Daily Report

From UG

Contents 1 Parent Mantis 2 Business Needs and Requirements 3 Technical Specification 3.1 Summary 3.2 User Interface 3.2.1 Filters 3.3 Hard Coded Conditions 3.4 User Defined Conditions 4 Filters 5 Output

Parent Mantis

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Business Needs and Requirements

This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

Technical Specification

Summary

• This report should appear only in Saved/Scheduled Reports section (to run this report you have to schedule it).
• Report MUST include ALL new shipments records that are created since previous report
• Report shows date time stamp and how many records are found (number)
• Report is sent to recipients on schedules via email.

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User Interface

See #Figure 1. Schedule dropdown menu

Filters

All filters for user defined report conditions are on one tab - see #Figure 2. General Tab

Also see #Filters and Filters Matching Logic.

Hard Coded Conditions

• This report is used to identify new shipments (CT's) created in the system since the last time the instance of this report run.

• Report should use CT#Created On Date date field to identify when shipment was created.

User Defined Conditions

• See Figure 2 for general filters tab below
• All filters are "multi select"
• Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa
• Filters consist of several groups
• Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR
  • For example: ((Client Companies = E.A. USA Domestic) OR(Client Companies = Elizabeth Arden)) AND ((Shippers = A-TESTCOMP - TestCity - test remark)OR(Shippers = ABC - HK - test))
• If none of the filters are selected, generate ALL results.

Filters

• Client Companies (E0 Client)
• Shippers:
• Consignees:
• Origin Countries:
• Destination Countries:
• Origin Regions:
• Destination Regions:

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:)-> defaulted on the combo box
  • 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
  • P.O (ContTab Table A.)-> defaulted on the combo box
  • SKU (ContTab Table A.)-> defaulted on the combo box
  • Quantity (ContTab Table A.) -> defaulted on the combo box
  • 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.)
  • Authorization [Y/N] (this field is not mapped to any field, it is always empty and allow user to manage it manually)-> defaulted on the combo box

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