CT and Master Templates
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[[Category:Ops Master]] | [[Category:Ops Master]] | ||
| - | == | + | == 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 | ||
| Line 21: | Line 24: | ||
*3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee) | *3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee) | ||
*4) enter (text) field - this is a just a note | *4) enter (text) field - this is a just a note | ||
| - | *5) click on Save | + | *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]] | *1) Go to [[#Figure 4: Create M based on template]] | ||
| - | *2) Select Mode | + | *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 ]]) | + | *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" | + | *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 == | ||
| Line 49: | Line 66: | ||
=== 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 |
[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
