Main Report

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Contents

Mantis

1591

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:

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. See Figure 2.

Filters

Result of the Report that will be showed to user depends of the values of the Filters.

All Filters are divided into the next groups:

General Filters
Transportation Filters
  • Airlines:.
    • Mapped to Airline (a.k.a. ExpTab.4) from ExpTab of CT.
      • Airlines dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V1="Yes".
    • This filter is applicable only for MOT = Air and doesn't affect on the all of rest shipments.
  • Container #s:.
    • Mapped to Container Num from Containers Table on ContTab of CT.
    • This filter is applicable only for MOT = {Ocean FCL, Ocean LCL, Trucking-Ocean} and doesn't affect on the all of rest CTs.
  • Origin Airports:.
    • Mapped to Airport Of Departure (a.k.a. ExpTab.11a) from ExpTab of CT.
    • This filter is applicable only for MOT = Air and doesn't affect on the all of rest CTs.
  • Destination Airports:.
    • Mapped to Airport Of Destination (a.k.a. ExpTab.14a) from ExpTab of CT.
    • This filter is applicable only for MOT = Air and doesn't affect on the all of rest CTs.
  • Steamshiplines:.
    • Mapped to Steamshipline (a.k.a. ExpTab.4) from ExpTab of CT.
      • Steamshiplines dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V2="Yes".
    • This filter is applicable only for MOT = Ocean and doesn't affect on the all of rest CTs.
  • Origin Ports/Terminals:.
    • Mapped to Origin Terminal (a.k.a. ExpTab.11a) from ExpTab of CT.
    • This filter is applicable only for MOT = Ocean and doesn't affect on the all of rest CTs.
  • Destination Ports/Terminals:.
    • Mapped to Destination Terminal (a.k.a. ExpTab.15a) from ExpTab of CT.
    • This filter is applicable only for MOT = Ocean and doesn't affect on the all of rest CTs.
  • Vessel Name contains:.
    • Mapped to Vessel Name (a.k.a. ExpTab.9a) from ExpTab of CT.
    • This filter is applicable only for MOT = Ocean and doesn't affect on the all of rest CTs.
  • Pickup Truckers:.
    • Mapped to Pick Up Trucker (a.k.a. GenTab.8) from GenTab of CT.
      • Pickup Truckers dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V3="Yes".
  • Delivery Truckers:.
    • Mapped to Delivery Trucker (a.k.a. ImpTab.9) from ImpTab of CT.
      • Delivery Truckers dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V3="Yes".
    • This filter is not applicable for all kinds of Trucking MOT.
  • Co-Loaders Ocean:.
    • Mapped to Co-Loaders (a.k.a. ExpTab.5) from ExpTab of CT.
      • Co-Loaders Ocean dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V5="Yes".
    • This filter is applicable only for MOT = {Ocean FCL, Ocean LCL, Trucking-Ocean} and doesn't affect on the all of rest CTs.
  • Co-Loaders Air:.
    • Mapped to Co-Loaders (a.k.a. ExpTab.5) from ExpTab of CT.
      • Co-Loaders Air dropdown list should be mapped to Admin > Address Book > Vendors and provide for the selection a list of vendors with V6="Yes".
    • This filter is applicable only for MOT = Air and doesn't affect on the all of rest CTs.
Date Filters

Every Date Filter is a pair of "from" and "to" databoxes (to select range).

  • NOTE: System uses the next logic for validating of every filter : from date MUST not be after to date (chronologically).

In the Main Report is used following Date Filters (in that order of locating on the template):

Condition Filters
  • Billed/Not Billed. Radio group pre-filled to "Billed" value.
    • When "Billed" is selected then report should include only CTs for which Jaguar Sales Invoice was generated (at least one).
    • When "Not Billed" is selected then report should include only CTs for which Jaguar Sales Invoice wasn't generated (no Invoices).
  • Created Since:. Datebox pre-filled to blank.
    • Mapped to Created On Date.
    • When datebox is filled with some value of date then report should include only those CTs which were created after that date.

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

The output results of Main Report is displayed in the new window (see Figure 3) and can be obtained in two formats:

HTML output form

Header
  • big bold label "Main"
  • two action buttons:
    • "Go Back" - allows go back to the template of the Report.
    • "Download to Excel" - allows to save the report in spreadsheet's form to user's computer.
  • list of selected Filters
Body

This is a table that contains a list of CTs, which are separated by tabs in accordance with the appropriate MOT.

There are five tabs on the resulting table:

  • OCEAN-FCL - same as above but for Ocean-FCL (AW/MLB) shipments
  • OCEAN-LCL - for Ocean-LCL and Client Consol shipments
  • AIR - for AIR shipments
  • TRUCKING - for all kind of Trucking shipments

On the label of each tab also displays a count of found shipments.

Columns
  • CT # - CT Number with hyperlink to View CT form in Internal App
  • Shipper - Mapped to Shipper (a.k.a. GenTab.2) from GenTab of CT. Displays Shipper's Name with Shipper's city. Example: MHI - TETERBORO.
  • Consignee - Mapped to Consignee (a.k.a. GenTab.3) from GenTab of CT. Displays Consignee's Name with Consignee's city. Looks the same as above.
  • Transport Mode - Mapped to Mode Of Transport (MOT) (a.k.a. GenTab.F) from GenTab of CT.
  • Departure - Location that shipment is moved from (port). Displays a pair of City and Country. Example: Hamburg, Germany.
    • Mapped to:
  • Destination - Location that shipment is moved to (port). Displays a pair of City and Country the same as for Departure.
  • Act Depart - Actual Date of Departure as define in Filters section for Actual Departure Date filter.
  • Act Arriv - Actual Date of Arrival as define in Filters section for Actual Arrival Date filter.
  • Act Deliv - Actual Date of Delivery as define in Filters section for Actual Delivery Date filter.
Paging and Sorting
  • Output HTML table uses standart ZK Paging feature. Each page contains 20 lines.
  • Sorting of table proceeds by first column - CT Number, in ascending order.

Spreadsheet output form

Header
Body
Columns
Paging and Sorting

Figures

Figure 0: Main Menu item

File:MainReportMenuItem.gif

Figure 1: Main Report Filters

File:MainReportFiltersTabs.gif

Figure 2: Saved/Scheduled Reports window

File:MainReportSheduled.gif

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

Retrieved from "https://wiki.jaguarfreight.com/Main_Report"
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