Virtual Groups for NATP

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=== Complete List of Virtual Group Classifiers ===
=== Complete List of Virtual Group Classifiers ===
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* Client Company  // single select // match against [[CT#E0_Client]] OR [[CT#E1_Client]] OR [[CT#E2_Client]] OR [[CT#E3_Client]]
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See [[Reports_Filters#Virtual_Group_Filters]]
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* [[CT#MOT]]  // single select // only Truck Domestic for May 1; add 2 more trucking modes after
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* [[CT#On Customer Hold]] // radio
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* [[CT#Pending Approval Mode]] // radio
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* [[CT#Consol Warehouse]] // single select
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* [[CT#PT Number]] // textbox, exact match
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* [[CT#DT Number]] // textbox, exact match
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* [[CT#Pick Up]] (Company - city - note) // single select
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* [[CT#Pick Up]] (city) // single select
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* [[CT#Pick Up]] (state) // single select
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* [[CT#Pick Up]] (ZIP) // single select
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* [[CT#Pick Up Trucker]] // single select
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* [[CT#Estimated Pick Up Date]] // from datebox to datebox (to select range)
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* [[CT#Actual Pick Up Date]] // from datebox to datebox (to select range)
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* [[CT#Delivery To]] (Company - city - note) // single select
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* [[CT#Delivery To]] (city) // single select
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* [[CT#Delivery To]] (state) // single select
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* [[CT#Delivery To]] (ZIP) // single select
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* [[CT#Delivery Trucker]] // single select
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* [[CT#Estimated Delivery Date]] // from datebox to datebox (to select range)
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* [[CT#Actual Delivery Date]] // from datebox to datebox (to select range)
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* Not yet billed Records  // checkbox
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** calculate this real time, see [[#Billed Record Definition]]
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===Billed Record Definition ===
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* Indiv CT: If at least one sales invoice exists then the record is '''Billed'''
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* 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”.
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== General Wizard ==
== General Wizard ==
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==== General Wizard. Step 1. ====
==== General Wizard. Step 1. ====
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[[File:Virtual trucking groups wizard step 1.JPG]]
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===== Option 1. Define by Classifiers =====
 +
[[File:Define virtual by filters.JPG]]
List of filters above is from [[#Virtual Group Classifiers]]
List of filters above is from [[#Virtual Group Classifiers]]
 +
 +
===== Filters Are Activated by Checkbox =====
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* Checkbox in front of the filter indicates if this filter is '''active''' or not (must be added as a '''report condition''' or not)
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* By default all filters are not selected (not active)
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* By selecting filter this filter is added to report conditions
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* By un-selecting filter this filter is removed from report conditions
 +
* Note: Similar functionality is implemented in [[In Transit Report]]
 +
 +
===== Option 2. Define by CT list =====
 +
 +
This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on [[List CTs]].
 +
 +
 +
[[File:Virtual trucking groups wizard step 1.JPG]]
==== General Wizard. Step 2. ====
==== General Wizard. Step 2. ====
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* [[CT#Consignee]], State
* [[CT#Consignee]], State
* [[CT#Pick up Trucker]]
* [[CT#Pick up Trucker]]
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* [[CT#Actual Pick up Date]] if empty then show [[CT#Estimated Pick up Date]]
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* [[CT#Actual Pick up Date]] // if empty then show [[CT#Estimated Pick up Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
* [[CT#Delivery Trucker]]
* [[CT#Delivery Trucker]]
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* [[CT#Actual Delivery Date]] if empty then show [[CT#Estimated Delivery Date]]
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* [[CT#Actual Delivery Date]] // if empty then show [[CT#Estimated Delivery Date]] // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
===== Misc =====
===== Misc =====
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[[File:Virtual trucking groups wizard step 3.JPG]]
[[File:Virtual trucking groups wizard step 3.JPG]]
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* If user clicks on "Apply" button then system will produce pop up with relevant user interface - see [[#Actions]]
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* If user clicks on some radio button then system will produce template with relevant user interface - see [[#Actions]]
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* Dropdown will list only reports from this list: [[New_Arden_Trucking_Project_NATP_(main)#Reports_Solution]]
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 +
===== Multiple E0 case =====
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If CTs produced at [[#General Wizard. Step 2.]] do not share same E0 company then system will disable Billing and Documentation choices and print this message:
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Warning: "Billing" and "Generate Documents" choices are disabled
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Reason: Virtual Group contain multiple E0 Client values
== Actions ==
== Actions ==
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Depending on the choice of Action user will be directed to specific UI. See list below:
Depending on the choice of Action user will be directed to specific UI. See list below:
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* [[File Upload for Virtual Group]]
* [[Update Fields for Virtual Group]]
* [[Update Fields for Virtual Group]]
* [[Documents_for_Virtual_Group]]
* [[Documents_for_Virtual_Group]]
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* [[Billing for Virtual Group]]
* [[Billing for Virtual Group]]
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* [[Comment for Virtual Group]]
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* [[File Upload for Virtual Group]]
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<strike>
<strike>
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* [[Generate Report for Virtual Group]]
* [[Generate Report for Virtual Group]]
</strike>
</strike>
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=== NATP Actions outside of Virtual Group Wizard ===
=== NATP Actions outside of Virtual Group Wizard ===
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* [[Schedule_Report_for_Virtual_Group]]
* [[Schedule_Report_for_Virtual_Group]]
* [[Generate Report for Virtual Group]]
* [[Generate Report for Virtual Group]]
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== Updates Log for Virtual Group ==
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Each action that performed on CT from Virtual Group should be reflected in [[CT2_System_Log#Requirements]]
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=== Update Log ===
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[[File:Virtual Group Updates Log.JPG]]
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== History ==
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=== Change design for Reports related features ===
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* spec updated? Yes
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* Remove below features from [[#General Wizard Step 3]]
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** [[Schedule_Report_for_Virtual_Group]]
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** [[Generate Report for Virtual Group]]
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=== m1908 ===
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* http://mantis.jaguarfreight.com/mantis/view.php?id=1908
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=== Multiple E0 case added ===
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* see [[#Multiple_E0_case]]

