End User Requirements Template - PDF by imm21050

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									                                                                             Page 1 of 20

                                                                 Doc ID: USER_MANUAL
FESS                         User Manual                                Rev 1.0
                                                                       Sep, 2003




                FRONT END SALES SYSTEM
                  Training Material
                          I
                      (Report)




                           PREPARED FOR
                   JCDECAUX PEARL & DEAN LIMITED
                                         BY
                       PIONEER ICONCEPTS LIMITED




                                  VERSION 1.0
                              SEPTEMBER 10, 2003
                           REF. NO: USER_MANUAL0309




                                PIONEER ICONCEPTS LIMITED
       29/F, DAH SING FINANCIAL CENTER, 108 GLOUCESTER ROAD, WANCHAI, HONG KONG
                       TEL:(852) 2586 1166 FAX:(852) 2866 9991
                                                                                            Page 2 of 20

                                                                               Doc ID: USER_MANUAL
     FESS                               User Manual                                   Rev 1.0
                                                                                     Sep, 2003




                             TABLE OF CONTENTS
FRONT END SALES SYSTEM .....................................................................1
 1.1    REPORT ........................................................................................4
   1.1.1    Printing criteria of Potential List of Sales Forecast .......................4
   1.1.2    Potential List of Sales Forecast.................................................6
   1.1.3    Printing criteria of Hit Rate or statistics on campaign status .........8
   1.1.4    Hit Rate or statistics on campaign status ...................................9
   1.1.5    Printing criteria of Number of Proposal Per Campaign ................ 11
   1.1.6    Number of Proposal Per Campaign (summary) ......................... 13
   1.1.7    Number of Proposal Per Campaign (Details) ............................. 15
   1.1.8    Printing criteria of new sales inquiry listing .............................. 17
   1.1.9    Sales Inquiry Listing ............................................................. 19
                                                  Page 3 of 20

                                        Doc ID: USER_MANUAL
  FESS            User Manual                  Rev 1.0
                                              Sep, 2003




     Campaign                   How to maintenance Campaign
       Menu




News Sales      Create New         Campaign                   reporting
 Enquiry         Campaign          Maintenanc


 Edit Header                                                              Potential List for
                                                                           Sales forecast
                                     Search
  Campaign
                                                                            Hit Rate or
  Resource
                                                                            statistic on

   Shell
 Document
                                    Campaign                                Number of
                                      Detail                               Proposal per
   Email
 Notification
                                                                           Sales Inquiry
  Campaign                                                                    Listing
  Objective
                                                                                   Page 4 of 20

                                                                     Doc ID: USER_MANUAL
FESS                              User Manual                               Rev 1.0
                                                                           Sep, 2003




 1.1 Report
 1.1.1 Printing criteria of Potential List of Sales Forecast
        Printing criteria of Potential List of sales Forecast
        Module                        Campaign
        Hyperlink

        User                          Sales / Administrator
        Remark                        Allow user to enter the searching criteria for printing
                                      potential list of sales forecast.



       1.1.1.1 Attribute
        Field Name                    Action      Description

        Medium                        Combo

        Advertising                   Checkbox    Default as setting On

        Exhibition                    Checkbox    Default as setting On

        Start week no of              Input       No of week for starting period of advertising
        advertising
        Start year of advertising     Combo       Year of starting period of advertising
        List of calendar of Start     Graphic     Button for popping up a calendar
        week
        End week of advertising       Input       No of week for ending period of advertising
        End year of advertising       Combo       Year of ending period of advertising
        List of calendar of ending    Graphic     Button for popping up a calendar
        week
        Starting day of exhibition    Input       Starting day of exhibition
        Starting month of             Combo       Starting month of exhibition
        exhibition
        Starting year of exhibition   Combo       Starting year of exhibition
        List of calendar of Start     Graphic     Button for popping up a calendar
        week
        Ending day of exhibition      Input       Ending day of exhibition
        Ending month of               Combo       Ending month of exhibition
        exhibition
        Ending year of exhibition     Combo       Ending year of exhibition
        End week of advertising       Input       No of week for ending period of advertising
        End year of advertising       Combo       Year of ending period of advertising
        List of calendar for ending   Graphic     Button for popping up a calendar
        period of exhibition
        Team                          Combo       Only available if the login user is team leader or
                                                  management user
                                                                       Page 5 of 20

                                                         Doc ID: USER_MANUAL
FESS                    User Manual                             Rev 1.0
                                                               Sep, 2003




       Field Name           Action    Description

       Owner                Combo     Only available if the login user is team leader or
                                      management user
       Preview              Button    Confirmation to do the printing


       Specific Logic
                                                                                 Page 6 of 20

                                                                    Doc ID: USER_MANUAL
FESS                         User Manual                                   Rev 1.0
                                                                          Sep, 2003




 1.1.2 Potential List of Sales Forecast
        Potential List of Sales Forecast
        Module                     Campaign
        Hyperlink

        User                       Sales / Administrator
        Remark                     Printing result of potential list of sales forecast.




