2681 rfd

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(created RFD)
(Functionality: cancelled shipments can have Invoices)
 
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* Action of cancellation of shipment should be:
* Action of cancellation of shipment should be:
** confirmed by user (i.e. through confirmation popup ''"Are you sure you want to cancel this shipment?"'' Confirm or Cancel),
** confirmed by user (i.e. through confirmation popup ''"Are you sure you want to cancel this shipment?"'' Confirm or Cancel),
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** recorded in the [http://ct.jaguarfreight.com/wiki/Update_Log_%28BR%29 CT Update Log].
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** recorded in the [http://ct.jaguarfreight.com/wiki/Update_Log_%28BR%29 CT Update Log] after confirmation.
=== Access ===
=== Access ===
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=== Functionality ===
=== Functionality ===
* When a shipment is cancelled, all shipment information should be saved in the record.
* When a shipment is cancelled, all shipment information should be saved in the record.
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* Once a shipment is cancelled, it should be handled the same as an archived shipment:
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* Once a shipment is cancelled, it should be handled the same way as an archived shipment:
** It should move to the special "Cancelled" Tab of List Shipments (and separately for Trucking CT).
** It should move to the special "Cancelled" Tab of List Shipments (and separately for Trucking CT).
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** It can appear in reports only if checkbox "No cancelled" is turned on.
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** It can appear in reports only if "No cancelled" checkbox is turned on.
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* Canceled shipments should not show up on any [http://ct.jaguarfreight.com/wiki/In_Transit_Report In Transit] ''or action required reports ???''.  
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*** Option to include or exclude cancelled shipments should be in all reports that provide this option for archived shipments.
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* Canceled shipments should not show up on any in transit or action required reports.
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** ''Action required is a report that shows CT's that require some kind of action - past due arrival - arrived, but not delivered...''
 +
* It is possible to have both Purchase Invoices and Sales Invoices issued against these shipments.
== Architect Review ==
== Architect Review ==

Current revision as of 23:00, 26 January 2011


Contents

[edit] Info

  • Task type: Feature.
  • Where: All MOT CTs.
  • What: System should allow to mark shipment as "cancelled" and provide its appropriate handling.

[edit] Requirements and Solutions

[edit] Summary

  • On occasion shipments are cancelled after starting or the point of pick up, but before completion or delivery.
  • We need a way for operators to cancel shipments for all modes of transport without deleting the record.
  • Action of cancellation of shipment should be:
    • confirmed by user (i.e. through confirmation popup "Are you sure you want to cancel this shipment?" Confirm or Cancel),
    • recorded in the CT Update Log after confirmation.

[edit] Access

A cancelled shipments should be accessible on Internal Application ONLY, clients should not have access to these records.

[edit] Functionality

  • When a shipment is cancelled, all shipment information should be saved in the record.
  • Once a shipment is cancelled, it should be handled the same way as an archived shipment:
    • It should move to the special "Cancelled" Tab of List Shipments (and separately for Trucking CT).
    • It can appear in reports only if "No cancelled" checkbox is turned on.
      • Option to include or exclude cancelled shipments should be in all reports that provide this option for archived shipments.
  • Canceled shipments should not show up on any in transit or action required reports.
    • Action required is a report that shows CT's that require some kind of action - past due arrival - arrived, but not delivered...
  • It is possible to have both Purchase Invoices and Sales Invoices issued against these shipments.

[edit] Architect Review

[edit] Implementation Notes

[edit] QA Plan

[edit] History

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