Shipper Interface

This wiki section is managed by: Module Owner

Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:

• 1) significantly cut man hours at Jaguar
• 2) streamline / minimize communications

Later (in 1-3 months) another big problem should be solved with a help of Shipper Interface: complicated approval process.

This wiki section is managed by: Business Analyst

Required core functionality:

• web based system to accommodate functionality below:
  • add, edit, delete, view CTs
  • E Query functionality
  • #BR: Lock for edit condition
• should be password protected

BR: Lock for edit condition

Lock the record once a pick up trucker or estimated date is assigned

BR: password protected web based access

• M.O. prefers to "expand" Client App

• Login Screen has TWO options:
  • 1) To Create a CT
  • 2) To log into client app homepage

• • We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
  • add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
  • Set "E0. Client Company" = E.A. USA Domestic
    • this will also define E0 field
  • Part C. Link to Address Book = <this is a link to Shipper's company and user location>
    • must be T2 only!

BR: Add CT

This could be on one tab or multiple tabs The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)

BR: Gen Tab fields

System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):

• E0. Client Company:
  • system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
    • [IE - E.A. USA Domestic]
    • (not visible = not on the screen )

• E1
  • system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
  • (not visible)

• C. Customer Ref #:

• 2. Shipper (T1):
  • pre-filled based on "Part C. Link to Address Book in Non Jag profile"
  •  ??? editable ???

• 5. Export Pick-up (T4):
  • required
  • provide list from Address book;
  • same as on internal but only list USA/Canada addresses
    • [do we need a filter???]
    • must be defined as a parameter in Non Jag profile, not hard coded

• 3. Consignee (T2):
  • required
  • same as on internal but only list USA/Canada addresses
    • [do we need a filter???]
    • must be defined as a parameter in Non Jag profile, not hard coded
  • system should copy to Delivery to as usual

• Created by
  • read only

• "Time CT Created"
  • new CT2 field !
  • read only

• Created on date
  • read only

• 7. Pick-up Comments:

• 15. Commodity description:
  • required

• Cargo Available:

• Cargo Due:

BR: Cont Tab fields

Everything we have on internal but: copy, move functionality

BR: Query Tab fields

Allow Client functionality.

This feature is lower priority.

BR: Edit CT

Ability to open record and edit fields above unless #BR: Lock for edit condition is true.

After record is locked show read-only version.

BR: Delete CT

Allow unless #BR: Lock for edit condition is true

BR: View CTs

If implementation is Client App based - use existing CT list. Else any basic CT list is fine.

This wiki section is managed by: Systems Analyst

MOT (SA)

For Truck-domestic only.

Hard coded conditions (SA)

We need to report all CTs that are:

• (CT#On Customer Hold = false)
• and (CT#Pending Approval = false)
• and (CT#Actual_Delivery_Date is empty)

Filters (SA)

Same as in Trucking Optimization Report.

Output (SA)

Types of output (SA)

Spreadsheet only.

Columns (SA)

1) Fields to include - see below

2) Order on xls (left to right) as below

• CT#CT_Num
  • use Reports_Output#CT_Num_without_hyperlink
• CT#Created On
• CT#Cargo available
• CT#Actual Pick Up Date
• CT#Actual Delivery Date

• Address#Company related to CT#Pick Up
• Address#Phone related to CT#Pick Up
• Address#City related to CT#Pick Up
• Address#State related to CT#Pick Up
• Address#Zip related to CT#Pick Up

• Commodity#PO related to CT#CT Num
• Commodity#SKU related to CT#CT Num
• Commodity#Plts related to CT#CT Num
• Commodity#Loose Pkgs related to CT#CT Num
• Commodity#Gross_Lb related to CT#CT Num

• Address#Company related to CT#Delivery To
• Address#Phone related to CT#Delivery To
• Address#City related to CT#Delivery To
• Address#State related to CT#Delivery To
• Address#Zip related to CT#Delivery To

• CT#Pick Up Trucker
• CT#Delivery Trucker

3) Use Reports_Output#LIPCO_multi_line

4) Label for each field - see below:

CT#

Created On
Cargo available
Actual Pick Up Date
Actual Delivery Date

Pick Up Company 
Pick Up Phone
Pick Up City
Pick Up State
Pick Up Zip

PO
SKU
Plts  
Loose Pkgs  
Gross Lb  

Deliver To Company (! changed)
Delivery Phone
Delivery City
Delivery State 
Delivery Zip

Pick Up Trucker
Delivery Trucker

Tabs

One tab

Sort Order (SA)

Sort by CT#Actual Delivery Date; earliest on the top.

Schedule vs Generate (SA)

Need both.