CyberTrax 2.1 Client (EA Stamford Planners Only)
From UG
Contents |
Introduction
Basic planner is able to approve new shipments on his New tab.
Use case 1. Approve an individual shipment
She can approve one shipment at a time, by selecting the check box in front of the shipment record and then sets the approval status
OR she can view a specific shipment record and then set an approval status
She does not allow to re-approve the approved shipment
- If she selects the pre-approved shipment CT 300488, the set approval status panel will be replaced by: "This shipment is pending for the final approval from super planner."
- Same as on the view page
use case 2.Approve many or all shipments at once
She can select all shipments by selecting the check box on the top of the column and then set approval status and click "Apply" button.
Constraint:
- If all shipments that she selected contains some shipment that already been approved by basic planner, system will not allow her to set approval status to all shipments. She will see an error message stating that "Some shipment(s) has already been approved. Please select only new shipment(s) that you would like to approve." [OK]
Use case 3. Shipment List for Basic Planner
Use case 4. Shipment List for Super Planner on New Tab
View for super planner is slightly different from basic planner. As super planner's view: Planner's name column is added and Piece Price column is removed.
As this example, Super planner logs on the web portal and he sees that there are 3 shipments records on New tab and 1 shipment record were approved by basic planner. Super planner is able to either set approval status for all shipments on New Tab at once or set approval status for only some shipments or one at a time.
Use case 5. Shipment List for both Super Planner and Basic Planner on Approved Tab
Super planner decides to approve CT 300485 on the shipment list on New Tab. Once she approved this shipment, this shipment is moved from New Tab to Approved Tab with a green flag as figure below.
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