Virtual Groups for NATP

From UG

(Difference between revisions)
Jump to: navigation, search
(→General Wizard. Step 3.)
(→Updates Log for Virtual Group)
 
(59 intermediate revisions not shown)
Line 17: Line 17:
=== Complete List of Virtual Group Classifiers ===
=== Complete List of Virtual Group Classifiers ===
-
* Client Company (single select) // logic: [[CT#E0_Client]] OR [[CT#E1_Client]] OR ....
+
See [[Reports_Filters#Virtual_Group_Filters]]
-
** '''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.''
+
-
* Choice of 3 Trucking MOTs (multiselect) // map to: only 3 trucking submodes from [[CT#MOT]] list
+
-
** ''Developer's Note:'' If too hard to implement all truck MOTs by May 1 deadline then limit choice to Truck Domestic
+
-
* Flags:
+
-
** [[CT#On Customer Hold]]
+
-
** [[CT#Pending Approval Mode]]
+
-
* Export Pick Up Address // [[CT#Export Pick Up Address ]]
+
-
* Export Delivery To Address // [[CT#Export Delivery To Address ]]
+
-
* Trucker Name (carrier) // [[CT##Export Pick Up Trucker]]
+
-
* Pick up date estimated // [[CT#Estimated Export Pick Up Date]]
+
-
* Pick up date actual // [[CT#Actual Export Pick Up Date]]
+
-
* Delivery date estimated // [[CT#Estimated Delivery Date]]
+
-
* Delivery date actual // [[CT#Actual Delivery Date]]
+
-
* Not yet billed Records // calculate this real time
+
-
** see [[#Billed Record]]
+
-
 
+
-
== Virtual Groups Wizards ==
+
-
 
+
-
We are proposing to use Wizard Interface for all use cases related to [[NATP]].
+
== General Wizard ==
== General Wizard ==
Line 48: Line 29:
==== General Wizard. Step 1. ====
==== General Wizard. Step 1. ====
-
[[File:Virtual trucking groups wizard step 1.JPG]]
+
===== Option 1. Define by Classifiers =====
 +
[[File:Define virtual by filters.JPG]]
List of filters above is from [[#Virtual Group Classifiers]]
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]].
 +
 +
 +
[[File:Virtual trucking groups wizard step 1.JPG]]
==== General Wizard. Step 2. ====
==== General Wizard. Step 2. ====
Line 57: Line 54:
[[File:Virtual trucking groups wizard step 2.JPG]]
[[File:Virtual trucking groups wizard step 2.JPG]]
-
Full list of columns for the table above:
+
See [[#Columns for Group List]] for list of columns on Figure above
-
* CT#
+
===== Columns for Group List =====
-
* tbd
+
-
* tbd
+
-
Paging required.
+
* [[CT#CT Num]]
 +
* [[CT#Shipper]], Company only
 +
* [[CT#Shipper]], City
 +
* [[CT#Shipper]], State
 +
* [[CT#Consignee]], Company only
 +
* [[CT#Consignee]], City
 +
* [[CT#Consignee]], State
 +
* [[CT#Pick up Trucker]]
 +
* [[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)
 +
* [[CT#Delivery Trucker]]
 +
* [[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)
-
==== General Wizard. Step 3 ====
+
===== Misc =====
 +
 
 +
* Paging - optional
 +
* Sorting - by CT#
 +
* columns sortable? for now - no
 +
 
 +
==== General Wizard Step 3 ====
[[File:Virtual trucking groups wizard step 3.JPG]]
[[File:Virtual trucking groups wizard step 3.JPG]]
-
* If user clicks on apply then system will produce pop up with relevant user interface.
+
* If user clicks on some radio button then system will produce template with relevant user interface - see [[#Actions]]
-
== Action to assign PT and DT numbers ==
+
===== Multiple E0 case =====
-
[[File:Assign pt and dt.JPG]]
+
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:
-
* On OK system must confirm that number XXX has been assigned.
+
Warning: "Billing" and "Generate Documents" choices are disabled
-
* see also [[New_Arden_Trucking_Project_NATP_(main)#PT_number]] and [[New_Arden_Trucking_Project_NATP_(main)#DT_number]]
+
Reason: Virtual Group contain multiple E0 Client values
-
== Other Actions ==
+
== Actions ==
 +
 
 +
=== NATP Actions through Virtual Group Wizard ===
Depending on the choice of Action user will be directed to specific UI. See list below:
Depending on the choice of Action user will be directed to specific UI. See list below:
 +
* [[File Upload for Virtual Group]]
 +
* [[Update Fields for Virtual Group]]
* [[Documents_for_Virtual_Group]]
* [[Documents_for_Virtual_Group]]
* [[Billing for Virtual Group]]
* [[Billing for Virtual Group]]
-
* [[File Upload for Virtual Group]]
+
* [[Comment for Virtual Group]]
 +
 
 +
<strike>
* [[Schedule_Report_for_Virtual_Group]]
* [[Schedule_Report_for_Virtual_Group]]
* [[Generate Report for Virtual Group]]
* [[Generate Report for Virtual Group]]
 +
</strike>
 +
 +
=== NATP Actions outside of Virtual Group Wizard ===
 +
Added --[[User:Alex|Alex]] 19:38, 10 April 2010 (UTC)
 +
 +
* [[Schedule_Report_for_Virtual_Group]]
 +
* [[Generate Report for Virtual Group]]
 +
 +
== Updates Log for Virtual Group ==
 +
 +
Each action that performed on CT from Virtual Group should be reflected in [[CT2_System_Log#Requirements]]
 +
 +
=== Update Log ===
 +
 +
[[File:Virtual Group Updates Log.JPG]]
 +
 +
== History ==
 +
 +
=== Change design for Reports related features ===
 +
* spec updated? Yes
 +
* Remove below features from [[#General Wizard Step 3]]
 +
** [[Schedule_Report_for_Virtual_Group]]
 +
** [[Generate Report for Virtual Group]]
 +
 +
=== m1908 ===
 +
 +
* http://mantis.jaguarfreight.com/mantis/view.php?id=1908
-
== Misc ==
+
=== Multiple E0 case added ===
-
===Billed Record ===
+
* see [[#Multiple_E0_case]]
-
Definition: (If at least one sales invoice exists the record is '''Billed''')
+

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"
Personal tools