Completion Reports

From UG

(Difference between revisions)
Jump to: navigation, search
(→Output)
(→Output)
Line 133: Line 133:
** Total CBM (ContTab Table B.)
** Total CBM (ContTab Table B.)
** Last Comment entry (ComTab>most recent comment)
** Last Comment entry (ComTab>most recent comment)
 +
 +
== Result ==
 +
* Excel SpreadSheet
 +
* Spreadsheet tabs: THere is only one
 +
* Spreadsheet consists of Header, Body Footer
 +
* Header
 +
** Report Name
 +
** Date time stamp
 +
** List of filters selected
 +
** Jaguar Logo on the top right
 +
* Body
 +
** Consists of sections (one per MOT)
 +
** Each section has a header and a table
 +
** Header->  MOT, Shipments() (OCEAN-FCL, 0 shipment(s)
 +
** Table consists of columns (headings)

Revision as of 23:01, 8 December 2009


Contents

Another name for this report

"Incomplete" in CT2

Business Needs and Requirements

This report is used for identifying shipments for complete arrival for Air and Ocean. This report will help user to know what shipments are completed arrived, but not yet delivered.

Introduction

Generic meaning: Shipments has "arrived", but was not yet "delivered" (It still appears on an "In-Transit" Report under this condition. Once it is "delivered", it will be no longer on "Live CT list" and moved to "Delivered CT list" and this shipment is no longer on this report)

Technical Specification

Summary

  • This report can be managed through the saved and Scheduled report> class report drop down menu
  • User can set a satisfied scheduled date and time to generate a report
  • General filter tab consists of filters that user can manage a report result
  • Heading(s) for an output report result can be managed through output tab
  • These can be scheduled, daily, every other day, weekly etc.
  • Report is a "re-occurring" report: shipments that are arrival completed will occur on the report everyday until Actual Delivery Dates are set!
  • Date Criteria for this report: Actual Arrival Date Completed (or not empty), but Actual Delivery Date is empty
  • Mode: Ocean and Air

Hard coded Condition

MOT = AIR

  • Actual Arrival Date (ExpTab.14c.ATA -Actual Time of Arrival) is not empty
  • AND
  • Actual Delivery Date (ImpTab.Actual Delivery Date) is empty

MOT = Ocean LCL

  • Actual Arrival Date (ExpTab.15c. ATA:) is not empty
  • AND
  • Actual Delivery Date (ImpTab.11.Actual Delivery Date:) is empty

MOT =Ocean FCL

  • Actual Arrival Date (ExpTab.15c. ATA:) is not empty
  • AND
  • At least one container's Actual Delivery Date (ContTab.Actual Delivery Date) is empty

NOTE:FCL -> If all actual delivery dates for all containers are completed, this shipment is considered as "Delivered" (not appear on Incomplete Report)

User Defined Conditions

Summary

  • All filters are located on "General filters" tab
  • There is a check box in front of the filters
    • This check box is automatically checked once at least a filter is selected to combo box
  • All filters are "multiselect."
  • Every filter connected by AND and selections inside filter are connected by OR
    • For example:
      • (Client Companies = Elizabeth Arden OR Client Companies = Coty) AND (Shippers = ABC-HK -test OR Shippers = AGRARIA-Los Angeles)

Filters

  • Client Companies
    • List is from: Admin > Client Companies
    • Mapped to: CT, Gen Tab, E0. Client
  • Shippers:
    • List is from: Admin > Address book > Transport>T1
    • Mapped to: CT, Gen Tab, Shipper (T1)
  • Consignees:
    • List is from: Admin > Address book > Transport>T2
    • Mapped to: CT, Gen Tab, Consignee (T2)
  • Origin Countries:
    • List is from: Admin > Geography > Countries
    • Mapped to: CT, Gen Tab, Origin country
  • Destination Countries:
    • List is from: Admin > Geography > Countries
    • Mapped to: CT, Gen Tab, Destination country
  • Origin Regions:
    • List is from: Admin > Geography > Region
    • Mapped to: CT, Gen Tab, Origin country (based on Country TO Region mapping in Admin)
  • Destination Regions:
    • List is from: Admin > Geography > Region
    • Mapped to: CT, Gen Tab, Destination country (based on Country TO Region mapping in Admin)
  • Transport Modes:
    • Air and Ocean
    • Mapped to: CT, Gen Tab, F.Mode of Transport

