Main Report
From UG
Contents |
Mantis
BR: Business Requirements
- Need to add "Undefined" Mode to the list of Transport Mode filters for reports
- Need to add Report filter/output for Booking #
Specs
To my knowledge requirements are fully covered in these docs:
- http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/specs.html
- http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/REPORT-WIZARD.html
- http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/QandA.html
- http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/w5.Conditions_CLARIFICATIONS.html
todo: Tira, when you have free time pls migrate requirements above into this wiki doc
SD: Systems Design
Summary
Main Report (also called Main Wizard) is one of core reports of CT2. It provides the ability to search and display shipments, which comply to user-defined conditions.
- Main Report is similar to Where Is Report, but provides more options for searching of shipments and displaying them.
- Main Report (exactly the same as Where Is Report) NOT uses any Hard Coded Conditions.
- All needed User Defined Conditions (these are also called filters) are divided into groups in accordance with the area of them influence.
- Each group of filters is presented on the template of the Report in the form of Tab with the same name. For details see Filters section.
Interface
Main Report is available from the Main Menu of CT2 on the next path: "Reports -> Operational -> Main". See Figure 0.
- In order to generate report user have to:
- configure Filters on the template (see Figure 1) and
- click appropriate button for needed action
Main Report can be managed also through Saved/Scheduled Reports section.
- To do this, need to select this report from the class report dropdown and set the satisfied filters.
Filters
All filters are divided into the next groups:
General Filters
- Client Companies:.
- P.O. contains:.
- Mapped to PO from Commodity Table on ContTab of CT.
- SKU contains:.
- Mapped to SKU from Commodity Table on ContTab of CT.
- Export Ref # contains:.
- Mapped to Export Ref (a.k.a. GenTab.A) from GenTab of CT.
- Import Ref # contains:.
- Mapped to Import Ref (a.k.a. GenTab.B) from GenTab of CT.
- Customer Ref # contains:.
- Mapped to Customer Ref (a.k.a. GenTab.C) from GenTab of CT.
- Jaguar 3rd Ref # contains:.
- Mapped to Jaguar 3rd Ref (a.k.a. GenTab.D) from GenTab of CT.
- Extra Field 1 contains:.
- Mapped to TBD...
- Extra Field 2 contains:.
- Mapped to TBD...
- Extra Field 3 contains:.
- Mapped to TBD...
- Shippers:.
- Consignees:.
- Origin Countries:.
- Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT.
- Destination Countries:.
- Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT.
- Origin Regions:.
- Mapped to Origin Country (a.k.a. GenTab.11) from GenTab of CT.
- Destination Regions:.
- Mapped to Destination Country (a.k.a. GenTab.12) from GenTab of CT.
- Transport Modes:.
- Mapped to Mode Of Transport (MOT) (a.k.a. GenTab.F) from GenTab of CT.
- Shipping Terms:.
- Mapped to Shipping Terms (a.k.a. GenTab.14) from GenTab of CT.
- Pickup Locations:.
- Mapped to Export Pick Up (a.k.a. GenTab.5) from GenTab of CT.
- Delivery Locations:.
- Mapped to TBD...
- Cargo Locations:.
- Mapped to TBD...
- No Archived.
- Checkbox that defines the presence of the "archived" CTs in the result of the Report.
Transportatation Filters
- Airlines:.
- Mapped to TBD...
- Container #s:.
- Mapped to TBD...
- Origin Airports:.
- Mapped to TBD...
- Destination Airports:.
- Mapped to TBD...
- Steamshiplines:.
- Mapped to TBD...
- Origin Ports/Terminals:.
- Mapped to TBD...
- Destination Ports/Terminals:.
- Mapped to TBD...
- Vessel Name contains:.
- Mapped to TBD...
- Pickup Truckers:.
- Mapped to TBD...
- Delivery Truckers:.
- Mapped to TBD...
- Co-Loaders Ocean:.
- Mapped to TBD...
- Co-Loaders Air:.
- Mapped to TBD...
Date Filters
Every Date Filter is a pair of "from" and "to" databoxes (to select range).
In the Main Report is used following Date Filters (in that order of locating on the template):
- Estimated Pickup Date:. Mapped to:
- Estimated Export Pick Up Date (a.k.a. GenTab.9) from GenTab of CT for all modes except Ocean-FCL and Trucking-Ocean.
- Estimated Export Pick Up Date (a.k.a. Estimated collection) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
- Actual Pickup Date:. Mapped to:
- Actual Export Pick Up Date (a.k.a. GenTab.10) from GenTab of CT for all modes except Ocean-FCL and Trucking-Ocean.
