Billing for Virtual Group

From UG

Contents 1 General 2 Business Requirements 3 Specs 3.1 Wizard Pop Up 3.2 Trucking Billing Manifest for NATP 3.2.1 Template 3.2.2 Xls 3.2.3 Rate Fuel Choices 3.2.4 Generate For Choices 4 Figures 4.1 Figure 1. Assign GRP and MASTER 4.2 Figure 2. Billing for Virtual Group 4.3 Figure 3. Rate fuel per trucker (one trucker per spreadsheet) 4.4 Figure 4. Rate fuel per unique origin and destination pair 5 History 5.1 m1905

General

• parent: http://mantis.jaguarfreight.com/mantis/view.php?id=1884

Business Requirements

See New Arden Trucking Project NATP (main)#Billing

Specs

To add this feature you need to add 2 components:

• #Wizard Pop Up
• #Trucking Billing Manifest for NATP

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 dropdown with all unique truckers across selected CTs
  • user may select one
  • 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.

Figures

Figure 1. Assign GRP and MASTER

Figure 2. Billing for Virtual Group

Figure 3. Rate fuel per trucker (one trucker per spreadsheet)

Figure 4. Rate fuel per unique origin and destination pair

History

m1905

• 0001905: (*NATP) Billing for Virtual Group (add this new feature)
• see this wiki
• spec updated? Y