POEM: SOWs

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Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616
Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616
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[[File:POEM MockUps Supplier OpenTab.jpg |1400px]]
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[[File:POEM MockUps Supplier OpenTab.jpg |1150px]]
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[[File:POEM MockUps Supplier ClosedTab.jpg|1400px]]
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[[File:POEM MockUps Supplier ClosedTab.jpg|1000px]]
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[[File:POEM MockUps Supplier CancelledTab.jpg|1400px]]
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[[File:POEM MockUps Supplier CancelledTab.jpg|1000px]]
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[[File:POEM MockUps Supplier ArchivedTab.jpg|1400px]]
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[[File:POEM MockUps Supplier ArchivedTab.jpg|1000px]]
==== Purchase Order Editor Mockups ====
==== Purchase Order Editor Mockups ====
Line 165: Line 165:
Mantis 3615: http://ct.jaguarfreight.com/mantis/view.php?id=3615
Mantis 3615: http://ct.jaguarfreight.com/mantis/view.php?id=3615
 +
 +
* NOTE: Should be able to leverage current SKU2Planner mapping feature and tack on additional requirements [http://ct.jaguarfreight.com/wiki/Cybertrax_2.1_Client_%28requirements%29#SKU_to_Planner_Mapping_Feature SKU to Planner] to import SKU information.
[[File:POEM SKU Editor.jpg | 900px]]
[[File:POEM SKU Editor.jpg | 900px]]
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==== Download to Excel ====
==== Download to Excel ====
-
Download to Excel feature should behave somewhat like just a data dump. If the tab is filtered, then it should download all filtered results. If not filtered, then it should download all data for that tab.  
+
Download to Excel feature should behave exactly like current download to Excel feature.  
-
[[File:Download to Excel.jpg |1400px]]
+
[[File:POEM Download to Excel.jpg |1400px]]
 +
{| {{table}}
 +
| align="center" style="background:#f0f0f0;"|'''POEM Download to Excel Fields'''
 +
|-
 +
| CT#
 +
|-
 +
| P.O.
 +
|-
 +
| Supplier
 +
|-
 +
| Buyer
 +
|-
 +
| PO Created Date
 +
|-
 +
| PO Confirmed Date
 +
|-
 +
| ASN Creation Date
 +
|-
 +
| Due Date
 +
|-
 +
| Earliest Ship Date
 +
|-
 +
| Latest Ship Date
 +
|-
 +
| SKU
 +
|-
 +
| Supplier SKU
 +
|-
 +
| Quantity
 +
|-
 +
| Piece Price
 +
|-
 +
| Total Value
 +
|-
 +
| Item Description
 +
|-
 +
| Ctns
 +
|-
 +
| Plts
 +
|-
 +
| Gross KG
 +
|-
 +
| HTS
 +
|-
 +
| Pick Up Location
 +
|-
 +
| Ship To Location
 +
|-
 +
| Mode of Transport
 +
|-
 +
| Shipper
 +
|-
 +
| P.O. Issued By
 +
|-
 +
| Packaging Information
 +
|-
 +
| Pick Up Instructions
 +
|-
 +
| Commodity Description
 +
|-
 +
| Cargo Available Date
 +
|-
 +
| Cargo Due Date
 +
|-
 +
| Number of Pallets
 +
|-
 +
| Loose Packages
 +
|-
 +
| Total Gross Weight (kg)
 +
|-
 +
| Hazardous
 +
|-
 +
| Stackable
