Billing for Virtual Group

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== Wizard ==
== Wizard ==
TBD
TBD
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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)]]
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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]]
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=== Change request ===
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[[http://mantis.jaguarfreight.com/wiki/Trucking_Billing_Manifest_%28CR%29 Change Request]]
== Billing Trucking Manifest for Virtual Group ==
== Billing Trucking Manifest for Virtual Group ==

Revision as of 18:28, 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.

Wizard

TBD

Location

Example and Typical Workflow

  • 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

Additional information:

  • Date
datatype/format: Datatypes#CT2 Date
timezone: user PC or server time
datatype/format: Datatypes#ascii, max=30
required: N
  • Authorized By
datatype/format: Datatypes#ascii, max=30
required: N
  • Rate - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
required: N
  • Minimum Rate - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100,000; 2 digits after decimal point
required: N
  • Fuel - textbox, default value is blank
datatype/format: Datatypes#decimal, max=100; 3 digits after decimal point
required: N
  • Extra columns - listbox, default value is 0, possible values: {0,1,2,3}

Spreadsheet

There are 2 sections - see below.

Spreadsheet: Manifest Section

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
  • Vertically it has a number of columns. See column definitions below.
  • CT#
  • Origin Port
City, State from CT#Export Pick Up
Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
  • Dest. Port
COMPANY-CITY-NOTE from CT#Export Delivery To
Note: print once per CT on the first line if there are multiples lines per CT on a spreadsheet
  • Actual Pick Up Date
CT#Actual Export Pick Up Date
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
  • Actual Delivery Date
CT#Actual Delivery Date
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
  • Sorted by: CT#

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.

File:Select_CTs_from_Groups.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]

Billing Trucking Manifest for Virtual Group

See example below.

File:Trucking Billing Manifest for virtual group.JPG

Sales Invoice

TBD

Retrieved from "https://wiki.jaguarfreight.com/Billing_for_Virtual_Group"
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