Missing Vendor Invoices

From UG

Contents 1 Info 2 Spec 2.1 Intro 2.2 Business requirements 2.3 Conditions 2.4 Filters 2.5 Output settings 2.5.1 Columns 2.6 Examples 3 SOWs 3.1 SOW 1 3.1.1 Core Requirements 3.1.2 Solution

Info

• parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567

Spec

Intro

Vendor: Company that provided some service and issued Purchase invoice.

• CT2 Vendors are defined in Admin > Address Book > Vendors
• Vendors in CT2 shipment mapped to:

• Gen tab. 8. Export Pick-up Trucker (V3) (all MOT)
• Exp tab. 4.Airline:(V1) (MOT=AIR)
• Exp tab. 5.Co-Loaders-Air:(V6) (MOT=AIR)
• Exp tab. 4.Steamshipline:(V2) (MOT=OCEAN)
• Exp tab. 5.Co-Loaders-Ocean:(V5) (MOT=OCEAN)
• Imp tab. Customs Broker:(V4) (MOT=AIR/OCEAN)
• Imp tab. Delivery Trucker:(V3) (MOT=AIR/OCEAN)
• Imp tab. 8. Cargo Location(V7) (MOT=OCEAN)

Business requirements

• Report that shows CT's for which a vendor is listed in the shipment
  AND
• for which NO purchase invoice is listed in the P&L tab

Conditions

There are no Hard coded or Hidden conditions (???) for this report which means that system will pull ALL invoices that satisfy conditions you set by filters.

Filters

• Office
• Time frame

Output settings

• Results of the report are displayed as HTML table which can be downloaded as XLS spreadsheet.
• Spreadsheet version of this report has all the columns found on HTML.

Columns

* Column Title - Column description/mapping

• CT #
• Client Name
• Mode
• Origin Country
• Destination Country
• Vendor (or Carrier)

Examples

File:HTML example.PNG

File:Spreadsheet example.PNG

SOWs

SOW 1

---

mantis: ???? (phase: ??, status: ??)

Core Requirements

• .

Solution

TBD

---