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- | == Purpose ==
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- | This spreadsheet is used by some operators working with [[Master Trucking]]. It will be generated, edited and sent to the client or vendor.
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- | == Location ==
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- | * Doc Center Tab in [[Master Trucking]].
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- | == Example and Typical Workflow ==
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- | * User opens one of the [[Master Trucking]] records and navigates to [[Doc Center Tab]].
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- | * User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
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- | * System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on [[#Figure 1.]]
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- | * User selects some CTs and clicks "OK".
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- | * System brings user back to Doc Center Tab where at this point template (form) appears a for user to fill in. See example on [[#Figure 2.]]
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- | ** See additional information about template here: [[#Template]]
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- | * Users completes the form and clicks "Generate Report" button.
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- | * System generates spreadsheet and opens it to the user. See example on [[#Figure 3.]] and [[#Figure 4.]]
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- | ** See additional information about spreadsheet here: [[#Spreadsheet]]
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- | === Template ===
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- | === Spreadsheet ===
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- | ==== Manifest Tab ====
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- | ==== Billing Tab ====
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- | == Figures ==
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- | === Figure 1. ===
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- | [[File:Select_CTs_from_Groups.JPG]]
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- | === Figure 2. ===
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- | [[File:Trucking_Billing_Manifest_Template_ver_2.JPG]]
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- | === Figure 3. ===
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- | [[File:Trucking_Billing_Manifest_Section_A.JPG]]
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- | === Figure 4. ===
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- | [[File:Trucking Billing Manifest Section B.JPG]]
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Current revision as of 06:41, 13 August 2011