Impending Arrivals Report

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Revision as of 20:27, 23 February 2012 (edit) Andrei (Talk | contribs) (→Implementation actions (for each tab OCEAN)) ← Older edit		Current revision as of 17:31, 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 ===
-	* '''ETD''' = Estimated Time of Departure ''(a.k.a Estimated Departure Date)''	+	* '''Terminal''' = Destination Terminal
-	* '''ATD''' = Actual Time of Departure ''(a.k.a Actual Departure Date)''	+	* '''Port''' = Port Of Discharge
	* '''ETA''' = Estimated Time of Arrival ''(a.k.a Estimated Arrival Date)''		* '''ETA''' = Estimated Time of Arrival ''(a.k.a Estimated Arrival Date)''
	* '''ATA''' = Actual Time of Arrival ''(a.k.a Actual Arrival Date)''		* '''ATA''' = Actual Time of Arrival ''(a.k.a Actual Arrival Date)''
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	=== 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: Destination terminal estimated date cannot be earlier than Port of discharge estimated date.''	+	* For ''Impending Arrivals'' report we should use and compare "Destination Terminal" and "Port Of Discharge".
		+	* 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 Discharge ETA and Port of Discharge ATA in addition to Destination Terminal ETA and Destination Terminal ATA.	+	(
		+	: ExpTab. Port Of Discharge ETA is “yesterday, or earlier than yesterday”
		+	: OR
		+	: ExpTab. Port Of Discharge ETA is “today + X days”
		+	)
		+	: AND ExpTab. Port Of Discharge ATA is empty
-	If at least one pair of dates ETA-ATA in CT will comply with condition of Date Criteria then shipment should be added to report.	+	NOTE: X days are from today up to 15 days maximum.
-	==== Implementation actions (for each tab OCEAN) ====	+	==== Output Fields ====
-	We should use following Date Criteria for:	+	To provide visibility to BOTH set of dates (Terminal and Port) ''Impending Arrivals'' report should always show the following dates on "Ocean Port Dates" tab:
		+	* Port ETA ''(ExpTab.Port Of Discharge ETA)''
		+	* Port ATA ''(ExpTab.Port Of Discharge ATA)''
		+	* Terminal ETA ''(ExpTab.Destination Terminal ETA)''
		+	* Terminal ATA ''(ExpTab.Destination Terminal ATA)''
-	'''Suspected Overdue Tab'''	+	instead of Terminal Arrivals Dates only (selected or not).
-	* ExpTab. Port Of Discharge ETA is “yesterday, or earlier than yesterday” AND ExpTab. Port Of Discharge ATA is empty	+
-	* OR	+
-	* ExpTab. Destination Terminal ETA is “yesterday, or earlier than yesterday” AND ExpTab. Destination Terminal ATA is empty	+
-		+
-	'''Today Tab'''	+
-		+
-	* ExpTab. Port Of Discharge ETA is “today” AND ExpTab. Port Of Discharge ATA is empty	+
-	* OR	+
-	* ExpTab. Destination Terminal ETA is “today” AND ExpTab. Destination Terminal ATA is empty	+
-		+
-	'''Tomorrow (1 day) Tab'''	+
-		+
-	* ExpTab. Port Of Discharge ETA is “tomorrow (today + 1 day)” AND ExpTab. Port Of Discharge ATA is empty	+
-	* OR	+
-	* ExpTab. Destination Terminal ETA is “tomorrow (today + 1 day)” AND ExpTab. Destination Terminal ATA is empty	+
-		+
-	'''X days Tab'''	+
-		+
-	* ExpTab. Port Of Discharge ETA is “today + X days” AND ExpTab. Port Of Discharge ATA is empty	+
-	* OR	+
-	* ExpTab. Destination Terminal ETA is “today + X days” AND ExpTab. Destination Terminal ATA is empty	+

---

Current revision as of 17:31, 12 March 2012

Contents 1 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] Mantis

1596

[edit] Business Needs and Requirements

This report is used for identifying suspected overdue shipments arrivals and estimated Impending arrival today, tomorrow, until xx days from today to 15 days maximum for Air and Ocean. This report will help user to know what shipments are past due and also estimated arrival today and future after today for 15 days.

impending - about to happen, on the horizon, in the pipeline

[edit] Intro

• Generic meaning: There are list of Shipments that "Arrival past Due", and list of "Arrival impending shipments" today, tomorrow, the next day until 15 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 arrival in the past/actual arrival date is empty"
    • Estimated arrival date is today, tomorrow, until XX days from today to 15 days maximum
  • Mode: Air and Ocean
• These can be scheduled, daily, every other day, weekly etc.
• Report is a "re-occurring" report (Over due Arrivals shipment will occur on the every report until Actual Arrival Dates are set!, and impending shipments that are estimated to arrive today, tomorrow, until XX days from today to 15 days maximum
• Report show Report info by sections on the excel spreadsheet: (these can be separated by tab)
  • Suspected overdue shipment arrivals
  • Impending shipment arrivals today
  • Impending shipment in one days
  • Impending shipment in two days
  • etc...until fifteen days

[edit] Detailed spec for each tab AIR

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

[edit] Suspected Overdue Tab

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

[edit] Today Tab

• ExpTab. Airport Of Destination ETA is “today”

[edit] Tomorrow (1 day) Tab

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

[edit] X days Tab

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

[edit] Today Tab

• ExpTab. Destination Terminal ETA is “today”

[edit] Tomorrow (1 day) Tab

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

[edit] X days Tab

• ExpTab. Destination 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
  • Actual Departure Date
  • Estimate Arrival Date ->defaulted on the combo box
    • 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.)
  • Arrival Notice Generated [Y/N] (this field look for whether there is a generated Arrival Notice (Docs>shipment Report Table> Arrival Notice) ->defaulted on the combo box
  • Invoice Generated By "Destination region office" only [Y/N](Inv Tab) ->defaulted on the combo box

Note: for example, if region "North America" and invoice is issued by Jaguar NY, then this field is YES. (Destination region office)

[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 = Destination Terminal
• Port = Port Of Discharge
• ETA = Estimated Time of Arrival (a.k.a Estimated Arrival Date)
• ATA = Actual Time of Arrival (a.k.a Actual Arrival Date)

[edit] Solution

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

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

[edit] Date Criteria

(

ExpTab. Port Of Discharge ETA is “yesterday, or earlier than yesterday”

OR

ExpTab. Port Of Discharge ETA is “today + X days”

)

AND ExpTab. Port Of Discharge ATA is empty

NOTE: X days are from today up to 15 days maximum.

[edit] Output Fields

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

• Port ETA (ExpTab.Port Of Discharge ETA)
• Port ATA (ExpTab.Port Of Discharge ATA)
• Terminal ETA (ExpTab.Destination Terminal ETA)
• Terminal ATA (ExpTab.Destination Terminal ATA)

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