Billing for Virtual Group

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Current revision as of 01:10, 17 April 2010

[edit] General

parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Billing

[edit] Specs

To add this feature you need to add 2 components:

#Wizard Pop Up
#Trucking Billing Manifest for NATP

[edit] Wizard Pop Up

After user selects billing option on Virtual_Groups_for_NATP#General_Wizard_Step_3 system will:

create a CT Group out of all CTs in Virtual Group
- MOT = Truck Domestic
- Client = Client from Virtual Grp classifiers
Create Trucking Master
Add CT Group above to the Master
present pop up as on #Figure 1. Assign GRP and MASTER

[edit] Trucking Billing Manifest for NATP

Master Trucking needs additional tab: NATP.

See #Figure 2. Billing for Virtual Group

This tab has same purpose as Misc tab - to generate Trucking Billing Manifest. The difference is in how it is done and output design. Overall one is just a variation of another.

See what we have now on Misc tab here: Trucking Billing Manifest (Developer Guide)

[edit] Template

NATP template:

has CT/GRP list as Misc does
does not have any other field present on Misc except "Extra Columns". Reason: System will produce xls with default values (as defined for Misc) and user will edit on xls
has additional (not present on Misc) controls/choices - see #Generate For Choices and #Rate Fuel Choices

[edit] Xls

It consists of same components as xls for Misc but there are some important differences:

Section 1 and 2 are now located on same tab not 2 different tabs as for Misc
user has some choices of layout - see #Generate For Choices and #Rate Fuel Choices

[edit] Rate Fuel Choices

per Trucker
- this is how it is done on Misc
- in this case system creates one set of parameters (rates/fuel) per tab
- see #Figure 3. Rate fuel per trucker (one trucker per spreadsheet)

per unique origin / destination pair
- new idea
- for Section 2 system creates as many groups as there are unique origin destination pairs (with its own set of parameters (rates/fuel)) per tab
- business reason: rates could be defined by origin/destination in the future for some companies
- see #Figure 4. Rate fuel per unique origin and destination pair

[edit] Generate For Choices

All Pick Up Truckers
- system must group all selected CTs per CT#Pick Up Trucker and display each group on a separate xls tab. Tab is to be named after given Trucker
All Delivery Truckers
- same idea as above
Selected Pick Up Trucker
- on template system produces dropdown with all unique truckers across selected CTs
- user may select one
- xls has only CTs that have selected trucker
Selected Delivery Trucker
- same idea as above

Validation
----------
Each CT must have Pick Up and Delivery Trucker set.
If not show error pop-up and block xls generation.

[edit] Figures

[edit] Figure 1. Assign GRP and MASTER

[edit] Figure 2. Billing for Virtual Group

[edit] Figure 3. Rate fuel per trucker (one trucker per spreadsheet)

[edit] Figure 4. Rate fuel per unique origin and destination pair

[edit] History

[edit] m1905

0001905: (*NATP) Billing for Virtual Group (add this new feature)
see this wiki
spec updated? Y

@@ Line 1: / Line 1: @@
-[[Category:New Arden Trucking Project]]
+[[Category:NATP Billing]]
+== General ==
+* parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884
 == Business Requirements ==
@@ Line 5: / Line 9: @@
 See [[New Arden Trucking Project NATP (main)#Billing]]
-Trucking Billing Manifest for Virtual Group is a spreadsheet that is generated based on pick-up or delivery trucker. It will be an option to generate the billing, edit and send to the client or vendor.
+== Specs ==
+To add this feature you need to add 2 components:
+* [[#Wizard Pop Up]]
+* [[#Trucking Billing Manifest for NATP]]
+=== Wizard Pop Up ===
+After user selects billing option on [[Virtual_Groups_for_NATP#General_Wizard_Step_3]] system will:
+* create a [[CT Group]] out of all CTs in Virtual Group
+** MOT = Truck Domestic
+** Client = Client from Virtual Grp classifiers
+* Create Trucking Master
+* Add [[CT Group]] above to the Master
+* present pop up as on [[#Figure 1. Assign GRP and MASTER]]
+=== Trucking Billing Manifest for NATP ===
+Master Trucking needs additional tab: NATP.
+See [[#Figure 2. Billing for Virtual Group]]
+This tab has same purpose as Misc tab - to generate Trucking Billing Manifest. The difference is in how it is done and output design. Overall one is just a variation of another.
+See what we have now on Misc tab here: [[Trucking Billing Manifest (Developer Guide)]]
+==== Template ====
+NATP template:
+* has CT/GRP list as Misc does
+* does not have any other field present on Misc except "Extra Columns". Reason: System will produce xls with default values (as defined for Misc) and user will edit on xls
+* has additional (not present on Misc) controls/choices - see [[#Generate For Choices]] and [[#Rate Fuel Choices]]
+==== Xls ====
+It consists of same components as xls for Misc but there are some important differences:
+* Section 1 and 2 are now located on same tab not 2 different tabs as for Misc
+* user has some choices of layout - see [[#Generate For Choices]] and [[#Rate Fuel Choices]]
+==== Rate Fuel Choices ====
+* per Trucker
+** this is how it is done on Misc
+** in this case system creates one set of parameters (rates/fuel) per tab
+** see [[#Figure 3. Rate fuel per trucker (one trucker per spreadsheet)]]
+* per unique origin / destination pair
+** new idea
+** for Section 2 system creates as many groups as there are unique origin destination pairs (with its own set of parameters (rates/fuel)) per tab
+** business reason: rates could be defined by origin/destination in the future for some companies
+** see [[#Figure 4. Rate fuel per unique origin and destination pair]]
+==== Generate For Choices ====
+* All Pick Up Truckers
+** system must group all selected CTs per [[CT#Pick Up Trucker]] and display each group on a separate xls tab. Tab is to be named after given Trucker
+* All Delivery Truckers
+** same idea as above
+* Selected Pick Up Trucker
+** on template system produces dropdown with all unique truckers across selected CTs
+** user may select one
+** xls has only CTs that have selected trucker
+* Selected Delivery Trucker
+** same idea as above
+ Validation
+ ----------
+ Each CT must have Pick Up and Delivery Trucker set.
+ If not show error pop-up and block xls generation.
+== Figures ==
+=== Figure 1. Assign GRP and MASTER ===
+[[File:PopUpAssignedMasterVT.JPG]]
+=== Figure 2. Billing for Virtual Group ===
+[[File:TruckingBillingManifestVT.JPG]]
+=== Figure 3. Rate fuel per trucker (one trucker per spreadsheet)===
+<!--[[File:TruckingBillingManifestVT1.JPG]]-->
+[[File:Rate fuel per trucker (one trucker per spreadsheet).JPG]]
-== Wizard ==
+=== Figure 4. Rate fuel per unique origin and destination pair ===
-TBD
-== Billing Trucking Manifest for Virtual Group ==
+[[File:Rate fuel per origin destination (one trucker per spreadsheet).JPG]]
-See example below.
+== History ==
-[[File:Trucking Billing Manifest for virtual group.JPG]]
+=== m1905 ===
-== Sales Invoice ==
+* 0001905: (*NATP) Billing for Virtual Group (add this new feature)
-TBD
+* see this wiki
+* spec updated? Y