286732

DHL C-TMS

Organisation and Resource

FUNCTIONAL SPECIFICATION - 10.6

- 1.0

Reference: FS 286732 DK-8EMEGM

Client Requirement

Change Request Summary:

Organisation and Resource.

Change Request Details:

Location contact details (up to 4 contacts)Term Hire Carriers

Benefits identified as a result of the change:

Enable the planners to be able to utilise functionality to enhance the day to day job.

Solution

Location Contact Details:

Functionality exists in C-TMS already. To maintain the ease of use and the ability to retrieve information quickly, it is requested that up to four location contact details can be displayed on the manifest (To be covered in separate reporting RIO) and come through at order and location level and preferably be displayed in order of preference according to the user. These contact details are to appear on paperwork and also on screen.

The contacts will be uploaded into C-TMS, and thus displayed, in the sequence provided in the XML file. Up to ten sets of location contact details may be uploaded as required although only four sets will be visible in the manifest.

A new tab page called ‘Address Refs’ will be added to the ‘Locations’ screen in the ‘LOCATION’ form to display the extra address references available from the new ‘GEO_LOCATION_REFERENCES’ table.

Access to the new tab page will be restricted to user groups as required.

The items currently identified are listed below (subject to confirmation of their sequence):

1. Assurance Number
2. Assurance Scheme
3. Assurance Status

The ‘Comments’ block in the ‘Special’ tab page will also be displayed in the ‘Address Refs’ tab page.

The address references will be displayed with the decoded values so that reference type and value is displayed in a table with two columns. The user will have the ability to add or delete references using the appropriate buttons marked with a ‘+’ or a ‘-‘ sign. Only one reference type may exist at a time as all of the address references are expected to be updated via the XML file. A list of values based on the decoded values will be available for when new references are added.

Each of these items will be mapped to a sub-reference identifier and a decode value setup for name ‘GOLD_LOCS’ and type ‘LOCATION’.

The decode values may be setup in the ‘Decodes’ tab page of the ‘Import Maintenance’ screen in the ‘IMPORTS_MAINT’ form.

Fields are passed from GOLD via ESI interface and received into C-TMS. The references are made available on reporting against the trip and order level. The XML interface is described in RIO 286642 PM-8ELM6Z Integration Orders.

Term Hire Carriers:

Functionality exists in C-TMS already. Carrier Types can be used to determine a Term Hire Carrier v Spot Rate Carrier for example.

Scope

This change will be applied to system version 10.6.0 on INDTST and once approved INDPRD.

Set-up

Pre-requisites

The new ‘Address Refs’ tab page will need to be authorised for use for specific user groups.

Menu Structure

‘Unchanged’

Data

• The new tab page will need to be created using the scripts in Appendix A.
• Decoded values will need to be setup for the locations.

Functional Description

Data Setup

Decoded Values

Decoded values will need to be setup for the locations so that the

The decode values may be setup in the ‘Decodes’ tab page of the ‘Import Maintenance’ screen in the ‘IMPORTS_MAINT’ form.

The ‘Decode Name’ will be ‘GOLD_LOCS’ and the ‘Decode Type’ will be ‘LOCATION’; there will then be records to map the ‘Source Value’ (e.g. ‘1’) to the ‘Target Value’ (e.g. ‘Assurance Number’) and the ‘Customer Id’ will be blank.

The items currently identified are listed below (subject to confirmation of their sequence):

SUB_REF_NAME	SUB_REF_VALUE	Decoded Value
1	VARCHAR2(200)	Assurance Number
2	VARCHAR2(200)	Assurance Scheme
3	VARCHAR2(200)	Assurance Status

Fields are passed from GOLD via ESI interface and received into C-TMS. The references are made available on reporting against the trip and order level. The XML interface is described in RIO 286642 PM-8ELM6Z Integration Orders.

Location Contact Details

To maintain the ease of use and the ability to retrieve information quickly, it is requested that up to four location contact details can be displayed on the manifest (To be covered in separate reporting RIO) and come through at order and location level and preferably be displayed in order of preference according to the user. These contact details are to appear on paperwork and also on screen.

The contacts will be uploaded into C-TMS, and thus displayed, in the sequence provided in the XML file. Up to ten sets of location contact details may be uploaded as required although only four sets will be visible in the manifest.

A new tab page called ‘Address Refs’ will be added to the ‘Locations’ screen in the ‘LOCATION’ form to display the extra address references available from the new ‘GEO_LOCATION_REFERENCES’ table.

Access to this tab page will be granted to the appropriate user groups as authorised in the ‘Access Groups’ screen:

The ‘Comments’ block in the ‘Special’ tab page will also be displayed in the ‘Address Refs’ tab page.

The address references will be displayed with the decoded values so that reference type and value is displayed in a table with two columns. The user will have the ability to add or delete references using the appropriate buttons marked with a ‘+’ or a ‘-‘ sign. Only one reference type may exist at a time as all of the address references are expected to be updated via the XML file. A list of values based on the decoded values will be available for when new references are added.

The ‘Comments’ section will be displayed at the top of the tab page with the address references displayed beneath with a vertical scrollbar available.

The address references will be stored on the new ‘GEO_LOCATION_REFERENCES’ table as created for RIO ‘286642 PM-8ELM6Z Integration Orders’.

The items currently identified are listed below (subject to confirmation of their sequence):

1. Assurance Number
2. Assurance Scheme
3. Assurance Status

Additional Reference	Value
IMP_DECODE_ENTRY.TARGET_VALUE	REFERENCE_VALUE

Each of these items will be mapped to a sub-reference identifier and a decode value setup for name ‘GOLD_LOCS’ and type ‘LOCATION’.

The ‘Address Refs’ tab page will obtain the data for the location using column ‘GEO_LOCATION_REFERENCES.LOCATION_ID’, two columns will then be displayed for the data on the table:

Reference Name	Reference Value
REFERENCE_NAME	REFERENCE_VALUE

For example,

Assurance Number	Number 1
Assurance Scheme	Scheme 1
Assurance Status	Status 1

Table Updates Required

The following script may be run to add the new ‘Address Refs’ tab page:

Update table insert into adm_form_tab (form_name, tab_name, description) values ('LOCATION','ADDRESS_REFS','Address Refs')

References

Ref No	Document Title & ID	Version	Date
1	EST-286732 DK-8EMEGM Organisation and Resource v2.0.doc	2.0	29/03/11

Glossary

Term or Acronym	Meaning
C-TMS	Calidus TMS

Document History

Version	Date	Status	Reason	Initials
0.1	01/04/11	Draft	Initial version	PDR
1.0	04/04/11	Issued	Reviewed & Issued	MJC

AUTHORISED BY

Matt Crisford	Development Manager
Peter Greer	TMSCC MTS Product Manager