Shipper Interface
From UG
Contents |
Intro
This is a new module therefore at this moment it is not clear what components are required or affected. As a result all requirements are documented in this "main" article for now.
CBN: Core Business Need
This wiki section is managed by: Module Owner
Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:
- 1) significantly cut man hours at Jaguar
- 2) streamline / minimize communications
Later (in 1-3 months) another big problem should be solved with a help of Shipper Interface: complicated approval process.
BR: Business Requirements and Design Ideas
This wiki section is managed by: Business Analyst
Required core functionality:
- web based system to accommodate functionality below:
- add, edit, delete, view CTs
- E Query functionality
- #BR: Lock for edit condition
- should be password protected
BR: Lock for edit condition
Lock the record once a pick up trucker or estimated date is assigned
BR: password protected web based access
- M.O. prefers to "expand" Client App
- Login Screen has TWO options:
- 1) To Create a CT
- 2) To log into client app homepage
- We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
- add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
- Set "E0. Client Company" = E.A. USA Domestic
- this will also define E0 field
- Part C. Link to Address Book = <this is a link to Shipper's company and user location>
- must be T2 only!
BR: Add CT
This could be on one tab or multiple tabs The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)
BR: Notifications
- 1st Notification: When an address is manually changed a notification should be sent to the EA DOM e-mail address (eadom@jaguarfreight.com)
BR: Gen Tab fields
System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
- E0. Client Company:
- system sets it automatically to "Part B. Visibility, Create CT for Client Company in Non Jag profile"
- [IE - E.A. USA Domestic]
- (not visible = not on the screen )
- system sets it automatically to "Part B. Visibility, Create CT for Client Company in Non Jag profile"
- E1
- system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
- (not visible)
- If E0 client company is equal to E.A. USA Domestic then E1 client visibility is equal to Elizabeth Arden
- C. Customer Ref #:
- 2. Shipper (T1):
- pre-filled based on "Part C. Link to Address Book in Non Jag profile"
- not editable
- read only
- A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
- 5. Export Pick-up (T4):
- required
- provide list from Address book
- same as on internal but only list USA/Canada addresses
- editable once you clear the combo box otherwise read only
- A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
- 3. Consignee (T2):
- required
- same as on internal but only list USA/Canada addresses
- editable once you clear the combo box otherwise read only
- Internally system should copy to Delivery To (T5) as usual
- A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
- Created by
- read only
- "Time CT Created"
- new CT2 field !
- read only
- Created on date
- read only
- 7. Pick-up Comments:
- 15. Commodity description:
- required
- Cargo Available:
- Cargo Due:
BR: Cont Tab fields
Everything we have on internal but: copy, move functionality
BR: Query Tab fields
Allow Client functionality.
This feature is lower priority.
BR: Edit CT
Ability to open record and edit fields above unless #BR: Lock for edit condition is true.
After record is locked show read-only version.
BR: Delete CT
Allow unless #BR: Lock for edit condition is true
BR: View CTs
If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
SD: Systems Design and Prototype
This wiki section is managed by: Systems Analyst
- Log on to client interface as a shipper
- See ##Figure 1. Shipper logs In
- Create CT button
- See Create CT functionality
- Go to Homepage button
- This navigates to client homepage
- Shipper can see created CT on Created CT tab
- Edit
- View
- Delete
- Create CT functionality
- This navigates to create CT page
- See #Figure 2. Shipper creates CT
- Edit CT functionality
- This shipment can be edited from Client shipment list on Created CT tab
- Lock shipment for "Edit" condition, see #SD: Lock for edit condition
- See #Figure 4. Create CT General Tab
- Delete CT functionality
- View CT functionality
- Communication Center functionality
SD: Lock for edit condition
- IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record is READ ONLY
SD: password protected web based access
- 2 buttons for create CT and Go to homepage will be showing for shipper users who has ability to create CT ONLY
- General client user logs on and straight to the homepage
SD: Add CT
- Create CT page
- default to E0.Client company from Non-Jaguar user> Create CT for E0.Client Company if there is only one client company
- For ex1, if shipper can create CT for ONLY ONE E0.Client Company, then create CT page, it will be default to E0.Client Company
- default to E0.Client company from Non-Jaguar user> Create CT for E0.Client Company if there is only one client company
OR
- default to blank if there is many different E0.Client Companies that shipper can create for
- For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies
- default to blank if there is many different E0.Client Companies that shipper can create for
- Each CT consists of 3 tabs"
- General Tab
- Cont Tab
- Query Tab
SD: Notifications
- Address is a manual entry from Consignee and/or Export Pick-up(T4).
