Daily Report

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Contents

Parent Mantis

1597

Business Needs and Requirements

This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

Technical Specification

Summary

  • This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
  • Report MUST include ALL new shipments records that are created since previous report, including undefined MOT
  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • Report shows date time stamp and how many records are found (number)
  • Report is sent to recipients on schedules via email.

User Interface

See #Figure 1. Schedule dropdown menu

Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

Hard Coded Conditions

  • This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.
  • Report should identify records where the CT_bo#E0_Client was updated since previous report.

User Defined Conditions

  • See Figure 2 for general filters tab below
  • All filters are "multi select"
  • Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
  • Filters consist of several groups
  • Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
    • For example: ((Client Companies = "a") OR(Client Companies = "b")) AND ((Shippers = "c")OR(Shippers = "d"))
  • If none of the filters are selected, generate ALL results.


Filters and Filters Matching Logic

Output

  • 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)

Columns Definitions

  • CT# with link (JG and Non-JG users)
    • Mapped to CT#CT Num
    • If user is client, CT# hyperlinks are link to view shipment page under client interface> shipment detail.
    • If user is internal user(JG users), CT# hyperlinks are linked to view shipment page in Internal interface.
    • Default on the combo box selected list
  • Transportation Modes
  • Shippers
    • Mapped to CT#Shipper
    • Default on the combo box selected heading output list
  • Consignees
    • Mapped to CT#Consignee
    • Default on the combo box selected heading output list
  • Origin Countries
  • Destination Countries
  • P.O.
    • Mapped to Commodity#PO
    • Default on the combo box selected heading output list
  • SKU
    • Mapped to Commodity#SKU
    • Default on the combo box selected heading output list
  • Quantity
    • Mapped to Commodity#Qty
    • Default on the combo box selected heading output list
  • Commodity Item Invoice
    • Mapped to TBD
  • Commodity Item Pieces Per Package
    • Mapped to TBD
  • Commodity Item Package Type
    • Mapped to TBD
  • Custom fields
    • if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well
    • Heading on output tab and spreadsheet should be Extra 1, Extra 2,...etc
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]
    • Default on the combo box selected heading output list
  • Container Description
  • Master Bill
    • Mapped to: if MOT=AIR: CT#MAWB, if MOT=Ocean: CT#MBL, otherwise leave blank.

Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#


Summary

  • Output is a spreadsheet
  • 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

Special Cases

TBD

Figures

Figure 1. Schedule dropdown menu

File:DailyScheduled.JPG

Figure 2. General Tab

File:GenFilterDaily.JPG

Figure 3. Spreadsheet

File:DailySpreadSheet.JPG

History

Ver 1.1

  • spec updated? No
  • 0001882: (Daily) Add more OUTPUT options: MAWB, container num, Qty, Extra1, Extra2, Extra3 (as in 0001880)
  • see mantis #1880 for details


m2037

BA

In Output:

Part 2

SA

  • spec has been updated

m2084

BA m2084

SA m2084

  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report
  • Spec is updated: Y
  • Note: For example, If CT# was created for E0.Client Company A, this MUST be showing on the result for Company A, THEN later on this CT# was updated E0. Client Company from A to B, this MUST be showing on the result for Company B
  • Final version: 10729

BA m2211

Make CT # as a hyperlink (but if more multiple lines items for CT, do not repeat hyperlink, make only 1st mention of CT a hyperlink) MOT = Air, Ocean (FCL, LCL) & Truck Ocean/Air, but do no include domestic truck records if possible (?) MOT = Air - show the chargeable weight, if entered CT record export tab 17b: Chargeable weight, is greater than gross weight CT record content table Ttl GW. If not greater, show gross weight MOT = Ocean FCL , AW and MLB - show the actual container count per CT record

  • IE CT record has container # AAAA 123456-7 & container # BBBB 456789-0, show container count: 2

MOT = Ocean LCL - show the total CBM Shipper Consignee

RFC

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