Reports Output
From UG
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=== SD: Make ALL CT fields available for output and filtering === | === SD: Make ALL CT fields available for output and filtering === | ||
| - | * Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See [[#Figure 0. Main Form General Fields tab | Figure 0 | + | * Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See [[#Figure 0. Main Form General Fields tab | Figure 0]]. |
* Non-CT fields that included to report grouped on "Non-CT Fields" tab. | * Non-CT fields that included to report grouped on "Non-CT Fields" tab. | ||
* List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields". | * List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields". | ||
Revision as of 14:40, 23 November 2010
Info
Business Need (MO)
BR: Business Requirements
BR: Lines Per CT Option
Need 2 options: show all commodity lines for one CT or only commodity summary (one line)
Option for CT hyper link (BR)
Biz Need:
- Option to display or not display CT # on output excel without hyperlink.
Suggested Design:
- Add checkbox on Output Tab provide this option.
BR: Make ALL CT fields available for output and filtering
- make ALL CT fields available for output and filtering:
- should be done only for CT based reports. We need this list by the way.
- How to group so many filters? Additional tabs? Groups on one tab?
- suggest solution
- How to group or order them on Output Tab (Select From panel):
- now they are not grouped / ordered and when we have a very long list this is an issue
- now we need to select one at a time - this is too slow
- please suggest alternative designs so we can choose
- Internal vs Client:
- All fields should only be available for internal
- see also #SD: Rules for labels
BR: Add more flexibility
- 1) add #Option for CT hyper link (BR) as an option for every report
- 2) add #Lines Per CT Option (LIPCO) as an option for every report
SD: Systems Design
Standard User Interface
Select From
Selected List
Show Estimated Date if Actual Date is empty
In some reports we have only one column for given date instead of one for actual and one for estimated. In this case for some reports this logic is applied.
Example: if "Actual Delivery Date" is empty then display "Estimated Delivery Date" (under "Delivery Date" header)
Lines Per CT Option (LIPCO)
LIPCO multi line
In this case system must show all commodity lines for one CT. See example below.
Non Commodity table field values would have to be repeated (including CT#)
LIPCO one line
In this case on output system must show only one line for one CT. Commodity information must be summarized. For example see CT# 199001 below.
If CT has more than one line in Commodity Table then:
- for Commodity Table numerical columns (Plts, Weight, etc) show total number
- for Commodity Table character column (SKU, PO, etc) show any one value and add "++" at the end indicating that there are more
Option for CT hyper link
CT Num with hyperlink
- mapping: CT#CT Num
- this number is a hyperlink to Client App OR Internal App (View or Edit)
CT Num without hyperlink
- mapping: CT#CT Num
SD: Rules for labels
- on Output tab - show Standard Long Label
- on HTML View and Spreadsheet - show Standard Short Label
SD: Output Fields
Most fields are defined in respective business object wikis:
SD: Make ALL CT fields available for output and filtering
- Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See Figure 0.
- Non-CT fields that included to report grouped on "Non-CT Fields" tab.
- List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields".
- List of fields for each tab:
- General Fields - TBD, presumably all fields of [CT#GenTab].
- Commodity Fields - TBD, presumably all fields on [CT#ContTab] of CT.
- Export Fields - TBD, presumably all fields of [CT#ExpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
- Import Fields - TBD, presumably all fields of [CT#ImpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
- Date Fields - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
- These ranges corresponds with CT fields: Estimated Pickup Date, Actual Pickup Date, Estimated Departure Date, Actual Departure Date, Estimated Arrival Date, Actual Arrival Date, Estimated Delivery Date, Actual Delivery Date.
- Non-CT Fields - TBD. Filter fields of report which don't are fields of CT, but related to it, for example Salesman.
- Each field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.
- On the Output tab (see Figure 1) provides additional output control:
- Lines Per CT Option
- Option for CT hyper link
- Ordering of output fields
SD: Add more flexibility
- 1) specified #Option for CT hyper link (BR) made as an option on Output tab in the form of "Display CT# as hyperlink" checkbox. see Figure 1
- checked state of checkbox means that shipments will be displayed as a hyperlink
- 2) specified #Lines Per CT Option (LIPCO) made as an option on Output tab in the form of "Commodity Lines Per CT" dropdown. see Figure 1.
- dropdown takes two states: "show all commodity lines for one CT" and "show only commodity summary (one line)"
Figures
Figure 0. Main Form General Fields tab
Figure 1. Main Form Output tab
Figure 2. Main Form Commodity Fields tab
Figure 3. Main Form Export Fields tab
Figure 4. Main Form Import Fields tab
Figure 5. Main Form Date Fields tab
Figure 6. Main Form Non-CT Fields tab
Figure 7. Output tab
History
m1846
BA
m1998
last revision - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=11814
BA 1998
- 1) Have all CT fields available on all CT reports - see #BR: Make ALL CT fields available for output and filtering
- 2) Make report filters & output more flexible for every report #BR: Add more flexibility
SA 1998
- 1) Have all CT fields available on all CT reports - see #SD: Make ALL CT fields available for output and filtering
- 2) Make report filters & output more flexible for every report #SD: Add more flexibility
