Trucking Billing Manifest(User Guide)
From UG
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| + | See [[:Category: Trucking Billing Manifest (M) (xls)]] | ||
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== Purpose == | == Purpose == | ||
Revision as of 06:51, 15 February 2010
Contents |
Related Documents
See Category: Trucking Billing Manifest (M) (xls)
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 user is presented with a template (form). 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
- Date - datebox, default value is current date
- Client Company - textbox, default value is blank
- Authorized By - textbox, default value is blank
- Rate - textbox, default value is 0.00
- Minimum Rate - textbox, default value is 0.00
- Fuel - textbox, default value is 0.00
- Extra columns - listbox, default value is 0
Spreadsheet
Spreadsheet: Manifest Section
Spreadsheet: Billing Section
Figures
Figure 1.
Figure 2.
Figure 3.
Figure 4.