       1.1.2.1 Attribute
        Field Name      Action     Description                                                 Length

        Printing        Display    System will print the printing criteria on the upper side
        Criteria                   of the report. The printing criteria are included
                                            Start period of advertising
                                            Ending period of adverting
                                            Start period of Exhibition
                                            Ending period of exhibition
                                            Sales
                                            Team
                                            Medium
        Sub Header      Display    The information are broken by
                                   Advertising and exhibition

        Report Details
        Each row of the information represent one campaign
        According the printing criteria, system will show the information on the page. The
        information of advertising and exhibition will be displayed in individual area.
        Campaign ID     Display

        Agency          Display
        Advertiser      Display
        Only status of campaign with 50%, 80%, 99% will be shown. And only one columns of
        the the three columns will be displayed.
        50%              Display  This is the budget of the campaign if the status of
                                  campaign is 50%
        80%              Display  This is the budget of the campaign if the status of
                                  campaign is 80%
        99%              Display  This is the budget of the campaign if the status of
                                  campaign is 90%
        Starting Period  Display  The formation of advertising is YYYY-WW where ww is
                                  week no.
                                  The formation of exhibition item is YMD.
        Ending Period    Display  The formation of advertising is YYYY-WW where ww is
                                  week no.
                                  The formation of exhibition item is YMD.
        Remark           Display  Starting day of exhibition
                                                                    Page 7 of 20

                                                          Doc ID: USER_MANUAL
FESS                      User Manual                            Rev 1.0
                                                                Sep, 2003




       Specific Logic

               This report will be grouped by the period of advertising or exhibition.
               The report is sorted by the agency, advertiser
                                                                               Page 8 of 20

                                                                  Doc ID: USER_MANUAL
FESS                           User Manual                               Rev 1.0
                                                                        Sep, 2003




 1.1.3 Printing criteria of Hit Rate or statistics on campaign status
        Printing criteria of hit Rate or statistic on campaign status
        Module                     Campaign
        User                       Sales / Administrator
        Remark                     Allow user to enter the searching criteria for printing hit rate
                                   or statistic on campaign status.



       1.1.3.1 Attribute
        Field Name      Action         Description

        Medium          Combo
        Range of        Date
        Campaign
        Creation Date
        Calendar        Button         Allow user to use a pop-up calendar
        Team            Combo          Only available if the login user is team leader or management
                                       user
        Owner           Combo          Only available if the login user is team leader or management
                                       user
        Preview         Button         Confirmation to do the printing
                                                                                   Page 9 of 20

                                                                     Doc ID: USER_MANUAL
FESS                          User Manual                                   Rev 1.0
                                                                           Sep, 2003




 1.1.4 Hit Rate or statistics on campaign status
        Potential List of Sales Forecast
        Module                      Campaign
        User                        Sales / Administrator
        Remark                      Hit Rate or statistic on campaign status




       1.1.4.1 Attribute
        Field Name        Action        Description

        Printing          Display       System will print all printing criteria on the upper side of
        Criteria                        the report. The printing criteria are included
                                                 Medium
                                                 Range of date of campaign creation
                                                 Sales
                                                 Team
        Report Details
        Each row is the total counter of number of campaign with a specific status
        Status          Display        The following is the status of the system
                                                Initial
                                                50% chance
                                                80% chance
                                                99% chance
                                                Confirmed
                                                Failed

        No. of            Display       Total no of campaigns, which are in such status and are
        campaign                        created in a specific period.

        Status            Display
        Percentage        Display       = No of Campaign of such status / Total no of campaign *
                                        100%
        Total No. of      Display       Total no of campaign are created in a specific period
        campaign

        Specific Logic

                   The printing sequence will follow the status sequence, which is shown
                   as bellows.
                              Page 10 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003
                                                                                 Page 11 of 20

                                                                    Doc ID: USER_MANUAL
FESS                          User Manual                                  Rev 1.0
                                                                          Sep, 2003




 1.1.5 Printing criteria of Number of Proposal Per Campaign
        Printing criteria of hit Rate or statistic on campaign status
        Module                      Campaign
        User                        Sales / Administrator
        Remark                      Allow user to enter the searching criteria for printing number
                                    of proposal per campaign



       1.1.5.1 Attribute
        Field Name                  Action        Description

        Medium                      Combo         This is a field for the user to define no of option
                                                  on the question
                                                  For question without option, user can enter 0.
                                                  The default value of the field is 0.

