EST 353023 KOO - Artex Customer Group in Portal

STATEMENT OF WORK CHANGE REQUEST ESTIMATE

Client	PART	Project	DEV	Site	PART-KOO
Client Reference	T20180911.0006	Aptean Reference	353023	Estimate Version	1.0
Prepared By	A N Walker			Estimate Date	21/09/18
Invoice Reference				Priority	3
Customer	Artex			System Version	4.X

Client Request

Filter access to the TTM portal by account code. We would like to be able to grant access to clients via this code and in some instances where a client has more than one account via multiple linked codes. i.e ART001, ART002 & ART003. Visibility of jobs must be limited to jobs with that account codes/s.

Aptean Solution

CALIDUS ePOD (C-ePOD) is sent across the Account ID via the Jobshare CSV and these are sent on to CALIDUS Portal TTM (C-PORTAL). The solution proposed is as follows: C-PORTAL TTM Admin users will be required to create Customer Groups matching the account codes they use. Once created, the users will identify the customers that match this group and apply them to the group. The Admin users will create user groups for each Artex user/business area. The users will then be restricted to see only jobs for the customer groups required, using the standard C-PORTAL TTM Customer Group restrictions. Multiple customer groups may be selected. The Admin users will create users for each Artex user/business area and assign them to these user groups. During implementation, OBS will configure the C-PORTAL Partnerlink implementation to allow selection of customer group on the Trip/Order Enquiry screen. C-PORTAL TTM will be modified to achieve this as follows: Trip/Order Enquiry screen Add Customer Group functionality linked to Partner to the screen. Fix Trip stops to not display address for restricted customer groups. Add Customer Group functionality linked to Partner to the extracts from this screen. ETA Enquiry screen Add Customer Group functionality linked to Partner to the screen. Fix Trip stops to not display address for restricted customer groups. When this solution is developed: The Trip/Order Enquiry screen will only display Orders with customers in the restricted customer group(s) for that user's group. The Trip/Order Enquiry screen will display all trip stops, but will only display orders, addresses and order details for orders with customers in the restricted customer group(s) for that user's group. The extracts from these enquiries will show only display orders, addresses and order details for orders with customers in the restricted customer group(s) for that user's group. The ETA Enquiry screen will show only orders with customers in the restricted customer group(s) for that user's group. The ETA Enquiry screen will display only addresses for orders with customers in the restricted customer group(s) for that user's group. Scope: Analysis has shown that the accounts may be set up against the Customers incorrectly - this must be checked and confirmed by the customer. This estimate the set-up, creation and maintenance of the Customer Groups, User Groups and Users and applying the relevant restrictions will be undertaken by the customer. OBS can configure this data but all configuration time will be chargeable on a Time & Materials basis.

Warning:

Unknown costs for client/year (PART/2018)

Cost Details
Activity	Hours	Rate per hour (£)	Cost (£ Exc. VAT)
Requirements	0.00	0.00	£0.00
Change Request Evaluation	0.25	0.00	£0.00
Functional Specification	0.50	0.00	£0.00
Technical Specification	0.00	0.00	£0.00
Development	2.50	0.00	£0.00
Testing and Release	0.75	0.00	£0.00
Implementation	0.75	0.00	£0.00
Project Management	0.25	0.00	£0.00
TOTAL	5.00		£0.00

Estimate excludes training, release to live and go live support.

Copyright © Aptean 2018. This estimate has an expiry date of 30 days from the specified Estimate Date. The information contained herein is supplied without liability for errors or omissions.