Delivery Trailer Report

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(CBN: Core Business Need)
(BR: Business Requirements and Design Ideas)
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Required core functionality:
Required core functionality:
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* web based system to accommodate functionality below:
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* Filters are standard main & must include all virtual group filters
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** add, edit, delete, view CTs
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* Outputs are the same as the [[Receiving Report]]
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** E Query functionality
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** [[#BR: Lock for edit condition]]
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* should be password protected
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*
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=== BR: Lock for edit condition ===
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Lock the record once a pick up trucker or estimated date is assigned
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=== BR: password protected web based access ===
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* M.O. prefers to "expand" Client App
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* Login Screen has TWO options:
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** 1) To Create a CT
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** 2) To log into client app homepage
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** We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
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** add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
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** Set "E0. Client Company" = E.A. USA Domestic
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*** this will also define E0 field
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** Part C. Link to Address Book = <this is a link to Shipper's company and user location>
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*** must be T2 only!
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=== BR: Add CT ===
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This could be on one tab or multiple tabs
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The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
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==== BR: Gen Tab fields ====
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System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
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* E0. Client Company:
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** system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
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*** [IE - E.A. USA Domestic]
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*** (not visible = not on the screen )
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* E1
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**  system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
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** (not visible)
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* C. Customer Ref #:
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* 2. Shipper (T1):
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** pre-filled based on "Part C. Link to Address Book in Non Jag profile"
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** ??? editable ???
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* 5. Export Pick-up (T4):
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** required
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** provide list from Address book;
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** same as on internal but only list USA/Canada addresses
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*** [do we need a filter???]
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*** must be defined as a parameter in Non Jag profile, not hard coded
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* 3. Consignee (T2):
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** required
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** same as on internal but only list USA/Canada addresses
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*** [do we need a filter???]
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*** must be defined as a parameter in Non Jag profile, not hard coded
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** system should copy to Delivery to as usual
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* Created by
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** read only
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* "Time CT Created"
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** new CT2 field !
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** read only
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* Created on date
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**  read only
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* 7. Pick-up Comments:
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* 15. Commodity description:
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** required
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* Cargo Available:
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* Cargo Due:
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==== BR: Cont Tab fields ====
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Everything we have on internal but: copy, move functionality
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==== BR: Query Tab fields ====
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Allow Client functionality.
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This feature is lower priority.
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=== BR: Edit CT ===
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Ability to open record and edit fields above unless [[#BR: Lock for edit condition]] is true.
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After record is locked show read-only version.
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=== BR: Delete CT ===
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Allow unless [[#BR: Lock for edit condition]] is true
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=== BR: View CTs ===
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If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
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Revision as of 14:51, 1 June 2010


Contents

Intro

This is a new report for Elizabeth Arden and its output is similar to the Truck Detailed Manifest - See Figure 3b.

CBN: Core Business Need

This wiki section is managed by: Module Owner

Core business need is for Elizabeth Arden to keep report on Jaguar Freight's trucking optimization


BR: Business Requirements and Design Ideas

This wiki section is managed by: Business Analyst

Required core functionality:

  • Filters are standard main & must include all virtual group filters
  • Outputs are the same as the Receiving Report

History

m2078

BA 2078

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