CyberTrax 2.1 Client (EA Stamford Planners Only)
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== Introduction == | == Introduction == | ||
| - | * Basic planner | + | * Basic planner(s) are able to ONLY approve new shipments on their New tab. |
| - | * Super planner | + | * Super planner(s) are able to approve all shipments on their New tab and Hold shipments on their Hold tab. |
* Once a shipment has been approved by a basic planner, the shipment will have an '''orange''' flag and stay on New tab. | * Once a shipment has been approved by a basic planner, the shipment will have an '''orange''' flag and stay on New tab. | ||
| + | * Once a shipment has been placed on hold, with or without a date, the shipment will have a "yellow" flag and stay on the New tab. | ||
* Once a shipment has been approved by a super planner, the shipment will have a '''green''' flag and move to Approved tab. | * Once a shipment has been approved by a super planner, the shipment will have a '''green''' flag and move to Approved tab. | ||
| - | * Basic planner and Super planner have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs. | + | * Basic planner(s) and Super planner(s) have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs. |
| - | * On New tab, | + | * On New tab, Basic planner(s) and Super planner are able to see the same list of shipments on their views except slightly different information columns will be displayed as listed below. |
:* Column for New Tab for Basic planner view: | :* Column for New Tab for Basic planner view: | ||
:** Status | :** Status | ||
:** CT Record | :** CT Record | ||
:** Created On | :** Created On | ||
| + | :** Cargo Due | ||
| + | :** Approved For | ||
:** Pick Up Location | :** Pick Up Location | ||
:** Delivery Location | :** Delivery Location | ||
| Line 23: | Line 26: | ||
:** CT Record | :** CT Record | ||
:** Created On | :** Created On | ||
| + | :** Cargo Due | ||
| + | :** Approved For | ||
:** Pick Up Location | :** Pick Up Location | ||
:** Delivery Location | :** Delivery Location | ||
| Line 31: | Line 36: | ||
:** Planner's name | :** Planner's name | ||
| - | == | + | == Case 1. Approve an individual shipment for basic planner == |
| - | Basic planner can approve one shipment at a time, by selecting a check box in front of the shipment record that | + | Basic planner(s) can approve one shipment at a time, by selecting a check box in front of the shipment record that they would like to set an approval status |
[[File:BasicPlannerLogonCT300488.JPG]] | [[File:BasicPlannerLogonCT300488.JPG]] | ||
| - | OR basic planner can view a specific shipment record and then set an approval status | + | OR basic(s) planner can view a specific shipment record and then set an approval status |
[[File:ApprovedView.JPG]] | [[File:ApprovedView.JPG]] | ||
| - | Basic planner cannot re-approve a shipment(s) that already was approved with an orange flag | + | Basic planner(s) cannot re-approve a shipment(s) that already was approved with an orange flag |
| - | * If | + | * If they select an approved shipment CT 300488 as shown below, the set approval status panel will be replaced by: "This shipment is pending final approval by super planner." |
[[File:BasicPlannerLogonCT300488Approve.JPG]] | [[File:BasicPlannerLogonCT300488Approve.JPG]] | ||
| Line 53: | Line 58: | ||
[[File:ApprovedViewApproved.JPG]] | [[File:ApprovedViewApproved.JPG]] | ||
| - | == | + | == Case 2. Approve many or all shipments at once for basic planner == |
| - | Basic planner can select all shipments by selecting a check box on the top of the column, all shipment records for that page will be selected and then he can set approval status and click "Apply" button. | + | Basic planner(s) can select all shipments by selecting a check box on the top of the column, all shipment records for that page will be selected and then he can set approval status and click the "Apply" button. |
[[File:BasicPlannerLogonAll.JPG]] | [[File:BasicPlannerLogonAll.JPG]] | ||
Constraint: | Constraint: | ||
| - | * If all shipments that | + | * If all shipments that are selected contain some shipments that were already approved by a basic planner, the system will not allow a basic planner to re-set the approval status for all shipments. An Error message will pop-up stating that "Some shipment(s) have already been approved. Please select only those new shipment(s) that you would like to approve." [OK] as figure below |
[[File:ErrApproved.JPG]] | [[File:ErrApproved.JPG]] | ||
| - | == | + | == Case 3. Shipment List for Basic Planner on New tab == |
[[File:BasicPlannerLogon.JPG]] | [[File:BasicPlannerLogon.JPG]] | ||
| - | == | + | == Case 4. Shipment List for Super Planner on New Tab == |
| - | View for super planner is slightly different from basic planner. | + | View for super planner is slightly different from basic planner. The Planner's name column is added and the Piece Price column is removed. |
