Virtual Groups for NATP

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See [[New Arden Trucking Project NATP (main)#Virtual Groups]]
See [[New Arden Trucking Project NATP (main)#Virtual Groups]]
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== Misc ==
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== Virtual Group Classifiers ==
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===Billed Record ===
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* Definitions:
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Definition: (If at least one sales invoice exists the record is '''Billed''')
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** '''Virtual Group''' is a subset of all records. Every CT that belongs to that group should satisfy given criteria.
 +
** Let's call criteria above '''Virtual Group Classifiers'''. These are basically filters that define what is in the group and what is out.
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== Virtual Group Classifiers ==
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=== Complete List of Virtual Group Classifiers ===
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List of CT attributes below define what is in the specific group and what is out.
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See [[Reports_Filters#Virtual_Group_Filters]]
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* Client Company // map to: [[CT#E0_Client]]
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== General Wizard ==
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** '''Technical Note:It is assumed that for this project *Arden* client will always be selected but it seems that there is no point in hardcoding this.''
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* ''Developer's Note:'' please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).
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* Choice of 3 Trucking MOTs // map to: only 3 trucking submodes from [[CT#MOT]] list
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* Flags:
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** [[CT#On Customer Hold]]
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** [[CT#Pending Approval Mode]]
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* Shipper location // [[CT#Shipper]]
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* Consignee location // [[CT#Consignee]]
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* Trucker Name (carrier) // [[CT##Export Pick Up Trucker]]
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* Pick up date estimated // [[CT#Estimated Export Pick Up Date]]
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* Pick up date actual // [[CT#Actual Export Pick Up Date]]
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* Delivery date estimated // [[CT#Estimated Delivery Date]]
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* Delivery date actual // [[CT#Actual Delivery Date]]
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* Not yet billed Records // calculate this real time
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** see [[#Billed Record]]
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== Virtual Groups Wizard ==
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* '''General Wizard''' will be used to define a Virtual Group - to dfine list of CTs that will constitute particular group.
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** This preliminary step is required for any action related to Virtual Groups.
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We are proposing to use Wizard.
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=== General Wizard Steps ===
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=== General Wizard Functionality ===
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==== General Wizard. Step 1. ====
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Developer, please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).
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=== Wizard Steps ===
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===== Option 1. Define by Classifiers =====
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 +
[[File:Define virtual by filters.JPG]]
 +
 
 +
List of filters above is from [[#Virtual Group Classifiers]]
 +
 
 +
===== Filters Are Activated by Checkbox =====
 +
 
 +
* Checkbox in front of the filter indicates if this filter is '''active''' or not (must be added as a '''report condition''' or not)
 +
* By default all filters are not selected (not active)
 +
* By selecting filter this filter is added to report conditions
 +
* By un-selecting filter this filter is removed from report conditions
 +
* Note: Similar functionality is implemented in [[In Transit Report]]
 +
 
 +
===== Option 2. Define by CT list =====
 +
 
 +
This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on [[List CTs]].
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==== Virtual Groups Wizard. Step 1. ====
 
