Billing for Virtual Group
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* Create Trucking Master | * Create Trucking Master | ||
* Add [[CT Group]] above to the Master | * Add [[CT Group]] above to the Master | ||
- | * present pop up as on [[Figure 1. Assign GRP and MASTER]] | + | * present pop up as on [[#Figure 1. Assign GRP and MASTER]] |
=== Trucking Billing Manifest for NATP === | === Trucking Billing Manifest for NATP === | ||
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See what we have now on Misc tab here: [[Trucking Billing Manifest (Developer Guide)]] | See what we have now on Misc tab here: [[Trucking Billing Manifest (Developer Guide)]] | ||
+ | |||
+ | ==== Template ==== | ||
NATP template: | NATP template: | ||
* has CT/GRP list as Misc does | * 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 | * 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 | + | * 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 == | == Figures == | ||
Line 61: | Line 100: | ||
[[File:Rate fuel per origin destination (one trucker per spreadsheet).JPG]] | [[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