Virtual Groups for NATP

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=== Complete List of Virtual Group Classifiers ===
=== Complete List of Virtual Group Classifiers ===
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Client and MOT:
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See [[Reports_Filters#Virtual_Group_Filters]]
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* Client Company  // single select // match against [[CT#E0_Client]] OR [[CT#E1_Client]] OR [[CT#E2_Client]] OR [[CT#E3_Client]]
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* [[CT#MOT]]  // single select // only choice of Truck Domestic for May 1; add 2 more trucking modes after
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Misc:
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* [[CT#On Customer Hold]] // radio
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* [[CT#Pending Approval Mode]] // radio
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* [[CT#Consol Warehouse]] // single select
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Billing:
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* Show Not Billed CT Records  // checkbox
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** see [[Billed CT Status]]
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Pick Up:
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* [[CT#Pick Up]] (Company - city - note) // single select
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** populate list with all unique [[Address_bo#Company_City_Remark]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportPickUpLocation]]
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* [[CT#Pick Up]] (city) // single select
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** populate list with all unique [[Address#City]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportPickUpLocation]]
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* [[CT#Pick Up]] (state) // single select
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** populate list with all unique [[Address#State]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportPickUpLocation]]
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Developer's Note:
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-----------------
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To simplify you can instead show a list of all US states
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* [[CT#Pick Up]] (ZIP) // single select
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** populate list with all unique [[Address#Zip]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportPickUpLocation]]
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* [[CT#Pick Up Trucker]] // single select
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* [[CT#PT Number]] // textbox, exact match
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* [[CT#Estimated Pick Up Date]] // from datebox to datebox (to select range)
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* [[CT#Actual Pick Up Date]] // from datebox to datebox (to select range)
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Delivery:
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* [[CT#Delivery To]] (Company - city - note) // single select
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** populate list with all unique [[Address_bo#Company_City_Remark]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportDeliveryLocation]]
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* [[CT#Delivery To]] (city) // single select
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** populate list with all unique [[Address#City]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportDeliveryLocation]]
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* [[CT#Delivery To]] (state) // single select
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** populate list with all unique [[Address#State]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportDeliveryLocation]]
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Developer's Note:
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-----------------
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-
To simplify you can instead show a list of all US states
+
-
 
+
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* [[CT#Delivery To]] (ZIP) // single select
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** populate list with all unique [[Address#Zip]] fields existing currently in DB where [[Address#Category]] equals to [[Address#ExportDeliveryLocation]]
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* [[CT#Delivery Trucker]] // single select
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* [[CT#DT Number]] // textbox, exact match
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* [[CT#Estimated Delivery Date]] // from datebox to datebox (to select range)
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* [[CT#Actual Delivery Date]] // from datebox to datebox (to select range)
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== General Wizard ==
== General Wizard ==
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[[File:Virtual trucking groups wizard step 3.JPG]]
[[File:Virtual trucking groups wizard step 3.JPG]]
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* If user clicks on "Apply" button then system will produce pop up with relevant user interface - see [[#Actions]]
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* If user clicks on some radio button then system will produce template with relevant user interface - see [[#Actions]]
===== Multiple E0 case =====
===== Multiple E0 case =====
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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:
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* [[File Upload for Virtual Group]]
* [[Update Fields for Virtual Group]]
* [[Update Fields for Virtual Group]]
* [[Documents_for_Virtual_Group]]
* [[Documents_for_Virtual_Group]]
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* [[Billing for Virtual Group]]
* [[Billing for Virtual Group]]
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* [[Comment for Virtual Group]]
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* [[File Upload for Virtual Group]]
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<strike>
<strike>
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* [[Generate Report for Virtual Group]]
* [[Generate Report for Virtual Group]]
</strike>
</strike>
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=== NATP Actions outside of Virtual Group Wizard ===
=== NATP Actions outside of Virtual Group Wizard ===
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* [[Schedule_Report_for_Virtual_Group]]
* [[Schedule_Report_for_Virtual_Group]]
* [[Generate Report for Virtual Group]]
* [[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]]
== History ==
== History ==

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

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