Hold Until Date Analysis - Revision history

Russ horton: /* User C.R. */

2016-05-31T21:42:52Z

User C.R.

← Older revision		Revision as of 21:42, 31 May 2016
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	*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.		*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.
	*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, now confirmed this is an option in ShipJunction.		*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, now confirmed this is an option in ShipJunction.
	*If SJ is an option, we'll need to explore [[Staging]] and/or export mods that could be needed (e.g. pickup date) and of course see if their items can be setup as ship in own box.		*If SJ is an option, we'll need to explore the [[Staging Module]] and/or export mods that could be needed (e.g. pickup date) and of course see if their items can be setup as ship in own box.
	*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. We need to confirm if they need the pickup date included in that email.		*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. We need to confirm if they need the pickup date included in that email.

Russ horton: /* User C.R. */

2016-05-31T21:42:22Z

User C.R.

← Older revision		Revision as of 21:42, 31 May 2016
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	*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.		*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.
	*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, now confirmed this is an option in ShipJunction.		*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, now confirmed this is an option in ShipJunction.
	*If SJ is an option, we'll need to explore Staging and/or export mods that could be needed (e.g. pickup date) and of course see if their items can be setup as ship in own box.		*If SJ is an option, we'll need to explore [[Staging]] and/or export mods that could be needed (e.g. pickup date) and of course see if their items can be setup as ship in own box.
	*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. We need to confirm if they need the pickup date included in that email.		*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. We need to confirm if they need the pickup date included in that email.

Russ horton: /* Overview */

2016-05-25T23:33:51Z

Overview

← Older revision		Revision as of 23:33, 25 May 2016
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	=Overview=		=Overview=
	Companies with heavy seasonal business may be taking orders well in advance of the ~~holiday~~ and, when the holiday is close to arriving, ~~the user finds~~ themselves with the monumental task of shipping thousands of packages a day where they otherwise would normally process ~~100 or less~~. The request from these companies is the ability to prepare these shipments weeks in advance, when they are slower, in order to even out the workload.		Companies with heavy seasonal business may be taking orders well in advance of the holidays and, when the holiday is close to arriving, find themselves with the monumental task of shipping thousands of packages a day where they otherwise would normally process a fraction of that. The request from these companies is the ability to prepare these shipments weeks in advance, when they are slower, in order to even out the workload.

	=Current Challenges=		=Current Challenges=

Russ horton: /* Use Cases */

2015-11-13T22:49:05Z

Use Cases

← Older revision		Revision as of 22:49, 13 November 2015
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	[[Category:Specs]]		[[Category:Specs]]
	[[Category:~~Published~~]]		[[Category:Pending]]

Russ horton: /* Concerns */

2014-04-25T18:53:13Z

Concerns

← Older revision		Revision as of 18:53, 25 April 2014
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	=Concerns=		=Concerns=
	*Does CMS need to enforce or warn about carrier's delayed pickup date limitations when releasing a HUD order early?		*Does CMS need to enforce or warn about carrier's delayed pickup date limitations when releasing a HUD order early?
	**USPS only allows 7 days advance		**USPS only allows 7 days advance (package must be shipped on the selected date)
	**UPS allows 6 months advance		**UPS allows 6 months advance (package can be shipped any time regardless of pickup date selected, date not printed on label)
	**FedEx - Freight must be today, Ground up to 14 days, Air ~~services only can be delayed until next shipping day~~		**FedEx - Freight must be today, Ground/Air up to 14 days (package must be shipped on the selected date) (ShipJunction only supports future dates for Air presently)
	*Should there be an indication to the operator that this order has been processed/labeled so they do not edit (outright deny edits?)		*Should there be an indication to the operator that this order has been processed/labeled so they do not edit (outright deny edits?)
	*When is the payment processed? Any concern with authorization on release if shipping/capture occurs after the auth expires?		*When is the payment processed? Any concern with authorization on release if shipping/capture occurs after the auth expires?

