Billing for Virtual Group

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[[Category:New Arden Trucking Project]]
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[[Category:NATP Billing]]
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== General ==
 +
 
 +
* parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884
== Business Requirements ==
== Business Requirements ==
Line 5: Line 9:
See [[New Arden Trucking Project NATP (main)#Billing]]
See [[New Arden Trucking Project NATP (main)#Billing]]
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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.
+
== Specs ==
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== Wizard ==
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To add this feature you need to add 2 components:
-
TBD
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* [[#Wizard Pop Up]]
 +
* [[#Trucking Billing Manifest for NATP]]
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== Location ==
 
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* Misc Tab in [[Master Trucking]].
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=== Wizard Pop Up ===
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'''NOTE:'''Billing can be generated after defining Truck virtual group from [http://mantis.jaguarfreight.com/wiki/Virtual_Groups_for_NATP Virtual Group] and assigning virtual group to group and master
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After user selects billing option on [[Virtual_Groups_for_NATP#General_Wizard_Step_3]] system will:
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[[Category: Trucking Billing Manifest (M) (xls)]]
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* 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]]
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== Example and Typical Workflow ==
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=== Trucking Billing Manifest for NATP ===
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* User opens one of the [[Master Trucking]] records and navigates to [[Doc Center Tab]].
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Master Trucking needs additional tab: NATP.
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* User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
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See [[#Figure 2. Billing for Virtual Group]]
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* System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on [[#Figure 1.]]
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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.
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* User selects some CTs and clicks "OK".
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See what we have now on Misc tab here: [[Trucking Billing Manifest (Developer Guide)]]
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* System brings user back to Doc Center Tab where user is presented with a template (form). See example on [[#Figure 2.]]
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==== Template ====
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** See additional information about template here: [[#Template]]
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* Users completes the form and clicks "Generate Report" button.
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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]]
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* System generates spreadsheet and opens it to the user. See example on [[#Figure 3.]] and [[#Figure 4.]]
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==== Xls ====
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** See additional information about spreadsheet here: [[#Spreadsheet]]
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=== Template ===
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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]]
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* '''Date''' - [[datebox]], default value is current date
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==== Rate Fuel Choices ====
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* '''Client Company''' - [[textbox]], default value is blank
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* per Trucker
 +
** this is how it is done on Misc
 +
** in this case system creates one set of parameters (rates/fuel) per tab
 +
** see [[#Figure 3. Rate fuel per trucker (one trucker per spreadsheet)]]
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* '''Authorized By''' - [[textbox]], default value is blank
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* per unique origin / destination pair
 +
** new idea
 +
** for Section 2 system creates as many groups as there are unique origin destination pairs (with its own set of parameters (rates/fuel)) per tab
 +
** business reason: rates could be defined by origin/destination in the future for some companies
 +
** see [[#Figure 4. Rate fuel per unique origin and destination pair]]
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* '''Rate''' - [[textbox]], default value is 0.00
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==== Generate For Choices ====
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* '''Minimum Rate''' - [[textbox]], default value is 0.00
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* All Pick Up Truckers
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** system must group all selected CTs per [[CT#Pick Up Trucker]] and display each group on a separate xls tab. Tab is to be named after given Trucker
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* '''Fuel''' - [[textbox]], default value is 0.00
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* All Delivery Truckers
-
 
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** same idea as above
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* '''Extra columns''' - [[listbox]], default value is 0
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* Selected Pick Up Trucker
-
 
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** on template system produces dropdown with all unique truckers across selected CTs
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Additional information:
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** user may select one
-
 
+
** xls has only CTs that have selected trucker
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* '''Date'''
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* Selected Delivery Trucker
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:: ''datatype/format:'' [[Datatypes#CT2 Date]]
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** same idea as above
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:: ''timezone:'' user PC or server time
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-
 
+
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* '''Client Company''' - [[textbox]]
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:: ''datatype/format:'' [[Datatypes#ascii]], max=30
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:: ''required:''        N
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-
 
+
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* '''Authorized By'''
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:: ''datatype/format:'' [[Datatypes#ascii]], max=30
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:: ''required:''        N
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-
 
+
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* '''Rate''' - [[textbox]], default value is blank
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point
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:: ''required:''        N
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-
 
