ASN 20 ph3 (part2)

From UG

Revision as of 12:26, 11 April 2014

SOWs

SOW 18 Display Estimated Delivery Date in ASN

mantis: 4327 (phase: SA, status: started)

Core Requirements

• “link” ASNs to an “automated estimated delivery date” in Admin
• display an estimated delivery date in the ASN window when a planner processes an approval.

Solution

TBD

SOW 19 Set and update Origin and Destination Countries automatically for ASN records

mantis: 4349 (phase: SA, status: started)

Core Requirements

• After implementation mantis 4191, there is either a bug or a gap in logic for ASN records, with regards to updating Geb Tab 11 & 12 automatically.

Solution

• Use already implemented logic in the following way - every clicking "Save" should update without any warning:

• "Origin Country" from "Pick up Location" Country.
• "Destination Country" from "Ship to Location" Country.

SOW 20 Enable "Expedite feature" for ASN 2 portal

mantis: 4499 (phase: QA, status: closed)

Core Requirements

• Currently this functionality is working on EA Planner (implemented for ASN 1). We need to enable this for ASN 2 portal.

Business needs

• Restore functionality as it worked for ASN1.
• Additional enabling "Expedite feature" for ASN 2 portal (mantis 4505).
• Show Expedised shipments in Reports (mantis 4504).
• Show Expedised shipments in KPIs (mantis 4501).
• Log Expedited status on COM TAB on ASN 2.0 (mantis 4325).

Solution

In addition to restored functionality implemented in ASN1:

• Expedited Planner (Expeditor) is option of ASN2 Generic Planner User (as for ASN1 EA Planner).
• "Expedited" button is presented in ASN Shipment list and in ASN view window.
• Expeditor has ability to leave the comment in Confirmation window (same as the comment feature on Approve/Hold/Reject window).
• Expedited Email notification should be sent to:

• Shipper who created an expedited ASN.
• Planner who expedited ASN.
• ASN Portal Team (to be defined).

• Expeditor can edit "Cargo Due Date":

• Default is the same date from the approved planner.
• Email notification content has two lines - Original Cargo Due Date and Revised Cargo Due Date.

• Indicate “expedited shipment” with red color:

• Red circle in "Status" column.
• When mouse over show hint with combined text (previous state + expedited info).
• In ASN view window, show "This is an Expedited ASN" red bold label.

• Expedised shipment should be available on report output and filter for Main:

• Report should include Reason Code, Expeditor's Comment, etc.

• Volume KPI reflects Expedites count (same as CT count):

• Move Expedite tab from transportation to ASN portal attribute.
• Add one more tab to the bottom right graph (Expedite) to show bar per reason code.

• Expedited status should be logged on COM Tab on ASN 2.0.

Example:

CT#XXXXXX has been EXPEDITED by <Planner Name>

Expedited Code: <Reason Code>

Original Cargo Due Date: Date in format "DD-MMM-CCYY" or "n/a"

Revised Cargo Due Date: Date in format "DD-MMM-CCYY" or "n/a"

SOW 21 Create an upload list of shippers/planners functionality (script)

mantis: 4525 (phase: Est, status: open)

Core Requirements

• Create an upload list of shippers/planners functionality (script).

Business needs

• Ability to import ASN2 User Profiles into the system from Excel files.

Solution

• Data is prepared in two separated files - Shippers and Planners lists.
• Handling script works with each file, new or modified records can update the Users List in DB

Generic Shipper

• Shippers list provides parameters of User Profiles in the following columns:

• Action - empty for Add new or Modify existing user (not using currently).
• Email - User Email as Identifier, mandatory field.
• First Name, Last Name, Password - Optional, Required for New Shippers only. For existing user are ignored.
• Shipper Company name - Mandatory for new shippers only.

• If specified for existing user - then it will be updated "CompanyName - City [ - Remark]"
• Note: Remark is optional, used if several companies with same Name and City are exists.

• ASN Portal Name - ASN2 Portal that is applied to Shipper
• PO Issued By Name - List of POIB companies of the Portal for current Shipper.
• Air Approval, Cargo Due Date - "Y", "N" or empty for default by ASN Portal
• Transport Mode - List of all transport modes for current Shipper per PO Issued By, on Single Line "Mode [- Submode]"

• * (star) means using all current Portal settings for Shipper

• Approval Mode - optional. If empty then default Approval Mode of ASN Portal is applied.

• Possible values: (auto, single, double)

Generic Planner

• Planners list provides parameters of User Profiles in the following columns:

• Action - empty for Add new or Modify existing user (not using currently).
• Email - User Email as Identifier, mandatory field.
• First Name, Last Name, Password - Optional, Required for New Shippers only. For existing user are ignored.
• ASN Portal Name - ASN2 Portal that is applied to Planner.
• PO Issued By - appropriate "PO Issued By Name" company from applying Portal that is assigned to Planner.
• Regular, Super, Air, View Only - possible Planner parameters per PO Issued By, active are indicated with "X".

See also

• ASN 20 ph3 - first part of SOWs for ASN 2.0