Trucking Billing Manifest(User Guide)

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-	== Related Documents ==	+	[[Category: xArc]]
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-	See [[:Category: Trucking Billing Manifest (M) (xls)]]	+
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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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-	[[Category: Trucking Billing Manifest (M) (xls)]]	+
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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 user is presented with a template (form). See example on [[#Figure 2.]]	+
-	** See additional information about template here: [[#Template]]	+
-		+
-	* 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.]]	+
-	** See additional information about spreadsheet here: [[#Spreadsheet]]	+
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-	=== Template ===	+
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-	* '''Date''' - [[datebox]], default value is current date	+
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-	* '''Client Company''' - [[textbox]], default value is blank	+
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-	* '''Authorized By''' - [[textbox]], default value is blank	+
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-	* '''Rate''' - [[textbox]], default value is 0.00	+
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-	* '''Minimum Rate''' - [[textbox]], default value is 0.00	+
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-	* '''Fuel''' - [[textbox]], default value is 0.00	+
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-	* '''Extra columns''' - [[listbox]], default value is 0	+
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-	=== Spreadsheet ===	+
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-	There are 2 sections - see below.	+
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-	=== Spreadsheet: Manifest Section ===	+
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-	See Example on Figure 3.	+
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-	*  This is a table.	+
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-	* Horizontally:	+
-	** it consists of as many sections as there are CTs (originally selected by user)	+
-	** each CT section has as many lines as there are in commod table for this CT	+
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-	* Vertically it has a number of columns. See column definitions below.	+
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-	* '''CT#'''	+
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-	* '''Vendor''' -  [[CT#Shipper]]	+
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-	* '''P.O.''' - [[Commodity#PO]]	+
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-	* '''Item''' - [[Commodity#SKU]]	+
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-	* '''Origin Port'''	+
-	::''City, State'' from [[CT#Export Pick Up]]	+
-	::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet	+
-		+
-	* '''Dest. Port'''	+
-	::''COMPANY-CITY-NOTE'' from [[CT#Export Delivery To]]	+
-	::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet	+
-		+
-	* '''Actual Pick Up Date'''	+
-	:: [[CT#Actual Export Pick Up Date]]	+
-	:: Note: for Truck-Ocean this date is on [[Container]]; and since each [[Commodity]] line is assigned to its own container - date would be shown for every spreadsheet line for such CT	+
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-	* '''Actual Delivery Date'''	+
-	:: [[CT#Actual Delivery Date]]	+
-	:: Note: for Truck-Ocean this date is on [[Container]]; and since each [[Commodity]] line is assigned to its own container - date would be shown for every spreadsheet line for such CT	+
-		+
-	* Sorted by: CT#	+
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-	=== Spreadsheet: Billing Section ===	+
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-	See example on figure 4.	+
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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