Shipper Interface

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[[Category:Shipper Interface]]
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[[Category:ClientEtc]]
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== Functionality ==
 +
=== Add shipment ===
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This allows user to add new shipment record with some information
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== Intro ==
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* User clicks '''Add''' button - see '''Add''' button [[#Figure 3 New Tab with no CT(s)]]
 +
* It brings user to create shipment page (GenTab) - see [[#Figure 4 Add shipment(s) ]]
 +
* User clicks '''Save''' button in order to save shipment information
 +
* If user clicks '''Save''' button before entering in all majority required fields THEN
 +
** Error warning message: Some of the required fields are not complete, please review and update. [OK] - see [[#Figure 5 Error warning message on save ]]
 +
** ELSE Preview and disclaimer message: see [[#Figure 7 Preview and Disclaimer message on save]]
 +
** AND Confirmation message: see [[#Figure 8 Confirmation message on save]]
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This is a new module therefore at this moment it is not clear what components are required or affected. As a result all requirements are documented in this "main" article for now.
 
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== CBN: Core Business Need ==
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=== Edit shipment ===
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<div style="background-color:DarkSalmon;">
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This allows user to edit shipment record information when shipment is on '''New Tab''' and pick up trucker or pick up date has not been assigned.
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''This wiki section is managed by: [[Module Owner]]''
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* User selects a shipment record
 +
* User Clicks '''Edit''' button - see '''Edit''' button [[#Figure 3 New Tab with no CT(s)]]
 +
:* IF [[Ct#Export_Pick_Up_Trucker]] '''AND''' [[Ct#Estimated_Export_Pick_Up_Date]] is '''EMPTY''' THEN shipment record CAN BE EDITED! ELSE shipment record is lock for read ONLY
 +
:* Message pop-up showing: '''This record cannot be edited because either pick up trucker or pick up date has been assigned. Please contact Jaguar Freight.''' [OK]
 +
* It brings user to shipment record edit page  - see [[#Figure 25 Edit shipment from New Tab (for shipper ONLY) ]]
 +
* User clicks Save button in order to save shipment information
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Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:
 
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* 1) significantly cut man hours at Jaguar
 
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* 2) streamline / minimize communications
 
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Later (in 1-3 months) another big problem should be solved with a help of Shipper Interface: complicated approval process.
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=== Delete shipment ===
 +
This allows user to delete shipment when shipment is on New Tab and pick up trucker or pick up date has not been assigned.  
 +
* User selects a shipment record
 +
* User clicks '''Delete''' button - see '''Delete''' button [[#Figure 3 New Tab with no CT(s)]]
 +
:* IF [[Ct#Export_Pick_Up_Trucker]] '''OR''' [[Ct#Estimated_Export_Pick_Up_Date]] is '''NOT EMPTY''' THEN shipment record CANNOT BE DELETED!
 +
:* Warning pop-up message: '''This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned.''' [OK]
 +
:* ELSE Warning pop-up message: '''Are you sure that you would like to delete this shipment record?''' [Yes][No][Cancel]
 +
:** If ''Yes'', shipment record can be deleted, shipment is removed from the records
 +
:** If ''No'' or ''Cancel'', shipment record stays as it is
 +
 +
 +
=== View shipment ===
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This allows user to view the shipment record.
 +
 +
* User selects a shipment record
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* User clicks '''View''' button OR '''double clicks''' on a shipment record
 +
* It brings user to read only view page - see [[#Figure 26 View an approved shipment from Approved Tab (Shipper/EM/Planner)]]
 +
 +
 +
=== Copy shipment ===
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This allows user to copy or clone a shipment from any tab in order to create a new shipment with pre-filled info and update any of the necessary fields for external manufacturer re-approval
 +
 +
* User selects a shipment
 +
* User clicks '''Copy''' button on a particular shipment record that he would like to update
 +
* User updates info such as quantity,...etc
 +
* User clicks '''Save''' button in order to save shipment information and create a new shipment record on New Tab
 +
 +
 +
=== Save shipment ===
 +
This allows user to save shipment information
 +
 +
* User clicks '''Save''' button for a particular shipment record
 +
* Condition: Quantity cannot be zero and all majority fields MUST be entered before allowing to save
 +
:* Warning pop-up message: This shipment cannot be saved, ( ) field cannot be blank [OK]
 +
* Shipment is saved and generate shipment number
 +
 +
 +
=== Notifications feature ===
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Ability for user to opt-in/out to receive notification on '''My Profile'''
 +
 +
First Stage: User receives all notifications
 +
 +
Second Stage: Opt-in/out to receive notification (setting from My Profile)
 +
 +
==== E-mail Notifications ====
 +
* An e-mail notification will be sent automatically reconfirming back to the user(shipper) the information they have entered.
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:* You have created (XX) shipment(s) for ''PO Issued by'' shipping from ''Pick up locatiom (company, city)'' to ''Deliver location ''.
 +
:* For example:
 +
You have created ''3'' shipment(s) for ''CEI Holmdel'' shipping from ''GANNET WAREHOUSE, NJ'' to ''CEI Holmdel, NJ''.
 +
''CT#11111''
 +
''CT#11112''
 +
''CT#11113''
   
