Client Company
From UG
Contents |
Info
- Parent Mantis: 601
Business Need
Client Company is one of the major entities in the system.
Normally it is a company that ordered 3PL services from Jaguar. As a result Jaguar would have some kind of service contract (with key rules identified such as incoterms and rates) and will bill that company for services.
It is often used as a major filter. And often set up/defined with this purpose - see (a) below.
Note that it is a bit more complicated because:
- Bill To party is not always the same name as Client Company (it could be one of its associated offices or divisions for example)
- One company (as registered by State and uniquely identified by the same internet domain name) could be presented in CT2 by multiple values. This is to distinguish between different types of moves. For example Elizabeth Arden is represented by many E0's:
Elizabeth Arden Elizabeth Arden AU Elizabeth Arden PR Elizabeth Arden SA EA DOM PORTAL EA USA Domestic etc .....
Solution v1
Current!
List of companies and company profile
Client Company Group
Commissions functionality
Sales Person
Jag user who receives commissions for this Company's profit.
Sales Person Start Day
Day from which Sales Person receives his commission.
- If Sales Person is set then this date must be set. Produce error pop up on save if not: "Error: Sales Person Start Day must be set! [OK]"
- If Sales Person is changed but date remains the same (check on Save) produce Warning pop up on save:
- "Warning! Sales Person is changed but Sales Person Start Day remains the same! Are you sure? [Y][N]"
- [Y] - continue, save
- [N] - go back to edit mode
- "Warning! Sales Person is changed but Sales Person Start Day remains the same! Are you sure? [Y][N]"
SOWs
SOW 1
- 0000780: (*ph1)(Admin Client Companies) Implement "archive" function feature
- implement "standard CT2 archive functionality"
- if Client Company is archived then:
- hide it on Create CT page
- show it with everywhere else (with archive logo or print "archived" next to the name) where we have Clients lists
SOW 2
DB
mysql> select curdate(); describe tblClientCompany; +------------+ | curdate() | +------------+ | 2013-05-15 | +------------+ 1 row in set (0.00 sec) +--------------------------------+-------------+------+-----+---------+----------------+ | Field | Type | Null | Key | Default | Extra | +--------------------------------+-------------+------+-----+---------+----------------+ | Id | int(10) | NO | PRI | NULL | auto_increment | | CompanyName | varchar(50) | NO | | NULL | | | InternalOpsGroupId | int(10) | YES | MUL | NULL | | | SalesPersonId | int(10) | YES | MUL | NULL | | | CreditStatusId | int(10) | YES | MUL | NULL | | | CreditLimitId | int(10) | YES | MUL | NULL | | | CreditTermId | int(10) | YES | MUL | NULL | | | DisplayExchangeRates | tinyint(1) | NO | | 0 | | | ShowDeliveryLocation | tinyint(1) | NO | | 0 | | | IsArchived | bit(1) | NO | | b'0' | | | IsCT2Numbering | bit(1) | NO | | b'1' | | | IsPOIssuing | bit(1) | NO | | b'0' | | | IsShowReportScheduler | bit(1) | NO | | b'0' | | | EnableDailyReport | bit(1) | NO | | b'0' | | | SendToTrendset | bit(1) | NO | | b'0' | | | AccClientCompanyGroupId | int(10) | YES | MUL | NULL | | | OwnerOfficeId | int(10) | YES | MUL | NULL | | | UseDefaultGrossMarginSplitRule | bit(1) | NO | | b'1' | | | GrossMarginSplitRuleId | int(10) | YES | MUL | NULL | | | IsGmsExcluded | bit(1) | NO | MUL | b'0' | | +--------------------------------+-------------+------+-----+---------+----------------+ 20 rows in set (0.00 sec) mysql> show create table tblClientCompany; | tblClientCompany | CREATE TABLE `tblClientCompany` ( `Id` int(10) NOT NULL AUTO_INCREMENT, `CompanyName` varchar(50) NOT NULL, `InternalOpsGroupId` int(10) DEFAULT NULL, `SalesPersonId` int(10) DEFAULT NULL, `CreditStatusId` int(10) DEFAULT NULL, `CreditLimitId` int(10) DEFAULT NULL, `CreditTermId` int(10) DEFAULT NULL, `DisplayExchangeRates` tinyint(1) NOT NULL DEFAULT '0', `ShowDeliveryLocation` tinyint(1) NOT NULL DEFAULT '0', `IsArchived` bit(1) NOT NULL DEFAULT b'0', `IsCT2Numbering` bit(1) NOT NULL DEFAULT b'1', `IsPOIssuing` bit(1) NOT NULL DEFAULT b'0', `IsShowReportScheduler` bit(1) NOT NULL DEFAULT b'0', `EnableDailyReport` bit(1) NOT NULL DEFAULT b'0', `SendToTrendset` bit(1) NOT NULL DEFAULT b'0', `AccClientCompanyGroupId` int(10) DEFAULT NULL, `OwnerOfficeId` int(10) DEFAULT NULL, `UseDefaultGrossMarginSplitRule` bit(1) NOT NULL DEFAULT b'1', `GrossMarginSplitRuleId` int(10) DEFAULT NULL, `IsGmsExcluded` bit(1) NOT NULL DEFAULT b'0', PRIMARY KEY (`Id`), KEY `tblClientCompany_ibfk_1` (`InternalOpsGroupId`), KEY `tblClientCompany_ibfk_2` (`SalesPersonId`), KEY `tblClientCompany_ibfk_3` (`CreditStatusId`), KEY `tblClientCompany_ibfk_4` (`CreditLimitId`), KEY `tblClientCompany_ibfk_5` (`CreditTermId`), KEY `AccClientCompanyGroupId` (`AccClientCompanyGroupId`), KEY `OwnerOfficeId` (`OwnerOfficeId`), KEY `GrossMarginSplitRuleId` (`GrossMarginSplitRuleId`), KEY `IsGmsExcluded` (`IsGmsExcluded`), CONSTRAINT `fk_AccClientCompanyGroupId` FOREIGN KEY (`AccClientCompanyGroupId`) REFERENCES `tblAccClientCompanyGroup` (`Id`) ON UPDATE CASCADE, CONSTRAINT `tblClientCompany_fk` FOREIGN KEY (`OwnerOfficeId`) REFERENCES `tblOffice` (`Id`) ON UPDATE CASCADE, CONSTRAINT `tblClientCompany_fk1` FOREIGN KEY (`GrossMarginSplitRuleId`) REFERENCES `tblGrossMarginSplitRule` (`Id`) ON UPDATE CASCADE, CONSTRAINT `tblClientCompany_ibfk_1` FOREIGN KEY (`InternalOpsGroupId`) REFERENCES `tblJaguarUserGroup` (`Id`), CONSTRAINT `tblClientCompany_ibfk_2` FOREIGN KEY (`SalesPersonId`) REFERENCES `tblJaguarUser` (`Id`), CONSTRAINT `tblClientCompany_ibfk_3` FOREIGN KEY (`CreditStatusId`) REFERENCES `tblCreditStatus` (`Id`), CONSTRAINT `tblClientCompany_ibfk_4` FOREIGN KEY (`CreditLimitId`) REFERENCES `tblCreditLimit` (`Id`), CONSTRAINT `tblClientCompany_ibfk_5` FOREIGN KEY (`CreditTermId`) REFERENCES `tblCreditTerm` (`Id`) ) ENGINE=InnoDB AUTO_INCREMENT=1987 DEFAULT CHARSET=latin1 ROW_FORMAT=COMPACT COMMENT='InnoDB free: 9216 kB; (`InternalOpsGroupId`) REFER `cybertra' |
