Virtual Groups for NATP
From UG
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* On OK system must confirm that action has been taken | * On OK system must confirm that action has been taken | ||
| + | * selected fields (check box) will be updated with new values in '''every''' CT in the virtual group | ||
=== List of fields to Update === | === List of fields to Update === | ||
Revision as of 21:46, 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.
Update Fields
- On OK system must confirm that action has been taken
- selected fields (check box) will be updated with new values in every CT in the virtual group
List of fields to Update
- CT#PT_Number
- CT#DT_Number
- CT#Estimated Export Pick Up Date
- CT#Actual Pick up Date
- CT#Estimated Delivery Date
- CT#Actual Delivery Date
- CT#Pick up Trucker
- CT#Delivery Trucker
Other Actions
Depending on the choice of Action user will be directed to specific UI. See list below:
- Documents_for_Virtual_Group
- Billing for Virtual Group
- File Upload for Virtual Group
- Schedule_Report_for_Virtual_Group
- Generate Report for Virtual Group
Misc
Billed Record
Definition: (If at least one sales invoice exists the record is Billed)