   
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</div>
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* An e-mail notification will be sent automatically to the user(shipper) when the approval status for shipment record(s) has been updated by external manufacturer's planner.
 +
:* Approve the entire quantity entered.
 +
:* Hold with or without a date for the entire quantity entered.
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:* Reject the entire quantity entered.
 +
* The system will send a status notification to the user(shipper) advising that your record XX was approved by planner’s name (external manufacturer planner's name) at (time) on (date).
 +
:* For example:
 +
Your shipment record ''CT#11111''' has been ''approved'' by ''John Smith'' at ''10:00 AM (EST)'' on ''9-Jun-2010''.
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== BR: Business Requirements and Design Ideas ==
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Your shipment record ''CT#11112''' has been placed ''on hold'' by ''John Smith'' at ''10:00 AM (EST)'' on ''9-Jun-2010''. ''Wait to approve''.
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<div style="background-color:Moccasin;">
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 +
Your shipment record ''CT#11113''' has been ''rejected'' by ''John Smith'' at ''10:00 AM (EST)'' on ''9-Jun-2010''. ''Only require 10000 pieces''.
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''This wiki section is managed by: [[Business Analyst]]''
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=== Adding new address by Shipper User ===
 +
* Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.
 +
:* Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
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:* It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
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:* New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
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:* There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
 +
:* '''NOTE for Dev:''' Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)
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Required core functionality:
 
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* web based system to accommodate functionality below:
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=== Password protected web based access ===
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** add, edit, delete, view CTs
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* 2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
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** E Query functionality
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* If user is only a shipper, THEN user logs on straightly to the Domestic Shipping Portal
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** [[#BR: Lock for edit condition]]
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* General client user logs on straightly to CyberTrax Homepage
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* should be password protected
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*  
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=== BR: Lock for edit condition ===
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== Systems Design and Prototype ==
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Lock the record once a pick up trucker or estimated date is assigned
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=== User Profile from Non-Jaguar Users Profile ===
 +
* Create an account from Non-Jaguar Users Profile
 +
:* User can be at least one role or up to 3 roles:
 +
:** Client
 +
:*** Select E0.Client Company - Visible the shipments that belong to E0.Client Company
 +
:** Shipper
 +
:*** Check Shipper field and select the E0. Client Company that would be created for
 +
:** External Manufacturer
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:*** Check External field and select PO.issued by company on dropdown list
 +
:* From this example, admin creates an account for a user as a shipper role only
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=== BR: password protected web based access ===
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==== Shipper User profile ====
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* See  [[#Figure 1a Create Shipper Account from Non-Jaguar User]]
 +
* Do a similar things as creating a client user account for part A. General Info
 +
* Set Part B. Visibility
 +
:** Visibility should be set properly
 +
:* Shipper checkbox - checked
 +
:* Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
 +
:** For example: E.A USA Domestic
 +
:** System automatically updates this field '''E0.Client Company''' on internal app as "E.A USA Domestic" when user create a shipment on shipper interface
 +
* Set Part C. Link to Address book
 +
:* This address automatically updates '''Shipper''' field on Shipper Interface and welcome user log in message on user profile
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* M.O. prefers to "expand" Client App
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==== EM user profile ====
 +
* See [[#Figure 1b Create EM (planner) Account from Non-Jaguar User]]
 +
* Do a similar things as creating a client user account for part A. General Info
 +
* Set Part B. Visibility
 +
:** Visibility should be set properly
 +
:* External Manufacturer checkbox - checked
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:* P.O Issued by - select company that external Manufacturer can approve the shipment for
 +
:** For example: CEI Holmdel
 +
:** When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY
 +
* Set Part C. Link to Address book
 +
:* This address is for welcome message on user profile
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* Login Screen has TWO options:
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=== Summary ===
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** 1) To Create a CT
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** 2) To log into client app homepage
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** We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
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* Log on to client application as a shipper or an external manufacturer
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** add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
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:* See [[#Figure 2. Shipper logs In ]]
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** Set "E0. Client Company" = E.A. USA Domestic  
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:* '''Domestic Shipping Portal''' button
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*** this will also define E0 field
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:** This navigates user to Demestic Shipping Portal
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** Part C. Link to Address Book = <this is a link to Shipper's company and user location>
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:** See [[#Domestic Shipping Portal ]]
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*** must be T2 only!
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:** Case of External Manufacturer - See [[External_Manufacturer_Interface]]
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:* '''CyberTrax Homepage''' button
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:** This navigates user to client homepage
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=== BR: Add CT ===
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=== Domestic Shipping Portal ===
 +
==== Tabs ====
 +
:* New Tab - See [[#Figure 3. New Tab ]]
 +
:* Approved Tab - See [[#Figure 4. Approved Tab ]]
 +
:** Condition: '''Approved by''' field will be updated on the record when the shipment is approved by whom and when
 +
:* Hold Tab - See [[#Figure 4. Approved Tab  ]]
 +
:** Condition 1 '''Approved by''' field will be updated on the record when the shipment is hold by whom and when
 +
:* Rejected Tab - See [[#Figure 4. Approved Tab ]]
 +
:** Condition: '''Approved by''' field will be updated on the record when the shipment is rejected by whom and when
 +
:* Delivered Tab - See [[#Figure 4. Approved Tab]].
 +
:** Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
 +
:* Archived tab - See [[#Figure 4. Approved Tab ]].
 +
:** Condition: Same logic as Delivered Tab on Client and Internal App
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This could be on one tab or multiple tabs
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==== Filter: Client Company ====
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The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
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:* Client Company
 +
:** Label: Client Company
 +
:** Widget: [[Listbox]] with only list of client companies that shipper was created
 +
:** Buttons:
 +
:*** Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
 +
:*** Clear: reset information
 +
:*** Condition: This applies for all tabs
 +
:*** For example, if user selects client company filter and clicks '''Apply''' then it applies for all tabs
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==== BR: Gen Tab fields ====
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==== Shipment List table ====
 +
:* CT#
 +
:** Display - All tabs
 +
:* Created On
 +
:** Display - All tabs
 +
:* Pick Up Location
 +
:** Display - All tabs
 +
:* Delivery Location P.O
 +
:** Display - All tabs
 +
:* SKU
 +
:** Display - All tabs
 +
:* Qty
 +
:** Display - All tabs
 +
:* Copy button
 +
:** Display - Only Rejected Tab
 +
==== Buttons ====
 +
:* Add
 +
:** Display - Only on New Tab
 +
:** See [[#Add CT]]
 +
:** Functionality - [[#Add shipment ]]
 +
:* View
 +
:** Display - All tabs
 +
:** Functionality - [[#View shipment ]]
 +
:* Edit
 +
:** Display - Only on New Tab
 +
:** Lock for edit condition: IF [[Ct#Export_Pick_Up_Trucker]] '''OR''' [[Ct#Estimated_Export_Pick_Up_Date]] is '''NOT EMPTY''' THEN shipment record is '''READ ONLY'''
 +
:** Functionality - [[#Edit shipment ]]
 +
:* Delete
 +
:** Display - Only on New Tab
 +
:** Functionality - [[#Delete shipment ]]
 +
* Paging
 +
* Sorting
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System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
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==== Add CT ====
 +
* Create CT page
 +
:* Pop-up window - see [[#Figure 6. Add CT(s)- General Tab ]]
 +
:* MOT: Default to Truck- Domestic - Hidden field
 +
:* Pre-filled E0.Client Company field - hidden field
 +
:** Mapping: E0.Client company from Non-Jaguar user > '''Create CT for E0.Client Company''' if there is only one client company
 +
:** For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to ''EA USA Domestic''
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* E0. Client Company:
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'''OR'''
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** system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
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:* default to blank if there is many different E0.Client Companies that shipper can create for
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*** [IE - E.A. USA Domestic]
