Trucking Billing Manifest

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[[Category:OpsRepsMisc]]
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#REDIRECT [[Trucking Billing Manifest (Developer Guide)]]
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[[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 ==
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[[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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Current revision as of 15:53, 17 May 2010

  1. REDIRECT Trucking Billing Manifest (Developer Guide)
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