Shipper Interface

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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.

see original requirements here: Shipper Interface (BR)

This wiki section is managed by: Systems Analyst

User Profile from Non-Jaguar Users Profile

• Create an account from Non-Jaguar Users Profile

• User can be at least one role or up to 3 roles:
  • Client
    • Select E0.Client Company - Visible the shipments that belong to E0.Client Company
  • Shipper
    • Check Shipper field and select the E0. Client Company that would be created for
  • External Manufacturer
    • Check External field and select PO.issued by company on dropdown list

Shipper User profile

• Do a similar things as creating a client user account for part A. General Info
• Set Part B. Visibility

• • Visibility should be set properly
• Shipper checkbox - checked
• Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
  • For example: E.A USA Domestic
  • System automatically updates this field E0.Client Company on internal app as "E.A USA Domestic" when user create a shipment on shipper interface
  • If there is more than one E0. client companies that shipper can create CT for, set it to blank value

• Set Part C. Link to Address book

• This address automatically updates Shipper field on Shipper Interface and welcome user log in message on user profile

EM user profile

• Do a similar things as creating a client user account for part A. General Info
• Set Part B. Visibility

• • Visibility should be set properly
• External Manufacturer checkbox - checked
• P.O Issued by - select company that external Manufacturer can approve the shipment for
  • For example: CEI Holmdel
  • When user logs on to the system, he will have an EM visibility which EM can only view and set approval status for shipment that has P.O issued by CEI Holmdel ONLY

• Set Part C. Link to Address book

• This address is for welcome message on user profile

Summary

• Log on to client application as a shipper or an external manufacturer

• See #Figure 2. Shipper logs In
• Domestic Shipping Portal button
  • This navigates user to Demestic Shipping Portal
  • See #Domestic Shipping Portal
  • Case of External Manufacturer - See External_Manufacturer_Interface
• CyberTrax Homepage button
  • This navigates user to client homepage

Domestic Shipping Portal

• Tabs: New, Approved, Hold, Rejected, Delivered, and Archived tabs
• Filter: Client Company
• Shipment List table:

• CT#
  • Display - All tabs
• Created On
  • Display - All tabs
• Pick Up Location
  • Display - All tabs
• Delivery Location P.O
  • Display - All tabs
• SKU
  • Display - All tabs
• Qty
  • Display - All tabs
• Copy button
  • Display - Only Rejected Tab

• Buttons:

• Add
  • Display - Only on New Tab
• View
  • Display - All tabs
• Edit
  • Display - Only on New Tab
• Delete
  • Display - Only on New Tab

• Paging
• Sorting

Lock for edit condition

• IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record is READ ONLY

Password protected web based access

• 2 buttons for users who has visibility to create shipments and/or set approval status for shipments and view their own company's shipment
• If user is only a shipper, THEN user logs on straigtly to the Domestic Shipping Portal
• General client user logs on straightly to CyberTrax Homepage

Add CT

• Create CT page

• Pop-up window - see #Figure 6. Add CT(s)- General Tab
• MOT: Default to Truck- Domestic - Hidden field
• Pre-filled E0.Client Company field - hidden field
  • Mapping: E0.Client company from Non-Jaguar user > Create CT for E0.Client Company if there is only one client company
  • For ex1, if shipper can create CT for ONLY ONE E0.Client Company (EA USA Domestic), then create CT page, E0.Client Company will be default to EA USA Domestic

OR

• default to blank if there is many different E0.Client Companies that shipper can create for
  • For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies

SD: Adding new address by Shipper User

• Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.

• Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
• It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
• New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
• There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
• NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)

General Tab

• See #Figure 4. Create CT General Tab

E0. Client Company:

• Label: E0. Client Company
• Widget: Combobox
• Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility, Create CT for Client Company in Non Jag profile"
• Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
• NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

• Label: E1. Visibility 1
• Widget: Combobox
• Mapping: None
• Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
• NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

Customer Ref #:

• Label:Customer Ref #:
• Widget: textbox
• Mapping: n/a
• Default: blank

Shipper (T1):

• Label: Shipper (T1):
• Widget: Read Only Combobox without C button
• Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
• Default: value from Jag User profile part C address book
• Note: Not editable! No clear button

Consignee (T2):

• Label: Consignee (T2):
• Widget: Read Only for selected list Combobox with C button
• Mapping: Address book> Consingee (T2) ONLY list USA/Canada address
• Default: blank
• Note: C button - clear button, once it is clear, this box can be editable.
• Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....

