Trucking Billing Manifest (Developer Guide)
From UG
(Difference between revisions)
(Created page with 'Category:Trucking Billing Manifest (M) (xls) == Misc == * Please note that it is not required to have option to save generated version into the system (as for pdfs)') |
(→History) |
||
(20 intermediate revisions not shown) | |||
Line 1: | Line 1: | ||
[[Category:Trucking Billing Manifest (M) (xls)]] | [[Category:Trucking Billing Manifest (M) (xls)]] | ||
+ | == Info == | ||
+ | |||
+ | * parent: http://ct.jaguarfreight.com/mantis/view.php?id=1581 | ||
+ | |||
+ | * old wiki: [[Trucking Billing Manifest (M) (xls) (OLD)]] | ||
+ | |||
+ | == Purpose == | ||
+ | |||
+ | This spreadsheet is used by some operators working with [[Master Trucking]]. It will be generated, edited and sent to the client or vendor. | ||
+ | |||
+ | == Location == | ||
+ | |||
+ | * Doc Center Tab in [[Master Trucking]]. | ||
+ | |||
+ | |||
+ | [[Category: Trucking Billing Manifest (M) (xls)]] | ||
+ | |||
+ | == Example and Typical Workflow == | ||
+ | |||
+ | * User opens one of the [[Master Trucking]] records and navigates to [[Doc Center Tab]]. | ||
+ | |||
+ | * User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button. | ||
+ | |||
+ | * System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on [[#Figure 1.]] | ||
+ | |||
+ | * User selects some CTs and clicks "OK". | ||
+ | |||
+ | * System brings user back to Doc Center Tab where user is presented with a template (form). See example on [[#Figure 2.]] | ||
+ | ** See additional information about template here: [[#Template]] | ||
+ | |||
+ | * Users completes the form and clicks "Generate Report" button. | ||
+ | |||
+ | * System generates spreadsheet and opens it to the user. See example on [[#Figure 3.]] and [[#Figure 4.]] | ||
+ | ** See additional information about spreadsheet here: [[#Spreadsheet]] | ||
+ | |||
+ | === Template === | ||
+ | |||
+ | * '''Date''' - [[datebox]], default value is current date | ||
+ | |||
+ | * '''Client Company''' - [[textbox]], default value is blank | ||
+ | |||
+ | * '''Authorized By''' - [[textbox]], default value is blank | ||
+ | |||
+ | * '''Rate''' - [[textbox]], default value is 0.00 | ||
+ | |||
+ | * '''Minimum Rate''' - [[textbox]], default value is 0.00 | ||
+ | |||
+ | * '''Fuel''' - [[textbox]], default value is 0.00 | ||
+ | |||
+ | * '''Extra columns''' - [[listbox]], default value is 0 | ||
+ | |||
+ | Additional information: | ||
+ | |||
+ | * '''Date''' | ||
+ | :: ''datatype/format:'' [[Datatypes#CT2 Date]] | ||
+ | :: ''timezone:'' user PC or server time | ||
+ | |||
+ | * '''Client Company''' - [[textbox]] | ||
+ | :: ''datatype/format:'' [[Datatypes#ascii]], max=30 | ||
+ | :: ''required:'' N | ||
+ | |||
+ | * '''Authorized By''' | ||
+ | :: ''datatype/format:'' [[Datatypes#ascii]], max=30 | ||
+ | :: ''required:'' N | ||
+ | |||
+ | * '''Rate''' - [[textbox]], default value is blank | ||
+ | :: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point | ||
+ | :: ''required:'' N | ||
+ | |||
+ | * '''Minimum Rate''' - [[textbox]], default value is blank | ||
+ | :: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point | ||
+ | :: ''required:'' N | ||
+ | |||
+ | * '''Fuel''' - [[textbox]], default value is blank | ||
+ | :: ''datatype/format:'' [[Datatypes#decimal]], max=100; 3 digits after decimal point | ||
+ | :: ''required:'' N | ||
+ | |||
+ | * '''Extra columns''' - [[listbox]], default value is 0, possible values: {0,1,2,3} | ||
+ | |||
+ | === Spreadsheet === | ||
+ | |||
+ | There are 2 sections - see below. | ||
+ | |||
