Delivery Trailer Report

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(BA 2092)
(Columns: according to mantis #0002210 added note about format of Date columns.)
 
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[[Category:Delivery Trailer Report]]
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[[Category:OpsReps]]
== General Info ==
== General Info ==
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* parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
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* [[Parent Mantis]]: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
 +
* [[Original BR]]: [[Delivery_Trailer_Report_(BR)]]
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== CBN: Core Business Need ==
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== Detailed Design ==
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<div style="background-color:DarkSalmon;">
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''This wiki section is managed by: [[Module Owner]]''
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''This wiki section is managed by: [[Systems Analyst]]''
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Core business need is for Elizabeth Arden to keep report on Jaguar Freight's trucking optimization
 
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</div>
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=== MOT  ===
 +
For All Truck Modes
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== BR: Business Requirements and Design Ideas ==
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=== Hard coded conditions  ===
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<div style="background-color:Moccasin;">
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None
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''This wiki section is managed by: [[Business Analyst]]''
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=== Filters  ===
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=== Summary (BR) ===
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Two tabs - see below
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* It is similar in nature to [[Truck Detailed Manifest]] - See Figure 3b.
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* Urgently needed for [[NATP]].
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=== MOT (BR) ===
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==== General Filters ====
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For Truck-Domestic only.
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=== Filters (BR) ===
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'''Cargo Available Date:'''
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* See [[Reports_Filters#Cargo_Available_Date]]
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 +
'''Cargo Due Date:'''
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* See [[Reports_Filters#Cargo_Due_Date]]
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 +
'''No Archived'''
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* If this box is checked, THEN show all shipment(s) excludes archived shipments
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Minimum: the same as [[Receiving Report]].
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==== Virtual Group Filters ====
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Maximum: all CT fields.
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See [[Reports_Filters#Virtual_Group_Filters]]
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=== Output (BR)===
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=== Output ===
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* Spreadsheet consists of Header, Body, and footer
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* Header:
 +
** Report name
 +
** Date Time Stamp
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** Criteria (list of filter(s) selected)
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** Jaguar Logo
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* Body: (general info)
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** Consists of columns and rows
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*** Column: headings
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*** Row: shipment records
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*** Shipment records are grouped by Delivery Trailer #
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**** [[CT#DT_Number]]
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* Footer
 +
** There is no footer
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==== Types of output   ====
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==== Types of output (BR) ====
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Spreadsheet only.
Spreadsheet only.
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==== Columns(BR) ====
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==== Columns ====
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<pre>
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1) Fields to include - see [[#Fields list]]
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* First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.
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: NOTE: All '''Date''' columns should be in the date format, so they can be sort able by date.
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* Other columns not selected by default. See below list.
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CT# (text, not hyperlink)
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2) Default setting for all output list - Select From List
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date created
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:* See [[Reports_Output#Selected_List]]
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date available
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:* No output list on Selected List
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pick up date
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delivery date
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Cargo Due
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--------------
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Shipper (Shipper company name)
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-------------- (Pick up location information)
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Pick up location company
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Tel #
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City
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State
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ZIP
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------------
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PO #
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SKU/Item
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Quantity
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Plts
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Lose Ctns
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Gross Wt (LB) with LB Label
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CBM
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------------
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Consignee (Consignee company name)
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------------ (delivery location information)
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Delivery to location company name
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City
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State
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ZIP
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Telephone #
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------------ Trucker info
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Trucker Name Pick Up Trucker
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Trucker Name Delivery Trucker
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</pre>
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3) Delivery Trailer # is a heading for each body section
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:* [[CT#DT_Number]]
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 +
4) Each shipment records output displays CT# on the first column
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 +
5) Use [[Reports_Output#LIPCO_one_line]] - Short term (Long term - option to choose to display [[Reports_Output#LIPCO_multi_line]] or [[Reports_Output#LIPCO_one_line]]
 +
 
 +
6) Label for each field - use [[Standard_Short_Label]]
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 +
7) See [[#Figure 1. Delivery Trailer Report]]  - this is for an example of layout only.
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<!-- Use [[Standard Short Label]] -->
 +
 
 +
===== Fields list =====
 +
 
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* [[CT#CT_Num]]
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** use [[Reports_Output#CT_Num_without_hyperlink]]
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* [[CT#Created On]]
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* [[CT#Cargo available]]
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* [[CT#Actual Pick Up Date]]
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* [[CT#Actual Delivery Date]]
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* [[CT#Cargo_due]]
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* [[Address#Company]] related to [[Ct#Shipper]]
 +
 