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:** For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies
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*** (not visible = not on the screen )
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* E1
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* First Stage: We are offering for the first example for shipper to create shipment for only one client company. Future: we can make it more flexible for shipper in order to create shipments for many client companies.!!!
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**  system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
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** (not visible)
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* C. Customer Ref #:
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==== General Tab ====
 +
* See [[#Figure 6. Add CT(s)- General Tab ]]
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* 2. Shipper (T1):
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'' E0. Client Company:''
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** pre-filled based on "Part C. Link to Address Book in Non Jag profile"
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:* Label: E0. Client Company
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** ??? editable ???
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:* Widget: [[Combobox]]
-
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:* Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility> Shipper."Create CT for Client Company in Non Jag profile"
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* 5. Export Pick-up (T4):
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:* Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
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** required
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:* Required: Yes
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** provide list from Address book;
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:* NOTE: this is not visible for Shipper User, system automatically updates this field for internal app
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** same as on internal but only list USA/Canada addresses
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*** [do we need a filter???]
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*** must be defined as a parameter in Non Jag profile, not hard coded
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* 3. Consignee (T2):
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''E1. Visibility 1:''
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** required
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:* Label: E1. Visibility 1
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** same as on internal but only list USA/Canada addresses
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:* Widget: [[Combobox]]
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*** [do we need a filter???]
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:* Mapping: None
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*** must be defined as a parameter in Non Jag profile, not hard coded
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:* Required: Yes
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** system should copy to Delivery to as usual
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:* Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
 +
:* NOTE: this is not visible for Shipper User, system automatically updates this field for internal app
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* Created by
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''Shipper:''
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** read only
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:* Label: Shipper:
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:* Widget: Read Only [[Combobox]] without C button
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:* Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
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:* Default: value from Jag User profile part C address book
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:* Required: Yes
 +
:* Note: Not editable! No clear button
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* "Time CT Created"
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''Pick-Up Location:''
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** new CT2 field !
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:* Label: Pick-Up Location:
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** read only
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:* Widget: Read Only for selected list [[Combobox]] with Clear(C) button
 +
:* Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
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:* Default: Yes - copy company address from Shipper field
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:* Note: C button - clear button, once it is clear, this box can be editable.
 +
:* Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....
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* Created on date
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''Ship To Location:''
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** read only
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:* Label: Ship To Location:
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:* Widget: Read Only for selected list [[Combobox]] with Clear(C) button
 +
:* Mapping: Address book> Consignee (T2) ONLY list USA/Canada address
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:* Default: blank
 +
:* Required: Yes
 +
:* Note: C button - clear button, once it is clear, this box can be editable.
 +
:* Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....
-
* 7. Pick-up Comments:
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''P.O. Issued by:''
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:* Label: P.O. Issued by:
 +
:* Widget: [[Listbox]]
 +
:* Mapping: Admin> P.O. Issued by - See [[External_Manufacturer_Address_book]]
 +
:* Default: blank
 +
:* Required: Yes
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* 15. Commodity description:
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''Pick-up Instruction:''
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** required
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:* Label: Pick-up Instruction:
 +
:* Widget: [[textarea]]
 +
:* Mapping: n/a
 +
:* Default: blank
 +
:* Required: No
-
* Cargo Available:
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''Commodity description:''
 +
:* Label: Commodity description:
 +
:* Widget: [[textarea]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
* Cargo Due:
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''Cargo Available:''
 +
:* Label: Cargo Available:
 +
:* Widget: [[datebox]]
 +
:* Mapping: None
 +
:* Default: Copy from ''Create On''
 +
:* Condition: Allow user to edit this date to today, tomorrow, the next day date ONLY.
-
==== BR: Cont Tab fields ====
+
''Created by''
 +
:* Combine created by, Time CT Created, and Created on field
 +
:* Label: Created by
 +
:* Widget: Read ONLY [[textbox]]
 +
:* Mapping: Non-Jag user profile
 +
:* Default: current shipper user login First and Last names
 +
:* Mapping: CT_bo#Created_On_Date
 +
:* Default: System Date stamps when shipment is first created
 +
:* Mapping: System Timestamps
 +
:* Default: System Timestamps when shipment is first created
-
Everything we have on internal but: copy, move functionality
+
''P.O''
 +
:* Label: P.O.
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
==== BR: Query Tab fields ====
+
''SKU''
-
+
:* Label: SKU
-
Allow Client functionality.
+
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
This feature is lower priority.
+
''Qty''
 +
:* Label: Qty
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
=== BR: Edit CT ===
+
''Item Description''
 +
:* Label: Item Description
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
Ability to open record and edit fields above unless [[#BR: Lock for edit condition]] is true.
+
''# Plt''
 +
:* Label: # Plt
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
After record is locked show read-only version.
+
''pkgs on plt''
 +
:* Label: Pkgs on Plt
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
=== BR: Delete CT ===
+
''Loose pkgs''
 +
:* Label: Loose pkgs
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
Allow unless [[#BR: Lock for edit condition]] is true
+
''GW''
 +
:* Label: GW with unit option [Lbs/Kgs]
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: Lbs
-
=== BR: View CTs ===
+
''Piece price''
 +
:* Label: Piece price
 +
:* Widget: [[textbox]]
 +
:* Mapping: n/a
 +
:* Default: blank
-
If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
+
''Total Value''
 +
:* Label: Total Value
 +
:* Widget: Read only [[textbox]]
 +
:* Mapping: n/a
 +
:* Value: ''Qty * Piece price''
 +
:* Default: blank
-
</div>
+
''Haz/Non-Haz''
 +
:* Label: Haz/Non-Haz
 +
:* Widget: [[Listbox]]
 +
:* Mapping: n/a
 +
:* Value: [Yes][No]
 +
:* Default: No
 +
 
