Daily Report

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[[Category:OpsRepsCore]]
[[Category:OpsReps]]
[[Category:OpsReps]]
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== Parent Mantis ==
 +
[http://mantis.jaguarfreight.com/mantis/view.php?id=1597 1597]
== Business Needs and Requirements ==
== Business Needs and Requirements ==
-
This report is used to identify new shipments for the last 24 hours.
+
This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
-
== Intro ==
+
== Technical Specification ==
 +
=== Summary ===
-
* The result of this report is a number of CTs in the system that is generated daily for the last 24 hours or every date and time that user manages to sent the report to Clients via email.
+
* This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
-
* Report MUST include ALL records that are created since previous report
+
* Report MUST include ALL new shipments records that are created since previous report, including undefined MOT
-
* This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied filters
+
* Report MUST ALSO include shipment records that the [[CT_bo#E0_Client]] is updated since previous report
-
* Report is a "re-occurring" report (not a one time report)
+
* Report shows date time stamp and how many records are found (number)
-
* Report is based on Client Companies(E0)
+
* Report is sent to recipients on schedules via email.
-
* Report show date time stamp and how many records are found (number)
+
-
== Filters ==
+
=== User Interface ===
-
* Client Companies (E0 Client)
+
See [[#Figure 1. Schedule dropdown menu ]]
-
* Shippers:
+
-
* Consignees:
+
-
* Origin Countries:
+
-
* Destination Countries:
+
-
* Origin Regions:
+
-
* Destination Regions:
+
-
== Output ==
+
==== Filters ====
 +
All filters for user defined report conditions are on one tab - see [[#Figure 2. General Tab ]]
 +
 
 +
Also see [[#Filters and Filters Matching Logic]].
 +
 
 +
=== Hard Coded Conditions === 
 +
 
 +
* This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
 +
 
 +
* Report should use [[CT#Created On Date]] date field to identify when shipment was created.
 +
 
 +
* Report should identify records where the [[CT_bo#E0_Client]] was updated since previous report.
 +
:* ''For example,'' '''IF''' CT# was created for E0.Client ''Company A'', this '''MUST''' be showing on the result for ''Company A''<br>'''THEN''' later on this CT# was updated E0. Client Company from ''A'' to ''B'', this '''MUST''' be showing on the result for ''Company B''.
 +
 
 +
=== User Defined Conditions ===
 +
* See Figure 2 for general filters tab below
 +
* All filters are "multi select"
 +
* Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
 +
* Filters consist of several groups
 +
* Every filter is connected by '''AND''' and sub selections inside each filter combo-box are connected by '''OR'''
 +
** For example: ((Client Companies = "a") '''OR'''(Client Companies = "b")) '''AND''' ((Shippers = "c")'''OR'''(Shippers = "d"))
 +
* If none of the filters are selected, generate ALL results.
 +
 
 +
 
 +
 
 +
==== Filters and Filters Matching Logic ====
 +
 
 +
* [[Reports Filters#Client]]
 +
 
 +
* [[Reports Filters#Shipper]]
 +
 
 +
* [[Reports Filters#Consignee]]
 +
 
 +
* [[Reports Filters#Origin Country]]
 +
 
 +
* [[Reports Filters#Destination Country]]
 +
 
 +
* [[Reports Filters#Origin Region]]
 +
 
 +
* [[Reports Filters#Destination Region]]
 +
 
 +
=== Output ===
* Create output tab with list of output headings
* Create output tab with list of output headings
-
* Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
+
* Required default headings on the combo box, the rest of headings are in drop down filter output list
-
* List of headings
+
* List of headings [[#Columns Definitions]]
-
** CT# with link ->''defaulted on the combo box''
+
* See [[#Figure 3. Spreadsheet]] for output result (xls)
-
** Customer References# (GenTab C.Customer Ref)
+
 
-
** Transport Modes (GenTab F. Mode of Transport:)-> ''defaulted on the combo box''
+
==== Columns Definitions ====
-
** Shippers (GenTab 2.Shipper) ->''defaulted on the combo box''
+
 
