In Transit Report

From UG

(Difference between revisions)
Jump to: navigation, search
(→Business Needs and Requirements)
(→List of Additional Output)
 
(222 intermediate revisions not shown)
Line 1: Line 1:
 +
[[Category:OpsReps]]
 +
 +
== Parent Mantis ==
 +
[http://mantis.jaguarfreight.com/mantis/view.php?id=1594 1594]
 +
== Business Needs and Requirements ==
== Business Needs and Requirements ==
-
This report is used to identify those shipments that already "considered on the move" but "considered not yet delivered". Of course we can find out about that based on dates we store for shipment.
+
This report is used to identify those shipments that already "considered on the move" but "considered not yet delivered".
-
== Intro ==
+
== Technical Specification  ==
-
* The result of this report is a number of CTs in the system that satisfy [[#Dates Conditions | Dates Conditions]] and [[#Filters | Filters]].
+
=== Summary ===
-
* "Dates conditions" and Filters are MOT-specific but user has a choice of running report for one, several or all MOT at once.
+
* Input for this report is a list of all CTs in the system
-
* CTs in output are grouped - each group corresponds to one MOT. This is similar to how CTs are grouped per MOT in [[Where Is Report]]
+
*  In [[#Output | Output ]] section of this specification it is defined how user can control format of the output and in what form it is presented to the user (what columns to include, etc.)
 +
* To appear on the report CT must satisfy:
 +
** '''[[#Hard_Coded_Conditions|Hard Coded Conditions]]'''  AND
 +
** '''[[#User Defined Conditions  | User Defined Conditions ]]'''
-
== Dates Conditions ==
+
=== Hard Coded Conditions ===
 +
<section begin=InTransitHardCodedConditions/>
 +
For CT to appear on this report it must satisfy all conditions below:
-
* These conditions are MOT specific
+
* CT does not have '''*Deleted*''' status AND
-
* Conditions below must be true for CT to be on this report
+
* CT does not have '''*Archived*''' status AND
-
* They are hard coded
+
* CT satisfy '''*MOT specific conditions*''' - see below:
-
=== MOT=Truck ===
+
'''MOT = Air'''
-
((GenTab Estimated Export Pickup Date ''is not empty''
+
* ExpTab.Master Airway bill "is not empty" AND
-
  OR GenTab Actual Export Pickup Date ''is not empty''  
+
* ImpTab.Actual Delivery Date "is empty" ''or is today's date or is yesterday's date''
-
  )AND
+
-
  GenTab Actual Delivery ''is empty'' ) = true
+
-
Or to re-phrase:
+
'''MOT = LCL/Client Consol'''
-
2 conditions must be satisfied at the same time:
+
* ''CT has at least one container AND''
 +
* Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
 +
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
-
* cond1) One or more of the dates from the following list are NOT empty:
+
'''MOT = FCL''' and '''MOT = Truck-Ocn'''
-
** GenTab Estimated Export Pickup Date
+
-
** GenTab Actual Export Pickup Date
+
-
* cond2) GenTab Actual Delivery is empty
+
* ''CT has at least one container AND''
 +
* Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
 +
* ContTab.ContainersTable.ContainerX.Actual Delivery Date "is empty" ''or today's date or yesterday's date'' <strike>for all</strike> ''for one or more containers''
-
=== MOT = Air ===
+
'''MOT = Truck-Dom; Truck-Air'''
-
((GenTab Estimated Export Pickup Date ''is not empty''
+
* GenTab.Estimated Export Pick-Up Date "is not empty" AND
-
  OR GenTab Actual Export Pickup Date ''is not empty''  
+
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
-
  OR ExpTab Arrival Into Warehouse Date ''is not empty''
+
-
  OR ExpTab Airport of Departure ETD ''is not empty''
+
-
  OR ExpTab Airport of Departure ATD ''is not empty''
+
-
  ) AND
+
-
  ImpTab Actual Delivery ''is empty'' ) = true
+
-
=== MOT = LCL ===
+
==== Note About Containers ====
 +
* see [[Containers_and_Contents_Component#FCL_.2F_LCL_vs_Ocean-Truck| "Containers: LCL/FCL vs Truck-Ocean" section ]]
 +
<section end=InTransitHardCodedConditions/>
-
((GenTab Estimated Export Pickup Date ''is not empty''
+
=== User Defined Conditions ===
-
  OR GenTab Actual Export Pickup Date ''is not empty''
+
-
  OR ExpTab Arrival Into Warehouse Date ''is not empty''
+
-
  OR ExpTab Origin Terminal ETD ''is not empty''
+
-
  OR ExpTab Origin Terminal ATD ''is not empty''
+
-
  OR ExpTab Port Of Loading ETD ''is not empty''
+
-
  OR ExpTab Port Of Loading ATD ''is not empty''
+
-
  ) AND
+
-
  ImpTab Actual Delivery ''is empty'' ) = true
+
-
=== MOT = FCL ===
+
These are also called '''filters'''.
-
  (For every containerX on Container Table:
+
==== Summary ====
-
