OS

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'''Mantis parent:''' 4172
'''Mantis parent:''' 4172
-
'''Mantis Category:''' Ocean Status
+
'''Mantis Category:''' proj: OS
'''Wiki category:''' [[:Category:Ocean Status]] - see all related wikis there
'''Wiki category:''' [[:Category:Ocean Status]] - see all related wikis there
-
== Definitions ==
+
== Terminology ==
 +
 
 +
* '''Booking Request (BR)''' (aka 300) - document advising details of cargo and exporter's requirements of its physical movement (Estimated data).
 +
 
 +
* '''Shipping Instructions (SI)''' (aka 304) - same as BR but Actual and more detailed data.
* '''VAN''' - A Value-added Network (VAN) is a hosted service offering that acts as an intermediary between business partners sharing standards based or proprietary data. In the context of this project we use VAN as an intermediary between Jaguar and all carriers for message exchange.
* '''VAN''' - A Value-added Network (VAN) is a hosted service offering that acts as an intermediary between business partners sharing standards based or proprietary data. In the context of this project we use VAN as an intermediary between Jaguar and all carriers for message exchange.
 +
 +
* '''Descartes''' - EDI vendor, VAN
 +
 +
* '''Cargosmart''' - EDI vendor, VAN
* '''GLN''' - '''VAN''' owned by '''Descartes'''
* '''GLN''' - '''VAN''' owned by '''Descartes'''
-
* '''Descartes''' - EDI vendor
+
== Business Analysis ==
-
* '''Cargosmart''' - EDI vendor
+
=== Core Business Need ===
-
== Business Need ==
+
Core need is to automate the following:
-
 
+
-
Core needs is to automate the following:
+
# booking ocean with carrier
# booking ocean with carrier
# sending  Shipping Instructions to carrier
# sending  Shipping Instructions to carrier
# receiving updates from carrier
# receiving updates from carrier
-
 
