Billing for Virtual Group

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[[Category:New Arden Trucking Project]]
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[[Category:NATP Billing]]
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== General ==
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* parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884
== Business Requirements ==
== Business Requirements ==
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See [[New Arden Trucking Project NATP (main)#Billing]]
See [[New Arden Trucking Project NATP (main)#Billing]]
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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.
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== Specs ==
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== Location ==
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To add this feature you need to add 2 components:
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* [[#Wizard Pop Up]]
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* [[#Trucking Billing Manifest for NATP]]
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* Misc Tab in [[Master Trucking]].
 
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'''NOTE:''' Billing can be generated after defining Truck virtual group from [http://mantis.jaguarfreight.com/wiki/Virtual_Groups_for_NATP Virtual Group] and assigning virtual group to group and master. Then user can generate billing based on pick-up truckers or delivery truckers
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=== Wizard Pop Up ===
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[[Category: Trucking Billing Manifest (M) (xls)]]
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After user selects billing option on [[Virtual_Groups_for_NATP#General_Wizard_Step_3]] system will:
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== Example and Typical Workflow ==
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* create a [[CT Group]] out of all CTs in Virtual Group
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** MOT = Truck Domestic
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** Client = Client from Virtual Grp classifiers
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* Create Trucking Master
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* Add [[CT Group]] above to the Master
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* present pop up as on [[#Figure 1. Assign GRP and MASTER]]
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* User creates a virtual group by classifiers
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=== Trucking Billing Manifest for NATP ===
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* User reviews the result then click next
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* User selects '''Generate Billing on Pick up Trucker''' or '''Generate Billing on Delivery Trucker''' options from the menu
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* User clicks '''Apply'''
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* Pop-up window shows Group#XXXX has been generated and Master#XXXX has been generated. See [[#Figure 1. Assign GRP and MASTER]]
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* User clicks '''Ok'''
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* User will go to Master# record from quicklink or ListMs to generate Billing Manifest
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* User navigates to Master> Misc tab
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* User generates Billing Manifest
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* System brings up model window where user may select any subset of CTs that belong to the virtual group. See example on [[#Figure 1.]]
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* User selects some CTs or all CTs
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* User completes the form and clicks "Generate Report" button.
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* System generates spreadsheet and opens it to the user. See example on [[#Figure 3. Billing Trucking Manifest for Virtual Group]]
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** See additional information about spreadsheet here: [[#Spreadsheet]]
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=== User Interface ===
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See [[#Figure 1. Assign GRP and MASTER ]] for pop-up window. This window is showing once user selected generating billing.
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Master Trucking needs additional tab: NATP.
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System assigned a group and Master automatically once user clicks ''Generate Billing on Pick up Trucker'' or ''Generate Billing on Delivery Trucker''
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See [[#Figure 2. Billing for Virtual Group]]
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See [[#Figure 2. Billing for Virtual Group]] for viewing CTs below
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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.
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This is the HTML template from Misc Tab under a Master
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See what we have now on Misc tab here: [[Trucking Billing Manifest (Developer Guide)]]
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See [[#Figure 3. Billing Trucking Manifest for Virtual Group]] for billing spreadsheet below
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==== Template ====
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This is a xls spreadsheet that user can enter Rate,...etc, and the number will calculated automatically
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NATP template:
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* has CT/GRP list as Misc does
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* 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
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* has additional (not present on Misc) controls/choices - see [[#Generate For Choices]] and [[#Rate Fuel Choices]]
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=== Template ===
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==== Xls ====
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* '''Selected Shipment''' - [[checkbox]], default is ''uncheck''
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* '''Extra columns''' - [[listbox]], default value is 0
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* '''Reset Form'''  button
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* '''Generate Result''' button
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Additional information:
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It consists of same components as xls for Misc but there are some important differences:
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* Section 1 and 2 are now located on same tab not 2 different tabs as for Misc
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* user has some choices of layout - see [[#Generate For Choices]] and [[#Rate Fuel Choices]]
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* '''Extra columns''' - [[listbox]], default value is 0, possible values: {0,1,2,3}
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==== Rate Fuel Choices ====
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* '''Reset Form''' button - should clear the data and uncheck the CTs from the Shipments table
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* '''Generate Result''' button - - should generate spreadsheet
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=== Spreadsheet ===
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* per Trucker
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** this is how it is done on Misc
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** in this case system creates one set of parameters (rates/fuel) per tab
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** see [[#Figure 3. Rate fuel per trucker (one trucker per spreadsheet)]]
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It is groupped by Truck company per tab - see below.
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* per unique origin / destination pair
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** new idea
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** 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
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** business reason: rates could be defined by origin/destination in the future for some companies
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** see [[#Figure 4. Rate fuel per unique origin and destination pair]]
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=== Hard Coded Conditions ===
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==== Generate For Choices ====
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Based on Pick-up Trucker
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* All Pick Up Truckers
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** 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
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* All Delivery Truckers
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** same idea as above
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* Selected Pick Up Trucker
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** on template system produces dropdown with all unique truckers across selected CTs
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** user may select one
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** xls has only CTs that have selected trucker
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* Selected Delivery Trucker
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** same idea as above
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* This billing is generated based on Pick-up Trucker ONLY
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Validation
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* Consider Trucker companies that handle the loads from pick up location to warehouse
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  ----------
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Each CT must have Pick Up and Delivery Trucker set.
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Based on Delivery Trucker
