Shipper Interface
From UG
Contents |
Intro
This is a new module therefore at this moment it is not clear what components are required or affected. As a result all requirements are documented in this "main" article for now.
CBN: Core Business Need
This wiki section is managed by: Module Owner
Core business need is to "outsource" entering of new CTs to Vendors (Shippers). This supposed to meet these goals:
- 1) significantly cut man hours at Jaguar
- 2) streamline / minimize communications
Later (in 1-3 months) another big problem should be solved with a help of Shipper App: complicated approval process.
BR: Business Requirements and Design Ideas
This wiki section is managed by: Business Analyst
Required core functionality:
- password protected web based access to below
- add, edit, delete, view CTs
- E Query functionality
- #BR: Lock for edit condition
BR: Lock for edit condition
Lock the record once a pick up trucker or estimated date is assigned
BR: password protected web based access
We realize that there are possibly 3 options:
a) to "trim down" Internal App
b) to "expand" Client App
c) create separate App
It is up to Dev to decide which way to go because one of the requirements here is "to create this module ASAP". So we can sacrifice "style" for speed if necessary.
We assumed that option "b" is most probable that is why some requirements are formulated based on this assumption.
- We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
- add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
- Set "E0. Client Company" = E.A. USA Domestic
- Part C. Link to Address Book = <this is a link to Shipper's company and user l;ocation>
BR: Add CT
This could be on one tab or multiple tabs
BR: Gen Tab fields
System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):
- E0. Client Company:
- system sets it automatically to E.A. USA Domestic (not visible)
- E1
- system sets it automatically to Elizabeth Arden
- (not visible)
- E2
- Based on log in, copy from "Part B. Visibility, E0. Client Company" in user profile (design idea)
- C. Customer Ref #:
- 2. Shipper (T1):
- pre-filled based on login company (not visible)
- 5. Export Pick-up (T4):
- required
- same as on internal but only USA/Canada
- 3. Consignee (T2):
- required
- same as on internal but only USA/Canada
- system should copy to Delivery to as usual
- Created by
- not editable
- Created on time
- new field see mantis
- Created on date
- make it visible
- 7. Pick-up Comments:
- 15. Commodity description:
- required
- Cargo Available:
- Cargo Due:
BR: Cont Tab fields
Everything we have on internal but: copy, move functionality
BR: Query Tab fields
Allow Client functionality.
This feature is lower priority.
BR: Edit CT
Ability to open record and edit fields above unless #BR: Lock for edit condition is true.
After record is locked show read-only version.
BR: Delete CT
Allow unless #BR: Lock for edit condition is true
BR: View CTs
If implementation is Client App based - use existing CT list. Else any basic CT list is fine.
History
m2078
BA 2078
- http://mantis.jaguarfreight.com/mantis/view.php?id=2078
- because it is a new component I am doing it under "(main)" wiki