Past Due Report
From UG
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== Business Needs and Requirements == | == Business Needs and Requirements == | ||
Revision as of 22:50, 22 November 2009
Contents |
Business Needs and Requirements
This report is used for identifying shipments for incomplete arrival/departure date report. This report will help user to know what shipments are not completed arrived/departed, so that user can update it.
Intro
- Generic meaning: System tells a client that the shipment SHOULD have arrived/departed yesterday or earlier, but there is no "Actual arrival/Departure Date" in the system(empty). Update is needed.
- This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied scheduled filters
- Departure Past Due
- Date Criteria: Estimated Departure Date is "yesterday or older" and Actual Departure Date is empty
- Mode:
- Ocean
- Air
- Truck
- Arrival Past Due
- Date Criteria: Estimated Arrival Date is "yesterday or older" and Actual Arrival Date is empty
- Mode:
- Ocean
- Air
- Truck
- Departure Past Due
- These can be scheduled, daily, every other day, weekly etc.
- Report is a "re-occurring" report (shipments that are past due will occur on the report everyday until Actual arrival/Departure Dates are set!
- Report show Report info, date time stamp and how many records are found (number) on the excel spreadsheet
For Example:
Incomplete Date Report
Time Date Stamp
(number) (Arrivals/Departure) into (destination country) by (mode) have gone past their estimated (arrival/departure) date without having an actual (arrival/departure) date
Filters
- Client Companies (E0 Client)
- Shippers:
- Consignees:
- Origin Countries:
- Destination Countries:
- Origin Regions:
- Destination Regions:
- Transport Modes:
- Client Mode (GenTab 13)
- Export pick up trucker (GenTab 8)
- Delivery Trucker:(v3)(ImpTab 4)
- Customer broker(ImpTab 9)
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 ->defaulted on the combo box/ Depart for Truck
- Actual Picked Up Date
- Estimated Departure Date ->defaulted on the combo box/ Depart for Ocean and Air
- Actual Departure Date
- Estimate Arrival Date ->defaulted on the combo box/ Arrival for Ocean and Air
- Actual Arrival Date
- Estimated Delivery Date ->defaulted on the combo box/ Arrival for Truck
- 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.)
- Last Comment entry (ComTab>most recent comment)
