Virtual Groups for NATP

From UG

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. 5.1.3 General Wizard. Step 3. 6 Action Wizards 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) // logic: CT#E0_Client OR CT#E1_Client OR ....
  • 'Technical Note:It is assumed that for this project *Arden* client will always be selected but it seems that there is no point in hardcoding this.
• Choice of 3 Trucking MOTs (multiselect) // map to: only 3 trucking submodes from CT#MOT list
  • Developer's Note: If too hard to implement all truck MOTs by May 1 deadline then limit choice to Truck Domestic
• Flags:
  • CT#On Customer Hold
  • CT#Pending Approval Mode
• Export Pick Up Address // CT#Export Pick Up Address
• Export Delivery To Address // CT#Export Delivery To Address
• 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

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.

General Wizard. Step 3.

Action Wizards

After General Wizard is complete depending on the choice of Action user will be directed to specific Action Wizard. See list below:

• Schedule_Report_for_Virtual_Group#Schedule_Report_Wizard

Misc

Billed Record

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