Cargo Due Date Feature

From UG

Revision as of 20:35, 6 June 2011

Info

Related mantis:

• 0002539: [OSDS] ..... <proj>

• 0002896: [Truck Optimization] ...... <proj>
• 0002489: [KPI] (External KPIs) Implement phase 1

Glossary

Business Needs

Core need

This feature would allow for better optimization, by knowing the number of days to put off picking up shipments; to be able to add more pickups, in the future, to maximize the trucks capacity.

Requirements

This date feature should not be hard coded; it should be allowed to be managed in CT2 >> Admin >> Client App Admin - TMS tab, as an option to display or not to display. (This would be to allow for the scalability of our current TMS solution, for us to provide to other client companies.)

• This feature is for Non Jag users that have role, Planner set in their non jag user profile - see Cybertrax_2.1_Client_(requirements)#Core_Planner_Functionality.
  • If Non Jag user has planner role with Cargo Due Date Field on AND basic planner role, this date field is mandatory and must be completed.
  • Also, the system should prevent non jag users with basic planner role from changing the Cargo Due Date set by super planner.
  • If Non Jag user has planner role with Cargo Due Date Field on AND super planner role, this date field is not mandatory to be completed.

• The Cargo Due Date set, needs to be displayed:
  • CT record, internal application, already has this field on the Gen Tab CT_bo#Cargo_due
  • Logged into history - internal CT record updates log & portal shipper/planner history view
  • Internal truck domestic stats Cybertrax_2.1_Client_(requirements)#Truck_Domestic_Stats_TDS_feature

• This date needs to be sent to the TMS on the Shipment Import File. (xml mapping, see Data Dic mapping here 2229)

• Date can be changed often, it is the same functionality as: Cybertrax_2.1_Client_(requirements)#Hold_With_Approved_For_Pick_Up_On_Date_Status

• Allow the Approved for date to the same as the cargo due date, but it cannot be in the past

• This date will also be required for KPI reporting/analysis.

• This Date also needs to be included into the Web_Portal_Search_Line_Download_to_Excel list of output

Functionality

• Provide option to turn on/off the Cargo Due Date Field on each planner role.

• This cargo due date field is a Datebox

• If non jag user who has planner role with Cargo Due Date field on, then show this field when planner sets approval status to:
  • Cybertrax_2.1_Client_(requirements)#Approve_Status OR
  • Cybertrax_2.1_Client_(requirements)#Hold_With_Approved_For_Pick_Up_On_Date_Status

• Do not display if/when user sets: Cybertrax_2.1_Client_(requirements)#Hold_Without_Approved_For_Pick_Up_On_Date_Status

• Display when the status is changed to Cybertrax_2.1_Client_(requirements)#Approve_Status OR

Cybertrax_2.1_Client_(requirements)#Hold_With_Approved_For_Pick_Up_On_Date_Status.

• System should only allow the due date to be = or > than the CT_bo#Cargo_available & CT_bo#Approved_For_Delivery_By_Date & CT_bo#Approved_On