- Actual Export Pick Up Date (a.k.a. Actual collection) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
- Estimated Departure Date:. Mapped to: TBD...
- Actual Departure Date:. Mapped to: TBD...
- Estimated Arrival Date:. Mapped to: TBD...
- Actual Arrival Date:. Mapped to: TBD...
- Estimated Delivery Date:. Mapped to:
- Estimated Delivery Date from ImpTab of CT for MOT = {Air, Ocean-LCL}.
- Estimated Delivery Date (a.k.a. Requested Delivery) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
- Estimated Delivery (a.k.a. GenTab.x) from GenTab of CT for MOT = {Trucking-Air, Trucking-Domestic}.
- Actual Delivery Date:. Mapped to:
- Actual Delivery Date from ImpTab of CT for MOT = {Air, Ocean-LCL}.
- Actual Delivery Date (a.k.a. Actual Delivery) from Containers Table on ContTab of CT for MOT = {Ocean-FCL, Trucking-Ocean}.
- Actual Delivery (a.k.a. GenTab.y) from GenTab of CT for MOT = {Trucking-Air, Trucking-Domestic}.
Condition Filters
- Billed/Not Billed.
- Created Since:.
NOTES:
- All General Filters (except "No Archived" checkbox) and Transportation Filters are multiselect.
- Every filter connected by AND and selections inside filter are connected by OR.
- Empty Filters don't affect on the result of the Report.
Output Settings
There is one more Tab on the template - Output.
- This tab is designed to manage the list of the fields of the Report.
- It is located the latest immediately after the filter's tabs.
Action Controls
- Reset Form button:
- to clear form
- Generate Result button:
- to generate report
Output
Figures
History
previous version of spec - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Main_Report&oldid=10240
Tweaks
tw1) Update the output list to be the same as Client Main Report Output list
tw2) Default selected output list in the combo box as list below:
- Shipper
- Consignee
- Mode
- Departure
- Destination
-
Chargeable Weight--> Removed from the default -- Tira 11:30 AM 16 Jan 2010 - Actual Departure Date
- Actual Arrival Date
- Actual Delivery Date
The rest of the list should be in default dropdown
tw3) Update label names:
- from "Departure Estimated Date" to "Estimated Departure Date"
- from "Departure Actual Date" to "Actual Departure Date"
- from "Arrival Estimated Date" to "Estimated Arrival Date"
- from "Arrival Actual Date" to "Actual Arrival Date"
tw4) Update filter names as listed below:
- From Countries -> Origin Countries
- To Countries -> Destination Countries
- From Regions -> Origin Regions
- To Regions -> Destination Regions
Tweaks version 1.1.a
Note: Tira 9:50 28 Oct 2009
tw1) Add summary shipment record() count on the report to indicate that how many shipments...
tw2) Create a HTML result page before excel report
tw3) Create download to excel button -> generate xls report
Note About Containers
Note about Archived CTs
They are not included into this Report
Tweaks version 1.1.b
tw1) Main Report - List of Transport Mode (filter) MUST include "UNDEFINED" as well. -- Tira 11:00 AM Feb 2, 2010
Ver 1.2
- spec updated? No
- 0001853: (Main Wizard) Add more OUTPUT options: Extra1, Extra2, Extra3 (as in 0001880)
- see 1880 for details
Ver 1.3
- spec updated? No
- 0001883: (Main Wizard) Add more FILTERS: PO contains, SKU contains; Extra1 contains, Extra2 contains, Extra3 contains (as in 1854)
- see 1854 for details
1924
- 0001924: (Main Wizard) Add Container Number Field to Output
- Add to the list below "Container Description"
m1752
BA
Mantis: 1752
- Need to add "Undefined" Mode to the list of Transport Mode filters for reports: scheduled reports, regular main reports and Main reports on the Client interface
- Also need to list this on the spreadsheet even if the Transportation Mode filter is not selected (as it must show results for all modes of transport including "UNDEFINED")
- current revision
SA
- Add Undefined Mode to Transport Mode filter on General filters tab
m1764
BA
Mantis: 1764
- Need to add Report filter for Booking # which is found on the export tab under field # 6; also Main reports on the Client interface
- Also need to list this output on the spreadsheet
- current revision
SA
- Add Booking # filter on Main report, Schedule Main report, client Main report m2040
Booking #
- Label: Booking # contains:
- Widget: textbox , can be multiple selected
- Location: After Jaguar 3rd Ref # contains:
- Add Booking # on Output tab
- Default: on the left side dropdown list
NOTE: this field is applied to Ocean shipments ONLY