Shipper Interface

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Contents

General Info

Data dictionary

General fields:

  • Shipper
  • Pick Up location
  • Ship To location
  • PO Issued by
  • Created by
  • Created on (date and time)
  • Pick Up Comments
  • Commodity Description
  • Cargo available

Commodity fields:

  • PO
    • meaning:
    • type/format:
    • default:
    • required?
    • short name:
  • SKU
  • Quantity (Qty)
  • Item description
  • Number of pallets
  • Number of packages on pallets
  • Loose packages
  • Gross Weight
  • Item Value
  • Total value
  • Haz/Non-Haz
  • Stackable

Functionality

create shipment

Shipper user should be able to add shipment with the following fields - see below.


edit shipment

delete shipment

view shipments

notifications feature visibility


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.

Related Concepts and Glossary

  • TBD

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 Interface: complicated approval process.


BR: Business Requirements and Design Ideas

see original requirements here: Shipper Interface (BR)

SD: Systems Design and Prototype

This wiki section is managed by: Systems Analyst

SD:Shipper Profile from Non-Jaguar Users Profile

  • Create a shipper account from Non-Jaguar Users Profile
  • Do the same thing as create a client user account but check the shipper field and selects the Client Company that shipper would like to create for
  • Add a new user
  • Fill in Part A. General with:
  • E-mail address - Required
  • Password - Required
  • Confirm password - Required
  • First and Last Name - Required
  • Birthday - Optional
  • Phone - Optional
  • Skype ID - Optional
  • Active - Checked - Optional
  • Set Part B.Visibility
  • E0. Client Company
  • Shipper - checked
  • Create CT for E0. Client Company - select company that shipper would like to create a shipment (CT) for
    • System automatically updates this field (E0.Client Company) on internal app
    • If there is more than one E0. client companies that shipper can create CT for, set it to blank value
  • Set Part C. Link to Address book
  • This address automatically updates Shipper(T1) field on Shipper Interface

SD: Summary

  • Log on to client interface as a shipper
  • See #Figure 1. Shipper logs In
  • Create CT button
    • See Create CT functionality
  • Go to Homepage button
    • This navigates to client homepage
    • Shipper can see created CT on Created CT tab
      • Edit
      • View
      • Delete
    • See #Go to Homepage
  • Create CT functionality
  • Edit CT functionality
  • Delete CT functionality
  • View CT functionality
  • Communication Center functionality

SD: Lock for edit condition

  • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record is READ ONLY

SD: password protected web based access

  • 2 buttons for create CT and Go to homepage will be showing for shipper users who has ability to create CT ONLY
  • General client user logs on straightly to the homepage

SD: Add CT

  • Create CT page
  • default to E0.Client company from Non-Jaguar user> Create CT for E0.Client Company if there is only one client company
    • For ex1, if shipper can create CT for ONLY ONE E0.Client Company, then create CT page, it will be default to E0.Client Company

OR

  • default to blank if there is many different E0.Client Companies that shipper can create for
    • For ex2, if shipper can create CT for many different E0.Client Companies, then create CT page, it will be default to blank with the list of drop down E0.Client Companies that is set on Non-Jaguar Users> Create CT for E0.Client Companies
  • Each CT consists of 3 tabs"
  • General Tab
  • Cont Tab
  • Query Tab

SD: Adding new address by Shipper User

  • Sometimes address for Consignee(T2) and/or Export Pick-up (t4) are not available on the list for shipper user to select, shipper user would like to add a new address for a particular field.
  • Provide a mechanism for shipper user to add new address (Consignee(T2), Export Pick-up fields(T4))
  • It must prevent the redundancy new address entry that is added by shipper users (compare with an existing address in the system and be able to provide the closest address to make sure that shipper user still wants to add it)
  • New address must be review by a selected group of Jaguar User (eadom@jaguarfreight.com)
  • There must be a notification for the selected group of Jaguar User(eadom@jaguarfreight.com) to review and approve the new address request.
  • NOTE for Dev: Please provide your idea and let SA know before implementing it. Please discuss for ideas. (SA has a few idea, but would like to see which idea is the one that we will decide)

General Tab

E0. Client Company:

  • Label: E0. Client Company
  • Widget: Combobox
  • Mapping: Admin> Users and Offices> Non-Jag profile> Part B. Visibility, Create CT for Client Company in Non Jag profile"
  • Default: E0.Client Company in Non Jag profile part B (created for) OR blank if there is more than one E0.client companies
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app

E1. Visibility 1:

  • Label: E1. Visibility 1
  • Widget: Combobox
  • Mapping: None
  • Condition: IF "E0.Client Company = EA.USA-Domestic" THEN "E1. Visibility1 = Elizabeth Arden" ELSE "E1. Visibility1 = blank"
  • NOTE: this is not visible for Shipper User, system automatically updates this field for internal app


Customer Ref #:

  • Label:Customer Ref #:
  • Widget: textbox
  • Mapping: n/a
  • Default: blank

Shipper (T1):

  • Label: Shipper (T1):
  • Widget: Read Only Combobox without C button
  • Mapping: Pre-filled: Admin> Non-Jag users> Part C > address book
  • Default: value from Jag User profile part C address book
  • Note: Not editable! No clear button

Consignee (T2):

  • Label: Consignee (T2):
  • Widget: Read Only for selected list Combobox with C button
  • Mapping: Address book> Consingee (T2) ONLY list USA/Canada address
  • Default: blank
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update consignee field for this CT#.....


