EST 308844 Load ID Generation

STATEMENT OF WORK CHANGE REQUEST ESTIMATE

Client	ALS	Project	EPOD	Site	.
Client Reference	N/A	Aptean Reference	308844	Estimate Version	0.1
Prepared By	A N Walker			Estimate Date	08/05/13
Invoice Reference	(NOT YET PROVIDED)			Priority	1
Customer	N/A			System Version	1.2

Client Request

Load ID generation

Aptean Solution

The CALIDUS eSERV Admin system and database will be modified to fulfil the requirements. The purpose of the solution is to make changes so that Load ID becomes non-essential to the process, if the site is configured to allow Automatic Load Generation (a new flag against the Site). If configured, the Job Details screen will change as follows: When adding a new Job or editing an existing Job, the pop-up will be changed to remove the Load selection drop-down list and replace this with a list of all users in the system. This will also include an "Unallocated" option. Any users with multiple available Loads will be listed once for each open Load, showing the Start Planned Date in brackets next to it. When a new or amended load is saved, the process will first look for any available Load (i.e. at status "Pending", "Assigned" or "In Progress") for the user. If one is found, the Load ID found will be stamped onto the Job. If more than one is found, the load with the latest Start Planned Date and Time will be selected, and this Load ID will be stamped onto the Job. If one is not found, a new load will be created, allocated to the user selected, and this Load ID stamped against the Job. If the user selects the "Unallocated" option (the default), the Load ID will be removed from the Job. When selecting existing jobs through the Find button, the existing Load criteria will be removed, replaced with a selection of only users that have available loads, an option to choose "Unallocated" and an option for no selection at all (a blank value, the default). When Search is clicked: If a user is chosen, any jobs for any available loads for the selected user will be displayed (subject to other entered selection criteria) If "Unallocated" is chosen, any jobs that have not been allocated to a user will be displayed (subject to other entered selection criteria) If the blank value is chosen, all jobs will be displayed (subject to other entered selection criteria) Note: This mechanism, if enabled, does not allow for the manual selection of Load ID, but only for selection of a load ID on a specific day. This does not prevent multiple Load IDs being created on one day for one user, just that this must be done manually if required, using the existing Load Maintenance screen. It is not expected that this will negatively impact the client. With this process, the Load ID becomes less relevant to the process, in that the Load ID keeps the same system-generated reference, but the selection of the Load is easier for the user. In addition, Load Creation is automated for the user, making it quicker to get through the process of creating Loads.

Warning:

Unknown costs for client/year (ALS/2013)

Cost Details
Activity	Hours	Rate per hour (£)	Cost (£ Exc. VAT)
Requirements	0.00	0.00	£0.00
Change Request Evaluation	0.25	0.00	£0.00
Functional Specification	0.50	0.00	£0.00
Technical Specification	0.00	0.00	£0.00
Development	2.50	0.00	£0.00
Testing and Release	0.75	0.00	£0.00
Implementation	0.00	0.00	£0.00
TOTAL	4.00		£0.00

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

Copyright © Aptean 2013. 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.