CT and Master Templates

From UG

Contents 1 Intro 2 CT Templates 3 Master Templates 3.1 Create Master Template 3.2 Create Master based on Template 3.3 Apply Master Template to selected Master 4 Figures 4.1 Figure 1: Template management center 4.2 Figure 2: Create CT based on template 4.3 Figure 3: Apply template 4.4 Figure 4: Create M based on template 4.5 Figure 5: Apply Master template 5 History 5.1 m380

Intro

• parent mantis: http://mantis.jaguarfreight.com/mantis/view.php?id=1801

CT Templates

See Figures ...

Master Templates

Create Master Template

To create template user must go to #Figure 1: Template management center.

• 1) choose appropriate tab for MOT
• 2) click on Create - pop up will appear
• 3) enter M# - system will automatically pre-fill (Master Shipper) and (Master Consignee)
• 4) enter (text) field - this is a just a note
• 5) click on Save

Create Master based on Template

• 1) Go to #Figure 4: Create M based on template
• 2) Select Mode and Client - system will display a list of all relevant templates
• 3) Continue filtering by selecting specific Shipper and Consignee (it follows same design as in #Figure 2: Create CT based on template)

Apply Master Template to selected Master

• 1) select Template from drop down and and click "apply template"

Figures

Figure 1: Template management center

Figure 2: Create CT based on template

Figure 3: Apply template

Figure 4: Create M based on template

Figure 5: Apply Master template

History

m380

• 0000380: (*ph1)(CT/Master Templates) Add Master Templates feature
• see #Master Templates