Billing for Virtual Group
From UG
(Difference between revisions)
(→Trucking Billing Manifest for NATP) |
(→Generate For Choices) |
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* All Pick Up Truckers | * All Pick Up Truckers | ||
+ | ** system must group all selected CTs per [[#Pick Up Trucker]] and display each group on a separate xls tab. Tab is to be named after given Trucker | ||
* All Delivery Truckers | * All Delivery Truckers | ||
+ | ** same idea as above | ||
* Selected Pick Up Trucker | * Selected Pick Up Trucker | ||
+ | ** on template system produces all unique truckers across selected CTs | ||
+ | ** xls has only CTs that have selected trucker | ||
* Selected Delivery Trucker | * Selected Delivery Trucker | ||
+ | ** same idea as above | ||
Validation | Validation |
Revision as of 00:44, 17 April 2010
Contents |
General
Business Requirements
See New Arden Trucking Project NATP (main)#Billing
Specs
To add this feature you need to add 2 components:
Wizard Pop Up
After user selects billing option on Virtual_Groups_for_NATP#General_Wizard_Step_3 system will:
- create a CT Group out of all CTs in Virtual Group
- MOT = Truck Domestic
- Client = Client from Virtual Grp classifiers
- Create Trucking Master
- Add CT Group above to the Master
- present pop up as on #Figure 1. Assign GRP and MASTER
Trucking Billing Manifest for NATP
Master Trucking needs additional tab: NATP.
See #Figure 2. Billing for Virtual Group
This tab has same purpose as Misc tab - to generate Trucking Billing Manifest. The difference is in how it is done and output design. Overall one is just a variation of another.
See what we have now on Misc tab here: Trucking Billing Manifest (Developer Guide)
Template
NATP template:
- has CT/GRP list as Misc does
- does not have any other field present on Misc except "Extra Columns". Reason: System will produce xls with default values (as defined for Misc) and user will edit on xls
- has additional (not present on Misc) controls/choices - see #Generate For Choices and #Rate Fuel Choices
Xls
It consists of same components as xls for Misc but there are some important differences:
- Section 1 and 2 are now located on same tab not 2 different tabs as for Misc
- user has some choices of layout - see #Generate For Choices and #Rate Fuel Choices
Generate For Choices
- All Pick Up Truckers
- system must group all selected CTs per #Pick Up Trucker and display each group on a separate xls tab. Tab is to be named after given Trucker
- All Delivery Truckers
- same idea as above
- Selected Pick Up Trucker
- on template system produces all unique truckers across selected CTs
- xls has only CTs that have selected trucker
- Selected Delivery Trucker
- same idea as above
Validation ---------- Each CT must have Pick Up and Delivery Trucker set. If not show error pop-up and block xls generation.