      Estimated collection OR
+
* See Figure 1.
-
      Actual collection is not empty)
+
* All filters are located on "Filters" tab - see [[#General_Filters_Tab_functionality]] section
-
  OR ExpTab Origin Terminal ETD ''is not empty''
+
-
  OR ExpTab Origin Terminal ATD ''is not empty''
+
-
  OR ExpTab Port Of Loading ETD ''is not empty''
+
-
  OR ExpTab Port Of Loading ATD ''is not empty''
+
-
AND
+
-
  For at least one containerX on Container Table:
+
-
      Actual Delivery is empty
+
-
=== QA Plan ===
+
* Filters consists of several groups (MOT specific and non-specific)
-
*t1  for every MOT above design and run:
+
-
** at least 2 sets of conditions for given CT that should make it APPEAR on report
+
-
** at least 2 sets of conditions for given CT that should make it NOT APPEAR on report
+
-
== Filters ==
+
==== Non-specific to MOT group of filters ====
-
*s1 Filters are selected by user
+
* ''Client''
-
*s2 In front of each filter there is a checkbox. If checked then this filter must be applied.
+
** List is from: Admin > Client Companies
-
*s3 All filters are multiselect
+
** Mapped to: CT, Gen Tab, E0. Client 
-
*s4 Air only filters:
+
-
** Airport(s) of departure
+
-
** Airport(s) of destination
+
-
*s5 Ocean only filters:
+
-
** <strike>port(s) </strike> Terminals of departure
+
-
** <strike>port(s) </strike> Terminals of destination
+
-
*s6 Other filters (any MOT):
+
-
**1 Client
+
-
**2 Origin Country
+
-
**3 Destination Country
+
-
**4 Origin Region
+
-
**5 Destination Region
+
-
*s7 Display PO Numbers on report results
+
-
*s8 '''[new]''' MOT filter - controls for what MOT to run this report --[[User:Alex|Alex]] 22:54, 30 June 2009 (UTC)
+
-
=== QA plan ===
+
* ''Origin Country''
 +
** List is from: Admin > Geography > Countries
 +
** Mapped to: CT, Gen Tab, Origin country 
-
*t1 verify s1-8. For every filter design and run 2-3 different tests
+
* ''Destination Country ''
 +
** List is from: Admin > Geography > Countries
 +
** Mapped to: CT, Gen Tab, Destination country
-
== Output ==
+
* ''Origin Region''
 +
** List is from: Admin > Geography > Region
 +
** Mapped to: CT, Gen Tab, Origin country (based on Country TO Region mapping in Admin)
 +
** NOTE: Selecting one Origin Region is equivalent to selecting all countries in this region in "Origin Country" filter
-
*s1  Is in the form of Excel file
+
* ''Destination Region''
-
*s2  It consists of 4 sections (one per MOT). Each has same design
+
** List is from: Admin > Geography > Region
-
*s3  Each section is a table with the following columns
+
** Mapped to: CT, Gen Tab, Destination country (based on Country TO Region mapping in Admin)
-
** CT #
+
-
** Shipper
+
-
** Consignee
+
-
** Quantity,
+
-
*** '''new start: '''depends on the MOT:
+
-
**** if FCL, then show number of containers (example: "5 containers")
+
-
**** if LCL, then show Volume ("23 cbm")
+
-
**** if AIR, then show Chargeable Weight ("200 kg")
+
-
**** if TRUCK, then show Gross Weight ("200 kg")
+
-
*** '''new end --[[User:Alex|Alex]] 23:05, 7 July 2009 (UTC)'''
+
-
** from country
+
-
** to country
+
-
** estimated/actual departure
+
-
** estimated/actual arrival
+
-
** PO (show only first PO,  show PO++ if more than one PO exists)
+
-
*s4 sort by:  estimated/actual arrival, to country, qty
+
==== Air filters ====
-
*s5 For MOT=Air, Truck each line represents one CT
+
* ''Airport(s) of departure''
-
+
** List is from: Admin > Geography > Airports
-
*s6 For MOT=FCL, LCL each line represents:
+
** Mapped to: CT, Exp Tab, Airport of Departure
-
** One CT only if that CT does not have Master
+
-
** If CT has a Master then:
+
-
*** each line in the table above represent one master
+
-
*** ANY CT from that master is shown in a dropdown
+
-
*** all fields displayed are fields for THAT CT (except Quantity that always shows value for entire Master)
+
-
*** if user selects another CT then all fields are re-freshed
+
-
*s7  [View] button opens CT record
+
* ''Airport(s) of destination''
-
*s8  For departure and arrival columns: Show estimated value if actual value is not set
+
** List is from: Admin > Geography > Airports
 +
** Mapped to: CT, Exp Tab, Airport of Destination
-
=== QA plan ===
+
==== Ocean filters ====
-
*t1 verify s1-s5
+
* ''Terminals of departure''
-
*t2 verify s6 for Ct without a Master
+
** List is from: Admin > Geography > Ports/Terminals
-
*t3 verify s6 for Ct with Master
+
** Mapped to: CT, Exp Tab, Origin Terminal
-
*t4 verify s7, s8
+
-
=== Tweaks V.1.1.a ===
+
* ''Terminals of destination''
 +
** List is from: Admin > Geography > Ports/Terminals
 +
