Reports Output

From UG

Contents 1 Info 2 Business Need (MO) 3 BR: Business Requirements 3.1 BR: Lines Per CT Option 3.2 Option for CT hyper link (BR) 3.3 BR: Make ALL CT fields available for output and filtering 3.4 BR: Add more flexibility 4 SD: Systems Design 4.1 Standard User Interface 4.1.1 Select From 4.1.2 Selected List 4.2 Show Estimated Date if Actual Date is empty 4.3 Lines Per CT Option (LIPCO) 4.3.1 LIPCO multi line 4.3.2 LIPCO one line 4.4 Option for CT hyper link 4.4.1 CT Num with hyperlink 4.4.2 CT Num without hyperlink 4.5 SD: Rules for labels 4.6 SD: Output Fields 4.7 SD: Make ALL CT fields available for output and filtering 4.8 SD: Add more flexibility 5 Figures 5.1 Figure 0. Main Form General Fields tab 5.2 Figure 1. Main Form Output tab 5.3 Figure 2. Main Form Commodity Fields tab 5.4 Figure 3. Main Form Export Fields tab 5.5 Figure 4. Main Form Import Fields tab 5.6 Figure 5. Main Form Date Fields tab 5.7 Figure 6. Main Form Non-CT Fields tab 5.8 Figure 7. Output tab 6 History 6.1 m1846 6.1.1 BA 6.2 m1998 6.2.1 BA 1998 6.2.2 SA 1998

Info

• parent: http://mantis.jaguarfreight.com/mantis/view.php?id=2036

Business Need (MO)

BR: Business Requirements

BR: Lines Per CT Option

Need 2 options: show all commodity lines for one CT or only commodity summary (one line)

Option for CT hyper link (BR)

Biz Need:

• Option to display or not display CT # on output excel without hyperlink.

Suggested Design:

• Add checkbox on Output Tab provide this option.

BR: Make ALL CT fields available for output and filtering

• make ALL CT fields available for output and filtering:
  • all CT fields
    • including the invoice tab
  • all Commodity fields
  • all Container fields

• should be done only for CT based reports
  • scheduled reports
  • main

• How to group so many filters? Additional tabs? Groups on one tab?
  • suggest solution

• How to group or order them on Output Tab (Select From panel):
  • now they are not grouped / ordered and when we have a very long list this is an issue
  • now we need to select one at a time - this is too slow
  • please suggest alternative designs so we can choose

• Internal vs Client:
  • All fields should only be available for internal

• see also #SD: Rules for labels

BR: Add more flexibility

• 1) add #Option for CT hyper link (BR) as an option for every report
• 2) add #Lines Per CT Option (LIPCO) as an option for every report

SD: Systems Design

Standard User Interface

Select From

See #Figure 7. Output tab

Selected List

See #Figure 7. Output tab

Show Estimated Date if Actual Date is empty

In some reports we have only one column for given date instead of one for actual and one for estimated. In this case for some reports this logic is applied.

Example: if "Actual Delivery Date" is empty then display "Estimated Delivery Date" (under "Delivery Date" header)

Lines Per CT Option (LIPCO)

LIPCO multi line

In this case system must show all commodity lines for one CT. See example below.

Non Commodity table field values would have to be repeated (including CT#)

LIPCO one line

In this case on output system must show only one line for one CT. Commodity information must be summarized. For example see CT# 199001 below.

If CT has more than one line in Commodity Table then:

• for Commodity Table numerical columns (Plts, Weight, etc) show total number
• for Commodity Table character column (SKU, PO, etc) show any one value and add "++" at the end indicating that there are more

Option for CT hyper link

CT Num with hyperlink

• mapping: CT#CT Num
• this number is a hyperlink to Client App OR Internal App (View or Edit)

CT Num without hyperlink

• mapping: CT#CT Num

SD: Rules for labels

• • on Output tab - show Standard Long Label
  • on HTML View and Spreadsheet - show Standard Short Label

SD: Output Fields

Most fields are defined in respective business object wikis:

• CT
• Commodity
• etc

SD: Make ALL CT fields available for output and filtering

• Suggested to group all CT fields for filtering on the tabs of "All CT fields report" template. See Figure 0.
• Non-CT fields that included to report grouped on "Non-CT Fields" tab.
• List of suggested tabs for grouped fields: "General Fields", "Commodity Fields", "Export/Import Fields", "Date Fields", "Non-CT Fields".
• List of fields for each tab:
  • General Fields - TBD, presumably all fields of [CT#GenTab].
  • Commodity Fields - TBD, presumably all fields on [CT#ContTab] of CT.
  • Export Fields - TBD, presumably all fields of [CT#ExpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
  • Import Fields - TBD, presumably all fields of [CT#ImpTab] exclude their Date Fields. This tab is allowed only for CT with appropriate MOT.
  • Date Fields - contains set of pairs "From" and "To" dateboxes for select ranges of different CT dates. If some range not selected (both or one of "From" and "To" dateboxes are blank), selection in a query report will not be limited by this range.
    • These ranges corresponds with CT fields: Estimated Pickup Date, Actual Pickup Date, Estimated Departure Date, Actual Departure Date, Estimated Arrival Date, Actual Arrival Date, Estimated Delivery Date, Actual Delivery Date.
  • Non-CT Fields - TBD. Filter fields of report which don't are fields of CT, but related to it, for example Salesman.
• Each field on template has additional "Output" checkbox (greencolored). The status of "Output" checkbox determines the need for output to the report the selected field.
• On the Output tab (see Figure 1) provides additional output control:
  • Lines Per CT Option
  • Option for CT hyper link
  • Ordering of output fields

SD: Add more flexibility

• 1) specified #Option for CT hyper link (BR) made as an option on Output tab in the form of "Display CT# as hyperlink" checkbox. see Figure 1
  • checked state of checkbox means that shipments will be displayed as a hyperlink
• 2) specified #Lines Per CT Option (LIPCO) made as an option on Output tab in the form of "Commodity Lines Per CT" dropdown. see Figure 1.
  • dropdown takes two states: "show all commodity lines for one CT" and "show only commodity summary (one line)"

Figures

Figure 0. Main Form General Fields tab

Figure 1. Main Form Output tab

Figure 2. Main Form Commodity Fields tab

Figure 3. Main Form Export Fields tab

Figure 4. Main Form Import Fields tab

Figure 5. Main Form Date Fields tab

Figure 6. Main Form Non-CT Fields tab

Figure 7. Output tab

History

m1846

• http://mantis.jaguarfreight.com/mantis/view.php?id=1846

BA

• See #Option for CT hyper link (BR)
• current revision

m1998

• http://mantis.jaguarfreight.com/mantis/view.php?id=1998

last revision - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Reports_Output&oldid=11814

BA 1998

• 1) Have all CT fields available on all CT reports - see #BR: Make ALL CT fields available for output and filtering
• 2) Make report filters & output more flexible for every report #BR: Add more flexibility

SA 1998

• 1) Have all CT fields available on all CT reports - see #SD: Make ALL CT fields available for output and filtering
• 2) Make report filters & output more flexible for every report #SD: Add more flexibility