Delivery Trailer Report

From UG

(Difference between revisions)
Jump to: navigation, search
(→BR: Business Requirements and Design Ideas)
(→Columns: according to mantis #0002210 added note about format of Date columns.)
 
(47 intermediate revisions not shown)
Line 1: Line 1:
-
[[Category:Delivery Trailer Report]]
+
[[Category:OpsReps]]
== General Info ==
== General Info ==
-
testttttt
+
* [[Parent Mantis]]: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
 +
* [[Original BR]]: [[Delivery_Trailer_Report_(BR)]]
-
* parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
+
== Detailed Design ==
-
== CBN: Core Business Need ==
+
''This wiki section is managed by: [[Systems Analyst]]''
-
<div style="background-color:DarkSalmon;">
+
-
''This wiki section is managed by: [[Module Owner]]''
 
-
Core business need is for Elizabeth Arden to keep report on Jaguar Freight's trucking optimization
 
-
+
=== MOT  ===
 +
For All Truck Modes
-
</div>
+
=== Hard coded conditions  ===
 +
None
-
== BR: Business Requirements and Design Ideas ==
+
=== Filters  ===
-
<div style="background-color:Moccasin;">
+
-
''This wiki section is managed by: [[Business Analyst]]''
+
Two tabs - see below
-
1) What MOT should be supported?
+
==== General Filters ====
-
* For Truck-Domestic only.
+
'''Cargo Available Date:'''
 +
* See [[Reports_Filters#Cargo_Available_Date]]
 +
 +
'''Cargo Due Date:'''
 +
* See [[Reports_Filters#Cargo_Due_Date]]
 +
 +
'''No Archived'''
 +
* If this box is checked, THEN show all shipment(s) excludes archived shipments
-
2) What are Hard coded conditions?
+
==== Virtual Group Filters ====
-
3) What Filters are required?
+
See [[Reports_Filters#Virtual_Group_Filters]]
-
* Minimum: the same as [[Receiving Report]].
+
=== Output  ===
-
* Maximum: all CT fields.
+
* 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 #
 +
**** [[CT#DT_Number]]
 +
* Footer
 +
** There is no footer
-
4) Output Requirements
+
==== Types of output  ====
-
* Spreadsheet only.
+
-
a) Types of output (xls, html, pdf, etc)
+
Spreadsheet only.
-
b) Columns(BR)
+
==== Columns ====
-
* First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.
+
1) Fields to include - see [[#Fields list]]
-
* Other columns not selected by default. See below list.
+
: NOTE: All '''Date''' columns should be in the date format, so they can be sort able by date.
-
CT# (text, not hyperlink)
+
2) Default setting for all output list - Select From List
-
date created
+
:* See [[Reports_Output#Selected_List]]
-
date available
+
:* No output list on Selected List
-
pick up date
+
-
delivery date
+
-
Cargo Due
+
-
--------------
+
-
Shipper (Shipper company name)
+
-
-------------- (Pick up location information)
+
-
Pick up location company
+
-
Tel #
+
-
City
+
-
State
+
-
ZIP
+
-
------------
+
-
PO #
+
-
SKU/Item
+
-
Quantity
+
-
Plts
+
-
Lose Ctns
+
-
Gross Wt (LB) with LB Label
+
-
CBM
+
-
------------
+
-
Consignee (Consignee company name)
+
-
------------ (delivery location information)
+
-
Delivery to location company name
+
-
City
+
-
State
+
-
ZIP
+
-
Telephone #
+
-
------------ Trucker info
+
-
Trucker Name Pick Up Trucker
+
-
Trucker Name Delivery Trucker
+
-
c) One Tabs or many tabs? If more than one then what is the logic?
+
3) Delivery Trailer # is a heading for each body section
 +
:* [[CT#DT_Number]]
-
* One tab
+
4) Each shipment records output displays CT# on the first column
-
d) Define Sort Order
+
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]]
-
* Sort by delivery trailer #; earliest delivery date on the top.
+
6) Label for each field - use [[Standard_Short_Label]]
-
e) Schedule only? Generate only? Or both?
+
7) See [[#Figure 1. Delivery Trailer Report]] - this is for an example of layout only.  
-
 
