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. 5.1.2.1 Columns for Group List 5.1.3 General Wizard Step 3 6 Update Fields 6.1 List of fields 7 Other Actions 8 Misc 8.1 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 ....
  • '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.

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
• CT#Delivery Trucker
• CT#Actual Delivery Date if empty then show CT#Estimated Delivery Date

• Paging - ideally we need it.
• Sorting - by CT#
• columns sortable? ideally - yes

General Wizard Step 3

• If user clicks on apply then system will produce pop up with relevant user interface.

Update Fields

• On OK system must confirm that action has been taken

List of fields

• CT#PT_Number
• CT#DT_Number
• CT#Estimated Export Pick Up Date
• CT#Actual Pick up Date
• CT#Estimated Delivery Date
• CT#Actual Delivery Date
• CT#Pick up Trucker
• CT#Delivery Trucker

Other Actions

Depending on the choice of Action user will be directed to specific UI. See list below:

• Documents_for_Virtual_Group
• Billing for Virtual Group
• File Upload for Virtual Group
• Schedule_Report_for_Virtual_Group
• Generate Report for Virtual Group

Misc

Billed Record

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