Billing for Virtual Group

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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)]]
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==== 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
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* has additional (not present on Misc) controls/choices - see sections below
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* has additional (not present on Misc) controls/choices - see [[#Generate For Choices]] and [[#Rate Fuel Choices]]
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==== Xls ====
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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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==== Rate Fuel Choices ====
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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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* 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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==== Generate For Choices ====
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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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Validation
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----------
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Each CT must have Pick Up and Delivery Trucker set.
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If not show error pop-up and block xls generation.
== Figures ==
== Figures ==
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== History ==
== History ==
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=== m1905 ===
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* 0001905: (*NATP) Billing for Virtual Group (add this new feature)
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* see this wiki
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* 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
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