-
** Consignees (GenTab 3.Consignee) ->''defaulted on the combo box''
+
* CT# with link (JG and Non-JG users)
-
** Origin Countries (GenTab 11. Origin country) -> ''defaulted on the combo box''
+
** Mapped to [[CT#CT Num]]
-
** Destination Countries (GenTab 12. Destination country) -> ''defaulted on the combo box''
+
** If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
-
** P.O (ContTab Table A.)-> ''defaulted on the combo box''
+
** If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
-
** SKU (ContTab Table A.)-> ''defaulted on the combo box''
+
** Default on the ''combo box'' selected list
-
** Quantity (ContTab Table A.) -> ''defaulted on the combo box''
+
 
-
** Item Description (ContTab Table A.)
+
* Customer References#  
-
** Ttl # of plts (ContTab Table A.)
+
** Mapped to [[CT#Customer Ref]]
-
** Ttl pkgs on pkgs (ContTab Table A.)
+
 
-
** Loose pkgs (ContTab Table A.)
+
* Transportation Modes
-
** Ttl G kg (ContTab Table A.)
+
** Mapped to [[CT#Mode Of Transport]]
-
** ''Custom fields'' (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
+
** Default on the ''combo box'' selected heading output list
-
** Total CBM (ContTab Table B.)
+
 
-
** Authorization [Y/N] (this field is not mapped to any field, it is always empty and allow user to manage it manually)-> ''defaulted on the combo box''
+
* Shippers
 +
** Mapped to [[CT#Shipper]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Consignees
 +
** Mapped to [[CT#Consignee]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Origin Countries  
 +
** Mapped to [[CT#Origin Country]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Destination Countries  
 +
** Mapped to [[CT#Destination Country]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* P.O.
 +
** Mapped to [[Commodity#PO]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* SKU
 +
** Mapped to [[Commodity#SKU]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Quantity
 +
** Mapped to [[Commodity#Qty]]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Item Description  
 +
** Mapped to [[Commodity#Description]]
 +
 
 +
* Ttl # of plts
 +
** Mapped to [[Commodity#Plts]]
 +
 
 +
* Ttl pkgs on plts
 +
** Mapped to [[Commodity#Pkgs On Plts]]
 +
 
 +
* Loose pkgs
 +
** Mapped to [[Commodity#Loose Pkgs]]
 +
 
 +
* [[Reports_Output#Gross_KG]]
 +
* [[Reports_Output#Gross_LB]]
 +
 
 +
* Commodity Item Invoice
 +
** Mapped to [[TBD]]
 +
* Commodity Item Pieces Per Package
 +
** Mapped to [[TBD]]
 +
* Commodity Item Package Type
 +
** Mapped to [[TBD]]
 +
 
 +
* Custom fields  
 +
** if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
 +
** Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc
 +
 
 +
* Total CBM  
 +
** Mapped to [[Commodity#Grand Total: cbm]]
 +
 
 +
* Authorization
 +
** No mapping (Heading Only)
 +
** Default value to blank
 +
** this field is allowed user to manage it manually [Y/N]
 +
** Default on the ''combo box'' selected heading output list
 +
 
 +
* Cargo Available
 +
** Mapped to [[CT#Cargo_available]]
 +
 
 +
* Ship from State
 +
** Mapped to [[CT#Pick_Up_State]]
 +
* Ship from ZIP
 +
** Mapped to [[CT#Pick_Up_Zip]]
 +
 
 +
* Ship to State
 +
** Mapped to [[CT#Ship_to_State]]
 +
* Ship to ZIP
 +
** Mapped to [[CT#Pick_Up_Zip]]
 +
 
 +
* Container Description
 +
** Mapped to [[Container#Container_Num]]
 +
** Showed as [[Container#Container_Num | Container#]], [[Container#Size | Size]] [[Container#Type | Type]]. Example: ''CONT-200222-1, 20 ft 1. HQ (1 of 2)''.
 +
*** NOTE: ''Now is displayed '''1st''' container for each P.O. (bug?) --[[User:Andrei|Andrei]] 10:49, 2 September 2010 (EDT)''
 +
* Master Bill
 +
** Mapped to: if MOT=AIR: [[CT#MAWB]], if MOT=Ocean: [[CT#MBL]], otherwise leave blank.
 +
 