** Mapped to: CT, Exp Tab, Destination Terminal
-
'''Note:''' Feed back added from meeting on Oct1,2009
+
==== MOT filter ====
 +
* AIR
 +
* OCEAN
 +
* TRUCKING
-
tw1) Add output tab for user in order to manage his report result. Heading consists of:
+
=== User Interface ===
-
* CT#
+
-
* Shipper
+
-
* Consignee
+
-
* Quantity
+
-
* Departure
+
-
* Destination
+
-
* Departure Date
+
-
* Arrival Date
+
-
* P.O.
+
-
=== Tweaks V.1.1 b ===
+
==== Summary ====
 +
* In order to generate report user have to:
 +
** configure "user defined conditions" (select desired Client Company for example) and
 +
** configure "output" (Select Shipper CT field to appear on the generated table)
 +
* All settings are grouped into two tabs:
 +
** Filters
 +
** Output
-
tw1) Update filter names as below
+
====  Action controls ====
-
* From Countries -> Origin Countries
+
* '''Generate Report''' button:
-
* To Countries -> Destination Countries
+
: to generate report
-
* From Regions -> Origin Regions
+
-
* To Regions -> Destination Regions
+
-
* From Airports -> Origin Airports
+
-
* To Airports -> Destination Airports
+
-
* From Ports/Terminals -> Origin Ports/Terminals
+
-
* To Ports/Terminals -> Destination Ports/Terminals
+
-
=== Tweaks version 1.1.a ===
+
* '''Reset Form ''' button:  
-
'''Note:''' [[user:Tira|Tira]] 9:50 28 Oct 2009
+
: to clear form on both tabs
-
tw1) Add summary shipment record() count on the report to indicate that how many shipments...
+
==== General Filters Tab functionality ====
 +
* See Figure 1
-
tw2) Create a HTML result page before excel report
+
* see [[Reports Filters]]
-
tw3) Create download to excel button -> generate xls report
+
* See mapping for each filter here: In_Transit_Report#User_Defined_Conditions
-
== Rel 2.0 Complete change of report conditions ==
+
==== Output Tab functionality ====
 +
* See Figure 3.
-
For CT to appear on this report it must satisfy all conditions below:
+
* This tab has a "multiselect with extra functionality" that controls what "user defined" columns to show on spreadsheet and in what order
-
* CT does not have Deleted status AND
+
* By default ALL fields are selected in the following order:
-
* Additional conditions are mode specific - see below:
+
-
'''MOT = Air'''
+
Shipper
 +
Consignee
 +
Quantity
 +
Origin
 +
Destination
 +
Departure
 +
Arrival
 +
P.O.
 +
SKU
-
* ExpTab.Master Airway bill "is not empty" AND
+
* See mapping for every field in [[In_Transit_Report#Additional_User_Defined_Columns]] section
-
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
+
-
'''MOT = LCL/Client Consol'''
+
* ''' >> ''' and ''' << ''' buttons:
 +
: allow to move items from one list to another
-
* ''CT has at least one container AND''  
+
* ''' All ''' button:
-
* Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
+
: allows to select all items
-
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
+
 +
* ''' Clear''' button:
 +
: allows to remove all items
-
'''MOT = FCL''' and '''MOT = Truck-Ocn'''
+
* ''' Up ''' and '''Down''' buttons:
 +
: allow to control order of items
-
* ''CT has at least one container AND''
+
=== Output ===
-
* Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
+
-
* ContTab.ContainersTable.ContainerX.Actual Delivery Date "is empty" ''or today's date or yesterday's date'' <strike>for all</strike> ''for one or more containers''
+
-
'''MOT = Truck-Dom'''
+
==== Summary ====
 +
* Output is a spreadsheet
 +
* See Figure 2
 +
* Spreadsheet tabs: there is only one
 +
* Spreadsheet consists of Header, Body Footer
 +
* Header (1):
 +
** Report Name
 +
** Date and Time (1a)
 +
** List of filters selected (1b)
 +
* Footer - there is no footer at the moment
 +
* Body, general info:
 +
** Consists of sections (one per MOT, trucking modes combined, FCL and LCL listed separately)
 +
** Each section has a header and a table
 +
** Header example: ''TRUCKING, 5 shipment(s)''
 +
** Table consists of columns
-
* GenTab.Estimated Export Pick-Up Date "is not empty" AND
+
==== Body Column 1 ====
-
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
+
-
'''MOT = Truck-Air'''
+
* Empty for Truck modes
 +
* Empty for CTs with no Master
 +
* Shows CT in the Master in all other cases
 +
* Drop down appears with all CTs in the Master if user clicks on CT
 +
* Shows the lowest CT number in Master
 +
* CTs in dropdown should be in order: lowest to highest
 +
* If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT
-
* GenTab.Estimated Export Pick-Up Date "is not empty" AND
+
==== Body Column 2 ====
-
* ImpTab.Actual Delivery Date "is empty" ''or today's date or yesterday's date''
+
 
