Addressbook (component)

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Revision as of 13:21, 15 September 2011 (edit) Denise (Talk | contribs) (→Business Requirements) ← Older edit		Revision as of 13:25, 15 September 2011 (edit) (undo) Denise (Talk | contribs) (→Business Requirements) Newer edit →
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	*Piers		*Piers
	*Customs Brokers		*Customs Brokers
-	*Customs Inspection Facility(	+	*Customs Inspection Facility
	*Jaguar offices		*Jaguar offices
	*Overseas Agents		*Overseas Agents

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Revision as of 13:25, 15 September 2011

Contents 1 General Info and Scope 1.1 Scope 1.2 Related articles 2 Business Requirements 3 Design 3.1 Address Profile Fields 3.1.1 Company City 3.1.2 Company City Note 3.1.3 Remark 3.1.4 Address 1 3.1.5 Address 2 3.1.6 Address 3 3.1.7 City 3.1.8 Zip 3.1.9 Country 3.1.10 State 3.1.11 Contact Person 3.1.12 Tel 3.1.13 Fax 4 Version 1 5 Version 2 5.1 Filter by category 5.2 Data Migration 6 Figures 6.1 Figure 1 6.2 Figure 2 7 History 7.1 m901 7.2 0003093 Addressbook. Add an area to enter a VAT number into the address book

General Info and Scope

• Classified As: (small) (large) component / common feature / misc
• Parent Mantis: 706

Scope

This is a CRUD component for CT2 Address Book describing visual representation of Address bo

Related articles

• Address bo - wiki describing Address Business Object itself (independent of UI implemntation - this article); it has links to current DB implementation

Business Requirements

Need an where all shipping related addresses can be managed. Each ID should be unique and allow for multiple address locations for the same Company Name.

• Shippers
• Consignees
• Notify Parties
• Pickup Locations
• Delivery Locations
• Receiving Agents
• Bill to Parties
• Trucking Companies
• Cargo Locations
• Warehouses
• Piers
• Customs Brokers
• Customs Inspection Facility
• Jaguar offices
• Overseas Agents

It is required that the VAT Number is listed on the Sales Invoice under the bill to address.

We will need to add a section in Admin > Address Book > Bill To Parties to enter the VAT number, so this will be saved as part of the address.

The VAT Number is 11 Characters.

It needs to print under the address and it should display the words "VAT Number" before the number.

If no VAT Number is entered in the address book, then the words "VAT Number" should not display on the sales invoice.

Design

Address Profile Fields

Company City

Company City Note

Remark

Address 1

Address 2

Address 3

City

Zip

Country

State

Contact Person

Tel

Fax

Version 1

In this version address can belong to only ONE of the following categories at once:

• Transportation or
• Vendor or
• Bill To

Version 2

In this version any address may be classified under any Transportation or Vendor or Bill To category.

See #Figure1 and #Figure2.

3 top category tabs are merged into one.

Filter by category

Contains:

• [Any]
• [Transportation]
• [Vendors]
• [Bill To]
• T1
• T2
• ... all T- cats
• V3
• V4
• ... all V- cats

Data Migration

All existing data must be of course migrated into this new format.

Figures

Figure 1

Figure 2

History

m901

• (*ph1)(Admin AddrBook) Re-design: Address Profile should include all categories: Transportation, Vendors, Bill To
• see #Version 2

0003093 Addressbook. Add an area to enter a VAT number into the address book

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