+
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* '''Minimum Rate''' - [[textbox]], default value is blank
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point
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:: ''required:''        N
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-
 
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* '''Fuel''' - [[textbox]], default value is blank
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100; 3 digits after decimal point
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:: ''required:''        N
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-
 
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* '''Extra columns''' - [[listbox]], default value is 0, possible values: {0,1,2,3}
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-
 
+
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=== Spreadsheet ===
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-
 
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There are 2 sections - see below.
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-
 
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=== Spreadsheet: Manifest Section ===
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-
 
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See Example on Figure 3.
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-
 
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*  This is a table.
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-
 
+
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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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-
 
+
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* Vertically it has a number of columns. See column definitions below.
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-
 
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* '''CT#'''
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-
 
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* '''Vendor''' -  [[CT#Shipper]]
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-
 
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* '''P.O.''' - [[Commodity#PO]]
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-
 
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* '''Item''' - [[Commodity#SKU]]
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-
 
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* '''Origin Port'''
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::''City, State'' from [[CT#Export Pick Up]]
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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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-
 
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* '''Dest. Port'''
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::''COMPANY-CITY-NOTE'' from [[CT#Export Delivery To]]
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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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-
 
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* '''Actual Pick Up Date'''
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:: [[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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:: [[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 ===
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-
 
+
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See example on [[#Figure 4]]
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-
 
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* This is a table.
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-
 
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* Horizontally:
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** header: print column headers
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** body: print one line per CT
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** footer: print totals
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-
 
+
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* Vertically each line has the following fields - see below.
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-
 
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* '''C-Trax''' - CT#
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-
 
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* '''Plts''' - [[Commodity#Grand Total: Plts]]
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-
 
+
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* '''Pkgs on Plts''' - [[Commodity#Grand Total: Pkgs On Plts]] 
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-
 
+
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* '''Loose Pkgs''' -  [[Commodity#Grand Total: Loose Pkgs]] 
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-
 
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* '''Gross Weight''' - [[Commodity#Grand Total: Gross Kg]]
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* '''Rate ''' - from [[#Template]]
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-
 
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* '''Freight Total  ''' = IF(''Gross Weight''/100*''Rate ''<75) THEN 75 ELSE ''Gross Weight''/100*''Rate ''
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-
 
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* '''Fuel  ''' - from [[#Template]]
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* '''Fuel Total  '''  =  ''Freight Total '' x ''Fuel''
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* '''Extra 1 ''' - default to 0.00
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* '''Extra 2 ''' - default to 0.00
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-
 
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* '''Total  ''' = ''Freight Total '' + ''Fuel Total  '' + ''Extra 1 '' + ''Extra 1 ''
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-
 
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* CT formulas examples for line 31:
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** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
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*** note: 75 here is a "Minimal Rate" from Template
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** Fuel Total  // =G31*H31
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** Total        // =G31+I31+J31+K31
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-
 
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* Totals Formulas (see line 39)
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** each total is simply a sum of all numbers above it
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-
 
+
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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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-
 
+
-
 
+
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== Misc ==
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-
 
+
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* Please note that it is not required to have option to save generated version into the system (as for pdfs)
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-
 
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* Business Analyst said it is up to developer how to display [[Trucking_Billing_Manifest(User_Guide)#Manifest_Section | Manifest_Section]] and  [[Trucking_Billing_Manifest(User_Guide)#Billing_Section | Billing_Section]] on two spreadsheet tabs or one tab (one below another).
+
 +
Validation
 +
----------
 +
Each CT must have Pick Up and Delivery Trucker set.
 +
If not show error pop-up and block xls generation.
== Figures ==
== Figures ==
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=== Figure 1. ===
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=== Figure 1. Assign GRP and MASTER ===
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+
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[[File:Select_CTs_from_Groups.JPG]]
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-
 
+
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=== Figure 2. ===
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-
 
+
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[[File:Trucking_Billing_Manifest_Template_ver_2.JPG]]
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-
 
+
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=== Figure 3. ===
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-
 
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[[File:Trucking_Billing_Manifest_Section_A.JPG]]
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-
 
+
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=== Figure 4. ===
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-
 
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[[File:Trucking Billing Manifest Section B.JPG]]
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-
 
