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 5.1.2.2 Misc 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 // match against CT#E0_Client OR CT#E1_Client OR CT#E2_Client OR CT#E3_Client
• CT#MOT // single select // only Truck Domestic for May 1; add 2 more trucking modes after
• CT#On Customer Hold // radio
• CT#Pending Approval Mode // radio
• CT#Consol Warehouse // multiselect?
• CT#PT Number // textbox, exact match
• CT#DT Number // textbox, exact match

• CT#Pick Up // multiselect?
• CT#Pick Up Trucker // multiselect?
• CT#Estimated Pick Up Date
• CT#Actual Pick Up Date

• CT#Delivery To // multiselect?
• CT#Delivery Trucker // multiselect?
• CT#Estimated Delivery Date
• 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

Misc

• 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)