Addressbook (component)

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Revision as of 15:05, 15 September 2011 (edit) Denise (Talk | contribs) (→Version 2) ← Older edit		Revision as of 15:05, 15 September 2011 (edit) (undo) Denise (Talk | contribs) (→Figures) Newer edit →
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	== Figures ==		== Figures ==
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	[[File:Addrbook v2.JPG]]		[[File:Addrbook v2.JPG]]
-	=== Figure 2 ===	+	=== Figure 2a ===
	[[File:Addrbook v2 combined profile.JPG]]		[[File:Addrbook v2 combined profile.JPG]]

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Revision as of 15:05, 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 6 Version 2 6.1 Filter by category 6.2 Data Migration 7 Version 3 8 Figures 8.1 Figure 1a 8.2 Figure 2a 8.3 Figure 3 8.4 Figure 4 9 History 9.1 m901 10 Version 2a 10.1 Filter by category 10.2 Data Migration 10.3 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 area where all shipping related addresses can be managed. Each ID should be unique and allow for multiple address locations for the same Company Name.

The following is a list of types of shipping addresses:

• 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

Fields needed:

• Street address, multiple lines
• City name
• State and/or providence
• Contact names
• Telephone #
• Fax #
• VAT Number

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

Version 2

In this version any address may be classified under any Transportation or Vendor or Bill To category. They are separate tabbed/categories.

See #Figure1 and #Figure2.

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.

Version 3

Add VAT number section in Admin > Address Book > Bill To Parties to make this be a part of the address. See #Figure_3

• VAT Numbers are 11 Characters.

Add VAT Number on the Sales Invoice under the bill to address as this is a requirement. See #Figure_4

• 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.

Figures

Figure 1a

Figure 2a

Figure 3

Figure 4

History

m901

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

Version 2a

This was never implemented as below, please refer to current Version_2 as above for the correct implementation.

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.

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

Wiki Updated? No