Missing Vendor Invoices

From UG

Revision as of 12:26, 13 May 2014

Info

• parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567

Spec

Intro

Vendor: Company that provided some service and issued Purchase invoice.

• CT2 Vendors are defined in Admin > Address Book > Vendors
• Vendors in CT2 shipment mapped to:

• Gen tab. 8. Export Pick-up Trucker (V3) (all MOT)
• Exp tab. 4.Airline:(V1) (MOT=AIR)
• Exp tab. 5.Co-Loaders-Air:(V6) (MOT=AIR)
• Exp tab. 4.Steamshipline:(V2) (MOT=OCEAN)
• Exp tab. 5.Co-Loaders-Ocean:(V5) (MOT=OCEAN)
• Imp tab. Customs Broker:(V4) (MOT=AIR/OCEAN)
• Imp tab. Delivery Trucker:(V3) (MOT=AIR/OCEAN)
• Imp tab. 8. Cargo Location(V7) (MOT=OCEAN)

Business requirements

• Report that shows CT's for which a vendor is listed in the shipment
  AND
• for which NO purchase invoice is listed in the P&L tab
• NOTE. On Exp tab:

• If "5.Co-Loaders-Air:(V6)" is completed then "4.Airline:(V1)" should be ignored.
• If "5.Co-Loaders-Ocean:(V5)" is completed then "4.Steamshipline:(V2)" should be ignored.

Conditions

There are no Hard coded or Hidden conditions (???) for this report which means that system will pull ALL invoices that satisfy conditions you set by filters.

Filters

• Office
• Time frame

Output

• Results of the report are displayed as HTML table which can be downloaded as XLS spreadsheet.
• Spreadsheet version of this report has all the columns found on HTML.

Columns

* Column Title - Column description/mapping

• CT #
• Client Name
• Mode
• Origin Country
• Destination Country
• Vendor (or Carrier)

Examples

File:HTML example.PNG

File:Spreadsheet example.PNG

SOWs

SOW 1

mantis: ???? (phase: ??, status: ??)

Core Requirements

• .

Solution

TBD