Trucking Billing Manifest(User Guide)
From UG
(Difference between revisions)
(Created page with '== Purpose == This spreadsheet is used by some operators working with Master Trucking. It will be generated, edited and sent to the client or vendor. == Location == * Doc …') |
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* User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button. | * User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button. | ||
| - | * System brings up modal window where user mays select any subset of CTs that belong to the Master. See [[#Figure 1.]] | + | * System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on [[#Figure 1.]] |
* User selects some CTs and clicks "OK". | * User selects some CTs and clicks "OK". | ||
| - | * System brings user back to Doc Center Tab where at this point template (form) appears a for user to fill in. See [[#Figure 2.]] | + | * System brings user back to Doc Center Tab where at this point template (form) appears a for user to fill in. See example on [[#Figure 2.]] |
** See additional information about template here: [[#Template]] | ** See additional information about template here: [[#Template]] | ||
* Users completes the form and clicks "Generate Report" button. | * Users completes the form and clicks "Generate Report" button. | ||
| - | * System generates spreadsheet and opens it to the user. | + | * System generates spreadsheet and opens it to the user. See example on [[#Figure 3.]] and [[#Figure 4.]] |
** See additional information about spreadsheet here: [[#Spreadsheet]] | ** See additional information about spreadsheet here: [[#Spreadsheet]] | ||
| Line 33: | Line 33: | ||
==== Billing Tab ==== | ==== Billing Tab ==== | ||
| - | |||
== Figures == | == Figures == | ||
Revision as of 03:18, 13 February 2010
Contents |
Purpose
This spreadsheet is used by some operators working with Master Trucking. It will be generated, edited and sent to the client or vendor.
Location
- Doc Center Tab in Master Trucking.
Example and Typical Workflow
- User opens one of the Master Trucking records and navigates to Doc Center Tab.
- User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
- System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on #Figure 1.
- User selects some CTs and clicks "OK".
- System brings user back to Doc Center Tab where at this point template (form) appears a for user to fill in. See example on #Figure 2.
- See additional information about template here: #Template
- Users completes the form and clicks "Generate Report" button.
- System generates spreadsheet and opens it to the user. See example on #Figure 3. and #Figure 4.
- See additional information about spreadsheet here: #Spreadsheet
Template
Spreadsheet
Manifest Tab
Billing Tab
Figures
Figure 1.
Figure 2.
Figure 3.
Figure 4.