 +
* It is a link to the CT edit page in CT2
 +
 
 +
==== Additional User Defined Columns ====
 +
 
 +
 
 +
* User can control what additional columns to display through Output Tab see Figure 3.
 +
* Filter Tab > "Display PO" check box.
 +
** Controls if this field is available and selected on Output tab
 +
* ''Shipper''
 +
** from: CT > Gen Tab > Shipper
 +
* ''Consignee''
 +
** from: CT > Gen Tab > Consignee
 +
 
 +
* Quantity: value // label depends on the MOT:
 +
** if FCL, then show number of containers (example: "5 containers") // "Cntrs"
 +
** if LCL, then show Volume ("23 cbm") // "CBM"
 +
** if AIR, then show Chargeable Weight ("200 kg") // "KG"
 +
** if TRUCK, then show Gross Weight ("200 kg") // "KG"
 +
** must always show value for entire Master? Yes.
 +
 
 +
* ''Origin''
 +
** from: CT, Gen Tab, Origin country
 +
 
 +
* ''Destination''
 +
** Mapped to: CT, Gen Tab, Destination country
 +
 
 +
* ''Departure'' ([[Origin Terminal]])
 +
** FCL: Exp Tab, Origin Terminal date
 +
** LCL: Exp Tab, Origin Terminal date
 +
** Air: Exp Tab, Airport of Departure Date
 +
** Truck Air/Dom: Gen Tab, Pick Up
 +
** Truck Ocean: earliest date from: Cont Tab, Container Table, Collection dates
 +
** Show estimated value if actual value is not set
 +
 
 +
* ''Arrival'' ([[Destination Terminal]])
 +
** FCL: Exp Tab, Destination Terminal date
 +
** LCL: Exp Tab, Destination Terminal date
 +
** Air: Exp Tab, Airport of Destination Date
 +
** Truck Air/Dom: Gen Tab, Delivery
 +
** Truck Ocean: latest date from: Cont Tab, Container Table, Delivery dates
 +
** Show estimated value if actual value is not set
 +
 
 +
* ''P.O.''
 +
** from CT > Cont Tab > Commod Table A
 +
** show only first PO,  show PO++ if more than one PO exists
 +
 
 +
==== Sort By ====
 +
Sort in this order:
 +
* 1) Arrival date 
 +
* 2) Departure date 
 +
* 3) destination 
 +
 
 +
In case of multiple CTs in dropdown use values from "shown" CT of course.
 +
 
 +
=== 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''
 +
 
 +
==== Example A ====
 +
 +
==== Example B ====
 +
 
 +
==== Example C ====
 +
 
 +
=== Figures ===
 +
 
 +
==== Figure 1: In Tansit UI for User Defined Conditions (General Filters Tab) ====
 +
[[File:In Tansit UI for User Defined Conditions.JPG]]
 +
 
 +
==== Figure 2: Spreadsheet Example, Jan 2010 ====
 +
[[File:In Tansit Spreadsheet JAN 2010.JPG]]
 +
 
 +
==== Figure 3: In Tansit Output Tab ====
 +
[[File:In Tansit Output Tab.JPG]]
 +
 
 +
== SOW 1 ==
 +
 
 +
Mantis [http://ct.jaguarfreight.com/mantis/view.php?id=3505 3505]
 +
 
 +
Core Requirements:
 +
 
 +
This is a change request for the In Transit report.  To add the following CT fields as output for this report:
 +
 