        Campaign ID                 Input         User can specific a campaign for printing
        Starting day of creation    Input         Starting day of exhibition
        date
        Starting month of           Combo         Starting month of exhibition
        campaign creation date
        Starting year of campaign   Combo         Starting year of exhibition
        creation date
        List of calendar            Graphic       Button for popping up a calendar
        Ending day of campaign      Input         Ending day of exhibition
        creation date
        Ending month of             Combo         Ending month of exhibition
        campaign creation date
        Ending year of campaign     Combo         Ending year of exhibition
        creation date
        List of calendar            Graphic       Button for popping up a calendar
        Type of report              Combo         There are two type of report.
                                                          Summary
                                                          Details

        Team                        Combo         Only available if the login user is team leader or
                                                  management user
        Owner                       Combo         Only available if the login user is team leader or
                                                  management user
        Preview                     Button        Confirmation to do the printing
                              Page 12 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003
                                                                                    Page 13 of 20

                                                                        Doc ID: USER_MANUAL
FESS                            User Manual                                    Rev 1.0
                                                                              Sep, 2003




 1.1.6 Number of Proposal Per Campaign (summary)
        Potential List of Sales Forecast
        Module                         Campaign
        User                           Sales / Administrator
        Remark                         Number of proposal per campaign (summary)




       1.1.6.1 Attribute
        Field Name           Action          Description

        Printing Criteria    Display         System will print all the printing criteria on the upper
                                             side of the report. The printing criteria are included
                                                       Starting period of campaign creation date
                                                       Ending period of campaign creation date
                                                       Sales
                                                       Team
                                             Medium


        Campaign ID          Display

        Agency               Display
        Advertiser           Display
        Product              Display
        Period for           Display
        advertising
        Period for           Display
        Exhibition
        No of proposal       Display         Counter of proposal uploaded into the system
                                             If there is 1 proposal with 10 version uploaded, system
                                             will count as 1 proposal only
        No of other          Display
        resource

        Specific Logic

                  This report will be grouped by the period of advertising or exhibition.
                  The report is sorted by the agency, advertiser
                              Page 14 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003
                                                                          Page 15 of 20

                                                                Doc ID: USER_MANUAL
FESS                             User Manual                           Rev 1.0
                                                                      Sep, 2003




 1.1.7 Number of Proposal Per Campaign (Details)
        Potential List of Sales Forecast
        Module                       Campaign
        Hyperlink

        User                         Sales / Administrator
        Remark                       Number of proposal per campaign (Details)




       1.1.7.1 Attribute
                                                  Descripti
        Field Name                   Action                   Length   Comments
                                                  on
        Printing Criteria            Display                           System will print all printing
                                                                       criteria on the upper side of
                                                                       the report. The printing
                                                                       criteria are included
                                                                                 Start period of
                                                                                 campaign creation
                                                                                 Date
                                                                                 Ending period of
                                                                                 Campaign creation
                                                                                 date
                                                                                 Sales
                                                                                 Team
                                                                                 Medium
        Report Details
        Each row of the information represent one upload of a document
        Campaign ID               Display

        Agency                       Display
        Advertiser                   Display
        Product                      Display
        Period for advertising       Display
        Period for Exhibition        Display
        Document Type                Display                           Type of document
        Version                      Display
        Upload date


        Specific Logic

                  The report is sorted by the agency, advertiser
                              Page 16 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003
                                                                              Page 17 of 20

                                                                  Doc ID: USER_MANUAL
FESS                          User Manual                                Rev 1.0
                                                                        Sep, 2003




 1.1.8 Printing criteria of new sales inquiry listing
        Printing criteria of hit Rate or statistic on campaign status
        Module                     Campaign
        User                       Sales / Administrator
        Remark                     Allow user to enter the searching criteria for listing new
                                   sales inquiry



       1.1.8.1 Attribute
        Field Name                 Action        Description

        Starting Input date        Input         Starting input date of the news sales inquiry
        Calendar                   Button        Click to pop up a calendar
        Ending Input date          Input         Input date of news sales inquiry
        Calendar                   Graphic       Button for popping up a calendar
        Team                       Combo         Only available if the login user is team leader or
                                                 management user
        Owner                      Combo         Only available if the login user is team leader or
                                                 management user
        Preview                    Button        Confirmation to do the printing
                              Page 18 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003
                                                                                  Page 19 of 20

                                                                      Doc ID: USER_MANUAL
FESS                            User Manual                                  Rev 1.0
                                                                            Sep, 2003




 1.1.9 Sales Inquiry Listing
        Sales Inquiry Listing
        Module                        Campaign
        User                          Sales / Administrator
        Remark                        Sales Inquiry Listing




       1.1.9.1 Attribute
        Field Name          Action         Description

        Printing Criteria   Display        System will print all the printing criteria on the upper
                                           side of the report. The printing criteria are included
                                                     Range of Input date
                                                     Owner
                                                     Team


        Campaign ID         Display

        Status              Display
        Owner               Display
        Assign Date         Display
        Inquiry from        Display
        filled by
        Add Date            Display
        Click to see the    Button         Click to see the details
        details of sales
        inquiry
        Preview             Button         Click to print
                              Page 20 of 20

                     Doc ID: USER_MANUAL
FESS   User Manual          Rev 1.0
                           Sep, 2003

								
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