Missing Vendor Invoices
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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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== Spec == | == Spec == | ||
Line 13: | Line 9: | ||
=== Intro === | === Intro === | ||
- | '''Vendor | + | '''Vendor''': Company that provided some service and issued Purchase invoice. |
- | : Company that issued 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) | ||
+ | |||
+ | === 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 | + | 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 === | ||
- | * | + | * Office |
- | * Time frame | + | * Time frame (???) |
- | === Output | + | === Output === |
- | * Results of the report are displayed as | + | * 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 ==== | ||
- | * ''' | + | * '''CT #''' |
+ | * '''Client Name''' | ||
+ | * '''Mode''' | ||
+ | * '''Origin Country''' | ||
+ | * '''Destination Country''' | ||
+ | * '''Vendor (or Carrier)''' | ||
- | + | === Examples === | |
- | [[File:HTML_example.PNG | 600px]] | + | :[[File:HTML_example.PNG | 600px]] |
- | [[File:Spreadsheet_example.PNG | 600px]] | + | :[[File:Spreadsheet_example.PNG | 600px]] |
== SOWs == | == SOWs == |
Current revision as of 14:08, 13 May 2014
Contents |
[edit] Info
- parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567
[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
- for which a vendor is listed in the shipment
- 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
[edit] SOWs
[edit] SOW 1
mantis: ???? (phase: ??, status: ??)
[edit] Core Requirements
- .
[edit] Solution