Billing for Virtual Group

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(Spreadsheet)
Line 78: Line 78:
** it consists of as many sections as there are CTs (originally selected by user)
** it consists of as many sections as there are CTs (originally selected by user)
** each CT section has as many lines as there are in commod table for this CT  
** each CT section has as many lines as there are in commod table for this CT  
-
** footer: print totals
+
** divide section by From one location To another location
 +
** each section provides Rate, Minimum Rate, Maximum Rate, and Fuel for before each table
 +
** footer for each section: print totals
* Vertically it has a number of columns and each line has the following fields - See column definitions below.
* Vertically it has a number of columns and each line has the following fields - See column definitions below.

Revision as of 21:23, 1 April 2010


Contents

Business Requirements

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.

Location

NOTE: Billing can be generated after defining Truck virtual group from Virtual Group and assigning virtual group to group and master. Then user can generate billing based on pick-up truckers or delivery truckers

Example and Typical Workflow

  • User creates a virtual group by classifiers
  • User reviews the result then click next
  • User selects Generate Billing on Pick up Trucker or Generate Billing on Delivery Trucker options from the menu
  • User clicks Apply
  • Pop-up window shows Group#XXXX has been generated and Master#XXXX has been generated
  • User clicks Ok
  • User will go to Master# record from quicklink or ListMs to generate Billing Manifest
  • User navigates to Master> Misc tab
  • User generates Billing Manifest
  • System brings up model window where user may select any subset of CTs that belong to the virtual group. See example on #Figure 1.
  • User selects some CTs or all CTs
  • User completes the form and clicks "Generate Report" button.
  • System generates spreadsheet and opens it to the user. See example on [[]] and [[]]
    • See additional information about spreadsheet here: #Spreadsheet

User Interface

See #Figure 1. Assign GRP and MASTER for pop-up window. This window is showing once user selected generating billing.

System assigned a group and Master automatically once user clicks Generate Billing on Pick up Trucker or Generate Billing on Delivery Trucker

See #Figure 2. Billing for Virtual Group for viewing CTs below

This is the HTML template from Misc Tab under a Master

Template

  • Selected Shipment - checkbox, default is uncheck
  • Extra columns - listbox, default value is 0
  • Reset Form button
  • Generate Result button

Additional information:

  • Extra columns - listbox, default value is 0, possible values: {0,1,2,3}
  • Reset Form button - should clear the data and uncheck the CTs from the Shipments table
  • Generate Result button - - should generate spreadsheet

Spreadsheet

It is groupped by Truck company per tab - see below.

Hard Coded Conditions

Based on Pick-up Trucker

  • This billing is generated based on Pick-up Trucker ONLY
  • Consider Trucker companies that handle the loads from pick up location to warehouse

Based on Delivery Trucker

  • This billing is generated based on Delivery Trucker ONLY
  • Consider Trucker companies that handle the loads from warehouse to destination

Spreadsheet

See Example on Figure 3.

  • This is a table.
  • Horizontally:
    • it consists of as many sections as there are CTs (originally selected by user)
    • each CT section has as many lines as there are in commod table for this CT
    • divide section by From one location To another location
    • each section provides Rate, Minimum Rate, Maximum Rate, and Fuel for before each table
    • footer for each section: print totals


    • Sorted by: CT#
  • Spreadsheet:Billing Section (Section 2)
    • See Example on Figure 2.
    • Insert Maximum Rate under Minimum Rate
    • Formula for Freight Total will be:
      • IF(gross weight/100*Rate < X) THEN X
      • ELSE IF (gross weight/100*Rate > Y) THEN Y
      • ELSE Gross Weight/100*Rate
  • ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!
  • Bug: Reset Form Button
    • Reset Form button should clear the data and uncheck the CTs from the Shipments table. Right now it deletes all the CTs in the shipment table. This is a bug!!! It must ONLY uncheck CTs, not DELETE CTs!

Spreadsheet: Billing Section

See example on #Figure 4

  • This is a table.
  • Horizontally:
    • header: print column headers
    • body: print one line per CT
    • footer: print totals
  • Vertically each line has the following fields - see below.
  • C-Trax - CT#
  • Freight Total = IF(Gross Weight/100*Rate <75) THEN 75 ELSE Gross Weight/100*Rate
  • Fuel Total = Freight Total x Fuel
  • Extra 1 - default to 0.00
  • Extra 2 - default to 0.00
  • Total = Freight Total + Fuel Total + Extra 1 + Extra 1
  • CT formulas examples for line 31:
    • Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
      • note: 75 here is a "Minimal Rate" from Template
    • Fuel Total // =G31*H31
    • Total // =G31+I31+J31+K31
  • Totals Formulas (see line 39)
    • each total is simply a sum of all numbers above it
  • ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!

Misc

  • Please note that it is not required to have option to save generated version into the system (as for pdfs)


Figures

Figure 1. Assign GRP and MASTER

File:PopUpAssignedMasterVT.JPG

Figure 2. Billing for Virtual Group

File:TruckingBillingManifestVT.JPG

Figure 2.

File:Trucking_Billing_Manifest_Template_ver_2.JPG

Figure 3.

File:Trucking_Billing_Manifest_Section_A.JPG

Figure 4.

File:Trucking Billing Manifest Section B.JPG


Change request

[Change Request]

Change Request March 8, 2010

  • Mantis 1844
  • Template section: Add Maximum Rate under Minimum Rate
    • Maximum Rate - text box, default is 0.00
    • Addition Information
      • Maximum Rate- datatype/format: Datatypes#decimal, max=100,000;2 digits after decimal, Required: N
    • Fuel- textbox,update: default value is 0.0000 (4 decimal places)
  • Spreadsheet:Manifest Section (Section 1)
  • Spreadsheet:Billing Section (Section 2)
    • See Example on Figure 2.
    • Insert Maximum Rate under Minimum Rate
    • Formula for Freight Total will be:
      • IF(gross weight/100*Rate < X) THEN X
      • ELSE IF (gross weight/100*Rate > Y) THEN Y
      • ELSE Gross Weight/100*Rate
  • ! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate!
  • Bug: Reset Form Button
    • Reset Form button should clear the data and uncheck the CTs from the Shipments table. Right now it deletes all the CTs in the shipment table. This is a bug!!! It must ONLY uncheck CTs, not DELETE CTs!

Figures

Figure 1. Trucking Billing Manifest Spreadsheet Section 1

File:TruckingBillingManifestForMasterSection1.JPG


Figure 2. Trucking Billing Manifest Spreadsheet Section 2

File:TruckingBillingManifestForMasterSection2.JPG


Approval

  • By: Marc
  • Update the change to the original Spec: No

Billing Trucking Manifest for Virtual Group

See example below.

File:TruckingBillingManifestVT.JPG File:Trucking Billing Manifest for virtual group.JPG

Sales Invoice

TBD

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