Daily Report - Elizabeth Arden

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Contents

Parent Mantis

1722

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.
  • This is a specific request report for Elizabeth Arden only. (It is assumed that user would select Arden related Clients in Client filter. But actually they could select any client)

Technical Specification

Summary

  • This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
  • Report shows date time stamp and how many records are found (number)
  • This report is almost similar to Daily Report, but the heading on the spreadsheet is different also with the extra fields

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 = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
  • If none of the filters are selected, generate ALL results.

Filters and Filters Matching Logic

  • Reports Filters#Client
    • This is a mandatory filter
    • Allow user to select max to 10 client companies
    • If user does not set this filter; leave it blank then clicks "Ok", warning error message pop-up displays "Please set Client Companies filter"
    • If user selects some client companies filter more than 10 client companies then clicks "Ok", warning error message pop-up displays "List of Client companies can be selected less than or equal 10 client companies."

Output

  • Create output tab with list of output headings
  • These output headings are almost the same as Daily Report but label names and orders are different
  • 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
  • Vendor
    • Mapped to CT#Shipper
    • Default on the combo box selected heading output list
  • Division
    • No mapping (Heading Only)
    • Default value: N/A for data
    • Default on the combo box selected heading output list
  • P/O num
    • Mapped to Commodity#PO
    • Default on the combo box selected heading output list
  • Item code
    • 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
  • Pallets
    • Mapped to Commodity#Plts
    • Default on the combo box selected heading output list
  • Carrier
    • No mapping (Heading Only)
    • Default value: Jaguar
    • Default on the combo box selected heading output list
  • Carrier Remarks
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • Destination
    • Mapped to CT#Consignee
    • Default on the combo box selected heading output list
  • Revise Date
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • Remarks Planning
    • No mapping (Heading Only)
    • Default value to blank
    • Default on the combo box selected heading output list
  • 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 should be Extra 1, Extra 2,...etc
    • Heading Must be dynamic name on the spreadsheet
      • For example: if there is a custom field "Extra 1 = Lot#", it MUST show "Lot#" instead of "Extra line 1" on the spreadsheet
  • Authorization
    • No mapping (Heading Only)
    • Default value to blank
    • this field is allowed user to manage it manually [Y/N]

Sort By Definitions

  • Sort by CT# from earlier CT# to newer CT#
  • Tab by alphabet order

Summary

  • Output is a spreadsheet
  • Spreadsheet tabs: There is ONLY one tab PER client company
  • 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

For client company which has an extra field (custom field), it should grab custom field for heading dynamically.

Example: Elizabeth Arden has a custom field (Extra 1) which is "Lot#". Lot# will be showing on the heading of the spreadsheet for Elizabeth Arden company.

Figures

Figure 1. Schedule dropdown menu

File:DailyEA.JPG

Figure 2. General Tab

File:GeneralTabDailyEA.JPG


Figure 3. Spreadsheet

File:Daily-EATabing.JPG

History

m2037

BA

In Output:

Part 2

SA

Spec has been updated.

m2085

BA m2085

SA m2085

  • Report MUST ALSO include shipment records that the CT_bo#E0_Client is updated since previous report Updated spec
  • 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: []

RFC

Retrieved from "https://wiki.jaguarfreight.com/Daily_Report_-_Elizabeth_Arden"
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