Virtual Groups for NATP

From UG

(Difference between revisions)

Jump to: navigation, search

Revision as of 15:46, 30 September 2010

General info

parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1908

Business Requirements

See New Arden Trucking Project NATP (main)#Virtual Groups

Virtual Group Classifiers

Definitions:
- Virtual Group is a subset of all records. Every CT that belongs to that group should satisfy given criteria.
- Let's call criteria above Virtual Group Classifiers. These are basically filters that define what is in the group and what is out.

Complete List of Virtual Group Classifiers

See Reports_Filters#Virtual_Group_Filters

General Wizard

Developer's Note: please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).

General Wizard will be used to define a Virtual Group - to dfine list of CTs that will constitute particular group.
- This preliminary step is required for any action related to Virtual Groups.

General Wizard Steps

General Wizard. Step 1.

Option 1. Define by Classifiers

List of filters above is from #Virtual Group Classifiers

Filters Are Activated by Checkbox

Checkbox in front of the filter indicates if this filter is active or not (must be added as a report condition or not)
By default all filters are not selected (not active)
By selecting filter this filter is added to report conditions
By un-selecting filter this filter is removed from report conditions
Note: Similar functionality is implemented in In Transit Report

Option 2. Define by CT list

This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on List CTs.

General Wizard. Step 2.

See #Columns for Group List for list of columns on Figure above

Columns for Group List

CT#CT Num
CT#Shipper, Company only
CT#Shipper, City
CT#Shipper, State
CT#Consignee, Company only
CT#Consignee, City
CT#Consignee, State
CT#Pick up Trucker
CT#Actual Pick up Date // if empty then show CT#Estimated Pick up Date // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
CT#Delivery Trucker
CT#Actual Delivery Date // if empty then show CT#Estimated Delivery Date // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)

Misc

Paging - optional
Sorting - by CT#
columns sortable? for now - no

General Wizard Step 3

If user clicks on "Apply" button then system will produce pop up with relevant user interface - see #Actions

Multiple E0 case

If CTs produced at #General Wizard. Step 2. do not share same E0 company then system will disable Billing and Documentation choices and print this message:

Warning: "Billing" and "Generate Documents" choices are disabled 
Reason: Virtual Group contain multiple E0 Client values

Actions

NATP Actions through Virtual Group Wizard

Depending on the choice of Action user will be directed to specific UI. See list below:

Schedule_Report_for_Virtual_Group
Generate Report for Virtual Group

NATP Actions outside of Virtual Group Wizard

Added --Alex 19:38, 10 April 2010 (UTC)

History

@@ Line 95: / Line 95: @@
 Depending on the choice of Action user will be directed to specific UI. See list below:
+* [[File Upload for Virtual Group]]
 * [[Update Fields for Virtual Group]]
 * [[Documents_for_Virtual_Group]]
 * [[Billing for Virtual Group]]
+* [[Comment for Virtual Group]]
-* [[File Upload for Virtual Group]]
 <strike>
@@ Line 106: / Line 105: @@
 * [[Generate Report for Virtual Group]]
 </strike>
 === NATP Actions outside of Virtual Group Wizard ===