Shipper Interface
From UG
(→Figure 3. Create Shipper Account from Non-Jaguar User) |
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</div> | </div> | ||
+ | |||
+ | == Detailed Design == | ||
+ | <div style="background-color:DarkSeaGreen;" > | ||
+ | |||
+ | ''This wiki section is managed by: [[Systems Analyst]]'' | ||
+ | |||
+ | |||
+ | |||
+ | === MOT (SA) === | ||
+ | For Truck-domestic only. | ||
+ | |||
+ | === Hard coded conditions (SA) === | ||
+ | |||
+ | We need to report all CTs that are: | ||
+ | |||
+ | *([[CT#On Customer Hold]] = false) | ||
+ | * and ([[CT#Pending Approval]] = false) | ||
+ | * and ([[CT#Actual_Delivery_Date]] is empty) | ||
+ | |||
+ | === Filters (SA) === | ||
+ | |||
+ | Same as in [[Trucking Optimization Report]]. | ||
+ | |||
+ | === Output (SA)=== | ||
+ | |||
+ | ==== Types of output (SA) ==== | ||
+ | |||
+ | Spreadsheet only. | ||
+ | |||
+ | ==== Columns (SA) ==== | ||
+ | |||
+ | 1) Fields to include - see below | ||
+ | |||
+ | 2) Order on xls (left to right) as below | ||
+ | |||
+ | * [[CT#CT_Num]] | ||
+ | ** use [[Reports_Output#CT_Num_without_hyperlink]] | ||
+ | * [[CT#Created On]] | ||
+ | * [[CT#Cargo available]] | ||
+ | * [[CT#Actual Pick Up Date]] | ||
+ | * [[CT#Actual Delivery Date]] | ||
+ | |||
+ | * [[Address#Company]] related to [[CT#Pick Up]] | ||
+ | * [[Address#Phone]] related to [[CT#Pick Up]] | ||
+ | * [[Address#City]] related to [[CT#Pick Up]] | ||
+ | * [[Address#State]] related to [[CT#Pick Up]] | ||
+ | * [[Address#Zip]] related to [[CT#Pick Up]] | ||
+ | |||
+ | * [[Commodity#PO]] related to [[CT#CT Num]] | ||
+ | * [[Commodity#SKU]] related to [[CT#CT Num]] | ||
+ | * [[Commodity#Plts]] related to [[CT#CT Num]] | ||
+ | * [[Commodity#Loose Pkgs]] related to [[CT#CT Num]] | ||
+ | * [[Commodity#Gross_Lb]] related to [[CT#CT Num]] | ||
+ | |||
+ | * [[Address#Company]] related to [[CT#Delivery To]] | ||
+ | * [[Address#Phone]] related to [[CT#Delivery To]] | ||
+ | * [[Address#City]] related to [[CT#Delivery To]] | ||
+ | * [[Address#State]] related to [[CT#Delivery To]] | ||
+ | * [[Address#Zip]] related to [[CT#Delivery To]] | ||
+ | |||
+ | * [[CT#Pick Up Trucker]] | ||
+ | * [[CT#Delivery Trucker]] | ||
+ | |||
+ | 3) Use [[Reports_Output#LIPCO_multi_line]] | ||
+ | |||
+ | 4) Label for each field - see below: | ||
+ | |||
+ | |||
+ | |||
+ | <pre> | ||
+ | |||
+ | CT# | ||
+ | |||
+ | Created On | ||
+ | Cargo available | ||
+ | Actual Pick Up Date | ||
+ | Actual Delivery Date | ||
+ | |||
+ | Pick Up Company | ||
+ | Pick Up Phone | ||
+ | Pick Up City | ||
+ | Pick Up State | ||
+ | Pick Up Zip | ||
+ | |||
+ | PO | ||
+ | SKU | ||
+ | Plts | ||
+ | Loose Pkgs | ||
+ | Gross Lb | ||
+ | |||
+ | Deliver To Company (! changed) | ||
+ | Delivery Phone | ||
+ | Delivery City | ||
+ | Delivery State | ||
+ | Delivery Zip | ||
+ | |||
+ | Pick Up Trucker | ||
+ | Delivery Trucker | ||
+ | |||
+ | </pre> | ||
+ | |||
+ | <!-- Use [[Standard Short Label]] --> | ||
+ | |||
+ | ==== Tabs ==== | ||
+ | |||
+ | One tab | ||
+ | |||
+ | ==== Sort Order (SA) ==== | ||
+ | |||
+ | Sort by [[CT#Actual Delivery Date]]; earliest on the top. | ||
+ | |||
+ | === Schedule vs Generate (SA) === | ||
+ | Need both. | ||
+ | |||
+ | </div> | ||
+ | |||
== Figures == | == Figures == |
Revision as of 16:30, 1 June 2010
Contents |
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.
