Daily Report - Elizabeth Arden

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[[Category:OpsRepsMisc]]
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[[Category:OpsRepsCore]]
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[[Category:OpsReps]]
== Parent Mantis ==
== Parent Mantis ==
Line 5: Line 6:
== Business Needs and Requirements ==
== Business Needs and Requirements ==
 +
 +
* This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
 +
 +
* This is a specific request report for '''Elizabeth Arden''' only. (It is assumed that user would select '''Arden related Clients'''  in Client filter. But actually they could select any client)
 +
== Technical Specification ==
== Technical Specification ==
=== Summary ===
=== Summary ===
 +
 +
 +
* This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
 +
* Report shows date time stamp and how many records are found (number)
 +
* This report is almost similar to [[Daily Report]], but the heading on the spreadsheet is different also with the extra fields
 +
=== User Interface ===
=== User Interface ===
-
=== Hard Coded Conditions ===      
+
See [[#Figure 1. Schedule dropdown menu ]]
 +
 
 +
==== Filters ====
 +
All filters for user defined report conditions are on one tab - see [[#Figure 2. General Tab ]]
 +
 
 +
Also see [[#Filters and Filters Matching Logic]].
 +
 
 +
 
 +
 
 +
=== Hard Coded Conditions ===
 +
 
 +
* This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run, including ''undefined'' MOT.
 +
 
 +
* Report should use [[CT#Created On Date]] date field to identify when shipment was created.
 +
 
 +
* Report should identify records where the [[CT_bo#E0_Client]] was updated since previous report.
 +
 
