Reports Output

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Revision as of 18:32, 20 May 2010

Info

parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2036

Business Need (MO)

Business Requirements (BA)

Option for CT hyper link (BR)

Biz Need:

Option to display or not display CT # on output excel without hyperlink.

Suggested Design:

Add checkbox on Output Tab provide this option.

Make ALL CT fields available for output

Rule for labeling:
- on Output tab - show Standard Long Label
- on HTML View and Spreadsheet - show Standard Short Label

How to group or order them on Output Tab (Select From panel):
- now they are not grouped / ordered and when we have a very long list this is an issue
- now we need to select one at a time - this is too slow
- please suggest alternative designs so we can choose

Internal vs Client:
- All fields should only be available for internal

Design (SA)

Lines Per CT Option (LIPCO)

LIPCO multi line

In this case system must show all commodity lines for one CT. See example below.

Non Commodity table field values would have to be repeated (including CT#)

LIPCO one line

In this case on output system must show only one line for one CT. Commodity information must be summarized. For example see CT# 199001 below.

If CT has more than one line in Commodity Table then:

for Commodity Table numerical columns (Plts, Weight, etc) show total number
for Commodity Table character column (SKU, PO, etc) show any one value and add "++" at the end indicating that there are more

Option for CT hyper link

CT Num with hyperlink

mapping: CT#CT Num
this number is a hyperlink to Client App OR Internal App (View or Edit)

CT Num without hyperlink

mapping: CT#CT Num

Output Fields

Default labels defined in BO wikis (see Reports section under particular field)

Created On Date

label on xls: Date Created
mapping: CT#Created On Date

Cargo Available

label on xls: Date Available
mapping: CT#Cargo Available

Cargo Due

label on xls: Due Date
mapping: CT#Cargo due

Ship from State

label on xls: Ship from State
mapping: State from CT#Pick Up

Ship from Zip

label on xls: Ship from Zip
mapping: Zip from CT#Pick Up

Ship to State

label on xls: Ship to State
mapping: State Ct#Delivery_To

Ship to Zip

label on xls: Ship to Zip
mapping: State Ct#Delivery_To

SKU

label on xls: SKU
mapping: Commodity#SKU

Gross KG

label on xls: Gross KG
mapping: Commodity#Grand_Total:_Gross_Kg

Gross LB

label on xls: Gross LB
mapping: Commodity#Grand_Total:_Gross_Lb

History

BA

1) Have all CT fields available on all CT reports - see #Make_ALL_CT_fields_available_for_output
2) Make report filters & output more flexible for every report #Add more flexibility

See Reports_Output#Business_Requirements_.28BA.29

@@ Line 19: / Line 19: @@
 === Make ALL CT fields available for output  ===
-* Rule for labeling on:
+* Rule for labeling:
-** Output Tab - name same as on CT Profile (but remove "extra info". For example: for "3. Consignee (T2):" show "Consignee" )
+** on Output tab - show [[Standard Long Label]]
-** Spreadsheet -  show same label as above onto Output Tab
+** on HTML View and Spreadsheet - show [[Standard Short Label]]
-* How to group or order them on Output Tab:
+* How to group or order them on Output Tab (Select From panel):
-** please suggest alternative designs so we choose
+** now they are not grouped / ordered and when we have a very long list this is an issue
+** now we need to select one at a time - this is too slow
+** please suggest alternative designs so we can choose
 * Internal vs Client:
-** Currently should only be available for internal
+** All fields should only be available for internal
 == Design (SA) ==