Virtual Groups for NATP

From UG

Revision as of 21:59, 31 March 2010 (edit) Alex (Talk | contribs) (→Other Actions) ← Older edit		Revision as of 23:17, 31 March 2010 (edit) (undo) Alex (Talk | contribs) (→Billed Record) Newer edit →
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	===Billed Record ===		===Billed Record ===
-	Definition: (If at least one sales invoice exists the record is '''Billed''')	+	Definition:
		+
		+	* Indiv CT: If at least one sales invoice exists the record is '''Billed'''
		+	* Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any CT. After that system would “register” that invoice with all CTs in the group so they would '''all''' be considered “Billed”.

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Revision as of 23:17, 31 March 2010

Contents 1 General info 2 Business Requirements 3 Virtual Group Classifiers 3.1 Complete List of Virtual Group Classifiers 4 Virtual Groups Wizards 5 General Wizard 5.1 General Wizard Steps 5.1.1 General Wizard. Step 1. 5.1.2 General Wizard. Step 2. 5.1.2.1 Columns for Group List 5.1.2.2 Misc 5.1.3 General Wizard Step 3 6 Actions 7 Misc 7.1 Billed Record

General info

• parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1908

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.

Actions

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

• Update Fields for Virtual Group
• 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:

• Indiv CT: If at least one sales invoice exists the record is Billed
• Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any CT. After that system would “register” that invoice with all CTs in the group so they would all be considered “Billed”.