------------	+
-	PO #	+
-	SKU/Item	+
-	Quantity	+
-	Plts	+
-	Lose Ctns	+
-	Gross Wt (LB) with LB Label	+
-	CBM	+
-	------------	+
-	Consignee (Consignee company name)	+
-	------------ (delivery location information)	+
-	Delivery to location company name	+
-	City	+
-	State	+
-	ZIP	+
-	Telephone #	+
-	------------ Trucker info	+
-	Trucker Name Pick Up Trucker	+
-	Trucker Name Delivery Trucker	+
-	</pre>	+	3) Delivery Trailer # is a heading for each body section
		+	:* [[CT#DT_Number]]
-	==== Tabs ====	+	4) Each shipment records output displays CT# on the first column
-	One tab	+	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]]
-	====  Sort Order (BR) ====	+	6) Label for each field - use [[Standard_Short_Label]]
-	Sort by delivery trailer #; earliest delivery date on the top.	+	7) See [[#Figure 1. Delivery Trailer Report]] - this is for an example of layout only.
-		+	<!-- Use [[Standard Short Label]] -->
-	===  Schedule vs Generate (BR) ===	+
-	Need both.	+
-		+
-	===  Related Workflow (BR) ===	+
-	Unknown.	+
-		+
-	</div>	+
-		+
-	== Detailed Design ==	+
-	<div style="background-color:DarkSeaGreen;" >	+
-		+
-	''This wiki section is managed by: [[Systems Analyst]]''	+
-		+
-		+
-		+
-	=== MOT (SA) ===	+
-	For Truck-domestic only.	+
-		+
-	=== Hard coded conditions (SA) ===	+
-		+
-	=== Filters (SA) ===	+
-		+
-	The same as in [[Trucking Optimization Report]].	+
-		+
-	=== Output (SA)===	+
-		+
-	==== Types of output (SA) ====	+
-		+
-	Spreadsheet only.	+
-		+
-	==== Columns (SA) ====	+
-		+
-	1) Fields to include - see below	+
-	2) Order on xls (left to right) as below	+	===== Fields list =====
	* [[CT#CT_Num]]		* [[CT#CT_Num]]
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	* [[CT#Actual Delivery Date]]		* [[CT#Actual Delivery Date]]
	* [[CT#Cargo_due]]		* [[CT#Cargo_due]]
		+
		+	* [[Address#Company]] related to [[Ct#Shipper]]
	* [[Address#Company]] related to [[CT#Pick Up]]		* [[Address#Company]] related to [[CT#Pick Up]]
Line 150:		Line 103:
	*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]		*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
	*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]		*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
		+	*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
		+
		+	* [[Address#Company]] related to [[Ct#Consignee]]
	* [[Address#Company]] related to [[CT#Delivery To]]		* [[Address#Company]] related to [[CT#Delivery To]]
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	* [[CT#Delivery Trucker]]		* [[CT#Delivery Trucker]]
-	3) 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]])	+	==== Tabs ====
-	4) Label for each field - see below:	+	One tab
		+	====  Sort Order (SA) ====
		+	* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
-	<pre>	+	* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
-	CT#	+	===  Schedule vs Generate (SA) ===
		+	Need both...
-	Created On	+	=== Typical use cases and workflow ===
-	Cargo available	+	:''must have several various cases along with screenshots of input, outputs''
-	Actual Pick Up Date	+	:''use cases must be defined step by step''
-	Actual Delivery Date	+	:''this section is to be completed together by SA and BA''
-	Cargo Due	+
-	Pick Up Company	+	==== Example A ====
-	Pick Up Phone	+
-	Pick Up City	+	==== Example B ====
-	Pick Up State	+
-	Pick Up Zip	+
-	PO	+	==== Example C ====
-	SKU	+
-	Qty	+
-	Plts	+
-	Loose Pkgs	+
-	Gross Lb	+
-	CBM	+
-	Deliver To Company (! changed)	+	== Figures ==
-	Delivery Phone	+	=== Figure 1. Delivery Trailer Report ===
-	Delivery City	+	[[File:DTReport.JPG]]
-	Delivery State	+
-	Delivery Zip	+
-		+
-	Pick Up Trucker	+
-	Delivery Trucker	+
-		+
-	</pre>	+
-		+
-	<!-- Use [[Standard Short Label]] -->	+
-		+
-	==== Tabs ====	+
-		+
-	One tab	+
-		+
-	==== Sort Order (SA) ====	+
-		+
-	Sort by [[CT#Actual Delivery Date]]; earliest on the top.	+
-		+
-	===  Schedule vs Generate (SA) ===	+
-	Need both.	+
-		+
-	</div>	+
	== History ==		== History ==
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	=== m2092 ===		=== m2092 ===
	* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]		* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
-
-	==== BA 2092 ====
-	* see [[#Business Requirements]]
-	* final version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=10894
-
-	==== SA 2092 ====
	* See [[Delivery_Trailer_Report#Detailed_Design]]		* See [[Delivery_Trailer_Report#Detailed_Design]]
-	* final version: []	+	* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11051 11051]
		+	* Add Figure 1. [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11059 11059]
		+	* Update Spec: final revision: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11449]

---

Current revision as of 10:51, 12 August 2010

Contents 1 General Info 2 Detailed Design 2.1 MOT 2.2 Hard coded conditions 2.3 Filters 2.3.1 General Filters 2.3.2 Virtual Group Filters 2.4 Output 2.4.1 Types of output 2.4.2 Columns 2.4.2.1 Fields list 2.4.3 Tabs 2.4.4 Sort Order (SA) 2.5 Schedule vs Generate (SA) 2.6 Typical use cases and workflow 2.6.1 Example A 2.6.2 Example B 2.6.3 Example C 3 Figures 3.1 Figure 1. Delivery Trailer Report 4 History 4.1 m2092

[edit] General Info

• Parent Mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
• Original BR: Delivery_Trailer_Report_(BR)

[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:

• 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

[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 #
      • CT#DT_Number
• 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

• See Reports_Output#Selected_List
• No output list on Selected List

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

• CT#DT_Number

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

• CT#CT_Num
  • 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

• Address#Company related to Ct#Shipper

• Address#Company related to CT#Pick Up
• 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

• 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

• Address#Company related to Ct#Consignee

• 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

• CT#Pick Up Trucker
• CT#Delivery Trucker

[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

[edit] History

[edit] m2092

• 2092
• See Delivery_Trailer_Report#Detailed_Design
• final version: 11051
• Add Figure 1. 11059
• Update Spec: final revision: [1]