CT and Master Templates
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[[Category:Ops Common]] | [[Category:Ops Common]] | ||
+ | [[Category:Ops Master]] | ||
+ | |||
+ | == Business Requirements == | ||
+ | TBD | ||
+ | |||
+ | == Parent Mantis == | ||
+ | |||
+ | * parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1801 | ||
+ | |||
+ | == CT Templates == | ||
+ | |||
+ | See Figures ... | ||
+ | |||
+ | |||
+ | == Master Templates == | ||
+ | |||
+ | === Create Master Template === | ||
+ | |||
+ | To create template user must go to [[#Figure 1: Template management center]]. | ||
+ | |||
+ | *1) choose appropriate tab for MOT | ||
+ | *2) click on Create - pop up will appear | ||
+ | *3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee) | ||
+ | *4) enter (text) field - this is a just a note | ||
+ | *5) click on Save - system will create new template and pull values for fields defined in [[#Master Template Fields]] into template from selected above record | ||
+ | |||
+ | === Create Master based on Template === | ||
+ | |||
+ | *1) Go to [[#Figure 4: Create M based on template]] | ||
+ | *2) Select Mode - system will display a list of all relevant templates | ||
+ | *3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in [[#Figure 2: Create CT based on template]]) | ||
+ | *4) click Create - system will create new master and pull values from [[#Master Template Fields]] on template into Master | ||
+ | |||
+ | === Apply Master Template to selected Master === | ||
+ | |||
+ | *1) select Template from drop down and and click "apply template" - system will pull values from [[#Master Template Fields]] on template into Master (overwriting existing values) | ||
+ | |||
+ | === Master Template Fields === | ||
+ | |||
+ | ==== Master Air ==== | ||
+ | * Gen Tab: Shipper, Consignee, Notify | ||
+ | * Details Tab: 1,5,11a,13a,14a,16 | ||
+ | |||
+ | ==== Master Ocean ==== | ||
+ | * Gen Tab: Shipper, Consignee | ||
+ | * 1, 2, 5, 11a, 12a, 13a, 14a, 15a, 16 | ||
+ | |||
+ | ==== Master Truck ==== | ||
+ | * Gen Tab: Shipper, Consignee, Notify, Pick Up, Delivery Address, Origin Trucker | ||
== Figures == | == Figures == | ||
- | === Figure 1 === | + | === Figure 1: Template management center === |
[[File:Template management center.JPG]] | [[File:Template management center.JPG]] | ||
- | === Figure 2 === | + | === Figure 2: Create CT based on template === |
[[File:Create CT based in template.JPG]] | [[File:Create CT based in template.JPG]] | ||
- | === Figure 3 === | + | === Figure 3: Apply template === |
[[File:Apply template.JPG]] | [[File:Apply template.JPG]] | ||
- | === Figure 4 === | + | === Figure 4: Create M based on template === |
[[File:Create M based on template.JPG]] | [[File:Create M based on template.JPG]] | ||
+ | |||
+ | === Figure 5: Apply Master template === | ||
+ | [[File:Apply Master template.JPG]] | ||
+ | |||
+ | == History == | ||
+ | |||
+ | === m380 === | ||
+ | * 0000380: (*ph1)(CT/Master Templates) Add Master Templates feature | ||
+ | * see [[#Master Templates]] | ||
+ | |||
+ | === nu 0002401: (CT/Master Templates) Add Import Templates feature === |
Current revision as of 20:11, 20 October 2010
Contents |
[edit] Business Requirements
TBD
[edit] Parent Mantis
- parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1801
[edit] CT Templates
See Figures ...
[edit] Master Templates
[edit] Create Master Template
To create template user must go to #Figure 1: Template management center.
- 1) choose appropriate tab for MOT
- 2) click on Create - pop up will appear
- 3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee)
- 4) enter (text) field - this is a just a note
- 5) click on Save - system will create new template and pull values for fields defined in #Master Template Fields into template from selected above record
[edit] Create Master based on Template
- 1) Go to #Figure 4: Create M based on template
- 2) Select Mode - system will display a list of all relevant templates
- 3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in #Figure 2: Create CT based on template)
- 4) click Create - system will create new master and pull values from #Master Template Fields on template into Master
[edit] Apply Master Template to selected Master
- 1) select Template from drop down and and click "apply template" - system will pull values from #Master Template Fields on template into Master (overwriting existing values)
[edit] Master Template Fields
[edit] Master Air
- Gen Tab: Shipper, Consignee, Notify
- Details Tab: 1,5,11a,13a,14a,16
[edit] Master Ocean
- Gen Tab: Shipper, Consignee
- 1, 2, 5, 11a, 12a, 13a, 14a, 15a, 16
[edit] Master Truck
- Gen Tab: Shipper, Consignee, Notify, Pick Up, Delivery Address, Origin Trucker
[edit] Figures
[edit] Figure 1: Template management center
[edit] Figure 2: Create CT based on template
[edit] Figure 3: Apply template
[edit] Figure 4: Create M based on template
[edit] Figure 5: Apply Master template
[edit] History
[edit] m380
- 0000380: (*ph1)(CT/Master Templates) Add Master Templates feature
- see #Master Templates