Billing for Virtual Group

From UG

(Difference between revisions)

Jump to: navigation, search

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

@@ Line 70: / Line 70: @@
 ** same idea as above
 * Selected Pick Up Trucker
-** on template system produces all unique truckers across selected CTs
+** 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
@@ Line 100: / Line 101: @@
 == History ==
+=== m1905 ===
+* 0001905: (*NATP) Billing for Virtual Group (add this new feature)
+* see this wiki
+* spec updated? Y