Daily Report

From UG

Revision as of 21:42, 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.

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 = "a") OR(Client Companies = "b")) AND ((Shippers = "c")OR(Shippers = "d"))
• If none of the filters are selected, generate ALL results.

Filters and Filters Matching Logic

• Reports Filters#Client

• Reports Filters#Shipper

• Reports Filters#Consignee

• Reports Filters#Origin Country

• Reports Filters#Destination Country

• Reports Filters#Origin Region

• Reports Filters#Destination Region

Output

• Create output tab with list of output headings
• Required default headings on the combo box, the rest of headings are in drop down filter output list
• List of headings #Columns Definitions
• See #Figure 3. Spreadsheet for output result (xls)

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 selected list

• Customer References#
  • Mapped to CT#Customer Ref

• Transportation Modes
  • Mapped to CT#Mode Of Transport
  • Default on the combo box selected heading output list

• Shippers
  • Mapped to CT#Shipper
  • Default on the combo box selected heading output list

• Consignees
  • Mapped to CT#Consignee
  • Default on the combo box selected heading output list

• Origin Countries
  • Mapped to CT#Origin Country
  • Default on the combo box selected heading output list

• Destination Countries
  • Mapped to CT#Destination Country
  • Default on the combo box selected heading output list

• P.O
  • Mapped to Commodity#PO
  • Default on the combo box selected heading output list

• SKU
  • Mapped to Commodity#SKU
  • Default on the combo box selected heading output list

• Quantity
  • Mapped to Commodity#Qty
  • Default on the combo box selected heading output list

• Item Description
  • Mapped to Commodity#Description

• Ttl # of plts
  • Mapped to Commodity#Plts

• Ttl pkgs on plts
  • Mapped to Commodity#Pkgs On Plts

• Loose pkgs
  • Mapped to Commodity#Loose Pkgs

• Ttl G kg
  • Mapped to Commodity#Gross Kg

• Custom fields
  • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
  • Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc

• 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]
  • Default on the combo box selected heading output list

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
• Footer
  • There is no footer

Special Cases

TBD

Figures

Figure 1. Schedule dropdown menu

Figure 2. General Tab

Figure 1. Schedule dropdown menu

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