Pick Up Order

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[[Category:OpsPdfs]]
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[[Category:Ops Pdfs All Modes]]
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== Mantis ==
+
== General Info and Scope ==
-
[http://mantis.jaguarfreight.com/mantis/view.php?id=587 587]
+
* parent mantis: [http://mantis.jaguarfreight.com/mantis/view.php?id=587 587]
 +
 
 +
=== Scope ===
 +
It covers Pick Up Order document for all MOTs.
== Business Needs and Requirements ==
== Business Needs and Requirements ==
 +
 +
* Another name for this doc is D/R (Delivery request).
 +
* This doc serve same purpose as D/O but presents different info.
 +
== Technical Specification ==
== Technical Specification ==
=== Summary ===
=== Summary ===
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This one spec covers  Pick Up Order for ALL modes
This one spec covers  Pick Up Order for ALL modes
-
=== Template ===
+
=== Template: Summary ===
See [[#Figure 1: Template | Figure 1: Template]]
See [[#Figure 1: Template | Figure 1: Template]]
-
==== Header Fields ====
+
=== Template: EXISTING system fields  ===
-
'''Office Address:'''
+
* Office Logo 
-
:* ''meaning:'' From Address for this doc
+
: [[Office#Logo]]. This is for Current User's office.
-
:* ''default:'' Jaguar Office address for Current User, Admin > Offices
+
-
==== General fields ====
+
* Office Address
 +
:[[Office#Name]] + [[Office#Address]]
-
'''Date:'''
+
* {CT#} 
-
:* ''default:'' today's date
+
:[[CT#CT num]]
-
'''Company.:'''
+
* {Trucking Company Name}
-
:* ''meaning:'' Trucking company name
+
-
:* ''default:'' Gen Tab, Pick-up Trucker
+
-
'''Attn: '''
+
:'' (Export version, all MOTs):'' [[CT#Pick up Trucker]]
-
:* ''meaning:'' Contact at Trucking company ???
+
:'' (Import version, Air/Ocean) :'' [[CT#Delivery Trucker]]
-
:* ''default:'' blank
+
:'' (Import version, Truck modes):'' [[CT#Pick up Trucker]]
-
'''CT#: '''
+
* Trucking  Company Attn 
-
:* ''meaning:'' current CT
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:[[Address#Contact Person]] for this {Trucking  Company Name}
-
:* ''default:'' current CT
+
-
'''Telephone#:'''
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* Trucking  Company Tel 
-
:* ''meaning:'' ???
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: [[Address#Tel]] for this {Trucking  Company Name}
-
:* ''default:'' blank
+
-
'''Fax#:'''
+
* Fax#
-
:* ''meaning:'' ???
+
: [[Address#Fax]]  for this {Trucking  Company Name}
-
:* ''default:'' blank
+
-
'''Description: '''
+
* Commodity Description 
-
:* ''meaning:'' Commodity description
+
-
:* ''default:'' Gen Tab, Commodity description
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:*  
:* in case of group generate pull info from ALL CTs
:* in case of group generate pull info from ALL CTs
-
'''Comments:'''
 
-
:* ''meaning:'' any comment ???
 
-
:* ''default:''  blank
 
-
'''Bill To:'''
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* Commodity  PO / Item  
-
:* ''meaning:'' Bill To party address
+
-
:* ''default:'' blank
+
-
==== PO/Item and Commodity Statistics ====
+
-
 
+
-
'''PO / Item ''' pair
+
:* ''meaning:'' commodity data
:* ''meaning:'' commodity data
:* ''default:'' PO/Item from commodity table
:* ''default:'' PO/Item from commodity table
Line 68: Line 63:
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'''Pieces: '''
+
===== Commodity  Pieces =====
 +
 
 +
:* ''meaning:'' HU  
:* ''meaning:'' HU  
:* ''default:'' pull this from current CT, Ttl HU:, Cont Tab
:* ''default:'' pull this from current CT, Ttl HU:, Cont Tab
:* ''group generate:'' show sum for all selected CTs
:* ''group generate:'' show sum for all selected CTs
-
'''Weight:'''
+
===== Commodity Weight =====
 +
 
