Addressbook (component)

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== Business Requirements ==
== 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.
+
Need an area where all shipping related addresses can be managed.  Each ID should be unique and allow for different address locations that share the same Company Name.
The following is a list of types of shipping addresses:
The following is a list of types of shipping addresses:
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=== Address Profile Fields ===
=== Address Profile Fields ===
 +
 +
==== Company ====
==== Company City ====
==== Company City ====
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==== Fax ====
==== Fax ====
 +
 +
=== Transportation Address Types ===
 +
 +
This is a list of the types of address can be found under the Transportation Tab.  All of these fields/addresses are used inside of both the CT record and Ocean, Air & Trucking Masters.  As well, most of these fields are shared throughout all MOT, while just a few are MOT specific.  It is also possible that the same address can be found on all 3 Address Type tabs (Transportation,Vendors, Bill to Parties).
 +
 +
*T1: Shipper
 +
*T2: Consignee
 +
*T3: Notify
 +
*T4: Export Pick-up Location
 +
*T5: Export Delivery Location
 +
*T6: Import Pick-up Location
 +
*T7: Import Delivery Location
 +
*T8: Destination Receiving Agent
 +
*T9: Master Pick-Up
 +
*T10: Master Delivery Address
 +
*T11: Master Shipper
 +
*T12: Master Consignee
 +
*T13: Master Notify
 +
*T14: Pool Point
 +
*T15: Yard ''(will be added in mantis #5036)''
 +
*T16: Carrier Yard ''(will be added in mantis #5036)''
 +
 +
=== Vendor Address Types ===
 +
 +
This is a list of the types of address can be found under the Vendor Tab.  All of these fields/addresses are used inside of both the CT record and Ocean, Air & Trucking Masters.  As well, most of these fields are shared throughout all MOT, while just a few are MOT specific.  It is also possible that the same address can be found on all 3 Address Type tabs (Transportation,Vendors, Bill to Parties).
 +
 +
*Trucking Companies(V3)
 +
*Customs Brokers(V4)
 +
*Co-Loaders-Ocean(V5)
 +
*Co-Loaders-Air(V6)
 +
*Cargo Location / CFS(V7)
 +
*Consolidation Warehouse(V8)
 +
*Customs Inspection Facility(V9)
 +
*Jaguar offices(V10)
 +
*Overseas Agent(V11)
 +
 +
=== Bill to Party Address Types ===
 +
 +
See [[Bill To Party]]
== Version 1 ==
== Version 1 ==
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* Bill To
* Bill To
-
== Version 2 ==
+
See [[#Figure_1b]] and [[#Figure_2b]] and [[#Figure_3b]]
-
In this version any address may be classified under any Transportation or Vendor or Bill To category.
+
== Version 2b ==
-
See [[#Figure1]] and [[#Figure2]].
+
'''Note, Version 2a was never implemented & I moved the concept w/ pictures into the history on this article'''
 +
 
 +
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.  See [[#Figure_4]]
 +
*The VAT Number 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 1b ===
 +
[[File:Tabbed List.JPG]]
 +
 
 +
=== Figure 2b ===
 +
[[File:Trans Edit Add address.JPG]]
 +
 
 +
=== Figure 3 ===
 +
[[File:VAT No 1.JPG]]
 +
 
 +
=== Figure 4 ===
 +
[[File:Inv with VAT.JPG]]
 +
 
 +
== History ==
 +
 
 +
=== m901 ===
 +
 
 +
* [http://mantis.jaguarfreight.com/mantis/view.php?id=901 (*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 above/below, please refer to current [[#Version_1]] as above for the correct implementation.'''
 +
 
 +
In this version any address may be classified under any Transportation or Vendor or Bill To category.
-
3 top category tabs are merged into one.
+
See [[#Figure_1a]] and [[#Figure_2a]] for Version 2a, where the top 3 category tabs are merged into one.
=== Filter by category ===
=== Filter by category ===
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All existing data must be of course migrated into this new format.
All existing data must be of course migrated into this new format.
-
 
