Missing Vendor Invoices

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(Created page with 'Category:AccReps == Info == * parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567 '''Scope:''' This covers this one report: "Missing Vendor Invoices". =…')
(→Business requirements)
 
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* parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567
* parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567
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-
'''Scope:''' 
 
-
 
-
This covers this one report: "Missing Vendor Invoices".
 
== Spec ==
== Spec ==
Line 13: Line 9:
=== Intro ===
=== Intro ===
-
'''Vendor:'''
+
'''Vendor''': Company that provided some service and issued Purchase invoice.
-
: Company that issued invoice as defined in ''Admin > Address Book > Vendors''
+
* CT2 Vendors are defined in ''Admin > Address Book > Vendors''
 +
* In every CT some "Vendors" are identified by Jaguar OPS and 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 needs to show CT's:
 +
:* for which a vendor is listed in the shipment<br/>AND
 +
:* NO purchase invoice is listed in the P&L tab for this vendor
 +
* NOTE. In 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.
 +
* NOTE 2. Additional relationship between Carriers (Airline/Steamshipline) and Vendors tables needs to be set.
 +
:* Vendors admin in Addressbook should provide an ability to define "many-to-many" relationship model.
 +
:* Report should validate all possible cases when generating result.
=== Conditions ===
=== 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.
+
There are no Hard coded or Hidden conditions (???) for this report which means that system will pull ALL CTs that satisfy conditions in filters.
=== Filters ===
=== Filters ===
-
* Portal
+
* Office
-
* Time frame
+
* Time frame (???)
-
=== Output settings ===
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=== Output ===
-
* Results of the report are displayed as table in HTML form with ability to download it to XLS spreadsheet.
+
* 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.
* Spreadsheet version of this report has all the columns found on HTML.
==== Columns ====
==== Columns ====
-
* '''Column Title''' - Column description/mapping
+
* '''CT #'''
 +
* '''Client Name'''
 +
* '''Mode'''
 +
* '''Origin Country'''
 +
* '''Destination Country'''
 +
* '''Vendor (or Carrier)'''
-
'''Examples''':
+
=== Examples ===
-
[[File:HTML_example.PNG | 600px]]
+
:[[File:HTML_example.PNG | 600px]]
-
[[File:Spreadsheet_example.PNG | 600px]]
+
:[[File:Spreadsheet_example.PNG | 600px]]
== SOWs ==
== SOWs ==
=== SOW 1 ===
=== SOW 1 ===
 +
<hr>
 +
 +
'''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=???? '''????'''] (''phase:'' ??, ''status:'' ??)
 +
 +
==== Core Requirements ====
 +
* .
 +
 +
==== Solution ====
 +
[[TBD]]
 +
 +
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'''mantis number: mantis summary'''
+
<hr>

Current revision as of 14:08, 13 May 2014


Contents

[edit] Info

[edit] Spec

[edit] Intro

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

  • CT2 Vendors are defined in Admin > Address Book > Vendors
  • In every CT some "Vendors" are identified by Jaguar OPS and 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)

[edit] Business requirements

  • Report needs to show CT's:
  • for which a vendor is listed in the shipment
    AND
  • NO purchase invoice is listed in the P&L tab for this vendor
  • NOTE. In 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.
  • NOTE 2. Additional relationship between Carriers (Airline/Steamshipline) and Vendors tables needs to be set.
  • Vendors admin in Addressbook should provide an ability to define "many-to-many" relationship model.
  • Report should validate all possible cases when generating result.

[edit] Conditions

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

[edit] Filters

  • Office
  • Time frame (???)

[edit] 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.

[edit] Columns

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

[edit] Examples

File:HTML example.PNG
File:Spreadsheet example.PNG

[edit] SOWs

[edit] SOW 1

mantis: ???? (phase: ??, status: ??)

[edit] Core Requirements

  • .

[edit] Solution

TBD


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