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Revision as of 02:47, 16 July 2013 (edit) Alex (Talk | contribs) (→Location) ← Older edit		Current revision as of 14:13, 30 March 2015 (edit) (undo) Andrei (Talk | contribs) (→TMS Load Viewer)
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	= Ver 1 =		= Ver 1 =
-	This section was commented out.	+	'''This section was commented out.'''
	<!--		<!--
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	Marc has asked Descartes to correct the TM according to our (and other customers) business needs and to put the CT2 PP concept on hold.  --[[User:Denise|Denise]] 12:01, 9 December 2010 (EST)		Marc has asked Descartes to correct the TM according to our (and other customers) business needs and to put the CT2 PP concept on hold.  --[[User:Denise|Denise]] 12:01, 9 December 2010 (EST)
		+	-
	-->		-->
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	=== Shipment ===		=== Shipment ===
-	Sometimes we use this word to call [[#CT]] or [[#CT Group]].	+	See [[Sh#Shipment]]
	=== Vehicle ===		=== Vehicle ===
Line 477:		Line 478:
	** Address // Location address		** Address // Location address
	** Status // If associated "Actual date" is defined then CT has reached (and possibly passed) this point and status is "actual". Else it is "estimated"		** Status // If associated "Actual date" is defined then CT has reached (and possibly passed) this point and status is "actual". Else it is "estimated"
-	** Arrived // date of arrival to this Location; use Actual date if defined, else use estimated	+	** Arrived // editable // date of arrival to this Location; use Actual date if defined, else use estimated
-	** Departed // date of departure from this Location; use Actual date if defined, else use estimated	+	** Departed // editable // date of departure from this Location; use Actual date if defined, else use estimated
	** Transp Mode // comes from TMS		** Transp Mode // comes from TMS
-	** Carrier // trucker name, comes from TMS	+	** Carrier // editable // trucker name, comes from TMS
-	** Vehicle id // trailer id, comes from TMS	+	** Vehicle id // editable // trailer id, comes from TMS
	** Load# // comes from TMS		** Load# // comes from TMS
-	** Pro number //comes from TMS	+	** Pro number // editable // comes from TMS
	* Mock up:		* Mock up:
Line 534:		Line 535:
	=== Impact on EDI interface ===		=== Impact on EDI interface ===
-	Increment code to capture moves through Pool Point.	+	Change code to capture moves through Pool Point.
	Use '''AddressTypeDesc'''="Pool Point" attribute/value pair of '''ShipToInformation'''.		Use '''AddressTypeDesc'''="Pool Point" attribute/value pair of '''ShipToInformation'''.
-	Update DB.	+	Update DB:
		+	* load numbers
		+	* carriers
		+	* dates
		+
		+	Above comes from:
		+	* load plans
		+	* status messages
		+
		+	Consider most generic test case: "Consolidate with Pooling"number of CTs from different pick up locations to different delivery locations.
		+
		+	Update above should update both Gen Tab and Locations Tab.
		+
		+	==== Pool Point Address ====
		+
		+	Add Pool Point Addresses to Addressbook > Transportation under new category "T14: Pool Points"
		+
		+	When Pool Point info comes from TMS compare with above by full address or by id.
	=== Impact on Notifications ===		=== Impact on Notifications ===
-	Notify client users only if delivered to Delivery Location.	+	Edit current notifications on:
