Past Due Report

From UG

Contents 1 Mantis 2 Glossary 3 Business Needs and Requirements 3.1 Intro 3.2 Past Due Departure (Detailed Spec) 3.2.1 Air 3.2.2 Ocean 3.2.3 Truck-Air 3.2.4 Truck-Dom 3.2.5 Truck-Ocean 3.3 Past Due Arrival (Detailed Spec) 3.3.1 Air 3.3.2 Ocean 3.3.3 Truck-Air 3.3.4 Truck-Dom 3.3.5 Truck-Ocean 3.4 Filters 3.5 Output 3.5.1 Sort by 4 SOW 1 4.1 Solution 4.1.1 Preliminary note 4.1.2 Main idea 4.1.3 Implementation actions 5 User Guide 5.1 Example of current reports: NYC - Export - Past Due Departures 5.2 Example of current reports: NYC - Import - Past Due Arrivals 5.3 All Past Due reps in the System 6 History

Mantis

1590

Glossary

• ETD = Estimated Time of Departure (a.k.a Estimated Departure Date)
• ATD = Actual Time of Departure (a.k.a Actual Departure Date)
• ETA = Estimated Time of Arrival (a.k.a Estimated Arrival Date)
• ATA = Actual Time of Arrival (a.k.a Actual Arrival Date)

Business Needs and Requirements

This report is used for identifying shipments for incomplete arrival/departure date report. This report will help user to know what shipments are not completed arrived/departed, so that user can update it.

Intro

• Generic meaning: System tells a client that the shipment SHOULD have arrived/departed yesterday or earlier, but there is no "Actual arrival/Departure Date" in the system(empty). Update is needed.
• This report can be managed through the saved and Scheduled report for class report dropdown and set the satisfied scheduled filters
  • Departure Past Due
    • Date Criteria: Estimated Departure Date is "yesterday or older" and Actual Departure Date is empty
    • Mode:
      • Ocean
      • Air
      • Truck
  • Arrival Past Due
    • Date Criteria: Estimated Arrival Date is "yesterday or older" and Actual Arrival Date is empty
    • Mode:
      • Ocean
      • Air
      • Truck

• These can be scheduled, daily, every other day, weekly etc.
• Report is a "re-occurring" report (shipments that are past due will occur on the report everyday until Actual arrival/Departure Dates are set!
• Report show Report info, date time stamp and how many records are found (number) on the excel spreadsheet

For Example:

Incomplete Date Report

Time Date Stamp

(number) (Arrivals/Departure) into (destination country) by (mode) have gone past their estimated (arrival/departure) date without having an actual (arrival/departure) date

Past Due Departure (Detailed Spec)

--Alex 01:00, 1 December 2009 (UTC)

Important Note! Be aware of confusing terminology for truck modes here!

• Word "departure" on the report name is connected to CT fields that are named "pick-up". This is because for truck modes this is "the point of origin" and both words "departure" and "pick-up" are associated with "origin".
• Word "arrival" on the report name is connected to CT fields that are named "delivery". This is because for truck modes this is "the point of destination" and both words "arrival" and "delivery" are associated with "destination".

Air

• ExpTab. Airport Of Departure ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Airport Of Departure ATA is empty

Ocean

• ExpTab. Origin Terminal ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Origin Terminal ATA is empty

Truck-Air

• GenTab. Estimated (Export) Pick-up Date is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Actual (Export) Pick-up Date is empty

Truck-Dom

• GenTab. Estimated (Export) Pick-up Date is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Actual (Export) Pick-up Date is empty

Truck-Ocean

For at least one container X on ContTab the following is true:

• container X. Estimated collection is “yesterday, or earlier than yesterday”
• AND
• container X. Actual collection is empty

Past Due Arrival (Detailed Spec)

--Alex 01:01, 1 December 2009 (UTC)

Air

• ExpTab. Airport Of Destination ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Airport Of Destination ATA is empty

Ocean

• ExpTab. Destination Terminal ETA is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Destination Terminal ATA is empty

Truck-Air

• GenTab. Estimated Deliv Date is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Actual Deliv Date is empty

Truck-Dom

• GenTab. Estimated Deliv Date is “yesterday, or earlier than yesterday”
• AND
• ExpTab. Actual Deliv Date is empty

Truck-Ocean

For at least one container X on ContTab the following is true:

• container X. Requested Delivery is “yesterday, or earlier than yesterday”
• AND
• container X. Actual Delivery is empty

Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:
• Transport Modes:
• Client Mode (GenTab 13)
• Export pick up trucker (GenTab 8)
• Delivery Trucker:(v3)(ImpTab 4)
• Customer broker(ImpTab 9)