 +
|-
 +
| Pick up Trucker Name
 +
|-
 +
| Estimated Pick up Date
 +
|-
 +
| Actual Pick up Date
 +
|-
 +
| Created By
 +
|-
 +
| Authorization Status
 +
|-
 +
| Last Update Date and Time
 +
|-
 +
| Last Update by
 +
|-
 +
| Mode of Transport
 +
|-
 +
| Created on Date
 +
|-
 +
| Approved on Date
 +
|-
 +
| Approved for Pickup On Date
 +
|-
 +
| Rejected on Date
 +
|-
 +
| Planner's Name
 +
|-
 +
| Supplier
 +
|-
 +
| Delivery Date
 +
|-
 +
| Incoterm
 +
|-
 +
| Importer of Record
 +
|-
 +
| Customs Broker Name
 +
|-
 +
| Ultimate Consignee
 +
|-
 +
| Freight Forwarder
 +
|-
 +
| Manufacturer ID
 +
|-
 +
| Tax ID
 +
|-
 +
| Customs ID
 +
|-
 +
| Supplier Order Confirmation Date
 +
|-
 +
|
 +
|-
 +
| Chargeable Weight
 +
|-
 +
| Departure
 +
|-
 +
| Destination
 +
|-
 +
| Departure Region
 +
|-
 +
| Destination Region
 +
|-
 +
| Notification Date
 +
|-
 +
| Authorization date
 +
|-
 +
| Estimated Departure Date
 +
|-
 +
| Actual Departure Date
 +
|-
 +
| Estimated Arrival Date
 +
|-
 +
| Actual Arrival Date
 +
|-
 +
| Estimated Collection Date
 +
|-
 +
| Actual Collection Date
 +
|-
 +
| Estimated Delivery Date
 +
|-
 +
| Actual Delivery Date
 +
|-
 +
| Vessel Name
 +
|-
 +
| Flight Number
 +
|-
 +
| Container Description
 +
|-
 +
| HAWB#
 +
|-
 +
| Shipping Line
 +
|-
 +
| Arline
 +
|-
 +
| Commodity Item Extra Field 1
 +
|-
 +
| Commodity Item Extra Field 2
 +
|-
 +
| Commodity Item Extra Field 3
 +
|-
 +
| Steamship Bookin #
 +
|-
 +
| Commodity Item Gross Lb
 +
|-
 +
| Pickup Trucker
 +
|-
 +
| Delivery Trucker
 +
|-
 +
| PT Number
 +
|-
 +
| DT Number
 +
|-
 +
| Pickup Location
 +
|-
 +
| Origin City
 +
|-
 +
| Origin State
 +
|-
 +
| Origin ZIP
 +
|-
 +
| Delivery Location
 +
|-
 +
| Destination City
 +
|-
 +
| Destination State
 +
|-
 +
| Destination ZIP
 +
|-
 +
| Load Number
 +
|-
 +
| Pro Number
 +
|-
 +
| Commodity Item Total Value
 +
|-
 +
| Cargo Due Date
 +
|-
 +
| Client Company
 +
|-
 +
| Containers
 +
|-
 +
| Total Pallets
 +
|-
 +
| Total Packages on Pallets
 +
|-
 +
| Total Loose Packages
 +
|-
 +
| Gross Weight (lb)
 +
|-
 +
| Cubic Meters
 +
|-
 +
| Total Value
 +
|-
 +
| Transit Time
 +
|-
 +
| Shipping Term
 +
|-
 +
| GRP#
 +
|-
 +
| Created on Date
 +
|-
 +
| Containers TEU
 +
|-
 +
|
 +
|}
===== Resulting XLS file =====
===== Resulting XLS file =====
-
[[File:Download to Excel XLS.jpg |1400px]]
+
[[File:POEM_Download_to_Excel_XLS.jpg |1000px]]
==== Document Center Mockups ====
==== Document Center Mockups ====
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[[File:POEM DocumentCenter Upload.jpg | 1400px]]
[[File:POEM DocumentCenter Upload.jpg | 1400px]]
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===== Document Center Pro Forma Invoice =====
+
===== Doccument Center Group Pop-up =====
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====== Doccument Center Group Pop-up ======
+
[[File:POEM DocumentCenter GRP Popup.jpg|1400px]]
[[File:POEM DocumentCenter GRP Popup.jpg|1400px]]
-
Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.  
+
 