 +
=== List of Additional Output ===
 +
 
 +
*[[Commodity#Qty]]
 +
*[[Commodity#Description]]
 +
*[[Commodity#Plts]]
 +
*[[Commodity#Pkgs_On_Plts]]
 +
*[[Commodity#Loose_Pkgs]]
 +
*[[Commodity#Piece_price]]
 +
*[[Commodity#Stackable]]
 +
*[[CT_bo#Cubic_Meter_textbox]]
 +
*[[CT_bo#Chargeable_Weight_textbox]]
 +
*HTS
 +
*Optional "Commodity Table Fields":
 +
**Invoice
 +
**Item Description
 +
**Pieces Per Package
 +
**Package Type
 +
 
 +
== History and Change Requests ==
 +
 
 +
 
 +
=== Link to Archive ===
 +
See [[In Transit Report ARC]]
 +
 
 +
=== Rel 2.0 Complete change of report conditions ===
 +
 
 +
* In this version all hard coded conditions has been completely changed.
 +
 
 +
''No update to TS''
 +
 
 +
=== Dec 5 Spec major cleanup ===
 +
 
 +
* ''TS has been updated''
 +
* All older versions has been archived
 +
 
 +
--[[User:Alex|Alex]] 21:31, 5 December 2009 (UTC)
 +
 
 +
=== Ver 2.1 Misc Updates and Bug Fixes: Quantity, Sorting, etc ===
 +
* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1572
 +
 
 +
* chg1) [spec updated] Rename "Quantity" label on xls with unit names. See [[#Additional_User_Defined_Columns | Additional_User_Defined_Columns]]
 +
 
 +
* chg2) [ spec updated , waiting for specific solution]
 +
** Instead underline for Master case show drop down right away if possible. If not make it more prominent (bold? another color?) 
 +
** If CT is not under Master - link CT# label itself and do not show "view" on that line
 +
 
 +
* chg3) [spec updated] Rename labels on xls:
 +
Departure -> Origin
 +
Depart Date -> Departure
 +
Arriv Date -> Arrival
 +
 
 +
* chg4) [spec updated] Mapping for Departure, Arrival dates has been clarified - see spec, section: [[#Additional_User_Defined_Columns | Additional_User_Defined_Columns]]
 +
 
 +
* chg5) [spec updated] new sorting requirement - see [[#Sort By]]
 +
 
 +
* chg6) [spec updated] see updated [[#Body Column 1]] section
 +
 
 +
--[[User:Alex|Alex]] 21:02, 8 December 2009 (UTC)
 +
 
 +
=== Fixed spec bugs ===
 +
Updated spec to fix these errors:
 +
 
 +
* - vmesto "earliest" dolzno bit' "last"
 +
* - Truck Ocean dlya Arrival date vmesto Collection date dolzno bit' Delivery date
 +
* - Truck Air/Dom dlya Arrival date dolzno bit' Delivery date
 +
 
 +
--[[User:Alex|Alex]] 20:36, 4 January 2010 (UTC)
 +
 
 +
=== Some changes to spec ===
 +
* Expanded User Interface section
 +
** explained tabs functionality in details, etc
 +
* Moved figures into one section
 +
 
 +
--[[User:Alex|Alex]] 03:24, 6 January 2010 (UTC)
 +
 
 +
=== Add HTML view  ===
 +
* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1387
 +
 
 +
* 1) Create a HTML result page before excel report.
 +
* 2) Create download to excel button -> generate xls report
 +
 