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
This wiki section is managed by: Business Analyst
Required core functionality:
- web based system to accommodate functionality below:
- add, edit, delete, view CTs
- E Query functionality
- #BR: Lock for edit condition
- should be password protected
BR: Lock for edit condition
Lock the record once a pick up trucker or estimated date is assigned
BR: password protected web based access
- M.O. prefers to "expand" Client App
- Login Screen has TWO options:
- 1) To Create a CT
- 2) To log into client app homepage
- We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
- add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
- Set "E0. Client Company" = E.A. USA Domestic
- this will also define E0 field
- Part C. Link to Address Book = <this is a link to Shipper's company and user location>
- must be T2 only!
BR: Add CT
This could be on one tab or multiple tabs The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
BR: Gen Tab fields
System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
- E0. Client Company:
- system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
- [IE - E.A. USA Domestic]
- (not visible = not on the screen )
- system sets it automatically to "Part B. Visibility, Client Company in Non Jag profile"
- E1
- system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
- (not visible)
- C. Customer Ref #:
- 2. Shipper (T1):
- pre-filled based on "Part C. Link to Address Book in Non Jag profile"
- ??? editable ???
- 5. Export Pick-up (T4):
- required
- provide list from Address book;
- same as on internal but only list USA/Canada addresses
- [do we need a filter???]
- must be defined as a parameter in Non Jag profile, not hard coded
- 3. Consignee (T2):
- required
- same as on internal but only list USA/Canada addresses
- [do we need a filter???]
- must be defined as a parameter in Non Jag profile, not hard coded
- system should copy to Delivery to as usual
- Created by
- read only
- "Time CT Created"
- new CT2 field !
- read only
- Created on date
- read only
- 7. Pick-up Comments:
- 15. Commodity description:
- required
- Cargo Available:
- Cargo Due:
BR: Cont Tab fields
Everything we have on internal but: copy, move functionality
BR: Query Tab fields
Allow Client functionality.
This feature is lower priority.
BR: Edit CT
Ability to open record and edit fields above unless #BR: Lock for edit condition is true.
After record is locked show read-only version.
BR: Delete CT
Allow unless #BR: Lock for edit condition is true
BR: View CTs
If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
Detailed Design
This wiki section is managed by: Systems Analyst
MOT (SA)
For Truck-domestic only.
Hard coded conditions (SA)
We need to report all CTs that are:
- (CT#On Customer Hold = false)
- and (CT#Pending Approval = false)
- and (CT#Actual_Delivery_Date is empty)
Filters (SA)
Same as in Trucking Optimization Report.
Output (SA)
Types of output (SA)
Spreadsheet only.
Columns (SA)
1) Fields to include - see below
2) Order on xls (left to right) as below
- Address#Company related to CT#Pick Up
- Address#Phone related to CT#Pick Up
- Address#City related to CT#Pick Up
- Address#State related to CT#Pick Up
- Address#Zip related to CT#Pick Up
- Commodity#PO related to CT#CT Num
- Commodity#SKU related to CT#CT Num
- Commodity#Plts related to CT#CT Num
- Commodity#Loose Pkgs related to CT#CT Num
- Commodity#Gross_Lb related to CT#CT Num
- Address#Company related to CT#Delivery To
- Address#Phone related to CT#Delivery To
- Address#City related to CT#Delivery To
- Address#State related to CT#Delivery To
- Address#Zip related to CT#Delivery To
3) Use Reports_Output#LIPCO_multi_line
4) Label for each field - see below:
CT# Created On Cargo available Actual Pick Up Date Actual Delivery Date Pick Up Company Pick Up Phone Pick Up City Pick Up State Pick Up Zip PO SKU Plts Loose Pkgs Gross Lb Deliver To Company (! changed) Delivery Phone Delivery City Delivery State Delivery Zip Pick Up Trucker Delivery Trucker
Tabs
One tab
Sort Order (SA)
Sort by CT#Actual Delivery Date; earliest on the top.
Schedule vs Generate (SA)
Need both.
Figures
Figure 1. Shipper logs In
Figure 2. Shipper creates CT
Figure 3. Create Shipper Account from Non-Jaguar User
History
m2078
BA 2078
- http://mantis.jaguarfreight.com/mantis/view.php?id=2078
- because it is a new component I am doing it under "(main)" wiki
- completed: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_(main)&oldid=10826
- final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
- revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086