2681 rfd
From UG
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(→Functionality: cancelled shipments can have Invoices) |
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* Once a shipment is cancelled, it should be handled the same way as an archived shipment: | * 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). | ||
| - | ** It can appear in reports only if | + | ** 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. | * 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...'' | ** ''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
- mantis 0002681: Cancelled shipments
- 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.
