Virtual Groups for NATP
From UG
(Difference between revisions)
(→General Wizard Steps) |
(→General Wizard Steps) |
||
| Line 92: | Line 92: | ||
List of filters above is from [[#Virtual Group Classifiers]] | List of filters above is from [[#Virtual Group Classifiers]] | ||
| + | |||
| + | ====== 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]] | ||
===== Option 2. Define by CT list ===== | ===== Option 2. Define by CT list ===== | ||
Revision as of 00:49, 16 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 and MOT:
- 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 choice of Truck Domestic for May 1; add 2 more trucking modes after
Misc:
- CT#On Customer Hold // radio
- CT#Pending Approval Mode // radio
- CT#Consol Warehouse // single select
Billing:
- Show Not Billed CT Records // checkbox
- see Billed CT Status
Pick Up:
- CT#Pick Up (Company - city - note) // single select
- populate list with all unique Address_bo#Company_City_Remark fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
- CT#Pick Up (city) // single select
- populate list with all unique Address#City fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
- CT#Pick Up (state) // single select
- populate list with all unique Address#State fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
Developer's Note: ----------------- To simplify you can instead show a list of all US states
- CT#Pick Up (ZIP) // single select
- populate list with all unique Address#Zip fields existing currently in DB where Address#Category equals to Address#ExportPickUpLocation
- CT#Pick Up Trucker // single select
- CT#PT Number // textbox, exact match
- CT#Estimated Pick Up Date // from datebox to datebox (to select range)
- CT#Actual Pick Up Date // from datebox to datebox (to select range)
Delivery:
- CT#Delivery To (Company - city - note) // single select
- populate list with all unique Address_bo#Company_City_Remark fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
- CT#Delivery To (city) // single select
- populate list with all unique Address#City fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
- CT#Delivery To (state) // single select
- populate list with all unique Address#State fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
Developer's Note: ----------------- To simplify you can instead show a list of all US states
- CT#Delivery To (ZIP) // single select
- populate list with all unique Address#Zip fields existing currently in DB where Address#Category equals to Address#ExportDeliveryLocation
- CT#Delivery Trucker // single select
- CT#DT Number // textbox, exact match
- CT#Estimated Delivery Date // from datebox to datebox (to select range)
- CT#Actual Delivery Date // from datebox to datebox (to select range)
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.
Option 1. Define by Classifiers
List of filters above is from #Virtual Group Classifiers
= 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
Option 2. Define by CT list
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 // if date is estimated then show it differently (add "e" at the end or/and change color or make bold)
- CT#Delivery Trucker
- 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
- 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
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 from #General Wizard Step 3
