Daily Report - Elizabeth Arden

From UG

Current revision as of 20:32, 15 November 2010

[edit] Parent Mantis

1722

[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.

• This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)

[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 shows date time stamp and how many records are found (number)
• This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

[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, including undefined MOT.

• 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.

[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 = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
• If none of the filters are selected, generate ALL results.

[edit] Filters and Filters Matching Logic

• Reports Filters#Client
  • This is a mandatory filter
  • Allow user to select max to 10 client companies
  • If user does not set this filter; leave it blank then clicks "Ok", warning error message pop-up displays "Please set Client Companies filter"
  • If user selects some client companies filter more than 10 client companies then clicks "Ok", warning error message pop-up displays "List of Client companies can be selected less than or equal 10 client companies."

• Reports Filters#Shipper

• Reports Filters#Consignee

• Reports Filters#Origin Country

• Reports Filters#Destination Country

• Reports Filters#Origin Region

• Reports Filters#Destination Region

[edit] Output

• Create output tab with list of output headings
• These output headings are almost the same as Daily Report but label names and orders are different
• 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

• Vendor
  • Mapped to CT#Shipper
  • Default on the combo box selected heading output list

• Division
  • No mapping (Heading Only)
  • Default value: N/A for data
  • Default on the combo box selected heading output list

• P/O num
  • Mapped to Commodity#PO
  • Default on the combo box selected heading output list

• Item code
  • 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

• Reports_Output#Gross_KG
• Reports_Output#Gross_LB

• Cartons
  • Mapped to Commodity#Pkgs On Plts
  • Default on the combo box selected heading output list

• Pallets
  • Mapped to Commodity#Plts
  • Default on the combo box selected heading output list

• Drums
  • Mapped to Commodity#Loose Pkgs
  • Default on the combo box selected heading output list

• Carrier
  • No mapping (Heading Only)
  • Default value: Jaguar
  • Default on the combo box selected heading output list

• Mode
  • Mapped to CT#Mode Of Transport
  • Default on the combo box selected heading output list

• Carrier Remarks
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box selected heading output list

• Destination
  • Mapped to CT#Consignee
  • Default on the combo box selected heading output list

• Estimated Delivery
  • Mapped to CT#Automated Estimated Delivery Date
  • Default on the combo box selected heading output list

• Actual Delivery
  • Mapped to CT#Actual Delivery Date
  • Default on the combo box selected heading output list

• Revise Date
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box selected heading output list

• Remarks Planning
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box selected heading output list

• Customer References#
  • Mapped to CT#Customer Ref

• Origin Countries
  • Mapped to CT#Origin Country

• Destination Countries
  • Mapped to CT#Destination Country

• Item Description
  • Mapped to Commodity#Description

• 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 should be Extra 1, Extra 2,...etc
  • Heading Must be dynamic name on the spreadsheet
    • For example: if there is a custom field "Extra 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1" on the spreadsheet

• 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]

[edit] Sort By Definitions

• Sort by CT# from earlier CT# to newer CT#
• Tab by alphabet order

[edit] Summary

• Output is a spreadsheet
• Spreadsheet tabs: There is ONLY one tab PER client company
• 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

For client company which has an extra field (custom field), it should grab custom field for heading dynamically.

Example: Elizabeth Arden has a custom field (Extra 1) which is "Lot#". Lot# will be showing on the heading of the spreadsheet for Elizabeth Arden company.

[edit] Figures

[edit] Figure 1. Schedule dropdown menu

[edit] Figure 2. General Tab

[edit] Figure 3. Spreadsheet

[edit] History

[edit] m2037

• http://mantis.jaguarfreight.com/mantis/view.php?id=2037

[edit] BA

In Output:

• Rename "Weight" into "Gross KG"
• Add Reports_Output#Gross_LB

[edit] 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

[edit] SA

Spec has been updated.

[edit] m2085

• 2085

[edit] BA m2085

• 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_-_Elizabeth_Arden&oldid=10725

[edit] SA m2085

• Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report Updated spec
• 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: 10734

[edit] m2445

http://mantis.jaguarfreight.com/mantis/view.php?id=2445

[edit] RFC