Past Due Report

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 incomplete arrival/departure date report. This report will help user to know what shipments are not completed arrived/departed, so that user can update it.

Intro

• Generic meaning: System tells a client that the shipment SHOULD have arrived/departed yesterday or earlier, but there is no "Actual arrival/Departure Date" in the system(empty). Update is needed.
• This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied scheduled filters
  • Departure Past Due
    • Date Criteria: Estimated Departure Date is "yesterday or older" and Actual Departure Date is empty
    • Mode:
      • Ocean
      • Air
      • Truck
  • Arrival Past Due
    • Date Criteria: Estimated Arrival Date is "yesterday or older" and Actual Arrival Date is empty
    • Mode:
      • Ocean
      • Air
      • Truck

• These can be scheduled, daily, every other day, weekly etc.
• Report is a "re-occurring" report (shipments that are past due will occur on the report everyday until Actual arrival/Departure 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) (Arrivals/Departure) into (destination country) by (mode) have gone past their estimated (arrival/departure) date without having an actual (arrival/departure) date

Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:
• Transport Modes:
• Client Mode (GenTab 13)
• Export pick up trucker (GenTab 8)
• Delivery Trucker:(v3)(ImpTab 4)
• Customer broker(ImpTab 9)

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 ->defaulted on the combo box/ Depart for Truck
  • Actual Picked Up Date
  • Estimated Departure Date ->defaulted on the combo box/ Depart for Ocean and Air
  • Actual Departure Date
  • Estimate Arrival Date ->defaulted on the combo box/ Arrival for Ocean and Air
  • Actual Arrival Date
  • Estimated Delivery Date ->defaulted on the combo box/ Arrival for Truck
  • 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)