External Manufacturer Interface

From UG

(Difference between revisions)
Jump to: navigation, search
(Figure 2. External Manufacturer Interface (New Tab with Hold Status selected))
(Figure 2. External Manufacturer Interface (Approved Tab))
 
(52 intermediate revisions not shown)
Line 6: Line 6:
== Functionality ==
== Functionality ==
 +
=== View Shipment ===
 +
This allows user to view the shipment record.
 +
* User selects a shipment record
 +
* User clicks '''View''' button OR '''double clicks''' on a shipment record - see [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]]
 +
* It brings user to read only view page - see [[Shipper_Interface#Figure_8._View_Info_-_General_Tab]]
 +
 +
=== Set Approval Status ===
 +
This allows user to set approval status for the shipment order whether it is approved, on hold, or rejected.
 +
* See - [[#Figure 5. Set approval status for an individual Shipment ]] for an individual shipment
 +
* See - [[#Figure 1. External Manufacturer Interface (New Tab) ]] on New Tab
 +
 +
==== Approve ====
 +
Approve the entire quantity entered.
 +
 +
* User approves many shipments at once
 +
:* User selects shipments by checking checkboxs
 +
:* User sets approval status by selecting '''Approve''' from the dropdown list
 +
:* User clicks '''Apply'''
 +
:* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
 +
:** See example - [[Shipper_Interface#E-mail_Notifications]]
 +
 +
* User approves one shipment at a time
 +
* There are 2 ways to do it.
 +
:* User selects shipment and clicks '''View''' button or double clicks on the shipment
 +
:* '''OR''' User selects a shipment by checking a checkbox for a particular shipment
 +
:** See [[#Figure 5. Set approval status for an individual Shipment ]] and [[]]
 +
:* User sets approval status by selecting '''Approve''' from the dropdown list
 +
:* User clicks '''Apply''' button
 +
:* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
 +
:** See example - [[Shipper_Interface#E-mail_Notifications]]
 +
 +
==== Hold ====
 +
Hold with or without a date for the entire quantity entered.
 +
 +
===== Hold with Date =====
 +
This date feature acts as a ‘hold to ship date’ – meaning hold until xx/xx/xxxx before scheduling the pick up.  This date cannot be changed 48 hours prior to the date selected.
 +
 +
:* User selects shipments by checking checkboxs or select individual shipment by double clicks on the shipment record or checks on the shipment record
 +
:* User sets approval status by selecting '''Hold''' from the dropdown list
 +
:* Date box is shown to select - See [[#Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)]]
 +
:* User selects date
 +
:* User clicks '''Apply''' button
 +
:* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]]
 +
:* User clicks [OK]
 +
:* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
 +
:** See example - [[Shipper_Interface#E-mail_Notifications]]
 +
 +
===== Hold without Date =====
 +
User sets the status on hold without date - meaning that user can come back to re-set the status to '''Approve''', '''Reject''', or '''Hold''' with date anytime
 +
 +
:* User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
 +
:* User sets approval status by selecting '''Hold''' from the dropdown list
 +
:* Date box is shown to select - See [[#Figure 3. External Manufacturer Interface (New Tab with Hold Status selected)]] and [[#Figure 6. Set approval Status to Hold on an individual shipment]]
 +
:* User leaves date blank
 +
:* User clicks '''Apply''' button
 +
:* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]]
 +
:* User clicks [OK]
 +
:* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
 +
:** See example - [[Shipper_Interface#E-mail_Notifications]]
 +
 +
==== Reject ====
 +
Reject the entire quantity entered, including a comment feature.
 +
 +
The comment feature allows the planner to note “why” this shipment was placed on hold (this is for the suppliers benefit as well).
 +
 +
:* User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
 +
:* User sets approval status by selecting '''Reject''' from the dropdown list
 +
:* User clicks '''Apply''' button
 +
:* Comment window pop-up for user to enter - see [[#Figure 4. Comment window pop-up ]]
 +
:* User clicks [OK]
 +
:* The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX (this is the CyberTrax number) was rejected by external manufacturer planner's name with the date and time, including the comments entered.
 +
 +
=== Password protected web based access ===
 +
See [[Shipper_Interface#Password_protected_web_based_access]]
== Systems Design and Prototype ==
== Systems Design and Prototype ==
 +
=== User Profile from Non-Jaguar Users Profile ===
 +
See - [[Shipper_Interface#EM_user_profile]]
 +
 +
=== Domestic Shipping Portal ===
 +
==== Tabs ====
 +
:* New Tab - See [[#Figure 1. External Manufacturer Interface (New Tab) ]]
 +
:* Approved Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]]
 +
:** Condition: '''Approved by''' field will be updated on the record when the shipment is approved by whom and when
 +
:* Hold Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New 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 2. External Manufacturer Interface (All Tabs except New Tab)  ]]
 +
:** Condition: '''Approved by''' field will be updated on the record when the shipment is rejected by whom and when
 +
:* Delivered Tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab) ]].
 +
:** Condition: Actual delivery date is not empty - same logic as Delivered Tab on Client and Internal App
 +
:* Archived tab - See [[#Figure 2. External Manufacturer Interface (All Tabs except New Tab)]].
 +
:** Condition: Same logic as Delivered Tab on Client and Internal App
 +
 +
==== 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
 +
 +
==== Shipment List table ====
 +
:* Check box
 +
:** Display - Only on New Tab
 +
:* 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
 +
 +
==== Buttons ====
 +
:* View
 +
:** Display - All tabs
 +
:** Functionality - [[#View shipment ]]
 +
:* Apply
 +
:** Display - New and Hold Tabs
 +
:* Date box
 +
:** Display - New and Hold Tabs when ''Hold'' option is selected
 +
* Paging
 +
* Sorting
 +
 +
==== General Tab ====
 +
:* All fields from [[Shipper_Interface#General_Tab]] - view ONLY
 +
:* Set Approval Status
 +
:** Display - New and Hold shipments
 +
:* Hold Date - Schedule Date for Approval
 +
:** Display - Hold shipments ONLY
 +
 +
==== Comment ====
 +
:* Pop-up window for user to enter comment when user places shipment on ''Hold'' or ''Reject'' the shipment
 +
:** See - [[#Figure 4. Comment window pop-up ]]
== Figures ==
== Figures ==
Line 14: Line 152:
[[File:ApproveCTList.JPG]]
[[File:ApproveCTList.JPG]]
-
=== Figure 2. External Manufacturer Interface (All Tabs except New Tab) ===
+
=== Figure 1a. External Manufacturer Interface (New Tab with Hold Status selected) ===
-
[[File:ApproveCTTab.JPG]]
+
[[File:HoldCTListNew.JPG]]
-
=== Figure 2. External Manufacturer Interface (New Tab with Hold Status selected) ===
+
=== Figure 1b. External Manufacturer Interface (New Tab with Hold Status and Schedule Approval Date) ===
 +
[[File:HoldCTListNew1 1.JPG]]
 +
 
