File Reference Numbers

From UG

Contents 1 Info 2 Glossary 3 Business Needs 3.1 Core need 4 Requirements 4.1 Admin Functionality 4.2 Ops Functionality 5 Marc's Mockup IE 5.1 Admin Mockup 5.2 Gen Tab Mockup

Info

• parent: 0000100: (Ops Misc)
• Mantis Task info: 3151

Glossary

Export_Reference_Number

Import_Reference_Number

Third_Party_Reference_Number

Business Needs

Core need

Automate the assignment of file reference numbers to CT records (Jaguar export ref, import ref, third party ref), to take the burden off of the operators. Currently each Jaguar office has specific file reference number sequence's associated with their CT records. These numbers are used to identify how their office is involved in the shipment, meaning if they are arranging the import or export for it, but management would now like to make these file reference number sequence's uniform company wide and would like this managed somewhere inside of CyberTrax, so as each office will not need to keep a separate log book to record these numbers.

Requirements

Admin Functionality

• Have counter into CT Admin for file reference numbers
• Add ability for each office to set their sequence numbers
• Add ability to create new file file sequence numbers per AM/Office
• Add ability to associate a file reference sequence to an AM, including the JFS office that the AM is a part of
• Add ability to list the number of operators that work under an AM and keeping historical changes
  • Number preferred to be in half numbers, 0.5,1,1.5,2,2.5, etc, as some operators handle work for 2 separate AM's
    • IE, user Gabrielle O'Flaherty handles ALL air export shipments. She handles both the Elizabeth Arden Air Export shipments, which are under AM Robert Link's responsibilities and the Coty Air Export shipments, which are under AM Jeanine Favia's responsibilities
• Add reporting capabilities for file sequences individually or corporately per office

• See #Admin_Mockup

Ops Functionality

These file reference numbers are entered by ops users on the Gen Tab under CT_bo#References.

• Add ability for user to select file reference sequence numbers
  • Or maybe default sequence numbers are associated with that users office
• Have system automatically generate the file reference #
• Add ability for user to select select the MOT associated with the file
  • Or maybe default option for system to auto assign according to the selected / set CT_bo#MOT to list after the auto generated file reference #
• System should not

Marc's Mockup IE

Admin Mockup

Gen Tab Mockup