247529

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

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

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