[[File:SuperPlannerView.JPG ]] | [[File:SuperPlannerView.JPG ]] | ||
| - | == | + | == Case 5. Approve an individual shipment for Super Planner == |
| - | From figure below, | + | From the figure below, Super planner(s) can see that there are 3 records on the New tab, and 1 record has been approved by a basic planner, while the other 2 shipment records are not yet approved by a basic planner. The Super planner is able to either set the approval status for all shipments on New Tab, or set approval status for shipments individually. |
| - | Super planner decides to approve only one shipment. | + | Super planner(s) decides to approve only one shipment. |
[[File:SuperPlannerViewApproved.JPG]] | [[File:SuperPlannerViewApproved.JPG]] | ||
| - | == | + | == Case 6. Shipment List for both Super Planner and Basic Planner on Approved Tab == |
| - | Super planner decides to approve CT 300485 on the | + | Super planner(s) decides to approve CT 300485 on the New Tab. Once they approved this shipment, the shipment will be moved from New Tab to Approved Tab with a '''green''' flag as indicated below. |
[[File:SuperPlannerViewApprovedTab.JPG]] | [[File:SuperPlannerViewApprovedTab.JPG]] | ||
Current revision as of 21:52, 14 November 2011
[edit] Introduction
- Basic planner(s) are able to ONLY approve new shipments on their New tab.
- Super planner(s) are able to approve all shipments on their New tab and Hold shipments on their Hold tab.
- Once a shipment has been approved by a basic planner, the shipment will have an orange flag and stay on New tab.
- Once a shipment has been placed on hold, with or without a date, the shipment will have a "yellow" flag and stay on the New tab.
- Once a shipment has been approved by a super planner, the shipment will have a green flag and move to Approved tab.
- Basic planner(s) and Super planner(s) have the same shipment list view for Approved, Hold, Rejected, Delivered, and Archived tabs.
- On New tab, Basic planner(s) and Super planner are able to see the same list of shipments on their views except slightly different information columns will be displayed as listed below.
- Column for New Tab for Basic planner view:
- Status
- CT Record
- Created On
- Cargo Due
- Approved For
- Pick Up Location
- Delivery Location
- PO
- SKU
- Qty
- Piece Price
- Total Value
- Column for New Tab for Super planner view:
- Status
- CT Record
- Created On
- Cargo Due
- Approved For
- Pick Up Location
- Delivery Location
- PO
- SKU
- Qty
- Total Value
- Planner's name
- Column for New Tab for Basic planner view:
[edit] Case 1. Approve an individual shipment for basic planner
Basic planner(s) can approve one shipment at a time, by selecting a check box in front of the shipment record that they would like to set an approval status
OR basic(s) planner can view a specific shipment record and then set an approval status
Basic planner(s) cannot re-approve a shipment(s) that already was approved with an orange flag
- If they select an approved shipment CT 300488 as shown below, the set approval status panel will be replaced by: "This shipment is pending final approval by super planner."
- Same as on the view page
[edit] Case 2. Approve many or all shipments at once for basic planner
Basic planner(s) can select all shipments by selecting a check box on the top of the column, all shipment records for that page will be selected and then he can set approval status and click the "Apply" button.
Constraint:
- If all shipments that are selected contain some shipments that were already approved by a basic planner, the system will not allow a basic planner to re-set the approval status for all shipments. An Error message will pop-up stating that "Some shipment(s) have already been approved. Please select only those new shipment(s) that you would like to approve." [OK] as figure below
[edit] Case 3. Shipment List for Basic Planner on New tab
[edit] Case 4. Shipment List for Super Planner on New Tab
View for super planner is slightly different from basic planner. The Planner's name column is added and the Piece Price column is removed.
[edit] Case 5. Approve an individual shipment for Super Planner
From the figure below, Super planner(s) can see that there are 3 records on the New tab, and 1 record has been approved by a basic planner, while the other 2 shipment records are not yet approved by a basic planner. The Super planner is able to either set the approval status for all shipments on New Tab, or set approval status for shipments individually.
Super planner(s) decides to approve only one shipment.
[edit] Case 6. Shipment List for both Super Planner and Basic Planner on Approved Tab
Super planner(s) decides to approve CT 300485 on the New Tab. Once they approved this shipment, the shipment will be moved from New Tab to Approved Tab with a green flag as indicated below.
