POEM: SOWs

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Current revision as of 21:54, 10 July 2012

[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
1	06/08/12	Simon	Move "pending" PO status from Closed tab to Open Tab in PO List	PO List
2	06/08/12	Simon	Move Open QTY Field, one spot to the right. So order should be (from left to right) - SKU, Item Description, Total QTY, Shipped QTY, Open QTY	PO Editor - Contents Tab
3	06/08/12	Simon	SKU 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
4	06/08/12	Simon/Marc	Download 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
5	06/08/12	Simon/Marc	"Cargo Due" field should not be editable in PO Editor	PO Editor - All Tabs
6	06/12/12	Simon/Marc	Remove "cancel" button from PO List screen. As this would essential serve no purpose since this is the first screen.	PO List
7	06/12/12	Marc	Remove "Regulatory ID" from PO as this is not a real ID. It is just a placeholder for various IDs	PO Editor & Objects
8	06/12/12	Marc	Added HAZ data delements into SKU Management	SKU Editor
9	06/14/12	Perry	For HAZ SKUs, the description for both Ocean & Air should be different	SKU Editor

[edit] Issues Log

ID	Date Registered	Module	Issue Description	Assigned to	Status	Date Resolved
1	06/15/12	PO Editor	PO Editor - SKU tab. "std SKU" field should actually read "std QTY"	Misha	Open

[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 Orders	Review/Update Purchase Orders
	Update Purchase Order Dates
	Send System Generated Notification(s)

Fulfill Purchase Orders	Fulfill FULL Purchase Orders
	Fulfill Partial Purchase Orders
	Update Purchase Orders
	Expire Purcahse Orders
	Create ASNs
	Send System Generated Notification(s)

Communication Center	Send System Generated Notification(s)

Shipping Documents	Generate Shipping Document(s)
	Generate Shipping Labels
	Generate Pro-Forma Regulatory Documents
	Generate Packing Lists
	Preview Documents
	Save Documents
	Print Documents

Reporting	Download to Excel

SKU Management	Add/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.

[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.

[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

@@ Line 140: / Line 140: @@
 Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616
-[[File:POEM MockUps Supplier OpenTab.jpg |1400px]]
+[[File:POEM MockUps Supplier OpenTab.jpg |1150px]]
-[[File:POEM MockUps Supplier ClosedTab.jpg|1400px]]
+[[File:POEM MockUps Supplier ClosedTab.jpg|1000px]]
-[[File:POEM MockUps Supplier CancelledTab.jpg|1400px]]
+[[File:POEM MockUps Supplier CancelledTab.jpg|1000px]]
-[[File:POEM MockUps Supplier ArchivedTab.jpg|1400px]]
+[[File:POEM MockUps Supplier ArchivedTab.jpg|1000px]]
 ==== Purchase Order Editor Mockups ====
@@ Line 165: / Line 165: @@
 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]]
@@ Line 427: / Line 429: @@
 ===== Doccument Center Group Pop-up =====
 [[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.
@@ Line 432: / Line 435: @@
 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]]
 ===== 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]]
@@ Line 449: / Line 486: @@
 * 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 ]]