File Reference Numbers

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Contents

Info

Parent Mantis

0000100: (Ops Misc)

Spoke of this wiki

Automate the assignment of file reference numbers (Jaguar export ref, import ref, third party ref) and their file reference sequence that are assigned to CT records.

Glossary

Export_Reference_Number

Import_Reference_Number

Third_Party_Reference_Number

AM

SOW 1

  • 0003151: (Ops Misc) Have CT2 generate file ref #'s

Requirements

Gen Tab: Ops functionality

  • System can auto generate file reference number
  • Reference number consist of:
    • Export Reference #
      • consist of 3 parts:
        • List of Account manager that is tied to default Office- List of Account Manager for particular office
          • i.e. Drop down list with the default Account Manager, such as operator A (NY office) works for Account Manager B, this will be default to Account Manager B's number with dropdown option for all the account managers for NY office only. Do not list Account Managers for other offices on this list.
        • Automate counter - This should consist of 2 parts:
          • 1) The first 2 number XX can be auto assigned as of irrespective specific client company - this can be manged in admin
          • 2) Counter - Automated sequence number 5 digit XXXXX
          • Contents/value of this sequence depend on office/account manager
        • Mode
        • System auto provides default options dropdown once the MODE is selected by operator
          • The pair of MODE and direction with the MOT can be set in Admin
    • Import Reference #
      • consist of 3 parts:
        • List of Account manager that is tied to default Office- List of Account Manager for particular office
          • i.e. Drop down list with the default Account Manager, such as operator Y (UK office) works for Account Manager Z, this will be default to Account Manager Z's number with dropdown option for all the account managers for UK office only. Do not list Account Managers for other offices on this list.
        • Automate counter - This should consist of 2 parts:
          • 1) The first 2 number XX can be auto assigned as of irrespective specific client company - this can be manged in admin
          • 2) Counter - Automated sequence number 5 digit XXXXX
          • Contents/value of this sequence depend on office/account manager
        • Mode
        • System auto provides default options dropdown once the MODE is selected by operator
          • The pair of MODE and direction with the MOT can be set in Admin
    • Jaguar 3rd Reference#
      • consist of 3 parts:
        • List of Account manager that is tied to default Office- List of Account Manager for particular office
          • i.e. Drop down list with the default Account Manager, such as operator M (FR office) works for Account Manager N, this will be default to Account Manager N's number with dropdown option for all the account managers for FR office only. Do not list Account Managers for other offices on this list
        • Automate counter - This should consist of 2 parts:
          • 1) The first 2 number XX can be auto assigned as of irrespective specific client company - this can be manged in admin
          • 2) Counter - Automated sequence number 5 digit XXXXX
          • Contents/value of this sequence depend on office/account manager
        • Mode
        • System auto provides default options dropdown once the MODE is selected by operator
          • The pair of MODE and direction with the MOT can be set in Admin
            • ie. AE - Air Export - this can be applied to Air shipment for example
            • ie. SE - Sea/Ocean Export - this can be applied to Ocean shipment for example

Admin: File Reference #

Provide admin table to assign specific reference number to specific offices and to specific Account Manager.

Provide ability for each office to set their own sequence numbers and link these to specific Account Manager within that office.

Each of office consists of account managers, each account manager is a team leader of a group of operators such as NY office has 3 Account managers: Rob, John and Jeanine. Each account manager has their own team such as Rob has operator A, operator B and operator C work in his team. Provide ability to add/remove operator(s) to each Account Manager

  • Sequence and catagory of file reference number can be set via admin
  • Admin>File Reference#
  • Table to manage File Reference# consist of:
    • Each office: specify by sequence of number such as sequence of range of number below:
      • NY - could be 800 - 899
      • UK - could be 700 - 799
      • FR - could be 600 - 699
      • HK - could be 500 - 599
      • SZ - could be 400 - 499
    • Each Account Manager: specify by number - subset of each office sequence number such as Account Managers below
      • Rob - NY - 801
      • John - NY - 802
      • Jeanine - NY - 803
    • Each operator: to be specified for account manager - list of operators per Account Manager
      • Rob - Operator A, operator B, operator C
      • John - Operator D, operator E, operator G
      • Jeanine - Operator H, operator I, operator J
      • Note: An operator can work for many account managers at the same time such as operator M can work for Rob and John at the same time.
    • Ability to add/remove number of opertors that work under an Account Manager and keep historical changes
    • Automate a mode/direction for the last part of file reference requence numbers
      • Mode of direction table:
        • Export: AE (Air Export), SE (Sea Export), TR(Truck Export)
        • Import: AI (Air Import), SI (Sea Import), TR(Truck Import)
        • Jaguar: CT (Cross Trade - Billing office only)
      • Mode of Transportation should be associate with Mode of direction table such as
        • Air - AE or AI depend on what field
        • Ocean (LCL) - SE or SI depend on what field
        • Ocean (FCL) - SE or SI depend on what field
        • Truck (DT - Dom) - TR
        • Truck (OT - Ocean Truck) - TR
        • Truck (AT - Air Truck) - TR
        • NOTE: This should be default to a correct direction per reference # and MOT such as the field Export Ref#, this part should auto read only default to AE if MOT for Air is selected.
    • Volume Unit per Mode Table - to be used as a report
      • Air - KG - show as KG
      • Ocean FCL - TEU or FEU count - show as TEU
      • Ocean LCL - CRM - show as CRM
      • Truck Dom DT - Shipment count - SHPT
    • Ability to report on file reference sequence numbers per Account Manager and/or per office

Ops Functionality

These file reference numbers are entered by ops users on the Gen Tab under CT_bo#References.

  • Add ability for ops user to select file reference sequence numbers on Gen Tab's CT_bo#References fields.
  • Have system automatically generate the file reference number.
  • Have the system auto assign the Mode/Direction according to the selected/set CT_bo#MOT in the CT.
  • System should record the update to reference numbers in the CT updates log.
  • System should allow user to change the MOT after a reference number is assigned.
  • System should automatically change the Mode/Direction that's assigned to their reference number after user changes the MOT. 
File ref IE, given by Marc - Numbering: Should be displayed as follows:
801	(3 digit ID code)
199999 (numerical – actual ‘ref’ number
XX (mode/direction)
Example:   80199999XX

Marc's Mockup IE

Admin Mockup

File:Admin.JPG

Gen Tab Mockup

File:Gen Tab.JPG

History

0003151: (Ops Misc) Have CT2 generate file ref #'s

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