Client In Transit Report (component)

From UG

Revision as of 12:14, 27 July 2010

Parent Mantis

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Business Needs and Requirements

• This is a client version of In Transit Report.
• Some features / logic comes from above. Some is unique:
  • Client visibility rule
  • anything else???

Technical Specification

Summary

User Interface

See In_Transit_Report#User_Interface

Client version has slightly different look and feel:

• colors, etc
• multiselects are hidden by default, click on triangle to make them visible

Hard Coded Conditions

See In_Transit_Report#Hard_Coded_Conditions

User Defined Conditions

See In_Transit_Report#User_Defined_Conditions

Output.

See In_Transit_Report#Output

Special Cases

SD: Systems Design

Summary

This report is Client version of In Transit Report from Internal Application.

In Transit Report is used to identify those shipments that already "considered on the move" but "considered not yet delivered". 

To appear on the report CT must satisfy:

• 1) Hard Coded Conditions that are written by developers immediately into the code of the System.

AND

• 2) User Defined Conditions (also called Filters) that can be selected by users in the filters on the General Filters tab of the Report template. See Figure 1.

User can configure "Output" (select CT fields that should appear on the generated table) on the Output tab of the Report template. See Figure 2.

Сlient version features

• User Interface should be kept in Client Application style:
  • colors, etc
  • multiselects are hidden by default, click on triangle to make them visible
• Some filters require compliance with Client visibility rule

Hard Coded Conditions

For CT to appear on this report it must satisfy all conditions below:

• CT does not have *Deleted* status AND
• CT does not have *Archived* status AND
• CT satisfy *MOT specific conditions* - see below:

MOT = Air

• ExpTab.Master Airway bill "is not empty" AND
• ImpTab.Actual Delivery Date "is empty" or is today's date or is yesterday's date

MOT = LCL/Client Consol

• CT has at least one container AND
• Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
• ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

MOT = FCL and MOT = Truck-Ocn

• CT has at least one container AND
• Container# field "is not empty" for one or more containers on ContTab.ContainersTable AND
• ContTab.ContainersTable.ContainerX.Actual Delivery Date "is empty" or today's date or yesterday's date for all for one or more containers

MOT = Truck-Dom; Truck-Air

• GenTab.Estimated Export Pick-Up Date "is not empty" AND
• ImpTab.Actual Delivery Date "is empty" or today's date or yesterday's date

Note About Containers

• see "Containers: LCL/FCL vs Truck-Ocean" section

Interface

Filters

• There is only one category for filters: General Filters. It is located on the General Filters Tab. See Figure 1.

LIST OF FILTERS (in that order of locating on the template):

• P.O. contains:.

• Mapped to PO from Commodity Table on ContTab of CT.

• SKU contains:.

• Mapped to SKU from Commodity Table on ContTab of CT.

• Extra Field 1 contains:.

• Mapped to Ext1 from Commodity Table on ContTab of CT.

• Extra Field 2 contains:.

• Mapped to Ext2 from Commodity Table on ContTab of CT.

• Extra Field 3 contains:.

• Mapped to Ext3 from Commodity Table on ContTab of CT.

• Client Companies:.

• Mapped to Client (a.k.a. GenTab.E0) from GenTab of CT.

• Origin Country:.

• Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT.

• Destination Country:.

• Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT.

• Origin Region:.

• Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT (based on Country TO Region mapping in Admin).

• Destination Region:.

• Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT (based on Country TO Region mapping in Admin).

• Display P.O. - Checkbox that defines the presence of PO from selected CTs in the result of the Report.
• AIR - Checkbox that defines the presence of Air CTs in the results of the Report.

- Also it is the name of group of filters that is applicable only for CTs with MOT = Air and doesn't affect on the all of rest CTs:

• Origin Airport:
  • Mapped to Airport Of Departure (a.k.a. ExpTab.11a) from ExpTab of CT.
• Destination Airport:
  • Mapped to Airport Of Destination (a.k.a. ExpTab.14a) from ExpTab of CT.

• OCEAN - Checkbox that defines the presence of Ocean CTs in the results of the Report.

- Also it is the name of group of filters that is applicable only for CTs with MOT = Ocean and doesn't affect on the all of rest CTs:

• Origin Port/Terminal:
  • Mapped to Origin Terminal (a.k.a. ExpTab.11a) from ExpTab of CT.
• Destination Port/Terminal:
  • Mapped to Destination Terminal (a.k.a. ExpTab.15a) from ExpTab of CT.