 +
:* ''meaning:'' Ttl weight
:* ''meaning:'' Ttl weight
:* ''default:'' pull this from current CT, Ttl G kg, Cont Tab
:* ''default:'' pull this from current CT, Ttl G kg, Cont Tab
:* ''group generate:'' show sum for all selected CTs
:* ''group generate:'' show sum for all selected CTs
-
'''KG/LB'''
+
==== Commodity KG LB ====
 +
 
:* ''meaning:'' unit om measurement for '''Weight'''
:* ''meaning:'' unit om measurement for '''Weight'''
:* ''default:''  KG
:* ''default:''  KG
:* ''functionality:'' re-calc on the fly
:* ''functionality:'' re-calc on the fly
-
'''Contents'''
+
==== Commodity Contents ====
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:* ''meaning:'' X pallets, Y cartons, Z loose cartons
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-
:** X = Ttl # of plts
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:* ''format:'' see [[Palets / cartons / loose count (feature)]]
-
:** Y = Ttl pkgs on plts
+
-
:** Z = Loose pkgs
+
:* ''default:'' pull this from current CT, Cont Tab
:* ''default:'' pull this from current CT, Cont Tab
:* ''group generate:'' show sum for all selected CTs
:* ''group generate:'' show sum for all selected CTs
-
==== Pick up/Collection Info ====
 
-
Mapping for MOT = UNDEFINED / AIR / OCEAN / Trucking Air/ Trucking Ocean:
+
==== Pick Up Address ====
-
:* Export Pick-up (T4)
+
-
Mapping for MOT = Trucking Domestic:
+
   
-
:* Shipper (T1)
+
-
 
+
-
'''Pick up/Collection From: '''
+
:* ''meaning:'' address
:* ''meaning:'' address
-
:* ''default:'' from CT
 
-
'''Contact person: '''
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:* ''default for Export Version, MOT = AIR / OCEAN  and Export/Import version for UNDEFINED / Trucking Air/ Trucking Ocean:''
 +
::* Export Pick-up (T4)
 +
 
 +
:* ''default for Import Version, MOT = AIR / OCEAN''
 +
::* Imp Tab, Cargo Location
 +
 
 +
:* ''default for Export/Import Version, MOT = Trucking Domestic:''
 +
::*  Shipper (T1)
 +
 
 +
 
 +
==== Pick Up Contact person ====
 +
 
:* ''meaning:'' contact for this address
:* ''meaning:'' contact for this address
:* ''default:'' from Admin > Addressbook
:* ''default:'' from Admin > Addressbook
-
'''Tel: '''
+
==== Pick Up Tel ====
 +
 
:* ''meaning:'' tel for this address
:* ''meaning:'' tel for this address
:* ''default:'' from Admin > Addressbook
:* ''default:'' from Admin > Addressbook
-
==== Delivery  Info ====
+
==== Delivery  Address ====
-
Mapping for MOT = UNDEFINED / AIR / OCEAN / Trucking Air/ Trucking Ocean:
+
-
:* Delivery to (T5)
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:*''default for Export Version, MOT = AIR / OCEAN and Export/Import version for UNDEFINED / Trucking Air/ Trucking Ocean''
-
 
+
::* Delivery to (T5)
-
Mapping for MOT = Trucking Domestic:
+
-
:* Consignee (T2)  
+
-
'''Delivery to: '''
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:*''default for Import Version, MOT = AIR / OCEAN''
 +
::* Imp Tab, Delivery Address
 +
 
 +
:* ''default for Export/Import Version, MOT = Trucking Domestic''
 +
::* Consignee (T2)
 +
:* ''meaning:'' address
:* ''meaning:'' address
:* ''default:'' this CT
:* ''default:'' this CT
-
'''Contact person: '''
+
==== Delivery Contact person ====
 +
 
:* ''meaning:'' contact for this address
:* ''meaning:'' contact for this address
:* ''default:'' from Admin > Addressbook
:* ''default:'' from Admin > Addressbook
-
'''Tel: '''
+
==== Delivery Tel ====
 +
 