 +
=== Figure 2. External Manufacturer Interface (Approved Tab) ===
 +
[[File:ApproveCTTabEM.JPG]]
 +
 
 +
=== Figure 3. External Manufacturer Interface (Hold Tab) ===
[[File:HoldCTList.JPG]]
[[File:HoldCTList.JPG]]
 +
 +
=== Figure 4. Comment window pop-up ===
 +
[[File:CommentWindow.JPG]]
 +
 +
=== Figure 5. Set approval status for an individual Shipment ===
 +
[[File:GeneralCreateWithStatus.JPG]]
 +
 +
=== Figure 6. Set approval Status to Hold on an individual shipment ===
 +
[[File:GeneralCreateWithStatus2.JPG]]

Current revision as of 19:15, 14 June 2010

Contents

[edit] Introduction

[edit] General Info

See #Shipper_Interface#Data_dictionary

[edit] Functionality

[edit] View Shipment

This allows user to view the shipment record.

[edit] Set Approval Status

This allows user to set approval status for the shipment order whether it is approved, on hold, or rejected.

[edit] Approve

Approve the entire quantity entered.

  • User approves many shipments at once
  • User selects shipments by checking checkboxs
  • User sets approval status by selecting Approve from the dropdown list
  • User clicks Apply
  • The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.
  • User approves one shipment at a time
  • There are 2 ways to do it.
  • User selects shipment and clicks View button or double clicks on the shipment
  • OR User selects a shipment by checking a checkbox for a particular shipment
  • User sets approval status by selecting Approve from the dropdown list
  • User clicks Apply button
  • The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX was approved by external manufacturer planner's name at yy:zz AM/PM (EST) on DD-MON-YYYY.

[edit] Hold

Hold with or without a date for the entire quantity entered.

[edit] Hold with Date

This date feature acts as a ‘hold to ship date’ – meaning hold until xx/xx/xxxx before scheduling the pick up. This date cannot be changed 48 hours prior to the date selected.

[edit] Hold without Date

User sets the status on hold without date - meaning that user can come back to re-set the status to Approve, Reject, or Hold with date anytime

[edit] Reject

Reject the entire quantity entered, including a comment feature.

The comment feature allows the planner to note “why” this shipment was placed on hold (this is for the suppliers benefit as well).

  • User selects shipments by checking checkbox or select individual shipment by double clicks on the shipment record or checks on the shipment record
  • User sets approval status by selecting Reject from the dropdown list
  • User clicks Apply button
  • Comment window pop-up for user to enter - see #Figure 4. Comment window pop-up
  • User clicks [OK]
  • The system will send a status notification to the shipper (supplier) advising that his/her shipment record number XX (this is the CyberTrax number) was rejected by external manufacturer planner's name with the date and time, including the comments entered.

[edit] Password protected web based access

See Shipper_Interface#Password_protected_web_based_access

[edit] Systems Design and Prototype

[edit] User Profile from Non-Jaguar Users Profile

See - Shipper_Interface#EM_user_profile

[edit] Domestic Shipping Portal

[edit] Tabs

[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

  • Check box
    • Display - Only on New Tab
  • 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

[edit] Buttons

  • View
  • Apply
    • Display - New and Hold Tabs
  • Date box
    • Display - New and Hold Tabs when Hold option is selected
  • Paging
  • Sorting

[edit] General Tab

  • All fields from Shipper_Interface#General_Tab - view ONLY
  • Set Approval Status
    • Display - New and Hold shipments
  • Hold Date - Schedule Date for Approval
    • Display - Hold shipments ONLY

[edit] Comment

[edit] Figures

[edit] Figure 1. External Manufacturer Interface (New Tab)

File:ApproveCTList.JPG

[edit] Figure 1a. External Manufacturer Interface (New Tab with Hold Status selected)

File:HoldCTListNew.JPG

[edit] Figure 1b. External Manufacturer Interface (New Tab with Hold Status and Schedule Approval Date)

File:HoldCTListNew1 1.JPG

[edit] Figure 2. External Manufacturer Interface (Approved Tab)

File:ApproveCTTabEM.JPG

[edit] Figure 3. External Manufacturer Interface (Hold Tab)

File:HoldCTList.JPG

[edit] Figure 4. Comment window pop-up

File:CommentWindow.JPG

[edit] Figure 5. Set approval status for an individual Shipment

File:GeneralCreateWithStatus.JPG

[edit] Figure 6. Set approval Status to Hold on an individual shipment

File:GeneralCreateWithStatus2.JPG

Personal tools