Billing for Virtual Group

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=== Hard Coded Conditions ===
=== Hard Coded Conditions ===
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Based on Pick-up Trucker
Based on Pick-up Trucker
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* This billing is generated based on Delivery Trucker ONLY
* This billing is generated based on Delivery Trucker ONLY
* Consider Trucker companies that handle the loads from warehouse to destination
* Consider Trucker companies that handle the loads from warehouse to destination
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</strike>
=== Spreadsheet ===
=== Spreadsheet ===

Revision as of 23:30, 6 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

  • Misc Tab in Master Trucking.
  • This can be replaced the existing one or separated for another menu, so that will be two options to create billing manifest. Just in case they change their mind, so at least we still have the existing one.

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 15:
    • Freight Total // =IF(015/100*B9<75,75,(015/100*B9>600,600),O15/100*B9)
      • note: 75 here is a "Minimal Rate"
      • note: 600 here is a "Maximu, Rate"
    • Fuel Total // =Q15*B12
    • Total // ==Q15+S15 If there is Extra column, it should add values from extra columns as well

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

File:TruckingBillingManifestVT1.JPG

Figure 4. Billing Trucking Manifest for Virtual Group (cont')

File:TruckingBillingManifestVT2.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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