Truck Detailed Manifest

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[[Category:New Arden Trucking Project]]
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[[Category:NATP Docs]]
== Mantis ==
== Mantis ==
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== Business Needs and Requirements ==
== Business Needs and Requirements ==
-
User would like to be able to generate a report that shows result of truck detailed manifest. The result will show detail per CT from Elizabeth Arden Trucking for virtual group with content information.
+
User would like to be able to generate a report that shows result of truck detailed manifest. The result will show detail per CT from Elizabeth Arden Trucking for virtual group with content information by trailers.
== Technical Specification ==
== Technical Specification ==
=== Summary ===  
=== Summary ===  
* This report is a spreadsheet report for Totals of virtual group for Truck move. It has one panel which displays a table of contents totals that is grouped per CT.
* This report is a spreadsheet report for Totals of virtual group for Truck move. It has one panel which displays a table of contents totals that is grouped per CT.
-
* This report can be generated from Generate Document option [http://mantis.jaguarfreight.com/wiki/Virtual_Groups_for_NATP#General_Wizard_Step_3 Step 3] then select option Detailed Manifest from [http://mantis.jaguarfreight.com/wiki/Documents_for_Virtual_Group Menu]
+
* This report can be generated from Generate Document option [http://mantis.jaguarfreight.com/wiki/Virtual_Groups_for_NATP#General_Wizard_Step_3 Step 3] then select option Manifest from [http://mantis.jaguarfreight.com/wiki/Documents_for_Virtual_Group Drop down Menu]
=== User Interface ===
=== User Interface ===
* See [[#Figure 1. Manifest View and Download To Spreadsheet button ]]
* See [[#Figure 1. Manifest View and Download To Spreadsheet button ]]
-
* See [[#Figure 2. Spreadsheet result view]]
+
* See [[#Figure 2. Spreadsheet result view USE CASE 1]]
 +
* See [[#Figure 3a. Spreadsheet result view USE CASE 2 (PT)]]
 +
* See [[#Figure 3b. Spreadsheet result view USE CASE 2 (DT)]]
 +
* See [[#Figure 4a. Spreadsheet result view USE CASE 3 (PT)]]
 +
* See [[#Figure 4b. Spreadsheet result view USE CASE 3 (DT)]]
=== Hard Coded Conditions ===   
=== Hard Coded Conditions ===   
-
* This report is used to identify ALL containers in a virtual group
+
* This report is used to identify content of shipments for ALL trailers in a virtual group
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* Display result CTs that are grouped by container#
+
* Display result CTs that are grouped by trailer#. This can be either PT# or DT# but not both, depending on user selected
-
* One container per section; many CTs can be assigned to one container or more.
+
* One trailer per section; many CTs can be assigned to one trailer
 +
* Same CT# will never be assigned to many PTs#
 +
* Same CT# will never be assigned to many DTs#
 +
* Same CT# can be assigned to both PT# and DT# at the same time
=== User Defined Conditions ===
=== User Defined Conditions ===
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* Default value is "No" which is not showing types of Ttl pgks on plts and loose pkgs.
* Default value is "No" which is not showing types of Ttl pgks on plts and loose pkgs.
** For example: Ttl pkgs on plts is ''10'' versus ''10 cartons''.
** For example: Ttl pkgs on plts is ''10'' versus ''10 cartons''.
 +
* User can define the result of detail manifest to group by Pick up trailer or Delivery trailer
 +
* Default value is "PT" which spreadsheet will show shipment records with content that are grouped by Pick-up trailer
=== Steps ===
=== Steps ===
-
* Go to Master shipment
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* Define Virtual group using classifiers
-
* Select Ocean Master
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* Generate Document
-
* Click "Master Container Totals" Tab
+
* Select Manifest and click show template
-
* Select option to display Pkg(s) Type(s) radio button -> ''optional''
+
* Result displays as READ ONLY on HTML view
 +
* Select option to display Pkg(s) Type/unit(s) radio button -> ''optional'' (default to "No")
 +
* Select option to group manifest by pick up trailer/ delivery trailer radio button -> ''optional'' (default to "PT")
* Click "Download To Spreadsheet" Button
* Click "Download To Spreadsheet" Button
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* Body
* Body
'''Section 1'''
'''Section 1'''
-
* Master Shipper ref:
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* Trucker Name:
-
* Master Consignee ref:
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* Reference:
-
* Vessel Name:
+
-
* Shipping Line:
+
'''Section 2'''
'''Section 2'''
-
* Container#
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* Pick up Trailer# or Delivery Trailer#
* Shipper/Consignee
* Shipper/Consignee
* CT#
* CT#
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==== Columns Definitions ====
==== Columns Definitions ====
'''Section 1'''
'''Section 1'''
-
* Master Shipper ref:
+
* Trucker Name:
-
:* Mapped to Master Air field.MasterGeneral.Master Shipper ref:
+
:* Mapped to none
 +
:* Default to blank
-
* Master Consignee ref:
+
* Reference:
-
:* Mapped to Master Air field.MasterGeneral.Master Consignee ref:
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:* Mapped to none
-
 
