Trucking Billing Manifest

From UG

Contents 1 Business Requirements 2 Suggested Design 2.1 Home and Select Groups or CTs panel 2.2 Template 2.3 xls Manifest Section 2.4 xls Billing Section

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

Suggested Design

Home and Select Groups or CTs panel

• It is suggested to have this option available on Doc Center Tab in Master
• 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

xls Manifest Section

• This is a table.
• See example here: ....
• 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