Trucking Billing Manifest(User Guide)

From UG

Revision as of 03:18, 13 February 2010 (edit) Alex (Talk | contribs) (→Example and Typical Workflow) ← Older edit		Revision as of 03:19, 13 February 2010 (edit) (undo) Alex (Talk | contribs) (→Spreadsheet) Newer edit →
Line 30:		Line 30:
	=== Spreadsheet ===		=== Spreadsheet ===
-	==== Manifest Tab ====	+	==== Manifest Section ====
-	==== Billing Tab ====	+	==== Billing Section ====
	== Figures ==		== Figures ==

---

Revision as of 03:19, 13 February 2010

Contents 1 Purpose 2 Location 3 Example and Typical Workflow 3.1 Template 3.2 Spreadsheet 3.2.1 Manifest Section 3.2.2 Billing Section 4 Figures 4.1 Figure 1. 4.2 Figure 2. 4.3 Figure 3. 4.4 Figure 4.

Purpose

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

Location

• Doc Center Tab in Master Trucking.

Example and Typical Workflow

• User opens one of the Master Trucking records and navigates to Doc Center Tab.

• 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 at this point template (form) appears a for user to fill in. 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

Template

Spreadsheet

Manifest Section

Billing Section

Figures

Figure 1.

Figure 2.

Figure 3.

Figure 4.