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:* Default to blank
-
* Vessel Name:
+
-
:* Mapped to Master Details.9a. Vessel Name:
+
-
 
+
-
* Shipping Line:
+
-
:* Mapped to Master Details.4.Steamshipline:
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'''Section 2'''
'''Section 2'''
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* CBM
* CBM
:* Mapped to ContTab.TableB.Total (in cbm)
:* Mapped to ContTab.TableB.Total (in cbm)
-
:* NOTE: one CT has 1 number of cbm, so in this case, display it on every CT even though it is repeated.
+
:* NOTE: one CT has 1 number of cbm, so in this case, display it on every CT even though it is repeated. Total CBM shows N/A
==== Sort By Definitions ====
==== Sort By Definitions ====
-
* Earlier Container# to latest Container# (Ascending order)
+
* Earlier Trailer# to latest Trailer# (Ascending order)
 +
 
 +
==== Validation ====
 +
* Download to Spreadsheet button - when user click this button
 +
** If there is CTs# that are not assigned PT#/DT#, Should Block it!
 +
** CASE OF PT manifest: Warning Pop-up: Some CT# does not have PT number. Please assign PT number before generating Truck Detailed Manifest that is grouped by PT number
 +
** CASE OF DT manifest: Warning Pop-up: Some CT# does not have DT number. Please assign DT number before generating Truck Detailed Manifest that is grouped by DT number
=== Special Cases ===
=== Special Cases ===
-
== History ==
+
==== USE CASE 1 ====
-
== RFC ==
+
 +
CT#  PT#  DT#
 +
CT1    1    1
 +
CT2    1    1
 +
CT3    1    1
-
=== v 1.1 ===
+
[[File:Usecase1.JPG]]
-
* http://mantis.jaguarfreight.com/mantis/view.php?id=1319
+
-
Master Ocean Container Totals Tab  must have one panel which displays a table - per container per CT "contents totals" report.
+
If user select Truck detailed manifest that is grouped by PT, see result from [[#Figure 2. Spreadsheet result view USE CASE 1]].
-
* ss1 // add "Download to spreadsheet" feature
+
If user select Truck detailed manifest that is grouped by DT, the result will be similar for this case, but show Delivery Trailer # instead of Pick up Trailer#
-
* ss2 // add "Download to spreadsheet" button to this tab. xls should look like this file: CT1%20manifest_20091007134418.pdf uploaded to http://mantis.jaguarfreight.com/mantis/view.php?id=1319
+
-
* ss3 // In this file:
+
-
Vedor = Shipper
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Ignore Drums column
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-
This is per container (example has 1 cont but could be many containers)
+
-
<pre>
 
-
(0004851)
 
-
alex (administrator) [ private ]
 
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2009-11-12 12:27
 
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1. Jaguar Import Ref - is it ShipperRef?
 
-
>>> GenTab.B. Import ref#:
 
-
2. Jaguar Export Ref - is it ConsigneeRef?
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==== USE CASE 2 ====
-
>>> GenTab.A. Export ref#:
+
-
3. Flight Number/Vessel Name - Flight Number is specific for Air Shipment. Not applicable for container's report. Should I just write Vessel Name (Maybe with Voyage number, because it's usefull information)?
+
CT#  PT#  DT#
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>>> OK
+
CT1  1    3
 +
CT2  1    4
 +
CT3  2    3
-
4. The same with House Waybill
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[[File:Usecase2.JPG]]
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>>> remove this label/field
 
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5. Shipping Line ref - what is it? I did not found this field in Shipment object.
 
