Shipper Interface

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(Functionality)
(Domestic Shipping Portal)
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:* Edit
:* Edit
:** Display - Only on New Tab
:** Display - Only on New Tab
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:** Lock for edit condition: IF Ct#Export_Pick_Up_Trucker '''OR''' Ct#Estimated_Export_Pick_Up_Date is '''NOT EMPTY''' THEN shipment record is '''READ ONLY'''
+
:** Lock for edit condition: IF [[Ct#Export_Pick_Up_Trucker]] '''OR''' [[Ct#Estimated_Export_Pick_Up_Date]] is '''NOT EMPTY''' THEN shipment record is '''READ ONLY'''
:* Delete
:* Delete
:** Display - Only on New Tab
:** Display - Only on New Tab

Revision as of 21:48, 10 June 2010


Contents

General Info

Data dictionary

General fields:

  • Shipper
  • Pick Up location
  • Ship To location
  • PO Issued by
  • Created by
  • Created on (date and time)
  • Pick Up Comments
  • Commodity Description
  • Cargo available

Commodity fields:

  • PO
    • meaning:
    • type/format:
    • default:
    • required?
    • short name:
  • SKU
  • Quantity (Qty)
  • Item description
  • Number of pallets
  • Number of packages on pallets
  • Loose packages
  • Gross Weight
  • Item Value
  • Total value
  • Haz/Non-Haz
  • Stackable

Functionality

Add shipment

Shipper user should be able to add shipment with the following fields - see below.


Edit shipment

Delete shipment

View shipments

notifications feature

visibility

Adding new address by Shipper User

  • Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.
  • Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
  • It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
  • New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
  • There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
  • NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)

Password protected web based access

  • 2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
  • If user is only a shipper, THEN user logs on straightly to the Domestic Shipping Portal
  • General client user logs on straightly to CyberTrax Homepage

Intro

This is a new module therefore at this moment it is not clear what components are required or affected. As a result all requirements are documented in this "main" article for now.

Related Concepts and Glossary

  • TBD

CBN: Core Business Need

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.


BR: Business Requirements and Design Ideas

see original requirements here: Shipper Interface (BR)

Systems Design and Prototype

This wiki section is managed by: Systems Analyst

User Profile from Non-Jaguar Users Profile

  • Create an account from Non-Jaguar Users Profile
  • User can be at least one role or up to 3 roles:
    • Client
      • Select E0.Client Company - Visible the shipments that belong to E0.Client Company
    • Shipper
      • Check Shipper field and select the E0. Client Company that would be created for
    • External Manufacturer
      • Check External field and select PO.issued by company on dropdown list

Shipper User profile

  • Do a similar things as creating a client user account for part A. General Info
  • Set Part B. Visibility
    • Visibility should be set properly
  • Shipper checkbox - checked
  • Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
    • For example: E.A USA Domestic
    • System automatically updates this field E0.Client Company on internal app as "E.A USA Domestic" when user create a shipment on shipper interface
    • If there is more than one E0. client companies that shipper can create CT for, set it to blank value
  • Set Part C. Link to Address book
  • This address automatically updates Shipper field on Shipper Interface and welcome user log in message on user profile

EM user profile

  • Do a similar things as creating a client user account for part A. General Info
  • Set Part B. Visibility
    • Visibility should be set properly
  • External Manufacturer checkbox - checked
  • P.O Issued by - select company that external Manufacturer can approve the shipment for
    • For example: CEI Holmdel
    • When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY
  • Set Part C. Link to Address book
  • This address is for welcome message on user profile

Summary

  • Log on to client application as a shipper or an external manufacturer

Domestic Shipping Portal

  • Tabs: New, Approved, Hold, Rejected, Delivered, and Archived tabs
  • Filter: Client Company
  • Shipment List table:
  • CT#
    • Display - All tabs
  • Created On
    • Display - All tabs
  • Pick Up Location
    • Display - All tabs
  • Delivery Location P.O
    • Display - All tabs
  • SKU
    • Display - All tabs
  • Qty
    • Display - All tabs
  • Copy button
    • Display - Only Rejected Tab
  • Buttons:
  • Paging
  • Sorting

Add CT

  • Create CT page
  • Pop-up window - see #Figure 6. Add CT(s)- General Tab
  • MOT: Default to Truck- Domestic - Hidden field
  • Pre-filled E0.Client Company field - hidden field
    • Mapping: E0.Client company from Non-Jaguar user > Create CT for E0.Client Company if there is only one client company
    • For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to EA USA Domestic

OR

  • default to blank if there is many different E0.Client Companies that shipper can create for
    • For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies


General Tab

E0. Client Company:

  • Label: E0. Client Company
  • Widget: Combobox
  • Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility> Shipper."Create CT for Client Company in Non Jag profile"
  • Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
  • Required: Yes
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

  • Label: E1. Visibility 1
  • Widget: Combobox
  • Mapping: None
  • Required: Yes
  • Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

Shipper:

  • Label: Shipper:
  • Widget: Read Only Combobox without C button
  • Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
  • Default: value from Jag User profile part C address book
  • Required: Yes
  • Note: Not editable! No clear button

Pick-Up Location:

  • Label: Pick-Up Location:
  • Widget: Read Only for selected list Combobox with Clear(C) button
  • Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
  • Default: Yes - copy company address from Shipper field
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Ship To Location:

  • Label: Ship To Location:
  • Widget: Read Only for selected list Combobox with Clear(C) button
  • Mapping: Address book> Consignee (T2) ONLY list USA/Canada address
  • Default: blank
  • Required: Yes
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....

