Reports Output

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Revision as of 21:22, 21 May 2010 (edit) Alex (Talk | contribs) (→BR: Make ALL CT fields available for output and filtering) ← Older edit		Current revision as of 20:59, 12 August 2011 (edit) (undo) Denise (Talk | contribs) (→Figures)
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-	[[Category:Ops Reps Common]]	+	[[Category:OpsRepsMisc]]
	== Info ==		== Info ==
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	* Add checkbox on Output Tab provide this option.		* Add checkbox on Output Tab provide this option.
		+	=== BR: Add more flexibility ===
-	=== BR: Make ALL CT fields available for output and filtering  ===	+	* 1) add [[#Option for CT hyper link (BR)]] as an option for every report
		+	* 2) add [[#Lines Per CT Option (LIPCO)]] as an option for every report
-	* make ALL CT fields available for output and filtering:	+	== SD: Systems Design ==
-	** all [[CT]] fields	+
-	** all [[Commodity]] fields	+
-	** all [[Container]] fields	+
-	* should be done only for  [[CT based reports]]. We need this list by the way.	+	=== Standard User Interface ===
-	* How to group so many filters? Additional tabs? Groups on one tab?	+	==== Select From ====
-	** suggest solution	+	See [[#Figure 7. Output tab]]
-	* How to group or order them on Output Tab (Select From panel):	+	==== Selected List ====
-	** now they are not grouped / ordered and when we have a very long list this is an issue	+	See [[#Figure 7. Output tab]]
-	** now we need to select one at a time - this is too slow	+
-	** please suggest alternative designs so we can choose	+
-	* Internal vs Client:	+	=== Show Estimated Date if Actual Date is empty ===
-	** All fields should only be available for internal	+	In some reports we have only one column for given date instead of one for actual and one for estimated. In this case for some reports this logic is applied.
-	* see also [[#SD: Rules for labels]]	+	Example: if "Actual Delivery Date" is empty then display "Estimated Delivery Date" (under "Delivery Date" header)
-		+
-	=== BR: Add more flexibility ===	+
-		+
-	* 1) add [[#Option for CT hyper link (BR)]] as an option for every report	+
-	* 2) add [[#Lines Per CT Option (LIPCO)]] as an option for every report	+
-	* 3) add option to turn off [[Hard Coded Conditions]] (or maybe even edit them)	+
-		+
-	== SD: Systems Design ==	+
	=== Lines Per CT Option (LIPCO) ===		=== Lines Per CT Option (LIPCO) ===
Line 96:		Line 85:
	* etc		* etc
-	Exceptions - see below.	+	=== SD: Make ALL CT fields available for output and filtering ===
		+	* Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See [[#Figure 0. Main Form General Fields tab | Figure 0]].
		+	* Non-CT fields that included to report grouped on "Non-CT Fields" tab.
		+	* List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields".
		+	* List of fields for each tab:
		+	** '''General Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#General_Fields CT#GenTab]].
		+	** '''Commodity Fields''' - [[TBD]], presumably all fields on [[http://mantis.jaguarfreight.com/wiki/CT_bo#Containers_and_Commodities CT#ContTab]] of CT.
		+	** '''Export Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#Export_Fields CT#ExpTab]] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
		+	** '''Import Fields''' - [[TBD]], presumably all fields of [[http://mantis.jaguarfreight.com/wiki/CT_bo#Import_Fields CT#ImpTab]] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
		+	** '''Date Fields''' - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
		+	*** These ranges corresponds with CT fields: [[CT_bo#Estimated_Pick_Up_Date | Estimated Pickup Date]], [[CT_bo#Actual_Pick_Up_Date |Actual Pickup Date]], Estimated Departure Date, Actual Departure Date, Estimated Arrival Date, Actual Arrival Date, [[CT_bo#Estimated_Delivery_Date | Estimated Delivery Date]], [[CT_bo#Actual_Delivery_Date | Actual Delivery Date]].
		+	** '''Non-CT Fields''' - [[TBD]]. Filter fields of report which don't are fields of CT, but related to it, ''for example'' Salesman.
		+	* Each field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.
		+	* On the '''Output''' tab (see [[#Figure 1. Main Form Output tab | Figure 1]]) provides additional output control:
		+	** Lines Per CT Option
		+	** Option for CT hyper link
		+	** Ordering of output fields
-	===== Created On Date =====	+	=== SD: Add more flexibility ===
-	* ''label on xls:''  Date Created	+
-	* ''mapping:'' [[CT#Created On Date]]	+
-	===== Cargo Available =====	+	* 1) specified [[#Option for CT hyper link (BR)]] made as an option on Output tab in the form of "Display CT# as hyperlink" checkbox. see [[#Figure 1. Main Form Output tab | Figure 1]]
-	* ''label on xls:''  Date Available	+	** checked state of checkbox means that shipments will be displayed as a hyperlink
-	* ''mapping:'' [[CT#Cargo Available]]	+	* 2) specified [[#Lines Per CT Option (LIPCO)]] made as an option on Output tab in the form of "Commodity Lines Per CT" dropdown. see [[#Figure 1. Main Form Output tab | Figure 1]].
		+	** dropdown takes two states: "show all commodity lines for one CT" and "show only commodity summary (one line)"
-	===== Cargo Due =====	+	== Figures ==
-	* ''label on xls:''  Due Date	+
-	* ''mapping:'' [[CT#Cargo due]]	+
-	==== Ship from State ====	+	=== Figure 0. Main Form General Fields tab ===
-	* ''label on xls:''  Ship from State	+	[[File:AllCTFieldsMainForm1.gif]]
-	* ''mapping:'' State from [[CT#Pick Up]]	+	=== Figure 1. Main Form Output tab ===
-		+	[[File:MainFormOutput.gif]]
-	===== Ship from Zip =====	+	=== Figure 2. Main Form Commodity Fields tab ===
-	* ''label on xls:''  Ship from Zip	+	[[File:MainFormCommodity.gif]]
-	* ''mapping:'' Zip from [[CT#Pick Up]]	+	=== Figure 3. Main Form Export Fields tab ===
-		+	[[File:MainFormExport.gif]]
-	===== Ship to State =====	+	=== Figure 4. Main Form Import Fields tab ===
-	* ''label on xls:''  Ship to State	+	[[File:MainFormImport.gif]]
-	* ''mapping:'' State [[Ct#Delivery_To]]	+	=== Figure 5. Main Form Date Fields tab ===
-		+	[[File:MainFormDateFields.gif]]
-	===== Ship to Zip =====	+	=== Figure 6. Main Form Non-CT Fields tab ===
-	* ''label on xls:''  Ship to Zip	+	[[File:MainFormNonCTFields.gif]]
-	* ''mapping:'' State [[Ct#Delivery_To]]	+	=== Figure 7. Output tab ===
-		+	[[File:OutputTab Defs.JPG]]
-	===== SKU =====	+
-	* ''label on xls:''  SKU	+
-	* ''mapping:'' [[Commodity#SKU]]	+
-		+
-	===== Gross KG =====	+
-	* ''label on xls:''  Gross KG	+
-	* ''mapping:'' [[Commodity#Grand_Total:_Gross_Kg]]	+
-		+
-	===== Gross LB =====	+
-	* ''label on xls:''  Gross LB	+
-	* ''mapping:'' [[Commodity#Grand_Total:_Gross_Lb]]	+
	== History ==		== History ==
	=== m1846 ===		=== m1846 ===
-	* http://mantis.jaguarfreight.com/mantis/view.php?id=1846	+	* http://ct.jaguarfreight.com/mantis/view.php?id=1846
	==== BA ====		==== BA ====
	* See [[#Option for CT hyper link (BR)]]		* See [[#Option for CT hyper link (BR)]]
-	* [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=8996 current revision]	+	* [http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=8996 current revision]
-		+
-	=== m1998 ===	+
-	* http://mantis.jaguarfreight.com/mantis/view.php?id=1998	+
-		+
-	==== BA 1998 ====	+
-		+
-	* 1) Have all CT fields available on all CT reports - see [[#BR: Make ALL CT fields available for output and filtering]]	+
-	* 2) Make report filters & output more flexible for every report [[#BR: Add more flexibility]]	+
-		+
-	==== SA 1998 ====	+

