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 2.5.1 Columns 2.6 Examples 3 SOWs 3.1 SOW 1 3.1.1 Core Requirements 3.1.2 Solution

[edit] Info

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

[edit] Spec

[edit] Intro

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

• CT2 Vendors are defined in Admin > Address Book > Vendors
• In every CT some "Vendors" are identified by Jaguar OPS and 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)

[edit] Business requirements

• Report needs to show CT's:

• for which a vendor is listed in the shipment
  AND
• NO purchase invoice is listed in the P&L tab for this vendor

• NOTE. In Exp tab:

• If "5.Co-Loaders-Air:(V6)" is completed then "4.Airline:(V1)" should be ignored.
• If "5.Co-Loaders-Ocean:(V5)" is completed then "4.Steamshipline:(V2)" should be ignored.

• NOTE 2. Additional relationship between Carriers (Airline/Steamshipline) and Vendors tables needs to be set.

• Vendors admin in Addressbook should provide an ability to define "many-to-many" relationship model.
• Report should validate all possible cases when generating result.

[edit] Conditions

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

[edit] Filters

• Office
• Time frame (???)

[edit] Output

• 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.

[edit] Columns

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

[edit] Examples

File:HTML example.PNG

File:Spreadsheet example.PNG

[edit] SOWs

[edit] SOW 1

---

mantis: ???? (phase: ??, status: ??)

[edit] Core Requirements

• .

[edit] Solution

TBD

---