Daily Report

From UG

Revision as of 21:17, 17 February 2010 (edit) Montira (Talk | contribs) (→Filters and Filters Matching Logic) ← Older edit		Revision as of 21:36, 17 February 2010 (edit) (undo) Montira (Talk | contribs) (→Output) Newer edit →
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	=== Output ===		=== Output ===
	* Create output tab with list of output headings		* Create output tab with list of output headings
-	* These output headings are almost the same as Daily Report but label names and orders are different
	* Required default headings on the combo box, the rest of headings are in drop down filter output list		* Required default headings on the combo box, the rest of headings are in drop down filter output list
	* List of headings [[#Columns Definitions]]		* List of headings [[#Columns Definitions]]
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	** Default on the ''combo box'' selected list		** Default on the ''combo box'' selected list
-	* Vendor	+	* Customer References#
-	** Mapped to [[CT#Shipper]]	+	** Mapped to [[CT#Customer Ref]]
-	** Default on the ''combo box'' selected heading output list	+
-	* Division	+	* Transportation Modes
-	** No mapping (Heading Only)	+	** Mapped to [[CT#Mode Of Transport]]
-	** Default value: N/A for data	+
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* P/O num	+	* Shippers
-	** Mapped to [[Commodity#PO]]	+	** Mapped to [[CT#Shipper]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Item code	+	* Consignees
-	** Mapped to [[Commodity#SKU]]	+	** Mapped to [[CT#Consignee]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Quantity	+	* Origin Countries
-	** Mapped to [[Commodity#Qty]]	+	** Mapped to [[CT#Origin Country]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Weight	+	* Destination Countries
-	** Mapped to [[Commodity#Gross Kg]]	+	** Mapped to [[CT#Destination Country]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Cartons	+	* P.O
-	** Mapped to [[Commodity#Pkgs On Plts]]	+	** Mapped to [[Commodity#PO]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Pallets	+	* SKU
-	** Mapped to [[Commodity#Plts]]	+	** Mapped to [[Commodity#SKU]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Drums	+	* Quantity
-	** Mapped to [[Commodity#Loose Pkgs]]	+	** Mapped to [[Commodity#Qty]]
	** Default on the ''combo box'' selected heading output list		** Default on the ''combo box'' selected heading output list
-	* Carrier	+	* Item Description
-	** No mapping (Heading Only)	+	** Mapped to [[Commodity#Description]]
-	** Default value: Jaguar	+
-	** Default on the ''combo box'' selected heading output list	+
-	* Mode	+	* Ttl # of plts
-	** Mapped to [[CT#Mode Of Transport]]	+	** Mapped to [[Commodity#Plts]]
-	** Default on the ''combo box'' selected heading output list	+
-	* Carrier Remarks	+	* Ttl pkgs on plts
-	** No mapping (Heading Only)	+	** Mapped to [[Commodity#Pkgs On Plts]]
-	** Default value to blank	+
-	** Default on the ''combo box'' selected heading output list	+
-	* Destination	+	* Loose pkgs
-	** Mapped to [[CT#Consignee]]	+	** Mapped to [[Commodity#Loose Pkgs]]
-	** Default on the ''combo box'' selected heading output list	+
-	* Estimated Delivery	+	* Ttl G kg
-	** Mapped to [[CT#Automated Estimated Delivery Date]]	+	** Mapped to [[Commodity#Gross Kg]]
-	** Default on the ''combo box'' selected heading output list	+
-		+
-	* Actual Delivery	+
-	** Mapped to [[CT#Actual Delivery Date]]	+
-	** Default on the ''combo box'' selected heading output list	+
-		+
-	* Revise Date	+
-	** No mapping (Heading Only)	+
-	** Default value to blank	+
-	** Default on the ''combo box'' selected heading output list	+
-		+
-	* Remarks Planning	+
-	** No mapping (Heading Only)	+
-	** Default value to blank	+
-	** Default on the ''combo box'' selected heading output list	+
-		+
-	* Customer References#	+
-	** Mapped to [[CT#Customer Ref]]	+
-		+
-	* Origin Countries	+
-	** Mapped to [[CT#Origin Country]]	+
-		+
-	* Destination Countries	+
-	** Mapped to [[CT#Destination Country]]	+
-		+
-	* Item Description	+
-	** Mapped to [[Commodity#Description]]	+
	* Custom fields		* Custom fields
	** if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well		** if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
-	** Heading on output tab should be Extra 1, Extra 2,...etc	+	** Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc
-	** Heading Must be dynamic name on the spreadsheet	+
-	*** For example: if there is a custom field "Extra 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1" on the spreadsheet	+
	* Total CBM		* Total CBM
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	** Default value to blank		** Default value to blank
	** this field is allowed user to manage it manually [Y/N]		** this field is allowed user to manage it manually [Y/N]
		+	** Default on the ''combo box'' selected heading output list
	==== Sort By Definitions ====		==== Sort By Definitions ====
	* Sort by CT# from earlier CT# to newer CT#		* Sort by CT# from earlier CT# to newer CT#
-	* Tab by alphabet order	+
	==== Summary ====		==== Summary ====

