Trucking Billing Manifest(User Guide)

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-	== 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	+
-		+
-	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 Kg]]	+
-		+
-	* '''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 ==	+
-		+
-	* 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. ===	+
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-	[[File:Select_CTs_from_Groups.JPG]]	+
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-	=== Figure 2. ===	+
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-	[[File:Trucking_Billing_Manifest_Template_ver_2.JPG]]	+
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-	=== Figure 3. ===	+
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-	[[File:Trucking_Billing_Manifest_Section_A.JPG]]	+
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-	=== Figure 4. ===	+
-		+
-	[[File:Trucking Billing Manifest Section B.JPG]]	+

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Current revision as of 06:41, 13 August 2011