253313

253313 - MW-7F8JZV Summary Report of Trip for Road Ops Team

Copyright OBS Logistics © 2009

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

Functiona Overview

Client Requirement

The ‘Road Ops’ team requires a summary report of each trip giving all required details within the trip to use instead of creating a folder.

The report (layout enclosed - does not need to be exact, but the needs to have all data shown) needs to be able to be created direct out of ‘MTS’. Please provide cost for development of this report to be run through normal report functionality (criteria is just ‘M Ref’) and additional cost to run this report direct from within the trip via a button to print the report for the trip you are currently in (trip sum).

This report has been successfully tested through ‘Access’ and has removed the need to create files for each trip. The only draw back is that currently we need to extract the data to import into ‘Access’ to run this report, so the initial saving's on stationery and time will be increased once you can print direct out of ‘MTS’ without going through an external reporting system.

Solution

A new report will be created to run from the existing ‘Reports’ menu and ‘Trip Manipulation’ and ‘Trip Planning’ screens. The report will run with the mandatory parameters ‘Exchange Rate’ and ‘Trip Ref’ which relates to column ‘BILL_OF_LADING’ in table ‘SCH_TRIP’. An example of this is ‘M12345’. The report will be named ‘ISC Road Ops Trip Control Report’.

The layout of the report will be as follows:

• The heading of the report will contain information relating to the Trip.

• This will be followed by all information relating to the Orders on the Trip – multiple orders will span multiple lines. Within the Order section there will be 3 sets of details:

• • Customer Address information
  • Order Line/Product information – e.g. list all lines of Products on Order
  • Order Comments information

• The footing of the report will contain information related to the Payment information of each Order (e.g. list all Order Payment information) and the Trip Payment information.

Trip heading information will include: Week No, Trip No, Trip Status, FTL/GRP, Trailer ID, Container Ref, Seal No, Schedule Date and User.

Customer address information will include: OMS Ref, Customer, Collection Address, Delivery Address, Booking Ref, Customer Ref, Del Pint Ref, Origin and Destination.

Order line/product information will include: OMS Ref, DU Type, Quantity, Volume, Weight, Imp/Exp, Order Early Collect, Order Early Deliver, Trip Early Collect and Trip Late Delivery.

Order comments information will include: OMS Ref, Order Comments, Non Conformance Collect and Non Conformance Deliver.

Order footing information will include: OMS Ref, Customer, Revenue Type, MTS Invoice, Logis Invoice, Currency, Ex Rate, Invoice, Amount and £.

Trip footing information will include: Supplier, Cost Type, Narrative 2, Narrative 3, Currency, Ex Rate, Invoice, Amount, £ and Margin £.

This data for the report will be picked up from tables: SCH_ORD, SCH_ORDER_LINE, SCH_TRIP, SCH_ORD_NON_CONFORM, SCH_HAULAGE_ACTIVITY, ACC_PAYMENT and ACC_INVOICE.

This is a basic layout of how it should look for a Trip with 2 Orders on it:

References

Ref No	Document Title & ID	Version	Date
1	EST-259410 PA-7MKDYG CN Loading Schedule Report Changes v1.doc	1	06/01/09

Document History

Version	Date	Status	Reason	Initials
1a	12/01/09	Draft	Initial version	PDR
1	12/01/09	Issue	Reviewed and Issued	MJC

Authorised By

Matt Crisford	Development Manager
Suk Sandhu	TMSCC MTS Product Manager