Trucking Billing Manifest(User Guide)

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== Purpose ==
 
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This spreadsheet is used by some operators working with [[Master Trucking]]. It will be generated, edited and sent to the client or vendor.
 
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== Location ==
 
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* Doc Center Tab in [[Master Trucking]].
 
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[[Category: Trucking Billing Manifest (M) (xls)]]
[[Category: Trucking Billing Manifest (M) (xls)]]
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== Example and Typical Workflow ==
 
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* User opens one of the [[Master Trucking]] records and navigates to [[Doc Center Tab]].
 
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* User selects "Trucking Billing Manifest" from dropdown and clicks on "Show Template" button.
 
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* System brings up modal window where user mays select any subset of CTs that belong to the Master. See example on [[#Figure 1.]]
 
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* User selects some CTs and clicks "OK".
 
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* System brings user back to Doc Center Tab where user is presented with a template (form). See example on [[#Figure 2.]]
 
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** See additional information about template here: [[#Template]]
 
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* Users completes the form and clicks "Generate Report" button.
 
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* System generates spreadsheet and opens it to the user. See example on [[#Figure 3.]] and [[#Figure 4.]]
 
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** See additional information about spreadsheet here: [[#Spreadsheet]]
 
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=== Template ===
 
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* '''Date''' - [[datebox]], default value is current date
 
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* '''Client Company''' - [[textbox]], default value is blank
 
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* '''Authorized By''' - [[textbox]], default value is blank
 
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* '''Rate''' - [[textbox]], default value is 0.00
 
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* '''Minimum Rate''' - [[textbox]], default value is 0.00
 
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* '''Fuel''' - [[textbox]], default value is 0.00
 
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* '''Extra columns''' - [[listbox]], default value is 0
 
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Additional information:
 
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* '''Date'''
 
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:: ''datatype/format:'' [[Datatypes#CT2 Date]]
 
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:: ''timezone:'' user PC or server time
 
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* '''Client Company''' - [[textbox]]
 
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:: ''datatype/format:'' [[Datatypes#ascii]], max=30
 
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:: ''required:''        N
 
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* '''Authorized By'''
 
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:: ''datatype/format:'' [[Datatypes#ascii]], max=30
 
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:: ''required:''        N
 
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* '''Rate''' - [[textbox]], default value is blank
 
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point
 
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:: ''required:''        N
 
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* '''Minimum Rate''' - [[textbox]], default value is blank
 
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100,000; 2 digits after decimal point
 
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:: ''required:''        N
 
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* '''Fuel''' - [[textbox]], default value is blank
 
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:: ''datatype/format:'' [[Datatypes#decimal]], max=100; 3 digits after decimal point
 
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:: ''required:''        N
 
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* '''Extra columns''' - [[listbox]], default value is 0, possible values: {0,1,2,3}
 
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=== Spreadsheet ===
 
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There are 2 sections - see below.
 
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=== Spreadsheet: Manifest Section ===
 
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See Example on Figure 3.
 
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*  This is a table.
 
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* Horizontally:
 
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** it consists of as many sections as there are CTs (originally selected by user)
 
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** each CT section has as many lines as there are in commod table for this CT
 
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* Vertically it has a number of columns. See column definitions below.
 
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* '''CT#'''
 
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* '''Vendor''' -  [[CT#Shipper]]
 
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* '''P.O.''' - [[Commodity#PO]]
 
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* '''Item''' - [[Commodity#SKU]]
 
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* '''Origin Port'''
 
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::''City, State'' from [[CT#Export Pick Up]]
 
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::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
 
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* '''Dest. Port'''
 
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::''COMPANY-CITY-NOTE'' from [[CT#Export Delivery To]]
 
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::Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
 
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* '''Actual Pick Up Date'''
 
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:: [[CT#Actual Export Pick Up Date]]
 
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:: Note: for Truck-Ocean this date is on [[Container]]; and since each [[Commodity]] line is assigned to its own container - date would be shown for every spreadsheet line for such CT
 
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* '''Actual Delivery Date'''
 
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:: [[CT#Actual Delivery Date]]
 
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:: Note: for Truck-Ocean this date is on [[Container]]; and since each [[Commodity]] line is assigned to its own container - date would be shown for every spreadsheet line for such CT
 
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* Sorted by: CT#
 
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=== Spreadsheet: Billing Section ===
 
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See example on [[#Figure 4]]
 
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* This is a table.
 
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* Horizontally:
 
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** header: print column headers
 
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** body: print one line per CT
 
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** footer: print totals
 
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* Vertically each line has the following fields - see below.
 
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* '''C-Trax''' - CT#
 
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* '''Plts''' - [[Commodity#Grand Total: Plts]]
 
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* '''Pkgs on Plts''' - [[Commodity#Grand Total: Pkgs On Plts]] 
 
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* '''Loose Pkgs''' -  [[Commodity#Grand Total: Loose Pkgs]] 
 
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* '''Gross Weight''' - [[Commodity#Grand Total: Gross Kg]]
 
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* '''Rate ''' - from [[#Template]]
 
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* '''Freight Total  ''' = IF(''Gross Weight''/100*''Rate ''<75) THEN 75 ELSE ''Gross Weight''/100*''Rate ''
 
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* '''Fuel  ''' - from [[#Template]]
 
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* '''Fuel Total  '''  =  ''Freight Total '' x ''Fuel''
 
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* '''Extra 1 ''' - default to 0.00
 
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* '''Extra 2 ''' - default to 0.00
 
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* '''Total  ''' = ''Freight Total '' + ''Fuel Total  '' + ''Extra 1 '' + ''Extra 1 ''
 
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* CT formulas examples for line 31:
 
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** Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
 
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*** note: 75 here is a "Minimal Rate" from Template
 
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** Fuel Total  // =G31*H31
 
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** Total        // =G31+I31+J31+K31
 
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* Totals Formulas (see line 39)
 
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** each total is simply a sum of all numbers above it
 
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* '''! Please note that generated spreadsheet must contain formulas so that if number is changed by user it will re-calculate! '''
 
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== Misc ==
 
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* Please note that it is not required to have option to save generated version into the system (as for pdfs)
 
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* Business Analyst said it is up to developer how to display [[Trucking_Billing_Manifest(User_Guide)#Manifest_Section | Manifest_Section]] and  [[Trucking_Billing_Manifest(User_Guide)#Billing_Section | Billing_Section]] on two spreadsheet tabs or one tab (one below another).
 
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== Figures ==
 
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=== Figure 1. ===
 
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[[File:Select_CTs_from_Groups.JPG]]
 
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=== Figure 2. ===
 
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[[File:Trucking_Billing_Manifest_Template_ver_2.JPG]]
 
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=== Figure 3. ===
 
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[[File:Trucking_Billing_Manifest_Section_A.JPG]]
 
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=== Figure 4. ===
 
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[[File:Trucking Billing Manifest Section B.JPG]]
 

Revision as of 21:58, 27 February 2010

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