+
<!-- Use [[Standard Short Label]] -->
-
* Need both
+
-
 
+
-
5) What is a typical use case?
+
-
 
+
-
6) Additional info
+
-
 
+
-
* It is similar in nature to [[Truck Detailed Manifest]] - See Figure 3b.
+
-
 
+
-
</div>
+
-
 
+
-
== Detailed Design ==
+
-
<div style="background-color:DarkSeaGreen;" >
+
-
 
+
-
''This wiki section is managed by: [[Systems Analyst]]''
+
-
 
+
-
 
+
-
 
+
-
=== MOT (SA) ===
+
-
For Truck-domestic only.
+
-
 
+
-
=== Hard coded conditions (SA) ===
+
-
 
+
-
=== Filters (SA) ===
+
-
 
+
-
The same as in [[Trucking Optimization Report]].
+
-
 
+
-
=== Output (SA)===
+
-
 
+
-
==== Types of output (SA) ====
+
-
 
+
-
Spreadsheet only.
+
-
 
+
-
==== Columns (SA) ====
+
-
 
+
-
1) Fields to include - see below
+
-
 
+
-
2) Order on xls (left to right) as below
+
-
 
+
-
3) First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.
+
-
4) Other columns not selected by default. See below list
+
===== Fields list =====
* [[CT#CT_Num]]  
* [[CT#CT_Num]]  
Line 153: Line 103:
*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
*  [[Commodity#Loose Pkgs]] related to [[CT#CT Num]]
*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
*  [[Commodity#Gross_Lb]] related to [[CT#CT Num]]
 +
*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
* [[Address#Company]] related to [[Ct#Consignee]]
* [[Address#Company]] related to [[Ct#Consignee]]
Line 165: Line 116:
* [[CT#Delivery Trucker]]
* [[CT#Delivery Trucker]]
-
3) 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]])
+
==== Tabs ====
-
4) Label for each field - see below:
+
One tab
 +
====  Sort Order (SA) ====
 +
* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
-
<pre>
+
* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
-
CT#
+
===  Schedule vs Generate (SA) ===
 +
Need both...
-
Created On
+
=== Typical use cases and workflow ===
-
Cargo available
+
:''must have several various cases along with screenshots of input, outputs''
-
Actual Pick Up Date
+
:''use cases must be defined step by step''
-
Actual Delivery Date
+
:''this section is to be completed together by SA and BA''
-
Cargo Due
+
-
Shipper
+
==== Example A ====
 +
 +
==== Example B ====
-
Pick Up Company
+
==== Example C ====
-
Pick Up Phone
+
-
Pick Up City
+
-
Pick Up State
+
-
Pick Up Zip
+
-
PO
+
== Figures ==
-
SKU
+
=== Figure 1. Delivery Trailer Report ===
-
Qty
+
[[File:DTReport.JPG]]
-
Plts 
+
-
Loose Pkgs 
+
-
Gross Lb
+
-
CBM 
+
-
 
+
-
Consignee
+
-
 
+
-
Deliver To Company (! changed)
+
-
Delivery Phone
+
-
Delivery City
+
-
Delivery State
+
-
Delivery Zip
+
-
 
+
-
Pick Up Trucker
+
-
Delivery Trucker
+
-
 
+
-
</pre>
+
-
 
+
-
<!-- Use [[Standard Short Label]] -->
+
-
 
+
-
==== Tabs ====
+
-
 
+
-
One tab
+
-
 
+
-
==== Sort Order (SA) ====
+
-
 
+
-
Sort by [[CT#Actual Delivery Date]]; earliest on the top.
+
-
 
+
-
===  Schedule vs Generate (SA) ===
+
-
Need both.
+
-
 
+
-
</div>
+
== History ==
== History ==
Line 229: Line 148:
=== m2092 ===
=== m2092 ===
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2092 2092]
-
 
-
==== BA 2092 ====
 
-
* see [[#Business Requirements]]
 
-
* final version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=10894
 
-
 
-
==== SA 2092 ====
 
* See [[Delivery_Trailer_Report#Detailed_Design]]
* See [[Delivery_Trailer_Report#Detailed_Design]]
-
* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11027 11027]
+
* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11051 11051]
 +
* Add Figure 1. [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11059 11059]
 +
* 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

Retrieved from "https://wiki.jaguarfreight.com/Delivery_Trailer_Report"
Personal tools