• TRUCKING - Checkbox that defines the presence of Trucking CTs in the results of the Report.

• Each filter has three buttons:
  • ">>" button in order to move items from dropdown list to listbox
  • "<<" button in order to move items from listbox to dropdown list
  • "clr" button in order to clear info for a specific filter

Output Settings

There is one more Tab on the template - Output. It is located the latest immediately after the General Filters Tab.

• This Tab is designed to manage of the list of Output Fields (list of CT fields that can be output to the Report).
• On the Tab located the following elements (see Figure 2):
  • 1) Label "Fields".
  • 2) Dropdown list which corresponds to the following list of Output Fields:
    • Shipper (output by default)
    • Consignee (output by default)
    • Quantity (output by default)
    • Origin (output by default)
    • Destination (output by default)
    • Departure Date (output by default)
    • Arrival Date (output by default)
    • PO (appears if Display P.O. checkbox is checked)
    • SKU
    • Master Bill
    • Container Description
    • Commodity Item Extra Field 1
    • Commodity Item Extra Field 2
    • Commodity Item Extra Field 3
  • 3) Set of control buttons:
    • ">>" - moves selected item from dropdown list to the listbox
    • "<<" - removes selected item from the listbox (and move it to the listbox)
    • "All" - moves all Output Fields from the dropdown list to the listbox
    • "Clear" - completely clears the listbox
    • "Up" - in the listbox moves selected item up one position
    • "Down" - in the listbox moves selected item down one position
  • 4) Listbox that contains fields for output. By default contains list of output fields what are bolder than other in common list:
    • Shipper, Consignee, Quantity, Origin, Destination, Departure Date, Arrival Date, PO (appears if Display P.O. checkbox is checked).
• NOTE: Dropdown list shouldn't include those fields that were selected for the output and are displayed in the listbox.

Action controls

• Reset Form button:

to clear form on both tabs

• Generate Result button:

to generate report

• NOTE: There are two pairs of Action controls on the template - top and bottom.

Output

Figures

Figure 1. Client In Transit report

Figure 2. Client In Transit Output tab

History

Feedback from Simon (meeting on 18 Aug 2009)

--Tira 12:44PM , 19 Aug 2009 (UTC)

• Rename "Original Country" to "Origin Country"
• All the same BUT these filters MUST be client specific auto populated:
  • Client Companies
  • Origin Country
  • Destination Country
  • AIR
    • Origin Airport (also update name from "Original" to "Origin"
    • Destination Airport
  • OCEAN
    • Origin Port/Terminal (also update name from "Original" to "Origin"
    • Destination Port/Terminal
• Show/hide Client Companies list filter. When there is only client company in the filter, this filter section should be invisible. If there is more than one client companies, this filter becomes visible.

Created this wiki

It used to be a part of Client Reports

FEEDBACK FROM SIMON ON MARCH 1, 2010

Add HTML View, March 2010

• mantis:1388
• Result shows by MOT per Tab with shipment count()
• First column (1) shows magnifier glass per record to hyperlink to a specific CT record> Client App> view shipment
• Second column (2) shows CT# in a box
  • If there is a single CT#, it shows CT# in a box without a dropdown list
  • If there are multiple CTs#, it shows CT# in a box with a dropdown list
    • Drop down appears with all CTs in the Master that are visible to client ONLY if user clicks on CT
    • Shows the lowest CT number in Master
    • CTs in dropdown should be in order: lowest to highest
    • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT

Change xls report design, March 2010

• All result shows on the spreadsheet only one tab
• Result is separated by section with in one tab per MOT
• Result shows how many shipments per MOT
• First column consists of view buttons for hyperlink to a specific CT# record on Client App> CT#>View shipment
• Second column displays CT# (single CT with blue color with out dropdown, Multiple CT with orange color with dropdown to multiple CTs#)
  • Dropdown list MUST show all CTs in the group/master that are visible to client ONLY if user clicks on CT
  • Shows the lowest CT number in Master
  • CTs in dropdown should be in order: lowest to highest
  • If another CT is selected from drop down then all values in other columns would be refreshed to display values for this CT

Add more filters and output options (#1854 and #1880 for Client)

RFC