Current revision as of 20:21, 1 February 2011


Contents

[edit] General info

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Virtual Groups

[edit] 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.

[edit] Complete List of Virtual Group Classifiers

See Reports_Filters#Virtual_Group_Filters

[edit] 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.

[edit] General Wizard Steps

[edit] General Wizard. Step 1.

[edit] Option 1. Define by Classifiers

File:Define virtual by filters.JPG

List of filters above is from #Virtual Group Classifiers

[edit] Filters Are Activated by Checkbox
  • Checkbox in front of the filter indicates if this filter is active or not (must be added as a report condition or not)
  • By default all filters are not selected (not active)
  • By selecting filter this filter is added to report conditions
  • By un-selecting filter this filter is removed from report conditions
  • Note: Similar functionality is implemented in In Transit Report
[edit] Option 2. Define by CT list

This is a great workaround. If operator can not "extract" right group by selecting filters then they can simply enter numbers. It is similar to what you can do on List CTs.


File:Virtual trucking groups wizard step 1.JPG

[edit] General Wizard. Step 2.

File:Virtual trucking groups wizard step 2.JPG

See #Columns for Group List for list of columns on Figure above

[edit] Columns for Group List
[edit] Misc
  • Paging - optional
  • Sorting - by CT#
  • columns sortable? for now - no

[edit] General Wizard Step 3

File:Virtual trucking groups wizard step 3.JPG

  • If user clicks on some radio button then system will produce template with relevant user interface - see #Actions
[edit] Multiple E0 case

If CTs produced at #General Wizard. Step 2. do not share same E0 company then system will disable Billing and Documentation choices and print this message: 

Warning: "Billing" and "Generate Documents" choices are disabled 
Reason: Virtual Group contain multiple E0 Client values

[edit] Actions

[edit] NATP Actions through Virtual Group Wizard

Depending on the choice of Action user will be directed to specific UI. See list below:

[edit] NATP Actions outside of Virtual Group Wizard

Added --Alex 19:38, 10 April 2010 (UTC)

[edit] Updates Log for Virtual Group

Each action that performed on CT from Virtual Group should be reflected in CT2_System_Log#Requirements

[edit] Update Log

File:Virtual Group Updates Log.JPG

[edit] History

[edit] Change design for Reports related features

[edit] m1908

[edit] Multiple E0 case added

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