Client Main Report

From UG

Revision as of 15:17, 30 September 2009

Major Edits

• --Alex 22:21, 31 July 2009 (UTC) : added Business Requirements section
• --Alex 22:35, 31 July 2009 (UTC) : added alternative naming for specs (with "it" or "mw")
• --Alex 22:53, 31 July 2009 (UTC) : added it2)
• --Alex 23:15, 31 July 2009 (UTC) : updasted mw2)
• see wiki history for minor edits

Dev

Mantis parent: 0000591:Client.Reports

Business Requirements

• The goal of this component is to give client user ability to run reports
• We can give same reports we have for Jag user
• Of course we need to adapt them:
  • show client user only "his records" (that we allowed him to see)
  • show client user only "his filters" (that we allowed him to see)
  • output format might be different for jag vs non-jag user

Specs

ss1 This component consists of:

• Client In Transit Report
• Client Main (Wizard) Report

ss2 see separate sections in this doc for each report

Client In Transit Report SS

it1)(ss1) This is a client version of In Transit Report.

it2) (ss2) All same but:

• extra filter: Client visibility rule
• new: do not show Client Companies: filter --Alex 22:56, 31 July 2009 (UTC)

Feedback from Simon (meeting on 18 Aug 2009) --Tira 12:44PM , 19 Aug 2009 (UTC)

• Rename "Original Country" to "Origin Country"
• All the same BUT these filters MUST be client specific auto populated:
  • Client Companies
  • Origin Country
  • Destination Country
  • AIR
    • Origin Airport (also update name from "Original" to "Origin"
    • Destination Airport
  • OCEAN
    • Origin Port/Terminal (also update name from "Original" to "Origin"
    • Destination Port/Terminal

Client Main (Wizard) Report SS

mw1) (ss1) This is a client version of Main Wizard Report

mw2) (ss2) All same but: --Alex 23:24, 31 July 2009 (UTC) See additional specs for changes --Tira 11:33, 19 Aug 2009

• extra filter: Client visibility rule
• new remove these filters:
  • Export Ref # contains:
  • Import Ref # contains:
  • Jaguar 3rd Ref # contains:

Client.Report.MainTabs

Additional specs --Tira 11:33, 19 Aug 2009

• There are 4 filters tabs: General Filters, Transportation Filters, Date Filters, and Output

• General Filters
  • All the same but these filters drop down list MUST be Client specific: Auto populated (currently showing the whole long list, it should show only the specific list for client):
    • Client Company
    • Shipper
    • Consignee
    • Origin Country (also update name from "Original Country" to "Origin Country"
    • Destination Country
    • Shipping Terms
    • Pickup Locations
    • Delivery Locations
  • Remove Cargo Locations

• Transport Mode filters in General Tab logic connect to Transportation Filters:
  • IF client select ANY OCEAN and click check box, Transportation Filters tab will show ONLY ocean filters as below:
    • Container#s
    • Shipping Line (also update name from "Steamshipline" to "Shipping Line"
    • Origin Port/Terminal (also update name from "Original Port/Terminal" to "Origin Port/Terminal"
    • Destination Port/Terminal
    • Vessel Name Contains
  • IF client select AIR and click check box, Transportation Filters tab will show ONLY air filters as below:
    • Airlines
    • Origin Airport (also update name from "From Airport" to "Origin Airport"
    • Destination Airport (also update name from "To Airport" to "Destination Airport"

• Transportation Filters
  • AIR filters will ONLY show when client clicks AIR for Transport Mode in General filter tab
    • These filters drop down list MUST be Client specific: Auto populated(currently showing the whole long list, it should show only the specific list for client):
      • Airlines
      • Origin Airport
      • Destination Airport
  • OCEAN filters will ONLY show when client clicks ANY OCEAN for Transport Mode in General filter tab
    • These filters drop down list MUST be Client specific: Auto populated(currently showing the whole long list, it should show only the specific list for client):
      • Container#s
      • Shipping Line
      • Origin Port/Terminal
      • Destination Port/Terminal
      • Vessel Name Contains
  • Remove these filters:
    • Pickup Truckers
    • Delivery Truckers
    • Co-Loader Ocean
    • Co-Loader Air