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* [[Address#Company]] related to [[CT#Pick Up]]
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* [[Address#Phone]] related to [[CT#Pick Up]]
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* [[Address#City]] related to [[CT#Pick Up]]
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* [[Address#State]] related to [[CT#Pick Up]]
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* [[Address#Zip]] related to [[CT#Pick Up]]
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*  [[Commodity#PO]] related to [[CT#CT Num]]
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*  [[Commodity#SKU]] related to [[CT#CT Num]]
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*  [[Commodity#Qty]] related to [[CT#CT Num]]
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*  [[Commodity#Plts]] related to [[CT#CT Num]]
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*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
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*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
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*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
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* [[Address#Company]] related to [[Ct#Consignee]]
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* [[Address#Company]] related to [[CT#Delivery To]]
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* [[Address#Phone]] related to [[CT#Delivery To]]
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* [[Address#City]] related to [[CT#Delivery To]]
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* [[Address#State]] related to [[CT#Delivery To]]
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* [[Address#Zip]] related to [[CT#Delivery To]]
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* [[CT#Pick Up Trucker]]
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* [[CT#Delivery Trucker]]
==== Tabs ====
==== Tabs ====
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One tab
One tab
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====  Sort Order (BR) ====
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====  Sort Order (SA) ====
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Sort by delivery trailer #; earliest delivery date on the top.
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* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
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===  Schedule vs Generate (BR) ===
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* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
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Need both.
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===  Related Workflow (BR) ===
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===  Schedule vs Generate (SA) ===
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Unknown.
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Need both...
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</div>
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=== Typical use cases and workflow ===
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:''must have several various cases along with screenshots of input, outputs''
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:''use cases must be defined step by step''
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:''this section is to be completed together by SA and BA''
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== Detailed Design ==
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==== Example A ====
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<div style="background-color:DarkSeaGreen;" >
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 +
==== Example B ====
 +
 
 +
==== Example C ====
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</div>
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== Figures ==
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=== Figure 1. Delivery Trailer Report ===
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[[File:DTReport.JPG]]
== History ==
== History ==
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=== m2092 ===
=== m2092 ===
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
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* See [[Delivery_Trailer_Report#Detailed_Design]]
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==== BA 2092 ====
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* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11051 11051]
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* see [[#BR: Business Requirements and Design Ideas]]
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* Add Figure 1. [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11059 11059]
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* Update Spec: final revision: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11449]

Current revision as of 10:51, 12 August 2010


Contents

[edit] General Info

[edit] Detailed Design

This wiki section is managed by: Systems Analyst


[edit] MOT

For All Truck Modes

[edit] Hard coded conditions

None

[edit] Filters

Two tabs - see below

[edit] General Filters

Cargo Available Date:

Cargo Due Date:

No Archived

  • If this box is checked, THEN show all shipment(s) excludes archived shipments

[edit] Virtual Group Filters

See Reports_Filters#Virtual_Group_Filters

[edit] Output

  • 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
      • Shipment records are grouped by Delivery Trailer #
  • Footer
    • There is no footer

[edit] Types of output

Spreadsheet only.

[edit] Columns

1) Fields to include - see #Fields list

NOTE: All Date columns should be in the date format, so they can be sort able by date.

2) Default setting for all output list - Select From List

3) Delivery Trailer # is a heading for each body section

4) Each shipment records output displays CT# on the first column

5) Use Reports_Output#LIPCO_one_line - Short term (Long term - option to choose to display Reports_Output#LIPCO_multi_line or Reports_Output#LIPCO_one_line

6) Label for each field - use Standard_Short_Label

7) See #Figure 1. Delivery Trailer Report - this is for an example of layout only.

[edit] Fields list

[edit] Tabs

One tab

[edit] Sort Order (SA)

  • Each "Delivery Trailer" - Sort by CT#DT_Number; earliest on the top
  • All CTs lines for each "Delivery Trailer" - Sort by CT_bo#CT_Num; earliest on the top.

[edit] Schedule vs Generate (SA)

Need both...

[edit] Typical use cases and workflow

must have several various cases along with screenshots of input, outputs
use cases must be defined step by step
this section is to be completed together by SA and BA

[edit] Example A

[edit] Example B

[edit] Example C

[edit] Figures

[edit] Figure 1. Delivery Trailer Report

File:DTReport.JPG

[edit] History

[edit] m2092

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