Trucking Billing Manifest(User Guide)

From UG

Contents 1 Purpose 2 Location 3 Example and Typical Workflow 3.1 Template 3.2 Spreadsheet 3.3 Spreadsheet: Manifest Section 3.4 Spreadsheet: Billing Section 4 Figures 4.1 Figure 1. 4.2 Figure 2. 4.3 Figure 3. 4.4 Figure 4.

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.