Billing for Virtual Group

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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:

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:

Rate Fuel Choices

  • 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

File:PopUpAssignedMasterVT.JPG

Figure 2. Billing for Virtual Group

File:TruckingBillingManifestVT.JPG

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

File:Rate fuel per trucker (one trucker per spreadsheet).JPG

Figure 4. Rate fuel per unique origin and destination pair

File:Rate fuel per origin destination (one trucker per spreadsheet).JPG

History

m1905

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