 +
* Shipper State
 +
** Mapped to [[CT#Shipper_State]]
 +
* Shipper ZIP
 +
** Mapped to [[CT#Shipper_ZIP]]
 +
 
 +
* Consignee State
 +
** Mapped to [[CT#Consignee_State]]
 +
* Consignee ZIP
 +
** Mapped to [[CT#Consignee_ZIP]]
 +
 
 +
* Ship from
 +
** Mapped to [[CT#Export_Pick_Up]]
 +
* Ship to
 +
** Mapped to [[CT#Export_Delivery_To]]
 +
 
 +
==== Sort By Definitions ====
 +
* Sort by CT# from earlier CT# to newer CT#
 +
 
 +
 
 +
==== Summary ====
 +
* Output is a spreadsheet
 +
* Spreadsheet tabs: There is ONLY one tab
 +
* 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
 +
* Footer
 +
** There is no footer
 +
 
 +
=== Special Cases ===
 +
TBD
 +
 
 +
=== Figures ===
 +
==== Figure 1. Schedule dropdown menu ====
 +
[[File:DailyScheduled.JPG]]
 +
 
 +
==== Figure 2. General Tab ====
 +
[[File:GenFilterDaily.JPG]]
 +
 
 +
==== Figure 3. Spreadsheet  ====
 +
[[File:DailySpreadSheet.JPG]]
 +
 
 +
== History ==
 +
 
 +
=== Ver 1.1 ===
 +
 
 +
* spec updated? No
 +
 
 +
*  0001882: (Daily) Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 (as in 0001880)
 +
 
 +
* see mantis #1880 for details
 +
 
 +
 
 +
=== m2037 ===
 +
* http://mantis.jaguarfreight.com/mantis/view.php?id=2037
 +
 
 +
==== BA ====
 +
In Output:
 +
* Rename "Ttl G kg" into "Gross KG"
 +
* Add [[Reports_Output#Gross__LB]]
 +
 
 +
===== Part 2 =====
 +
* Add these fields to Output:
 +
** [[Reports Output#Cargo Available]]
 +
** [[Reports Output#Ship from State]]
 +
** [[Reports Output#Ship from Zip]]
 +
** [[Reports Output#SKU]]
 +
** [[Reports Output#Ship to State]]
 +
** [[Reports Output#Ship to Zip]]
 +
 
 +
==== SA ====
 +
* spec has been updated
 +
 
 +
=== m2084 ===
 +
* [http://mantis.jaguarfreight.com/mantis/view.php?id=2084 2084]
 +
 
 +
==== BA m2084 ====
 +
* Include CT records that the E0 Client is updated since the previous report
 +
* Final version: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Daily_Report&oldid=10720
 +
==== SA m2084 ====
 +
* Report MUST ALSO include shipment records that the [[CT_bo#E0_Client]] is updated since previous report
 +
* Spec is updated: Y
 +
* Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
 +
* Final version: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Daily_Report&oldid=10729 10729]
 +
 
 +
=== BA m2211 ===
 +
Make CT # as a hyperlink (but if more multiple lines items for CT, do not repeat hyperlink, make only 1st mention of CT a hyperlink)
 +
MOT = Air, Ocean (FCL, LCL) & Truck Ocean/Air, but do no include domestic truck records if possible (?)
 +
MOT = Air - show the chargeable weight, if entered CT record export tab 17b: Chargeable weight, is greater than gross weight CT record content table Ttl GW. If not greater, show gross weight
 +
MOT = Ocean FCL , AW and MLB - show the actual container count per CT record
 +
* IE CT record has container # AAAA 123456-7 & container # BBBB 456789-0, show container count: 2
 +
MOT = Ocean LCL - show the total CBM
 +
Shipper
 +
Consignee
 +
 
 +
=== 0002211: (Daily) For ALL clients need to customize report ===
 +
 
 +
== RFC ==

Current revision as of 22:51, 21 December 2010


Contents

[edit] Parent Mantis

1597

[edit] Business Needs and Requirements

This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

[edit] Technical Specification

[edit] Summary

  • This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
  • Report MUST include ALL new shipments records that are created since previous report, including undefined MOT
  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • Report shows date time stamp and how many records are found (number)
  • Report is sent to recipients on schedules via email.

