Daily Report - Elizabeth Arden

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* If none of the filters are selected, generate ALL results.
* If none of the filters are selected, generate ALL results.
==== Filters ====
==== Filters ====
 +
 +
Matching logic (selected values on General Filters Tab against [[CT]] fields).
 +
* Client Companies:  
* Client Companies:  
** Mapped to list of E0 Client
** Mapped to list of E0 Client
 +
* Shippers:
* Shippers:
** Mapped to list of Shipper (T1)
** Mapped to list of Shipper (T1)
 +
* Consignees:
* Consignees:
** Mapped to list of Consignee (T2)
** Mapped to list of Consignee (T2)
 +
* Origin Countries:
* Origin Countries:
** Mapped to list of Origin country
** Mapped to list of Origin country
 +
* Destination Countries:
* Destination Countries:
** Mapped to list of Destination country
** Mapped to list of Destination country
 +
* Origin Regions:
* Origin Regions:
 +
* Destination Regions:
* Destination Regions:

Revision as of 19:50, 16 February 2010


Contents

Parent Mantis

1722

Business Needs and Requirements

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
  • This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)

Technical Specification

Summary

  • This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
  • Report shows date time stamp and how many records are found (number)
  • This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

User Interface

See #Figure 1. Schedule dropdown menu

See #Figure 2. General Tab

Filters

What to list under each filter on "General Filters" tab:

  • Client Companies:
    • Mapped to list of E0 Client
  • Shippers:
    • Mapped to list of Shipper (T1)
  • Consignees:
    • Mapped to list of Consignee (T2)
  • Origin Countries:
    • Mapped to list of Origin country
  • Destination Countries:
    • Mapped to list of Destination country
  • Origin Regions:
  • Destination Regions:

Hard Coded Conditions

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
  • Example of 2 reports ....

User Defined Conditions

  • See Figure 2 for general filters tab below
  • All filters are "multi select"
  • Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
  • Filters consist of several groups
  • Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
    • For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
  • If none of the filters are selected, generate ALL results.

Filters

Matching logic (selected values on General Filters Tab against CT fields).

  • Client Companies:
    • Mapped to list of E0 Client
  • Shippers:
    • Mapped to list of Shipper (T1)
  • Consignees:
    • Mapped to list of Consignee (T2)
  • Origin Countries:
    • Mapped to list of Origin country
  • Destination Countries:
    • Mapped to list of Destination country
  • Origin Regions:
  • Destination Regions:

Output

  • Create output tab with list of output headings
  • These output headings are almost the same as Daily Report but label name and order differently
  • Required default headings on the combo box, the rest of headings are in drop down filter output list
  • List of headings #Columns Definitions

Columns Definitions

  • CT# with link (JG and Non-JG users)
    • Mapped to CT#CT Num
    • If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
    • If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
    • Default on the combo box
  • Vendor
  • Division
    • No mapping (Heading Only)
    • Default value: N/A for data
    • Default on the combo box
  • Carrier
    • No mapping (Heading Only)
    • Default value: Jaguar
    • Default on the combo box
  • Carrier Remarks
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box
  • Destination
  • Revise Date
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box
  • Remarks Planning
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box
  • Custom fields
    • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
    • Heading Must be dynamic name
      • For example: if there is a custom field "Extra line 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1"
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]

Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#

Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is ONLY one tab
  • Spreadsheet consists of Header, Body, and footer
  • Header:
    • Report name
    • Date Time Stamp
    • Criteria (list of filter(s) selected)
    • Jaguar Logo
  • Body: (general info)
    • Consists of columns and rows
      • Column: headings
      • Row: shipment records
  • Footer
    • There is no footer

Special Cases

TBD

Figures

Figure 1. Schedule dropdown menu

File:DailyEA.JPG

Figure 2. General Tab

File:GeneralTabDailyEA.JPG

History

RFC

Retrieved from "https://wiki.jaguarfreight.com/Daily_Report_-_Elizabeth_Arden"
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