P.O. Issued by:

  • Label: P.O. Issued by:
  • Widget: Listbox
  • Mapping: Admin> P.O. Issued by - See [[]]
  • Default: blank
  • Required: Yes

Pick-up Instruction:

  • Label: Pick-up Instruction:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank
  • Required: No

Commodity description:

  • Label: Commodity description:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank

Cargo Available:

  • Label: Cargo Available:
  • Widget: datebox
  • Mapping: None
  • Default: Copy from Create On
  • Condition: Allow user to edit this date to today, tomorrow, the next day date ONLY.

Created by

  • Combine created by, Time CT Created, and Created on field
  • Label: Created by
  • Widget: Read ONLY textbox
  • Mapping: Non-Jag user profile
  • Default: current shipper user login First and Last names
  • Mapping: CT_bo#Created_On_Date
  • Default: System Date stamps when shipment is first created
  • Mapping: System Timestamps
  • Default: System Timestamps when shipment is first created

P.O

  • Label: P.O.
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

SKU

  • Label: SKU
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Qty

  • Label: Qty
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Item Description

  • Label: Item Description
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

# Plt

  • Label: # Plt
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

pkgs on plt

  • Label: Pkgs on Plt
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Loose pkgs

  • Label: Loose pkgs
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

GW

  • Label: GW with unit option [Lbs/Kgs]
  • Widget: textbox
  • Mapping: n/a
  • Default: Lbs

Piece price

  • Label: Piece price
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Total Value

  • Label: Total Value
  • Widget: Read only textbox
  • Mapping: n/a
  • Value: Qty * Piece price
  • Default: blank

Haz/Non-Haz

  • Label: Haz/Non-Haz
  • Widget: Listbox
  • Mapping: n/a
  • Value: [Yes][No]
  • Default: No

Stackable

  • Label: Commodity description:
  • Widget: Listbox
  • Mapping: n/a
  • Value: [Yes][No]
  • Default: Yes

Clear button

  • Check commodity line(s) then click Clear button, info is reset to blank for that line(s)

Save button

  • Click Save button, System checks whether all majority fields are entered before all info is saved in the system
  • If at least one of the majority fields are not entered, then system will not allow records to be saved and show warning message
  • Each line of commodity table will be generated individual shipment record (CT#)
    • For example, there are 10 lines of filled PO/SKU(s), system will generate 10 different shipment records after user clicks Save button

Delete button

  • Click Delete button, message warning pop-up condition below:
    • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
    • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
    • ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
      • If Yes, shipment record can be deleted
      • If No or Cancel, shipment record stays as it is

CyberTrax Homepage

  • Under Shipment List menu
  • Default: Live Tab
  • Condition:
    • Shipment that is approved: should be showing on Live tab?

Domestic Shipment List

  • Buttons:
  • Edit
  • Delete
    • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
    • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
    • ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
      • If Yes, shipment record can be deleted
      • If No or Cancel, shipment record stays as it is
  • Show Selected
    • Select a shipment record
    • Click Show Selected OR double clicks on a shipment record
    • View shipment detail page consists of:
      • Shipment Details Tab

????? (Need to list what info should be showing?)

      • Contents Tab

?????(Need to list what info should be showing?)

      • Communication Center Tab

?????(To: who? specific EADOM? and this is the same as Query tab when creating a CT, should we name it the same?, what the behaviors of this tab?)

  • Filter:
  • Client Company
    • Label: Client Company
    • Widget: Listbox with only client companies that shipper was created
    • Buttons:
      • Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
      • Clear: reset information
  • Condition:

?????(how long this shipment stay in shipment lists on Created CT tab?, JG operator will be the one to set the visibility for client company, correct? once it is removed, does it need some kind of notification to the shipper?)

Figures

Figure 1. Create Shipper Account from Non-Jaguar User

File:Non-JGShipper.JPG

Figure 2. Shipper logs In

File:ShipperInterfaceLogin.JPG

Figure 3. New Tab

File:CreatedCTList.JPG

Figure 4. Approved and Hold Tabs

File:ApproveCTTab.JPG

Figure 5. Rejected Tab

File:RejectedCTTab.JPG

Figure 6. Add CT(s)- General Tab

File:GeneralCreateCT1.JPG

Figure 7. Enter Info - General Tab

File:GeneralCreateCT6.JPG

Figure 8. View Info - General Tab

File:GeneralCreateCT8.JPG

History

m2078

BA 2078

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