 +
''Stackable''
 +
:* Label: Commodity description:
 +
:* Widget: [[Listbox]]
 +
:* Mapping: n/a
 +
:* Value: [Yes][No]
 +
:* Default: Yes
 +
 
 +
''Approved by''
 +
:* Combine approved by, Time Date Stamps
 +
:* Label: Approved by
 +
:* Widget: Read ONLY [[textbox]]
 +
:* Condition: It takes action when the shipment is Approved, Rejected, or On Hold
 +
:* Mapping: Non-Jag user profile
 +
:* Default: current EM's planner user login First and Last names
 +
:* Mapping: System Time Date Stamps
 +
:* Default: System Date stamps when shipment is Approved, Rejected, or On Hold
 +
:* Mapping: System Timestamps
 +
:* Default: System Timestamps when shipment is Approved, Rejected, or On Hold
 +
:* Note: This field will ONLY appear on the record when the shipment was Approved, Rejected, or On Hold.
 +
 
 +
''Clear'' button
 +
:* Check commodity line(s) then click Clear button, info is reset to blank for that line(s)
 +
 
 +
''Save'' button
 +
:* Click Save button, System checks whether all majority fields are entered before all info is saved in the system
 +
:* If at least one of the majority fields are not entered, then system will not allow records to be saved and show warning message
 +
:* Each line of commodity table will be generated individual shipment record (CT#)
 +
:** For example, there are 10 lines of filled PO/SKU(s), system will generate 10 different shipment records after user clicks ''Save'' button
 +
 
 +
''Delete'' button
 +
:* Click Delete button, message warning pop-up condition below:
 +
:** IF [[Ct#Export_Pick_Up_Trucker]] '''OR''' [[Ct#Estimated_Export_Pick_Up_Date]] is '''NOT EMPTY''' THEN shipment record CANNOT BE DELETED!
 +
:** Warning pop-up message: '''This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned.''' [OK]
 +
:** ELSE Warning message: '''Are you sure that you would like to delete this shipment record?''' [Yes][No][Cancel]
 +
:*** If ''Yes'', shipment record can be deleted
 +
:*** If ''No'' or ''Cancel'', shipment record stays as it is
 +
 
 +
=== CyberTrax Homepage ===
 +
* Under Shipment List menu
 +
:* Default: Live Tab
 +
:* Current functionalities
 +
:* Additional Condition:
 +
:** Shipment that is approved by EM should be showing on Live tab on Client and Internal application as well as Approved Tab on Shipper Interface and External Manufacturer Interface!!!
== Figures ==
== Figures ==
-
=== Figure 1. Shipper logs In ===
+
 
 +
 
 +
=== Figure 1a  Create Shipper Account from Non-Jaguar User ===
 +
[[File:Shipper User for EA Dom and Jackel.JPG]]
 +
 
 +
=== Figure 1b  Create EM (planner) Account from Non-Jaguar User===
 +
[[File:Planner User John at Arden Stamford.JPG]]
 +
 
 +
=== Figure 2. Shipper/EM/Client logs In ===
[[File:ShipperInterfaceLogin.JPG]]
[[File:ShipperInterfaceLogin.JPG]]
-
=== Figure 2. Shipper creates CT ===
+
=== Figure 3 New Tab with no CT(s)===
-
[[File:ShipperInterfaceCreateCT.JPG]]
+
[[File:CreatedCTListWithOutCT.JPG]]
-
=== Figure 3. Create Shipper Account from Non-Jaguar User ===
+
=== Figure 4 Add shipment(s) ===
-
[[]]
+
[[File:GeneralCreateCT1.JPG]]
 +
 
 +
=== Figure 5 Error warning message on save ===
 +
[[File:ErrorFieldsRequired.JPG]]
 +
 
 +
=== Figure 6 Add shipment(s) with 3 Commodity lines ===
 +
[[File:GeneralCreateAdd3Commo.JPG]]
 +
 
 +
=== Figure 7 Preview and Disclaimer message on save===
 +
[[File:DisclaimerAndPreview.JPG]]
 +
 
 +
=== Figure 8 Confirmation message on save ===
 +
[[File:ConfirmationWith3records.JPG]]
 +
 
 +
=== Figure 9 New Tab (shipper) with 3 shipment records ===
 +
[[File:NewTabShipper.JPG]]
 +
 
 +
=== Figure 10 New Tab (EM/planner) with 3 shipment records ===
 +
[[File:NewTabEM.JPG]]
 +
 
 +
=== Figure 11 New Tab (set to Approve status: EM/Planner)===
 +
[[File:NewTabToApproveEM.JPG]]
 +
 
 +
=== Figure 12 Approved Tab (shipper) ===
 +
[[File:ApproveTabShipper.JPG]]
 +
 
 +
=== Figure 13 Approved Tab (EM/Planner) ===
 +
[[File:ApproveTabEM.JPG]]
 +
 
 +
=== Figure 14 New Tab (set to Hold status: EM/Planner) ===
 +
[[File:NewToHoldEM.JPG]]
 +
 
 +
=== Figure 15 Comment pop-up window on Hold/Reject ===
 +
[[File:CommentWindow.JPG]]
 +
 
 +
=== Figure 16 Hold Tab (shipper) ===
 +
[[File:HoldTabShipper.JPG]]
 +
 
 +
=== Figure 17 Hold Tab (EM/planner) ===
 +
[[File:HoldTabEM.JPG]]
 +
 
 +
=== Figure 18 New Tab (set to Reject Status) (EM/planner) ===
 +
[[File:NewToRejectEM.JPG]]
 +
 
 +
=== Figure 19 Rejected Tab (shipper) ===
 +
[[File:RejectedTabShipper.JPG]]
 +
 
 +
=== Figure 20 Rejected Tab (EM/planner) ===
 +
[[File:RejectedTabEM.JPG]]
 +
 
 +
=== Figure 21 Delivered Tab (shipper) ===
 +
[[File:DeliveredTabShipper.JPG]]
 +
 
 +
=== Figure 22 Delivered Tab (EM/planner) ===
 +
[[File:DeliveredTabEM.JPG]]
 +
 
 +
=== Figure 23 Archived Tab (shipper) ===
 +
[[File:ArchivedTabShipper.JPG]]
 +
 
 +
=== Figure 24 Archived Tab (EM/planner) ===
 +
[[File:ArchivedTabEM.JPG]]
 +
 
 +
=== Figure 25 Edit shipment from New Tab (for shipper ONLY) ===
 +
[[File:EditCTShipper.JPG]]
 +
 
