CT and Master Templates

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

[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

[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

File:Template management center.JPG

[edit] Figure 2: Create CT based on template

File:Create CT based in template.JPG

[edit] Figure 3: Apply template

File:Apply template.JPG

[edit] Figure 4: Create M based on template

File:Create M based on template.JPG

[edit] Figure 5: Apply Master template

File:Apply Master template.JPG

[edit] History

[edit] m380

  • 0000380: (*ph1)(CT/Master Templates) Add Master Templates feature
  • see #Master Templates

[edit] nu 0002401: (CT/Master Templates) Add Import Templates feature

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