-
== Business Analysis and Requirements ==
 
=== Current Biz Process ===
=== Current Biz Process ===
-
Currently operators book with and get updates from ocean carriers manually. After that they manually update CT/Master record with the information they received.
+
Currently operators submit BR/SI to ocean carriers through the following options:
-
=== Phases ===
+
* online systems (OOCL, CargoSmart)
 +
* emails, xls
-
Phase one will cover OOCL carrier only.
+
Phone calls used to escalate absence of space.
-
== Solution ==
+
They manually update CT/Master record with the Ocean Status information they received.
-
=== Admin ===
+
There are some specifics across the offices and operators/client companies:
-
Add the following entities into the system manageable through Admin or Property file:
+
* In HK Shipper is required to send BR/SI to Jag so then Jag forwards these docs to Carrier with minor changes
-
* GLN FTP credentials: url, uname, pwd
+
* Some clients make decisions about what cargo to ship in the last moment. In such cases list of CTs in Master rec can be finalized also in the last moment. (HK and Arden in NY)
-
* List of steamshiplines participating: On/Off switch
+
-
* email notification groups
+
-
* ISO container size/types
+
-
* contract number+account bullet to Steamshipline entity (lane specific)
+
-
* commodity customs codes table (HTS)
+
-
=== HTS Feature ===
+
== Solution ==
-
Add this attribute to commodity table (for each line): HTS #
+
=== Phases ===
-
(commodity customs code)
+
-
** UI: combobox? tree?
+
Phase one will cover possibly OOCL carrier only.
-
** list of codes is defined in Admin? or just DB?
+
-
** for ASN recs entered by Shipper possibly
+
-
** remember link btw SKU and HTS
+
-
* http://www.foreign-trade.com/reference/hscode.htm
+
=== Admin ===
-
cases:
+
Add UI Admin for Ocean Status Module.
-
* ASN case when SKU table is uploaded with HTS link to SKU
+
-
* ASN case when no
+
-
* ASN: entered by Shipper, how to automate?  (PO Issued By specific?)
+
-
* non-ASN case, can we remember link btw HTS and SKU as it gets entered so we can do "auto-suggest"?
+
-
=== Master Editor ===
+
See list of controls below:
-
==== Master New Fields ====
+
==== Admin Controls ====
-
Add new fields:
+
===== FTP Credentials =====
-
* Temperature Requirement (if RF containers are requested)
+
? Should we also have a choice of protocol/port or post it as a constant?
-
** numerical from and numerical to
+
-
* Cargo Cut Off Date
+
-
* Documentation Cut Off Date
+
-
* CY open date
+
-
* CY cut-off date
+
-
* MBL Type (original / express)
+
-
* AES (Export Declaration #) ex USA
+
-
* AMS / ACI code
+
-
* Any wood packing material
+
-
==== Master Context Menu ====
+
* '''Address''' (sub-domain name?)
 +
** textbox
 +
** format/min/max TBD
-
Add Booking Request button to initiate [[GLN 300]] message.
+
* '''Login'''
 +
** textbox
 +
** format/min/max TBD
-
==== Master Doc Tab ====
+
* '''Password'''
 +
** textbox
 +
** format/min/max TBD
-
* modify MBL template to accomodate new fields
+
Define above for:
-
* on "generate report" send [[GLN 304]]
+
* test and prod environments (could be different)
 +
* inbound and outbound locations
-
==== Master Comments Tab ====
+
... need to finalize above with Misha/AK/Vlad?
-
Post all events/updates related to all messages here.
+
===== Frequency =====
 +
 +
Frequency (in min) we run Process that sends outgoing messages and checks for incoming
 +
* numerical / min = 1 / max = 1440  [Note: 1440 min = 24 hours]
-
==== Master Validations ====
+
===== Steamshiplines =====
-
* Add required fields for transmissions - exact list TBD.
+
Defines list of carriers that are currently connected for EDI exchange
 +
* multiselect
-
=== Messaging ===
+
==== Connecting through VAN vs connecting directly ====
-
==== Message Transport level ====
+
We are still considering options as far as how integrate:
 +
* option 1) through VAN
 +
* option 2) directly to Steamshiplines
 +
** in this case [[#FTP Credentials]] and [[#Process Frequency]] are defined per Steamshipline
-
FTP protocol will be used on a transport level.
+
==== Admin Misc ====
-
Location of Inbound and Outbound folders TBD.
+
'''Location/name''' of this Admin in CT2 menu:
 +
* Admin > EDI > Ocean EDI
 +
* move all EDIs to Admin > EDI (EUAN/Air Status, D2L, Trendset)
-
FTP credentials are defined in Admin.
+
'''Restrict access''' to this Admin (add an option to user access table)
-
==== All Message Types ====
+
=== Message Transport Level and Scheduled Process ===
-
This is a list of EDI messages being used here to exchange info between Jaguar and Steamshiline through Descartes GLN - see below.
+
==== Message Transport level ====
-
===== Booking Request =====
+
FTP protocol will be used on a transport level.
-
+
-
* see [[Booking Request 300]]
+
-
** The shipper or forwarder can use this transaction set to reserve cargo space.
+
-
** Also used for '''Booking Update''' and '''Booking Cancellation'''
+
-
===== Booking Confirmation =====
+
Location of Inbound and Outbound folders TBD (Vendor speccific).
-
* see [[301 Booking Confirmation]]  
+
FTP credentials are defined in [[#Ocean Status Admin]].
-
** This message is used to confirm the Booking Request (Message 300).
+
-
===== Ocean Shipping Instructions =====
+
==== Message process ====
-
* see [[304 Shipping Instructions]]  
+
One process will send/receive all messages accordingly to [[#Process Frequency]] defined in Admin.
-
** This message supplies the same information as the Shipper's Letter of Instruction. It provides all the information necessary to prepare and distribute a contract of carriage (ocean bill of lading and other shipping documents).
+
-
===== Shipment Status =====
+
=== Messages ===
-
* [[315 Shipment Status]]
+
==== Message Flow ====
-
** This message is used to report status or event details (cargo receipt, departure and arrival) for individual shipments.
+
-
==== Message Exchange Scenarios ====
+
Message Exchange Scenario that covers all message types:
-
===== Example 1 =====
+
  day 1: (Booking Request 300)          JAG -> VAN -> CARRIER
-
 