+ | === Spreadsheet: Manifest Section === | ||
+ | |||
+ | See Example on Figure 3. | ||
+ | |||
+ | * 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. See column definitions below. | ||
+ | |||
+ | * '''CT#''' | ||
+ | |||
+ | * '''Vendor''' - [[CT#Shipper]] | ||
+ | |||
+ | * '''P.O.''' - [[Commodity#PO]] | ||
+ | |||
+ | * '''Item''' - [[Commodity#SKU]] | ||
+ | |||
+ | * '''Origin Port''' | ||
+ | ::''City, State'' from [[CT#Export Pick Up]] | ||
+ | ::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet | ||
+ | |||
+ | * '''Dest. Port''' | ||
+ | ::''COMPANY-CITY-NOTE'' from [[CT#Export Delivery To]] | ||
+ | ::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet | ||
+ | |||
+ | * '''Actual Pick Up Date''' | ||
+ | :: [[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''' | ||
+ | :: [[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# | ||
+ | |||
+ | === Spreadsheet: Billing Section === | ||
+ | |||
+ | See example on [[#Figure 4]] | ||
+ | |||
+ | * This is a table. | ||
+ | |||
+ | * Horizontally: | ||
+ | ** header: print column headers | ||
+ | ** body: print one line per CT | ||
+ | ** footer: print totals | ||
+ | |||
+ | * Vertically each line has the following fields - see below. | ||
+ | |||
+ | * '''C-Trax''' - CT# | ||
+ | |||
+ | * '''Plts''' - [[Commodity#Grand Total: Plts]] | ||
+ | |||
+ | * '''Pkgs on Plts''' - [[Commodity#Grand Total: Pkgs On Plts]] | ||
+ | |||
+ | * '''Loose Pkgs''' - [[Commodity#Grand Total: Loose Pkgs]] | ||
+ | |||
+ | * '''Gross Weight''' - [[Commodity#Grand Total: Gross Lb]] | ||
+ | |||
+ | * '''Rate ''' - from [[#Template]] | ||
+ | |||
+ | * '''Freight Total ''' = IF(''Gross Weight''/100*''Rate ''<75) THEN 75 ELSE ''Gross Weight''/100*''Rate '' | ||
+ | |||
+ | * '''Fuel ''' - from [[#Template]] | ||
+ | |||
+ | * '''Fuel Total ''' = ''Freight Total '' x ''Fuel'' | ||
+ | |||
+ | * '''Extra 1 ''' - default to 0.00 | ||
+ | |||
+ | * '''Extra 2 ''' - default to 0.00 | ||
+ | |||
+ | * '''Total ''' = ''Freight Total '' + ''Fuel Total '' + ''Extra 1 '' + ''Extra 1 '' | ||
+ | |||
+ | * CT formulas examples for line 31: | ||
+ | ** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31) | ||
+ | *** note: 75 here is a "Minimal Rate" from Template | ||
+ | ** Fuel Total // =G31*H31 | ||
+ | ** Total // =G31+I31+J31+K31 | ||
+ | |||
+ | * Totals Formulas (see line 39) | ||
+ | ** each total is simply a sum of all numbers above it | ||
+ | |||
+ | * '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate! ''' | ||
== Misc == | == Misc == | ||
* Please note that it is not required to have option to save generated version into the system (as for pdfs) | * Please note that it is not required to have option to save generated version into the system (as for pdfs) | ||
+ | |||
+ | * 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). | ||
+ | |||
+ | |||
+ | == Figures == | ||
+ | |||
+ | === Figure 1. === | ||
+ | |||
+ | [[File:Select_CTs_from_Groups.JPG]] | ||
+ | |||
+ | === Figure 2. === | ||
+ | |||
+ | [[File:Trucking_Billing_Manifest_Template_ver_2.JPG]] | ||
+ | |||
+ | === Figure 3. === | ||
+ | |||
+ | [[File:Trucking_Billing_Manifest_Section_A.JPG]] | ||
+ | |||
+ | === Figure 4. === | ||
+ | |||
+ | [[File:Trucking Billing Manifest Section B.JPG]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | == History == | ||
+ | |||
+ | See [[Trucking_Billing_Manifest_(CR)]] |
Current revision as of 06:54, 13 August 2011
Contents |
[edit] Info
[edit] Purpose
This spreadsheet is used by some operators working with Master Trucking. It will be generated, edited and sent to the client or vendor.