		+	* actual pick up updates from trucker
		+	* actual delivery updates from trucker
-	Do not notify that delivered to Pool Point.	+	Notify users only if:
		+	* picked up from Origin Door
		+	* delivered to Final Delivery Location (Destination Door).
		+
		+	Do not notify when delivered to Pool Point or any other intermediate stop.
	=== Impact on Est Module ===		=== Impact on Est Module ===
-	For every new load 2 lines will be added into Est Table (for freight and other charges).	+	For every new load two lines will be added into Est Table (for freight and other charges).
		+
		+	So in case CT has path: Origin > Pool Point > Destination we should have 4 lines on Est Tab (two per load).
	=== TMS Load Viewer ===		=== TMS Load Viewer ===
		+
		+	==== View Loads Through Quicklink ====
	Roma/Alex suggest simple TMS Load Viewer.		Roma/Alex suggest simple TMS Load Viewer.
Line 559:		Line 587:
	* Carrier		* Carrier
	* List of CT# under this load		* List of CT# under this load
		+
		+	==== View Loads Through Where Is ====
		+
		+	* Add one more filter to Where Is Report:
		+	** label: "TMS LD# equals"
		+	** control: enter into "text box" to create a list
		+	** logic: for LD#(s) that user enters find all CTs that are associated with entered numbers and produce standard report for these CTs
		+	** if there are multiple loads that participate in the report result then in els view add column "LD#"
		+
		+	==== View Loads in Load Window ====
		+
		+	* Add "Load Window" in an ASN Portal so that could be opened from "ASN View" window.
		+	* In Internal ''(please note, Leg means a Load)'':
		+	** Show a Load#-related info clicking a "View" button (or use Load# as a link to open pop-up window).
		+	** Clicking on GRP# (link) -> see a GRP in pop-up window.
		+	* Provide an ability to print for both above (Load/GRP).
		+
		+	* Load Window mockup:
		+	[[File:Load-Window-mockup.png]]
		+
		+	=== Impact on Logs ===
		+
		+	Make sure that all events are properly logged.
	= SOWs =		= SOWs =
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-	=== SOW 2 Implement Pool Point and related ===	+	=== SOW 2 ===
		+
		+	==== Impact on EDI interface ====
	mantis: 0004229		mantis: 0004229
-	spec: see [[#Ver 2]]	+	spec: see [[#Impact on EDI interface]]
		+
		+
		+	=== SOW 3 ===
		+
		+	==== Impact on CT Editor ====
		+
		+	mantis: 0004236
		+
		+	spec: see [[#CT Editor in case of Descartes TMS Dom Trucking]]
		+
		+
		+	=== SOW 4 ===
		+
		+	==== TMS Load Viewer ====
		+
		+	mantis:  4237
		+
		+	spec:
		+	* part 1: see [[#View Loads Through Where Is]] ''(released in 2013, see mantis)''
		+	* part 2: see [[#View Loads in Load Window]]
		+
		+	=== SOW 5 ===
		+
		+	==== Logging for TMS ====
		+
		+	mantis:  4238
		+
		+	spec: see [[#Impact on Logs]]
		+
		+
		+	=== SOW 6 ===
		+
		+	==== Impact on Notifications ====
		+
		+	mantis:  4240
		+
		+	spec:
		+
		+	[[#Impact on Notifications]]
		+
		+
		+	=== SOW 7 ===
		+
		+	==== Impact on Est Module ====
		+
		+	mantis:    4241
		+
		+	spec:
		+	[[#Impact on Est Module]]
		+
		+
		+	=== Misc ===
		+
		+	1) old field (Gen Tab) // new field (Leg Tab) // updated by // TMS specific?
		+
		+	* 5. Export Pick-up (T4) // PU, leg1 // oper // N
		+
		+	* 6. Export Delivery To (T5) // Delivery, leg 2 // oper // N
		+
		+	* 8. Export Pick-up Trucker (V3) //  // N
		+
		+	* Delivery Trucker (V3) //  // N
		+
		+	2) old field (Gen Tab) // new field (Leg Tab) // updated by