 +
[[File:In Transit HTML.JPG]]
 +
 
 +
=== Snapshot of latest xls design ===
 +
[[File:In Transit XLS.JPG]]
 +
 
 +
 
 +
=== Change HTML view design '''March 2010'''===
 +
 
 +
* mantis:[http://mantis.jaguarfreight.com/mantis/view.php?id=1387 1387]
 +
* Result shows by MOT per Tab with shipment count()
 +
* First column (1) shows magnifier glass per record to hyperlink to a specific CT record> Internal App> Edit shipment
 +
* Second column (2) shows CT# in a box
 +
** If there is a single CT#, it shows CT# in a box without a dropdown list
 +
** If there are multiple CTs#, it shows CT# in a box with a dropdown list
 +
*** Drop down appears with all CTs in the Master if user clicks on CT       
 +
*** Shows the lowest CT number in Master
 +
*** CTs in dropdown should be in order: lowest to highest
 +
*** If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT
-
=== Note About Containers ===
+
[[File:IntransitInternalHTML.JPG]]
-
* see [[Containers_and_Contents_Component#FCL_.2F_LCL_vs_Ocean-Truck]]
+
-
=== Note about Archived CTs ===
+
=== Change xls view, March 2010 ===
-
They are not included into this Report
+
-
== RFC ==
+
* All result shows on the spreadsheet only one tab
-
1.need to exact order and form of sorting rules (include sorting rules by date for masters)--[[User:Andrei|Andrei]] 09:51, 23 July 2009 (UTC)--
+
* Result is separated by section with in one tab per MOT
 +
* Result shows how many shipments per MOT
 +
* First column consists of view buttons for hyperlink to a specific CT# record on Internal App> CT#> Edit shipment
 +
* Second column displays CT# (single CT with blue color with out dropdown, Multiple CT with orange color with dropdown to multiple CTs#)
 +
** Dropdown list shows all CTs in the group/master if user clicks on CT
 +
** Shows the lowest CT number in Master
 +
** CTs in dropdown should be in order: lowest to highest
 +
** If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT
-
== Dev notes ==
+
[[File:In-TransitxlsMasterandCT.JPG]]
-
mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=928
+
-
old spec doc
+
=== Add more FILTERS: PO contains, SKU contains; Extra1 contains, Extra2 contains, Extra3 contains  ===
-
http://mantis.jaguarfreight.com/svn/ct2/SS/2009/OpsReps/InTransit/v1/origDef.html [^]
+
* 1854
 +
* spec updated? No
 +
* this is change
 +
* Add more filters:  
 +
** PO contains
 +
** SKU contains
 +
** Extra columns from Commodity table:
 +
*** Extra1 contains
 +
*** Extra2 contains
 +
*** Extra3 contains
 +
* These filters are NOT in the form of select (dropdown). They are in the form of textbox - see "P.O. contains:" on Main Report, General Filters tab.
-
http://mantis.jaguarfreight.com/svn/ct2/SS/2009/OpsReps/html/CT2specsOpsReps.html [^]
+
=== Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 ===
 +
* 1880
 +
* spec updated? No
 +
* Add more OUTPUT options:
 +
** MAWB
 +
** container num
 +
** Qty
 +
** Extra1, Extra2, Extra3
 +
*** Show actual labels for generic Extra1, Extra2, Extra3 if only ONE client company has been selected (possible?)
 +
=== m1898 ===
 +
* 0001898: (In Transit) Add Virtual_Group_Classifiers as filters
 +
* Add Virtual_Group_Classifiers as filters
 +
** see [[Virtual_Groups_for_NATP#Complete_List_of_Virtual_Group_Classifiers]]
 +
** pls note that some classifiers might be already on the filter list for this report
 +
** highlight in some way Virtual_Group_Classifiers (make lables bold or different color and pre-fix label with '''(VG)''' )
 +
* spec updated? No
 +
=== m2095 ===
 +
* Add SKU as an additional output
 +
* Spec is updated: N
 +
* final revision: [http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=In_Transit_Report&oldid=11101 11101]
[[Category:OpsRepsCore]]
[[Category:OpsRepsCore]]

Current revision as of 18:51, 26 March 2012


Contents

[edit] Parent Mantis

1594

[edit] Business Needs and Requirements

This report is used to identify those shipments that already "considered on the move" but "considered not yet delivered".

[edit] Technical Specification

[edit] Summary

  • Input for this report is a list of all CTs in the system
  • In Output section of this specification it is defined how user can control format of the output and in what form it is presented to the user (what columns to include, etc.)
  • To appear on the report CT must satisfy:

[edit] Hard Coded Conditions

For CT to appear on this report it must satisfy all conditions below:

  • CT does not have *Deleted* status AND
  • CT does not have *Archived* status AND
  • CT satisfy *MOT specific conditions* - see below:

MOT = Air

  • ExpTab.Master Airway bill "is not empty" AND
  • ImpTab.Actual Delivery Date "is empty" or is today's date or is yesterday's date

MOT = LCL/Client Consol

  • CT has at least one container AND
  • Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
  • ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

MOT = FCL and MOT = Truck-Ocn

  • CT has at least one container AND
  • Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
  • ContTab.ContainersTable.ContainerX.Actual Delivery Date "is empty" or today's date or yesterday's date for all for one or more containers

MOT = Truck-Dom; Truck-Air

  • GenTab.Estimated Export Pick-Up Date "is not empty" AND
  • ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

[edit] Note About Containers


[edit] User Defined Conditions

These are also called filters.

[edit] Summary

  • Filters consists of several groups (MOT specific and non-specific)

[edit] Non-specific to MOT group of filters

  • Client
    • List is from: Admin > Client Companies
    • Mapped to: CT, Gen Tab, E0. Client
  • Origin Country
    • List is from: Admin > Geography > Countries
    • Mapped to: CT, Gen Tab, Origin country
  • Destination Country
    • List is from: Admin > Geography > Countries
    • Mapped to: CT, Gen Tab, Destination country
  • Origin Region
    • List is from: Admin > Geography > Region
    • Mapped to: CT, Gen Tab, Origin country (based on Country TO Region mapping in Admin)
    • NOTE: Selecting one Origin Region is equivalent to selecting all countries in this region in "Origin Country" filter
  • Destination Region
    • List is from: Admin > Geography > Region
    • Mapped to: CT, Gen Tab, Destination country (based on Country TO Region mapping in Admin)

