Billing for Virtual Group

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=== Figure 3. Billing Trucking Manifest for Virtual Group ===
=== Figure 3. Billing Trucking Manifest for Virtual Group ===
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[[File:Trucking Billing Manifest for virtual group.JPG]]
[[File:Trucking Billing Manifest for virtual group.JPG]]

Revision as of 22:13, 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.

Location

NOTE: Billing can be generated after defining Truck virtual group from Virtual Group and assigning virtual group to group and master. Then user can generate billing based on pick-up truckers or delivery truckers

Example and Typical Workflow

  • User creates a virtual group by classifiers
  • User reviews the result then click next
  • User selects Generate Billing on Pick up Trucker or Generate Billing on Delivery Trucker options from the menu
  • User clicks Apply
  • Pop-up window shows Group#XXXX has been generated and Master#XXXX has been generated. See #Figure 1. Assign GRP and MASTER
  • User clicks Ok
  • User will go to Master# record from quicklink or ListMs to generate Billing Manifest
  • User navigates to Master> Misc tab
  • User generates Billing Manifest
  • System brings up model window where user may select any subset of CTs that belong to the virtual group. See example on #Figure 1.
  • User selects some CTs or all CTs
  • User completes the form and clicks "Generate Report" button.
  • System generates spreadsheet and opens it to the user. See example on #Figure 3. Billing Trucking Manifest for Virtual Group
    • See additional information about spreadsheet here: #Spreadsheet

User Interface

See #Figure 1. Assign GRP and MASTER for pop-up window. This window is showing once user selected generating billing.

System assigned a group and Master automatically once user clicks Generate Billing on Pick up Trucker or Generate Billing on Delivery Trucker

See #Figure 2. Billing for Virtual Group for viewing CTs below

This is the HTML template from Misc Tab under a Master

See #Figure 3. Billing Trucking Manifest for Virtual Group for billing spreadsheet below

This is a xls spreadsheet that user can enter Rate,...etc, and the number will calculated automatically

Template

  • Selected Shipment - checkbox, default is uncheck
  • Extra columns - listbox, default value is 0
  • Reset Form button
  • Generate Result button

Additional information:

  • Extra columns - listbox, default value is 0, possible values: {0,1,2,3}
  • Reset Form button - should clear the data and uncheck the CTs from the Shipments table
  • Generate Result button - - should generate spreadsheet

Spreadsheet

It is groupped by Truck company per tab - see below.

Hard Coded Conditions

Based on Pick-up Trucker

  • This billing is generated based on Pick-up Trucker ONLY
  • Consider Trucker companies that handle the loads from pick up location to warehouse

Based on Delivery Trucker

  • This billing is generated based on Delivery Trucker ONLY
  • Consider Trucker companies that handle the loads from warehouse to destination

Spreadsheet

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
    • Header for each section: print column headers
    • Divide section by From one location To another location
    • Body for each section: print one line per CT
    • Each section provides Rate, Minimum Rate, Maximum Rate, and Fuel for before each table
    • Footer for each section: print totals
  • Vertically it has a number of columns and each line has the following fields - See column definitions below.
  • Default for each section for calculation fields (user input)
    • Rate: - default value is 0.00
    • Minimum Rate: - default value is 0.00
    • Maximum Rate: - default value is 0.00
    • Fuel: - default value is 0.0000
  • Sorted by: CT#
  • each total is simply a sum of all numbers above it


  • 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

Misc

  • Please note that it is not required to have option to save generated version into the system (as for pdfs)
  • Please note that this spreadsheet consists of many column (wide spreadsheet), please use window pane to fix column CT#. If not, please repeat column CT# after Total column

Figures

Figure 1. Assign GRP and MASTER

File:PopUpAssignedMasterVT.JPG

Figure 2. Billing for Virtual Group

File:TruckingBillingManifestVT.JPG

Figure 3. Billing Trucking Manifest for Virtual Group

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File:Trucking Billing Manifest for virtual group.JPG

Change request

TBD

Approval

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

Sales Invoice

TBD

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