Middletong at 14:56, 14 September 2010

2010-09-14T14:56:18Z

@@ Line 46: / Line 46: @@
   (11a) 	NEW Column
   (34)	Needs to look against new Check Box instead of Container No.
 All the New/Amended columns are to be set as Text on extract.
@@ Line 153: / Line 79: @@
 ====Nick Wilkins====

Middletong: New page: 247529-MW-796ATJ Full Load or Groupage Flag =FUNCTIONAL OVERVIEW= ==Client Requirement== Within the trip detail screen we need to identify if the trip is classified as a full load or gr...

2010-09-14T12:50:36Z

New page: 247529-MW-796ATJ Full Load or Groupage Flag =FUNCTIONAL OVERVIEW= ==Client Requirement== Within the trip detail screen we need to identify if the trip is classified as a full load or gr...

New page

247529-MW-796ATJ Full Load or Groupage Flag

=FUNCTIONAL OVERVIEW=

==Client Requirement==

Within the trip detail screen we need to identify if the trip is classified as a full load or groupage load and the current report changed to reflect this additional report feature.
We require a check field within the trip detail screen that is unchecked on trip generation, but needs to be checked and you are unable to take the trip out of planned status until one of the check boxes is checked. We also have a finance export report that needs to be changed as well to incorporate these changes.
Due to European rate structures a part load can in a finance point of view be a full load so this can identify loads that we can easily identify and therefore monitor and report on to increase vehicle utilisation etc.

==Solution==
A new system parameter will be created called TRM_STATUS_CHECK_FTL_GROUP with a Y or N value. If set to be Y, the status of a trip cannot be progressed from PLANNED to either TENDERED, ACCEPTED or EN_ROUTE without the FTL or GRP checkbox being set. An appropriate popup warning message will be displayed if the status change is rejected.
The Trip Manipulation from will be modified to allow a checkbox entry to categorise each trip as FTL or GRP. This will be a manual input with a mouse click to one or other checkbox. Once set, the two checkboxes will toggle; in other words one or other condition is valid, not both or neither.
The Finance Export CSV will be modified to include the FTL / GRP flag in column 34. Additionally column 11 will be renamed to Seal No. and Column 11a included showing the trip container number field. (note there are other RIO changes relating to this same export MW-779JFA dates plus weight column).

==Scope==
This change will be applied to system version 10.6.

=SET-UP=

==Pre-requisites==

None.

==Menu Structure==

No changes.

==Data==

System parameter FULL_LOAD_GROUPAGE_FLAG needs to be added to table ADM_SYSTEM_PARAM.

=FUNCTIONAL DESCRIPTION=

==Changes to Trip Manipulation==

[[Image:247529-1.PNG]]

FTL and GRP tick boxes will be added to the Trip Detail tab.Both tick boxes will be blank when the trip is created. One of the boxes must be ticked before the trip can be taken out of planned status.If the system parameter, Full_load_groupage_flag, is set to ‘N’, the screen will not check the flags before a status change. If the parameter is set to ‘Y’ the status change will only be allowed if one of the flags is set.

==Changes to Finance Report==

The finance report will be changed to add a column, and to alter 2 existing columns.

(11) Name change
(11a) NEW Column
(34) Needs to look against new Check Box instead of Container No.

Column Source
1. Trip No Bill of Lading from the Trip
2. Collection Address Location Name of the From Location on the Trip
3. Delivery Address Location Name of the To Location on the Trip
4. X Dock Is the trip delivery the final delivery address?
5. Schedule Date Late Collection Date from the Order
6. Order Early Collect Early Collect Date from the Order
7. Order Late Collect Late Collect Date from the Order
8. Order Early Delivery Early Delivery Date from the Order
9. Order Late Delivery Late Delivery Date from the Order
10. Trailer Vehicle Id from the Trip
11. Seal No. Seal No from the Trip
11a. Container ref Container No from the Trip
12. Product Product Type from the Order Line
13. DU Type Description of DU from the Order
14. Quantity DU Qty from the Order Line
15. Volume CBM Volume from the Order Line (if not CBM on
Order then calculated from RPE)
16. Customer Ref Customer Ref from the Order
17. Booking Ref Booking Ref from the Order
18. Del Point Ref Del Point Ref from the Order
19. Ferry Booking Time Ferry Booking is the planned early depart off the cross
dock ferry order
20. Planned Early Collect Early Collect Date from the Trip
21. Planned Late Collect Late Collect Date from the Trip
22. Planned Early Delivery Early Delivery Date from the Trip
23. Planned Late Delivery Late Delivery Date from the Trip
24. Actual Early Collection From the Tracking Screen
25. Actual Late Collection From the Tracking Screen
26. Actual Early Delivery From the Tracking Screen
27. Actual Late Delivery From the Tracking Screen
28. Trip Status Status from the Trip
29. Imp/Exp Indicate where the order is an Import or Export
30. Country of Origin Country off the From Location on the Order
31. Origin Postcode Postcode off the From Location on the Order
32. Country of Destination Country off the To Location on the Order
33. Destination Postcode Postcode off the To Location on the Order
34. FTL/GRP Checked box is FTL then ‘F’ if GRP ‘G’
35. Cost Code Cost Code
36. Customers Customer from the Order
37. Prime code Customer Prime Code from the Customers Account record
38. Invoice ID From Payment form Order screen (Invoice ID)
39. MTS Invoice Number Invoice No.
40. Oracle Invoice Number Customer Invoice No.
41. Comp Date From Invoice date
42. Currency Revenue Taken from the Payment Screen
43. Actual Revenue When payment is at a status of Actual & has an Invoice
ID the value to be entered here
44. Accrual Revenue Amount from the Payment when at forcast status or
Actual when no invoice ID is present – Zero when
Invoice ID is present
45. Order Last Updated Date Updated date from the Order
46. Supplier Carrier from the Trip
47. Additional Supplier Narrative 2 from the Payment
48. Prime Code Supplier Prime Code from payment type General ledger ACC
code
49. Purchase O/No. Narrative 3 from the Payment
50. Receipt No. MTS payment ref ‘/’ followed by Filling Ref
51. Purchase Inv No. External Ref from the Invoice that the Payment is on
(blank if not an Invoice)
52. Period passed Invoice Date from the Invoice
53. Actual Cost If no receipt number then blank, otherwise same as
Estimate
54. Accrual Cost Blank if actual is populated, otherwise same as estimate
55. Currency Cost Taken from the Cost screen
56. Profit/Loss difference between order and the trip estimate
57. User User who created the Trip
58. Vendor Code External System Reference: Vendor Code
59. Vendor Site ID External system Reference: Vendor Site ID
60. Order Comments Order Comments
61. Non-conformance collect Non conformance code and text
62. Non-conformance deliver Non conformance code and text

All the New/Amended columns are to be set as Text on extract.

=APPENDIX A: TABLE UPDATES REQUIRED=

Add the column FULL_LOAD (varchar2(10)) to table sch_trip.

=References=

No references.

Document History
{|
|Version
|Date
|Status
|Reason
|Initials
|-
|1a
|25/03/08
|Draft
|Initial version
|DNG
|}

=Authorised By=

====Dave Meir====
Development Manager

====Nick Wilkins====

Copyright OBS Logistics © 2007

The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

247529 - Revision history

Middletong at 14:56, 14 September 2010

Middletong: New page: 247529-MW-796ATJ Full Load or Groupage Flag =FUNCTIONAL OVERVIEW= ==Client Requirement== Within the trip detail screen we need to identify if the trip is classified as a full load or gr...