 +
=== Figure 26 View an approved shipment from Approved Tab (Shipper/EM/Planner) ===
 +
[[File:ViewCTShipper.JPG]]
 +
 
 +
=== Figure 27 View (On Hold) shipment (EM/planner) ===
 +
[[File:ViewCTEM.JPG]]
== History ==
== History ==
Line 158: Line 517:
* final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
* final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
* revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086
* revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086
 +
 +
 +
==== SA 2078 ====
 +
* Spec is updated: Y
 +
* NOTE: BR section above is not updated. Requirement is changed.
 +
* Final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface&oldid=11787 11787]

Current revision as of 21:25, 16 June 2010


Contents

[edit] Functionality

[edit] Add shipment

This allows user to add new shipment record with some information


[edit] Edit shipment

This allows user to edit shipment record information when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

  • IF Ct#Export_Pick_Up_Trucker AND Ct#Estimated_Export_Pick_Up_Date is EMPTY THEN shipment record CAN BE EDITED! ELSE shipment record is lock for read ONLY
  • Message pop-up showing: This record cannot be edited because either pick up trucker or pick up date has been assigned. Please contact Jaguar Freight. [OK]


[edit] Delete shipment

This allows user to delete shipment when shipment is on New Tab and pick up trucker or pick up date has not been assigned.

  • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
  • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
  • ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
    • If Yes, shipment record can be deleted, shipment is removed from the records
    • If No or Cancel, shipment record stays as it is


[edit] View shipment

This allows user to view the shipment record.


[edit] Copy shipment

This allows user to copy or clone a shipment from any tab in order to create a new shipment with pre-filled info and update any of the necessary fields for external manufacturer re-approval

  • User selects a shipment
  • User clicks Copy button on a particular shipment record that he would like to update
  • User updates info such as quantity,...etc
  • User clicks Save button in order to save shipment information and create a new shipment record on New Tab


[edit] Save shipment

This allows user to save shipment information

  • User clicks Save button for a particular shipment record
  • Condition: Quantity cannot be zero and all majority fields MUST be entered before allowing to save
  • Warning pop-up message: This shipment cannot be saved, ( ) field cannot be blank [OK]
  • Shipment is saved and generate shipment number


[edit] Notifications feature

Ability for user to opt-in/out to receive notification on My Profile

First Stage: User receives all notifications

Second Stage: Opt-in/out to receive notification (setting from My Profile)

[edit] E-mail Notifications

  • An e-mail notification will be sent automatically reconfirming back to the user(shipper) the information they have entered.
  • You have created (XX) shipment(s) for PO Issued by shipping from Pick up locatiom (company, city) to Deliver location .
  • For example: 
You have created 3 shipment(s) for CEI Holmdel shipping from GANNET WAREHOUSE, NJ to CEI Holmdel, NJ. 
CT#11111
CT#11112
CT#11113
  • An e-mail notification will be sent automatically to the user(shipper) when the approval status for shipment record(s) has been updated by external manufacturer's planner.
  • Approve the entire quantity entered.
  • Hold with or without a date for the entire quantity entered.
  • Reject the entire quantity entered.
  • The system will send a status notification to the user(shipper) advising that your record XX was approved by planner’s name (external manufacturer planner's name) at (time) on (date).
  • For example: 
Your shipment record CT#11111' has been approved by John Smith at 10:00 AM (EST) on 9-Jun-2010. 

Your shipment record CT#11112' has been placed on hold by John Smith at 10:00 AM (EST) on 9-Jun-2010. Wait to approve.

Your shipment record CT#11113' has been rejected by John Smith at 10:00 AM (EST) on 9-Jun-2010. Only require 10000 pieces.

[edit] Adding new address by Shipper User

  • Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.
  • Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
  • It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
  • New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
  • There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
  • NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)


[edit] Password protected web based access

  • 2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
  • If user is only a shipper, THEN user logs on straightly to the Domestic Shipping Portal
  • General client user logs on straightly to CyberTrax Homepage

[edit] Systems Design and Prototype

[edit] User Profile from Non-Jaguar Users Profile

  • Create an account from Non-Jaguar Users Profile
  • User can be at least one role or up to 3 roles:
    • Client
      • Select E0.Client Company - Visible the shipments that belong to E0.Client Company
    • Shipper
      • Check Shipper field and select the E0. Client Company that would be created for
    • External Manufacturer
      • Check External field and select PO.issued by company on dropdown list
  • From this example, admin creates an account for a user as a shipper role only

[edit] Shipper User profile

    • Visibility should be set properly
  • Shipper checkbox - checked
  • Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
    • For example: E.A USA Domestic
    • System automatically updates this field E0.Client Company on internal app as "E.A USA Domestic" when user create a shipment on shipper interface
  • Set Part C. Link to Address book
  • This address automatically updates Shipper field on Shipper Interface and welcome user log in message on user profile

