ASN 20 Solution
From UG
Preliminary Remarks
ASN 2.0 vs ASN 1.X
ASN 2.0 is an extension of ASN 1.X functionality.
This wiki maintains focus on explaining what to add and change without repeating in details what to carry over from previous version (ASN 1.X). At the same time I do briefly mention some of the major functionality that needs to be preserved.
ASN 2.0 vs International Portal
Originally this scope was kept under larger International Portal project. Most recently it was decided to extract ASN related functionality and implement it as soon as possible. This project to be called ASN 2.0.
Some features that were developed or half-developed under I-Portal such as Flexible CT editor, merging of Client and Internal App were put on hold and are out of scope for this project.
Some features such as new User Roles Manager will be used for this module. But some adjustment is required (some Roles will be defined as Flexible and some as Built In).
Also we need to clearly define in the system TMS vs non TMS option for Truck Domestic mode.
Preliminary Tasks
Add TMS E0 attribute
Currently "TMS solution" supports only one Client Company (E0) at a time - we can not send shipments to TMS that are identified by more than one E0 - this case is not defined - no code or business process exists to handle this case properly. This restriction will remain in ASN 2.0.
But we need to add parameter to the system that defines what E0 "is linked to" TMS currently. This will help in :
- reporting (for example for DR/KPI reporting we will know what CTs are linked to cost that we receive from TMS and store in special Load table vs costs entered by operators)
- validation (to make sure we do not send CTs from more than one E0 to TMS)
See mock up below.
Add Role Type attribute: Built In vs User Defined User Roles
We have to distinguish between Built In and User Defined User Roles.
Also this should be obvious for the user - what role is of what type.
This is a new attribute of User Role Entity.
User Defined Role is a role that can be created and fully defined by user through Admin > Security > User Roles panel.
See UI changes on the Figure below:
1 - change button label
2 - add "User Type" column
Add Generic Shipper and Generic Planner Built In User Roles
Currently the only Shipper and related Planner roles defined in the system are "EA Shipper" and "EA Planner". These are built in roles.
They currently support only Elizabeth Arden (EA) Domestic Trucking workflow.
Since it is intention to increment/change EA workflow and also to add support for any Client Company without distracting existing operations it is suggested to create two new built in roles "Generic Shipper" and "Generic Planner" that would fully satisfy ASN 2.0 requirements.
See #3 and #4 on the Figure above.
Deploy this into production. After release we would have:
- EA Shipper
- EA Planner
- Generic Shipper
- Generic Planner
At that point In production we could:
- start creating new Generic Shippers/Planners for any E0
- transfer all users from EA Shipper to Generic Shipper
- transfer all users from EA Planner to Generic Planner
- remove EA Planner, EA Shipper (in the following Rel to Prod)
Important Note to Developer ------------------------ Code should be re-used by both EA and Generic Shipper/Planners. Obviously we should not create separate similar code for EA vs Generic roles.
Make PO Issued By attribute Client Company specific
Since every Client Company has its own PO Issued By List it has to be defined in Client Company profile - see 1 on Figure below.
Since approval type will be Shipper specific we have to move related parameters to Shipper profile - see 2 on Figure below.
Also now #SKU Map should become part of this profile - see #3 below.
Y vs N indicate if SKU Map is used for selected PO Issued By or not.
SKU Map is not required feature therefore default is N.
On "Add" the following pop-up will be produced:
SKU Map
"SKU Map" aka "SKU to Planner mapping" as defined in ASN 1X this is a table (uploaded in the form of xls) that links unique SKU# to SKU description and to planners name.
It provides auto-suggest for SKU description on ASN form and planner filter for List CTs under Planners login.
It was required only for CTs that are associated with one particular PO Issued By value.
Link to ASN 1X spec: ASN_1.X#SKU_to_Planner_Mapping_Feature.
SKU Map browser.
We need to add one simple important table: history of uploaded files with ability to View files and with these attributes per File entity:
- file-name
- file size
- time-stamp when uploaded
- who uploaded (username)
Currently, it is not possible to see even currently uploaded xls.
Figure below suggests possible UI design to satisfy stated functionality.
- Upload button - to upload new files.
- View button - to view existing.
Clone User
We need to add back Clone User feature.