[edit] User Interface

See #Figure 1. Schedule dropdown menu

[edit] Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

[edit] Hard Coded Conditions

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
  • Report should identify records where the CT_bo#E0_Client was updated since previous report.
  • For example, IF CT# was created for E0.Client Company A, this MUST be showing on the result for Company A
    THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B.

[edit] User Defined Conditions

  • See Figure 2 for general filters tab below
  • All filters are "multi select"
  • Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
  • Filters consist of several groups
  • Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
    • For example: ((Client Companies = "a") OR(Client Companies = "b")) AND ((Shippers = "c")OR(Shippers = "d"))
  • If none of the filters are selected, generate ALL results.


[edit] Filters and Filters Matching Logic

[edit] Output

  • Create output tab with list of output headings
  • Required default headings on the combo box, the rest of headings are in drop down filter output list
  • List of headings #Columns Definitions
  • See #Figure 3. Spreadsheet for output result (xls)

[edit] Columns Definitions

  • CT# with link (JG and Non-JG users)
    • Mapped to CT#CT Num
    • If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
    • If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
    • Default on the combo box selected list
  • Transportation Modes
  • Shippers
    • Mapped to CT#Shipper
    • Default on the combo box selected heading output list
  • Consignees
    • Mapped to CT#Consignee
    • Default on the combo box selected heading output list
  • Origin Countries
  • Destination Countries
  • P.O.
    • Mapped to Commodity#PO
    • Default on the combo box selected heading output list
  • SKU
    • Mapped to Commodity#SKU
    • Default on the combo box selected heading output list
  • Quantity
    • Mapped to Commodity#Qty
    • Default on the combo box selected heading output list
  • Commodity Item Invoice
    • Mapped to TBD
  • Commodity Item Pieces Per Package
    • Mapped to TBD
  • Commodity Item Package Type
    • Mapped to TBD
  • Custom fields
    • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
    • Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]
    • Default on the combo box selected heading output list
  • Container Description
  • Master Bill
    • Mapped to: if MOT=AIR: CT#MAWB, if MOT=Ocean: CT#MBL, otherwise leave blank.

[edit] Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#


[edit] Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is ONLY one tab
  • 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
  • Footer
    • There is no footer

[edit] Special Cases

TBD

[edit] Figures

[edit] Figure 1. Schedule dropdown menu

File:DailyScheduled.JPG

[edit] Figure 2. General Tab

File:GenFilterDaily.JPG

[edit] Figure 3. Spreadsheet

File:DailySpreadSheet.JPG

[edit] History

[edit] Ver 1.1

  • spec updated? No
  • 0001882: (Daily) Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 (as in 0001880)
  • see mantis #1880 for details


[edit] m2037

[edit] BA

In Output:

[edit] Part 2

[edit] SA

  • spec has been updated

[edit] m2084

[edit] BA m2084

[edit] SA m2084

  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • Spec is updated: Y
  • Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
  • Final version: 10729

[edit] BA m2211

Make CT # as a hyperlink (but if more multiple lines items for CT, do not repeat hyperlink, make only 1st mention of CT a hyperlink) MOT = Air, Ocean (FCL, LCL) & Truck Ocean/Air, but do no include domestic truck records if possible (?) MOT = Air - show the chargeable weight, if entered CT record export tab 17b: Chargeable weight, is greater than gross weight CT record content table Ttl GW. If not greater, show gross weight MOT = Ocean FCL , AW and MLB - show the actual container count per CT record

  • IE CT record has container # AAAA 123456-7 & container # BBBB 456789-0, show container count: 2

MOT = Ocean LCL - show the total CBM Shipper Consignee

[edit] 0002211: (Daily) For ALL clients need to customize report

[edit] RFC

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