:* ''meaning:'' tel for this address
:* ''meaning:'' tel for this address
:* ''default:'' from Admin > Addressbook
:* ''default:'' from Admin > Addressbook
 +
=== Template: NEW fields ===
 +
 +
==== Today's Date: ====
 +
 +
* widget type:    [[Datebox]]
 +
* type/format:      [[Datatypes#CT2_date]]
 +
 +
==== Comments: ====
 +
 +
* ''meaning:'' any comment 
 +
* ''default:''  blank
 +
 +
==== Bill To: ====
 +
 +
* ''meaning:'' Bill To party address
 +
* ''default:''  blank
 +
 +
 +
 +
 +
 +
=== Template: Data manipulation ===
 +
 +
See [[#Special Case: French Version]]
 +
 +
See [[#Special Case: Import vs Export]]
 +
 +
<!------------------------------------------------------------ pdf -------------------------------->
=== Pdf ===
=== Pdf ===
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Some fields are "group fields". See Template section for this info.
Some fields are "group fields". See Template section for this info.
 +
 +
 +
=== Special Case: French Version ===
 +
 +
==== Template ====
 +
See radio button that controls in what language to produce pdf (section#6).
 +
 +
==== Pdf ====
 +
Everything is the same except labels are translated into french. See "Pick Up order French.xlsx" attached to mantis
 +
 +
 +
Message "Additional PO/Item #'s are included in this shipment, and could not be displayed on this document." in french:
 +
 +
"Des items / PO additionnels sont inclus dans cette expédition et ne peuvent pas être indiqués dans ce document"
 +
 +
=== Special Case: Import vs Export  ===
 +
 +
==== Template ====
 +
Default is different for some fields. See appropriate section above.
 +
 +
See radio button that controls Import vs Export (Figure 1, section#7).
 +
 +
==== Pdf ====
 +
No change
== Additional Figures ==
== Additional Figures ==
Line 170: Line 231:
=== Make this doc available for all MOTs ===
=== Make this doc available for all MOTs ===
* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1309
* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1309
-
* spec updated
+
* spec updated? Yes
=== Create French version of this doc ===
=== Create French version of this doc ===
-
* http://mantis.jaguarfreight.com/mantis/view.php?id=1580
+
* mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1580
 +
* spec updated? Yes
 +
 
 +
* See [[#Special_Case:_French_Version | French Version]] section
 +
 
 +
=== Add Import version of this doc ===
 +
* Mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1640 tbd
 +
* Spec updated? Yes
 +
* See: [[#Special_Case:_Import_vs_Export]]
 +
 
 +
=== Move 2 radio buttons (Imp/Exp and Eng/French) to the top left ===
 +
* Mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1871
 +
* Spec updated? N
 +
 
 +
=== 0002535: (Pick Up Order) bug: wrong mapping of "Company" field for Air CT===

Current revision as of 22:45, 21 December 2010


Contents

[edit] General Info and Scope

  • parent mantis: 587

[edit] Scope

It covers Pick Up Order document for all MOTs.

[edit] Business Needs and Requirements

  • Another name for this doc is D/R (Delivery request).
  • This doc serve same purpose as D/O but presents different info.

[edit] Technical Specification

[edit] Summary

This one spec covers Pick Up Order for ALL modes

[edit] Template: Summary

See Figure 1: Template

[edit] Template: EXISTING system fields

  • Office Logo
Office#Logo. This is for Current User's office.
  • Office Address
Office#Name + Office#Address
  • {CT#}
CT#CT num
  • {Trucking Company Name}
(Export version, all MOTs): CT#Pick up Trucker
(Import version, Air/Ocean) : CT#Delivery Trucker
(Import version, Truck modes): CT#Pick up Trucker
  • Trucking Company Attn
Address#Contact Person for this {Trucking Company Name}
  • Trucking Company Tel
Address#Tel for this {Trucking Company Name}
  • Fax#
Address#Fax for this {Trucking Company Name}
  • Commodity Description
  • in case of group generate pull info from ALL CTs


  • Commodity PO / Item


  • meaning: commodity data
  • default: PO/Item from commodity table
  • overflow case: If there are more PO/SKU pairs than can fit on one page then on template and pdf deisplay this: "Additional PO/Item #'s are included in this shipment, and could not be displayed on this document."
  • group generate case: Take PO/SKU from current CT first and then from any additional selected CT in no particular order.


