POEM: SOWs

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Revision as of 20:39, 18 June 2012

Info

Parent Mantis: http://ct.jaguarfreight.com/mantis/view.php?id=3574

Project Stakeholders & Roles

Simon Kaye - CEO - Project Sponsor
Marc Selter - VP - Product Manager
Alex Dobrovolsky - Director of Technology - Solutions Architect
Denise Guastella - CT2 Support Manager
Kostiantyn Ushakov - CEO/CTO Elcosol
Perry Lee - CT2 Project Manager
<TBD> - Elizabeth Arden Engagement/Relationship Manager
<TBD> - Elizabeth Arden Technical Project Manager

Change Requests

ID	Date Registered	Change Requester	Scope Description	Impacted Module
1	06/08/12	Simon	Move "pending" PO status from Closed tab to Open Tab in PO List	PO List
2	06/08/12	Simon	Move Open QTY Field, one spot to the right. So order should be (from left to right) - SKU, Item Description, Total QTY, Shipped QTY, Open QTY	PO Editor - Contents Tab
3	06/08/12	Simon	SKU Editor - do not allow users the ability to ADD NEW SKU as this will not be used by end-users. Create a new IMPORT capability for SKUs.	SKU Editor
4	06/08/12	Simon/Marc	Download to Excel should basically be "dump" of the data in PO List grid. The users will filter the grid and when they click download to excel, it should just copy the data in the grid into an XLS file.	Reporting
5	06/08/12	Simon/Marc	"Cargo Due" field should not be editable in PO Editor	PO Editor - All Tabs
6	06/12/12	Simon/Marc	Remove "cancel" button from PO List screen. As this would essential serve no purpose since this is the first screen.	PO List
7	06/12/12	Marc	Remove "Regulatory ID" from PO as this is not a real ID. It is just a placeholder for various IDs	PO Editor & Objects
8	06/12/12	Marc	Added HAZ data delements into SKU Management	SKU Editor
9	06/14/12	Perry	For HAZ SKUs, the description for both Ocean & Air should be different	SKU Editor

Issues Log

ID	Date Registered	Module	Issue Description	Assigned to	Status	Date Resolved
1	06/15/12	PO Editor	PO Editor - SKU tab. "std SKU" field should actually read "std QTY"	Misha	Open

SOWs

SOW 1

We will need to present a prototype of Purchase Order Event Management to Elizabeth Arden. A very simple prototype that addresses main use case(s) should suffice. Note that ERP integration and entitlement management will be out of scope for SOW1. Develop a prototype for a single shipper and single EA company. The goal of this prototype is just to demonstrate core functionality of this module. Even if we have to create a static prototype (ie.. document images, fake workflow) we'll go ahead & do it to deliver a proposal.

High Level Deliverables for SOW1

POEM Management Interface (view/edit/fulfill purchase orders)
SKU Management Interfaces (view/edit/import SKU/Items)
Document Center (Upload shipping documents, generate shipping/regulatory documents)
Auto-populate ASNs (Domestic & International)
Automated Notifications
Logging of all PO updates

Use Cases

Refer to GREEN use cases in POEM Specification: http://ct.jaguarfreight.com/wiki/POEM#Business_Requirements

Category	Use Case
Review/Update Purchase Orders	Review/Update Purchase Orders
	Update Purchase Order Dates
	Send System Generated Notification(s)

Fulfill Purchase Orders	Fulfill FULL Purchase Orders
	Fulfill Partial Purchase Orders
	Update Purchase Orders
	Expire Purcahse Orders
	Create ASNs
	Send System Generated Notification(s)

Communication Center	Send System Generated Notification(s)

Shipping Documents	Generate Shipping Document(s)
	Generate Shipping Labels
	Generate Pro-Forma Regulatory Documents
	Generate Packing Lists
	Preview Documents
	Save Documents
	Print Documents

Reporting	Download to Excel

SKU Management	Add/update/archive SKUs
	Update Packaging Data

Purchase Order List Mockups

Mantis 3612: http://ct.jaguarfreight.com/mantis/view.php?id=3612

Mantis 3613: http://ct.jaguarfreight.com/mantis/view.php?id=3613

Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616

Purchase Order Editor Mockups

Mantis 3614: http://ct.jaguarfreight.com/mantis/view.php?id=3614

ASN Submission (from POEM)

SKU Editor Mockups

Mantis 3615: http://ct.jaguarfreight.com/mantis/view.php?id=3615

Download to Excel

Download to Excel feature should behave somewhat like just a data dump. If the tab is filtered, then it should download all filtered results. If not filtered, then it should download all data for that tab.

Resulting XLS file

Document Center Mockups

Mantis 3618: http://ct.jaguarfreight.com/mantis/view.php?id=3618

Document Center PDF Preview

Document Center Upload Feature

Doccument Center Group Pop-up

Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.

Document Center Pro Forma Invoice

Document Center Packing List

File:File:POEM DocumentCenter PackingList.jpg

@@ Line 190: / Line 190: @@
 [[File:POEM DocumentCenter Upload.jpg | 1400px]]
-===== Document Center Pro Forma Invoice =====
+===== Doccument Center Group Pop-up =====
-====== Doccument Center Group Pop-up ======
 [[File:POEM DocumentCenter GRP Popup.jpg|1400px]]
 Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.
+===== Document Center Pro Forma Invoice =====
 [[File:POEM DocumentCenter ProForma Invoice.jpg | 1400px]]
+===== Document Center Packing List =====
+[[File:File:POEM DocumentCenter PackingList.jpg | 1400px]]