Billing for Virtual Group

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[[http://mantis.jaguarfreight.com/wiki/Trucking_Billing_Manifest_%28CR%29 Change Request]]
[[http://mantis.jaguarfreight.com/wiki/Trucking_Billing_Manifest_%28CR%29 Change Request]]
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== Change Request March 8, 2010 ==
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* Mantis [http://mantis.jaguarfreight.com/mantis/view.php?id=1844 1844]
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* Template section: Add Maximum Rate under Minimum Rate
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** '''Maximum Rate''' - text box, default is 0.00
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** Addition Information
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*** '''Maximum Rate'''- ''datatype/format:'' [[Datatypes#decimal]], max=100,000;2 digits after decimal, ''Required:'' N
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** '''Fuel'''- textbox,update: default value is 0.0000 (4 decimal places)
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* Spreadsheet:Manifest Section (Section 1)
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** See Example on Figure 1.
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** This is a table
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** Horizontally:
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*** It consists of as many sections as there are CTs (originally selected by user)
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*** 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:
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*** '''CT#'''
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**** Mapping: [[Ct#CT_Num]]
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*** '''From'''
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**** Mapping: ''Company name'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''Origin City'''
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**** Mapping: ''City'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''Origin State'''
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**** Mapping: ''State'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''To'''
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**** Mapping: ''Company name'' from[[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''Destination City'''
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**** Mapping: ''City'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''Destination State'''
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**** Mapping: ''State'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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*** '''P.O.'''
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**** Mapping: [[Commodity#PO]]
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*** '''SKU'''
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**** Mapping: [[Commodity#SKU]]
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*** '''Actual Pick Up Date'''
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**** Mapping: [[CT#Actual Export Pick Up Date]]
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**** 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'''
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**** Mapping: [[CT#Actual Delivery Date]]
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**** 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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*** Sorted by: CT#
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* Spreadsheet:Billing Section (Section 2)
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** See Example on Figure 2.
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** Insert Maximum Rate under Minimum Rate
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** Formula for Freight Total will be:
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*** IF(''gross weight''/100*Rate < X) THEN X
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*** ELSE IF (''gross weight''/100*Rate > Y) THEN Y
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*** ELSE  ''Gross Weight''/100*Rate
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* '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!'''
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* Bug: Reset Form Button
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** Reset Form button should clear the data and uncheck the CTs from the Shipments table. Right now it deletes all the CTs in the shipment table. This is a bug!!! It must ONLY uncheck CTs, not DELETE CTs!
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== Figures ==
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'''Figure 1. Trucking Billing Manifest Spreadsheet Section 1'''
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[[File:TruckingBillingManifestForMasterSection1.JPG]]
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'''Figure 2. Trucking Billing Manifest Spreadsheet Section 2'''
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[[File:TruckingBillingManifestForMasterSection2.JPG]]
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'''Approval '''
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* By: Marc
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* Update the change to the original Spec: No
== Billing Trucking Manifest for Virtual Group ==
== Billing Trucking Manifest for Virtual Group ==

Revision as of 18:29, 1 April 2010


Contents

Business Requirements

See New Arden Trucking Project NATP (main)#Billing

Trucking Billing Manifest for Virtual Group is a spreadsheet that is generated based on pick-up or delivery trucker. It will be an option to generate the billing, edit and send to the client or vendor.

Wizard

TBD

Location

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

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}

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#
  • 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#
  • 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!


Misc

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


Figures

Figure 1.

File:Select_CTs_from_Groups.JPG

Figure 2.

File:Trucking_Billing_Manifest_Template_ver_2.JPG

Figure 3.

File:Trucking_Billing_Manifest_Section_A.JPG

Figure 4.

File:Trucking Billing Manifest Section B.JPG


Change request

[Change Request]

Change Request March 8, 2010

  • Mantis 1844
  • Template section: Add Maximum Rate under Minimum Rate
    • Maximum Rate - text box, default is 0.00
    • Addition Information
      • Maximum Rate- datatype/format: Datatypes#decimal, max=100,000;2 digits after decimal, Required: N
    • Fuel- textbox,update: default value is 0.0000 (4 decimal places)
  • Spreadsheet:Manifest Section (Section 1)
  • Spreadsheet:Billing Section (Section 2)
    • See Example on Figure 2.
    • Insert Maximum Rate under Minimum Rate
    • Formula for Freight Total will be:
      • IF(gross weight/100*Rate < X) THEN X
      • ELSE IF (gross weight/100*Rate > Y) THEN Y
      • ELSE Gross Weight/100*Rate
  • ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!
  • Bug: Reset Form Button
    • Reset Form button should clear the data and uncheck the CTs from the Shipments table. Right now it deletes all the CTs in the shipment table. This is a bug!!! It must ONLY uncheck CTs, not DELETE CTs!

Figures

Figure 1. Trucking Billing Manifest Spreadsheet Section 1

File:TruckingBillingManifestForMasterSection1.JPG


Figure 2. Trucking Billing Manifest Spreadsheet Section 2

File:TruckingBillingManifestForMasterSection2.JPG


Approval

  • By: Marc
  • Update the change to the original Spec: No

Billing Trucking Manifest for Virtual Group

See example below.

File:Trucking Billing Manifest for virtual group.JPG

Sales Invoice

TBD

Retrieved from "https://wiki.jaguarfreight.com/Billing_for_Virtual_Group"
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