---

Current revision as of 14:13, 30 March 2015

Contents 1 Info 2 Ver 1 3 Ver 2 3.1 Definitions 3.1.1 Client Company 3.1.2 CT 3.1.3 MOT 3.1.4 CT Group 3.1.5 Shipment 3.1.6 Vehicle 3.1.7 Carrier 3.1.8 Location 3.1.8.1 Location attributes 3.1.8.2 Location type 3.1.8.3 Origin Door 3.1.8.4 Destination Door 3.1.8.5 Stop 3.1.8.5.1 Pool Point 3.1.8.5.2 Other important stops 3.1.9 Leg 3.1.10 Path 3.1.11 Non Stop Path 3.1.12 Multi Stop Path 3.2 Ver 2 Business Needs 3.3 Ver 2 Systems Analysis and Solution 3.3.1 Impact on ER Model 3.3.2 Impact on CT Editor 3.3.2.1 CT Editor in case of Descartes TMS Dom Trucking 3.3.2.2 CT Editor in case of non TMS Dom Trucking 3.3.2.3 CT Editor in case of non Dom Trucking 3.3.2.4 CT Editor Open Questions 3.3.3 Impact on Reports 3.3.4 Impact on DRs 3.3.5 Impact on pdfs 3.3.6 Impact on Accounting 3.3.7 Impact on EDI interface 3.3.7.1 Pool Point Address 3.3.8 Impact on Notifications 3.3.9 Impact on Est Module 3.3.10 TMS Load Viewer 3.3.10.1 View Loads Through Quicklink 3.3.10.2 View Loads Through Where Is 3.3.10.3 View Loads in Load Window 3.3.11 Impact on Logs 4 SOWs 4.1 SOW 1 Create architecture for Pool Point project 4.2 SOW 2 4.2.1 Impact on EDI interface 4.3 SOW 3 4.3.1 Impact on CT Editor 4.4 SOW 4 4.4.1 TMS Load Viewer 4.5 SOW 5 4.5.1 Logging for TMS 4.6 SOW 6 4.6.1 Impact on Notifications 4.7 SOW 7 4.7.1 Impact on Est Module 4.8 Misc

[edit] Info

"Pool Point" is a project. Main goal is to add Pool Point concept to the CT2 system.

First attempt was in 2010. See #Ver 1. This was never implemented.

Second attempt is current (2013). See #Ver2.

[edit] Ver 1

This section was commented out.

[edit] Ver 2

Parent mantis: 4168

[edit] Definitions

[edit] Client Company

Company that contacted Jaguar to ask to assist in shipping some goods.

It will be billed by Jaguar.

[edit] CT

In CT2 system it is a certain amount of goods (aka commodities) combined together and associated with one shipment order made by a #Client Company.

It has a unique id# called CT# and properties such as weight, volume, Origin, Destination, etc.

Properties of commodities are defined in Commodity Table associated with CT. They are defined on one hand by packaging (pallets, loose count, etc) and on another hand by PO, SKU, Quantities.

[edit] MOT

MOT - Mode Of Transport.

In CT2 system it is a property of CT that classify it by several main categories.

For example:

• MOT= Air if it is a multimodal move "truck -> Air -> truck"

• MOT=Truck Air if it is an LDP Air move

[edit] CT Group

In CT2 system it is a number of CTs associated together. It is assigned a unique number (GRP#).

All CTs in the same group have same #MOT.

[edit] Shipment

See Sh#Shipment

[edit] Vehicle

It is a mobile machine that transports #CTs such as trucks, trains, ships, boats and aircraft.

[edit] Carrier

Company that operates #Vehicle.

[edit] Location

Location is a recorded in a CT2 system geographical position of #CT.

Not all locations are recorded in the system.

[edit] Location attributes

• Address
• Date of arrival of CT to this location
• Date of departure from this location

[edit] Location type

There are 3 types of locations:

• #Origin Door (required)
• #Stop (some type of stops are required for some #MOT)
• #Destination Door (required)

[edit] Origin Door

aka Pick Up Location

Location where CT is originally picked up.

Mapped to 5. Export Pick-up (T4)

[edit] Destination Door

aka Delivery Location

Location that is a final delivery destination for CT.

Mapped to 6. Export Delivery To (T5)

[edit] Stop

For given CT Stop is a temporary location to which #Carrier delivers it.

Later same carrier or another carrier picks CT up from there to move to another Stop or Destination Door.

Not all stops need to be recorded in the system. But some of them are mandatory (example: Port of Origin).

One special type of stop is a #Pool Point.

