Missing Vendor Invoices

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Current revision as of 14:08, 13 May 2014

[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

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

@@ Line 11: / Line 11: @@
 '''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:
+* 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)
@@ Line 22: / Line 22: @@
 === Business requirements ===
-* Report that shows CT's for which a vendor is listed in the shipment<br/>AND
+* Report needs to show CT's:
-* for which NO purchase invoice is listed in the P&L tab
+:* 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 ===
-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 ===
 * Office
-* Time frame
+* Time frame (???)
-=== Output settings ===
+=== Output ===
 * Results of the report are displayed as HTML table which can be downloaded as XLS spreadsheet.
@@ Line 41: / Line 48: @@
 ==== Columns ====
-''* '''Column Title''' - Column description/mapping''
 * '''CT #'''
 * '''Client Name'''