Russ horton: /* HUD */

2014-04-25T01:25:30Z

HUD

← Older revision		Revision as of 01:25, 25 April 2014
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	===HUD===		===HUD===
	Explore the "Hold Until Date" idea. Order could be a mix of HUC and HUD and could only fulfill if both were met. Possibly an HUC fulfillment would be allowed to occur but remain on HUD if the date has not been met. How then are HUD's released and how would we handle an early release so its original date could be retained for use in passing through to the shipping integrations for Pickup Date. Seems to require a new HUD tab in Fulfillment Manager. Like Future Ships, seems there should be an override option. Could future ships and HUD be merged and released from the same list (like we do for HUC) or should they remain separate?		Explore the "Hold Until Date" (HUD) idea. Order could be a mix of Hold Until Complete (HUC) for back orders and HUD for future ships and could only fulfill if both were met. Possibly an HUC fulfillment would be allowed to occur but remain on HUD if the date has not been met. How then are HUD's released and how would we handle an early release so its original date could be retained for use in passing through to the shipping integrations for Pickup Date. Seems to require a new HUD tab in Fulfillment Manager. Like Future Ships, seems there should be an override option. Could future ships and HUD be merged and released from the same list (like we do for HUC) or should they remain separate?

	==Use Cases==		==Use Cases==

Russ horton: /* Concerns */

2014-04-25T01:24:19Z

Concerns

← Older revision		Revision as of 01:24, 25 April 2014
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	**UPS allows 6 months advance		**UPS allows 6 months advance
	**FedEx - Freight must be today, Ground up to 14 days, Air services only can be delayed until next shipping day		**FedEx - Freight must be today, Ground up to 14 days, Air services only can be delayed until next shipping day
	*~~Some~~ indication to the operator that this has been processed/labeled so they do not edit		*Should there be an indication to the operator that this order has been processed/labeled so they do not edit (outright deny edits?)
	*When is the payment processed? Any concern with authorization on release if shipping/capture occurs after the auth expires?		*When is the payment processed? Any concern with authorization on release if shipping/capture occurs after the auth expires?
	*For an order that is labeled but not shipped, what is the recourse for an operator to modify or return the order (i.e. customer calls to alter gift message after label printed)		*For an order that is labeled but not shipped, what is the recourse for an operator to modify or return the order (i.e. customer calls to alter gift message after label printed)
	*If we are allocating early to orders shipping in the future, there is a greater chance the item will not actually be on the shelf when it comes time to pick. Should any provision be made to explicitly handle this (removing the item from the order without restocking) or is it up to the user to simply do what they'd have to do today which is remove the item from the order and manually adjust stock (and contact the customer)?		*If we are allocating early to orders shipping in the future, there is a greater chance the item will not actually be on the shelf when it comes time to pick (e.g. being wary of inventory adjustments or someone not knowing it was allocated so grabs it). Should any provision be made to explicitly handle this such as removing the item from the order without restocking or is it up to the user to simply do what they'd have to do today which is remove the item from the order and manually adjust stock (and contact the customer)?
	*For items that have fixed availability (the primary impetus of wanting to allocate at the time of order) should they be set as discontinued to disallow back orders or do we need a new flag that doesn't set it as discontinued but also does not allow back ordering?		*For items that have fixed availability (the primary impetus of wanting to allocate at the time of order) should they be set as discontinued to disallow back orders or do we need a new flag that doesn't set it as discontinued but also does not allow back ordering?

Russ horton: /* User C.R. */

2014-04-25T01:13:31Z

User C.R.

