EST 295940 LD-8QNK64 Create Portal Outbound Control screen

STATEMENT OF WORK CHANGE REQUEST ESTIMATE

Client	DHL	Project	EMEA	Site	HC-CTI
Client Reference	LD-8QNK64	Aptean Reference	295940	Estimate Version	1.0
Prepared By	Tony Walker			Estimate Date	31/01/12
Invoice Reference	PO-8902003			Priority	3
Customer	Various			System Version	Portal: 4.3

Client Request

As per FS 294817, SCR-294817-2: Create Portal Outbound Control screen. Please take under consideration all comments for this section from attached "CT Global Order Well v0 3 - initial spec.rtf". A new button "POD details" should be added on top of the specified in this SCR. It should enable user to enter information on: who sign for the parcel, date and time It should update information entered on Unison Oracle screen "POD confirmation" SOS3000.

Aptean Solution

The order will be created in CALIDUS WMS and allocated by the Cherwell staff. Any orders that have been created through the EDI process will simply be allocated by the Cherwell staff. Any orders that have been manually entered by the Cherwell staff must be double-checked (to ensure that the Serial Number information has been keyed correctly). The process for this will be: The order will be keyed by one user. A second user will regularly show a list of all manually-entered orders at Entered status, through the standard CALIDUS WMS reports. The list will show all serial numbers entered against the orders. For each order on the list, the user will check the serial numbers on this list. If they are correct, this user will then allocate the order and move onto the next on the list, until all are completed. If the order's serial numbers do not match, the user will amend the order with the correct serial numbers, then allocate the order. A new screen within CALIDUS Portal will display a list of all available orders for that depot. A number of filters will be available for the users to filter what is displayed: A drop-down list of Studies (i.e. Owners) will be available to allow the users to see Orders just for a particular study. A check box will be available to allow the users to elect to show all Orders (included completed ones) rather than just pending ones, only if the user has chosen to filter a particular study. A Drop-down List of Statuses will be available to allow the user to see Orders at that particular status. A filter box to allow the user to enter a specific Order Number (matching anything close to the reference entered). The filters will default to show all incomplete orders for all studies. The screen will limit the number of Orders displayed on the grid to a reasonable number (e.g. 20), with buttons to fetch the next/previous pages of data. The details displayed for Orders found will be: Alert - showing whether a problem has been reported. Order Reference Priority Status: Pending - Any orders at status Allocated or Pick Listed. Picked - Any orders at status Pick Confirmed. Packed - Any orders at status Pick Confirmed with Pack information entered against them. Despatched - Any orders at status Despatched. POD Confirmed - Any orders at a later order status (POD Confirmed, Invoiced, etc). Cancelled - Any cancelled orders. Note: None of the subsequent buttons or actions can affect Cancelled orders. Selected - this will be a check box for the user to select which orders are to be actioned. There will also be a button above this column allowing the user to select all orders displayed on the grid. Note that if there are multiple pages of orders, only those displayed on the grid can be selected at the same time. The Alert icon can be clicked to display any Emails/Problems that have been reported on the order through a pop-up screen. A number of action buttons will be provided to work on the orders selected. These buttons will be disabled depending on the status of the orders, as described below. A Print button will be available. If the orders are at status 'Pending', this button will print Pick Lists for all the orders selected. Multiple orders can be selected when clicking this button. On printing pick lists, this button will update the status of the selected orders to Pick Listed, if they are not already at Pick Listed status. The Pick List produced will be a simple list of the order information, followed by each product, then the Serial Numbers against each product. The Serial numbers will be displayed in the sequence in which they are held on CALIDUS WMS. A Watermark will be shown behind each page, showing that this list is for internal use only. The lists can then be printed directly from the user's browser. If the orders selected are at 'Despatched' status, this button will print a Despatch note for all the orders selected. Multiple orders can be selected when clicking this button. The Despatch note produced will be a simple list of the order information, followed by each product, then the Serial Numbers against each product. The Serial numbers will be ordered ascending and displayed in this sequence. The notes can then be printed directly from the user's browser. Note: If orders at multiple statuses are selected, all buttons will be immediately disabled - only orders at a single status can be processed together. Note: If any order selected has an Alert against it, all buttons will be immediately disabled, as all processing of orders against with an alert will be completed through CALIDUS WMS by the Cherwell staff. Note: If an order is selected that is not at Pending or Despatched status, this button will be disabled. A Pick/Pack Confirm button will be available. If the order selected is at status 'Pending', this button will call a Pick Pack screen, described later. Note that only a single order can be processed by this button - if more than one order is selected, the button should be disabled. Note: If an order is selected that is not at Pending status, this button should be disabled. A Despatch button will be available. If the order selected is at status 'Packed', this button will display a confirmation dialogue, showing the Order details and the user name, as before. If the user confirms that they wish to continue with the despatch, the system will update the order to Despatched within CALIDUS WMS. The Despatched date and time will be set to the current date and time, and the user will be set to the logged-in user ID. Once completed, the Despatch note will be displayed (as with the Print button above). Note: Only a single order can be processed by this button - if more than one order is selected, the button should be disabled. Note: If an order is selected that is not at Packed status, this button will be disabled. A POD Details button will be available. If the order selected is at status 'Despatched', this button will display a confirmation dialogue, showing the Order details and the user name, as before. This screen will also request the POD Confirmed Date and Time, as well as the contact who has signed for the parcels. If the user confirms that they wish to continue with the POD Confirmation, the system will update the order to Pod Confirmed status within CALIDUS WMS. The POD Confirmed date and time will be set to the date and time entered, and the user will be set to the logged-in user ID. Note: Only a single order can be processed by this button - if more than one order is selected, the button should be disabled. Note: If an order is selected that is not at Despatched status, this button will be disabled. A Report Problem button will be available at any status. If this button is pressed, this button will display a confirmation dialogue, showing the Order details and the user name, as before. If the user confirms that they wish to continue with reporting a problem, the system will display a form to allow the user to enter details of an email. The Email recipient and some of the details will be pre-set on the form. On clicking OK, the email will be sent directly through the client's email program. The details of the email will also be saved in CALIDUS WMS on a new table created for this purpose. Note: Only a single order can be processed by this button - if more than one order is selected, the button should be disabled.

Warning:

Unknown costs for client/year (DHL/2012)

Cost Details
Activity	Hours	Rate per hour (£)	Cost (£ Exc. VAT)
Requirements	0.00	0.00	£0.00
Change Request Evaluation	0.00	0.00	£0.00
Functional Specification	1.50	0.00	£0.00
Technical Specification	0.00	0.00	£0.00
Development	10.00	0.00	£0.00
Testing and Release	2.00	0.00	£0.00
Implementation	0.00	0.00	£0.00
TOTAL	13.50		£0.00

Estimate excludes training, release to live and go live support.

Copyright © Aptean 2012. This estimate has an expiry date of 30 days from the specified Estimate Date. The information contained herein is supplied without liability for errors or omissions.