ASN 20 ph3 (part2)

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(→SOW 25 Pending Air Approval Filter)
(→SOW 26 Dashboard --> Pre-Approved for AIR, pending Final Air Approval)
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==== Solution ====
==== Solution ====
* "Pending Air Approval" report type is implemented in ASN report.
* "Pending Air Approval" report type is implemented in ASN report.
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Revision as of 16:13, 25 April 2014


Contents

SOWs

SOW 18 Display Estimated Delivery Date in ASN

mantis: 4327 (phase: SA, status: started)

Core Requirements

  • “link” ASNs to an “automated estimated delivery date” in Admin
  • display an estimated delivery date in the ASN window when a planner processes an approval.

Solution

TBD


SOW 19 Set and update Origin and Destination Countries automatically for ASN records

mantis: 4349 (phase: SA, status: started)

Core Requirements

  • After implementation mantis 4191, there is either a bug or a gap in logic for ASN records, with regards to updating Geb Tab 11 & 12 automatically.

Solution

  • Use already implemented logic in the following way - every clicking "Save" should update without any warning:
  • "Origin Country" from "Pick up Location" Country.
  • "Destination Country" from "Ship to Location" Country.


SOW 20 Enable "Expedite feature" for ASN 2 portal

mantis: 4499 (phase: QA, status: closed)

Core Requirements

  • Currently this functionality is working on EA Planner (implemented for ASN 1). We need to enable this for ASN 2 portal.

Business needs

  • Restore functionality as it worked for ASN1.
  • Additional enabling "Expedite feature" for ASN 2 portal (mantises 4505, 4524).
  • Show Expedised shipments in Reports (mantis 4504).
  • Show Expedised shipments in KPIs (mantis 4501).
  • Log Expedited status on COM TAB on ASN 2.0 (mantis 4325).

Solution

In addition to restored functionality implemented in ASN1:

  • Expedited Planner (Expeditor) is option of ASN2 Generic Planner User (as for ASN1 EA Planner).
  • "Expedited" button is presented in ASN Shipment list and in ASN view window.
  • Expeditor has ability to leave the comment in Confirmation window (same as the comment feature on Approve/Hold/Reject window).
  • Adding of Expedited Comment can be set as mandatory field for processing the Expedited request.
  • This implemented as ASN Portal option with "Expedited Comments Mandatory" checkbox in General tab of the Portal Admin section.
  • Expedited Email notification should be sent to:
  • Shipper who created an expedited ASN.
  • Planner who expedited ASN.
  • ASN Portal Team (to be defined).
  • Expeditor can edit "Cargo Due Date":
  • Default is the same date from the approved planner.
  • Email notification content has two lines - Original Cargo Due Date and Revised Cargo Due Date.
  • Indicate “expedited shipment” with red color:
  • Red circle in "Status" column.
  • When mouse over show hint with combined text (previous state + expedited info).
  • In ASN view window, show "This is an Expedited ASN" red bold label.
  • Expedised shipment should be available on report output and filter for Main:
  • Report should include Reason Code, Expeditor's Comment, etc.
  • Volume KPI reflects Expedites count (same as CT count):
  • Move Expedite tab from transportation to ASN portal attribute.
  • Add one more tab to the bottom right graph (Expedite) to show bar per reason code.
  • Expedited status should be logged on COM Tab on ASN 2.0.
Example:
CT#XXXXXX has been EXPEDITED by <Planner Name>
Expedited Code: <Reason Code>
Original Cargo Due Date: Date in format "DD-MMM-CCYY" or "n/a"
Revised Cargo Due Date: Date in format "DD-MMM-CCYY" or "n/a"


SOW 21 Create an upload list of shippers/planners functionality (script)

mantis: 4525 (phase: Est, status: open)

Core Requirements

  • Create an upload list of shippers/planners functionality (script).

Business needs

  • Ability to import ASN2 User Profiles into the system from Excel files.

Solution

  • Data is prepared in two separated files - Shippers and Planners lists.
  • Handling script works with each file, new or modified records can update the User Profiles in DB

Generic Shipper

  • Shippers list provides parameters of User Profiles in the following columns:
  • Action - empty for Add new or Modify existing user (not using currently).
  • Email - User Email as Identifier, mandatory field.
  • First Name, Last Name, Password - Optional, Required for New Shippers only. For existing user are ignored.
  • Shipper Company name - Mandatory for new shippers only.
  • If specified for existing user - then it will be updated "CompanyName - City [ - Remark]"
  • Note: Remark is optional, used if several companies with same Name and City are exists.
  • ASN Portal Name - ASN2 Portal that is applied to Shipper
  • PO Issued By Name - List of POIB companies of the Portal for current Shipper.
  • Air Approval, Cargo Due Date - "Y", "N" or empty for default by ASN Portal
  • Transport Mode - List of all transport modes for current Shipper per PO Issued By, on Single Line "Mode [- Submode]"
  • * (star) means using all current Portal settings for Shipper
  • Approval Mode - optional. If empty then default Approval Mode of ASN Portal is applied.
  • Possible values: (auto, single, double)


