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- | [[Category:OpsPdfsTruck]] | + | #REDIRECT [[Trucking Billing Manifest (Developer Guide)]] |
- | [[File:Select_CTs_from_Groups.JPG|thumb|400px|File:Select_CTs_from_Groups.JPG]]
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- | == Business Requirements ==
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- | * Operators need xls spreadsheet for Trucking MOT that has:
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- | ** Manifest section:
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- | *** commodity info (PO, SKU, etc)
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- | *** general CT info (Shipper, etc)
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- | ** Billing section:
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- | *** per CT
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- | *** has commodity totals (Gross weight, etc)
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- | *** has fields that contain formulas
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- | == Suggested Design ==
| + | [[Category:XArc]] |
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- | [[File:Trucking_Billing_Manifest_Template_ver_2.JPG|thumb|500px|Trucking_Billing_Manifest_Template.JPG]] | + | |
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- | === Location ===
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- | * It is suggested to have this option available on Doc Center Tab in Master
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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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- | * Design option: alternatively we could place this component in "CT2 > Reports" section. In this case text field to enter Trucking Master# would be the first step.
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- | | + | |
- | === Select Groups or CTs panel ===
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- | * On "generate template" system would present pop-up panel that gives a choice to the user of what CTs to include into the document - see Select_CTs_from_Groups.JPG
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- | | + | |
- | === Template ===
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- | * See File:Trucking_Billing_Manifest_Template.JPG
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- | * Mapping:
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- | ** Date // today's date
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- | ** Client // GenTab.E0
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- | ** Author By // Gen Tab
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- | ** Rate // float; default=0.00
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- | ** Min Rate // float; default=0.00
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- | ** Fuel // float; default=0.000
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- | ** Extra Columns // dropdown, choices: 1,2,3
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- | === xls Manifest Section ===
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- | [[File:Trucking_Billing_Manifest_Section_A.JPG|thumb|500px|File:Trucking_Billing_Manifest_Section_A.JPG]]
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- | * This is a table.
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- | * See example here: Trucking_Billing_Manifest_Section_A.JPG
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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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- | * Vertically it has a number of columns:
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- | ** CT# //
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- | ** Vendor // Gen Tab 2. Shipper T1
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- | ** P.O. // ContTab
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- | ** Item // SKU, ContTab
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- | ** Origin Port // City, State from Gen Tab 5 Export Pick up T4 // print once per CT on the first line
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- | ** Dest. Port // "COMPANY-CITY NOTE" - 6. Export Delivery to (T5) // print once per CT on the first line
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- | ** Actual Pick Up Date // Actual Export Pick-Up Date (mode logic) // for FCL date is per commodity item
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- | ** Actual Delivery Date // Actual Delivery Date (mode logic) // for FCL date is per commodity item
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- | | + | |
- | === xls Billing Section ===
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- | [[File:Trucking Billing Manifest Section B.JPG|thumb|500px|File:Trucking Billing Manifest Section B.JPG]]
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- | * This is a table.
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- | | + | |
- | * See example here: File:Trucking Billing Manifest Section B.JPG
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- | * Horizontally:
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- | ** column headers
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- | ** body: one line per CT
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- | ** footer: totals
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- | * Vertically:
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- | ** C-Trax // CT#
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- | ** Plts // CT ContTab
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- | ** Pkgs on Plts // CT ContTab
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- | ** Loose Pkgs // CT ContTab
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- | ** Gross Weight // CT ContTab
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- | ** Rate
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- | ** Freight Total
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- | ** Fuel
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- | ** Fuel Total
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- | ** Extra 1
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- | ** Extra 2
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- | ** Total
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- | * CT formulas (see line 31 in File:Trucking Billing Manifest Section B.JPG):
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- | ** Rate // from templ
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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
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- | ** Fuel Total // =G31*H31
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- | ** Extra 1
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- | ** Extra 2
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- | ** Total // =G31+I31+J31+K31
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- | * Totals Formulas (see line 39 in File:Trucking Billing Manifest Section B.JPG):
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- | ** each total is simply a sum of all numbers above it
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