Export Pick-up (T4):

• Label:Export Pick-up (T4):
• Widget: Read Only for selected list Combobox with C button
• Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
• Default: blank
• Note: C button - clear button, once it is clear, this box can be editable.
• Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Created by

• Label: Created by
• Widget: Read ONLY textbox
• Mapping: Non-Jag user profile
• Default: current shipper user login First and Last names

Time CT Created

• Label: Time CT Created
• Widget: Read ONLY textbox
• Mapping: System Timestamps
• Default: System Timestamps when shipment is first created

Created on date

• Label: Created on date:
• Widget: Read ONLY textbox
• Mapping: CT_bo#Created_On_Date
• Default: System Date stamps when shipment is first created

Pick-up Comments:

• Label: Pick-up Comments:
• Widget: textarea
• Mapping: n/a
• Default: blank

Commodity description:

• Label: Commodity description:
• Widget: textarea
• Mapping: n/a
• Default: blank

Cargo Available:

• Label: Cargo Available:
• Widget: datebox
• Mapping: date calendar
• Default: blank

Cargo Due:

• Label: Cargo Due:
• Widget: datebox
• Mapping: date calendar
• Default: blank

Save button

• Click Save button, info is saved in the system

Save/Next Tab>> button

• Click Save/Next Tab button, info is saved in the system and go to Cont Tab

Delete button

• Click Delete button, message warning pop-up condition below:
  • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
  • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
  • ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
    • If Yes, shipment record can be deleted
    • If No or Cancel, shipment record stays as it is

Cont Tab

Table A. Consists of:

• Add lines to the table functionality

• Same as Internal app> ContTab

• Page Size functionality

• Same as Internal app> ContTab

• Commodity table

• Same as Internal app> ContTab

• Delete selected button

• Function the same as Internal app> ContTab

• Download to spreadsheet button

• Function the same as Internal app> ContTab

Query Tab

• Same functionalities as Comm Center tab

Go to Homepage

• Under Shipment List menu

• Default: Created CT tab
• This tab consists of:
  • List of created shipments by shippers
  • Edit button
  • Delete button
  • Show Selected button
  • Client Company filter

Created CT Tab

• Table:

• MOT
• CT#
• Created On Date
• Client company
• Shipper
• Consignee

• Buttons:

• Edit
  • Select a shipment record
  • Click Edit button
    • IF Ct#Export_Pick_Up_Trucker AND Ct#Estimated_Export_Pick_Up_Date is EMPTY THEN shipment record CAN BE EDITED! ELSE shipment record is lock for read ONLY
    • Message pop-up showing: This record cannot be edited because either pick up trucker or pick up date has been assigned. Please contact Jaguar Freight. [OK]
  • Edit page(GenTab) - See #Figure 4. Create CT General Tab
  • Save shipment information
• Delete
  • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
  • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
  • ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
    • If Yes, shipment record can be deleted
    • If No or Cancel, shipment record stays as it is
• Show Selected
  • Select a shipment record
  • Click Show Selected OR double clicks on a shipment record
  • View shipment detail page consists of:
    • Shipment Details Tab

????? (Need to list what info should be showing?)

• • • Contents Tab

?????(Need to list what info should be showing?)

• • • Communication Center Tab

?????(To: who? specific EADOM? and this is the same as Query tab when creating a CT, should we name it the same?, what the behaviors of this tab?)

• Filter:

• Client Company
  • Label: Client Company
  • Widget: Listbox with only client companies that shipper was created
  • Buttons:
    • Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
    • Clear: reset information

• Condition:

?????(how long this shipment stay in shipment lists on Created CT tab?, JG operator will be the one to set the visibility for client company, correct? once it is removed, does it need some kind of notification to the shipper?)