|
|
(7 intermediate revisions not shown) |
Line 1: |
Line 1: |
- | == Related Documents ==
| + | [[Category: xArc]] |
- | | + | |
- | See [[:Category: Trucking Billing Manifest (M) (xls)]]
| + | |
- | | + | |
- | == 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
| + | |
- | | + | |
- | === 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'' - Grand Total: Plts
| + | |
- | | + | |
- | * '''Pkgs on Plts'' - Grand Total: Pkgs On Plts
| + | |
- | | + | |
- | * '''Loose Pkgs''' - Grand Total: Loose Pkgs
| + | |
- | | + | |
- | * '''Gross Weight''' - Grand Total: Gross Kg
| + | |
- | | + | |
- | * '''Rate ''' -
| + | |
- | | + | |
- | * '''Freight Total '''
| + | |
- | | + | |
- | * '''Fuel ''' - blank
| + | |
- | | + | |
- | * '''Fuel Total '''
| + | |
- | | + | |
- | * '''Extra 1 '''
| + | |
- | | + | |
- | * '''Extra 2 '''
| + | |
- | | + | |
- | * '''Total '''
| + | |
- | | + | |
- | * CT formulas (see line 31):
| + | |
- | ** Rate // from templ
| + | |
- | ** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
| + | |
- | *** note: 75 here is a "Minimal Rate" from Template
| + | |
- | ** Fuel
| + | |
- | ** Fuel Total // =G31*H31
| + | |
- | ** Extra 1
| + | |
- | ** Extra 2
| + | |
- | ** Total // =G31+I31+J31+K31
| + | |
- | | + | |
- | | + | |
- | * Totals Formulas (see line 39)
| + | |
- | ** each total is simply a sum of all numbers above it
| + | |
- | | + | |
- | == 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]]
| + | |