New Arden Trucking Project NATP (main)

From UG

Contents 1 General Info 2 Business Needs and Requirements 2.1 March 24 Meeting 2.2 Deadline 2.3 Summary 2.4 Billing 2.5 Reports 2.6 Documents 2.7 Flags 2.8 File Upload 2.9 Virtual Groups 3 Suggested Solution 3.1 Deadline 3.2 Summary 3.3 Flags Solution 3.4 Virtual Groups Solution 3.5 Reports Solution 3.6 Documents Solution 3.7 Billing Solution 3.8 File Upload solution

General Info

• parent mantis: 0001884: (CT2 Misc) Ops Changes for NATP (New Arden Trucking Project)
• requested for Release: April 29

Business Needs and Requirements

March 24 Meeting

During this meeting all core and some detailed requirements have been presented and discussed. There is one related document created by Director of Operations - see Operations May 01 tab on Copy of Trucking Project - 2010-03-24.xls file attached to mantis 1884.

Deadline

It was requested to have all features in production by May 1.

Summary

Below is a full list of functionality requested:

• #Billing
• #Reporting
• #Documents
• #Virtual Groups
• #Flags
• #File Upload

Billing

One option is to bill once a day a group of CTs. Group could be defined by conditions: delivered=today; delivery location=XX.

Many other options should be possible: based on another date conditions, location conditions.

We might bill weekly.

See also: #Virtual Groups.

Reports

• In Transit Report. Add filters:
  • Shipper / pick up location
  • Carrier / Trucker
  • Delivery location/consignee

• Previous Day Collections / Deliveries changes:
  • none

• "Approval Report" (new report). Filters:
  • Consignee

• "Impending Pick ups" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
  • shipper/pick up location
  • carrier?

• "Impending deliveries" (new report) (based on estimated dates). Similar in concept to existing impending reports. Filters:
  • Delivery location/consignee
  • Carrier?

See also: #Virtual Groups.

Documents

• Manifest. Is this Trucking Manifest (M) or something else?
• D/O. Is this a Delivery Order Trucking Domestic or DO Truck (M) or something else?

See also: #Virtual Groups.

Flags

Could be called modes as well.

• "On Customer Hold"

On hold means on hold in OUR WAREHOUSE meaning the shipment was already "picked up" and is technically "in-transit" but with the ON HOLD differentiation from a "normal" in-transit" shipment.

• "Pending Approval Mode"

Identical to "undefined"

These flags will be used as filters to generate reports, documents, groups.

See also: #Virtual Groups.

File Upload

Upload files (POD's) functionality required.

See: #Virtual Groups

Virtual Groups

Functionality to create "virtual groups" is needed. "Virtual group" is a subset of all records. Every CT that belongs to that group should satisfy given criteria.

Example 1. All CTs that satisfy:

MOT = Truck Domestic
Move From PICK UP LOCATION A
For: CARRIER B
For: SHIPMENTS TO DESTINATION C
For: ESTIMATED COLLECTION TODAY

Example 2. All CTs that satisfy:

MOT = Truck Domestic
To DELIVERY LOCATION A
For: CARRIER D
For: SHIPMENTS FROM ALL ORIGINS 
For: ESTIMATED DELIVERY TOMORROW

List of selection criteria. (Let's call each of them virtual group classifier. These are basically filters that define what is in the group and what is out.)

• Client Company
• Choice of 3 Trucking MOTs
• Flags - see #Flags
• Shipper location
• Consignee location
• Trucker Name (carrier)
• Pick up date (estimated or actual)
• Delivery date (estimated or actual)
• Not Billed Records

The purpose of grouping is to be able to perform certain action on a number of selected CTs. Actions that should be supported:

• 1. generate REPORTS (either 1 time or schedule/automate)
• 2. generate DOCUMENTS (single d/o or consolidation d/o and manifests)
• 3. generate BILLING
• 4. upload files (POD's)

There is no need to save this kind of group or assign a number to it. That is why we call it virtual.

Suggested Solution

Deadline

It is not clear now what can be completed by May 1.

Spec should be completed, approved and estimated (in man hours) first.

Summary

Flags Solution

This requirements translates into adding 2 fields to Truck modes:

• On Customer Hold (radio Y/N; default to N)
• Pending Approval (radio Y/N; default to N)

Add to bottom right corner on Gen Tab.

Virtual Groups Solution

Goto Virtual Groups for NATP

Reports Solution

• To Schedule Report: see Schedule Report for Virtual Group

• To Generate Report: see Generate Report for Virtual Group

Documents Solution

See Documents for Virtual Group

Billing Solution

See Billing for Virtual Group

File Upload solution

See File Upload for Virtual Group