Delivery Trailer Report

From UG

Contents 1 General Info 2 Detailed Design 2.1 MOT 2.2 Hard coded conditions 2.3 Filters 2.3.1 General Filters 2.3.2 Virtual Group Filters 2.4 Output 2.4.1 Types of output 2.4.2 Columns 2.4.3 = Summary 2.4.3.1 Fields list 2.4.4 Tabs 2.4.5 Sort Order (SA) 2.5 Schedule vs Generate (SA) 2.6 Typical use cases and workflow 2.6.1 Example A 2.6.2 Example B 2.6.3 Example C 3 Figures 3.1 Figure 1. Delivery Trailer Report 4 History 4.1 m2092

General Info

• Parent Mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=2091
• Original BR: Delivery_Trailer_Report_(BR)

Detailed Design

This wiki section is managed by: Systems Analyst

MOT

For All Truck Modes

Hard coded conditions

None

Filters

Two tabs - see below

General Filters

Cargo Available Date:

• See Reports_Filters#Cargo_Available_Date

Cargo Due Date:

• See Reports_Filters#Cargo_Due_Date

No Archived

• If this box is checked, THEN show all shipment(s) excludes archived shipments

Virtual Group Filters

See Reports_Filters#Virtual_Group_Filters

Output

Types of output

Spreadsheet only.

Columns

1) Fields to include - see #Fields list

2)

• Create output tab with list of output headings
• Required default headings on the combo box, the rest of headings are in drop down filter output list
• List of headings #Columns Definitions
• See #Figure 3. Spreadsheet for output result (xls)

= Summary

• Spreadsheet tabs: There is ONLY one tab
• Spreadsheet consists of Header, Body, and footer
• Header:
  • Report name
  • Date Time Stamp
  • Criteria (list of filter(s) selected)
  • Jaguar Logo
• Body: (general info)
  • Consists of columns and rows
    • Column: headings
    • Row: shipment records
• Footer
  • There is no footer

3) First 2 columns always show Delivery Trailer#XXXX and CT#YYYY.

4) Other columns not selected by default. See below list

5) If/when multiple truckers are included in the results then the “trucker” field should a heading for each trailer per CT (simply add a “trucker” column). As well with regards to displaying dates etc on the report.

Fields list

• CT#CT_Num
  • use Reports_Output#CT_Num_without_hyperlink
• CT#Created On
• CT#Cargo available
• CT#Actual Pick Up Date
• CT#Actual Delivery Date
• CT#Cargo_due

• Address#Company related to Ct#Shipper

• Address#Company related to CT#Pick Up
• Address#Phone related to CT#Pick Up
• Address#City related to CT#Pick Up
• Address#State related to CT#Pick Up
• Address#Zip related to CT#Pick Up

• Commodity#PO related to CT#CT Num
• Commodity#SKU related to CT#CT Num
• Commodity#Qty related to CT#CT Num
• Commodity#Plts related to CT#CT Num
• Commodity#Loose Pkgs related to CT#CT Num
• Commodity#Gross_Lb related to CT#CT Num
• Commodity#Grand_Total:_cbm related to CT#CT Num

• Address#Company related to Ct#Consignee

• Address#Company related to CT#Delivery To
• Address#Phone related to CT#Delivery To
• Address#City related to CT#Delivery To
• Address#State related to CT#Delivery To
• Address#Zip related to CT#Delivery To

• CT#Pick Up Trucker
• CT#Delivery Trucker

6) Use Reports_Output#LIPCO_one_line - Short term (Long term - option to choose to display Reports_Output#LIPCO_multi_line or Reports_Output#LIPCO_one_line)

7) Label for each field - see below:

CT#

Created On
Cargo available
Actual Pick Up Date
Actual Delivery Date
Cargo Due

Shipper

Pick Up Company 
Pick Up Phone
Pick Up City
Pick Up State
Pick Up Zip

PO
SKU
Qty
Plts  
Loose Pkgs  
Gross Lb
CBM  

Consignee

Deliver To Company (! changed)
Delivery Phone
Delivery City
Delivery State 
Delivery Zip

Pick Up Trucker
Delivery Trucker

8) See Figure 1. Delivery Trailer Report - this is for an example layout only.

Tabs

One tab

Sort Order (SA)

Sort by CT#Actual Delivery Date; earliest on the top.

Schedule vs Generate (SA)

Need both...

Typical use cases and workflow

must have several various cases along with screenshots of input, outputs

use cases must be defined step by step

this section is to be completed together by SA and BA

Example A

Example B

Example C

Figures

Figure 1. Delivery Trailer Report

History

m2092

• 2092
• See Delivery_Trailer_Report#Detailed_Design
• final version: 11051
• Add Figure 1. 11059