File Reference Numbers
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Parent Mantis
0000100: (Ops Misc)
Spoke of this wiki
Automate the assignment of file reference numbers (Jaguar export ref, import ref, third party ref) and their file reference sequence that are assigned to CT records.
Glossary
SOW 1
- 0003151: (Ops Misc) Have CT2 generate file ref #'s
Requirements
Gen Tab: Ops functionality
- System can auto generate file reference number with ability of Ops user to select some part of Reference#
- System auto assigns the mode of direction (read only) once MOT is selected: CT_bo#MOT in the CT
- System should allow user to change the MOT after a reference number has been assigned. Once the MOT is updated, the reference number should be auto updated as well according to Account Manager, the MOT, and client company and mode of direction
- Reference number consist of 3 parts:
- List of Account manager ID that is tied to default Office- List of Account Manager IDs for particular office for operator to select.
- i.e. Drop down list of account managers ID for a particular office, such as when ops user from NY office manages a particular shipment, this part will provide list ID of Account Managers from NY office. One Account Manager can have many ID such as:
- List of Account manager ID that is tied to default Office- List of Account Manager IDs for particular office for operator to select.
- Reference number consist of 3 parts:
801 - represents Rob 802- represents John 803 - represents Jeanine 804- represents Rob 805 - represents Rob Note: 800 represents NY office - this can be set in admin. :*** i.e. If it is for UK office, dropdown list of account managers ID for UK office will be: 701 - represent Wassila 702- represent Ginny Note: 700 represents UK office - this can be set in admin
- An operator would manually select the “3 digit prefix” to create the reference number, and there should be a ‘link’ in the code restricting that operator’s “options” to his office, ie, if an operator is a JFS New York employee he would only have access to “8xx” sequences.
- Automate counter - This should consist of 2 parts:
- 1) The first 2 number XX can be auto assigned as of irrespective specific client company - this can be manged in admin to be set as a specific client company
- 2) Counter - Automated sequence number 5 digit XXXXX
- Contents/value of this sequence depend on office/account manager
- Mode
- System auto provides default options dropdown once the MODE is selected by operator
- The pair of MODE and direction with the MOT can be set in Admin
- ie. AE - Air Export - this can be applied to Air shipment for example
- ie. SE - Sea/Ocean Export - this can be applied to Ocean shipment for example
- There are 3 reference number:
- Export Reference #: CT_bo#Export_Ref
- Import Reference #: CT_bo#Import_Ref
- Jaguar 3rd Reference#: CT_bo#Jaguar_3rd_Ref
IE. File Reference Number 801 (3 digit ID code) 10 00001 (Numerical - actual 'Ref' number, 10 is associated with client company and 00001 is a sequence number SE (mode/direction - XX ) Example Ref Num will show as: 801 10 00001 SE
Admin: File Reference #
Provide admin table to assign specific reference number to specific offices and to specific Account Manager.
Provide ability for each office to set their own sequence numbers and link these to specific Account Manager within that office.
Each of office consists of account managers, each account manager is a team leader of a group of operators such as NY office has 3 Account managers: Rob, John and Jeanine. Each account manager has their own team such as Rob has operator A, operator B and operator C work in his team. Provide ability to add/remove operator(s) to each Account Manager
- Sequence and catagory of file reference number can be set via admin
- Admin>File Reference#
- Table to manage File Reference# consist of:
- Each office: specify by sequence of number such as sequence of range of number below:
- NY - could be 800 - 899
- UK - could be 700 - 799
- FR - could be 600 - 699
- HK - could be 500 - 599
- SZ - could be 400 - 499
- Each Account Manager: specify by number - subset of each office sequence number such as Account Managers below
- Rob - NY - 801
- John - NY - 802
- Jeanine - NY - 803
- Each Account Manager: provide a field to show how many staff work for each account manager table. Such as table below:
- Rob - 5
- John - 4
- Jeanine - 3
- Ability to edit number of staff that work under each Account Manager and keep historical changes
- Automate a mode/direction for the last part of file reference requence numbers
- Mode of direction table:
- Export: AE (Air Export), SE (Sea Export), TR(Truck Export)
- Import: AI (Air Import), SI (Sea Import), TR(Truck Import)
- Jaguar: CT (Cross Trade - Billing office only)
- Mode of Transportation should be associate with Mode of direction table such as
- Air - AE or AI depend on what field
- Ocean (LCL) - SE or SI depend on what field
- Ocean (FCL) - SE or SI depend on what field
- Ocean Vendor Console - SE or SI depend on what field
- Truck (DT - Dom) - TR
- Truck (OT - Ocean Truck) - TR
- Truck (AT - Air Truck) - TR
- NOTE: This should be default to a correct direction per reference # and MOT such as the field Export Ref#, this part should auto read only default to AE if MOT for Air is selected.
- Mode of direction table:
- Volume Unit per Mode Table - to be used as a report
- Air - KG - show as KG
- Ocean FCL - TEU or FEU count - show as TEU
- Ocean LCL - CBM - show as CBM
- Ocean vendor console - TEU or FEU count - show as TEU
- Truck Dom DT - Shipment count - SHPT
- Truck Ocean - Gross KG/LB
- Truck Air - Gross KG/LB
- Each office: specify by sequence of number such as sequence of range of number below:
Logs funtionality
All actions should be recorded in CT update log as well as system log
Report Functionality
- Ability to report on file reference sequence numbers per Account Manager and/or per office with some information from the system
- Purpose: To know how much frieght Jaguar move, How busy for each team is. Report for Export is the KEY to control the business.
- Report > File Reference # with ability of down load to excel spreadsheet
- Filters:
- Date/year Range: Calendar
- Office
- Account Manager - subset of office selected
- E0. Client Company
- Mode of Direction
- Result:
- Heading - Top part of the report
- Information per filters set
- Information Report per column option as of output
- Office
- Account Manager
- E0. Client Company
- Mode of Direction
- Volume Unit
- Gross Margin - refer to Alex's project. This output should be in place once this report value can be reported.
- Heading - Top part of the report
- Filters:
