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 for the last 24 hours. This is a specific request report for '''Elizabeth Arden''' only.
+
 
 +
* 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 ===
-
* The result of this report is a number of CTs in the system that is generated daily for the last 24 hours or every date and time that user manages to send the report to Clients via email.
+
 
-
* Report MUST include ALL records that are created since previous report
+
 
-
* This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied filters
+
* This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
-
* Report is a "re-occurring" report (not a one time report)
+
-
* Report is based on Client Companies(E0)
+
* Report shows date time stamp and how many records are found (number)
* 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
+
* 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 ===
See [[#Figure 1. Schedule dropdown menu ]]
See [[#Figure 1. Schedule dropdown menu ]]
-
=== Hard Coded Conditions ===      
+
==== 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
* See Figure 2 for general filters tab below
Line 29: Line 45:
** 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))
** 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.
* If none of the filters are selected, generate ALL results.
-
==== Filters ====
+
 
-
* See [#Figure 2. General Tab]
+
==== Filters and Filters Matching Logic ====
-
* Each filter consists of
+
 
-
** Check box in front of each filter. If filter is set, check box must be automatically checked vise versa
+
* [[Reports Filters#Client]]
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** All filters are "Multiselect"
+
** This is a mandatory filter
-
**
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** Allow user to select max to 10 client companies
-
* 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"
-
** Mapped to list of E0 Client
+
** 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."
-
* Shippers:
+
 
-
** Mapped to list of Shipper (T1)
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* [[Reports Filters#Shipper]]
-
* Consignees:
+
 
-
** Mapped to list of Consignee (T2)
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* [[Reports Filters#Consignee]]
-
* Origin Countries:
+
 
-
** Mapped to list of Origin country
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* [[Reports Filters#Origin Country]]
-
* Destination Countries:
+
 
-
** Mapped to list of Destination country
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* [[Reports Filters#Destination Country]]
-
* Origin Regions:
+
 
-
* Destination Regions:
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* [[Reports Filters#Origin Region]]
 +
 
 +
* [[Reports Filters#Destination Region]]
=== Output ===
=== Output ===
* Create output tab with list of output headings
* Create output tab with list of output headings
-
* These output headings are almost the same as Daily Report but label name and order differently
+
* 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
* Required default headings on the combo box, the rest of headings are in drop down filter output list
-
* List of headings [#Columns Definitions]
+
* 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 ===
=== Figures ===
==== Figure 1. Schedule dropdown menu ====
==== Figure 1. Schedule dropdown menu ====
Line 64: Line 211:
==== Figure 2. General Tab ====
==== Figure 2. General Tab ====
[[File:GeneralTabDailyEA.JPG]]
[[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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