It is required for this project because:
- new Shipper profile has many options to set and therefore it is time-consuming
- many shipper users will have similar profile
- we do not have mechanism in place to set Shipper values for multiple users at a time yet
On UI level there would be "Clone" button on Admin > Users Admin panel.
Selecting one user and pressing "Clone" would open up Add New User panel with all info pre-populated from selected user but:
- username
- First / Last name
- password
- SkypeId
Truck size entity
We need to create and manage new entity that lists various truck sizes.
Add this as a tab to Admin > Transportation.
Typical values: 48 ft, 53 ft.
Managing Pick Up and Delivery Addresses
On ASN Form it would make most sense to display only Pick Up (Origin Door) and Delivery (Destination Door) Locations that are relevant to specific Supply Chain (E0).
These two lists could be defined in a Client Company profile.
One Shipper normally has many Pick Up and many Delivery Locations of course so wee need multiselect on UI.
Add these controls to a separate tab.
We also have to provide option to use addresses defined here or any address from Address book.
To achieve that:
- create 2 radio buttons separately for Pick Up and Delivery
- option 1: "Use addresses defined here"
- option 2: "Use Pick Up (T4 list) and Delivery Locations (T7 list) from CT2 Address Book"
Default is unchecked and therefore shippers will choose from any address available in the system.
[Mock Up TBD]
Shipper Related Functionality
New Shipper Profile
Shipper Profile General section
- E0. Client Company field
- change: now one Shipper could be linked to (create ASNs for) multiple E0
- Shipper (T1)
- remains the same
- Shipments weight in
- remains the same
See mock up below.
Shipper Profile Client Company specific section
See mock up above (tab is open for client "3Com").
For every E0 defined in General section we need to define approval, MOT and other options.
To accommodate that we allocate one panel per Client (use tabbed view, or any equivalent layout).
PO Issued by list is taken from E0 Client Company.
As you can see all options are PO Issued By specific and MOT specific (except AA and CDF which are only PO Issued By specific).
So for every PO Issued By three parameters needs to be defined:
- Approval Types(as defined in ASN 1.X; new types has been added)
- define separately per each MOT
- see list here: #Approval types
- value "NA" indicates that shipper can not create ASNs with this MOT
- CDF: Cargo Due Feature on/off (#Cargo Due Date Feature)
- AA: Air Approval (new parameter; see #Air Approval Type)
TMS mode
If user selects TMS option then system must validate that E0 in Shipper profile is the same as defined in TMS Admin.
Create CT - Universal ASN Form
See Figure below.
ASN Body
We have one more field: #Transport Mode.
Transport Mode
"Transport Mode" is a term we use for Shippers/Planners/external parties. It is equivalent to MOT.
Shipper will be given the following options when creating CT (see below). See also mapping into MOT.
Transport Mode = MOT:
- FTL = Truck Dom
- LTL = Truck Dom
- FCL = FCL(AW)
- LCL = LCL
- Air = Air
- LDP Air = Truck Air
- LDP FCL = Truck Ocean
- LDP LCL = Truck Ocean
Note to developer ----------------- There are options on how this list should be maintained in the system. Probably as Java constants. It is probably OK to hardcode the mapping above.
List of choices is defined in #New Shipper Profile. MOT that are NA will not show up in dropdown.
ASN Commodity table
In ASN 20 Commodity table has one additional field: #Equipment.
Equipment
Equipment options will change depending on what Transp Mode is selected.
- For FCL it will give options for container size / type.
- For FTL it will give options for truck size see #Truck size entity.
- For all others it will show "N/A" (not applicable).
See also "IMPORTANT NOTE" on Figure above (#3). System can not validate this so we rely on Shippers to comply with this requirement.
On Save Logic
Preserve such logic defined in ASN 1.X:
- Preview Screen
- Confirmation Screen
- Email Notification: on ASN create (by Shipper) - email to Shipper
See it defined here: ASN 1.X#Create_CT_record. (NOTE: This wiki might not be completely up to date).
View list of CT records as a Shipper
Preserve existing logic. See ASN_1.X#View_list_of_CT_records_as_a_shipper.
Shippers UI in case of multiple E0s
In this case Shipper need to choose from the list of companies (see orange label) to see shipments for particular E0.
See mock up below.
