Daily Report

From UG

Revision as of 20:34, 17 February 2010

Parent Mantis

1597

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.

Technical Specification

Summary

• This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
• Report MUST include ALL new shipments records that are created since previous report
• Report shows date time stamp and how many records are found (number)
• Report is sent to recipients on schedules via email.

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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.

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

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:

Output

• Create 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:)-> defaulted on the combo box
  • 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
  • P.O (ContTab Table A.)-> defaulted on the combo box
  • SKU (ContTab Table A.)-> defaulted on the combo box
  • Quantity (ContTab Table A.) -> defaulted on the combo box
  • 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.)
  • Authorization [Y/N] (this field is not mapped to any field, it is always empty and allow user to manage it manually)-> defaulted on the combo box

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