Trucking Billing Manifest(User Guide)

From UG

Revision as of 17:25, 13 February 2010

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 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

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 blank

• Minimum Rate - textbox, default value is blank

• Fuel - textbox, default value is blank

• Extra columns - listbox, default value is 0

Spreadsheet

Spreadsheet: Manifest Section

Spreadsheet: Billing Section

Figures

Figure 1.

Figure 2.

Figure 3.

Figure 4.