Daily Report

From UG

Current revision as of 22:51, 21 December 2010

[edit] Parent Mantis

1597

[edit] 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.

[edit] Technical Specification

[edit] 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, including undefined MOT
• Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
• Report shows date time stamp and how many records are found (number)
• Report is sent to recipients on schedules via email.

[edit] User Interface

See #Figure 1. Schedule dropdown menu

[edit] Filters

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

Also see #Filters and Filters Matching Logic.

[edit] 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.

• Report should identify records where the CT_bo#E0_Client was updated since previous report.

• For example, IF CT# was created for E0.Client Company A, this MUST be showing on the result for Company A
  THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B.

[edit] 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 = "a") OR(Client Companies = "b")) AND ((Shippers = "c")OR(Shippers = "d"))
• If none of the filters are selected, generate ALL results.

[edit] 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

[edit] 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)

[edit] 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

• Reports_Output#Gross_KG
• Reports_Output#Gross_LB

• Commodity Item Invoice
  • Mapped to TBD
• Commodity Item Pieces Per Package
  • Mapped to TBD
• Commodity Item Package Type
  • Mapped to TBD

• 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

• Cargo Available
  • Mapped to CT#Cargo_available

• Ship from State
  • Mapped to CT#Pick_Up_State
• Ship from ZIP
  • Mapped to CT#Pick_Up_Zip

• Ship to State
  • Mapped to CT#Ship_to_State
• Ship to ZIP
  • Mapped to CT#Pick_Up_Zip

• Container Description
  • Mapped to Container#Container_Num
  • Showed as Container#, Size Type. Example: CONT-200222-1, 20 ft 1. HQ (1 of 2).
    • NOTE: Now is displayed 1st container for each P.O. (bug?) --Andrei 10:49, 2 September 2010 (EDT)
• Master Bill
  • Mapped to: if MOT=AIR: CT#MAWB, if MOT=Ocean: CT#MBL, otherwise leave blank.

• Shipper State
  • Mapped to CT#Shipper_State
• Shipper ZIP
  • Mapped to CT#Shipper_ZIP

• Consignee State
  • Mapped to CT#Consignee_State
• Consignee ZIP
  • Mapped to CT#Consignee_ZIP

• Ship from
  • Mapped to CT#Export_Pick_Up
• Ship to
  • Mapped to CT#Export_Delivery_To

[edit] Sort By Definitions

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

[edit] 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

[edit] Special Cases

TBD

[edit] Figures

[edit] Figure 1. Schedule dropdown menu

[edit] Figure 2. General Tab

[edit] Figure 3. Spreadsheet

[edit] History

[edit] Ver 1.1

• spec updated? No

• 0001882: (Daily) Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 (as in 0001880)

• see mantis #1880 for details

[edit] m2037

• http://mantis.jaguarfreight.com/mantis/view.php?id=2037

[edit] BA

In Output:

• Rename "Ttl G kg" into "Gross KG"
• Add Reports_Output#Gross__LB

[edit] Part 2

• Add these fields to Output:
  • Reports Output#Cargo Available
  • Reports Output#Ship from State
  • Reports Output#Ship from Zip
  • Reports Output#SKU
  • Reports Output#Ship to State
  • Reports Output#Ship to Zip

[edit] SA

• spec has been updated

[edit] m2084

• 2084

[edit] BA m2084

• Include CT records that the E0 Client is updated since the previous report
• Final version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Daily_Report&oldid=10720

[edit] SA m2084

• Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
• Spec is updated: Y
• Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
• Final version: 10729

[edit] BA m2211

Make CT # as a hyperlink (but if more multiple lines items for CT, do not repeat hyperlink, make only 1st mention of CT a hyperlink) MOT = Air, Ocean (FCL, LCL) & Truck Ocean/Air, but do no include domestic truck records if possible (?) MOT = Air - show the chargeable weight, if entered CT record export tab 17b: Chargeable weight, is greater than gross weight CT record content table Ttl GW. If not greater, show gross weight MOT = Ocean FCL , AW and MLB - show the actual container count per CT record

• IE CT record has container # AAAA 123456-7 & container # BBBB 456789-0, show container count: 2

MOT = Ocean LCL - show the total CBM Shipper Consignee

[edit] 0002211: (Daily) For ALL clients need to customize report

[edit] RFC