+
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=== Change request ===
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-
 
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[[http://mantis.jaguarfreight.com/wiki/Trucking_Billing_Manifest_%28CR%29 Change Request]]
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-
 
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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
+
-
** '''Maximum Rate''' - text box, default is 0.00
+
-
** 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)
+
-
* Spreadsheet:Manifest Section (Section 1)
+
-
** See Example on Figure 1.
+
-
** 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:
+
-
*** '''CT#'''
+
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**** Mapping: [[Ct#CT_Num]]
+
-
*** '''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
+
-
*** '''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
+
-
*** '''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
+
-
*** '''Destination City'''
+
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**** Mapping: ''City'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
+
-
**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
+
-
*** '''Destination State'''
+
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**** Mapping: ''State'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
+
-
**** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
+
-
*** '''P.O.'''
+
-
**** Mapping: [[Commodity#PO]]
+
-
*** '''SKU'''
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**** Mapping: [[Commodity#SKU]]
+
-
*** '''Actual Pick Up Date'''
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-
**** Mapping: [[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'''
+
-
**** Mapping: [[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#
+
-
 
+
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* Spreadsheet:Billing Section (Section 2)
+
-
** 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 ==
+
-
 
+
-
'''Figure 1. Trucking Billing Manifest Spreadsheet Section 1'''
+
-
 
+
-
[[File:TruckingBillingManifestForMasterSection1.JPG]]
+
 +
[[File:PopUpAssignedMasterVT.JPG]]
-
'''Figure 2. Trucking Billing Manifest Spreadsheet Section 2'''
+
=== Figure 2. Billing for Virtual Group ===
-
[[File:TruckingBillingManifestForMasterSection2.JPG]]
+
[[File:TruckingBillingManifestVT.JPG]]
 +
=== Figure 3. Rate fuel per trucker (one trucker per spreadsheet)===
-
'''Approval '''
+
<!--[[File:TruckingBillingManifestVT1.JPG]]-->
 +
[[File:Rate fuel per trucker (one trucker per spreadsheet).JPG]]
-
* By: Marc
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=== Figure 4. Rate fuel per unique origin and destination pair ===
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* Update the change to the original Spec: No
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-
== Billing Trucking Manifest for Virtual Group ==
+
[[File:Rate fuel per origin destination (one trucker per spreadsheet).JPG]]
-
See example below.
+
== History ==
-
[[File:Trucking Billing Manifest for virtual group.JPG]]
+
=== m1905 ===
-
== Sales Invoice ==
+
* 0001905: (*NATP) Billing for Virtual Group (add this new feature)
-
TBD
+
* see this wiki
 +
* spec updated? Y

Current revision as of 01:10, 17 April 2010


Contents

[edit] General

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Billing

[edit] Specs

To add this feature you need to add 2 components:


[edit] Wizard Pop Up

After user selects billing option on Virtual_Groups_for_NATP#General_Wizard_Step_3 system will:

[edit] 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)

[edit] 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

[edit] Xls

It consists of same components as xls for Misc but there are some important differences:

[edit] Rate Fuel Choices

  • per unique origin / destination pair
    • new idea
    • for Section 2 system creates as many groups as there are unique origin destination pairs (with its own set of parameters (rates/fuel)) per tab
    • business reason: rates could be defined by origin/destination in the future for some companies
    • see #Figure 4. Rate fuel per unique origin and destination pair

[edit] Generate For Choices

  • All Pick Up Truckers
    • system must group all selected CTs per CT#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 dropdown with all unique truckers across selected CTs
    • user may select one
    • 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.

[edit] Figures

[edit] Figure 1. Assign GRP and MASTER

File:PopUpAssignedMasterVT.JPG

[edit] Figure 2. Billing for Virtual Group

File:TruckingBillingManifestVT.JPG

[edit] Figure 3. Rate fuel per trucker (one trucker per spreadsheet)

File:Rate fuel per trucker (one trucker per spreadsheet).JPG

[edit] Figure 4. Rate fuel per unique origin and destination pair

File:Rate fuel per origin destination (one trucker per spreadsheet).JPG

[edit] History

[edit] m1905

  • 0001905: (*NATP) Billing for Virtual Group (add this new feature)
  • see this wiki
  • spec updated? Y
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