CT and Master Templates

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Revision as of 13:58, 1 April 2010 (edit) Alex (Talk | contribs) (→Figure 2: Create CT based in template) ← Older edit		Current revision as of 20:11, 20 October 2010 (edit) (undo) Tracie (Talk | contribs)
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	[[Category:Ops Master]]		[[Category:Ops Master]]
-	== Intro ==	+	== Business Requirements ==
		+	TBD
		+
		+	== 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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	=== Create Master Template ===		=== 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 ===		=== 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 ===		=== 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 ==
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	[[File:Template management center.JPG]]		[[File:Template management center.JPG]]
-	=== Figure 2: Create CT based in template ===	+	=== Figure 2: Create CT based on template ===
-	[[File:Create CT based on template.JPG]]	+	[[File:Create CT based in template.JPG]]
	=== Figure 3: Apply template ===		=== Figure 3: Apply template ===
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	=== Figure 5: Apply Master template ===		=== Figure 5: Apply Master template ===
	[[File:Apply Master template.JPG]]		[[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 1 Business Requirements 2 Parent Mantis 3 CT Templates 4 Master Templates 4.1 Create Master Template 4.2 Create Master based on Template 4.3 Apply Master Template to selected Master 4.4 Master Template Fields 4.4.1 Master Air 4.4.2 Master Ocean 4.4.3 Master Truck 5 Figures 5.1 Figure 1: Template management center 5.2 Figure 2: Create CT based on template 5.3 Figure 3: Apply template 5.4 Figure 4: Create M based on template 5.5 Figure 5: Apply Master template 6 History 6.1 m380 6.2 nu 0002401: (CT/Master Templates) Add Import Templates feature

[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

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