Cybertrax 2.1 Client (UAT)

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=== Jag Internal NPA Process ===
=== Jag Internal NPA Process ===
-
Under construction - Tira (spec needs to change regarding the new automatically design)
+
Under construction - Tira (spec needs to be changed regarding the new automatically design)
  *  Once a planner/em approves a CT record that has a new pending address, the NPA dashboard will display the number of new addresses that pending "authorization".  
  *  Once a planner/em approves a CT record that has a new pending address, the NPA dashboard will display the number of new addresses that pending "authorization".  

Revision as of 20:59, 26 July 2010


Contents

Core Shipper Functionality

Create User with Shipper Role

  • case: Shipper User created with "E0.ClientCompany:" = X; 1 month later "E0.ClientCompany:" is set to Y. What (should) happen?
    • need to ask MO
  • case: Shipper User created with "Shipper(T1):" = X; 1 month later "Shipper(T1):" is set to Y. What (should) happen?
    • need to update spec

Create CT

  • case: Shipper = Pick up Location
    • OK
  • case: Shipper NOT EQUAL TO Pick up Location
    • OK
  • case: commodity table PO = empty
    • OK
  • case: commodity table PO = NOT empty
    • OK
  • case: commodity table Sku = empty
    • OK
  • case: commodity table Sku = NOT empty
    • OK
  • case: commodity table Quantity = 0
    • cannot be 0, must be a # greater than 0 - OK
  • case: commodity table Quantity = NOT empty
    • OK
  • case: commodity table Item Description = empty
    • OK
  • case: commodity table Item Description = NOT empty
    • OK
  • case: commodity table #plt = 0
    • OK according to rule
  • case: commodity table pkgs / plts = 0
    • If # of pallets NOT = to 0, then # of pkgs CANNOT = 0 - OK
  • case: commodity table = pkgs / plts NOT empty
    • OK
  • case: commodity table loose pkgs = 0
    • OK according to rule
  • case: commodity table TTL GW = 0
    • cannot be 0, must be a # greater than 0 - OK
  • case: commodity table TTL GW = NOT empty
    • OK
  • case: commodity table Piece Price = 0.00
    • cannot be 0.00, must be a # greater than 0.00 - OK
  • case: commodity table Piece Price NOT = empty
    • OK
  • case: commodity table = Total Value
    • See above piece price - OK
  • case: commodity table Haz = N
    • OK
  • case: commodity table Haz = Y
    • OK
  • case: commodity table Stack = N
    • OK
  • case: commodity table Stack = Y
    • OK
  • case: Default for commodity table Haz = N
    • OK
  • case: Default for commodity table Stack = Y
    • OK
  • case: Created by
    • First and Last name
      • OK
    • Date and Time (EST)
      • Need to discuss with MO about EDT and EST thing(server default setting)
  • case: CT preview and disclaimer screen
    • OK
  • case: CT confirmation screen
    • OK
  • case: Constraint on the number of lines in Commodity table in CTs created by Shipper User
    • OK
  • case: Show only US and Canadian addresses
    • OK
  • case: Mark validation clearly
    • OK

View CTs

  • case: search line
    • working
      • ok
    • Clear button
      • ok

Edit CT

  • case: checkbox CT, click edit CT
    • OK
  • case: edit ANY field = Y
    • OK
  • case: edit ANY field = N
    • OK

View CT

  • case: checkbox CT, click view CT
    • OK

Clone CT

  • case: checkbox CT, click clone CT
    • OK
  • case: change ANY field = Y
    • OK
  • case: change ANY field = N
    • OK

Delete CT

  • case: Delete CT
    • OK

Core Planner Functionality

Create User with Planner Role

  • case: No User Roles
    • Cannot allow Admin to save it, user must have at least 1 role - OK
  • case: Create Planner User
    • OK
  • case: Create Planner User Role plus shipper role
    • OK
  • case: Create Planner User with client role
    • OK
  • case: Create Planner User with client role, plus shipper role
    • OK
  • case: Create Planner User with client role, plus shipper role, plus planner role
    • OK

Set Approval Status

  • Set Approval Status
    • OK
  • case: Approve 1 CT at a time
    • OK
  • case: Approve multiple CTs at the same time
    • OK
  • case: Hold 1 CT at a time
    • OK
  • case: Hold multiple CTs at the same time
    • OK
  • case: Hold with a date 1 CT at a time
    • OK
  • case: Hold with a date multiple CTs at the same time
    • OK
  • case: Reject 1 CT at a time
    • OK
  • case: Reject multiple CTs at the same time
    • OK
  • case: Date constrain for approved for date: This date cannot be changed as the previous date is within 72 hours of today's date
    • functionality
      • OK
    • Message warning
      • "CT#XXXXXX: This date cannot be changed as the previous date is within 72 hours of today's date" - OK
  • case: Authorized status date and time (EST)
    • Have to let MO know that server is default to EDT and will be EST in Nov. - See response before doing anything

View CT

  • case: checkbox CT, click view CT
    • OK

Search Line

  • New Tab
    • ok
  • Approved Tab
    • ok
  • Hold Tab
    • ok
  • Reject Tab
    • ok

Sort Filter

  • CT
    • OK
  • Create On Date
    • OK
  • Pick Up Location
    • OK
  • Delivery Location
    • OK
  • PO
    • OK
  • Sku
    • OK
  • Qty
    • OK
  • Piece Price
    • OK
  • Total Value
    • OK