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>>> remove this label/field
+
==== USE CASE 3 ====
-
6. Lot# - this value is in the Client Specific extra fields of commodity item. On the moment of creating report I can't define what one of the 3 extra fields is contains "Lot" value.
+
CT# PT#  DT#
 +
CT1  1    4
 +
CT2  1    5
 +
CT3  2    6
 +
CT4  3    3
-
>>> remove this column
+
[[File:Usecase3.JPG]]
-
</pre>
+
== Figures ==
 +
=== Figure 1. Manifest View and Download To Spreadsheet button ===
 +
[[File:TruckManifestView.JPG]]
-
=== Review against new examples, Move to Doc Tab ===
+
=== Figure 2. Spreadsheet result view USE CASE 1  ===
-
* v 1.2
+
-
* http://mantis.jaguarfreight.com/mantis/view.php?id=1584
+
-
* Detailed spec - TBD
+
 +
[[File:TruckDetailedManifest.JPG]]
 +
=== Figure 3a. Spreadsheet result view USE CASE 2 (PT) ===
 +
[[File:TruckDetailedManifestUseCase2a.JPG]]
 +
=== Figure 3b. Spreadsheet result view USE CASE 2 (DT) ===
 +
[[File:TruckDetailedManifestUseCase2b.JPG]]
 +
=== Figure 4a. Spreadsheet result view USE CASE 3 (PT) ===
-
=== User Defined Conditions ===
+
[[File:TruckDetailedManifestUseCase3a.JPG]]
-
* User can define the result whether showing type/unit of Ttl pkgs on plts and loose pkgs
+
-
* Default value is "No" which is not showing types of Ttl pgks on plts and loose pkgs.
+
-
** For example: Ttl pkgs on plts is ''10'' versus ''10 cartons''.
+
-
=== Steps ===
 
-
* Go to Master shipment
 
-
* Select Air Master
 
-
* Click "Master Air Total" Tab
 
-
* Select option to display Pkg(s) Type(s) radio button -> ''optional''
 
-
* Click "Download To Spreadsheet" Button
 
-
=== Output ===
+
=== Figure 4b. Spreadsheet result view USE CASE 3 (DT) ===
-
* Output is an Excel spreadsheet
+
-
* There is ONLY one tab on spreadsheet
+
-
* Result shows 1 CT per section with total numbers for each column
+
-
* Spreadsheet consists of Header, Body, and Footer
+
-
* Header
+
-
** Report name
+
-
** Generated for ''user's first name and last name'' of JAGUAR FRIEGHT SERVICES LIMITED by CyberTrax
+
-
** Date Time Stamp
+
-
* Body
+
-
'''Section 1'''
+
-
* Master Shipper ref:
+
-
* Master Consignee ref:
+
-
* Flight Number:
+
-
* Airline:
+
-
'''Section 2'''
+
-
* Shipper/Consignee
+
-
* HAWB
+
-
* CT#
+
-
* PO Num
+
-
* SKU
+
-
* Qty
+
-
* Ttl# plt
+
-
* Ttl pkgs on plts
+
-
* Type (Optional)
+
-
* Loose pkgs
+
-
* Type (Optional)
+
-
* Ttl G kg
+
-
* CBM
+
-
* Footer
+
-
** There is no footer
+
-
* Show output heading for each CT
+
-
* Each CT result is separated by 1 row
+
-
==== Columns Definitions ====
+
[[File:TruckDetailedManifestUseCase3b.JPG]]
-
'''Section 1'''
+
-
* Master Shipper ref:
+
-
:* Mapped to Master Air field.MasterGeneral.Master Shipper ref:
+
-
 
+
-
* Master Consignee ref:
+
-
:* Mapped to Master Air field.MasterGeneral.Master Consignee ref:
+
-
 
+
-
* Flight Number:
+
-
:* Mapped to Master Details.Flight One #:
+
-
 
+
-
* Airline:
+
-
:* Mapped to Master Details.Airline:
+
-
 
+
-
'''Section 2'''
+
-
* Shipper/Consignee
+
-
:* Mapped to [[Ct#Shipper]]
+
-
:* Mapped to [[Ct#Consignee]]
+
-
 
