New Arden Trucking Project NATP (main)

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(Business Needs and Requirements)
Line 26: Line 26:
* [[#Flags]]
* [[#Flags]]
-
=== Reporting ===
+
=== Reports ===
* In Transit Report add filters:
* In Transit Report add filters:
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** Carrier?
** Carrier?
-
See also related requirements in [[#Virtual Groups]].
+
See also: [[#Virtual Groups]].
=== Documents ===
=== Documents ===
Line 54: Line 54:
* D/O. Is this a [[Delivery Order Trucking Domestic]] or [[DO Truck (M)]] or something else?
* D/O. Is this a [[Delivery Order Trucking Domestic]] or [[DO Truck (M)]] or something else?
-
See also related requirements in [[#Virtual Groups]].
+
See also: [[#Virtual Groups]].
 +
 
 +
=== Flags ===
 +
 
 +
Could be called modes as well.
 +
 
 +
* "on Customer Hold" 
 +
:: On hold means on hold in OUR WAREHOUSE meaning the shipment was already "picked up" and is technically "in-transit" but with the ON HOLD differentiation from a "normal" in-transit" shipment.
 +
 
 +
* "Pending Approval Mode"
 +
:: Identical to "undefined"
 +
 
 +
* "on hand waiting for consolidated delivery"  (this requirement is not confirmed)
 +
:: Basically: On hand at "consol warehouse" waiting for scheduled delivery date / day
 +
 
 +
These flags will be used as filters to generate reports, documents, groups.
 +
 
 +
See also: [[#Virtual Groups]].
=== Virtual Groups ===
=== Virtual Groups ===
 +
Functionality to create "virtual groups" is needed. "Virtual group" is a subset of all records. Every CT that belongs to that group should satisfy given criteria.
 +
Example 1. All CTs that satisfy:
-
=== Flags ===
+
MOT = Truck Domestic
 +
Move From PICK UP LOCATION A
 +
For: CARRIER B
 +
For: SHIPMENTS TO DESTINATION C
 +
For: ESTIMATED COLLECTION TODAY
 +
 
 +
Example 2. All CTs that satisfy:
 +
 
 +
MOT = Truck Domestic
 +
To DELIVERY LOCATION A
 +
For: CARRIER D
 +
For: SHIPMENTS FROM ALL ORIGINS
 +
For: ESTIMATED DELIVERY TOMORROW
 +
 
 +
List of selection criteria:
 +
 
 +
* Flags - see [[#Flags]]
 +
* Shipper location
 +
* Consignee location
 +
* Trucker Name (carrier)
 +
* Pick up date (estimated or actual)
 +
* Delivery date (estimated or actual)
 +
* Not yet billed Records
 +
 
 +
 
 +
The purpose of grouping is to be able to perform certain action on a number of selected CTs. Actions that should be supported:
 +
* 1. generate REPORTS (either 1 time or schedule/automate)
 +
* 2. generate DOCUMENTS (single d/o or consolidation d/o and manifests)
 +
* 3. generate BILLING
 +
* 4. upload DOCUMENTS (POD's)
== Suggested Solution ==
== Suggested Solution ==

Revision as of 00:17, 25 March 2010


Contents

General Info

  • parent mantis: 0001884: (CT2 Misc) Ops Changes for NATP (New Arden Trucking Project)
  • requested for Release: April 29

Business Needs and Requirements

March 24 Meeting

During this meeting all core and some detailed requirements have been presented and discussed. There is one related document created by Director of Operations - see Operations May 01 tab on Copy of Trucking Project - 2010-03-24.xls file attached to mantis 1884.

Deadline

It was requested to have all features in production by May 1.

Summary

Below is a full list of functionality requested:

Reports

  • In Transit Report add filters:
    • Shipper / pick up location
    • Carrier / Trucker
    • Delivery location/consignee
  • Previous Day Collections / Deliveries changes:
    • none
  • "Approval Report" (new report). Filters:
    • Consignee
  • "Impending Pick ups" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
    • shipper/pick up location
    • carrier?
  • "Impending deliveries" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
    • Delivery location/consignee
    • Carrier?

See also: #Virtual Groups.

Documents

See also: #Virtual Groups.

Flags

Could be called modes as well.

  • "on Customer Hold"
On hold means on hold in OUR WAREHOUSE meaning the shipment was already "picked up" and is technically "in-transit" but with the ON HOLD differentiation from a "normal" in-transit" shipment.
  • "Pending Approval Mode"
Identical to "undefined"
  • "on hand waiting for consolidated delivery" (this requirement is not confirmed)
Basically: On hand at "consol warehouse" waiting for scheduled delivery date / day

These flags will be used as filters to generate reports, documents, groups.

See also: #Virtual Groups.

Virtual Groups

Functionality to create "virtual groups" is needed. "Virtual group" is a subset of all records. Every CT that belongs to that group should satisfy given criteria.

Example 1. All CTs that satisfy:

MOT = Truck Domestic
Move From PICK UP LOCATION A
For: CARRIER B
For: SHIPMENTS TO DESTINATION C
For: ESTIMATED COLLECTION TODAY

Example 2. All CTs that satisfy:

MOT = Truck Domestic
To DELIVERY LOCATION A
For: CARRIER D
For: SHIPMENTS FROM ALL ORIGINS 
For: ESTIMATED DELIVERY TOMORROW

List of selection criteria:

  • Flags - see #Flags
  • Shipper location
  • Consignee location
  • Trucker Name (carrier)
  • Pick up date (estimated or actual)
  • Delivery date (estimated or actual)
  • Not yet billed Records


The purpose of grouping is to be able to perform certain action on a number of selected CTs. Actions that should be supported:

  • 1. generate REPORTS (either 1 time or schedule/automate)
  • 2. generate DOCUMENTS (single d/o or consolidation d/o and manifests)
  • 3. generate BILLING
  • 4. upload DOCUMENTS (POD's)


Suggested Solution

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