Tabs

  • New
    • OK
  • Approved
    • OK
  • Hold
    • OK
  • Rejected
    • OK
  • Delivered
    • OK
  • Archived
    • OK

Core Jaguar Functionality

CT profile on Internal for CTs created by Shipper

  • Information
    • OK
  • Functionality
    • OK

Misc Functionality

Planner comments screen

  • Comment screen (content)
    • OK

Authorization History

  • Authorization history status screen (content)
    • OK

Notifications

  • case: Create CT
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK
    • content
      • OK
  • case: Approve CT without a comment
  • Should not receive email notification
    • OK
  • case: Approve CT with a comment
  • Should not receive email notification
    • OK
  • case: Reject CT without a comment
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK - Still need to ask MO whether it does make sense to show this.
    • content
      • OK
  • case: Reject CT with a comment
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK - Still need to ask MO whether it does make sense to show this.
    • content
      • OK
    • CT link
      • OK
  • case: Hold CT without a date and comment
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK - Still need to ask MO whether it does make sense to show this.
    • content
      • OK
    • CT link
      • OK
  • case: Hold CT with comment but without date
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK - Still need to ask MO whether it does make sense to show this.
    • content
      • OK
    • CT link
      • OK
  • case: Hold CT with date but without comment
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK - Still need to ask MO whether it does make sense to show this.
    • content
      • OK
    • CT link
      • OK
  • case: Hold CT with a date and comment
    • First time
    • Update Approval for date with comment
    • Update Approval for date without comment
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK
    • content
      • OK
    • CT link
      • OK
  • case: Trucker is assigned by Jaguar
  • Receive email notification
    • OK
  • Format
    • space
      • OK
    • signature
      • OK
    • Show Jaguar Freight standard disclaimer on the footer
      • OK
    • content
      • OK
    • CT link
      • OK

One user with multiple roles feature

  • Shipper and Client
    • OK
  • Shipper and Planner
    • OK
  • Planner and Client
    • OK
  • Shipper, Planner, Client
    • OK

Admin for PO issued by CT field

  • Case: create a list of PO Issued by on Admin>Transportation
    • OK

Truck Domestic Stats TDS feature

TDS Dashboard Panel

  • case: Create JG user to see TDS panel
  • OK
  • case: TDS panel
  • Number of shipments
    • Approved status
      • Total - OK
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -6 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -5 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -4 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -3 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -2 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Yesterday
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Today
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
    • Routed status
      • Total
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • - 6 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -5 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -4 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -3 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -2 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Yesterday
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Today
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
    • Picked up Status
      • Total
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -6 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -5 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -4 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -3 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • -2 days
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Yesterday
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK
      • Today
        • Tab default - OK
        • Hyperlinks - OK (Comment: Pause at the TDS panel before going to the specific CT, can we do anything about that?)
        • Number of shipments - OK
        • List of columns - OK

TDS: Misc

  • Refresh frequency for Dashboard (30-60 sec)
    • OK
  • TDS option in Jag User profile
    • OK
  • Dashboard panel default to expand (or open)
    • OK

TDS: Shipment List

  • Approved Tab
  • OK
  • Routed Tab
  • OK
  • Picked up Tab
  • OK
  • Shipment List
  • BUG - CT that was deleted should not be showing on the list. For ex, on Picked up Tab, CT 300271 should not be showing, because it was deleted.

TDS: Filter

  • List of filters
  • OK
  • Working properly
  • OK
  • Reset and Apply filter button
  • OK

TDS: Update fields

  • Functionality
  • OK
  • List of fields to update
  • OK
  • Clear, Reset and Update fields button
  • OK
  • Back button
  • TBD should this button bring user back to the previous shipment list? make more sense? reduce unnecessary steps
  • Next button
  • Update field button
  • TBD should we bring the user back to previous shipment list page with update info after user clicks OK button?

TDS: Sorting

  • Sorting shipment list each column (Ascending, Descending)
    • BUG- not working properly for the empty space case

New Pending Address (NPA) Feature

NPA Dashboard

  • Number of new pending addresses
  • Number is frequently updated automatically (30-60 secs)
    • OK

Shipper NPA Process

  • Shipper should be able to add a pickup or delivery address if the address is not in the address book.
    • OK
  • Address information entered should display inside of the text box area.
    • OK
  • New address entered by shipper should go through an "authorization process".
    • OK
  • Edit a saved CT's address for a new address created
    • BUG - doesn't take an action - display as "--"

Jag Internal NPA Process

Under construction - Tira (spec needs to be changed regarding the new automatically design) 

*  Once a planner/em approves a CT record that has a new pending address, the NPA dashboard will display the number of new addresses that pending "authorization". 

* Superuser clicks on the hyper-linked number of new pending addresses, they get the NPA dashboard panel, showing the CT # and the company address information which is for them to approve. 

This will be a 3 step process for a Jag internal superuser to review an address.

* First, superuser has to review the address information against the admin, address book
         o If the company address is there, they'll have to check all of the address fields entered by shipper against  the existing address fields to see if its the same or if its new.
         o If address info is the same, Jag superuser will not enter it and check off the appropriate transportation  field if necessary.
         o If address info is not the same, Jag superuser will have to create the new address accordingly. 
* Second, they have to remove the new address from inside their dashboard panel list.
* Third, update the CT record with the address. 

* Once Jag superuser approves or updates an address, the address will also become available in the shipper application address book.

Log out

  • Bring to Log in page
    • OK
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