Output

• Create output tab with list of output headings
• Some headings should be defaulted on the combo box and the rest of headings are in the dropdown filter output list
• List of headings:
  • CT# with link ->defaulted on the combo box
  • Customer References# (GenTab C.Customer Ref)
  • Transport Modes (GenTab F. Mode of Transport:)
  • Shippers (GenTab 2.Shipper) ->defaulted on the combo box
  • Consignees (GenTab 3.Consignee) ->defaulted on the combo box
  • Origin Countries (GenTab 11. Origin country) ->defaulted on the combo box
  • Destination Countries (GenTab 12. Destination country) ->defaulted on the combo box
  • Estimated Picked Up Date ->defaulted on the combo box/ Depart for Truck
  • Actual Picked Up Date
  • Estimated Departure Date ->defaulted on the combo box/ Depart for Ocean and Air
  • Actual Departure Date
  • Estimate Arrival Date ->defaulted on the combo box/ Arrival for Ocean and Air
    • Exp Tab, Destination Terminal ETA
  • Actual Arrival Date
    • Exp Tab, Destination Terminal ATA
  • Estimated Delivery Date ->defaulted on the combo box/ Arrival for Truck
  • Actual Delivery Date
  • P.O (ContTab Table A.)
  • SKU (ContTab Table A.)
  • Quantity (ContTab Table A.)
  • Item Description (ContTab Table A.)
  • Ttl # of plts (ContTab Table A.)
  • Ttl pkgs on pkgs (ContTab Table A.)
  • Loose pkgs (ContTab Table A.)
  • Ttl G kg (ContTab Table A.)
  • Custom fields (if E0 client has "custom fields" that is/are set in admin mode, these should be available list as well)
  • Total CBM (ContTab Table B.)
  • Last Comment entry (ComTab>most recent comment)

Sort by

By CT#?

SOW 1

(not completed)

Mantis: 3272: (Past Due) include “port dates” in the current “past due arrival / past due departure” reports

Problem:

• MOT = any OCEAN, the system only looks at the “terminals” but ignores the “ports”.

• If/when there is a different “origin terminal” and “port of loading” - there is no validation (past due departure) for the “port of loading” date.
• If/when there is a different “destination terminal” and “port of discharge” – there is no validation (past due arrival) for the “port of discharge” date.

Core requirements:

• We need to use “port dates” and “terminal dates” – independently and separately UNLESS they have the same value.

Solution

Preliminary note

We cannot use the dates independently each of other due specific sequence of validating dates.
Example: Destination terminal Estimated date cannot be confirmed until Port of discharge Estimated date has been confirmed.

Main idea

• To include “port dates” in the report we should use two dates instead previously used one for validation of Ocean CT:

• Departure Past Due:

• estimated dates “Origin Terminal ETD” (Terminal ETD) and “Port of Loading ETD” (Port ETD) instead previous one “Estimated Departure Date”
• actual dates “Origin Terminal ATD” (Terminal ATD) and “Port of Loading ATD” (Port ATD) instead previous one “Actual Departure Date”

• Arrival Past Due:

• estimated dates “Destination Terminal ETA” (Terminal ETA) and “Port of Discharge ETA” (Port ETA) instead previous one “Estimated Arrival Date”
• actual dates “Destination Terminal ATA” (Terminal ATA) and “Port of Discharge ATA” (Port ATA) instead previous one “Actual Arrival Date”

CT should be in report if at least one certain Estimated Date corresponds with Date Criteria and its Arrival Date is empty.

Implementation actions

• update Date Criteria

• Departure Past Due:

1) Terminal ETD is the same as Port ETD:

• Terminal ETD is “yesterday, or earlier than yesterday” and Terminal ATD is empty

2) Terminal ETD is NOT the same as Port ETD:

• Terminal ETD is “yesterday, or earlier than yesterday” and Terminal ATD is empty
• OR
• Port ETD is “yesterday, or earlier than yesterday” and Port ATD is empty

• Arrival Past Due:

1) Terminal ETA is the same as Port ETA:

• Terminal ETA is “yesterday, or earlier than yesterday” and Terminal ATA is empty

2) Terminal ETA is NOT the same as Port ETA:

• Terminal ETA is “yesterday, or earlier than yesterday” and Terminal ATA is empty
• OR
• Port ETA is “yesterday, or earlier than yesterday” and Port ATA is empty

• update Output Fields

• Departure Past Due:

• Estimated Departure Date field for Ocean CTs should be mapped with

• Terminal ETD, if pair of Terminal dates (Terminal ETD - Terminal ATD) caused the adding of CT to the report.
• Port ETD, if pair of Port dates (Port ETD - Port ATD) caused the adding of CT to the report.

• add column to indicate Terminal/Port date

• Arrival Past Due:

• Estimated Arrival Date field for Ocean CTs should be mapped with

• Terminal ETA, if pair of Terminal dates (Terminal ETA - Terminal ATA) caused the adding of CT to the report.
• Port ETA, if pair of Port dates (Port ETA - Port ATA) caused the adding of CT to the report.

• add column to indicate Terminal/Port date

Note about of moment of moment of indeterminacy:
CT can be temporarily drop out of report when Terminal Actual Date is filled and Port Estimated Date is higher than Date Criteria.

User Guide

Example of current reports: NYC - Export - Past Due Departures

!!! No E0 field on output for some reason!

Example of current reports: NYC - Import - Past Due Arrivals

All Past Due reps in the System

History