ASN 20 ph3 (part2)

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==== Core Requirements ====
==== Core Requirements ====
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* Create ASN records from EDI feed  
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* Create ASN records from EDI feed:
 +
:* Elizabeth Ardend sends EDI 211 with related info
 +
:* Cybertrax handles EDI 211 and creates new ASN based on received info
==== Solution ====
==== Solution ====

Revision as of 14:45, 17 July 2014


Contents

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 (mantises 4505, 4524).
  • 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).
  • Adding of Expedited Comment can be set as mandatory field for processing the Expedited request.
  • This implemented as ASN Portal option with "Expedited Comments Mandatory" checkbox in General tab of the Portal Admin section.
  • Expedited Email notification should be sent to:
  • Shipper who created an expedited ASN.
  • Planner who expedited ASN.
  • ASN Portal Team (to be defined).
  • Subject of notification e-mail: CT XXXXXX has been EXPEDITED.
  • Body of notification message:
Dear <Recipient Name>,
The following shipment has been EXPEDITED by <Expedited Planner's Name>.
Reason Code: <Text of Expedited Code>, example - Component Supplier Delay.
Original Cargo Due Date: DD-MMM-CCYY (show if not empty).
Revised Cargo Due Date: DD-MMM-CCYY (show if not empty).
Comment: <Text of Expedited Comment>.
  • 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.
  • Labels: Expedited Code, Expedited Comment.
  • Volume KPI reflects Expedites count (same as CT count):
  • Move Expedite tab from transportation to ASN portal attribute.
  • Current path: "Main Menu - Admin - ASN - Expedited Codes".
  • 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 User Profiles 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".


SOW 22 Allow OPS to edit MOT for ASN approved shipments to all internal users

mantis: 4508 (phase: QA, status: closed)

Core Requirements

  • Allow Jaguar operator to make some change for MOT of ASN approved shipment from Internal Application.
  • The feature should be control per Portal and allow all roles.

Solution

  • Ability to change Transport Mode for ASN approved shipments by Jaguar Ops can be allowed from ASN Portal Admin section.
  • This managed on "General" tab with using "Allow change MOT after shipment is approved" checkbox.
  • When MOT changed in Internal Application it should be updated in ASN by the following rules:
  • if CT2 MOT = {AIR, Trucking-Air} then ASN Transport Mode is "Air".
  • if CT2 MOT = {Ocean-LCL, Client Consolidation} then ASN Transport Mode is "Ocean LCL".
  • if CT2 MOT = {Ocean-FCL MBL/AW, Trucking-Ocean} then ASN Transport Mode is "Ocean FCL".
  • if CT2 MOT = {UNDEFINED} then ASN Transport Mode is "Undefined".
  • NOTE: MOT = Trucking-Domestic is unavailable for change and cannot be set for any ASN approved CT.


SOW 23 Log in ASN the actions for MOT changes by Ops from CT2

mantis: 4520 (phase: QA, status: closed)

Core Requirements

  • Add action for MOT changed from operator in CT2 to "H" on ASN portal
  • Also on communication tab
  • For all ASN records

Solution

  • Once Jaguar Operator (in Internal App) changed Transport Mode in the shipment approved from ASN, this action should be reflected in ASN history log.
  • System shows "Transport Mode changed to MOT XXX" message in:
  • Comment column of "Authorization Status History" window (click "H" in Gen tab of ASN View form).
  • Other columns: Status - Approved, Last Update - time stamp of action, Updated By - System.
  • Communication Log in Com tab of ASN View form.
  • To: Default e-mail. From: system environment e-mail, f.e.cybertrax_kuchma@jaguarfreight.com.


SOW 24 Remove restriction to add commodity lines for ASN records in Internal App

mantis: 4481 (phase: QA, status: closed)

Core Requirements

  • Remove ASN1 constraint ("This table can't have more then one commodity item!") to add commodity lines for ASN records in internal app, for CT records created with enabled in a portal/MOT option "Multiple Commodity Items".

Solution

  • Option "Multiple Commodity Items" is managed from Transport Mode rule of ASN Portal Admin section (Transport Modes tab).
  • If this feature is turned-on for a MOT then:
  • ASN record created in the Portal with this MOT can have multiple commodity lines.
  • After transmitting this ASN to CT2 it will not have constraint for adding new commodity.
  • If this feature is turned-off for a MOT then:
  • ASN record created in the Portal with this MOT will be splitted to several ASNs having only ONE commodity line.
  • After transmitting any of these ASNs to CT2 it will be subject of ASN1 constraint for adding new commodity.


SOW 25 Pending Air Approval Filter

mantis: 4535 (phase: QA, status: new)

Core Requirements

  • Provide filtering the ASNs that are pending for Air Approval process.
  • Show counter of pending records.

Solution

  • Filtering is provided with new button on the control panel of Shipment List in ASN Portal.
  • Button becomes visible in ASN Planner UI if at least one ASN record is pending for Air approval.
  • Label of button is "Pending Air Approval count: N", where N is count of pending ASN records.
  • Clicking on the button filters Air Approval pending records in ASN Shipment List.
  • If pending ASNs are filtered the button label becomes bold Orange and changes to "Only Pending Air Approval shown: N".
  • Next clicking clears the filter and changes label and counter back to the non-filtered values.


SOW 26 Dashboard --> Pre-Approved for AIR, pending Final Air Approval

mantis: 4536 (phase: Stg, status: completed)

Core Requirements

  • Type of report/additional filter.

Solution

  • "Pending Air Approval" report type implemented as option in scheduled ASN report.


SOW 27 Hide Piece price, total value fields and remove the validation

mantis: 4541 (phase: Stg, status: passed UAT)

Core Requirements

  • Hide "Piece price" and "total value" fields
  • Remove the validation (no longer need)

Solution

  • The special "per-Portal" option implemented to provide ability to show or hide the specified fields in ASN editor.


SOW 28 Make the “shipper company” that created the ASN a ASN property

mantis: 4609 (phase: Dev, status: new)

Core Requirements

  • This is needed to provide visibility of ASN for Shipper Users linked to the Shipper Company that created the ASN in case if/when a shipper gets corrected in CT2.

Solution

  • New ASN property named "Supplier".
  • "Supplier" is a Shipper Company linked to a Shipper User who created an ASN record.
  • "Supplier" is read-only ASN field
  • "Supplier" should be displayed as text label on Gen tab of Internal App


SOW 29 Auto-populate some fields based on POIB selection

mantis: 4614 (phase: Dev, status: new)

Core Requirements

  • Ship to location is to be used as “delivery location” on import tab
  • Consignee link to “POIB” needs to be created and Consignee field will auto-populate based on POIB selection
  • Optional: Customs broker linked to POIB as well

Solution

NOTE: This feature is related to AIR/OCEAN ASNs only.

Where

  • “PO Issued by Company” (POIB) section of “ASN Portal” admin should be linked to the following CT2 fields:
  • “Consignee” (Consignee (T2)) (on Gen Tab)
  • “Customs Broker” (Customs Broker (V4)) (on Imp Tab)
  • ”Delivery Address” (Import Delivery Location) (T7) (on Imp Tab), but only if POIB has Consignee link.

What

  • Provide an option to turn on/off an ability to set the links of CT2 fields to this POIB for auto-population
  • Auto-populate these fields when ASN is approved:
  • “Consignee”, “Customs Broker” with values linked to “POIB” (assigned in POIB admin section)
  • “Delivery Address” with "Ship to Location" of approved ASN

How

  • If POIB has a link to Consignee:
  • "Ship to Location" populates "Imp Tab. Delivery Address (T7)" only
  • "Gen Tab. Consignee (T2)" is populated by POIB link to consignee value
  • IF POIB has NO link to consignee, current rule remains unchanged - see SOW 10 (mapping for "Ship To Location" in Air/Ocean records)
  • If POIB has a link to customs broker:
  • When ASN is approved, "Imp Tab. Customs Broker (V4)" is auto-populated by POIB link


SOW 30 EDI: 211 file

mantis: 4564 (phase: Dev, status: new)

Core Requirements

  • Create ASN records from EDI feed:
  • Elizabeth Ardend sends EDI 211 with related info
  • Cybertrax handles EDI 211 and creates new ASN based on received info

Solution

  • X12 EDI Transaction Set 211: Motor Carrier Bill of Lading.
  • We agreed to use Electronic Data Interchange X12 Standards reflecting Version 004 Release 010 (004010), dated December 1997.
  • Structure of EDI message
  • Header Segments
  • ISA - (GS - (ST - SE) - GE) - IEA
  • Detail Segments
  • ST (Transaction Header)
  • Header Segments - Detail Segments - Summary Segments
  • SE (Transaction Trailer)
  • Business cases of EDI 211
  • Only One Pick-up Location
  • NOTE: Some examples are attached to mantis.
  • Mapping EDI 211 to ASN
  • ...

See also

Retrieved from "https://wiki.jaguarfreight.com/ASN_20_ph3_(part2)"
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