 +
Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.
 +
 
 +
===== Document Center Pro Forma Invoice =====
 +
 
 +
Pro Forma Invoices: An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.
 +
 
 +
Read more: http://www.businessdictionary.com/definition/pro-forma-invoice.html#ixzz1yLCsq9ZV
 +
 
[[File:POEM DocumentCenter ProForma Invoice.jpg | 1400px]]
[[File:POEM DocumentCenter ProForma Invoice.jpg | 1400px]]
 +
 +
===== Document Center Packing List =====
 +
Packing List: Itemized list of articles usually included in each shipping package, giving the quantity, description, and weight of the contents. Prepared by the shipper and sent to the consignee for accurate tallying of the delivered goods. Also called bill of parcels, packing slip, or unpacking note.
 +
 +
Read more: http://www.businessdictionary.com/definition/packing-list.html#ixzz1yLD09Jvd
 +
 +
[[File:POEM DocumentCenter PackingList.jpg | 1400px]]
 +
 +
===== Document Center Pallet Labels =====
 +
Pallet Labels: Pallet Labels will be Delivery location specific. For SOW1, we will develop a simple template, but going forward, certain delivery locations may request customized labels (which will be a billable expense to the client).
 +
 +
Pallet labels summarize what items are included in each pallet of this specific shipment. Some pallets may contain multiple items, while other pallets may contain just one item.
 +
 +
 +
For example:
 +
 +
Shipment has a total of 3 pallets:
 +
 +
Pallet 1 contains 25 cartons of Glass Bottles
 +
 +
Pallet 1 also contains 25 cartons of Plastic Bottles
 +
 +
Pallet 2 contains only 50 cartons of Glass Bottles
 +
 +
Pallet 3 contains only 50 cartons of Plastic Bottles
 +
 +
 +
In this case, our document center should produce one document (with 3 pages).
 +
 +
Page 1: Summarizes Pallet 1 (25 cartons of glass bottles + 25 bottles of Plastic Bottles
 +
 +
Page 2: Summarizes Pallet 2 (50 cartons of Glass Bottles)
 +
 +
Page 3: Summarizes Pallet 3 (50 cartons of Plastic Bottles)
 +
 +
 +
[[File:POEM DocumentCenter PalletLabels.jpg | 1400px]]
 +
 +
==== System Generated Notifications ====
 +
System should generate an automatic notification to all stakeholders for the following events:
 +
 +
* When Early Ship Date or Late Ship Date is modified
 +
* When PO status changes to PO EXPIRED.
 +
* When PO status changes to IMPENDING. [send notifications daily until status changes]
 +
* When PO status changes to PAST DUE. [send notifications daily until status changes]
 +
* When PO status changes to PO CANCELLED.
 +
 +
=== SOW2 ===
 +
==== Document Mock Ups ====
 +
===== Pro Forma Invoice Mock Up =====
 +
[[File:POEM Document ProForma.jpg | 800px]]
 +
 +
===== Packing List Mock Up =====
 +
 +
[[File:POEM Document PackingList.jpg | 800px ]]

Current revision as of 21:54, 10 July 2012


Contents

[edit] Info

Parent Mantis: http://ct.jaguarfreight.com/mantis/view.php?id=3574

[edit] Project Stakeholders & Roles

  • Simon Kaye - CEO - Project Sponsor
  • Marc Selter - VP - Product Manager
  • Alex Dobrovolsky - Director of Technology - Solutions Architect
  • Denise Guastella - CT2 Support Manager
  • Kostiantyn Ushakov - CEO/CTO Elcosol
  • Perry Lee - CT2 Project Manager
  • <TBD> - Elizabeth Arden Engagement/Relationship Manager
  • <TBD> - Elizabeth Arden Technical Project Manager