+
-
* HAWB
+
-
:* Mapped to [[Ct#HAWB]]
+
-
 
+
-
* CT#
+
-
:* Mapped to [[Ct#CT Num]]
+
-
 
+
-
* PO Num
+
-
:* Mapped to ContTab.TableA.P.O.
+
-
 
+
-
* SKU
+
-
:* Mapped to ContTab.TableA.SKU
+
-
 
+
-
* Qty
+
-
:* Mapped to ContTab.TableA.Qty
+
-
 
+
-
* Ttl# plt
+
-
:* Mapped to ContTab.TableA.Ttl # of plt
+
-
 
+
-
* Ttl pkgs on plts
+
-
:* Mapped to ContTab.TableA.Ttl pkgs on plts
+
-
:* Mapped to ContTab.TableA.Ttl pkgs on plts >Type
+
-
:** This is an '''Option''' for user to select on the template in order to show the unit of total packages on plts.
+
-
 
+
-
* Loose pkgs
+
-
:* Mapped to ContTab.TableA.Loose pkgs
+
-
:* Mapped to ContTab.TableA.Loose pkgs >Type
+
-
:** This is an '''Option''' for user to select on the template in order to show the unit of Loose pkgs.
+
-
 
+
-
* Ttl G kg
+
-
:* Mapped to ContTab.TableA.Ttl G kg
+
-
 
+
-
* CBM
+
-
:* Mapped to ContTab.TableB.Total (in cbm)
+
-
 
+
-
==== Sort By Definitions ====
+
-
* Earlier CT# to latest CT#
+
-
 
+
-
=== Special Cases ===
+
-
 
+
-
== Figures ==
+
-
=== Figure 1. Manifest View and Download To Spreadsheet button ===
+
-
[[File:TruckManifestView.JPG]]
+
-
 
+
-
=== Figure 2. Spreadsheet result view ===
+
-
 
+
-
[[]]
+
== History ==
== History ==
== RFC ==
== RFC ==
-
 
-
* This report may be moved to Misc tab, still need an approval, since this report has no template. Right now just leave on Master Air Total
 
== History ==
== History ==
-
 
-
=== Implement this new feature ===
 
-
* ver 1.0
 
-
* http://mantis.jaguarfreight.com/mantis/view.php?id=1531
 

Current revision as of 14:22, 27 April 2010


Contents

[edit] Mantis

Parent: 1906

Task: 1916

[edit] Business Needs and Requirements

User would like to be able to generate a report that shows result of truck detailed manifest. The result will show detail per CT from Elizabeth Arden Trucking for virtual group with content information by trailers.

[edit] Technical Specification

[edit] Summary

  • This report is a spreadsheet report for Totals of virtual group for Truck move. It has one panel which displays a table of contents totals that is grouped per CT.
  • This report can be generated from Generate Document option Step 3 then select option Manifest from Drop down Menu

[edit] User Interface

[edit] Hard Coded Conditions

  • This report is used to identify content of shipments for ALL trailers in a virtual group
  • Display result CTs that are grouped by trailer#. This can be either PT# or DT# but not both, depending on user selected
  • One trailer per section; many CTs can be assigned to one trailer
  • Same CT# will never be assigned to many PTs#
  • Same CT# will never be assigned to many DTs#
  • Same CT# can be assigned to both PT# and DT# at the same time

[edit] User Defined Conditions

  • User can define the result whether showing type/unit of Ttl pkgs on plts and loose pkgs
  • Default value is "No" which is not showing types of Ttl pgks on plts and loose pkgs.
    • For example: Ttl pkgs on plts is 10 versus 10 cartons.
  • User can define the result of detail manifest to group by Pick up trailer or Delivery trailer
  • Default value is "PT" which spreadsheet will show shipment records with content that are grouped by Pick-up trailer

[edit] Steps

  • Define Virtual group using classifiers
  • Generate Document
  • Select Manifest and click show template
  • Result displays as READ ONLY on HTML view
  • Select option to display Pkg(s) Type/unit(s) radio button -> optional (default to "No")
  • Select option to group manifest by pick up trailer/ delivery trailer radio button -> optional (default to "PT")
  • Click "Download To Spreadsheet" Button