+
=== Figure 1a ===
-
== 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 1 ===
+
[[File:Addrbook v2.JPG]]
[[File:Addrbook v2.JPG]]
-
=== Figure 2 ===
+
=== Figure 2a ===
[[File:Addrbook v2 combined profile.JPG]]
[[File:Addrbook v2 combined profile.JPG]]
-
=== Figure 3 ===
+
=== 0003093 Address book. Add an area to enter a VAT number into the address book ===
-
[[File:VAT No 1.JPG]]
+
Wiki Updated? Y
-
 
+
-
=== Figure 4 ===
+
-
[[File:Inv with VAT.JPG]]
+
-
 
+
-
== History ==
+
-
 
+
-
=== m901 ===
+
-
 
+
-
* [http://mantis.jaguarfreight.com/mantis/view.php?id=901 (*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 ===
+
-
Wiki Updated? No
+

Current revision as of 10:48, 13 October 2015


Contents

[edit] General Info and Scope

[edit] Scope

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

[edit] Related articles

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

[edit] Business Requirements

Need an area where all shipping related addresses can be managed. Each ID should be unique and allow for different address locations that share 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

[edit] Design

[edit] Address Profile Fields

[edit] Company

[edit] Company City

[edit] Company City Note

[edit] Remark

[edit] Address 1

[edit] Address 2

[edit] Address 3

[edit] City

[edit] Zip

[edit] Country

[edit] State

[edit] Contact Person

[edit] Tel

[edit] Fax

[edit] Transportation Address Types

This is a list of the types of address can be found under the Transportation Tab. All of these fields/addresses are used inside of both the CT record and Ocean, Air & Trucking Masters. As well, most of these fields are shared throughout all MOT, while just a few are MOT specific. It is also possible that the same address can be found on all 3 Address Type tabs (Transportation,Vendors, Bill to Parties).

  • T1: Shipper
  • T2: Consignee
  • T3: Notify
  • T4: Export Pick-up Location
  • T5: Export Delivery Location
  • T6: Import Pick-up Location
  • T7: Import Delivery Location
  • T8: Destination Receiving Agent
  • T9: Master Pick-Up
  • T10: Master Delivery Address
  • T11: Master Shipper
  • T12: Master Consignee
  • T13: Master Notify
  • T14: Pool Point
  • T15: Yard (will be added in mantis #5036)
  • T16: Carrier Yard (will be added in mantis #5036)

[edit] Vendor Address Types

This is a list of the types of address can be found under the Vendor Tab. All of these fields/addresses are used inside of both the CT record and Ocean, Air & Trucking Masters. As well, most of these fields are shared throughout all MOT, while just a few are MOT specific. It is also possible that the same address can be found on all 3 Address Type tabs (Transportation,Vendors, Bill to Parties).

  • Trucking Companies(V3)
  • Customs Brokers(V4)
  • Co-Loaders-Ocean(V5)
  • Co-Loaders-Air(V6)
  • Cargo Location / CFS(V7)
  • Consolidation Warehouse(V8)
  • Customs Inspection Facility(V9)
  • Jaguar offices(V10)
  • Overseas Agent(V11)

[edit] Bill to Party Address Types

See Bill To Party

[edit] Version 1

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

  • Transportation or
  • Vendor or
  • Bill To

See #Figure_1b and #Figure_2b and #Figure_3b

[edit] Version 2b

Note, Version 2a was never implemented & I moved the concept w/ pictures into the history on this article

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. See #Figure_4

  • The VAT Number 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.

[edit] Figures

[edit] Figure 1b

File:Tabbed List.JPG

[edit] Figure 2b

File:Trans Edit Add address.JPG

[edit] Figure 3

File:VAT No 1.JPG

[edit] Figure 4

File:Inv with VAT.JPG

[edit] History

[edit] m901

[edit] Version 2a

This was never implemented as above/below, please refer to current #Version_1 as above for the correct implementation.

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

See #Figure_1a and #Figure_2a for Version 2a, where the top 3 category tabs are merged into one.

[edit] Filter by category

Contains:

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

[edit] Data Migration

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

[edit] Figure 1a

File:Addrbook v2.JPG

[edit] Figure 2a

File:Addrbook v2 combined profile.JPG

[edit] 0003093 Address book. Add an area to enter a VAT number into the address book

Wiki Updated? Y

Retrieved from "https://wiki.jaguarfreight.com/Addressbook_(component)"
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