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If not show error pop-up and block xls generation.
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* This billing is generated based on Delivery Trucker ONLY
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* Consider Trucker companies that handle the loads from warehouse to destination
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=== Spreadsheet ===
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See Example on Figure 3.
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* This is a table.
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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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** Header for each section: print column headers
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** Divide section by From one location To another location
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** Body for each section: print one line per CT
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** Each section provides Rate, Minimum Rate, Maximum Rate, and Fuel for before each table
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** Footer for each section: print totals
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* Vertically it has a number of columns and each line has the following fields - See column definitions below.
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** '''CT#'''
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*** Mapping: [[Ct#CT_Num]]
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** '''From'''
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*** Mapping: ''Company name'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''Origin City'''
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*** Mapping: ''City'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''Origin State'''
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*** Mapping: ''State'' from [[Ct#Export_Pick_Up]] If [[Ct#Export_Pick_Up]] is empty THEN Map [[Ct#Shipper]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''To'''
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*** Mapping: ''Company name'' from[[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''Destination City'''
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*** Mapping: ''City'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''Destination State'''
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*** Mapping: ''State'' from [[Ct#Export_Delivery_To]] If [[Ct#Export_Delivery_To]] is empty THEN Map [[Ct#Consignee]]
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*** Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
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** '''P.O.'''
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*** Mapping: [[Commodity#PO]]
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** '''SKU'''
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*** Mapping: [[Commodity#SKU]]
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** '''Actual Pick Up Date'''
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*** Mapping: [[CT#Actual Export Pick Up Date]]
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*** 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
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**'''Actual Delivery Date'''
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*** Mapping: [[CT#Actual Delivery Date]]
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*** 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
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** '''Plts'''
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*** Mapping: [[Commodity#Grand Total: Plts]]
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** '''Pkgs on Plts'''
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*** Mapping: [[Commodity#Grand Total: Pkgs On Plts]] 
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** '''Loose Pkgs'''
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*** Mapping: [[Commodity#Grand Total: Loose Pkgs]] 
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** '''Gross Weight'''
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*** Mapping: [[Commodity#Grand Total: Gross Kg]]
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** '''Rate '''
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*** Mapping: From user input on the spreadsheet for Rate field
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** '''Freight Total  '''
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*** IF(''gross weight''/100*Rate < X) THEN X
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*** ELSE IF (''gross weight''/100*Rate > Y) THEN Y
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*** ELSE  ''Gross Weight''/100*Rate
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*** '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!'''
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** '''Fuel'''
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*** Mapping: From user input on the spreadsheet for Fuel field
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** '''Fuel Total  ''' 
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*** Calculation field =  ''Freight Total '' x ''Fuel''
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** '''Extra 1 '''
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*** Mapping: none
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*** Default value:  0.00
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** '''Extra 2 '''
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*** Mapping: none
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*** Default value:  0.00
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** '''Total  '''
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*** Calculation field = ''Freight Total '' + ''Fuel Total  '' + ''Extra 1 '' + ''Extra 2 ''
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* Default for each section for calculation fields (user input)
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** '''Rate:''' - default value is 0.00
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** '''Minimum Rate:''' - default value is 0.00
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** '''Maximum Rate:''' - default value is 0.00
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** '''Fuel:''' - default value is 0.0000
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* Sorted by: CT#
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* each total is simply a sum of all numbers above it
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* CT formulas examples for line 31:
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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 Total  // =G31*H31
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** Total        // =G31+I31+J31+K31
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== Misc ==
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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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* Please note that this spreadsheet consists of many column (wide spreadsheet), please use window pane to fix column CT#. If not, please repeat column CT# after Total column
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== Figures ==
== Figures ==
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[[File:TruckingBillingManifestVT.JPG]]
[[File:TruckingBillingManifestVT.JPG]]
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=== Figure 3. Billing Trucking Manifest for Virtual Group ===
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=== Figure 3. Rate fuel per trucker (one trucker per spreadsheet)===
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[[File:TruckingBillingManifestVT1.JPG]]
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=== Figure 4. Billing Trucking Manifest for Virtual Group (cont')===
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[[File:TruckingBillingManifestVT2.JPG]]
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<!--[[File:TruckingBillingManifestVT1.JPG]]-->
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[[File:Rate fuel per trucker (one trucker per spreadsheet).JPG]]
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[[File:Trucking Billing Manifest for virtual group.JPG]]
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=== Figure 4. Rate fuel per unique origin and destination pair ===
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=== Change request ===
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[[File:Rate fuel per origin destination (one trucker per spreadsheet).JPG]]
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TBD
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'''Approval '''
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== History ==
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* By: Marc
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=== m1905 ===
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* Update the change to the original Spec: No
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== Sales Invoice ==
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* 0001905: (*NATP) Billing for Virtual Group (add this new feature)
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TBD
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* see this wiki
 +
* spec updated? Y

Current revision as of 01:10, 17 April 2010


Contents

[edit] General

[edit] Business Requirements

See New Arden Trucking Project NATP (main)#Billing

[edit] Specs

To add this feature you need to add 2 components:


[edit] Wizard Pop Up

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

[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:

[edit] Rate Fuel Choices

  • 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

File:PopUpAssignedMasterVT.JPG

[edit] Figure 2. Billing for Virtual Group

File:TruckingBillingManifestVT.JPG

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

File:Rate fuel per trucker (one trucker per spreadsheet).JPG

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

File:Rate fuel per origin destination (one trucker per spreadsheet).JPG

[edit] History

[edit] m1905

  • 0001905: (*NATP) Billing for Virtual Group (add this new feature)
  • see this wiki
  • spec updated? Y
Retrieved from "https://wiki.jaguarfreight.com/Billing_for_Virtual_Group"
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