Trucking Billing Manifest(User Guide)
From UG
(Difference between revisions)
(→Spreadsheet: Billing Section) |
(→Spreadsheet: Billing Section) |
||
| Line 105: | Line 105: | ||
* '''C-Trax''' - CT# | * '''C-Trax''' - CT# | ||
| - | * '''Plts'' - Grand Total: Plts | + | * '''Plts''' - [[Commodity#Grand Total: Plts]] |
| - | * '''Pkgs on Plts'' - Grand Total: Pkgs On Plts | + | * '''Pkgs on Plts''' - [[Commodity#Grand Total: Pkgs On Plts]] |
| - | * '''Loose Pkgs''' - Grand Total: Loose Pkgs | + | * '''Loose Pkgs''' - [[Commodity#Grand Total: Loose Pkgs]] |
| - | * '''Gross Weight''' - Grand Total: Gross Kg | + | * '''Gross Weight''' - [[Commodity#Grand Total: Gross Kg]] |
| - | * '''Rate ''' - | + | * '''Rate ''' - from [[#Template]] |
| - | * '''Freight Total ''' | + | * '''Freight Total ''' = xls formula: IF(''Gross Weight''/100*''Rate ''<75,75,''Gross Weight''/100*''Rate '') |
| - | * '''Fuel ''' - | + | * '''Fuel ''' - from [[#Template]] |
| - | * '''Fuel Total ''' | + | * '''Fuel Total ''' = ''Freight Total '' x ''Fuel'' |
| - | * '''Extra 1 ''' | + | * '''Extra 1 ''' - default to 0.00 |
| - | * '''Extra 2 ''' | + | * '''Extra 2 ''' - default to 0.00 |
| - | * '''Total ''' | + | * '''Total ''' = ''Freight Total '' + ''Fuel Total '' + ''Extra 1 '' + ''Extra 1 '' |
| - | * CT formulas | + | * CT formulas examples for line 31: |
| - | + | ||
** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31) | ** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31) | ||
| - | *** note: 75 here is a "Minimal Rate" from Template | + | *** note: 75 here is a "Minimal Rate" from Template |
| - | + | ** Fuel Total // =G31*H31 | |
| - | ** Fuel Total // =G31*H31 | + | |
| - | + | ||
| - | + | ||
** Total // =G31+I31+J31+K31 | ** Total // =G31+I31+J31+K31 | ||
| - | |||
* Totals Formulas (see line 39) | * Totals Formulas (see line 39) | ||
** each total is simply a sum of all numbers above it | ** 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! ''' | ||
== Figures == | == Figures == | ||
Revision as of 08:15, 15 February 2010
Contents |
Related Documents
See Category: Trucking Billing Manifest (M) (xls)
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 0.00
- Minimum Rate - textbox, default value is 0.00
- Fuel - textbox, default value is 0.00
- Extra columns - listbox, default value is 0
Spreadsheet
There are 2 sections - see below.
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#
- Vendor - CT#Shipper
- P.O. - Commodity#PO
- Item - Commodity#SKU
- 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#
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#
- Plts - Commodity#Grand Total: Plts
- Pkgs on Plts - Commodity#Grand Total: Pkgs On Plts
- Loose Pkgs - Commodity#Grand Total: Loose Pkgs
- Gross Weight - Commodity#Grand Total: Gross Kg
- Rate - from #Template
- Freight Total = xls formula: IF(Gross Weight/100*Rate <75,75,Gross Weight/100*Rate )
- Fuel - from #Template
- 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
- Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
- 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!
Figures
Figure 1.
Figure 2.
Figure 3.
Figure 4.
