Trucking Billing Manifest(User Guide)

From UG

Contents 1 Purpose 2 Location 3 Example and Typical Workflow 3.1 Template 3.2 Spreadsheet 3.2.1 Manifest Tab 3.2.2 Billing Tab 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 #Figure 1.

• User selects some CTs and clicks "OK".

• System brings user back to Doc Center Tab where at this point template (form) appears a for user to fill in. See #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 additional information about spreadsheet here: #Spreadsheet

Template

Spreadsheet

Manifest Tab

Billing Tab

Figures

Figure 1.

Figure 2.

Figure 3.

Figure 4.