• Date Filters
  • Order of Filters from the top to the bottom"
    • Estimated Pickup Date:
    • Actual Pickup Date:
    • Estimated Departure Date:
    • Actual Departure Date:
    • Estimated Arrival Date:
    • Actual Arrival Date:
    • Estimated Delivery Date:
    • Actual Delivery Date:
  • Date Logics:
    • "Delivery Date" cannot be before "Arrival Date", "Departure Date", and "Pickup Date"
    • "Arrival Date" cannot be before "Departure Date", and "Pickup Date"
    • "Departure Date" cannot be before "Pickup Date"
  • Must have "clr" button for every date field

• Output
  • Logic for these lists. When client selects "Transport Mode" from General tab to AIR or Ocean, lists of AIR or Ocean hide/show to apply with particular Mode in output dropdown list.
  • These header lists should be in output dropdown
    • Field // Mode
    • CT# // ALL
    • Shipper // ALL
    • Consignee // ALL
    • Mode // ALL
    • PO# // ALL
    • Item# // ALL
    • Origin Port // ALL
    • Destination Port // ALL
    • Origin Region // ALL
    • Destination Region // ALL
    • Notification Date // ALL
    • Authorization Date // ALL
    • ETS // ALL (this is mapped to field ExpTab 12b)
    • ATS // ALL (this is mapped to field ExpTab 12c)
    • ETA // ALL (this is mapped to field ExpTab 14b)
    • ATA // ALL (this is mapped to field ExpTab 14c)
    • Estimated Collection Date // ALL (this is mapped to a field in ContTab for FCL shipment)
    • Actual Collection Date // ALL (this is mapped to a field in ContTab for FCL shipment)
    • Requested Delivery Date // ALL (this is mapped to a field in ContTab for FCL shipment)
    • Actual Delivery Date // ALL (this is mapped to a field in ContTab for FCL shipment)
    • Total Pallets // ALL
    • Total Loose Packages // ALL
    • Total Weight // ALL
    • Total Chargeable Weight // ALL
    • Description // ALL
    • Vessel name //OCEAN
    • Flight Number // AIR
    • HAWB# // AIR
    • Container# (s) // OCEAN
    • Airline // AIR
    • Shipping Line // OCEAN

More information from fields above:

Air

ETS :ExpTab 11b. Airport of Departure:
ATS :ExpTab 11c. ATD - Actual Time of Dept:
ETA :ExpTab 14b. ETA - Est Time of Arrival:
ATA :ExpTab 14c. ATA - Actual Time of Arrival:
Estimate Collection Date: GenTab 9. Estimated Export Pick-Up Date:
Actual Collection Date: GenTab 10. Actual Export Pick-Up Date:
Requested Delivery Date: ImpTab b.Estimated Delivery Date:
Actual Delivery Date: ImpTab b.Actual Delivery Date:

Ocean

ETS :ExpTab 12b. ETD:
ATS :ExpTab 12c. ATD:
ETA :ExpTab 14b. ETA:
ATA :ExpTab 14c. ATA:
Estimate Collection Date: ContTab for FCL shipment, GenTab 9. Estimated Export Pick-Up Date: for LCL
Actual Collection Date: ContTab for FCL shipment, GenTab 10. Actual Export Pick-Up Date: for LCL
Requested Delivery Date: ContTab for FCL shipment, ImpTab 10. Estimated Delivery Date: for LCL
Actual Delivery Date: ContTab for FCL shipment, ImpTab 11. Actual Delivery Date: for LCL

Truck

ETS :GenTab 9. Estimated Export Pick-Up Date:
ATS :GenTab 10. Actual Export Pick-Up Date:
ETA :GenTab x. Estimated Delivery:
ATA :GenTab y. Actual Delivery:
Estimate Collection Date: GenTab 9. Estimated Export Pick-Up Date:
Actual Collection Date: GenTab 10. Actual Export Pick-Up Date:
Requested Delivery Date: GenTab x. Estimated Delivery:
Actual Delivery Date: GenTab y. Actual Delivery:

Use cases

QA

Look And Feel

Tweaks

tw1) remove Go back button from the where Is top bar. -- Tira 11:20 AM 28 July 2009 (UTC)

RFC

rfc1) Simon would like to have dynamic filters for Client App by setting filters in Admin Mode for Non-jaguar Users -- Tira 12:33PM 19 Aug 2009 (UTC)