---

Current revision as of 20:59, 12 August 2011

Contents 1 Info 2 Business Need (MO) 3 BR: Business Requirements 3.1 BR: Lines Per CT Option 3.2 Option for CT hyper link (BR) 3.3 BR: Add more flexibility 4 SD: Systems Design 4.1 Standard User Interface 4.1.1 Select From 4.1.2 Selected List 4.2 Show Estimated Date if Actual Date is empty 4.3 Lines Per CT Option (LIPCO) 4.3.1 LIPCO multi line 4.3.2 LIPCO one line 4.4 Option for CT hyper link 4.4.1 CT Num with hyperlink 4.4.2 CT Num without hyperlink 4.5 SD: Rules for labels 4.6 SD: Output Fields 4.7 SD: Make ALL CT fields available for output and filtering 4.8 SD: Add more flexibility 5 Figures 5.1 Figure 0. Main Form General Fields tab 5.2 Figure 1. Main Form Output tab 5.3 Figure 2. Main Form Commodity Fields tab 5.4 Figure 3. Main Form Export Fields tab 5.5 Figure 4. Main Form Import Fields tab 5.6 Figure 5. Main Form Date Fields tab 5.7 Figure 6. Main Form Non-CT Fields tab 5.8 Figure 7. Output tab 6 History 6.1 m1846 6.1.1 BA

