Virtual Groups for NATP
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=== Change design for Reports related features === | === Change design for Reports related features === | ||
* spec updated? Yes | * spec updated? Yes | ||
| - | * Remove below features outside the [[ | + | * Remove below features outside the [[#General Wizard Step 3]] |
** [[Schedule_Report_for_Virtual_Group]] | ** [[Schedule_Report_for_Virtual_Group]] | ||
** [[Generate Report for Virtual Group]] | ** [[Generate Report for Virtual Group]] | ||
Revision as of 04:41, 11 April 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 // single select
- CT#PT Number // textbox, exact match
- CT#DT Number // textbox, exact match
- CT#Pick Up (Company - city - note) // single select
- CT#Pick Up (city) // single select
- CT#Pick Up (state) // single select
- CT#Pick Up (ZIP) // single select
- CT#Pick Up Trucker // single select
- CT#Estimated Pick Up Date // from datebox to datebox (to select range)
- CT#Actual Pick Up Date // from datebox to datebox (to select range)
- CT#Delivery To (Company - city - note) // single select
- CT#Delivery To (city) // single select
- CT#Delivery To (state) // single select
- CT#Delivery To (ZIP) // single select
- CT#Delivery Trucker // single select
- CT#Estimated Delivery Date // from datebox to datebox (to select range)
- CT#Actual Delivery Date // from datebox to datebox (to select range)
- Not yet billed Records // checkbox
- calculate this real time, see #Billed Record Definition
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”.
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.
See #Columns for Group List for list of columns on Figure above
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 - optional
- Sorting - by CT#
- columns sortable? for now - no
General Wizard Step 3
- If user clicks on "Apply" button then system will produce pop up with relevant user interface - see #Actions
- Dropdown will list only reports from this list: New_Arden_Trucking_Project_NATP_(main)#Reports_Solution
Actions
NATP Actions through Virtual Group Wizard
Depending on the choice of Action user will be directed to specific UI. See list below:
NATP Actions outside of Virtual Group Wizard
Added --Alex 19:38, 10 April 2010 (UTC)
History
Change design for Reports related features
- spec updated? Yes
- Remove below features outside the #General Wizard Step 3
