CyberTrax 2.1 Client (Internal use cases)

From UG

Revision as of 15:10, 30 June 2010

Business story no. 2

Company Jackel whose a supplier for company CEI Holmdel. According to the new business process operator Mary Doe at Jackel is responsible for creating new shipments. All new shipments with PO issued by CEI Holmdel have to go through authorization process by planner John at Arden in Stamford. If authorized then they are ready to enter into the transportation phase and will be handled by Jaguar operator Susan. It is also possible that they get rejected or put on hold. In addition, supervisor Mike at Arden would like to monitor/run reports on all shipments created by Jackel.

June 30, Wednesday;

Mary has the following product ready to ship from a local NJ company that her company deals with. The name and address of the company is MHI and they are located at 303-333 North Street in Teterboro, NJ. This product is shipping to Cosmetic Essence Inc (CEI), who are located at 2182 Route 35S in Holmdel, NJ. She has labels under PO # H016258, Sku 15951E6, that are packed onto 3 pallets, with 45 cartons, that contain 8900 pcs inside, and weighs 256 pounds.

As Mary starts to enter in the pickup information, she notices that company MHI, is not listed in the web portal's address book and she has to add it. So Mary clicks on "add new address" button and a window pops up for her to enter in the following information: Company Name, First Address Line, Second Address line and Third Address Line (if needed), City, State & Zip. After Mary enters this information, this address will display inside of the company address area, leaving the company name area blank. She continues on to enter all information, presses save and generates CT record 11114.

... pm

After a long morning, planner John logs back in to find this new record Mary at Jackel created. As he reviews the information entered, he notices that the pickup location address box shows MHI, at 303-333 North Street in Teterboro, NJ and says to himself OH, these are those labels urgently needed with the other CT record he's approved for shipping on 01-Jul-2010. So he approves it immediately and waits for Jaguar to route the shipment.

If planner or EM rejects or places a CT on hold, the system will not notify Jag internal user that there is a new address pending verification

... pm

Now Jaguar Superuser Rob checks his dashboard and sees a panel notification that there is a new address pending approval for CT record 11114. Rob clicks on the

has some time to route this shipment for pick up tomorrow. After a few phone calls, Susan now updates this record with the pickup trucker and estimated pick up date. She has 2 choices on how to update this record, so she clicks the check-box next to CT 11111 and opts for the quickest way of updating certain fields by clicking on the "Global Update Fields" button. Susan then assigns the trucker Jewels Transportation and sets the estimated pickup date as Wednesday 16-June-2010.

...later that day

Mary with Jackel logs back in. She clicks to view record 11111 and sees that Jaguar has assigned Jewels Transportation for pickup tomorrow, 16-June-2010. She calls her warehouse to notify them that Jewels Transportation will be in for pickup tomorrow and to ensure they'll have this 1 pallet ready on their dock.

June 16, Wednesday; 6:45pm

Jewels Transportation driver Joe collected the 1 pallet from Gannet Warehouse as planned. He dropped it off at Jewels' warehouse and is going home for the evening to relax.'

June 17, Thursday; 5:35am

Jewels Transportation's dock manager James, is getting ready to load his driver Matt's truck for local New Jersey deliveries. James loads this 1 pallet in the middle of the truck for late morning, early afternoon delivery to CEI Holmdel, hoping CEI will offload this 1 pallet quickly, so his driver can continue with his scheduled deliveries.

...10:35am

While in a big meeting with CEI executives, exasperated Arden planner John calls Jaguar operator Susan to double check that this record 11111 will be delivered today as it is needed for production first thing tomorrow morning. Unbeknownst to Arden planner John, Jaguar operator Susan is on vacation until next Wednesday and has to speak with her colleague Roy. Roy looks at the record to see that Susan added today's date (17-Jun-2010) as the estimated delivery date and asks John if he would hold the line while he double checks with the trucker. Roy places a call to Jewels Transportation and is talking with Brian who cannot answer the question about this delivery?! Now, Roy begins to sweat because John is still holding on the other line and he can't seem to get straight answers from Jewels Transportation re this delivery. After being passed around to 4 different people, in the matter of 12 minutes, Skip picks up the line and reassures Roy that this will deliver later this morning to CEI in Holmdel. Now Roy relays the same to John who sounds somewhat satisfied and asks Roy to keep him updated.

...12:35pm

Roy, receives a call from Skip at Jewels Transportation, who confirms this was just delivered and signed for by M. Walters. Roy then immediately calls Arden planner John to confirm the same, updates the record and goes to lunch.