256637

256637 PA-7KPHJ8 EFX Pop-Up box

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The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

FUNCTIONAL OVERVIEW

Client Requirement

MTS planning - EFX Pop-Up box - Hide or grey-out 'Trip Cost Man' as a fixed selection, and Hide or grey-out 'Forecast' as a fixed selection

1: When allocating a Trip to EFX the Pop-up box offers several options for Cost - hardcode the cost option as 'Trip Cost Man' and hide or grey-out the selection also hardcode 'Forecast' as the status type again hide or grey-out the selection. This leaves 3 boxes for input - Deadline Date, Deadline Time and Rate

2: re-adjust the 'Tabbing' sequence to navigate from 'deadline Date' to 'deadline time' to 'rate'

Added by SS 24.10.08 - It may be beneficial to have these controlled by parameters within MTS.

Quicker input of data when the various options are not relevant in this situation

Solution

Current functionality in TRIP_SUM and TRIP_PLAN, for EFX Payment Details, are as follows:

• The EFX Pop Up Box, named ‘Payment Details’ in the Trip Screens is only displayed when the checkbox next to ‘EFX Ref.’ is selected and the current Trip has a Carrier of ‘EFX’ • This ‘Payment Details’ box is pre-populated with Event Ref (Sched_Name || ‘-‘ || Trip_Id), Debit Account (Cost Centre) and Credit Account (Carrier_Id), which are greyed out and not editable. • The user is able to enter a Payment Type and Status, selectable from the drop-down lists • The user is able to input an Expiry Date, Time and Amount • When saved table ACC_PAYMENT is updated with the info in the ‘Payment Details’ box

The Payment Type drop-down list currently contains the following: AM Deliv AL, Demurrage, Extra Drops, FUELSurch, Fuel Surch, Fuel Surchrg, Premium, Returns, Timed AL, Trip Haul Al, Trip Haul Ma, Trip Haulage

The Payment Status drop-down list currently contains the following: Forecast, Actual, Provisional

Part 1 – EFX Pop-Up Box Input Fields The EFX Pop Up Box will be amended so that when it is displayed, the following items are greyed out and not editable: Event Ref which relates to ‘Sched_Name || ‘-‘ || Trip_Id e.g. ‘081027-MAN-00234567’ Debit Account which relates to the Cost Centre of the Trip Credit Account which relates to the Carrier_Id assigned to the Trip Type will be hard coded as ‘Trip Haul Ma’ Status will be hard coded as ‘Forecast’

Therefore, the only fields that will be editable are: Amount, Expiry Date, Expiry Time

The only situation, where the Type and Status are not hard-coded and greyed out will be governed by a User Group having the function ACC_DIFF_EFX_PAYMENT promoted to their Group. If a user is in a particular group with this function promoted, then they will have the ability to select the Type and Status from the drop-down lists.

This therefore requires a new function to be included in table ADM_FUNCTION, with FN_NAME of ‘ACC_DIFF_EFX_PAYMENT’ and DESCRIPTION of ‘Ability to amend Payment Type and Status for a Trip with a Carrier Id of EFX, in the TRIP screens’.

This function will then be available in the ‘Functions’ tab of the Group Maintenance screen for promoting.

Part 2 – Tabbing Issue When the EFX Pop Up Box is displayed, the tab sequence between fields will be as follows;

When Type and Status Hard-coded: Expiry Date – Expiry Time – Amount – OK – Cancel (Back to Expiry Date at Beginning) When Type and Status Editable: Type – Status – Expiry Date – Expiry Time – Amount – OK – Cancel (Back to Expiry Date at Beginning)

1.3 Scope

This change will be applied to system version 10.6 on CONTST and once approved CONPRD.

FUNCTIONAL DESCRIPTION

Sample Layout

Below is a screenshot of how the ‘Functions’ tab within the Group Maintenance form will display when the new function has been created, and is ready to be promoted:

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Below is an example of how the EFX pop-up will be displayed without the promotion of the new function:

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Below is how the EFX Pop-Up Box will be displayed when the user has the new function ACC_DIFF_EFX_Payment promoted to their user group:

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The tabbing sequence between fields within the EFX Pop-Up Box will be as follows:

When Type and Status Hard-coded: Expiry Date – Expiry Time – Amount – OK – Cancel (Back to Expiry Date at Beginning)

When Type and Status Editable: Type – Status – Expiry Date – Expiry Time – Amount – OK – Cancel (Back to Expiry Date at Beginning)

This is achieved by setting the ‘Next Navigation Item’ property within the Property Palette for each field in the Pop-Up. Below you can see that the Next Navigable item from the ‘Expiry Date’ will be ‘Expiry Time’:

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Code Amendments

Below is a preliminary outline of the code required to set up the EFX Pop-Up box either with the Payment Type and Status hard-coded or else selectable from drop-down lists depending on the new function.

