Impending Departures Report

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Revision as of 14:38, 13 February 2012 (edit) Andrei (Talk | contribs) (→SOW 1) ← Older edit		Current revision as of 17:30, 12 March 2012 (edit) (undo) Andrei (Talk | contribs) (→Solution)
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	=== Problem ===		=== Problem ===
-	* MOT = any '''OCEAN''', the system only looks at the “terminals” but ignores the “ports”.	+	* MOT = '''OCEAN''', Impending Reports (arrival/departure) do currently not provide visibility to departure / arrival for both the Terminal and Port (currently only the ‘terminal’ is considered as a criteria for the Impending reports.
-	:* If/when there is a different “origin terminal” and “port of loading” - there is no validation (past due departure) for the “port of loading” date.	+
-	:* If/when there is a different “destination terminal” and “port of discharge” – there is no validation (past due arrival) for the “port of discharge” date.	+
-	Core requirements:	+	'''Core requirements'''
-	* We need to use “port dates” and “terminal dates” – '''independently and separately UNLESS they have the same value'''.	+	* Impending Reports need to provide visibility to '''BOTH''' set of dates: '''Terminal''' AND '''Port''' ''(when those 2 locations have different values)''.<br>This addition of “Port” as a criteria ''(when different than “Terminal”)'' applies to BOTH Impending Arrival and Departure.
	=== Glossary ===		=== Glossary ===
		+	* '''Terminal''' = Origin Terminal
		+	* '''Port''' = Port Of Loading
	* '''ETD''' = Estimated Time of Departure ''(a.k.a Estimated Departure Date)''		* '''ETD''' = Estimated Time of Departure ''(a.k.a Estimated Departure Date)''
	* '''ATD''' = Actual Time of Departure ''(a.k.a Actual Departure Date)''		* '''ATD''' = Actual Time of Departure ''(a.k.a Actual Departure Date)''
-	* '''ETA''' = Estimated Time of Arrival ''(a.k.a Estimated Arrival Date)''
-	* '''ATA''' = Actual Time of Arrival ''(a.k.a Actual Arrival Date)''
	=== Solution ===		=== Solution ===
-	==== Preliminary note ====	+	The solution suggested by Marc is to add separate tab for shipments which have '''different''' "Terminal" and "Port" '''only'''.
-	We cannot use the dates independently each of other due specific sequence of validating dates.<br>''Example: Port of Loading Estimated (or Arrival) date cannot be confirmed until Origin Terminal Estimated (or Arrival) date has been confirmed.''	+	* For ''Impending Departures'' report we should use and compare "Origin Terminal" and "Port Of Loading".
		+	* Suggested name of that tab is "Ocean Port Dates". This is the last tab on spreadsheet.
-	==== Main idea ====	+	==== Date Criteria ====
-	In the same way as for [http://ct.jaguarfreight.com/wiki/Past_Due_Report#SOW_1 Past Due report] we need add validation of Port dates - Port of Loading ETD and Port of Loading ATD in addition to Origin Terminal ETD and Origin Terminal ATD.	+	(
		+	: ExpTab. Port Of Loading ETD is “yesterday, or earlier than yesterday”
		+	: OR
		+	: ExpTab. Port Of Loading ETD is “today + X days”
		+	)
		+	: AND ExpTab. Port Of Loading ATD is empty
-	If at least one pair of dates ETD-ATD in CT will comply with condition of Date Criteria then shipment should be added to report.	+	NOTE: X days are from today up to 7 days maximum.
-	==== Implementation actions (for each tab OCEAN) ====	+	==== Output Fields ====
-	'''Suspected Overdue Tab'''	+	To provide visibility to BOTH set of dates (Terminal and Port) ''Impending Departures'' report should always show the following dates on "Ocean Port Dates" tab:
-	* ExpTab. Origin Terminal ETD is “yesterday, or earlier than yesterday” AND ExpTab. Origin Terminal ATD is empty	+	* Terminal ETD ''(ExpTab.Origin Terminal ETD)''
-	* OR	+	* Terminal ATD ''(ExpTab.Origin Terminal ATD)''
-	* ExpTab. Port Of Loading ETD is “yesterday, or earlier than yesterday” AND ExpTab. Port Of Loading ATD is empty	+	* Port ETD ''(ExpTab.Port Of Loading ETD)''
		+	* Port ATD ''(ExpTab.Port Of Loading ATD)''
-	'''Today Tab'''	+	instead of Terminal Departures Dates only (selected or not).
-	* ExpTab. Origin Terminal ETD is “today”	+
-	* OR	+
-	* ExpTab. Port Of Loading ETD is “today”	+
-		+
-	'''Tomorrow (1 day) Tab'''	+
-	* ExpTab. Origin Terminal ETD is “tomorrow (today + 1 day)”	+
-	* OR	+
-	* ExpTab. Port Of Loading ETD is “tomorrow (today + 1 day)”	+
-		+
-	'''X days Tab'''	+
-	* ExpTab. Origin Terminal ETD is “today + X days”	+
-	* OR	+
-	* ExpTab. Port Of Loading ETD is “today + X days”	+

