CT and Master Templates
From UG
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*3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee) | *3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee) | ||
*4) enter (text) field - this is a just a note | *4) enter (text) field - this is a just a note | ||
| - | *5) click on Save | + | *5) click on Save - system will create new template and pull values for fields defined in [[#Master Template Fields]] into template from selected above record |
=== Create Master based on Template === | === Create Master based on Template === | ||
| Line 28: | Line 28: | ||
*2) Select Mode and Client - system will display a list of all relevant templates | *2) Select Mode and Client - system will display a list of all relevant templates | ||
*3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in [[#Figure 2: Create CT based on template]]) | *3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in [[#Figure 2: Create CT based on template]]) | ||
| + | *4) click Create - system will create new master and pull values from [[#Master Template Fields]] on template into Master | ||
=== Apply Master Template to selected Master === | === Apply Master Template to selected Master === | ||
| - | *1) select Template from drop down and and click "apply template" | + | *1) select Template from drop down and and click "apply template" - system will pull values from [[#Master Template Fields]] on template into Master (overwriting existing values) |
| + | |||
| + | === Master Template Fields === | ||
| + | |||
| + | ==== Master Air ==== | ||
| + | * Gen Tab: Shipper, Consignee, Notify | ||
| + | * Details Tab: 1,5,11a,13a,14a,16 | ||
| + | |||
| + | ==== Master Ocean ==== | ||
| + | * Gen Tab: Shipper, Consignee | ||
| + | * 1, 2, 5, 11a, 12a, 13a, 14a, 15a, 16 | ||
| + | |||
| + | ==== Master Truck ==== | ||
| + | * Gen Tab: Shipper, Consignee, Notify, Pick Up, Delivery Address, Origin Trucker | ||
== Figures == | == Figures == | ||
Revision as of 14:41, 1 April 2010
Contents |
Intro
- parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1801
CT Templates
See Figures ...
Master Templates
Create Master Template
To create template user must go to #Figure 1: Template management center.
- 1) choose appropriate tab for MOT
- 2) click on Create - pop up will appear
- 3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee)
- 4) enter (text) field - this is a just a note
- 5) click on Save - system will create new template and pull values for fields defined in #Master Template Fields into template from selected above record
Create Master based on Template
- 1) Go to #Figure 4: Create M based on template
- 2) Select Mode and Client - system will display a list of all relevant templates
- 3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in #Figure 2: Create CT based on template)
- 4) click Create - system will create new master and pull values from #Master Template Fields on template into Master
Apply Master Template to selected Master
- 1) select Template from drop down and and click "apply template" - system will pull values from #Master Template Fields on template into Master (overwriting existing values)
Master Template Fields
Master Air
- Gen Tab: Shipper, Consignee, Notify
- Details Tab: 1,5,11a,13a,14a,16
Master Ocean
- Gen Tab: Shipper, Consignee
- 1, 2, 5, 11a, 12a, 13a, 14a, 15a, 16
Master Truck
- Gen Tab: Shipper, Consignee, Notify, Pick Up, Delivery Address, Origin Trucker
Figures
Figure 1: Template management center
Figure 2: Create CT based on template
Figure 3: Apply template
Figure 4: Create M based on template
Figure 5: Apply Master template
History
m380
- 0000380: (*ph1)(CT/Master Templates) Add Master Templates feature
- see #Master Templates