[edit] Change Requests

ID Date Registered Change Requester Scope Description Impacted Module
106/08/12SimonMove "pending" PO status from Closed tab to Open Tab in PO ListPO List
206/08/12SimonMove Open QTY Field, one spot to the right. So order should be (from left to right) - SKU, Item Description, Total QTY, Shipped QTY, Open QTYPO Editor - Contents Tab
306/08/12SimonSKU Editor - do not allow users the ability to ADD NEW SKU as this will not be used by end-users. Create a new IMPORT capability for SKUs. SKU Editor
406/08/12Simon/MarcDownload to Excel should basically be "dump" of the data in PO List grid. The users will filter the grid and when they click download to excel, it should just copy the data in the grid into an XLS file. Reporting
506/08/12Simon/Marc"Cargo Due" field should not be editable in PO EditorPO Editor - All Tabs
606/12/12Simon/MarcRemove "cancel" button from PO List screen. As this would essential serve no purpose since this is the first screen.PO List
706/12/12MarcRemove "Regulatory ID" from PO as this is not a real ID. It is just a placeholder for various IDsPO Editor & Objects
806/12/12MarcAdded HAZ data delements into SKU ManagementSKU Editor
906/14/12PerryFor HAZ SKUs, the description for both Ocean & Air should be differentSKU Editor

[edit] Issues Log

ID Date Registered Module Issue Description Assigned to Status Date Resolved
106/15/12PO EditorPO Editor - SKU tab. "std SKU" field should actually read "std QTY"MishaOpen

[edit] SOWs

[edit] SOW 1

We will need to present a prototype of Purchase Order Event Management to Elizabeth Arden. A very simple prototype that addresses main use case(s) should suffice. Note that ERP integration and entitlement management will be out of scope for SOW1. Develop a prototype for a single shipper and single EA company. The goal of this prototype is just to demonstrate core functionality of this module. Even if we have to create a static prototype (ie.. document images, fake workflow) we'll go ahead & do it to deliver a proposal.

[edit] High Level Deliverables for SOW1

  • POEM Management Interface (view/edit/fulfill purchase orders)
  • SKU Management Interfaces (view/edit/import SKU/Items)
  • Document Center (Upload shipping documents, generate shipping/regulatory documents)
  • Auto-populate ASNs (Domestic & International)
  • Automated Notifications
  • Logging of all PO updates

[edit] Use Cases

Refer to GREEN use cases in POEM Specification: http://ct.jaguarfreight.com/wiki/POEM#Business_Requirements

Category Use Case
Review/Update Purchase OrdersReview/Update Purchase Orders
Update Purchase Order Dates
Send System Generated Notification(s)
Fulfill Purchase OrdersFulfill FULL Purchase Orders
Fulfill Partial Purchase Orders
Update Purchase Orders
Expire Purcahse Orders
Create ASNs
Send System Generated Notification(s)
Communication CenterSend System Generated Notification(s)
Shipping DocumentsGenerate Shipping Document(s)
Generate Shipping Labels
Generate Pro-Forma Regulatory Documents
Generate Packing Lists
Preview Documents
Save Documents
Print Documents
ReportingDownload to Excel
SKU ManagementAdd/update/archive SKUs
Update Packaging Data

[edit] Purchase Order List Mockups

Mantis 3612: http://ct.jaguarfreight.com/mantis/view.php?id=3612

Mantis 3613: http://ct.jaguarfreight.com/mantis/view.php?id=3613

Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616

[edit] Purchase Order Editor Mockups

Mantis 3614: http://ct.jaguarfreight.com/mantis/view.php?id=3614

[edit] ASN Submission (from POEM)

[edit] SKU Editor Mockups

Mantis 3615: http://ct.jaguarfreight.com/mantis/view.php?id=3615

  • NOTE: Should be able to leverage current SKU2Planner mapping feature and tack on additional requirements SKU to Planner to import SKU information.

[edit] Download to Excel

Download to Excel feature should behave exactly like current download to Excel feature.