=== User Defined Conditions ===
=== User Defined Conditions ===
 +
* See Figure 2 for general filters tab below
 +
* All filters are "multi select"
 +
* Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
 +
* Filters consist of several groups
 +
* Every filter is connected by '''AND''' and sub selections inside each filter combo-box are connected by '''OR'''
 +
** For example: ((Client Companies = E.A. USA Domestic) '''OR'''(Client Companies = Elizabeth Arden)) '''AND''' ((Shippers = A-TESTCOMP - TestCity - test remark)'''OR'''(Shippers = ABC - HK - test))
 +
* If none of the filters are selected, generate ALL results.
 +
 +
==== Filters and Filters Matching Logic ====
 +
 +
* [[Reports Filters#Client]]
 +
** This is a mandatory filter
 +
** Allow user to select max to 10 client companies
 +
** If user does not set this filter; leave it blank then clicks "Ok", warning error message pop-up displays "Please set Client Companies filter"
 +
** If user selects some client companies filter more than 10 client companies then clicks "Ok", warning error message pop-up displays "List of Client companies can be selected less than or equal 10 client companies."
 +
 +
* [[Reports Filters#Shipper]]
 +
 +
* [[Reports Filters#Consignee]]
 +
 +
* [[Reports Filters#Origin Country]]
 +
 +
* [[Reports Filters#Destination Country]]
 +
 +
* [[Reports Filters#Origin Region]]
 +
 +
* [[Reports Filters#Destination Region]]
 +
=== Output ===
=== Output ===
 +
* Create output tab with list of output headings
 +
* These output headings are almost the same as Daily Report but label names and orders are different
 +
* Required default headings on the combo box, the rest of headings are in drop down filter output list
 +
* List of headings [[#Columns Definitions]]
 +
* See [[#Figure 3. Spreadsheet]] for output result (xls)
 +
==== Columns Definitions ====
==== Columns Definitions ====
 +
 +
* CT# with link (JG and Non-JG users)
 +
** Mapped to [[CT#CT Num]]
 +
** If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
 +
** If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
 +
** Default on the ''combo box'' selected list
 +
 +
* Vendor
 +
** Mapped to [[CT#Shipper]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Division
 +
** No mapping (Heading Only)
 +
** Default value: N/A for data
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* P/O num
 +
** Mapped to [[Commodity#PO]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Item code
 +
** Mapped to [[Commodity#SKU]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Quantity
 +
** Mapped to [[Commodity#Qty]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* [[Reports_Output#Gross_KG]]
 +
* [[Reports_Output#Gross_LB]]
 +
 +
* Cartons
 +
** Mapped to [[Commodity#Pkgs On Plts]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Pallets
 +
** Mapped to [[Commodity#Plts]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Drums
 +
** Mapped to [[Commodity#Loose Pkgs]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Carrier
 +
** No mapping (Heading Only)
 +
** Default value: Jaguar
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Mode
 +
** Mapped to [[CT#Mode Of Transport]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Carrier Remarks
 +
** No mapping (Heading Only)
 +
** Default value to blank
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Destination
 +
** Mapped to [[CT#Consignee]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Estimated Delivery
 +
** Mapped to [[CT#Automated Estimated Delivery Date]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Actual Delivery
 +
** Mapped to [[CT#Actual Delivery Date]]
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Revise Date
 +
** No mapping (Heading Only)
 +
** Default value to blank
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Remarks Planning
 +
** No mapping (Heading Only)
 +
** Default value to blank
 +
** Default on the ''combo box'' selected heading output list
 +
 +
* Customer References#
 +
** Mapped to [[CT#Customer Ref]]
 +
 +
* Origin Countries
 +
** Mapped to [[CT#Origin Country]]
 +
 +
* Destination Countries
 +
** Mapped to [[CT#Destination Country]]
 +
 +
* Item Description
 +
** Mapped to [[Commodity#Description]]
 +
 +
* Custom fields
 +
** if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
 +
** Heading on output tab should be Extra 1, Extra 2,...etc
 +
** Heading Must be dynamic name on the spreadsheet
 +
*** For example: if there is a custom field "Extra 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1" on the spreadsheet
 +
 +
* Total CBM
 +
** Mapped to [[Commodity#Grand Total: cbm]]
 +
 +
* Authorization
 +
** No mapping (Heading Only)
 +
** Default value to blank
 +
** this field is allowed user to manage it manually [Y/N]
 +
==== Sort By Definitions ====
==== Sort By Definitions ====
 +
* Sort by CT# from earlier CT# to newer CT#
 +
* Tab by alphabet order
 +
 +
==== Summary ====
 +
* Output is a spreadsheet
 +
* Spreadsheet tabs: There is ONLY one tab PER client company
 +
* 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
 +
* Footer
 +
** There is no footer
 +
=== Special Cases ===
=== Special Cases ===
 +
 +
For client company which has an extra field (custom field), it should grab custom field for heading dynamically.
 +
 +
Example: Elizabeth Arden has a custom field (Extra 1) which is "Lot#". Lot# will be showing on the heading of the spreadsheet for Elizabeth Arden company.
 +
 +
=== Figures ===
 +
==== Figure 1. Schedule dropdown menu ====
 +
[[File:DailyEA.JPG]]
 +
 +
==== Figure 2. General Tab ====
 +
[[File:GeneralTabDailyEA.JPG]]
 +
 +
 +
==== Figure 3. Spreadsheet ====
 +
 +
[[File:Daily-EATabing.JPG]]
 +
== History ==
== History ==
 +
 +
=== m2037 ===
 +
* http://mantis.jaguarfreight.com/mantis/view.php?id=2037
 +
 +
==== BA ====
 +
In Output:
 +
 +
* Rename "Weight" into "Gross KG"
 +
* Add [[Reports_Output#Gross_LB]]
 +
 +
===== Part 2 =====
 +
* Add these fields to Output:
 +
** [[Reports Output#Cargo Available]]
 +
** [[Reports Output#Ship from State]]
 +
** [[Reports Output#Ship from Zip]]
 +
** [[Reports Output#SKU]]
 +
** [[Reports Output#Ship to State]]
 +
** [[Reports Output#Ship to Zip]]
 +
 +
==== SA ====
 +
Spec has been updated.
 +
 +
=== m2085 ===
 +
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2085 2085]
 +
 +
==== BA m2085 ====
 +
* Include CT records that the E0 Client is updated since the previous report.
 +
* Final Version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Daily_Report_-_Elizabeth_Arden&oldid=10725
 +
 +
==== SA m2085 ====
 +
* Report MUST ALSO include shipment records that the [[CT_bo#E0_Client]] is updated since previous report [http://mantis.jaguarfreight.com/wiki/Daily_Report_-_Elizabeth_Arden#Hard_Coded_Conditions Updated spec]
 +
* Spec is updated: Y
 +
* Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
 +
* Final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Daily_Report_-_Elizabeth_Arden&oldid=10734 10734]
 +
 +
==== m2445 ====
 +
http://mantis.jaguarfreight.com/mantis/view.php?id=2445
 +
== RFC ==
== RFC ==

