Completion Reports

From UG

Contents 1 Business Needs and Requirements 2 Intro 3 Filters 4 Output

Business Needs and Requirements

This report is used for identifying shipments for complete arrival for Air and Ocean. This report will help user to know what shipments are completed arrived, but not yet delivered.

Intro

• Generic meaning: Shipments has "arrived", but was not yet "delivered" (It still appears on an "In-Transit" Report under this condition. Once it is "delivered", it will be no longer on "Live CT list" and moved to "Delivered CT list" and this shipment is no longer on this report)
• This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied scheduled filters
  • Date Criteria: Actual Arrival Date Completed (or not empty), but Actual Delivery Date is empty
    • AIR
      • Actual Arrival Date (ExpTab.14c.ATA -Actual Time of Arrival) is not empty
      • AND
      • Actual Delivery Date (ImpTab.Actual Delivery Date) is empty
    • Ocean LCL
      • Actual Arrival Date (ExpTab.15c. ATA:) is not empty
      • AND
      • Actual Delivery Date (ImpTab.11.Actual Delivery Date:) is empty
    • Ocean FCL
      • Actual Arrival Date (ExpTab.15c. ATA:) is not empty
      • AND
      • At least one container's Actual Delivery Date (ContTab.Actual Delivery Date) is empty

NOTE:FCL -> If all actual delivery dates for all containers are completed, this shipment is considered as "Delivered" (not appear on Incomplete Report)

• • Mode:
    • Ocean (shipments into (destination country) by ocean have an actual arrival date, not all containers have been confirmed as delivered or no delivery comment has been given)
    • Air (shipments into (destination country) by Air have an actual arrival date, but no final delivery date or comment has been added or have gone past their requested delivery date)

• These can be scheduled, daily, every other day, weekly etc.
• Report is a "re-occurring" report (shipments that are arrival completed will occur on the report everyday until Actual Delivery Dates are set!
• Report show Report info, date time stamp and how many records are found (number) on the excel spreadsheet

For Example:

Incomplete Date Report

Time Date Stamp

(number) shipment into (destination country) by Ocean have an actual arrival date, not all containers have been confirmed as delivered or no delivery comment has been given --> this is for Ocean shipments

(number) shipments into (destination country) by Air have an actual arrival date, but no final delivery date or comment has been added or have gone past their requested delivery date --> this is for Air shipments

Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:
• Transport Modes: (Air and Ocean)

Output

• Create output tab with list of output headings
• Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
• List of headings:
  • CT# with link ->defaulted on the combo box
  • Customer References# (GenTab C.Customer Ref)
  • Transport Modes (GenTab F. Mode of Transport:)
  • Shippers (GenTab 2.Shipper) ->defaulted on the combo box
  • Consignees (GenTab 3.Consignee) ->defaulted on the combo box
  • Origin Countries (GenTab 11. Origin country) ->defaulted on the combo box
  • Destination Countries (GenTab 12. Destination country) ->defaulted on the combo box
  • Estimated Picked Up Date
  • Actual Picked Up Date
  • Estimated Departure Date
  • Actual Departure Date
  • Estimate Arrival Date
  • Actual Arrival Date ->defaulted on the combo box
  • Estimated Delivery Date
  • Actual Delivery Date
  • P.O (ContTab Table A.)
  • SKU (ContTab Table A.)
  • Quantity (ContTab Table A.)
  • Item Description (ContTab Table A.)
  • Ttl # of plts (ContTab Table A.)
  • Ttl pkgs on pkgs (ContTab Table A.)
  • Loose pkgs (ContTab Table A.)
  • Ttl G kg (ContTab Table A.)
  • Custom fields (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
  • Total CBM (ContTab Table B.)
  • Last Comment entry (ComTab>most recent comment)