Virtual Groups for NATP

From UG

Contents 1 Business Requirements 2 Solution 2.1 Misc 2.1.1 Billed Record 2.2 Virtual Group Classifiers 2.2.1 Virtual Groups Wizard. Step 1. 2.2.2 Virtual Groups Wizard. Step 2. 2.2.3 Virtual Groups Wizard. Step 3. 2.2.4 Schedule Report Wizard. Step 1. 2.2.5 Schedule Report Wizard. Step 2.

Business Requirements

Read New Arden Trucking Project NATP (main)#Virtual Groups

Solution

Misc

Billed Record

Definition: (If at least one sales invoice exists the record is Billed)

Virtual Group Classifiers

List of CT attributes below define what is in the specific group and what is out.

• Client Company // map to: CT#E0_Client
• Choice of 3 Trucking MOTs // map to: only 3 trucking submodes from CT#MOT list
• Flags:
  • CT#On Customer Hold
  • CT#Pending Approval Mode
• Shipper location // CT#Shipper
• Consignee location // CT#Consignee
• Trucker Name (carrier) // CT##Export Pick Up Trucker
• Pick up date estimated // CT#Estimated Export Pick Up Date
• Pick up date actual // CT#Actual Export Pick Up Date
• Delivery date estimated // CT#Estimated Delivery Date
• Delivery date actual // CT#Actual Delivery Date
• Not yet billed Records // calculate this real time
  • see #Billed Record

We are proposing to use Wizard. See UI draft below:

Virtual Groups Wizard. Step 1.

Virtual Groups Wizard. Step 2.

Virtual Groups Wizard. Step 3.

Schedule Report Wizard. Step 1.

Schedule Report Wizard. Step 2.