Trucking Billing Manifest

From UG

Contents 1 Business Requirements 2 Suggested Design 2.1 Location 2.2 Select Groups or CTs panel 2.3 Template 2.4 xls Manifest Section 2.5 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

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