Edit, Clone, Delete CT records as a Shipper
Preserve existing logic. See ASN_1.X#Core Shipper Functionality.
Planner Related Functionality
New Planner Profile
Each Planner is associated with multiple E0s.
Under each E0 we need to define his role separately for each PO Issued By.
See mock up below.
Planners that handle #Air Approval Type defined as Air Planners.
View list of CT records as a Planner
Preserve existing functionality: ASN_1.X#View_list_of_CT_records_as_a_planner
Planners UI in case of multiple E0s
In this case Planner needs to choose from the list of companies (see orange label) to see shipments for particular E0.
See mock up below.
Authorize CT records
Preserve existing functionality: ASN_1.X#Authorize_CT_records.
See also ASN_1.X#Double Approval Process Feature.
Add the following functionality - see below.
Approval types
- single - defined in ASN 1.X
- double - defined in ASN 1.X
- no approval - see #No Approval Type
- air approval - see #Air Approval Type
Air Approval Type
This is an additional layer of approval for Air shipments that is required before CTs become visible to Jag Ops.
CTs created by Shipper Users that have this approval type selected would require Planner User who's is "Air Planner" to approve these shipments.
No Approval Type
CTs created by Shipper Users that have this approval type selected would be automatically available for Jag Ops bypassing any approval layer (unless Air Approval is required).
Jaguar Operator Related Functionality
There are number of changes required on internal for ASN 20 version. See below.
AR report
As in ASN 1X shipments that are approved (or not require approval) need to come under radar of operators so that they can be handled.
This is achieved by Approved / Routed Dashboard Report (aka AR Report).
It is similar in spirit and functionality to TDS Dashboard in ASN 1X for TMS (Truck Dom Stats) shipments for EA.
Newly approved shipments should appear on DB and stay there until they are noticed and acted on by operator.
NOTE(!): TMS CTs should not be a part of this report as they are part of TDS.
Information is structured by Client and by #Transport Mode.
See mock up below.
For every such group of shipments two counters provided in the form of x/y.
x - approved (but not yet routed); see definitions below
y - routed (but not yet departed); see definitions below
Definitions:
- approved: CT "passed approval process" - approved by all planners involved or no approval was required
- routed: PU Trucker assigned OR CTs grouped OR Master created OR at least one Ref Num assigned
......................
- once operator starts handling them they should "drop off" of this DB; this should happen once #Approved but Not Handled (ANH) Condition is achieved
- 1st level:
- provides counters and breakdown per MOT and Client Company
- Jag Ops user profile can be configured to limit to specific subset of MOTs as well as Cient Companies
- 2nd level provides (as in TDS):
- display of shipments with details (selected attributes)
- filters
- "actions" list (ability to select several shipments that satisfy criteria and apply action)
- action to create GRP (new in ASN 20)
[Fig TBD]
Approved but Not Handled (ANH) Condition
CT is approved (or Approval type = No approval) AND CT is not "routed" (Pick Up Trucker is not assigned).
AR on Reports Scheduler
Should be managed through Reports Scheduler.
Filters:
- E0 multiselect - limits list of client companies available on DB
- MOT multiselect - limits list of MOTs available on DB - see below
E-mail option was not requested so please disable that option.
ANH DB list of MOTs
Air / Ocean LCL / Ocean FCL / Truck Dom (non-TMS) / Truck Air (LDP) / Truck Ocean (LDP)
ANH DB 1st level
Provide counters in a tabular form.
Columns - MOTs - see above.
Rows - Client Company list.
ANH DB 2nd level
- filters - same as in ASN 1X TDS for now
- CT List - same as in TDS
- actions list
- add "create GRP" action
Add Transport Mode to Internal Gen Tab
Display #Transport Mode for operators on Gen Tab as read-only.
Label "Transport mode*"
Display note: "* as defined by Shipper/Planner"
Misc Functionality
Notification Types
There are the following notification types defined in ASN 1X. They needs to be carried over to ASN 20.
- on ASN create (by Shipper) - email to Shipper
- on any approval related status assignment/change (by Planner) - email to Shipper
- on Trucker assign (by Jag Ops) - email to Shipper
SOWs and Change Requests
SOW 1 Create new branch for this project from trunk; create envir for QA/SIT/UAT
mantis: 0003680
Call it "ASN 20".
