CyberTrax 2.1 Client (EA Stamford Planners Only)

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(Use case 1. Approve an individual shipment)
(Introduction)
 
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== Introduction ==
== Introduction ==
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* Basic planner is able to approve ONLY new shipments on his New tab and hold shipments on his Hold tab.
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* Basic planner(s) are able to ONLY approve new shipments on their New tab.
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* Super planner is able to approve all shipments on his New tab and Hold shipments on his Hold tab.
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* Super planner(s) are able to approve all shipments on their New tab and Hold shipments on their Hold tab.
* Once a shipment has been approved by a basic planner, the shipment will have an '''orange''' flag and stay on New tab.
* Once a shipment has been approved by a basic planner, the shipment will have an '''orange''' flag and stay on New tab.
 +
* Once a shipment has been placed on hold, with or without a date, the shipment will have a "yellow" flag and stay on the New tab.
* Once a shipment has been approved by a super planner, the shipment will have a '''green''' flag and move to Approved tab.
* Once a shipment has been approved by a super planner, the shipment will have a '''green''' flag and move to Approved tab.
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* Basic planner and Super planner have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs.
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* Basic planner(s) and Super planner(s) have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs.
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* On New tab, basic planner and super planner are able to see the same list of shipments list on their views except slightly different information columns will be showing on their views as listed below.
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* On New tab, Basic planner(s) and Super planner are able to see the same list of shipments on their views except slightly different information columns will be displayed as listed below.
:* Column for New Tab for Basic planner view:
:* Column for New Tab for Basic planner view:
:** Status
:** Status
:** CT Record
:** CT Record
:** Created On
:** Created On
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:** Cargo Due
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:** Approved For
:** Pick Up Location
:** Pick Up Location
:** Delivery Location
:** Delivery Location
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:** CT Record
:** CT Record
:** Created On
:** Created On
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:** Cargo Due
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:** Approved For
:** Pick Up Location
:** Pick Up Location
:** Delivery Location
:** Delivery Location
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:** Planner's name
:** Planner's name
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== Use case 1. Approve an individual shipment ==
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== Case 1. Approve an individual shipment for basic planner ==
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Basic planner can approve one shipment at a time, by selecting a check box in front of the shipment record that he would like to set an approval status
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Basic planner(s) can approve one shipment at a time, by selecting a check box in front of the shipment record that they would like to set an approval status
[[File:BasicPlannerLogonCT300488.JPG]]
[[File:BasicPlannerLogonCT300488.JPG]]
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OR basic planner can view a specific shipment record and then set an approval status
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OR basic(s) planner can view a specific shipment record and then set an approval status
[[File:ApprovedView.JPG]]
[[File:ApprovedView.JPG]]
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Basic planner does not allow to re-approve an approved shipment(s)
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Basic planner(s) cannot re-approve a shipment(s) that already was approved with an orange flag
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* If she selects an approved shipment CT 300488 as figure below, the set approval status panel will be replaced by: "This shipment is pending for the final approval from super planner."
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* If they select an approved shipment CT 300488 as shown below, the set approval status panel will be replaced by: "This shipment is pending final approval by super planner."
[[File:BasicPlannerLogonCT300488Approve.JPG]]
[[File:BasicPlannerLogonCT300488Approve.JPG]]
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[[File:ApprovedViewApproved.JPG]]
[[File:ApprovedViewApproved.JPG]]
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== use case 2.Approve many or all shipments at once ==
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== Case 2. Approve many or all shipments at once for basic planner ==
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She can select all shipments by selecting the check box on the top of the column and then set approval status and click "Apply" button.
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Basic planner(s) can select all shipments by selecting a check box on the top of the column, all shipment records for that page will be selected and then he can set approval status and click the "Apply" button.
[[File:BasicPlannerLogonAll.JPG]]
[[File:BasicPlannerLogonAll.JPG]]
Constraint:
Constraint:
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* If all shipments that she selected contains some shipment that already been approved by basic planner, system will not allow her to set approval status to all shipments. She will see an error message stating that "Some shipment(s) has already been approved. Please select only new shipment(s) that you would like to approve." [OK]
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* If all shipments that are selected contain some shipments that were already approved by a basic planner, the system will not allow a basic planner to re-set the approval status for all shipments. An Error message will pop-up stating that "Some shipment(s) have already been approved. Please select only those new shipment(s) that you would like to approve." [OK] as figure below
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[[File:ErrApproved1.JPG]]
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[[File:ErrApproved.JPG]]
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== Use case 3. Shipment List for Basic Planner ==
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== Case 3. Shipment List for Basic Planner on New tab ==
[[File:BasicPlannerLogon.JPG]]
[[File:BasicPlannerLogon.JPG]]
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== Use case 4. Shipment List for Super Planner on New Tab ==
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== Case 4. Shipment List for Super Planner on New Tab ==
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View for super planner is slightly different from basic planner. As super planner's view: Planner's name column is added and Piece Price column is removed.
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View for super planner is slightly different from basic planner. The Planner's name column is added and the Piece Price column is removed.
[[File:SuperPlannerView.JPG ]]
[[File:SuperPlannerView.JPG ]]
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As this example, Super planner logs on the web portal and he sees that there are 3 shipments records on New tab and 1 shipment record were approved by basic planner. Super planner is able to either set approval status for all shipments on New Tab at once or set approval status for only some shipments or one at a time.
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== Case 5. Approve an individual shipment for Super Planner ==
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From the figure below, Super planner(s) can see that there are 3 records on the New tab, and 1 record has been approved by a basic planner, while the other 2 shipment records are not yet approved by a basic planner. The Super planner is able to either set the approval status for all shipments on New Tab, or set approval status for shipments individually.
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Super planner decides to approve only one shipment
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Super planner(s) decides to approve only one shipment.
[[File:SuperPlannerViewApproved.JPG]]
[[File:SuperPlannerViewApproved.JPG]]
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== Case 6. Shipment List for both Super Planner and Basic Planner on Approved Tab ==
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=== Use case 5. Shipment List for both Super Planner and Basic Planner on Approved Tab ===
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Super planner(s) decides to approve CT 300485 on the New Tab. Once they approved this shipment, the shipment will be moved from New Tab to Approved Tab with a '''green''' flag as indicated below.
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Super planner decides to approve CT 300485 on the shipment list on New Tab. Once she approved this shipment, this shipment is moved from New Tab to Approved Tab with a '''green''' flag as figure below.
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[[File:SuperPlannerViewApprovedTab.JPG]]
[[File:SuperPlannerViewApprovedTab.JPG]]

Current revision as of 21:52, 14 November 2011


Contents

[edit] Introduction

  • Basic planner(s) are able to ONLY approve new shipments on their New tab.
  • Super planner(s) are able to approve all shipments on their New tab and Hold shipments on their Hold tab.
  • Once a shipment has been approved by a basic planner, the shipment will have an orange flag and stay on New tab.
  • Once a shipment has been placed on hold, with or without a date, the shipment will have a "yellow" flag and stay on the New tab.
  • Once a shipment has been approved by a super planner, the shipment will have a green flag and move to Approved tab.
  • Basic planner(s) and Super planner(s) have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs.
  • On New tab, Basic planner(s) and Super planner are able to see the same list of shipments on their views except slightly different information columns will be displayed as listed below.
  • Column for New Tab for Basic planner view:
    • Status
    • CT Record
    • Created On
    • Cargo Due
    • Approved For
    • Pick Up Location
    • Delivery Location
    • PO
    • SKU
    • Qty
    • Piece Price
    • Total Value
  • Column for New Tab for Super planner view:
    • Status
    • CT Record
    • Created On
    • Cargo Due
    • Approved For
    • Pick Up Location
    • Delivery Location
    • PO
    • SKU
    • Qty
    • Total Value
    • Planner's name

[edit] Case 1. Approve an individual shipment for basic planner

Basic planner(s) can approve one shipment at a time, by selecting a check box in front of the shipment record that they would like to set an approval status

File:BasicPlannerLogonCT300488.JPG


OR basic(s) planner can view a specific shipment record and then set an approval status

File:ApprovedView.JPG


Basic planner(s) cannot re-approve a shipment(s) that already was approved with an orange flag

  • If they select an approved shipment CT 300488 as shown below, the set approval status panel will be replaced by: "This shipment is pending final approval by super planner."

File:BasicPlannerLogonCT300488Approve.JPG

  • Same as on the view page

File:ApprovedViewApproved.JPG

[edit] Case 2. Approve many or all shipments at once for basic planner

Basic planner(s) can select all shipments by selecting a check box on the top of the column, all shipment records for that page will be selected and then he can set approval status and click the "Apply" button.

File:BasicPlannerLogonAll.JPG

Constraint:

  • If all shipments that are selected contain some shipments that were already approved by a basic planner, the system will not allow a basic planner to re-set the approval status for all shipments. An Error message will pop-up stating that "Some shipment(s) have already been approved. Please select only those new shipment(s) that you would like to approve." [OK] as figure below

File:ErrApproved.JPG

[edit] Case 3. Shipment List for Basic Planner on New tab

File:BasicPlannerLogon.JPG

[edit] Case 4. Shipment List for Super Planner on New Tab

View for super planner is slightly different from basic planner. The Planner's name column is added and the Piece Price column is removed.

File:SuperPlannerView.JPG

[edit] Case 5. Approve an individual shipment for Super Planner

From the figure below, Super planner(s) can see that there are 3 records on the New tab, and 1 record has been approved by a basic planner, while the other 2 shipment records are not yet approved by a basic planner. The Super planner is able to either set the approval status for all shipments on New Tab, or set approval status for shipments individually.

Super planner(s) decides to approve only one shipment.

File:SuperPlannerViewApproved.JPG

[edit] Case 6. Shipment List for both Super Planner and Basic Planner on Approved Tab

Super planner(s) decides to approve CT 300485 on the New Tab. Once they approved this shipment, the shipment will be moved from New Tab to Approved Tab with a green flag as indicated below.

File:SuperPlannerViewApprovedTab.JPG

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