- Notification is sent out to eadom users when shipper user manual entries address and clicks save or save/next tab
- EADOM users will receive a notification with CT# and address added for which field via email
- EADOM users will create a new address on address book and set properly field for address as consignee, ...etc
- EADOM users will go to CT# and update the particular field from combobox with new entry address in the system
General Tab
E0. Client Company:
- Label: N/A
- Widget: N/A
- Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility, Create CT for Client Company in Non Jag profile"
- Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
- NOTE: this is not visible for Shipper User, system automatically updates this field for internal app
E1. Visibility 1:
- Label: E1. Visibility 1
- Widget: Combobox
- Mapping: None (At the moment, do not let shipper user to set this field)
- Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
Customer Ref #:
- Label:Customer Ref #:
- Widget: textbox
- Mapping: n/a
- Default: blank
Shipper (T1):
- Label: Shipper (T1):
- Widget: Read Only Combobox without C button
- Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
- Default: value from Jag User profile part C address book
- Note: Not editable!
Consignee (T2):
- Label: Consignee (T2):
- Widget: Read Only for selected list Combobox with C button
- Mapping: Address book> Consingee (T2) ONLY list USA/Canada address
- Default: blank
- Note: C button - clear button, once it is clear, this box can be editable.
- Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....
Export Pick-up (T4):
- Label:Export Pick-up (T4):
- Widget: Read Only for selected list Combobox with C button
- Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
- Default: blank
- Note: C button - clear button, once it is clear, this box can be editable.
- Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....
Created by
- Label: Created by
- Widget: Read ONLY textbox
- Mapping: Non-Jag user profile
- Default: current shipper user login First and Last names
Time CT Created
- Label: Time CT Created
- Widget: Read ONLY textbox
- Mapping: System Timestamps
- Default: System Timestamps when shipment is first created
Created on date
- Label: Created on date:
- Widget: Read ONLY textbox
- Mapping: CT_bo#Created_On_Date
- Default: System Date stamps when shipment is first created
Pick-up Comments:
- Label: Pick-up Comments:
- Widget: textarea
- Mapping: n/a
- Default: blank
Commodity description:
- Label: Commodity description:
- Widget: textarea
- Mapping: n/a
- Default: blank
Cargo Available:
- Label: Cargo Available:
- Widget: datebox
- Mapping: date calendar
- Default: blank
Cargo Due:
- Label: Cargo Due:
- Widget: datebox
- Mapping: date calendar
- Default: blank
Save button
- Click Save button, info is saved in the system
Save/Next Tab>> button
- Click Save/Next Tab button, info is saved in the system and go to Cont Tab
Delete button
- Click Delete button, message warning pop-up condition below:
- If Export Trucker and/or Estimate Date
- Click Delete button, message warning pop-up condition below:
Cont Tab
'
- Default: Created CT tab
...
- Field M
- map to CT#xyz ....
- validation: ....
- link to prototype: ....
SD: Feature Z
...
...
Figures
Figure 1. Shipper logs In
Figure 2. Shipper creates CT
Figure 3. Create Shipper Account from Non-Jaguar User
Figure 4. Create CT General Tab
History
m2078
BA 2078
- http://mantis.jaguarfreight.com/mantis/view.php?id=2078
- because it is a new component I am doing it under "(main)" wiki
- completed: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_(main)&oldid=10826
- final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=10859
- revised final revision: http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Shipper_Interface_%28main%29&oldid=1086