Past Due Report

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Contents

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 Arrival 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

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
    • Actual Arrival Date
    • 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)
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