---

Current revision as of 17:30, 12 March 2012

Contents 1 Parent Mantis 2 Business Needs and Requirements 2.1 Intro 2.2 Detailed spec for each tab AIR 2.2.1 Suspected Overdue Tab 2.2.2 Today Tab 2.2.3 Tomorrow (1 day) Tab 2.2.4 X days Tab 2.3 Detailed spec for each tab OCEAN 2.3.1 Suspected Overdue Tab 2.3.2 Today Tab 2.3.3 Tomorrow (1 day) Tab 2.3.4 X days Tab 2.4 Filters 2.5 Output 3 SOW 1 3.1 Problem 3.2 Glossary 3.3 Solution 3.3.1 Date Criteria 3.3.2 Output Fields

[edit] Parent Mantis

1595

[edit] Business Needs and Requirements

This report is used for identifying suspected overdue departed shipments and estimated Impending departure today, tomorrow, until X days from today to 7 days maximum for Air and Ocean. This report will help user to know what shipments are past due to depart and also estimated departure today and future after today up to 7 days.

[edit] Intro

• Generic meaning: There are list of Shipments that "Departure past Due", and list of "Departure impending shipments" today, tomorrow, the next day up to 7 days maximum
• This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied scheduled filters
  • Date Criteria:
    • All Past Due "Estimated depart in the past/actual depart date is empty"
    • Estimated depart date is today, tomorrow, until X days from today to 7 days maximum
  • Mode: Air and Ocean
• These can be scheduled, daily, every other day, weekly etc.
• Report is a "re-occurring" report (Over due depart shipment will occur on the every report until Actual Departure Dates are set!, and impending shipments that are estimated to depart today, tomorrow, until X days from today up to 7 days maximum
• Report show Report info by sections on the excel spreadsheet: (these can be separated tabs)
  • Suspected overdue shipment departures
  • Impending shipment departure today
  • Impending shipment in one days
  • Impending shipment in two days
  • etc...until seven days

[edit] Detailed spec for each tab AIR

Added: --Alex 17:01, 30 November 2009 (UTC)

[edit] Suspected Overdue Tab

• ExpTab. Airport Of Departure ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Airport Of Departure ATA is empty

[edit] Today Tab

• ExpTab. Airport Of Departure ETA is “today”

[edit] Tomorrow (1 day) Tab

• ExpTab. Airport Of Departure ETA is “tomorrow (today + 1 day)”

[edit] X days Tab

• ExpTab. Airport Of Departure ETA is “today + X days”

[edit] Detailed spec for each tab OCEAN

Added: --Alex 17:01, 30 November 2009 (UTC)

[edit] Suspected Overdue Tab

• ExpTab. Origin Terminal ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Origin Terminal ATA is empty