[edit] Pool Point

Pool Point is a special #Stop that is used for transferring and consolidation of CTs.

See example below.

[edit] Other important stops

• Air:
  • Origin Airport
  • Destination Airport
  • Transshipment Airport

• Ocean:
  • Origin Port
  • Destination Port

• Misc:
  • Terminal
  • Warehouse

[edit] Leg

For given CT Leg is a one non-stop trip between Stops or between Origin Door and Stop or between Stop and Destination Door. It is done on the same #Vehicle with the same #Carrier.

Leg as entity has the following attributes:

• Origin
• Destination
• transport mode (air vs LTL vs ... ), this is different from #MOT !
• Carrier
• Vehicle id (such as trailer id for MOT= Truck Dom)

[edit] Path

Full ordered sequence of #Legs that CT has.

Path could be:

• #Non Stop Path
• #Muli Stop Path

[edit] Non Stop Path

CT is moving Non stop if it moves from #Origin Door to #Destination Door with one #Carrier without a #Stop.

In this case trip has one #Leg.

[edit] Multi Stop Path

In this case CT has at least one #Stop.

In some cases stops result in change of a carrier.

Such trips have more than one leg:

"Pick Up Location -> Stop1 -> Stop2 -> ... Stop N -> ... -> Delivery Location"

[edit] Ver 2 Business Needs

• add a concept of #Pool Point to CT2
  • store them in the system with associated address and name

• when load info is passed from TMS to CT2:
  • identify if this CT travels through #Pool Point
  • tag CT as "delivered" / send "delivered" message to client users only if delivered to Delivery Location (not a Pool Point)

Above is possible due to recent fixes in TMS.

Above will eliminate workarounds operators have used so far to accommodate Pool Point moves.

[edit] Ver 2 Systems Analysis and Solution

[edit] Impact on ER Model

Decision is made to Implement #Multi Stop Path.

Now Truck - Domestic CT could be only part of one or two loads.

In case of two loads we are able to accomodate "Pick Up Trucker" (to Pool Point) and "Delivery Trucker" (from Pool Point) info:

• carrier name
• trailer id

It was suggested to increment ER structure to be able to collect info about #Multi Stop Path / multi leg trips.

For just 2 leg trips such as "Pick Up -> Pool Point/Stop -> Delivery" we could have created a simpler solution. But this would limit us in the future.

Note that this will be used across all MOTs in the future.

[edit] Impact on CT Editor

Idea:

• Re-factor table on Dates tab to include all relevant info
• This table will be somewhat different for these 3 cases below.

[edit] CT Editor in case of Descartes TMS Dom Trucking

• ! only this case to be implemented in this release !

• This is for our particular implementation of Descartes TMS

• Add "Dates/Locations" tab. On this tab display info defined below in a table like form

• Row in this table represents #Location with associated info for it and for each #Leg that initiates in that Location. Exception is the last row that represents only "final" Location (destination door)

• Columns:
  • Location // #Location type - see below
  • Address // Location address
  • Status // If associated "Actual date" is defined then CT has reached (and possibly passed) this point and status is "actual". Else it is "estimated"
  • Arrived // editable // date of arrival to this Location; use Actual date if defined, else use estimated
  • Departed // editable // date of departure from this Location; use Actual date if defined, else use estimated
  • Transp Mode // comes from TMS
  • Carrier // editable // trucker name, comes from TMS
  • Vehicle id // editable // trailer id, comes from TMS
  • Load# // comes from TMS
  • Pro number // editable // comes from TMS

• Mock up:

[edit] CT Editor in case of non TMS Dom Trucking

Same as above but:

• operator adds rows in the table identifying Location types and associated info
• additional location types such as Warehouse and Stop

[edit] CT Editor in case of non Dom Trucking

• operator adds rows in the table identifying Location types and associated info
• more types of locations and legs that are associated with different MOTs such as Air and ocean (Examples: Ports/Airports, Terminals, etc)

[edit] CT Editor Open Questions

• Should we also edit through this table?

