Addressbook (component)

From UG

(Difference between revisions)

Jump to: navigation, search

Revision as of 14:11, 15 September 2011

General Info and Scope

Classified As: (small) (large) component / common feature / misc
Parent Mantis: 706

Scope

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

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.

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

Design

Address Profile Fields

Company City

Company City Note

Remark

Address 1

Address 2

Address 3

City

Zip

Country

State

Contact Person

Tel

Fax

Version 1

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

Transportation or
Vendor or
Bill To

Version 2

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

See #Figure1 and #Figure2.

3 top category tabs are merged into one.

Filter by category

Contains:

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

Data Migration

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

Figures

Figure 1

Figure 2

History

m901

0003093 Addressbook. Add an area to enter a VAT number into the address book

Wiki Updated? No

@@ Line 16: / Line 16: @@
 == Business Requirements ==
-Need an 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 multiple address locations for the same Company Name.
+The following is a list of types of shipping addresses:
 *Shippers
@@ Line 34: / Line 36: @@
 *Overseas Agents
-It is required that the VAT Number is listed on the Sales Invoice under the bill to address.
+Fields needed:
-We will need to add a section in Admin > Address Book > Bill To Parties to enter the VAT number, so this will be saved as part of the address.
-The VAT Number is 11 Characters.
-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.
+*Street address, multiple lines
+*City name
+*State and/or providence
+*Contact names
+*Telephone #
+*Fax #
+*VAT Number
 == Design ==