Current revision as of 20:32, 15 November 2010


Contents

[edit] Parent Mantis

1722

[edit] Business Needs and Requirements

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
  • This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)

[edit] Technical Specification

[edit] Summary

  • This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
  • Report shows date time stamp and how many records are found (number)
  • This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

[edit] User Interface

See #Figure 1. Schedule dropdown menu

[edit] Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.


[edit] Hard Coded Conditions

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run, including undefined MOT.
  • Report should identify records where the CT_bo#E0_Client was updated since previous report.

[edit] User Defined Conditions

  • See Figure 2 for general filters tab below
  • All filters are "multi select"
  • Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
  • Filters consist of several groups
  • Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
    • For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
  • If none of the filters are selected, generate ALL results.

[edit] Filters and Filters Matching Logic

  • Reports Filters#Client
    • This is a mandatory filter
    • Allow user to select max to 10 client companies
    • If user does not set this filter; leave it blank then clicks "Ok", warning error message pop-up displays "Please set Client Companies filter"
    • If user selects some client companies filter more than 10 client companies then clicks "Ok", warning error message pop-up displays "List of Client companies can be selected less than or equal 10 client companies."

[edit] Output

  • Create output tab with list of output headings
  • These output headings are almost the same as Daily Report but label names and orders are different
  • Required default headings on the combo box, the rest of headings are in drop down filter output list
  • List of headings #Columns Definitions
  • See #Figure 3. Spreadsheet for output result (xls)

[edit] Columns Definitions

  • CT# with link (JG and Non-JG users)
    • Mapped to CT#CT Num
    • If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
    • If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
    • Default on the combo box selected list
  • Vendor
    • Mapped to CT#Shipper
    • Default on the combo box selected heading output list
  • Division
    • No mapping (Heading Only)
    • Default value: N/A for data
    • Default on the combo box selected heading output list
  • P/O num
    • Mapped to Commodity#PO
    • Default on the combo box selected heading output list
  • Item code
    • Mapped to Commodity#SKU
    • Default on the combo box selected heading output list
  • Quantity
    • Mapped to Commodity#Qty
    • Default on the combo box selected heading output list
  • Pallets
    • Mapped to Commodity#Plts
    • Default on the combo box selected heading output list
  • Carrier
    • No mapping (Heading Only)
    • Default value: Jaguar
    • Default on the combo box selected heading output list
  • Carrier Remarks
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • Destination
    • Mapped to CT#Consignee
    • Default on the combo box selected heading output list
  • Revise Date
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • Remarks Planning
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • Custom fields
    • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
    • Heading on output tab should be Extra 1, Extra 2,...etc
    • Heading Must be dynamic name on the spreadsheet
      • For example: if there is a custom field "Extra 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1" on the spreadsheet
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]

[edit] Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#
  • Tab by alphabet order

[edit] Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is ONLY one tab PER client company
  • 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
  • Footer
    • There is no footer

[edit] Special Cases

For client company which has an extra field (custom field), it should grab custom field for heading dynamically.

Example: Elizabeth Arden has a custom field (Extra 1) which is "Lot#". Lot# will be showing on the heading of the spreadsheet for Elizabeth Arden company.

[edit] Figures

[edit] Figure 1. Schedule dropdown menu

File:DailyEA.JPG

[edit] Figure 2. General Tab

File:GeneralTabDailyEA.JPG


[edit] Figure 3. Spreadsheet

File:Daily-EATabing.JPG

[edit] History

[edit] m2037

[edit] BA

In Output:

[edit] Part 2

[edit] SA

Spec has been updated.

[edit] m2085

[edit] BA m2085

[edit] SA m2085

  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report Updated spec
  • Spec is updated: Y
  • Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
  • Final version: 10734

[edit] m2445

http://mantis.jaguarfreight.com/mantis/view.php?id=2445

[edit] RFC

Retrieved from "https://wiki.jaguarfreight.com/Daily_Report_-_Elizabeth_Arden"
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