Daily Report - Elizabeth Arden
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* [[Reports Filters#Client]] | * [[Reports Filters#Client]] |
Revision as of 20:29, 16 February 2010
Contents |
Parent Mantis
Business Needs and Requirements
- This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
- This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)
Technical Specification
Summary
- This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
- Report shows date time stamp and how many records are found (number)
- This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields
User Interface
See #Figure 1. Schedule dropdown menu
Filters
All filters for user defined report conditions are on one tab - see #Figure 2. General Tab
Also see #Filters and Filters Matching Logic.
Hard Coded Conditions
- This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
- Report should use CT#Created On Date date field to identify when shipment was created.
- Example of 2 reports ....
User Defined Conditions
- See Figure 2 for general filters tab below
- All filters are "multi select"
- Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
- Filters consist of several groups
- Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
- For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
- If none of the filters are selected, generate ALL results.
Filters and Filters Matching Logic
Output
- Create output tab with list of output headings
- These output headings are almost the same as Daily Report but label name and order differently
- Required default headings on the combo box, the rest of headings are in drop down filter output list
- List of headings #Columns Definitions
Columns Definitions
- CT# with link (JG and Non-JG users)
- Mapped to CT#CT Num
- If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
- If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
- Default on the combo box
- Vendor
- Mapped to CT#Shipper
- Default on the combo box
- Division
- No mapping (Heading Only)
- Default value: N/A for data
- Default on the combo box
- P/O num
- Mapped to Commodity#PO
- Default on the combo box
- Item code
- Mapped to Commodity#SKU
- Default on the combo box
- Quantity
- Mapped to Commodity#Qty
- Default on the combo box
- Weight
- Mapped to Commodity#Gross Kg
- Default on the combo box
- Cartons
- Mapped to Commodity#Pkgs On Plts
- Default on the combo box
- Pallets
- Mapped to Commodity#Plts
- Default on the combo box
- Drums
- Mapped to Commodity#Loose Pkgs
- Default on the combo box
- Carrier
- No mapping (Heading Only)
- Default value: Jaguar
- Default on the combo box
- Mode
- Mapped to CT#Mode Of Transport
- Default on the combo box
- Carrier Remarks
- No mapping (Heading Only)
- Default value to blank
- Default on the combo box
- Destination
- Mapped to CT#Consignee
- Default on the combo box
- Estimated Delivery
- Mapped to CT#Automated Estimated Delivery Date
- Default on the combo box
- Actual Delivery
- Mapped to CT#Actual Delivery Date
- Default on the combo box
- Revise Date
- No mapping (Heading Only)
- Default value to blank
- Default on the combo box
- Remarks Planning
- No mapping (Heading Only)
- Default value to blank
- Default on the combo box
- Customer References#
- Mapped to CT#Customer Ref
- Origin Countries
- Mapped to CT#Origin Country
- Destination Countries
- Mapped to CT#Destination Country
- Item Description
- Mapped to Commodity#Description
- Custom fields
- if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
- Heading Must be dynamic name
- For example: if there is a custom field "Extra line 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1"
- Total CBM
- Mapped to Commodity#Grand Total: cbm
- Authorization
- No mapping (Heading Only)
- Default value to blank
- this field is allowed user to manage it manually [Y/N]
Sort By Definitions
- Sort by CT# from earlier CT# to newer CT#
Summary
- Output is a spreadsheet
- Spreadsheet tabs: There is ONLY one tab
- Spreadsheet consists of Header, Body, and footer
- Header:
- Report name
- Date Time Stamp
- Criteria (list of filter(s) selected)
- Jaguar Logo
- Body: (general info)
- Consists of columns and rows
- Column: headings
- Row: shipment records
- Consists of columns and rows
- Footer
- There is no footer
Special Cases
TBD