Trucking Billing Manifest(User Guide)

From UG

Contents 1 Related Documents 2 Purpose 3 Location 4 Example and Typical Workflow 4.1 Template 4.2 Spreadsheet 4.3 Spreadsheet: Manifest Section 4.4 Spreadsheet: Billing Section 5 Figures 5.1 Figure 1. 5.2 Figure 2. 5.3 Figure 3. 5.4 Figure 4.

Related Documents

See Category: Trucking Billing Manifest (M) (xls)

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!

Figures

Figure 1.

Figure 2.

Figure 3.

Figure 4.