Virtual Groups for NATP

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Contents

General info

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

Billed Record Definition

  • Indiv CT: If at least one sales invoice exists then the record is Billed
  • Grouped CTs: pdf invoice is issued against entire “classic” (not virtual) group from any single CT that belong to the group. After that system should “register” that invoice with all CTs in the group and they would all be considered “Billed”.

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.

File:Virtual trucking groups wizard step 1.JPG


List of filters above is from #Virtual Group Classifiers

General Wizard. Step 2.

File:Virtual trucking groups wizard step 2.JPG

Columns for Group List
Misc
  • Paging - ideally we need it.
  • Sorting - by CT#
  • columns sortable? ideally - yes

General Wizard Step 3

File:Virtual trucking groups wizard step 3.JPG

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

Actions

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

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