Billing for Virtual Group
From UG
Contents |
General
Business Requirements
See New Arden Trucking Project NATP (main)#Billing
Specs
To add this feature you need to add 2 components:
Wizard Pop Up
After user selects billing option on Virtual_Groups_for_NATP#General_Wizard_Step_3 system will:
- create a CT Group out of all CTs in Virtual Group
- MOT = Truck Domestic
- Client = Client from Virtual Grp classifiers
- Create Trucking Master
- Add CT Group above to the Master
- present pop up as on #Figure 1. Assign GRP and MASTER
Trucking Billing Manifest for NATP
Master Trucking needs additional tab: NATP.
See #Figure 2. Billing for Virtual Group
This tab has same purpose as Misc tab - to generate Trucking Billing Manifest. The difference is in how it is done and output design. Overall one is just a variation of another.
See what we have now on Misc tab here: Trucking Billing Manifest (Developer Guide)
Template
NATP template:
- has CT/GRP list as Misc does
- does not have any other field present on Misc except "Extra Columns". Reason: System will produce xls with default values (as defined for Misc) and user will edit on xls
- has additional (not present on Misc) controls/choices - see #Generate For Choices and #Rate Fuel Choices
Xls
It consists of same components as xls for Misc but there are some important differences:
- Section 1 and 2 are now located on same tab not 2 different tabs as for Misc
- user has some choices of layout - see #Generate For Choices and #Rate Fuel Choices
Rate Fuel Choices
- per Trucker
- this is how it is done on Misc
- in this case system creates one set of parameters (rates/fuel) per tab
- see #Figure 3. Rate fuel per trucker (one trucker per spreadsheet)
- per unique origin / destination pair
- new idea
- for Section 2 system creates as many groups as there are unique origin destination pairs (with its own set of parameters (rates/fuel)) per tab
- business reason: rates could be defined by origin/destination in the future for some companies
- see #Figure 4. Rate fuel per unique origin and destination pair
Generate For Choices
- All Pick Up Truckers
- system must group all selected CTs per CT#Pick Up Trucker and display each group on a separate xls tab. Tab is to be named after given Trucker
- All Delivery Truckers
- same idea as above
- Selected Pick Up Trucker
- on template system produces all unique truckers across selected CTs
- xls has only CTs that have selected trucker
- Selected Delivery Trucker
- same idea as above
Validation ---------- Each CT must have Pick Up and Delivery Trucker set. If not show error pop-up and block xls generation.