Main Report

From UG

Contents 1 Mantis 2 Major Edits 3 Dev 4 Business Requirements 5 Specs 6 History 6.1 Tweaks 6.2 Tweaks version 1.1.a 6.3 Note About Containers 6.4 Note about Archived CTs 6.5 Tweaks version 1.1.b 6.6 Ver 1.2 6.7 Ver 1.3 6.8 1924 6.9 m1752 6.9.1 BA 6.9.2 SA 6.10 m1764 6.10.1 BA 6.10.2 SA

Mantis

1591

Major Edits

--Alex 23:37, 31 July 2009 (UTC) : started this doc

Dev

Parent: 0000589 [Ops.Reps.MainWizard]

Business Requirements

• Need to add "Undefined" Mode to the list of Transport Mode filters for reports
• Need to add Report filter/output for Booking #

Specs

To my knowledge requirements are fully covered in these docs:

• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/specs.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/REPORT-WIZARD.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/QandA.html
• http://mantis.jaguarfreight.com/svn/ct2/SS/reports/report_wizard/v2/w5.Conditions_CLARIFICATIONS.html

todo: Tira, when you have free time pls migrate requirements above into this wiki doc

History

Tweaks

tw1) Update the output list to be the same as Client Main Report Output list

tw2) Default selected output list in the combo box as list below:

• Shipper
• Consignee
• Mode
• Departure
• Destination
• Chargeable Weight --> Removed from the default -- Tira 11:30 AM 16 Jan 2010
• Actual Departure Date
• Actual Arrival Date
• Actual Delivery Date

The rest of the list should be in default dropdown

tw3) Update label names:

• from "Departure Estimated Date" to "Estimated Departure Date"
• from "Departure Actual Date" to "Actual Departure Date"
• from "Arrival Estimated Date" to "Estimated Arrival Date"
• from "Arrival Actual Date" to "Actual Arrival Date"

tw4) Update filter names as listed below:

• From Countries -> Origin Countries
• To Countries -> Destination Countries
• From Regions -> Origin Regions
• To Regions -> Destination Regions

Tweaks version 1.1.a

Note: Tira 9:50 28 Oct 2009

tw1) Add summary shipment record() count on the report to indicate that how many shipments...

tw2) Create a HTML result page before excel report

tw3) Create download to excel button -> generate xls report

Note About Containers

• see Containers_and_Contents_Component#FCL_.2F_LCL_vs_Ocean-Truck

Note about Archived CTs

They are not included into this Report

Tweaks version 1.1.b

tw1) Main Report - List of Transport Mode (filter) MUST include "UNDEFINED" as well. -- Tira 11:00 AM Feb 2, 2010

Ver 1.2

• spec updated? No
• 0001853: (Main Wizard) Add more OUTPUT options: Extra1, Extra2, Extra3 (as in 0001880)
• see 1880 for details

Ver 1.3

• spec updated? No
• 0001883: (Main Wizard) Add more FILTERS: PO contains, SKU contains; Extra1 contains, Extra2 contains, Extra3 contains (as in 1854)
• see 1854 for details

1924

• 0001924: (Main Wizard) Add Container Number Field to Output
• Add to the list below "Container Description"

m1752

BA

Mantis: 1752

• Need to add "Undefined" Mode to the list of Transport Mode filters for reports: scheduled reports, regular main reports and Main reports on the Client interface
• Also need to list this on the spreadsheet even if the Transportation Mode filter is not selected (as it must show results for all modes of transport including "UNDEFINED")
• current revision

SA

• Add Undefined Mode to Transport Mode filter on General filters tab

m1764

BA

Mantis: 1764

• Need to add Report filter for Booking # which is found on the export tab under field # 6; also Main reports on the Client interface
• Also need to list this output on the spreadsheet
• current revision

SA

• Add Booking # filter on Main report, Schedule Main report, client Main report m2040

Booking #

• Label: Booking # contains:
• Widget: textbox , can be multiple selected
• Location: After Jaguar 3rd Ref # contains:

• Add Booking # on Output tab

• Default: on the left side dropdown list