[edit] Info

• parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2036

[edit] Business Need (MO)

[edit] BR: Business Requirements

[edit] BR: Lines Per CT Option

Need 2 options: show all commodity lines for one CT or only commodity summary (one line)

[edit] Option for CT hyper link (BR)

Biz Need:

• Option to display or not display CT # on output excel without hyperlink.

Suggested Design:

• Add checkbox on Output Tab provide this option.

[edit] BR: Add more flexibility

• 1) add #Option for CT hyper link (BR) as an option for every report
• 2) add #Lines Per CT Option (LIPCO) as an option for every report

[edit] SD: Systems Design

[edit] Standard User Interface

[edit] Select From

See #Figure 7. Output tab

[edit] Selected List

See #Figure 7. Output tab

[edit] Show Estimated Date if Actual Date is empty

In some reports we have only one column for given date instead of one for actual and one for estimated. In this case for some reports this logic is applied.

Example: if "Actual Delivery Date" is empty then display "Estimated Delivery Date" (under "Delivery Date" header)

[edit] Lines Per CT Option (LIPCO)

[edit] LIPCO multi line

In this case system must show all commodity lines for one CT. See example below.

Non Commodity table field values would have to be repeated (including CT#)

[edit] LIPCO one line

In this case on output system must show only one line for one CT. Commodity information must be summarized. For example see CT# 199001 below.

If CT has more than one line in Commodity Table then:

• for Commodity Table numerical columns (Plts, Weight, etc) show total number
• for Commodity Table character column (SKU, PO, etc) show any one value and add "++" at the end indicating that there are more

[edit] Option for CT hyper link

[edit] CT Num with hyperlink

• mapping: CT#CT Num
• this number is a hyperlink to Client App OR Internal App (View or Edit)

[edit] CT Num without hyperlink

• mapping: CT#CT Num

[edit] SD: Rules for labels

• • on Output tab - show Standard Long Label
  • on HTML View and Spreadsheet - show Standard Short Label

[edit] SD: Output Fields

Most fields are defined in respective business object wikis:

• CT
• Commodity
• etc

[edit] SD: Make ALL CT fields available for output and filtering

• Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See Figure 0.
• Non-CT fields that included to report grouped on "Non-CT Fields" tab.
• List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields".
• List of fields for each tab:
  • General Fields - TBD, presumably all fields of [CT#GenTab].
  • Commodity Fields - TBD, presumably all fields on [CT#ContTab] of CT.
  • Export Fields - TBD, presumably all fields of [CT#ExpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
  • Import Fields - TBD, presumably all fields of [CT#ImpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
  • Date Fields - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
    • These ranges corresponds with CT fields: Estimated Pickup Date, Actual Pickup Date, Estimated Departure Date, Actual Departure Date, Estimated Arrival Date, Actual Arrival Date, Estimated Delivery Date, Actual Delivery Date.
  • Non-CT Fields - TBD. Filter fields of report which don't are fields of CT, but related to it, for example Salesman.
• Each field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.
• On the Output tab (see Figure 1) provides additional output control:
  • Lines Per CT Option
  • Option for CT hyper link
  • Ordering of output fields

[edit] SD: Add more flexibility

• 1) specified #Option for CT hyper link (BR) made as an option on Output tab in the form of "Display CT# as hyperlink" checkbox. see Figure 1
  • checked state of checkbox means that shipments will be displayed as a hyperlink
• 2) specified #Lines Per CT Option (LIPCO) made as an option on Output tab in the form of "Commodity Lines Per CT" dropdown. see Figure 1.
  • dropdown takes two states: "show all commodity lines for one CT" and "show only commodity summary (one line)"

[edit] Figures

[edit] Figure 0. Main Form General Fields tab

[edit] Figure 1. Main Form Output tab

[edit] Figure 2. Main Form Commodity Fields tab

[edit] Figure 3. Main Form Export Fields tab

[edit] Figure 4. Main Form Import Fields tab

[edit] Figure 5. Main Form Date Fields tab

[edit] Figure 6. Main Form Non-CT Fields tab

[edit] Figure 7. Output tab

[edit] History

[edit] m1846

• http://ct.jaguarfreight.com/mantis/view.php?id=1846

[edit] BA

• See #Option for CT hyper link (BR)
• current revision