ASN 20 Solution

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== Jaguar Operator Related Functionality ==
== Jaguar Operator Related Functionality ==
-
TBD
+
As in ASN 1X shipments that are approved (or not require approval) needs to come under radar of operators so that they start to be handled.
 +
 
 +
This is achieved by New Approved But Not Handled Shipments Dashboard Report (aka ANH Report).
 +
 
 +
It is similar in spirit and functionality to TDS Dashboard in ASN 1X for TMS Domestic shipments for EA.
 +
 
 +
=== Overview of core ANH DB functionalities ===
 +
 
 +
* newly approved shipments should appear on DB and stay there until they are noticed and acted on by operator
 +
* once operator starts handling them they should "drop off" of this DB; this should happen once [[#Approved but Not Handled (ANH) Condition]] is achieved
 +
* 1st level:
 +
** provides counters and breakdown per MOT and Client Company
 +
** Jag Ops user profile can be configured to limit to specific subset of MOTs as well as Cient Companies
 +
* 2nd level provides (as in TDS):
 +
** display of shipments with details (selected attributes)
 +
** filters
 +
** "actions" list (ability to select several shipments that satisfy criteria and apply action)
 +
*** action to create GRP (new in ASN 20)
 +
 
 +
[Fig TBD]
 +
 
 +
=== ANH DB Admin ===
 +
Options for specific user:
 +
* enable/disable
 +
* E0 multiselect - limits list of client companies available on DB
 +
* MOT multiselect - limits list of MOTs available on DB - see below
 +
 
 +
[Fig TBD]
 +
 
 +
=== ANH DB list of MOTs ===
 +
Air / Ocean LCL / Ocean FCL / Truck Dom (non-TMS) / Truck Air (LDP) / Truck Ocean (LDP)
 +
 
 +
=== ANH DB 1st level ===
 +
Provide counters in a tabular form.
 +
 
 +
Columns - MOTs - see above.
 +
 
 +
Rows - Client Company list.
 +
 
 +
=== ANH DB 2nd level ===
 +
* filters - same as in ASN 1X TDS for now
 +
* CT List - same as in TDS
 +
* actions list
 +
** add "create GRP" action
== SOWs and Change Requests ==
== SOWs and Change Requests ==

Revision as of 05:14, 6 August 2012


Contents

Preliminary Remarks

ASN 2.0 vs ASN 1.X

ASN 2.0 is an extension of ASN 1.X functionality therefore significant functionality remains intact and this wiki maintains focus on explaining what to add and change. As usual I do not repeat/copy here what to carry over from ASN 1.X. But I do briefly point out some of the major functionality to preserve.

ASN 2.0 vs International Portal and related gaps

Originally this scope was kept under larger International Portal project. Most recenetely it was decided to extract ASN functionality and deploy to Prod as soon as possible. This project to be called ASN 2,0.

Some features that were developed or half-developed under I-Portal such as Flex CT editor, merge of Client and Internal App were put on hold.

Some, such as Flex User roles will be used for this module, but some adjustment required (some Roles will be defined as Flexible and some as Built In).

Also we need to provide TMS vs non TMS option for Truck domestic.

Preliminary Tasks

Add TMS E0 attribute

Currently "TMS solution" supports only one Client Company (E0) at a time - we can not send shipments to TMS that are identified by more than one E0 - this case is not defined - no code or business process exists to handle this case properly.

We need to add parameter to the system that defines what E0 "is linked to" TMS currently. This will help in :

  • reporting (for example for DR/KPi reporting we will know what CTs are linked to cost that we receive from TMS and store in special Load table vs costs entered by operators)
  • validation (to make sure we do not send CTs from more than one E0 to TMS)

See mock up below.

Add Role Type attribute: Built In vs User Defined User Roles

We have to distinguish between Built In and User Defined User Roles.

Also this should be obvious for the user - what role is Built In and what is User Defined.

This should be a new attribute of User Role Entity.

User Defined Role is a role that can be created and fully defined by user through Open Admin > Security > User Roles.

See UI changes on the Figure below:

1 - change button label

2 - add "User Type" column

Add Generic Shipper and Generic Planner Built In User Roles

Currently the only Shipper and related Planner roles defined in the system are "EA Shipper" and "EA Planner". These are built in roles.

They currently support only Elizabeth Arden (EA) Domestic Trucking workflow.

Since it is intention to increment/change EA workflow and also to add support for any Client Company without distracting existing operations it is suggested to create two new built in roles "Generic Shipper" and "Generic Planner" that would fully satisfy ASN 2.0 requirements.

See #3 and #4 on the Figure above.

Deploy this into production. After release we would have:

  • EA Shipper
  • EA Planner
  • Generic Shipper
  • Generic Planner

At that point In production we could:

  • start creating new Generic Shippers/Planners for any E0
  • transfer all users from EA Shipper to Generic Shipper
  • transfer all users from EA Planner to Generic Planner
  • remove EA Planner, EA Shipper (in the following Rel to Prod) 
Important Note to Developer
------------------------
Code should be re-used by both EA and Generic Shipper/Planners. 
Obviously we should not create separate similar code for EA vs Generic roles.

