Trucking Billing Manifest (Developer Guide)

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[[Category:Trucking Billing Manifest (M) (xls)]]
[[Category:Trucking Billing Manifest (M) (xls)]]
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== Info ==
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* parent: http://ct.jaguarfreight.com/mantis/view.php?id=1581
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* old wiki: [[Trucking Billing Manifest (M) (xls) (OLD)]]
== Purpose ==
== Purpose ==
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* '''Loose Pkgs''' -  [[Commodity#Grand Total: Loose Pkgs]]   
* '''Loose Pkgs''' -  [[Commodity#Grand Total: Loose Pkgs]]   
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* '''Gross Weight''' - [[Commodity#Grand Total: Gross Kg]]
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* '''Gross Weight''' - [[Commodity#Grand Total: Gross Lb]]
* '''Rate ''' - from [[#Template]]
* '''Rate ''' - from [[#Template]]
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* '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate! '''
* '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate! '''
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== Misc ==
== Misc ==
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[[File:Trucking Billing Manifest Section B.JPG]]
[[File:Trucking Billing Manifest Section B.JPG]]
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== History ==
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See [[Trucking_Billing_Manifest_(CR)]]

Current revision as of 06:54, 13 August 2011

Contents

[edit] Info

[edit] Purpose

This spreadsheet is used by some operators working with Master Trucking. It will be generated, edited and sent to the client or vendor.

[edit] Location

[edit] Example and Typical Workflow

  • User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
  • System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on #Figure 1.
  • User selects some CTs and clicks "OK".
  • 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.
  • System generates spreadsheet and opens it to the user. See example on #Figure 3. and #Figure 4.
    • See additional information about spreadsheet here: #Spreadsheet

[edit] Template

  • Date - datebox, default value is current date
  • Client Company - textbox, default value is blank
  • Authorized By - textbox, default value is blank
  • Rate - textbox, default value is 0.00
  • Minimum Rate - textbox, default value is 0.00
  • Fuel - textbox, default value is 0.00
  • Extra columns - listbox, default value is 0

Additional information:

  • Date
datatype/format: Datatypes#CT2 Date
timezone: user PC or server time
datatype/format: Datatypes#ascii, max=30
required: N
  • Authorized By
datatype/format: Datatypes#ascii, max=30
required: N
  • Rate - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
required: N
  • Minimum Rate - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
required: N
  • Fuel - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100; 3 digits after decimal point
required: N
  • Extra columns - listbox, default value is 0, possible values: {0,1,2,3}

[edit] Spreadsheet

There are 2 sections - see below.

[edit] Spreadsheet: Manifest Section

See Example on Figure 3.

  • This is a table.
  • 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
  • Vertically it has a number of columns. See column definitions below.
  • CT#
  • 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
  • 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#

[edit] Spreadsheet: Billing Section

See example on #Figure 4

  • This is a table.
  • Horizontally:
    • header: print column headers
    • body: print one line per CT
    • footer: print totals
  • Vertically each line has the following fields - see below.
  • C-Trax - CT#
  • Freight Total = IF(Gross Weight/100*Rate <75) THEN 75 ELSE Gross Weight/100*Rate
  • Fuel Total = Freight Total x Fuel
  • Extra 1 - default to 0.00
  • Extra 2 - default to 0.00
  • Total = Freight Total + Fuel Total + Extra 1 + Extra 1
  • CT formulas examples for line 31:
    • Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
      • note: 75 here is a "Minimal Rate" from Template
    • Fuel Total // =G31*H31
    • Total // =G31+I31+J31+K31
  • Totals Formulas (see line 39)
    • each total is simply a sum of all numbers above it
  • ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!

[edit] Misc

  • Please note that it is not required to have option to save generated version into the system (as for pdfs)


[edit] Figures

[edit] Figure 1.

File:Select_CTs_from_Groups.JPG

[edit] Figure 2.

File:Trucking_Billing_Manifest_Template_ver_2.JPG

[edit] Figure 3.

File:Trucking_Billing_Manifest_Section_A.JPG

[edit] Figure 4.

File:Trucking Billing Manifest Section B.JPG



[edit] History

See Trucking_Billing_Manifest_(CR)

Retrieved from "https://wiki.jaguarfreight.com/Trucking_Billing_Manifest_(Developer_Guide)"
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