Billing for Virtual Group
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- | [[Category: | + | [[Category:NATP Billing]] |
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+ | == General == | ||
+ | |||
+ | * 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]] | ||
- | + | == Specs == | |
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- | + | To add this feature you need to add 2 components: | |
+ | * [[#Wizard Pop Up]] | ||
+ | * [[#Trucking Billing Manifest for NATP]] | ||
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+ | === 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)]] | |
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- | === | + | ==== 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]] | |
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- | ** | + | |
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- | + | ==== Generate For Choices ==== | |
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- | + | * 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 == | == Figures == | ||
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[[File:TruckingBillingManifestVT.JPG]] | [[File:TruckingBillingManifestVT.JPG]] | ||
- | === Figure 3. | + | === Figure 3. Rate fuel per trucker (one trucker per spreadsheet)=== |
- | [[File:TruckingBillingManifestVT1.JPG]] | + | <!--[[File:TruckingBillingManifestVT1.JPG]]--> |
+ | [[File:Rate fuel per trucker (one trucker per spreadsheet).JPG]] | ||
- | === Figure 4. | + | === Figure 4. Rate fuel per unique origin and destination pair === |
- | + | ||
- | + | [[File:Rate fuel per origin destination (one trucker per spreadsheet).JPG]] | |
- | + | ||
- | + | == History == | |
- | + | === m1905 === | |
- | + | ||
- | + | * 0001905: (*NATP) Billing for Virtual Group (add this new feature) | |
- | + | * 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:
- 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