POEM Download to Excel Fields
CT#
P.O.
Supplier
Buyer
PO Created Date
PO Confirmed Date
ASN Creation Date
Due Date
Earliest Ship Date
Latest Ship Date
SKU
Supplier SKU
Quantity
Piece Price
Total Value
Item Description
Ctns
Plts
Gross KG
HTS
Pick Up Location
Ship To Location
Mode of Transport
Shipper
P.O. Issued By
Packaging Information
Pick Up Instructions
Commodity Description
Cargo Available Date
Cargo Due Date
Number of Pallets
Loose Packages
Total Gross Weight (kg)
Hazardous
Stackable
Pick up Trucker Name
Estimated Pick up Date
Actual Pick up Date
Created By
Authorization Status
Last Update Date and Time
Last Update by
Mode of Transport
Created on Date
Approved on Date
Approved for Pickup On Date
Rejected on Date
Planner's Name
Supplier
Delivery Date
Incoterm
Importer of Record
Customs Broker Name
Ultimate Consignee
Freight Forwarder
Manufacturer ID
Tax ID
Customs ID
Supplier Order Confirmation Date
Chargeable Weight
Departure
Destination
Departure Region
Destination Region
Notification Date
Authorization date
Estimated Departure Date
Actual Departure Date
Estimated Arrival Date
Actual Arrival Date
Estimated Collection Date
Actual Collection Date
Estimated Delivery Date
Actual Delivery Date
Vessel Name
Flight Number
Container Description
HAWB#
Shipping Line
Arline
Commodity Item Extra Field 1
Commodity Item Extra Field 2
Commodity Item Extra Field 3
Steamship Bookin #
Commodity Item Gross Lb
Pickup Trucker
Delivery Trucker
PT Number
DT Number
Pickup Location
Origin City
Origin State
Origin ZIP
Delivery Location
Destination City
Destination State
Destination ZIP
Load Number
Pro Number
Commodity Item Total Value
Cargo Due Date
Client Company
Containers
Total Pallets
Total Packages on Pallets
Total Loose Packages
Gross Weight (lb)
Cubic Meters
Total Value
Transit Time
Shipping Term
GRP#
Created on Date
Containers TEU
[edit] Resulting XLS file

[edit] Document Center Mockups

Mantis 3618: http://ct.jaguarfreight.com/mantis/view.php?id=3618

[edit] Document Center PDF Preview

[edit] Document Center Upload Feature

[edit] Doccument Center Group Pop-up

Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.

[edit] Document Center Pro Forma Invoice

Pro Forma Invoices: An abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.

Read more: http://www.businessdictionary.com/definition/pro-forma-invoice.html#ixzz1yLCsq9ZV


[edit] Document Center Packing List

Packing List: Itemized list of articles usually included in each shipping package, giving the quantity, description, and weight of the contents. Prepared by the shipper and sent to the consignee for accurate tallying of the delivered goods. Also called bill of parcels, packing slip, or unpacking note.

Read more: http://www.businessdictionary.com/definition/packing-list.html#ixzz1yLD09Jvd

[edit] Document Center Pallet Labels

Pallet Labels: Pallet Labels will be Delivery location specific. For SOW1, we will develop a simple template, but going forward, certain delivery locations may request customized labels (which will be a billable expense to the client).

Pallet labels summarize what items are included in each pallet of this specific shipment. Some pallets may contain multiple items, while other pallets may contain just one item.


For example:

Shipment has a total of 3 pallets:

Pallet 1 contains 25 cartons of Glass Bottles

Pallet 1 also contains 25 cartons of Plastic Bottles

Pallet 2 contains only 50 cartons of Glass Bottles

Pallet 3 contains only 50 cartons of Plastic Bottles


In this case, our document center should produce one document (with 3 pages).

Page 1: Summarizes Pallet 1 (25 cartons of glass bottles + 25 bottles of Plastic Bottles

Page 2: Summarizes Pallet 2 (50 cartons of Glass Bottles)

Page 3: Summarizes Pallet 3 (50 cartons of Plastic Bottles)


[edit] System Generated Notifications

System should generate an automatic notification to all stakeholders for the following events:

  • When Early Ship Date or Late Ship Date is modified
  • When PO status changes to PO EXPIRED.
  • When PO status changes to IMPENDING. [send notifications daily until status changes]
  • When PO status changes to PAST DUE. [send notifications daily until status changes]
  • When PO status changes to PO CANCELLED.

[edit] SOW2

[edit] Document Mock Ups

[edit] Pro Forma Invoice Mock Up

[edit] Packing List Mock Up

Retrieved from "https://wiki.jaguarfreight.com/POEM:_SOWs"
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