[edit] Air filters

  • Airport(s) of departure
    • List is from: Admin > Geography > Airports
    • Mapped to: CT, Exp Tab, Airport of Departure
  • Airport(s) of destination
    • List is from: Admin > Geography > Airports
    • Mapped to: CT, Exp Tab, Airport of Destination

[edit] Ocean filters

  • Terminals of departure
    • List is from: Admin > Geography > Ports/Terminals
    • Mapped to: CT, Exp Tab, Origin Terminal
  • Terminals of destination
    • List is from: Admin > Geography > Ports/Terminals
    • Mapped to: CT, Exp Tab, Destination Terminal

[edit] MOT filter

  • AIR
  • OCEAN
  • TRUCKING

[edit] User Interface

[edit] Summary

  • In order to generate report user have to:
    • configure "user defined conditions" (select desired Client Company for example) and
    • configure "output" (Select Shipper CT field to appear on the generated table)
  • All settings are grouped into two tabs:
    • Filters
    • Output

[edit] Action controls

  • Generate Report button:
to generate report
  • Reset Form button:
to clear form on both tabs

[edit] General Filters Tab functionality

  • See Figure 1
  • See mapping for each filter here: In_Transit_Report#User_Defined_Conditions

[edit] Output Tab functionality

  • See Figure 3.
  • This tab has a "multiselect with extra functionality" that controls what "user defined" columns to show on spreadsheet and in what order
  • By default ALL fields are selected in the following order: 
Shipper
Consignee
Quantity
Origin
Destination
Departure 
Arrival 
P.O.
SKU
  • >> and << buttons:
allow to move items from one list to another
  • All button:
allows to select all items
  • Clear button:
allows to remove all items
  • Up and Down buttons:
allow to control order of items

[edit] Output

[edit] Summary

  • Output is a spreadsheet
  • See Figure 2
  • Spreadsheet tabs: there is only one
  • Spreadsheet consists of Header, Body Footer
  • Header (1):
    • Report Name
    • Date and Time (1a)
    • List of filters selected (1b)
  • Footer - there is no footer at the moment
  • Body, general info:
    • Consists of sections (one per MOT, trucking modes combined, FCL and LCL listed separately)
    • Each section has a header and a table
    • Header example: TRUCKING, 5 shipment(s)
    • Table consists of columns

[edit] Body Column 1

  • Empty for Truck modes
  • Empty for CTs with no Master
  • Shows CT in the Master in all other cases
  • Drop down appears with all CTs in the Master if user clicks on CT
  • Shows the lowest CT number in Master
  • CTs in dropdown should be in order: lowest to highest
  • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT

[edit] Body Column 2

  • It is a link to the CT edit page in CT2

[edit] Additional User Defined Columns

  • User can control what additional columns to display through Output Tab see Figure 3.
  • Filter Tab > "Display PO" check box.
    • Controls if this field is available and selected on Output tab
  • Shipper
    • from: CT > Gen Tab > Shipper
  • Consignee
    • from: CT > Gen Tab > Consignee
  • Quantity: value // label depends on the MOT:
    • if FCL, then show number of containers (example: "5 containers") // "Cntrs"
    • if LCL, then show Volume ("23 cbm") // "CBM"
    • if AIR, then show Chargeable Weight ("200 kg") // "KG"
    • if TRUCK, then show Gross Weight ("200 kg") // "KG"
    • must always show value for entire Master? Yes.
  • Origin
    • from: CT, Gen Tab, Origin country
  • Destination
    • Mapped to: CT, Gen Tab, Destination country
  • Departure (Origin Terminal)
    • FCL: Exp Tab, Origin Terminal date
    • LCL: Exp Tab, Origin Terminal date
    • Air: Exp Tab, Airport of Departure Date
    • Truck Air/Dom: Gen Tab, Pick Up
    • Truck Ocean: earliest date from: Cont Tab, Container Table, Collection dates
    • Show estimated value if actual value is not set
  • Arrival (Destination Terminal)
    • FCL: Exp Tab, Destination Terminal date
    • LCL: Exp Tab, Destination Terminal date
    • Air: Exp Tab, Airport of Destination Date
    • Truck Air/Dom: Gen Tab, Delivery
    • Truck Ocean: latest date from: Cont Tab, Container Table, Delivery dates
    • Show estimated value if actual value is not set
  • P.O.
    • from CT > Cont Tab > Commod Table A
    • show only first PO, show PO++ if more than one PO exists

[edit] Sort By

Sort in this order:

  • 1) Arrival date
  • 2) Departure date
  • 3) destination

In case of multiple CTs in dropdown use values from "shown" CT of course.