[edit] EM user profile

    • Visibility should be set properly
  • External Manufacturer checkbox - checked
  • P.O Issued by - select company that external Manufacturer can approve the shipment for
    • For example: CEI Holmdel
    • When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY
  • Set Part C. Link to Address book
  • This address is for welcome message on user profile

[edit] Summary

  • Log on to client application as a shipper or an external manufacturer

[edit] Domestic Shipping Portal

[edit] Tabs

  • New Tab - See #Figure 3. New Tab
  • Approved Tab - See #Figure 4. Approved Tab
    • Condition: Approved by field will be updated on the record when the shipment is approved by whom and when
  • Hold Tab - See #Figure 4. Approved Tab
    • Condition 1 Approved by field will be updated on the record when the shipment is hold by whom and when
  • Rejected Tab - See #Figure 4. Approved Tab
    • Condition: Approved by field will be updated on the record when the shipment is rejected by whom and when
  • Delivered Tab - See #Figure 4. Approved Tab.
    • Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
  • Archived tab - See #Figure 4. Approved Tab .
    • Condition: Same logic as Delivered Tab on Client and Internal App

[edit] Filter: Client Company

  • Client Company
    • Label: Client Company
    • Widget: Listbox with only list of client companies that shipper was created
    • Buttons:
      • Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
      • Clear: reset information
      • Condition: This applies for all tabs
      • For example, if user selects client company filter and clicks Apply then it applies for all tabs

[edit] Shipment List table

  • CT#
    • Display - All tabs
  • Created On
    • Display - All tabs
  • Pick Up Location
    • Display - All tabs
  • Delivery Location P.O
    • Display - All tabs
  • SKU
    • Display - All tabs
  • Qty
    • Display - All tabs
  • Copy button
    • Display - Only Rejected Tab

[edit] Buttons

  • Paging
  • Sorting

[edit] Add CT

  • Create CT page
  • Pop-up window - see #Figure 6. Add CT(s)- General Tab
  • MOT: Default to Truck- Domestic - Hidden field
  • Pre-filled E0.Client Company field - hidden field
    • Mapping: E0.Client company from Non-Jaguar user > Create CT for E0.Client Company if there is only one client company
    • For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to EA USA Domestic

OR

  • default to blank if there is many different E0.Client Companies that shipper can create for
    • For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies
  • First Stage: We are offering for the first example for shipper to create shipment for only one client company. Future: we can make it more flexible for shipper in order to create shipments for many client companies.!!!

[edit] General Tab

E0. Client Company:

  • Label: E0. Client Company
  • Widget: Combobox
  • Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility> Shipper."Create CT for Client Company in Non Jag profile"
  • Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
  • Required: Yes
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

  • Label: E1. Visibility 1
  • Widget: Combobox
  • Mapping: None
  • Required: Yes
  • Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

Shipper:

  • Label: Shipper:
  • Widget: Read Only Combobox without C button
  • Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
  • Default: value from Jag User profile part C address book
  • Required: Yes
  • Note: Not editable! No clear button

Pick-Up Location:

  • Label: Pick-Up Location:
  • Widget: Read Only for selected list Combobox with Clear(C) button
  • Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
  • Default: Yes - copy company address from Shipper field
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Ship To Location:

  • Label: Ship To Location:
  • Widget: Read Only for selected list Combobox with Clear(C) button
  • Mapping: Address book> Consignee (T2) ONLY list USA/Canada address
  • Default: blank
  • Required: Yes
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....

P.O. Issued by:

Pick-up Instruction:

  • Label: Pick-up Instruction:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank
  • Required: No

Commodity description:

  • Label: Commodity description:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank

Cargo Available:

  • Label: Cargo Available:
  • Widget: datebox
  • Mapping: None
  • Default: Copy from Create On
  • Condition: Allow user to edit this date to today, tomorrow, the next day date ONLY.

Created by

  • Combine created by, Time CT Created, and Created on field
  • Label: Created by
  • Widget: Read ONLY textbox
  • Mapping: Non-Jag user profile
  • Default: current shipper user login First and Last names
  • Mapping: CT_bo#Created_On_Date
  • Default: System Date stamps when shipment is first created
  • Mapping: System Timestamps
  • Default: System Timestamps when shipment is first created

P.O

  • Label: P.O.
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

SKU

  • Label: SKU
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Qty

  • Label: Qty
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Item Description

  • Label: Item Description
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

# Plt

  • Label: # Plt
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

pkgs on plt

  • Label: Pkgs on Plt
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Loose pkgs

  • Label: Loose pkgs
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

GW

  • Label: GW with unit option [Lbs/Kgs]
  • Widget: textbox
  • Mapping: n/a
  • Default: Lbs

Piece price

  • Label: Piece price
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Total Value

  • Label: Total Value
  • Widget: Read only textbox
  • Mapping: n/a
  • Value: Qty * Piece price
  • Default: blank

