Trucking Billing Manifest (M) (xls) (OLD)

From UG

Contents 1 Mantis 2 Business Requirements 2.1 Definitions 3 Suggested Design 3.1 Location 3.2 Select Groups or CTs panel 3.3 Template 3.4 xls Manifest Section 3.5 xls Billing Section

Mantis

1581

Business Requirements

• Operators need xls spreadsheet for Trucking MOT that has:
  • Manifest section:
    • commodity info (PO, SKU, etc)
    • general CT info (Shipper, etc)
  • Billing section:
    • per CT
    • has commodity totals (Gross weight, etc)
    • has fields that contain formulas

Definitions

• In the transport or logistics industry, a packing list. (wikipedia.org)

• Transport document that serves as a tally-sheet, and gives a detailed summary of all bills of lading (or air waybills) issued by a carrier (or its agent) for a particular voyage of a particular vessel or vehicle. For cargo carrying vessels or vehicles, a manifest lists its consignor, consignee, number, origin, destination, value, and other such information primarily for use by the customs authorities. Where the vessel or vehicle carries passengers, it lists their names, port of embarkation, port of disembarkation, etc., primarily for use by the immigration authorities. (businessdictionary.com)

Suggested Design

Location

• It is suggested to have this option available on Doc Center Tab in Master
• Please note that it is not required to have option to save generated version into the system (as for pdfs)
• Design option: alternatively we could place this component in "CT2 > Reports" section. In this case text field to enter Trucking Master# would be the first step.

Select Groups or CTs panel

• On "generate template" system would present pop-up panel that gives a choice to the user of what CTs to include into the document - see Select_CTs_from_Groups.JPG

Template

• See File:Trucking_Billing_Manifest_Template.JPG
• Mapping:
  • Date // today's date
  • Client // GenTab.E0
  • Author By // Gen Tab
  • Rate // float; default=0.00
  • Min Rate // float; default=0.00
  • Fuel // float; default=0.000
  • Extra Columns // dropdown, choices: 1,2,3

xls Manifest Section

• This is a table.
• See example here: Trucking_Billing_Manifest_Section_A.JPG
• 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:
  • CT# //
  • Vendor // Gen Tab 2. Shipper T1
  • P.O. // ContTab
  • Item // SKU, ContTab
  • Origin Port // City, State from Gen Tab 5 Export Pick up T4 // print once per CT on the first line
  • Dest. Port // "COMPANY-CITY NOTE" - 6. Export Delivery to (T5) // print once per CT on the first line
  • Actual Pick Up Date // Actual Export Pick-Up Date (mode logic) // for FCL date is per commodity item
  • Actual Delivery Date // Actual Delivery Date (mode logic) // for FCL date is per commodity item

xls Billing Section

• This is a table.

• See example here: File:Trucking Billing Manifest Section B.JPG

• Horizontally:
  • column headers
  • body: one line per CT
  • footer: totals

• Vertically:
  • C-Trax // CT#
  • Plts // CT ContTab
  • Pkgs on Plts // CT ContTab
  • Loose Pkgs // CT ContTab
  • Gross Weight // CT ContTab
  • Rate
  • Freight Total
  • Fuel
  • Fuel Total
  • Extra 1
  • Extra 2
  • Total

• CT formulas (see line 31 in File:Trucking Billing Manifest Section B.JPG):
  • Rate // from templ
  • Freight Total // =IF(E31/100*F31<75,75,E31/100*F31)
    • note: 75 here is a "Minimal Rate" from Template
  • Fuel
  • Fuel Total // =G31*H31
  • Extra 1
  • Extra 2
  • Total // =G31+I31+J31+K31

• Totals Formulas (see line 39 in File:Trucking Billing Manifest Section B.JPG):
  • each total is simply a sum of all numbers above it