[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: In Tansit UI for User Defined Conditions (General Filters Tab)

File:In Tansit UI for User Defined Conditions.JPG

[edit] Figure 2: Spreadsheet Example, Jan 2010

File:In Tansit Spreadsheet JAN 2010.JPG

[edit] Figure 3: In Tansit Output Tab

File:In Tansit Output Tab.JPG

[edit] SOW 1

Mantis 3505

Core Requirements:

This is a change request for the In Transit report. To add the following CT fields as output for this report:

[edit] List of Additional Output

[edit] History and Change Requests

[edit] Link to Archive

See In Transit Report ARC

[edit] Rel 2.0 Complete change of report conditions

  • In this version all hard coded conditions has been completely changed.

No update to TS

[edit] Dec 5 Spec major cleanup

  • TS has been updated
  • All older versions has been archived

--Alex 21:31, 5 December 2009 (UTC)

[edit] Ver 2.1 Misc Updates and Bug Fixes: Quantity, Sorting, etc

  • chg2) [ spec updated , waiting for specific solution]
    • Instead underline for Master case show drop down right away if possible. If not make it more prominent (bold? another color?)
    • If CT is not under Master - link CT# label itself and do not show "view" on that line
  • chg3) [spec updated] Rename labels on xls: 
Departure -> Origin
Depart Date -> Departure
Arriv Date -> Arrival
  • chg5) [spec updated] new sorting requirement - see #Sort By

--Alex 21:02, 8 December 2009 (UTC)

[edit] Fixed spec bugs

Updated spec to fix these errors:

  • - vmesto "earliest" dolzno bit' "last"
  • - Truck Ocean dlya Arrival date vmesto Collection date dolzno bit' Delivery date
  • - Truck Air/Dom dlya Arrival date dolzno bit' Delivery date

--Alex 20:36, 4 January 2010 (UTC)

[edit] Some changes to spec

  • Expanded User Interface section
    • explained tabs functionality in details, etc
  • Moved figures into one section

--Alex 03:24, 6 January 2010 (UTC)

[edit] Add HTML view

  • 1) Create a HTML result page before excel report.
  • 2) Create download to excel button -> generate xls report

File:In Transit HTML.JPG

[edit] Snapshot of latest xls design

File:In Transit XLS.JPG


[edit] Change HTML view design March 2010

  • mantis:1387
  • Result shows by MOT per Tab with shipment count()
  • First column (1) shows magnifier glass per record to hyperlink to a specific CT record> Internal App> Edit shipment
  • Second column (2) shows CT# in a box
    • If there is a single CT#, it shows CT# in a box without a dropdown list
    • If there are multiple CTs#, it shows CT# in a box with a dropdown list
      • Drop down appears with all CTs in the Master if user clicks on CT
      • Shows the lowest CT number in Master
      • CTs in dropdown should be in order: lowest to highest
      • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT


File:IntransitInternalHTML.JPG

[edit] Change xls view, March 2010

  • All result shows on the spreadsheet only one tab
  • Result is separated by section with in one tab per MOT
  • Result shows how many shipments per MOT
  • First column consists of view buttons for hyperlink to a specific CT# record on Internal App> CT#> Edit shipment
  • Second column displays CT# (single CT with blue color with out dropdown, Multiple CT with orange color with dropdown to multiple CTs#)
    • Dropdown list shows all CTs in the group/master if user clicks on CT
    • Shows the lowest CT number in Master
    • CTs in dropdown should be in order: lowest to highest
    • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT

File:In-TransitxlsMasterandCT.JPG

[edit] Add more FILTERS: PO contains, SKU contains; Extra1 contains, Extra2 contains, Extra3 contains

  • 1854
  • spec updated? No
  • this is change
  • Add more filters:
    • PO contains
    • SKU contains
    • Extra columns from Commodity table:
      • Extra1 contains
      • Extra2 contains
      • Extra3 contains
  • These filters are NOT in the form of select (dropdown). They are in the form of textbox - see "P.O. contains:" on Main Report, General Filters tab.

[edit] Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3

  • 1880
  • spec updated? No
  • Add more OUTPUT options:
    • MAWB
    • container num
    • Qty
    • Extra1, Extra2, Extra3
      • Show actual labels for generic Extra1, Extra2, Extra3 if only ONE client company has been selected (possible?)

[edit] m1898

  • 0001898: (In Transit) Add Virtual_Group_Classifiers as filters
  • Add Virtual_Group_Classifiers as filters
  • spec updated? No

[edit] m2095

  • Add SKU as an additional output
  • Spec is updated: N
  • final revision: 11101
Retrieved from "https://wiki.jaguarfreight.com/In_Transit_Report"
Personal tools