[edit] Output

  • Output is an Excel spreadsheet
  • There is ONLY one tab on spreadsheet
  • Result shows 1 container per section with total numbers for each column
  • Spreadsheet consists of Header, Body, and Footer
  • Header
    • Report name
    • Generated for user's first name and last name of JAGUAR FRIEGHT SERVICES LIMITED by CyberTrax
    • Date Time Stamp
  • Body

Section 1

  • Trucker Name:
  • Reference:

Section 2

  • Pick up Trailer# or Delivery Trailer#
  • Shipper/Consignee
  • CT#
  • PO Num
  • SKU
  • Qty
  • Ttl# plt
  • Ttl pkgs on plts
  • Type (optional)
  • Loose pkgs
  • Type (Optional)
  • Ttl G kg
  • CBM (Please see Note below under Section 2)
  • Footer
    • There is no footer
  • Show output heading for each CT
  • Each CT result is separated by 1 row

[edit] Columns Definitions

Section 1

  • Trucker Name:
  • Mapped to none
  • Default to blank
  • Reference:
  • Mapped to none
  • Default to blank

Section 2

  • Shipper/Consignee
  • CT#
  • PO Num
  • Mapped to ContTab.TableA.P.O.
  • SKU
  • Mapped to ContTab.TableA.SKU
  • Qty
  • Mapped to ContTab.TableA.Qty
  • Ttl# plt
  • Mapped to ContTab.TableA.Ttl # of plt
  • Ttl pkgs on plts
  • Mapped to ContTab.TableA.Ttl pkgs on plts
  • Mapped to ContTab.TableA.Ttl pkgs on plts >Type
    • This is an Option for user to select on the template in order to show the unit of total packages on plts.
  • Loose pkgs
  • Mapped to ContTab.TableA.Loose pkgs
  • Mapped to ContTab.TableA.Loose pkgs >Type
    • This is an Option for user to select on the template in order to show the unit of Loose pkgs.
  • Ttl G kg
  • Mapped to ContTab.TableA.Ttl G kg
  • CBM
  • Mapped to ContTab.TableB.Total (in cbm)
  • NOTE: one CT has 1 number of cbm, so in this case, display it on every CT even though it is repeated. Total CBM shows N/A

[edit] Sort By Definitions

  • Earlier Trailer# to latest Trailer# (Ascending order)

[edit] Validation

  • Download to Spreadsheet button - when user click this button
    • If there is CTs# that are not assigned PT#/DT#, Should Block it!
    • CASE OF PT manifest: Warning Pop-up: Some CT# does not have PT number. Please assign PT number before generating Truck Detailed Manifest that is grouped by PT number
    • CASE OF DT manifest: Warning Pop-up: Some CT# does not have DT number. Please assign DT number before generating Truck Detailed Manifest that is grouped by DT number

[edit] Special Cases

[edit] USE CASE 1

CT#   PT#   DT#
CT1    1     1
CT2    1     1
CT3    1     1

File:Usecase1.JPG

If user select Truck detailed manifest that is grouped by PT, see result from #Figure 2. Spreadsheet result view USE CASE 1.

If user select Truck detailed manifest that is grouped by DT, the result will be similar for this case, but show Delivery Trailer # instead of Pick up Trailer#


[edit] USE CASE 2

CT#  PT#  DT#
CT1   1    3
CT2   1    4
CT3   2    3

File:Usecase2.JPG


[edit] USE CASE 3

CT#  PT#  DT#
CT1   1    4
CT2   1    5
CT3   2    6
CT4   3    3

File:Usecase3.JPG

[edit] Figures

[edit] Figure 1. Manifest View and Download To Spreadsheet button

File:TruckManifestView.JPG

[edit] Figure 2. Spreadsheet result view USE CASE 1

File:TruckDetailedManifest.JPG


[edit] Figure 3a. Spreadsheet result view USE CASE 2 (PT)

File:TruckDetailedManifestUseCase2a.JPG


[edit] Figure 3b. Spreadsheet result view USE CASE 2 (DT)

File:TruckDetailedManifestUseCase2b.JPG


[edit] Figure 4a. Spreadsheet result view USE CASE 3 (PT)

File:TruckDetailedManifestUseCase3a.JPG


[edit] Figure 4b. Spreadsheet result view USE CASE 3 (DT)

File:TruckDetailedManifestUseCase3b.JPG

[edit] History

[edit] RFC

[edit] History

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