+
-
  day 1: (Booking Request 300)          JAG -> VAN -> CARRIER
+
  .
  .
  day 1:  (Booking Confirmation 301)    JAG <- VAN <- CARRIER  
  day 1:  (Booking Confirmation 301)    JAG <- VAN <- CARRIER  
 +
.
 +
day 3:  (Booking Update 300)          JAG -> VAN -> CARRIER
 +
.
 +
day 3:  (Booking Confirmation 301)    JAG <- VAN <- CARRIER
  .
  .
-
  day 4: (Shipping Instructions 304)  JAG -> VAN -> CARRIER  
+
  day 10: (Shipping Instructions 304)  JAG -> VAN -> CARRIER  
  .
  .
  day 15: (Shipment Status 315)        JAG <- VAN <- CARRIER
  day 15: (Shipment Status 315)        JAG <- VAN <- CARRIER
  .
  .
  day 35: (Shipment Status 315)        JAG <- VAN <- CARRIER
  day 35: (Shipment Status 315)        JAG <- VAN <- CARRIER
 +
.
 +
Note: VAN is optional
-
===== Example 2 =====
+
Specifics of each message are described in wikis below.
-
[[File:300 and 301 exchange.png|700px]]
+
==== Booking Request ====
 +
 +
See [[EDI 300]]
-
=== Email Notifications ===
+
==== Booking Update and Cancellation ====
-
 
+
-
Notify group defined in Admin when these messages are received:
+
See [[EDI 300]]
-
 
+
-
* Booking Conf 301
+
-
* Status 315
+
-
 
+
-
=== Reports ===
+
-
 
+
-
==== Option 1 ====
+
-
 
+
-
Increment existing List Masters report to enable operator to look at EDI activity for desired group of Masters singled out by applying certain filters such as Steamshipline and Estimated day of Departure or port.
+
-
 
+
-
Add these filters to List Masters:
+
-
 
+
-
* [[MOT]]
+
-
* [[Master#Steamshipline]]
+
-
* [[Master#Origin Terminal Estimated Date]]
+
-
* more filters TBD
+
-
 
+
-
Add these output fields:
+
-
 
+
-
* 300 message Status: yet, sent
+
-
* 301 message Status: confirmed, rejected, conditionally accepted, pending
+
-
* 304 message Status: yet, sent
+
-
* 315 message status: there are 10-20 possible values, show the last received
+
-
* more fields TBD
+
-
 
+
-
==== Option 2 ====
+
-
 
+
-
Dashboard for exceptions (rejected messages, etc).
+
-
 
+
-
Details TBD.
+
-
 
+
-
==== Option 3 ====
+
-
 
+
-
Impending cargo cut off report/dashboard.
+
-
 
+
-
Impending documents cut off report/dashboard
+
-
 
+
-
=== Log ===
+
-
 
+
-
Log all related events.
+
-
 
+
-
Human initiated:
+
-
* send 300
+
-
* send 304
+
-
 
+
-
EDI initiated:
+
-
* received 301
+
-
* received various 315
+
-
 
+
-
=== Access ===
+
-
 
+
-
Restrict access as required.
+
-
 
+
-
== SOWs ==
+
-
 
+
-
=== SOW 1 Implement Admin ===
+
-
 
+
-
'''mantis''': TBD
+
-
 
+
-
'''dev''': AK
+
-
 
+
-
'''spec''': [[#Admin]]
+
-
 
+
-
=== SOW 2 Modify CT and Master Editor ===
+
-
 
+
-
'''mantis''': TBD
+
-
 
+
-
'''dev''': AK
+
-
 
+
-
'''spec''': [[#Master Editor]] and [[#CT Editor]]
+
-
 
+
-
=== SOW 3 Implement All Message Types ===
+
-
 
+
-
'''mantis''': TBD
+
-
 
+
-
'''dev''': Misha
+
-
 
+
-
'''spec''': [[#All Message Types]]
+
-
 
+
-
=== SOW 4 Implement Email Notifications ===
+
-
 
+
-
'''mantis''': TBD
+
-
 
+
-
'''dev''': AK
+
-
 
+
-
'''spec''': [[#Email Notifications]]
+
-
 
+
-
=== SOW 5 Implement Reports ===
+
-
 
+
-
'''mantis''': TBD
+
-
 
+
-
'''dev''': Kostya
+
-
 
+
-
'''spec''': [[#Reports]]
+
-
 
+
-
=== SOW 6 Implement Log ===
+
-
 
+
-
'''mantis''': TBD
+
-
'''dev''': AK
+
==== Booking Confirmation ====
-
'''spec''': [[#Log]]
+
See [[EDI 300]]
-
=== SOW 7 Implement Message Transport level ===
+
==== Ocean Shipping Instructions ====
-
'''mantis''': TBD
+
See [[EDI 304]]
-
'''dev''': AK
+
==== Shipment Status ====
-
'''spec''': [[#Message Transport level]]
+
See [[EDI 315]]

