Receiving Report

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Current revision as of 14:25, 7 June 2010

[edit] General

parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2061

[edit] Business Need (MO)

This wiki section is managed by: Module Owner

Core business need - Unknown.

[edit] Detailed Design

This wiki section is managed by: Systems Analyst

[edit] MOT (SA)

For Truck-domestic only.

[edit] Hard coded conditions (SA)

We need to report all CTs that are:

(CT#On Customer Hold = false)
and (CT#Pending Approval = false)
and (CT#Actual_Delivery_Date is empty)

[edit] Filters (SA)

Same as in Trucking Optimization Report.

[edit] Output (SA)

[edit] Types of output (SA)

Spreadsheet only.

[edit] Header

Jaguar logo
Report Name
Date and Time
List of filters selected
Number of CTs

Example:

Receiving Report																				
28-May-2010 02:57 PM CDT																																								
Client Companies: E.A. USA Domestic																				
453 shipment(s)

[edit] Columns

1) Fields to include - see below

Commodity#PO related to CT#CT Num
Commodity#SKU related to CT#CT Num
Commodity#Qty related to CT#CT Num
Commodity#Plts related to CT#CT Num
Commodity#Loose Pkgs related to CT#CT Num
Commodity#Gross_Lb related to CT#CT Num

Address#Company related to CT#Delivery To
Address#Phone related to CT#Delivery To
Address#City related to CT#Delivery To
Address#State related to CT#Delivery To
Address#Zip related to CT#Delivery To

2) Default settings for Reports_Output#Selected_List- all fields.

3) Use Reports_Output#LIPCO_multi_line

4) Label for each field - see below:


CT#

Created On
Cargo available
Actual Pick Up Date
Actual Delivery Date

Pick Up Company 
Pick Up Phone
Pick Up City
Pick Up State
Pick Up Zip

PO
SKU
Qty
Plts  
Loose Pkgs  
Gross Lb  

Deliver To Company (! changed)
Delivery Phone
Delivery City
Delivery State 
Delivery Zip

Pick Up Trucker
Delivery Trucker

[edit] Tabs

One tab

[edit] Sort Order (SA)

Sort by CT#Actual Delivery Date; earliest on the top.

[edit] Schedule vs Generate (SA)

Need both.

[edit] History

[edit] m2062

http://mantis.jaguarfreight.com/mantis/view.php?id=2062

last in production !!!

[edit] BA 2062

see #Business_Requirements

[edit] SA 2062

see #Detailed Design

last revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=10474

[edit] m2081

Mantis: 2081

[edit] SA 2081

Add "Delivery Trucker" as a possible output
Spec is updated: Y
Final Version 10710

[edit] m2098

Mantis: 2098

[edit] SA 2098

Add "Qty" as a possible output
Spec is updated: Y
Final Version 11030

[edit] Archived BR

last edition with BR: 11031

[edit] m2097

logic added to: #Columns. See below
- CT#Actual Pick Up Date
  - apply Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty
- CT#Actual Delivery Date
  - apply Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty

spec was updated
final version: 11081

[edit] Header section added

@@ Line 9: / Line 9: @@
 ''This wiki section is managed by: [[Module Owner]]''
 Core business need - Unknown.
-See also xls provided by Module Owner attached to http://mantis.jaguarfreight.com/mantis/view.php?id=2061
 </div>
-== Business Requirements ==
-<div style="background-color:Moccasin;">
-''This wiki section is managed by: [[Business Analyst]]''
-=== Summary (BR) ===
-* It is similar in nature to [[In Transit]].
-* Urgently needed for [[NATP]].
-=== MOT (BR) ===
-For Truck-Domestic only.
-=== Hard coded conditions (BR) ===
-We need to report all CTs that are:
- CREATED
- and  (NOT "ON HOLD")
- and	(NOT "PENDING APPROVAL")
- and	(NOT DELIVERED)
-=== Filters (BR) ===
-Minimum: Same as in [[Trucking Optimization Report]].
-Maximum: all CT fields.
-=== Output (BR)===
-==== Types of output (BR) ====
-Spreadsheet only.
-==== Columns(BR) ====
-<pre>
- CT#	(text, not hyperlink)
- date created
- date available
- pick up date
- delivery date
-   ------------- (origin / supplier information)
- Supplier
- Tel #
- City
- State
- ZIP
- ------------
- PO #
- SKU/Item
- Qty
- Plts
- Lose Ctns
- Gross Wt (LB) with LB Label
- ------------ Consignee / delivery location
- Consignee
- City
- State
- ZIP
- Telephone #
- ------------ Trucker info
- Trucker Name
-</pre>
-==== Tabs ====
-One tab
-====  Sort Order (BR) ====
-Sort by delivery date; earliest on the top.
-===  Schedule vs Generate (BR) ===
-Need both.
-===  Related Workflow (BR) ===
-Unknown.
-</div>
-<!-- ----------------------------------------------------------------------------->
 == Detailed Design ==
@@ Line 131: / Line 42: @@
 Spreadsheet only.
-==== Columns (SA) ====
+==== Header ====
-) Fields to include - see below
+* Jaguar logo
+* Report Name
+* Date and Time
+* List of filters selected
+* Number of CTs
-) Order on xls (left to right) as below
+Example:
+ Receiving Report
+-May-2010 02:57 PM CDT
+ Client Companies: E.A. USA Domestic
+shipment(s)
+==== Columns ====
+) Fields to include - see below
 * [[CT#CT_Num]]
@@ Line 142: / Line 66: @@
 * [[CT#Cargo available]]
 * [[CT#Actual Pick Up Date]]
+** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
 * [[CT#Actual Delivery Date]]
+** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
 * [[Address#Company]] related to [[CT#Pick Up]]
@@ Line 165: / Line 91: @@
 * [[CT#Pick Up Trucker]]
 * [[CT#Delivery Trucker]]
+) Default settings for [[Reports_Output#Selected_List]]- all fields.
 ) Use [[Reports_Output#LIPCO_multi_line]]
@@ Line 253: / Line 181: @@
 === Archived BR ===
 * last edition with BR: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11031 11031]
+=== m2097 ===
+* logic added to: [[#Columns]]. See below
+** [[CT#Actual Pick Up Date]]
+*** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
+** [[CT#Actual Delivery Date]]
+*** apply [[Reports_Output#Show_Estimated_Date_if_Actual_Date_is_empty]]
+* spec was updated
+* final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Receiving_Report&oldid=11081 11081]
+=== Header section added ===