• Should we only edit through this table? (removing say Pick Up/Deliv Trucker from Gen Tab)

• In non-TMS case and other MOTs case this table is created by oper:
  • adding locations/identifying what type of location
  • need some validations such as delivery location must always be last, etc

[edit] Impact on Reports

Interface will not change.

Known reports affected:

• Main
• DR/KPIs

[edit] Impact on DRs

TBD

[edit] Impact on pdfs

None.

[edit] Impact on Accounting

TBD

[edit] Impact on EDI interface

Change code to capture moves through Pool Point.

Use AddressTypeDesc="Pool Point" attribute/value pair of ShipToInformation.

Update DB:

• load numbers
• carriers
• dates

Above comes from:

• load plans
• status messages

Consider most generic test case: "Consolidate with Pooling"number of CTs from different pick up locations to different delivery locations.

Update above should update both Gen Tab and Locations Tab.

[edit] Pool Point Address

Add Pool Point Addresses to Addressbook > Transportation under new category "T14: Pool Points"

When Pool Point info comes from TMS compare with above by full address or by id.

[edit] Impact on Notifications

Edit current notifications on:

• actual pick up updates from trucker
• actual delivery updates from trucker

Notify users only if:

• picked up from Origin Door
• delivered to Final Delivery Location (Destination Door).

Do not notify when delivered to Pool Point or any other intermediate stop.

[edit] Impact on Est Module

For every new load two lines will be added into Est Table (for freight and other charges).

So in case CT has path: Origin > Pool Point > Destination we should have 4 lines on Est Tab (two per load).

[edit] TMS Load Viewer

[edit] View Loads Through Quicklink

Roma/Alex suggest simple TMS Load Viewer.

By entering LD# into quick link user is served page with the following info:

• ld#
• Carrier
• List of CT# under this load

[edit] View Loads Through Where Is

• Add one more filter to Where Is Report:
  • label: "TMS LD# equals"
  • control: enter into "text box" to create a list
  • logic: for LD#(s) that user enters find all CTs that are associated with entered numbers and produce standard report for these CTs
  • if there are multiple loads that participate in the report result then in els view add column "LD#"

[edit] View Loads in Load Window

• Add "Load Window" in an ASN Portal so that could be opened from "ASN View" window.
• In Internal (please note, Leg means a Load):
  • Show a Load#-related info clicking a "View" button (or use Load# as a link to open pop-up window).
  • Clicking on GRP# (link) -> see a GRP in pop-up window.
• Provide an ability to print for both above (Load/GRP).

• Load Window mockup:

[edit] Impact on Logs

Make sure that all events are properly logged.

[edit] SOWs

[edit] SOW 1 Create architecture for Pool Point project

mantis: 0004228

spec: see #Ver 2

[edit] SOW 2

[edit] Impact on EDI interface

mantis: 0004229

spec: see #Impact on EDI interface

[edit] SOW 3

[edit] Impact on CT Editor

mantis: 0004236

spec: see #CT Editor in case of Descartes TMS Dom Trucking

[edit] SOW 4

[edit] TMS Load Viewer

mantis: 4237

spec:

• part 1: see #View Loads Through Where Is (released in 2013, see mantis)
• part 2: see #View Loads in Load Window

[edit] SOW 5

[edit] Logging for TMS

mantis: 4238

spec: see #Impact on Logs

[edit] SOW 6

[edit] Impact on Notifications

mantis: 4240

spec:

#Impact on Notifications

[edit] SOW 7

[edit] Impact on Est Module

mantis: 4241

spec: #Impact on Est Module

[edit] Misc

1) old field (Gen Tab) // new field (Leg Tab) // updated by // TMS specific?

• 5. Export Pick-up (T4) // PU, leg1 // oper // N

• 6. Export Delivery To (T5) // Delivery, leg 2 // oper // N

• 8. Export Pick-up Trucker (V3) // // N

• Delivery Trucker (V3) // // N

2) old field (Gen Tab) // new field (Leg Tab) // updated by