External Manufacturer Interface

From UG

Current revision as of 19:15, 14 June 2010

[edit] Introduction

[edit] General Info

See #Shipper_Interface#Data_dictionary

[edit] Functionality

[edit] 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

[edit] 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

[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.
  • 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

[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.

• 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

[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

• 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

[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

• 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

[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
  • 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

[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

• 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

[edit] Figures

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

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

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

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

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

[edit] Figure 4. Comment window pop-up

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

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