Missing Vendor Invoices

From UG

Contents 1 Info 2 Spec 2.1 Intro 2.2 Business requirements 2.3 Conditions 2.4 Filters 2.5 Output 2.5.1 Columns 2.6 Examples 3 SOWs 3.1 SOW 1 3.1.1 Core Requirements 3.1.2 Solution

Info

• parent mantis: http://ct.jaguarfreight.com/mantis/view.php?id=4567

Spec

Intro

Vendor: Company that provided some service and issued Purchase invoice.

• CT2 Vendors are defined in Admin > Address Book > Vendors
• In every CT some "Vendors" are identified by Jaguar OPS and mapped to:

• Gen tab. 8. Export Pick-up Trucker (V3) (all MOT)
• Exp tab. 4.Airline:(V1) (MOT=AIR)
• Exp tab. 5.Co-Loaders-Air:(V6) (MOT=AIR)
• Exp tab. 4.Steamshipline:(V2) (MOT=OCEAN)
• Exp tab. 5.Co-Loaders-Ocean:(V5) (MOT=OCEAN)
• Imp tab. Customs Broker:(V4) (MOT=AIR/OCEAN)
• Imp tab. Delivery Trucker:(V3) (MOT=AIR/OCEAN)
• Imp tab. 8. Cargo Location(V7) (MOT=OCEAN)

Business requirements

• Report needs to show CT's:

• for which a vendor is listed in the shipment
  AND
• NO purchase invoice is listed in the P&L tab for this vendor

• NOTE. In Exp tab:

• If "5.Co-Loaders-Air:(V6)" is completed then "4.Airline:(V1)" should be ignored.
• If "5.Co-Loaders-Ocean:(V5)" is completed then "4.Steamshipline:(V2)" should be ignored.

• NOTE 2. Additional relationship between Carriers (Airline/Steamshipline) and Vendors tables needs to be set.

• Vendors admin in Addressbook should provide an ability to define "many-to-many" relationship model.
• Report should validate all possible cases when generating result.

Conditions

There are no Hard coded or Hidden conditions (???) for this report which means that system will pull ALL CTs that satisfy conditions in filters.

Filters

• Office
• Time frame (???)

Output

• Results of the report are displayed as HTML table which can be downloaded as XLS spreadsheet.
• Spreadsheet version of this report has all the columns found on HTML.

Columns

• CT #
• Client Name
• Mode
• Origin Country
• Destination Country
• Vendor (or Carrier)

Examples

File:HTML example.PNG

File:Spreadsheet example.PNG

SOWs

SOW 1

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mantis: ???? (phase: ??, status: ??)

Core Requirements

• .

Solution

TBD

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