Delivery Trailer Report

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(SA 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  ===
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For All Truck Modes
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== Detailed Design ==
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=== Hard coded conditions  ===
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<div style="background-color:DarkSeaGreen;" >
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None
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''This wiki section is managed by: [[Systems Analyst]]''
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=== Filters  ===
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Two tabs - see below
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==== General Filters ====
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=== MOT (SA) ===
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'''Cargo Available Date:'''
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For Truck-domestic only.
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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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=== Hard coded conditions (SA) ===
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==== Virtual Group Filters ====
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=== Filters (SA) ===
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See [[Reports_Filters#Virtual_Group_Filters]]
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The same as in [[Trucking Optimization Report]].
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=== Output  ===
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* Spreadsheet consists of Header, Body, and footer
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* Header:
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** Report name
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** 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
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** There is no footer
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=== Output (SA)===
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==== Types of output   ====
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==== Types of output (SA) ====
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Spreadsheet only.
Spreadsheet only.
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==== Columns (SA) ====
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==== Columns ====
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1) Fields to include - see below
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1) Fields to include - see [[#Fields list]]
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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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2) Order on xls (left to right) as below
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2) Default setting for all output list - Select From List
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:* See [[Reports_Output#Selected_List]]
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:* No output list on Selected List
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3) First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.
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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) Other columns not selected by default. See below list
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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]]
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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]] -->
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===== Fields list =====
* [[CT#CT_Num]]  
* [[CT#CT_Num]]  
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*  [[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]]
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*  [[Commodity#Grand_Total:_cbm]] related to [[CT#CT Num]]
* [[Address#Company]] related to [[Ct#Consignee]]
* [[Address#Company]] related to [[Ct#Consignee]]
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* [[CT#Pick Up Trucker]]
* [[CT#Pick Up Trucker]]
* [[CT#Delivery Trucker]]
* [[CT#Delivery Trucker]]
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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]])
 
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4) Label for each field - see below:
 
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<pre>
 
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CT#
 
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Created On
 
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Cargo available
 
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Actual Pick Up Date
 
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Actual Delivery Date
 
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Cargo Due
 
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Shipper
 
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Pick Up Company
 
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Pick Up Phone
 
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Pick Up City
 
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Pick Up State
 
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Pick Up Zip
 
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PO
 
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SKU
 
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Qty
 
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Plts 
 
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Loose Pkgs 
 
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Gross Lb
 
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CBM 
 
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Consignee
 
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Deliver To Company (! changed)
 
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Delivery Phone
 
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Delivery City
 
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Delivery State
 
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Delivery Zip
 
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Pick Up Trucker
 
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Delivery Trucker
 
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</pre>
 
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<!-- Use [[Standard Short Label]] -->
 
==== Tabs ====
==== Tabs ====
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====  Sort Order (SA) ====
====  Sort Order (SA) ====
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Sort by [[CT#Actual Delivery Date]]; earliest on the top.
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* Each "Delivery Trailer" - Sort by [[CT#DT_Number]]; earliest on the top
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* All CTs lines for each "Delivery Trailer" - Sort by [[CT_bo#CT_Num]]; earliest on the top.
===  Schedule vs Generate (SA) ===
===  Schedule vs Generate (SA) ===
Need both...
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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 +
==== Example A ====
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 +
==== Example B ====
 +
 
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==== Example C ====
== Figures ==
== Figures ==
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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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==== BA 2092 ====
 
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* see [[#Business Requirements]]
 
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* final version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Delivery_Trailer_Report&oldid=11049
 
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==== 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=11051 11051]
* 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]
* 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

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