← Older revision		Revision as of 01:13, 25 April 2014
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	*Early fulfillment of future orders typically only done from Nov 15 through the end of the holiday season. Most orders are all for single item per recipient and the desire is to print the shipping label in advance since the weight is known and is judged to be inefficient and impractical to weigh each package both due to known weight in advance and lack of space in the warehouse.		*Early fulfillment of future orders typically only done from Nov 15 through the end of the holiday season. Most orders are all for single item per recipient and the desire is to print the shipping label in advance since the weight is known and is judged to be inefficient and impractical to weigh each package both due to known weight in advance and lack of space in the warehouse.
	*No micro-managing of orders to release. Releasing FIFO in small batches of 25 presently (due to limited space/staff).		*No micro-managing of orders to release. Releasing FIFO in small batches of 25 presently (due to limited space/staff).
	*Currently using a UPS Crossware custom solution to monitor our UPS XML and grab the appropriate future ship date from the CMS database. Ideally any solution implemented would do away with ~~this but, if nothing else, must be planned for at least to have removed~~.		*Currently using a UPS Crossware custom solution to monitor our UPS XML and grab the appropriate future ship date from the CMS database. Ideally any solution implemented would do away with the Crossware piece.
	*Using a custom utility RWD wrote to convert spreadsheets of corporate orders into our XML format. This would likely need to be modified to make ~~user~~ of HUD instead of future ship dates (if HUD is settled on).		*Using a custom utility RWD wrote to convert spreadsheets of corporate orders into our XML format. This would likely need to be modified to make use of HUD instead of future ship dates (if HUD is settled on).
	*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.		*They are using CV3 for their web orders, would need a way to translate their future ship orders to HUD orders on import.
	*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, ~~not currently~~ an option in ShipJunction~~. Exploring that option with Joe@SJ and advised CR to consider if they could live with FedEx/UPS only (so far no)~~.		*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, now confirmed this is an option in ShipJunction.
	*If SJ is an option, need to explore Staging mods that could be needed and of course see if their items can be setup as ship in own box.		*If SJ is an option, we'll need to explore Staging and/or export mods that could be needed (e.g. pickup date) and of course see if their items can be setup as ship in own box.
	*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. ~~Should~~ confirm if they need the pickup date included in that email.		*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. We need to confirm if they need the pickup date included in that email.

	===L.O.===		===L.O.===

Russ horton: /* Ideas for the Solution */

2014-04-22T23:50:14Z

Ideas for the Solution

← Older revision		Revision as of 23:50, 22 April 2014
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	*No -2 fulfillment invoice		*No -2 fulfillment invoice
	*Released from Hold Manager (does release change/update any dates on the order, invoice, package, payment, etc?)		*Released from Hold Manager (does release change/update any dates on the order, invoice, package, payment, etc?)
			*Normally the hold data is deleted from Invoice_Holds when the hold is lifted. We'd need to keep that date somewhere in the order/invoice/package to facilitate proper processing of the label and its future pickup date. Date will undoubtedly have other uses for display, printing, confirmations, etc. (tbd)
	*Integrations		*Integrations
	**Mods to our XML integration to pass the pick-up date which we know to work		**Mods to our XML integration to pass the pick-up date which we know to work

Russ horton: /* User C.R. */

2014-04-22T23:47:55Z

User C.R.

← Older revision		Revision as of 23:47, 22 April 2014
Line 62:		Line 62:
	*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, not currently an option in ShipJunction. Exploring that option with Joe@SJ and advised CR to consider if they could live with FedEx/UPS only (so far no).		*Currently producing gift cards by hand which they need to get away from. The idea of an integrated form (i.e. ShipJunction) seemed ideal with picking details, detachable gift card, and peel off shipping label. They are pretty set on having USPS shipping capability due to cost savings, not currently an option in ShipJunction. Exploring that option with Joe@SJ and advised CR to consider if they could live with FedEx/UPS only (so far no).
	*If SJ is an option, need to explore Staging mods that could be needed and of course see if their items can be setup as ship in own box.		*If SJ is an option, need to explore Staging mods that could be needed and of course see if their items can be setup as ship in own box.
			*They suggested that they could be quite happy to have CMS set a shipped date today with an advanced ship date and have their confirmation emails go today, saying that they would change the wording in the email to indicate a label has been generated but hasn't shipped yet. Should confirm if they need the pickup date included in that email.

	===L.O.===		===L.O.===