BEGIN

IF :TRIP_DTL.EFX_SEND_FLAG = 'Y' THEN

IF :trip_dtl.carrier_id = 'EFX' THEN --Only proceed if carrier is EFX

      F_POP_PAYMENT_TYPES;

Go_Block( 'PAYMENT_DETAIL' ); :PAYMENT_DETAIL.EVENT_REF := :TRIP_DTL.SCHED_NAME || '-' || :TRIP_DTL.TRIP_ID;

     :PAYMENT_DETAIL.Debit_Acc  := :TRIP_DTL.COST_CENTRE;
     :PAYMENT_DETAIL.Credit_Acc := :TRIP_DTL.CARRIER_ID;
     :PAYMENT_DETAIL.entered_date := SYSDATE;
     :PAYMENT_DETAIL.revenue_date := TRUNC( SYSDATE );
     :PAYMENT_DETAIL.narrative_1  := :PAYMENT_DETAIL.event_ref;

SELECT COUNT(*) INTO counter

 	    FROM acc_payment ap
	    WHERE ap.event_ref = :TRIP_DTL.SCHED_NAME || '-' || :TRIP_DTL.TRIP_ID
      AND UPPER(PAYMENT_TYPE) = 'TRIP HAUL MA’
      AND ap.parent_payment IS NOT NULL;

IF NOT ADM.FN_ACCESS ('ACC_Diff_EFX_Payment', NULL, NULL) THEN

IF counter <> 0 THEN SELECT payment_type, amount, status INTO :PAYMENT_DETAIL.payment_type, :PAYMENT_DETAIL.amount, :PAYMENT_DETAIL.status FROM acc_payment ap WHERE ap.event_ref = :TRIP_DTL.SCHED_NAME || '-' || :TRIP_DTL.TRIP_ID AND UPPER(PAYMENT_TYPE) = 'TRIP HAUL MA' AND ap.parent_payment IS NOT NULL; ELSE :PAYMENT_DETAIL.payment_type := 'Trip Haul Ma'; :PAYMENT_DETAIL.amount := NULL; :PAYMENT_DETAIL.status := 'Forecast'; END IF;

SET_ITEM_PROPERTY ('PAYMENT_DETAIL.PAYMENT_TYPE', ENABLED, PROPERTY_FALSE);

      SET_ITEM_PROPERTY ('PAYMENT_DETAIL.PAYMENT_TYPE', NAVIGABLE, 

PROPERTY_FALSE);

      SET_ITEM_PROPERTY ('PAYMENT_DETAIL.STATUS', ENABLED, PROPERTY_FALSE);
      SET_ITEM_PROPERTY ('PAYMENT_DETAIL.STATUS', NAVIGABLE, PROPERTY_FALSE);

     ELSE
     	IF counter <> 0 THEN		  

SELECT payment_type, amount, status INTO :PAYMENT_DETAIL.payment_type, :PAYMENT_DETAIL.amount, :PAYMENT_DETAIL.status FROM acc_payment ap WHERE ap.event_ref = :TRIP_DTL.SCHED_NAME || '-' || :TRIP_DTL.TRIP_ID AND UPPER(PAYMENT_TYPE) = 'TRIP HAUL MA' AND ap.parent_payment IS NOT NULL; ELSE :PAYMENT_DETAIL.payment_type := NULL; :PAYMENT_DETAIL.amount := NULL; :PAYMENT_DETAIL.status := NULL; END IF;

 END IF;

 UPDATE sch_trip
 SET EFX_SEND_FLAG = 'Y'
 WHERE sched_name = :TRIP_DTL.sched_name
 AND trip_id    = :TRIP_DTL.trip_id;

  FC_Commit.Do_Enable;
ELSE

:trip_dtl.efx_send_flag := 'N'; Set_Alert_Property( 'ERR_MSG', ALERT_MESSAGE_TEXT, 'To use this option Carrier must be EFX ');

  v_Retnum := Show_Alert( 'ERR_MSG' );	
  RETURN;
END IF;

END IF;

END;

The following sql script will need to be run against the test and live databases to insert the new function into table ADM_FUNCTION this is to allow the promotion to user groups if desired in the future:

INSERT INTO ADM_FUNCTION (fn_name, description, active) VALUES (‘ACC_Diff_EFX_Payment’,‘Ability to amend Payment Type and Status for a Trip with a Carrier Id of EFX, in the TRIP screens’,’Y’);

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References

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Glossary

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