Haz/Non-Haz

  • Label: Haz/Non-Haz
  • Widget: Listbox
  • Mapping: n/a
  • Value: [Yes][No]
  • Default: No

Stackable

  • Label: Commodity description:
  • Widget: Listbox
  • Mapping: n/a
  • Value: [Yes][No]
  • Default: Yes

Approved by

  • Combine approved by, Time Date Stamps
  • Label: Approved by
  • Widget: Read ONLY textbox
  • Condition: It takes action when the shipment is Approved, Rejected, or On Hold
  • Mapping: Non-Jag user profile
  • Default: current EM's planner user login First and Last names
  • Mapping: System Time Date Stamps
  • Default: System Date stamps when shipment is Approved, Rejected, or On Hold
  • Mapping: System Timestamps
  • Default: System Timestamps when shipment is Approved, Rejected, or On Hold
  • Note: This field will ONLY appear on the record when the shipment was Approved, Rejected, or On Hold.

Clear button

  • Check commodity line(s) then click Clear button, info is reset to blank for that line(s)

Save button

  • Click Save button, System checks whether all majority fields are entered before all info is saved in the system
  • If at least one of the majority fields are not entered, then system will not allow records to be saved and show warning message
  • Each line of commodity table will be generated individual shipment record (CT#)
    • For example, there are 10 lines of filled PO/SKU(s), system will generate 10 different shipment records after user clicks Save button

Delete button

  • Click Delete button, message warning pop-up condition below:
    • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
    • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
    • ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
      • If Yes, shipment record can be deleted
      • If No or Cancel, shipment record stays as it is

[edit] CyberTrax Homepage

  • Under Shipment List menu
  • Default: Live Tab
  • Current functionalities
  • Additional Condition:
    • Shipment that is approved by EM should be showing on Live tab on Client and Internal application as well as Approved Tab on Shipper Interface and External Manufacturer Interface!!!

[edit] Figures

[edit] Figure 1a Create Shipper Account from Non-Jaguar User

File:Shipper User for EA Dom and Jackel.JPG

[edit] Figure 1b Create EM (planner) Account from Non-Jaguar User

File:Planner User John at Arden Stamford.JPG

[edit] Figure 2. Shipper/EM/Client logs In

File:ShipperInterfaceLogin.JPG

[edit] Figure 3 New Tab with no CT(s)

File:CreatedCTListWithOutCT.JPG

[edit] Figure 4 Add shipment(s)

File:GeneralCreateCT1.JPG

[edit] Figure 5 Error warning message on save

File:ErrorFieldsRequired.JPG

[edit] Figure 6 Add shipment(s) with 3 Commodity lines

File:GeneralCreateAdd3Commo.JPG

[edit] Figure 7 Preview and Disclaimer message on save

File:DisclaimerAndPreview.JPG

[edit] Figure 8 Confirmation message on save

File:ConfirmationWith3records.JPG

[edit] Figure 9 New Tab (shipper) with 3 shipment records

File:NewTabShipper.JPG

[edit] Figure 10 New Tab (EM/planner) with 3 shipment records

File:NewTabEM.JPG

[edit] Figure 11 New Tab (set to Approve status: EM/Planner)

File:NewTabToApproveEM.JPG

[edit] Figure 12 Approved Tab (shipper)

File:ApproveTabShipper.JPG

[edit] Figure 13 Approved Tab (EM/Planner)

File:ApproveTabEM.JPG

[edit] Figure 14 New Tab (set to Hold status: EM/Planner)

File:NewToHoldEM.JPG

[edit] Figure 15 Comment pop-up window on Hold/Reject

File:CommentWindow.JPG

[edit] Figure 16 Hold Tab (shipper)

File:HoldTabShipper.JPG

[edit] Figure 17 Hold Tab (EM/planner)

File:HoldTabEM.JPG

[edit] Figure 18 New Tab (set to Reject Status) (EM/planner)

File:NewToRejectEM.JPG

[edit] Figure 19 Rejected Tab (shipper)

File:RejectedTabShipper.JPG

[edit] Figure 20 Rejected Tab (EM/planner)

File:RejectedTabEM.JPG

[edit] Figure 21 Delivered Tab (shipper)

File:DeliveredTabShipper.JPG

[edit] Figure 22 Delivered Tab (EM/planner)

File:DeliveredTabEM.JPG

[edit] Figure 23 Archived Tab (shipper)

File:ArchivedTabShipper.JPG

[edit] Figure 24 Archived Tab (EM/planner)

File:ArchivedTabEM.JPG

[edit] Figure 25 Edit shipment from New Tab (for shipper ONLY)

File:EditCTShipper.JPG

[edit] Figure 26 View an approved shipment from Approved Tab (Shipper/EM/Planner)

File:ViewCTShipper.JPG

[edit] Figure 27 View (On Hold) shipment (EM/planner)

File:ViewCTEM.JPG

[edit] History

[edit] m2078

[edit] BA 2078


[edit] SA 2078

  • Spec is updated: Y
  • NOTE: BR section above is not updated. Requirement is changed.
  • Final version: 11787
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