---

Revision as of 21:36, 17 February 2010

Contents 1 Parent Mantis 2 Business Needs and Requirements 3 Technical Specification 3.1 Summary 3.2 User Interface 3.2.1 Filters 3.3 Hard Coded Conditions 3.4 User Defined Conditions 3.4.1 Filters and Filters Matching Logic 3.5 Output 3.5.1 Columns Definitions 3.5.2 Sort By Definitions 3.5.3 Summary 3.6 Special Cases 3.7 Figures 3.7.1 Figure 1. Schedule dropdown menu 4 Filters 5 Output

Parent Mantis

1597

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.

Technical Specification

Summary

• This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
• Report MUST include ALL new shipments records that are created since previous report
• Report shows date time stamp and how many records are found (number)
• Report is sent to recipients on schedules via email.

User Interface

See #Figure 1. Schedule dropdown menu

Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

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.

• Report should use CT#Created On Date date field to identify when shipment was created.

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 and Filters Matching Logic

• Reports Filters#Client

• Reports Filters#Shipper

• Reports Filters#Consignee

• Reports Filters#Origin Country

• Reports Filters#Destination Country

• Reports Filters#Origin Region

• Reports Filters#Destination Region

Output

• Create output tab with list of output headings
• Required default headings on the combo box, the rest of headings are in drop down filter output list
• List of headings #Columns Definitions
• See #Figure 3. Spreadsheet for output result (xls)

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 selected list

• Customer References#
  • Mapped to CT#Customer Ref

• Transportation Modes
  • Mapped to CT#Mode Of Transport
  • Default on the combo box selected heading output list

• Shippers
  • Mapped to CT#Shipper
  • Default on the combo box selected heading output list

• Consignees
  • Mapped to CT#Consignee
  • Default on the combo box selected heading output list

• Origin Countries
  • Mapped to CT#Origin Country
  • Default on the combo box selected heading output list

• Destination Countries
  • Mapped to CT#Destination Country
  • Default on the combo box selected heading output list

• P.O
  • Mapped to Commodity#PO
  • Default on the combo box selected heading output list

• SKU
  • Mapped to Commodity#SKU
  • Default on the combo box selected heading output list

• Quantity
  • Mapped to Commodity#Qty
  • Default on the combo box selected heading output list

• Item Description
  • Mapped to Commodity#Description

• Ttl # of plts
  • Mapped to Commodity#Plts

• Ttl pkgs on plts
  • Mapped to Commodity#Pkgs On Plts

• Loose pkgs
  • Mapped to Commodity#Loose Pkgs

• Ttl G kg
  • Mapped to Commodity#Gross Kg

• Custom fields
  • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
  • Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc

• Total CBM
  • Mapped to Commodity#Grand Total: cbm

• Authorization
  • No mapping (Heading Only)
  • Default value to blank
  • this field is allowed user to manage it manually [Y/N]
  • Default on the combo box selected heading output list

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

For client company which has an extra field (custom field), it should grab custom field for heading dynamically.

Example: Elizabeth Arden has a custom field (Extra 1) which is "Lot#". Lot# will be showing on the heading of the spreadsheet for Elizabeth Arden company.

Figures

Figure 1. Schedule dropdown menu

Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:

Output

• Create output tab with list of output headings
• Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
• List of headings
  • CT# with link ->defaulted on the combo box
  • Customer References# (GenTab C.Customer Ref)
  • Transport Modes (GenTab F. Mode of Transport:)-> defaulted on the combo box
  • Shippers (GenTab 2.Shipper) ->defaulted on the combo box
  • Consignees (GenTab 3.Consignee) ->defaulted on the combo box
  • Origin Countries (GenTab 11. Origin country) -> defaulted on the combo box
  • Destination Countries (GenTab 12. Destination country) -> defaulted on the combo box
  • P.O (ContTab Table A.)-> defaulted on the combo box
  • SKU (ContTab Table A.)-> defaulted on the combo box
  • Quantity (ContTab Table A.) -> defaulted on the combo box
  • Item Description (ContTab Table A.)
  • Ttl # of plts (ContTab Table A.)
  • Ttl pkgs on pkgs (ContTab Table A.)
  • Loose pkgs (ContTab Table A.)
  • Ttl G kg (ContTab Table A.)
  • Custom fields (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
  • Total CBM (ContTab Table B.)
  • Authorization [Y/N] (this field is not mapped to any field, it is always empty and allow user to manage it manually)-> defaulted on the combo box

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