[edit] Commodity Pieces
  • meaning: HU
  • default: pull this from current CT, Ttl HU:, Cont Tab
  • group generate: show sum for all selected CTs
[edit] Commodity Weight
  • meaning: Ttl weight
  • default: pull this from current CT, Ttl G kg, Cont Tab
  • group generate: show sum for all selected CTs

[edit] Commodity KG LB

  • meaning: unit om measurement for Weight
  • default: KG
  • functionality: re-calc on the fly

[edit] Commodity Contents


[edit] Pick Up Address

  • meaning: address
  • default for Export Version, MOT = AIR / OCEAN and Export/Import version for UNDEFINED / Trucking Air/ Trucking Ocean:
  • Export Pick-up (T4)
  • default for Import Version, MOT = AIR / OCEAN
  • Imp Tab, Cargo Location
  • default for Export/Import Version, MOT = Trucking Domestic:
  • Shipper (T1)


[edit] Pick Up Contact person

  • meaning: contact for this address
  • default: from Admin > Addressbook

[edit] Pick Up Tel

  • meaning: tel for this address
  • default: from Admin > Addressbook

[edit] Delivery Address

  • default for Export Version, MOT = AIR / OCEAN and Export/Import version for UNDEFINED / Trucking Air/ Trucking Ocean
  • Delivery to (T5)
  • default for Import Version, MOT = AIR / OCEAN
  • Imp Tab, Delivery Address
  • default for Export/Import Version, MOT = Trucking Domestic
  • Consignee (T2)
  • meaning: address
  • default: this CT

[edit] Delivery Contact person

  • meaning: contact for this address
  • default: from Admin > Addressbook

[edit] Delivery Tel

  • meaning: tel for this address
  • default: from Admin > Addressbook

[edit] Template: NEW fields

[edit] Today's Date:

[edit] Comments:

  • meaning: any comment
  • default: blank

[edit] Bill To:

  • meaning: Bill To party address
  • default: blank



[edit] Template: Data manipulation

See #Special Case: French Version

See #Special Case: Import vs Export

[edit] Pdf

See Figure 2.

[edit] Header

  • Logo
for local office of logged in operator
  • From Address
pull from Template

[edit] Body

Pull all data from Template.

[edit] Footer

As defined on Figure 2

[edit] Look and Feel

As defined on Figure 2.

[edit] Multipage case

This doc can not have more than 1 page

[edit] Special case: Groups

Some fields are "group fields". See Template section for this info.


[edit] Special Case: French Version

[edit] Template

See radio button that controls in what language to produce pdf (section#6).

[edit] Pdf

Everything is the same except labels are translated into french. See "Pick Up order French.xlsx" attached to mantis


Message "Additional PO/Item #'s are included in this shipment, and could not be displayed on this document." in french:

"Des items / PO additionnels sont inclus dans cette expédition et ne peuvent pas être indiqués dans ce document"

[edit] Special Case: Import vs Export

[edit] Template

Default is different for some fields. See appropriate section above.

See radio button that controls Import vs Export (Figure 1, section#7).

[edit] Pdf

No change

[edit] Additional Figures

[edit] Figure 1: Template

File:Pick Up Order Template.JPG

[edit] Figure 2: Pdf

File:Pick Up Order Pdf.JPG

[edit] History

Old spec: http://mantis.jaguarfreight.com/wiki/CT.Ocean.PickupOrder

[edit] Make this doc available for all MOTs

[edit] Create French version of this doc

[edit] Add Import version of this doc

[edit] Move 2 radio buttons (Imp/Exp and Eng/French) to the top left

[edit] 0002535: (Pick Up Order) bug: wrong mapping of "Company" field for Air CT

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