[edit] Location
- Doc Center Tab in Master Trucking.
[edit] Example and Typical Workflow
- User opens one of the Master Trucking records and navigates to Doc Center Tab.
- User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
- System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on #Figure 1.
- User selects some CTs and clicks "OK".
- System brings user back to Doc Center Tab where user is presented with a template (form). See example on #Figure 2.
- See additional information about template here: #Template
- Users completes the form and clicks "Generate Report" button.
- System generates spreadsheet and opens it to the user. See example on #Figure 3. and #Figure 4.
- See additional information about spreadsheet here: #Spreadsheet
[edit] Template
- Date - datebox, default value is current date
- Client Company - textbox, default value is blank
- Authorized By - textbox, default value is blank
- Rate - textbox, default value is 0.00
- Minimum Rate - textbox, default value is 0.00
- Fuel - textbox, default value is 0.00
- Extra columns - listbox, default value is 0
Additional information:
- Date
- datatype/format: Datatypes#CT2 Date
- timezone: user PC or server time
- Client Company - textbox
- datatype/format: Datatypes#ascii, max=30
- required: N
- Authorized By
- datatype/format: Datatypes#ascii, max=30
- required: N
- Rate - textbox, default value is blank
- datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
- required: N
- Minimum Rate - textbox, default value is blank
- datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
- required: N
- Fuel - textbox, default value is blank
- datatype/format: Datatypes#decimal, max=100; 3 digits after decimal point
- required: N
- Extra columns - listbox, default value is 0, possible values: {0,1,2,3}
[edit] Spreadsheet
There are 2 sections - see below.
[edit] Spreadsheet: Manifest Section
See Example on Figure 3.
- 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. See column definitions below.
- CT#
- Vendor - CT#Shipper
- P.O. - Commodity#PO
- Item - Commodity#SKU
- Origin Port
- City, State from CT#Export Pick Up
- Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
- Dest. Port
- COMPANY-CITY-NOTE from CT#Export Delivery To
- Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
- Actual Pick Up Date
- 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
- 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#
[edit] Spreadsheet: Billing Section
See example on #Figure 4
- This is a table.
- Horizontally:
- header: print column headers
- body: print one line per CT
- footer: print totals
- Vertically each line has the following fields - see below.
- C-Trax - CT#
- Plts - Commodity#Grand Total: Plts
- Pkgs on Plts - Commodity#Grand Total: Pkgs On Plts
- Loose Pkgs - Commodity#Grand Total: Loose Pkgs
- Gross Weight - Commodity#Grand Total: Gross Lb
- Rate - from #Template
- Freight Total = IF(Gross Weight/100*Rate <75) THEN 75 ELSE Gross Weight/100*Rate
- Fuel - from #Template
- Fuel Total = Freight Total x Fuel
- Extra 1 - default to 0.00
- Extra 2 - default to 0.00
- Total = Freight Total + Fuel Total + Extra 1 + Extra 1
- CT formulas examples for line 31:
- Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
- note: 75 here is a "Minimal Rate" from Template
- Fuel Total // =G31*H31
- Total // =G31+I31+J31+K31
- Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
- Totals Formulas (see line 39)
- each total is simply a sum of all numbers above it
- ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!
[edit] Misc
- Please note that it is not required to have option to save generated version into the system (as for pdfs)
- Business Analyst said it is up to developer how to display Manifest_Section and Billing_Section on two spreadsheet tabs or one tab (one below another).
[edit] Figures
[edit] Figure 1.
[edit] Figure 2.
[edit] Figure 3.
[edit] Figure 4.