[edit] Today Tab

• ExpTab. Origin Terminal ETA is “today”

[edit] Tomorrow (1 day) Tab

• ExpTab. Origin Terminal ETA is “tomorrow (today + 1 day)”

[edit] X days Tab

• ExpTab. Origin Terminal ETA is “today + X days”

[edit] Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:
• Transport Modes: (Air and Ocean)

[edit] Output

• Create output tab with list of output headings
• Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
• List of headings:
  • CT# with link ->defaulted on the combo box
  • Customer References# (GenTab C.Customer Ref)
  • Transport Modes (GenTab F. Mode of Transport:)
  • Shippers (GenTab 2.Shipper) ->defaulted on the combo box
  • Consignees (GenTab 3.Consignee) ->defaulted on the combo box
  • Origin Countries (GenTab 11. Origin country) ->defaulted on the combo box
  • Destination Countries (GenTab 12. Destination country) ->defaulted on the combo box
  • Estimated Picked Up Date
  • Actual Picked Up Date
  • Estimated Departure Date ->defaulted on the combo box
  • Actual Departure Date
  • Estimate Arrival Date
    • Exp Tab, Destination Terminal ETA
  • Actual Arrival Date
    • Exp Tab, Destination Terminal ATA
  • Estimated Delivery Date
  • Actual Delivery Date
  • P.O (ContTab Table A.)
  • SKU (ContTab Table A.)
  • Quantity (ContTab Table A.)
  • Item Description (ContTab Table A.)
  • Ttl # of plts (ContTab Table A.)
  • Ttl pkgs on pkgs (ContTab Table A.)
  • Loose pkgs (ContTab Table A.)
  • Ttl G kg (ContTab Table A.)
  • Custom fields (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
  • Total CBM (ContTab Table B.)
  • Invoice Generated [Y/N]->defaulted on the combo box

Note: for example, If region "North America" and Invoice is issued by Jaguar NY, then this field shows YES. (origin region billing)

[edit] SOW 1

Mantis: 3272: (Past Due) include “port dates” in the current “past due arrival / past due departure” reports

[edit] Problem

• MOT = OCEAN, Impending Reports (arrival/departure) do currently not provide visibility to departure / arrival for both the Terminal and Port (currently only the ‘terminal’ is considered as a criteria for the Impending reports.

Core requirements

• Impending Reports need to provide visibility to BOTH set of dates: Terminal AND Port (when those 2 locations have different values).
  This addition of “Port” as a criteria (when different than “Terminal”) applies to BOTH Impending Arrival and Departure.

[edit] Glossary

• Terminal = Origin Terminal
• Port = Port Of Loading
• ETD = Estimated Time of Departure (a.k.a Estimated Departure Date)
• ATD = Actual Time of Departure (a.k.a Actual Departure Date)

[edit] Solution

The solution suggested by Marc is to add separate tab for shipments which have different "Terminal" and "Port" only.

• For Impending Departures report we should use and compare "Origin Terminal" and "Port Of Loading".
• Suggested name of that tab is "Ocean Port Dates". This is the last tab on spreadsheet.

[edit] Date Criteria

(

ExpTab. Port Of Loading ETD is “yesterday, or earlier than yesterday”

OR

ExpTab. Port Of Loading ETD is “today + X days”

)

AND ExpTab. Port Of Loading ATD is empty

NOTE: X days are from today up to 7 days maximum.

[edit] Output Fields

To provide visibility to BOTH set of dates (Terminal and Port) Impending Departures report should always show the following dates on "Ocean Port Dates" tab:

• Terminal ETD (ExpTab.Origin Terminal ETD)
• Terminal ATD (ExpTab.Origin Terminal ATD)
• Port ETD (ExpTab.Port Of Loading ETD)
• Port ATD (ExpTab.Port Of Loading ATD)

instead of Terminal Departures Dates only (selected or not).