New Arden Trucking Project NATP (main)

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(April 21 Changes)
(Suggested Solution: added Comment solution)
 
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See [[File Upload for Virtual Group]]
See [[File Upload for Virtual Group]]
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=== Comment solution ===
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See [[Comment for Virtual Group]]
=== Misc ===
=== Misc ===
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=== April 21 Changes ===
=== April 21 Changes ===
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see [[April 21 NATP Changes]]
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Sorry, there was a disconnect and testing on Demo server today revealed that we are missing very important Report that needs to be demonstrated to Client on Monday.
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This report ([[#Trucking Optimization Report]]) is defined below along with required additional fields.
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Please postpone all other work to produce this missing Report/components ASAP. See more below.
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==== Due dates ====
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Ideally: April 23 NY mid day on Demo server
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Worst case: April 26 NY morning on Demo server
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==== Demo Server Data ====
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In order to have meaningful functionality test in NY on Demo server we need more or less latest data from staging (especially Addressbook).
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==== Create additional fields ====
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===== Cargo available =====
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** widget: datebox
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** location: Gen Tab
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** default: empty
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** meaning: on what date cargo is available for pick up (from Origin Door)
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===== Cargo due =====
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** widget: datebox
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** location: Gen Tab
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** default: empty
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** meaning: by what date cargo should be delivered (to Destination Door)
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==== Trucking Optimization Report ====
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===== Hard coded conditions =====
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None. (All CTs should be captured)
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===== Filters =====
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As
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===== Output =====
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* media: xls only
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* Sort by: Cargo due, earliest on the top
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* Tabs: each tab per State (from Pick Up Location)
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* Fields (left to right)
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** ''label on xls // mapping explained''
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** CT# //
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** Pick Up Location //
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** P City // Pick Up Location City
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** P State // Pick Up Location State
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** Delivery Location  //
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** D City // Delivery Location City
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** D State // Delivery Location State
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** HU // Grand ttl for CT
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** Weight, lb // Grand ttl for CT
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** CBM // Grand ttl for CT
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** Cargo available //
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** Cargo due //
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===== Schedule vs Generate =====
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* Generate option (need by April 23 NY mid day on demo)
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* Schedule option (need for release)
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Current revision as of 16:47, 24 October 2010


Contents

[edit] General Info

  • parent mantis: 1884
  • requested for Release: April 29 (staging)

[edit] Business Needs and Requirements

[edit] Meetings

[edit] March 24 Meeting

  • During this meeting all core and some detailed requirements have been presented and discussed. There is one related document created by Director of Operations - see Operations May 01 tab on Copy of Trucking Project - 2010-03-24.xls file attached to mantis 1884.

[edit] March 29 Meeting

  • Core design has been reviewed.
  • Additional requirements discussed.
  • Reports finalized
  • See them documented in EA DOM (NATP) - 2010-03-29.xls in 1884

[edit] March 31 Meeting

  • Additional requirements discussed.
  • Docs and Billing finalized
  • See them documented in EA DOM - 2010-03-31.xls in 1884

[edit] April 5 Meeting

[edit] Deadline

It was requested to have all features in production by May 1.

[edit] Existing Business Process and Use Cases

Does not exist - this is a new business.

[edit] Summary

Below is a full list of functionality requested:

[edit] Billing

One option is to bill once a day a group of CTs. Group could be defined by conditions: delivered=today; delivery location=XX.

Many other options should be possible: based on another date conditions, location conditions.

We might bill weekly.

See also: #Virtual Groups.

[edit] Reports

  • In Transit Report. Add filters:
    • Shipper / pick up location
    • Carrier / Trucker
    • Delivery location/consignee
  • Previous Day Collections / Deliveries changes:
    • none
  • "Approval Report" (new report). Filters:
    • Consignee
  • "Impending Pick ups" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
    • shipper/pick up location
    • carrier?
  • "Impending deliveries" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
    • Delivery location/consignee
    • Carrier?

See also: #Virtual Groups.

[edit] Documents

  • Truck Detailed Manifest.
  • D/O.

See also: #Virtual Groups.

[edit] Flags

See #New fields

[edit] New Fields

[edit] On Customer Hold

See CT#On_Customer_Hold

[edit] Pending Approval Mode

  • (radio Y/N; default to N)
  • Gen tab, bottom right corner
  • MOT = all


[edit] Consol Warehouse

  • Code to identify specific warehouse. List of 4 numbers: {1,2,3,4}.
  • Add to botom right of Gen Tab
  • For now only for Truck modes (later we might add it to all MOTs)
Developers Note:
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If it does not take much more time, please create Admin so that they can manage their own lists
instead of hard coded 1,2,3,4. Or we can add this feature later.

[edit] Delivery Trucker

  • We need this field added to Truck MOT ()
Developers Note:
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This is the same field as CT#Delivery Trucker we have for Ocean and Air.

These flags/fields will be used as filters to generate reports, documents, groups.

[edit] PT number

see CT#PT Number

[edit] DT number

see CT#DT Number


See also: #Virtual Groups.

[edit] File Upload

Upload files (POD's) functionality required.

See: #Virtual Groups

[edit] Virtual Groups

Functionality to create "virtual groups" is needed. "Virtual group" is a subset of all records. Every CT that belongs to that group should satisfy given criteria.

Example 1. All CTs that satisfy:

MOT = Truck Domestic
Move From PICK UP LOCATION A
For: CARRIER B
For: SHIPMENTS TO DESTINATION C
For: ESTIMATED COLLECTION TODAY

Example 2. All CTs that satisfy:

MOT = Truck Domestic
To DELIVERY LOCATION A
For: CARRIER D
For: SHIPMENTS FROM ALL ORIGINS 
For: ESTIMATED DELIVERY TOMORROW

List of selection criteria.

  • Client Company
  • Choice of 3 Trucking MOTs
  • Flags - see #Flags
  • Shipper location
  • Consignee location
  • Trucker Name (carrier)
  • Pick up date (estimated or actual)
  • Delivery date (estimated or actual)
  • Not Billed Records


The purpose of grouping is to be able to perform certain action on a number of selected CTs. Actions that should be supported:

  • 1. generate REPORTS (either 1 time or schedule/automate)
  • 2. generate DOCUMENTS (single d/o or consolidation d/o and manifests)
  • 3. generate BILLING
  • 4. upload files (POD's)

There is no need to save this kind of group or assign a number to it. That is why we call it virtual.

[edit] Suggested Solution

[edit] Deadline

It is not clear now what can be completed by May 1.

Spec should be completed, approved and estimated (in man hours) first.

[edit] Summary

[edit] Flags Solution

See Gen_Tab_(component)#m1895

[edit] Virtual Groups Solution

Goto Virtual Groups for NATP

[edit] Reports Solution

[edit] Documents Solution

See Documents for Virtual Group

[edit] Billing Solution

See Billing for Virtual Group

[edit] File Upload solution

See File Upload for Virtual Group

[edit] Comment solution

See Comment for Virtual Group

[edit] Misc

[edit] Suggested Business Process and Use Cases

See Business Process and Use Cases for NATP.

[edit] April 21 Changes

see April 21 NATP Changes

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