Make PO Issued By attribute Client Company specific

Since every Client Company has its own PO Issued By List it has to be defined in Client Company profile - see 1 on Figure below.

Since approval type will be Shipper specific we have to move related parameters to Shipper profile - see 2 on Figure below.


Shipper Related Functionality

New Shipper Profile

See mock up below.

Shipper Profile General section

First 3 controls remains in ASN 2.X. 

NOTE: Limitation on number of E0 companies associated with one Shipper User
-------------------------------------------------------------------
Currently one Shipper User can be associated only with one E0. 
In the future this limitation might be lifted to associate with many.

"Approval options section" has been added. This section defines approval workflow for CTs created by shipper.

PO Issued by list is taken from E0 Client Company.

For every PO Issued By three parameters needs to be defined:

  • Approval Process (as defined in ASN 1.X; new types has been added)
  • Cargo Due Feature on/off (as defined in ASN 1.X)
  • Air Approval (new parameter; see #Air Approval Type) 
NOTE: Approval process type might become MOT specific as well in the future
------------------------------------------------------------------
In that case approval type would not only be Shipper and PO Issued By specific 
but also MOT specific.
Approval options table would be repeated for every MOT section in this case.

Shipper Profile MOT specific sections

See mock up above.

If user selects TMS option then system must validate that E0 in Shipper profile is the same as defined in TMS Admin.

Create CT - Universal ASN Form

This new ASN form allows shippers to create CTs for different mode.

See Figure below.


Commodity table

TBD

Transp Mode and Equipment attributes

TBD

On Save Logic

Preserve such logic defined in ASN 1.X:

  • Preview Screen
  • Confirmation notifications
  • Email Notifications

See it defined here: ASN 1.X#Create_CT_record. (NOTE: This wiki might not be completely up to date).

View list of CT records as a Shipper

Preserve existing logic. See ASN_1.X#View_list_of_CT_records_as_a_shipper.

Edit, Clone, Delete CT records as a Shipper

Preserve existing logic. See ASN_1.X#Core Shipper Functionality.

Planner Related Functionality

New Planner Profile

View list of CT records as a Planner

Preserve existing functionality: ASN_1.X#View_list_of_CT_records_as_a_planner

Authorize CT records

Preserve existing functionality: ASN_1.X#Authorize_CT_records.

See also ASN_1.X#Double Approval Process Feature.

Add the following functionality - see below.

Approval types

Air Approval Type

This is an additional layer of approval for Air shipments that is required before CTs become visible to Jag Ops.

CTs created by Shipper Users that have this approval type selected would require Planner User who's is "Air Planner" to approve this shipments.

No Approval Type

CTs created by Shipper Users that have this approval type selected would be automatically available for Jag Ops bypassing any approval layer (unless Air Approval is required).

SKU to Planner mapping

This feature is defined in ASN 1.X: ASN_1.X#SKU_to_Planner_Mapping_Feature.

Needs to be extended.

Detailed spec TBD.

Jaguar Operator Related Functionality

As in ASN 1X shipments that are approved (or not require approval) needs to come under radar of operators so that they start to be handled.

This is achieved by New Approved But Not Handled Shipments Dashboard Report (aka ANH Report).

It is similar in spirit and functionality to TDS Dashboard in ASN 1X for TMS Domestic shipments for EA.

Overview of core ANH DB functionalities

  • newly approved shipments should appear on DB and stay there until they are noticed and acted on by operator
  • once operator starts handling them they should "drop off" of this DB; this should happen once #Approved but Not Handled (ANH) Condition is achieved
  • 1st level:
    • provides counters and breakdown per MOT and Client Company
    • Jag Ops user profile can be configured to limit to specific subset of MOTs as well as Cient Companies
  • 2nd level provides (as in TDS):
    • display of shipments with details (selected attributes)
    • filters
    • "actions" list (ability to select several shipments that satisfy criteria and apply action)
      • action to create GRP (new in ASN 20)

[Fig TBD]

ANH DB Admin

Options for specific user:

  • enable/disable
  • E0 multiselect - limits list of client companies available on DB
  • MOT multiselect - limits list of MOTs available on DB - see below

[Fig TBD]

ANH DB list of MOTs

Air / Ocean LCL / Ocean FCL / Truck Dom (non-TMS) / Truck Air (LDP) / Truck Ocean (LDP)

ANH DB 1st level

Provide counters in a tabular form.

Columns - MOTs - see above.

Rows - Client Company list.

ANH DB 2nd level

  • filters - same as in ASN 1X TDS for now
  • CT List - same as in TDS
  • actions list
    • add "create GRP" action

SOWs and Change Requests

SOW 1 Create new branch for this project from trunk; create envir for QA/SIT/UAT

mantis: 0003680

Call it "ASN 20".

Retrieved from "https://wiki.jaguarfreight.com/ASN_20_Solution"
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