Generic Planner

  • Planners list provides parameters of User Profiles in the following columns:
  • Action - empty for Add new or Modify existing user (not using currently).
  • Email - User Email as Identifier, mandatory field.
  • First Name, Last Name, Password - Optional, Required for New Shippers only. For existing user are ignored.
  • ASN Portal Name - ASN2 Portal that is applied to Planner.
  • PO Issued By - appropriate "PO Issued By Name" company from applying Portal that is assigned to Planner.
  • Regular, Super, Air, View Only - possible Planner parameters per PO Issued By, active are indicated with "X".


SOW 22 Allow OPS to edit MOT for ASN approved shipments to all internal users

mantis: 4508 (phase: QA, status: closed)

Core Requirements

  • Allow Jaguar operator to make some change for MOT of ASN approved shipment from Internal Application.
  • The feature should be control per Portal and allow all roles.

Solution

  • Ability to change Transport Mode for ASN approved shipments by Jaguar Ops can be allowed from ASN Portal Admin section.
  • This managed on "General" tab with using "Allow change MOT after shipment is approved" checkbox.
  • When MOT changed in Internal Application it should be updated in ASN by the following rules:
  • if CT2 MOT = {AIR, Trucking-Air} then ASN Transport Mode is "Air".
  • if CT2 MOT = {Ocean-LCL, Client Consolidation} then ASN Transport Mode is "Ocean LCL".
  • if CT2 MOT = {Ocean-FCL MBL/AW, Trucking-Ocean} then ASN Transport Mode is "Ocean FCL".
  • if CT2 MOT = {UNDEFINED} then ASN Transport Mode is "Undefined".
  • NOTE: MOT = Trucking-Domestic is unavailable for change and cannot be set for any ASN approved CT.


SOW 23 Log in ASN the actions for MOT changes by Ops from CT2

mantis: 4520 (phase: QA, status: closed)

Core Requirements

  • Add action for MOT changed from operator in CT2 to "H" on ASN portal
  • Also on communication tab
  • For all ASN records

Solution

  • Once Jaguar Operator (in Internal App) changed Transport Mode in the shipment approved from ASN, this action should be reflected in ASN history log.
  • System shows "Transport Mode changed to MOT XXX" message in:
  • Comment column of "Authorization Status History" window (click "H" in Gen tab of ASN View form).
  • Other columns: Status - Approved, Last Update - time stamp of action, Updated By - System.
  • Communication Log in Com tab of ASN View form.
  • To: Default e-mail. From: system environment e-mail, f.e.cybertrax_kuchma@jaguarfreight.com.


SOW 24 Remove restriction to add commodity lines for ASN records in Internal App

mantis: 4481 (phase: QA, status: closed)

Core Requirements

  • Remove ASN1 constraint ("This table can't have more then one commodity item!") to add commodity lines for ASN records in internal app, for CT records created with enabled in a portal/MOT option "Multiple Commodity Items".

Solution

  • Option "Multiple Commodity Items" is managed from Transport Mode rule of ASN Portal Admin section (Transport Modes tab).
  • If this feature is turned-on for a MOT then:
  • ASN record created in the Portal with this MOT can have multiple commodity lines.
  • After transmitting this ASN to CT2 it will not have constraint for adding new commodity.
  • If this feature is turned-off for a MOT then:
  • ASN record created in the Portal with this MOT will be splitted to several ASNs having only ONE commodity line.
  • After transmitting any of these ASNs to CT2 it will be subject of ASN1 constraint for adding new commodity.


SOW 25 Pending Air Approval Filter

mantis: 4535 (phase: QA, status: new)

Core Requirements

  • Provide filtering the ASNs that are pending for Air Approval process.
  • Show counter of pending records.

Solution

  • Filtering is provided with new button on the control panel of Shipment List in ASN Portal.
  • Button becomes visible in ASN Planner UI if at least one ASN record is pending for Air approval.
  • Label of button is "Pending Air Approval count: N", where N is count of pending ASN records.
  • Clicking on the button filters Air Approval pending records in ASN Shipment List.
  • If pending ASNs are filtered the button label becomes bold Orange and changes to "Only Pending Air Approval shown: N".
  • Next clicking clears the filter and changes label and counter back to the non-filtered values.

SOW 26 Dashboard --> Pre-Approved for AIR, pending Final Air Approval

mantis: 4536 (phase: Stg, status: completed)

Core Requirements

  • Type of report/additional filter.

Solution

  • "Pending Air Approval" report type is implemented in ASN report.


See also

Retrieved from "https://wiki.jaguarfreight.com/ASN_20_ph3_(part2)"
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