Current revision as of 00:18, 16 November 2013


Contents

[edit] Info

Mantis parent: 4172

Mantis Category: proj: OS

Wiki category: Category:Ocean Status - see all related wikis there

[edit] Terminology

  • Booking Request (BR) (aka 300) - document advising details of cargo and exporter's requirements of its physical movement (Estimated data).
  • Shipping Instructions (SI) (aka 304) - same as BR but Actual and more detailed data.
  • VAN - A Value-added Network (VAN) is a hosted service offering that acts as an intermediary between business partners sharing standards based or proprietary data. In the context of this project we use VAN as an intermediary between Jaguar and all carriers for message exchange.
  • Descartes - EDI vendor, VAN
  • Cargosmart - EDI vendor, VAN
  • GLN - VAN owned by Descartes

[edit] Business Analysis

[edit] Core Business Need

Core need is to automate the following:

  1. booking ocean with carrier
  2. sending Shipping Instructions to carrier
  3. receiving updates from carrier

[edit] Current Biz Process

Currently operators submit BR/SI to ocean carriers through the following options:

  • online systems (OOCL, CargoSmart)
  • emails, xls

Phone calls used to escalate absence of space.

They manually update CT/Master record with the Ocean Status information they received.

There are some specifics across the offices and operators/client companies:

  • In HK Shipper is required to send BR/SI to Jag so then Jag forwards these docs to Carrier with minor changes
  • Some clients make decisions about what cargo to ship in the last moment. In such cases list of CTs in Master rec can be finalized also in the last moment. (HK and Arden in NY)

[edit] Solution

[edit] Phases

Phase one will cover possibly OOCL carrier only.

[edit] Admin

Add UI Admin for Ocean Status Module.

See list of controls below:

[edit] Admin Controls

[edit] FTP Credentials

? Should we also have a choice of protocol/port or post it as a constant?

  • Address (sub-domain name?)
    • textbox
    • format/min/max TBD
  • Login
    • textbox
    • format/min/max TBD
  • Password
    • textbox
    • format/min/max TBD

Define above for:

  • test and prod environments (could be different)
  • inbound and outbound locations

... need to finalize above with Misha/AK/Vlad?

[edit] Frequency

Frequency (in min) we run Process that sends outgoing messages and checks for incoming

  • numerical / min = 1 / max = 1440 [Note: 1440 min = 24 hours]
[edit] Steamshiplines

Defines list of carriers that are currently connected for EDI exchange

  • multiselect

[edit] Connecting through VAN vs connecting directly

We are still considering options as far as how integrate:

[edit] Admin Misc

Location/name of this Admin in CT2 menu:

  • Admin > EDI > Ocean EDI
  • move all EDIs to Admin > EDI (EUAN/Air Status, D2L, Trendset)

Restrict access to this Admin (add an option to user access table)

[edit] Message Transport Level and Scheduled Process

[edit] Message Transport level

FTP protocol will be used on a transport level.

Location of Inbound and Outbound folders TBD (Vendor speccific).

FTP credentials are defined in #Ocean Status Admin.

[edit] Message process

One process will send/receive all messages accordingly to #Process Frequency defined in Admin.

[edit] Messages

[edit] Message Flow

Message Exchange Scenario that covers all message types: 

day 1:  (Booking Request 300)          JAG -> VAN -> CARRIER
.
day 1:  (Booking Confirmation 301)    JAG <- VAN <- CARRIER 
. 
day 3:  (Booking Update 300)          JAG -> VAN -> CARRIER
.
day 3:  (Booking Confirmation 301)    JAG <- VAN <- CARRIER
.
day 10: (Shipping Instructions 304)   JAG -> VAN -> CARRIER 
.
day 15: (Shipment Status 315)         JAG <- VAN <- CARRIER
.
day 35: (Shipment Status 315)         JAG <- VAN <- CARRIER
.
Note: VAN is optional

Specifics of each message are described in wikis below.

[edit] Booking Request

See EDI 300

[edit] Booking Update and Cancellation

See EDI 300

[edit] Booking Confirmation

See EDI 300

[edit] Ocean Shipping Instructions

See EDI 304

[edit] Shipment Status

See EDI 315

Retrieved from "https://wiki.jaguarfreight.com/OS"
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