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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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| - |
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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]]
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