Virtual Groups for NATP
From UG
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Definition: | Definition: | ||
| - | * Indiv CT: If at least one sales invoice exists the record is '''Billed''' | + | * Indiv CT: If at least one sales invoice exists then the record is '''Billed''' |
| - | * Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any CT. After that system | + | * Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any single CT that belong to the group. After that system should “register” that invoice with all CTs in the group and they would '''all''' be considered “Billed”. |
Revision as of 23:18, 31 March 2010
Contents |
General info
Business Requirements
See New Arden Trucking Project NATP (main)#Virtual Groups
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.
Complete List of Virtual Group Classifiers
- Client Company // single select // match against CT#E0_Client OR CT#E1_Client OR CT#E2_Client OR CT#E3_Client
- CT#MOT // single select // only Truck Domestic for May 1; add 2 more trucking modes after
- CT#On Customer Hold // radio
- CT#Pending Approval Mode // radio
- CT#Consol Warehouse // multiselect?
- CT#PT Number // textbox, exact match
- CT#DT Number // textbox, exact match
- CT#Pick Up // multiselect?
- CT#Pick Up Trucker // multiselect?
- CT#Estimated Pick Up Date // one datebox or range?
- CT#Actual Pick Up Date // one datebox or range?
- CT#Delivery To // multiselect?
- CT#Delivery Trucker // multiselect?
- CT#Estimated Delivery Date // one datebox or range?
- CT#Actual Delivery Date // one datebox or range?
- Not yet billed Records // checkbox
- 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
- 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.
General Wizard Steps
General Wizard. Step 1.
List of filters above is from #Virtual Group Classifiers
General Wizard. Step 2.
Columns for Group List
- 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
- CT#Delivery Trucker
- CT#Actual Delivery Date if empty then show CT#Estimated Delivery Date
Misc
- Paging - ideally we need it.
- Sorting - by CT#
- columns sortable? ideally - yes
General Wizard Step 3
- If user clicks on apply then system will produce pop up with relevant user interface.
Actions
Depending on the choice of Action user will be directed to specific UI. See list below:
Misc
Billed Record
Definition:
- Indiv CT: If at least one sales invoice exists then the record is Billed
- Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any single CT that belong to the group. After that system should “register” that invoice with all CTs in the group and they would all be considered “Billed”.
