New Arden Trucking Project NATP (main)

From UG

Contents 1 General Info 2 Business Needs and Requirements 2.1 Meetings 2.1.1 March 24 Meeting 2.1.2 March 29 Meeting 2.2 Deadline 2.3 Summary 2.4 Billing 2.5 Reports 2.6 Documents 2.7 Flags 2.8 New Fields 2.8.1 On Customer Hold 2.8.2 Pending Approval Mode 2.8.3 PT number 2.8.4 DT number 2.8.5 Consol Warehouse 2.8.6 Delivery Trucker 2.9 File Upload 2.10 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 3.9 Misc

General Info

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

Business Needs and Requirements

Meetings

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.

March 29 Meeting

• Core design has been reviewed. Additional requirements discussed.
• See them documented in EA DOM (NATP) - 2010-03-29.xls in 1884

Deadline

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

Summary

Below is a full list of functionality requested:

• #Billing
• #Reports
• #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

See #New fields

New Fields

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.
• (radio Y/N; default to N)
• Gen tab, bottom right corner
• MOT = all

Pending Approval Mode

• (radio Y/N; default to N)
• Gen tab, bottom right corner
• MOT = all

PT number

• Pick Up Trailer id - Unique id generated by the system. This is the tag to identify what CTs belong to the given Pick Up Truck Load.
• read only and located on Gen tab next to CT#Export Pick Up Trucker

DT number

• Delivery Trailer id - Unique id generated by the system. This is the tag to identify what CTs belong to the given Delivery Truck Load.
• read only and located on Gen tab next to #Delivery Trucker

Assignment of PT and DT are through virtual groups only.

Developers Note:
--------------
DT and PT must be generated from same counter!
This is because in some cases same number should be assigned to both.

Consol Warehouse

• Code to identify specific warehouse. List of 4 numbers: {1,2,3,4}.

Developers Note:
--------------
If it does not take much more time, please create Admin so that they can manage their own lists
instead of hard coded 1,2,3,4. Or we can add this feature later.

Delivery Trucker

• We need this field added to Truck MOT ()

Developers Note:
----------------
This is the same field as CT#Delivery Trucker we have for Ocean and Air.

These flags/fields 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.

• 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

See Gen_Tab_(component)#1895

Virtual Groups Solution

Goto Virtual Groups for NATP

Reports Solution

• In Transit Report (few changes)
  • See In_Transit_Report#1898.

• Previous Day Collection (no change)

• Previous Day Delivery (no change)

• Approval Report (new report)

• Impending Collection (new report)

• Impending Delivery (new report)

• 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

Misc

• Widget_Copy_Yes_/_No_(feature)#Implement_this_feature_for_Shipper_/_Consignee