Export Pick-up (T4):

  • Label:Export Pick-up (T4):
  • Widget: Read Only for selected list Combobox with C button
  • Mapping: Address book> Export Pick-up (T4) ONLY list USA/Canada address
  • Default: blank
  • Note: C button - clear button, once it is clear, this box can be editable.
  • Condition: IF this field is a manual entry (not selected from an existing list) THEN after user clicks "save" or "Save/Next Tab>>" system MUST send an email notification to eadom@jaguarfreight.com that new address has entered, please create new address on address book and update Export Pick-up field for this CT#.....

Created by

  • Label: Created by
  • Widget: Read ONLY textbox
  • Mapping: Non-Jag user profile
  • Default: current shipper user login First and Last names

Time CT Created

  • Label: Time CT Created
  • Widget: Read ONLY textbox
  • Mapping: System Timestamps
  • Default: System Timestamps when shipment is first created

Created on date

  • Label: Created on date:
  • Widget: Read ONLY textbox
  • Mapping: CT_bo#Created_On_Date
  • Default: System Date stamps when shipment is first created

Pick-up Comments:

  • Label: Pick-up Comments:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank

Commodity description:

  • Label: Commodity description:
  • Widget: textarea
  • Mapping: n/a
  • Default: blank

Cargo Available:

  • Label: Cargo Available:
  • Widget: datebox
  • Mapping: date calendar
  • Default: blank

Cargo Due:

  • Label: Cargo Due:
  • Widget: datebox
  • Mapping: date calendar
  • Default: blank

Save button

  • Click Save button, info is saved in the system

Save/Next Tab>> button

  • Click Save/Next Tab button, info is saved in the system and go to Cont Tab

Delete button

  • Click Delete button, message warning pop-up condition below:
    • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
    • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
    • ELSE Warning message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
      • If Yes, shipment record can be deleted
      • If No or Cancel, shipment record stays as it is

Cont Tab

Table A. Consists of:

  • Add lines to the table functionality
  • Same as Internal app> ContTab
  • Page Size functionality
  • Same as Internal app> ContTab
  • Commodity table
  • Same as Internal app> ContTab
  • Delete selected button
  • Function the same as Internal app> ContTab
  • Download to spreadsheet button
  • Function the same as Internal app> ContTab

Query Tab

  • Same functionalities as Comm Center tab

Go to Homepage

  • Under Shipment List menu
  • Default: Created CT tab
  • This tab consists of:
    • List of created shipments by shippers
    • Edit button
    • Delete button
    • Show Selected button
    • Client Company filter

Created CT Tab

  • Table:
  • MOT
  • CT#
  • Created On Date
  • Client company
  • Shipper
  • Consignee
  • Buttons:
  • Edit
  • Delete
    • IF Ct#Export_Pick_Up_Trucker OR Ct#Estimated_Export_Pick_Up_Date is NOT EMPTY THEN shipment record CANNOT BE DELETED!
    • Warning pop-up message: This shipment cannot be deleted, pick-up trucker and/or Estimate pick-up date have been assigned. [OK]
    • ELSE Warning pop-up message: Are you sure that you would like to delete this shipment record? [Yes][No][Cancel]
      • If Yes, shipment record can be deleted
      • If No or Cancel, shipment record stays as it is
  • Show Selected
    • Select a shipment record
    • Click Show Selected OR double clicks on a shipment record
    • View shipment detail page consists of:
      • Shipment Details Tab

????? (Need to list what info should be showing?)

      • Contents Tab

?????(Need to list what info should be showing?)

      • Communication Center Tab

?????(To: who? specific EADOM? and this is the same as Query tab when creating a CT, should we name it the same?, what the behaviors of this tab?)

  • Filter:
  • Client Company
    • Label: Client Company
    • Widget: Listbox with only client companies that shipper was created
    • Buttons:
      • Apply Filter: List shipment record(s) that belongs to a specific client company filter selected
      • Clear: reset information
  • Condition:

?????(how long this shipment stay in shipment lists on Created CT tab?, JG operator will be the one to set the visibility for client company, correct? once it is removed, does it need some kind of notification to the shipper?)

Figures

Figure 1. Shipper logs In

File:ShipperInterfaceLogin.JPG

Figure 2. Shipper creates CT

File:ShipperInterfaceCreateCT.JPG

Figure 3. Create Shipper Account from Non-Jaguar User

File:Non-JGShipper.JPG

Figure 4. Create CT General Tab

File:GeneralCreateCT1.JPG

Figure 5. Created CT Tab from Shipment List

File:CreatedCTList.JPG

History

m2078

BA 2078

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