Billing for Virtual Group

From UG

Current revision as of 01:10, 17 April 2010

[edit] General

• parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Billing

[edit] Specs

To add this feature you need to add 2 components:

• #Wizard Pop Up
• #Trucking Billing Manifest for NATP

[edit] 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

[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:

• 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

[edit] Rate Fuel Choices

• 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)

• 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

[edit] Figure 2. Billing for Virtual Group

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

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

[edit] History

[edit] m1905

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