[[File:Virtual trucking groups wizard step 1.JPG]]
[[File:Virtual trucking groups wizard step 1.JPG]]
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==== Virtual Groups Wizard. Step 2. ====
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==== General Wizard. Step 2. ====
[[File:Virtual trucking groups wizard step 2.JPG]]
[[File:Virtual trucking groups wizard step 2.JPG]]
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====Virtual Groups Wizard. Step 3. ====
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See [[#Columns for Group List]] for list of columns on Figure above
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===== Columns for Group List =====
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* [[CT#CT Num]]
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* [[CT#Shipper]], Company only
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* [[CT#Shipper]], City
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* [[CT#Shipper]], State
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* [[CT#Consignee]], Company only
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* [[CT#Consignee]], City
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* [[CT#Consignee]], State
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* [[CT#Pick up Trucker]]
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* [[CT#Actual Pick up Date]] // if empty then show [[CT#Estimated Pick up Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
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* [[CT#Delivery Trucker]]
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* [[CT#Actual Delivery Date]] // if empty then show [[CT#Estimated Delivery Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
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===== Misc =====
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* Paging - optional
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* Sorting - by CT#
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* columns sortable? for now - no
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 +
==== General Wizard Step 3 ====
[[File:Virtual trucking groups wizard step 3.JPG]]
[[File:Virtual trucking groups wizard step 3.JPG]]
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 +
* If user clicks on some radio button then system will produce template with relevant user interface - see [[#Actions]]
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===== Multiple E0 case =====
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If CTs produced at [[#General Wizard. Step 2.]] do not share same E0 company then system will disable Billing and Documentation choices and print this message:
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Warning: "Billing" and "Generate Documents" choices are disabled
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Reason: Virtual Group contain multiple E0 Client values
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== Actions ==
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=== NATP Actions through Virtual Group Wizard ===
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Depending on the choice of Action user will be directed to specific UI. See list below:
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* [[File Upload for Virtual Group]]
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* [[Update Fields for Virtual Group]]
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* [[Documents_for_Virtual_Group]]
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* [[Billing for Virtual Group]]
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* [[Comment for Virtual Group]]
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<strike>
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* [[Schedule_Report_for_Virtual_Group]]
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* [[Generate Report for Virtual Group]]
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</strike>
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=== NATP Actions outside of Virtual Group Wizard ===
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Added --[[User:Alex|Alex]] 19:38, 10 April 2010 (UTC)
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* [[Schedule_Report_for_Virtual_Group]]
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* [[Generate Report for Virtual Group]]
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== Updates Log for Virtual Group ==
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Each action that performed on CT from Virtual Group should be reflected in [[CT2_System_Log#Requirements]]
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=== Update Log ===
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 +
[[File:Virtual Group Updates Log.JPG]]
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 +
== History ==
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=== Change design for Reports related features ===
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* spec updated? Yes
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* Remove below features from [[#General Wizard Step 3]]
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** [[Schedule_Report_for_Virtual_Group]]
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** [[Generate Report for Virtual Group]]
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=== m1908 ===
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* http://mantis.jaguarfreight.com/mantis/view.php?id=1908
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=== Multiple E0 case added ===
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* see [[#Multiple_E0_case]]

Current revision as of 20:21, 1 February 2011


Contents

[edit] General info

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Virtual Groups

[edit] Virtual Group Classifiers

  • Definitions:
    • Virtual Group is a subset of all records. Every CT that belongs to that group should satisfy given criteria.
    • Let's call criteria above Virtual Group Classifiers. These are basically filters that define what is in the group and what is out.

[edit] Complete List of Virtual Group Classifiers

See Reports_Filters#Virtual_Group_Filters

[edit] General Wizard

  • Developer's Note: please used any standard wizard UI layout/functionality. (CT2 Wizard standard TBD later).
  • General Wizard will be used to define a Virtual Group - to dfine list of CTs that will constitute particular group.
    • This preliminary step is required for any action related to Virtual Groups.

[edit] General Wizard Steps

[edit] General Wizard. Step 1.

[edit] Option 1. Define by Classifiers

File:Define virtual by filters.JPG

List of filters above is from #Virtual Group Classifiers

[edit] Filters Are Activated by Checkbox
  • Checkbox in front of the filter indicates if this filter is active or not (must be added as a report condition or not)
  • By default all filters are not selected (not active)
  • By selecting filter this filter is added to report conditions
  • By un-selecting filter this filter is removed from report conditions
  • Note: Similar functionality is implemented in In Transit Report
[edit] Option 2. Define by CT list

This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on List CTs.


File:Virtual trucking groups wizard step 1.JPG

[edit] General Wizard. Step 2.

File:Virtual trucking groups wizard step 2.JPG

See #Columns for Group List for list of columns on Figure above

[edit] Columns for Group List
[edit] Misc
  • Paging - optional
  • Sorting - by CT#
  • columns sortable? for now - no

[edit] General Wizard Step 3

File:Virtual trucking groups wizard step 3.JPG

  • If user clicks on some radio button then system will produce template with relevant user interface - see #Actions
[edit] Multiple E0 case

If CTs produced at #General Wizard. Step 2. do not share same E0 company then system will disable Billing and Documentation choices and print this message: 

Warning: "Billing" and "Generate Documents" choices are disabled 
Reason: Virtual Group contain multiple E0 Client values

[edit] Actions

[edit] NATP Actions through Virtual Group Wizard

Depending on the choice of Action user will be directed to specific UI. See list below:

[edit] NATP Actions outside of Virtual Group Wizard

Added --Alex 19:38, 10 April 2010 (UTC)

[edit] Updates Log for Virtual Group

Each action that performed on CT from Virtual Group should be reflected in CT2_System_Log#Requirements

[edit] Update Log

File:Virtual Group Updates Log.JPG

[edit] History

[edit] Change design for Reports related features

[edit] m1908

[edit] Multiple E0 case added

Retrieved from "https://wiki.jaguarfreight.com/Virtual_Groups_for_NATP"
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