Output

File:Incomplete_Report.JPG
File:Incomplete_Report_with_SKU.JPG
  • Output tab with list of output headings
  • Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
  • List of headings:
    • CT# with link ->defaulted on the combo box
    • Customer References# (GenTab C.Customer Ref)
    • Transport Modes (GenTab F. Mode of Transport:)
    • Shippers (GenTab 2.Shipper) ->defaulted on the combo box
    • Consignees (GenTab 3.Consignee) ->defaulted on the combo box
    • Origin Countries (GenTab 11. Origin country) ->defaulted on the combo box
    • Destination Countries (GenTab 12. Destination country) ->defaulted on the combo box
    • Estimated Picked Up Date
      • AIR (GenTab> 9. Estimated Export Pick-Up Date:)
      • OCEAN FCL(ContTab> Estimated collection:)
      • OCEAN LCL(GenTab> 9. Estimated Export Pick-Up Date:)
    • Actual Picked Up Date
      • AIR (GenTab> 10. Actual Export Pick-Up Date:)
      • OCEAN FCL(ContTab> Actual collection:)
      • OCEAN LCL(GenTab> 10. Actual Export Pick-Up Date:)
    • Estimated Departure Date
      • AIR (ExpTab> 11b. ETD - Est Time of Dept:)
      • OCEAN FCL(ExpTab> 11b. ETD:)
      • OCEAN LCL(ExpTab> 11b. ETD:)
    • Actual Departure Date
      • AIR (ExpTab> 11c. ATD - Actual Time of Dept:)
      • OCEAN FCL(ExpTab> 11c. ATD:)
      • OCEAN LCL(ExpTab> 11c. ETD:)
    • Estimate Arrival Date
      • AIR (ExpTab> 14b. ETA - Est Time of Arrival:)
      • OCEAN FCL(ExpTab> 15b. ETA:)
      • OCEAN LCL(ExpTab> 15b. ETA:)
    • Actual Arrival Date ->defaulted on the combo box
      • AIR (ExpTab> 14c. ATA - Actual Time of Arrival:)
      • OCEAN FCL(ExpTab> 15c. ATA:)
      • OCEAN LCL(ExpTab> 15c. ATA:)
    • Estimated Delivery Date
      • AIR (ImpTab> Estimated Delivery Date:)
      • OCEAN FCL(ContTab> Requested Delivery:)
      • OCEAN LCL(ImpTab> 10. Estimated Delivery Date:)
    • Actual Delivery Date
      • AIR (ImpTab> Actual Delivery Date:)
      • OCEAN FCL(ContTab> Actual Delivery:)
      • OCEAN LCL(ImpTab> 11. Actual Delivery Date:)
    • P.O (ContTab Table A.)
    • SKU (ContTab Table A.)
    • Quantity (ContTab Table A.)
    • Item Description (ContTab Table A.)
    • Ttl # of plts (ContTab Table A.)
    • Ttl pkgs on pkgs (ContTab Table A.)
    • Loose pkgs (ContTab Table A.)
    • Ttl G kg (ContTab Table A.)
    • Custom fields (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
    • Total CBM (ContTab Table B.)
    • Last Comment entry (ComTab>most recent comment)

Result

  • Excel SpreadSheet
  • Spreadsheet tabs: THere is only one
  • Spreadsheet consists of Header, Body Footer
  • Header
    • Report Name
    • Date time stamp
    • List of filters selected
    • Jaguar Logo on the top right
  • Body
    • Consists of sections (one per MOT)
    • Each section has a header and a table
    • Header-> MOT, Shipments() (OCEAN-FCL, 0 shipment(s)
    • Table consists of columns (headings)
Retrieved from "https://wiki.jaguarfreight.com/Completion_Reports"
Personal tools