Daily Report

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* Ship from
* Ship from
-
** Mapped to [[CT#Export_Delivery_To]]
 
-
* Ship to
 
** Mapped to [[CT#Export_Pick_Up]]
** Mapped to [[CT#Export_Pick_Up]]
 +
* Ship to
 +
** Mapped to [[CT#Export_Delivery_To]]
==== Sort By Definitions ====
==== Sort By Definitions ====
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Shipper
Shipper
Consignee
Consignee
 +
 +
=== 0002211: (Daily) For ALL clients need to customize report ===
== RFC ==
== RFC ==

Current revision as of 22:51, 21 December 2010


Contents

[edit] Parent Mantis

1597

[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.

[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 MUST include ALL new shipments records that are created since previous report, including undefined MOT
  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • Report shows date time stamp and how many records are found (number)
  • Report is sent to recipients on schedules via email.

[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.
  • Report should identify records where the CT_bo#E0_Client was updated since previous report.
  • 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.

[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 = "a") OR(Client Companies = "b")) AND ((Shippers = "c")OR(Shippers = "d"))
  • If none of the filters are selected, generate ALL results.


[edit] Filters and Filters Matching Logic

[edit] Output

  • Create output tab with list of output headings
  • 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
  • Transportation Modes
  • Shippers
    • Mapped to CT#Shipper
    • Default on the combo box selected heading output list
  • Consignees
    • Mapped to CT#Consignee
    • Default on the combo box selected heading output list
  • Origin Countries
  • Destination Countries
  • P.O.
    • Mapped to Commodity#PO
    • Default on the combo box selected heading output list
  • SKU
    • 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
  • Commodity Item Invoice
    • Mapped to TBD
  • Commodity Item Pieces Per Package
    • Mapped to TBD
  • Commodity Item Package Type
    • Mapped to TBD
  • 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 and spreadsheet should be Extra 1, Extra 2,...etc
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]
    • Default on the combo box selected heading output list
  • Container Description
  • Master Bill
    • Mapped to: if MOT=AIR: CT#MAWB, if MOT=Ocean: CT#MBL, otherwise leave blank.

[edit] Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#


[edit] Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is ONLY one tab
  • 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

TBD

[edit] Figures

[edit] Figure 1. Schedule dropdown menu

File:DailyScheduled.JPG

[edit] Figure 2. General Tab

File:GenFilterDaily.JPG

[edit] Figure 3. Spreadsheet

File:DailySpreadSheet.JPG

[edit] History

[edit] Ver 1.1

  • spec updated? No
  • 0001882: (Daily) Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 (as in 0001880)
  • see mantis #1880 for details


[edit] m2037

[edit] BA

In Output:

[edit] Part 2

[edit] SA

  • spec has been updated

[edit] m2084

[edit] BA m2084

[edit] SA m2084

  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • 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: 10729

[edit] BA m2211

Make CT # as a hyperlink (but if more multiple lines items for CT, do not repeat hyperlink, make only 1st mention of CT a hyperlink) MOT = Air, Ocean (FCL, LCL) & Truck Ocean/Air, but do no include domestic truck records if possible (?) MOT = Air - show the chargeable weight, if entered CT record export tab 17b: Chargeable weight, is greater than gross weight CT record content table Ttl GW. If not greater, show gross weight MOT = Ocean FCL , AW and MLB - show the actual container count per CT record

  • IE CT record has container # AAAA 123456-7 & container # BBBB 456789-0, show container count: 2

MOT = Ocean LCL - show the total CBM Shipper Consignee

[edit] 0002211: (Daily) For ALL clients need to customize report

[edit] RFC

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