Daily Report - Elizabeth Arden

From UG

Revision as of 20:21, 16 February 2010

Parent Mantis

1722

Business Needs and Requirements

• This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

• This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)

Technical Specification

Summary

• This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
• Report shows date time stamp and how many records are found (number)
• This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

User Interface

See #Figure 1. Schedule dropdown menu

Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

Hard Coded Conditions

• This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

• Report should use CT#Created On Date date field to identify when shipment was created.

• Example of 2 reports ....

User Defined Conditions

• See Figure 2 for general filters tab below
• All filters are "multi select"
• Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
• Filters consist of several groups
• Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
  • For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
• If none of the filters are selected, generate ALL results.

Filters and Filters Matching Logic

Matching logic (selected values on General Filters Tab against CT fields):

• Client Companies:
  • Match against CT#E0 Client

• Shippers:
  • Match against CT#Shipper

• Consignees:
  • Match against CT#Consignee

• Origin Countries:
  • Match against CT#Origin country

• Destination Countries:
  • Match against CT#Destination country

• Origin Regions:

• Destination Regions:

• Client Companies:
  • Mapped to list of E0 Client

• Shippers:
  • Mapped to list of Shipper (T1)

• Consignees:
  • Mapped to list of Consignee (T2)

• Origin Countries:
  • Mapped to list of Origin country

• Destination Countries:
  • Mapped to list of Destination country

• Origin Regions:
• Destination Regions:

Output

• Create output tab with list of output headings
• These output headings are almost the same as Daily Report but label name and order differently
• Required default headings on the combo box, the rest of headings are in drop down filter output list
• List of headings #Columns Definitions

Columns Definitions

• CT# with link (JG and Non-JG users)
  • Mapped to CT#CT Num
  • If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
  • If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
  • Default on the combo box

• Vendor
  • Mapped to CT#Shipper
  • Default on the combo box

• Division
  • No mapping (Heading Only)
  • Default value: N/A for data
  • Default on the combo box

• P/O num
  • Mapped to Commodity#PO
  • Default on the combo box

• Item code
  • Mapped to Commodity#SKU
  • Default on the combo box

• Quantity
  • Mapped to Commodity#Qty
  • Default on the combo box

• Weight
  • Mapped to Commodity#Gross Kg
  • Default on the combo box

• Cartons
  • Mapped to Commodity#Pkgs On Plts
  • Default on the combo box

• Pallets
  • Mapped to Commodity#Plts
  • Default on the combo box

• Drums
  • Mapped to Commodity#Loose Pkgs
  • Default on the combo box

• Carrier
  • No mapping (Heading Only)
  • Default value: Jaguar
  • Default on the combo box

• Mode
  • Mapped to CT#Mode Of Transport
  • Default on the combo box

• Carrier Remarks
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box

• Destination
  • Mapped to CT#Consignee
  • Default on the combo box

• Estimated Delivery
  • Mapped to CT#Automated Estimated Delivery Date
  • Default on the combo box

• Actual Delivery
  • Mapped to CT#Actual Delivery Date
  • Default on the combo box

• Revise Date
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box

• Remarks Planning
  • No mapping (Heading Only)
  • Default value to blank
  • Default on the combo box

• Customer References#
  • Mapped to CT#Customer Ref

• Origin Countries
  • Mapped to CT#Origin Country

• Destination Countries
  • Mapped to CT#Destination Country

• Item Description
  • Mapped to Commodity#Description

• Custom fields
  • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
  • Heading Must be dynamic name
    • For example: if there is a custom field "Extra line 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1"

• Total CBM
  • Mapped to Commodity#Grand Total: cbm

• Authorization
  • No mapping (Heading Only)
  • Default value to blank
  • this field is allowed user to manage it manually [Y/N]

Sort By Definitions

• Sort by CT# from earlier CT# to newer CT#

Summary

• Output is a spreadsheet
• Spreadsheet tabs: There is ONLY one tab
• Spreadsheet consists of Header, Body, and footer
• Header:
  • Report name
  • Date Time Stamp
  • Criteria (list of filter(s) selected)
  • Jaguar Logo
• Body: (general info)
  • Consists of columns and rows
    • Column: headings
    • Row: shipment records
• Footer
  • There is no footer

Special Cases

TBD

Figures

Figure 1. Schedule dropdown menu

Figure 2. General Tab

History

RFC