Trucking Billing Manifest (Developer 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 Misc 5 Figures 5.1 Figure 1. 5.2 Figure 2. 5.3 Figure 3. 5.4 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

Additional information:

• Date

datatype/format: Datatypes#CT2 Date

timezone: user PC or server time

• Client Company - textbox

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#

• Vendor - CT#Shipper

• P.O. - Commodity#PO

• Item - Commodity#SKU

• 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#

• Plts - Commodity#Grand Total: Plts

• Pkgs on Plts - Commodity#Grand Total: Pkgs On Plts

• Loose Pkgs - Commodity#Grand Total: Loose Pkgs

• Gross Weight - Commodity#Grand Total: Gross Kg

• Rate - from #Template

• Freight Total = IF(Gross Weight/100*Rate <75) THEN 75 ELSE Gross Weight/100*Rate

• Fuel - from #Template

• 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)

• Business Analyst said it is up to developer how to display Manifest_Section and Billing_Section on two spreadsheet tabs or one tab (one below another).

Figures

Figure 1.

Figure 2.

Figure 3.

Figure 4.