User Commands

1
User Commands
WISL Demos use standard Microsoft PowerPoint
commands, such as the following
Left Click to Continue
2
Looking for a comprehensive freight billing
solution ?
The WISL Billing System is a collection of
modules which handles both the record-keeping
aspects of the billing process and the interfaces
between billing and other functions including
order entry, customer shipping systems and the
corporate financial system.
Left Click to Continue
3
WISL has the answer !!
WISL Billing
The WISL Billing system consists of three
major components the customer bill of lading
processor, the pro-bill preparation routine and
the batch auto biller and invoice generator.
Left Click to Continue
4
Demonstration Menu
Type 5 ltEntergt
To Start Billing Overview
Type 17 ltEntergt
To Start BOL Processor Demo
Type 33 ltEntergt
To Start ProBill Prep Demo
Type 41 ltEntergt
To Start Batch Auto-Biller Demo
Type 46 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to begin Dispatch Overview
5
WISL Billing
The WISL Billing System is a collection of
modules which handles both the record-keeping
aspects of the billing process and the interfaces
between billing and other functions including
order entry, customer shipping systems and the
corporate financial system. The WISL Billing
system consists of three major components the
customer bill of lading processor, the pro-bill
preparation routine and the batch auto-biller and
invoice generator.
Left Click to Continue
6
BILLING MODULES

• Bill of Lading Processor
• The Bill of Lading Processor provides for the
  collection and maintenance of customer bill of
  lading records via EDI(204 documents) or directly
  through comprehensive interactive facilities.
  Reporting is available to identify bills that
  have not been matched to pro-bills and processed.
• Pro-bill Preparation Routine
• This interactive facility provides for the
  preparation of the pro-bill record to be used as
  the basis for generating customer invoices for
  shipments. Functions include
• -compares data recorded on the pro-bill
  record with that recorded on the customer bill
  of lading and identifies discrepancies
• - provides for the specification of accessorial
  charges
• - provides for linking of several pro-bills
  representing the legs of a milk run to allow
  rating and billing as a single shipment - allows
  review and override of the automatic rating
• - provides for specification, review and
  override of interline rating
• - calculates taxes and generates extensions for
  review
• - provides for the recording of additional
  analytical data and text comments

Left Click to Continue
7
BILLING MODULES

• Bill of Lading Processor
• The Bill of Lading Processor provides for the
  collection and maintenance of customer bill of
  lading records via EDI(204 documents) or directly
  through comprehensive interactive facilities.
  Reporting is available to identify bills that
  have not been matched to pro-bills and processed.
• Pro-bill Preparation Routine
• This interactive facility provides for the
  preparation of the pro-bill record to be used as
  the basis for generating customer invoices for
  shipments. Functions include
• -compares data recorded on the pro-bill
  record with that recorded on the customer bill
  of lading and identifies discrepancies
• - provides for the specification of accessorial
  charges
• - provides for linking of several pro-bills
  representing the legs of a milk run to allow
  rating and billing as a single shipment - allows
  review and override of the automatic rating
• - provides for specification, review and
  override of interline rating
• - calculates taxes and generates extensions for
  review
• - provides for the recording of additional
  analytical data and text comments

Left Click to Continue
8
BILLING MODULES (continued)

• Batch Auto-Biller and Invoice Generator
• - Accessing the pro-bill file, this batch
  facility follows record indicators or
  programmed rules to generate customer
  invoices(hardcopy or EDI 210 records) along
  with corresponding financial transactions.
• - Parameters are prompted to provide for
  generation in convenient batches and the
  printed documents are sorted in an order
  appropriate for subsequent handling.

9
BILLING MODULES (continued)

• Batch Auto-Biller and Invoice Generator
• - Accessing the pro-bill file, this batch
  facility follows record indicators or
  programmed rules to generate customer
  invoices(hardcopy or EDI 210 records) along
  with corresponding financial transactions.
• - Parameters are prompted to provide for
  generation in convenient batches and the
  printed documents are sorted in an order
  appropriate for subsequent handling.

Left Click to Continue
10
BILLING INTERFACES

• WISL Billing is a generalized facility for
  the billing of
• freight services. There are four major areas of
  interface
• accommodated by the design of WISL Billing
  customer data base,
• pro-bill data importation, auto-rating and
  accounts receivable.
• 
  
• Customer Data Base
  
• The default customer data base for WISL
  Billing is the
• facility provided within the framework of WISL's
  Freight Analysis
• Information System. Another customer data base
  that supports the
• client's related information systems developed in
  the UniVerse DBMS
• may also be utilized. A customer data base
  resident on a different
• data base may also be interfaced if the data base
  provides access
• via SQL inquiries. With the appropriate
  middleware available, the
• customer data base may be resident on a different
  computing
• platform.
• 
  

11
BILLING INTERFACES

• WISL Billing is a generalized facility for
  the billing of
• freight services. There are four major areas of
  interface
• accommodated by the design of WISL Billing
  customer data base,
• pro-bill data importation, auto-rating and
  accounts receivable.
• 
  
• Customer Data Base
  
• The default customer data base for WISL
  Billing is the
• facility provided within the framework of WISL's
  Freight Analysis
• Information System. Another customer data base
  that supports the
• client's related information systems developed in
  the UniVerse DBMS
• may also be utilized. A customer data base
  resident on a different
• data base may also be interfaced if the data base
  provides access
• via SQL inquiries. With the appropriate
  middleware available, the
• customer data base may be resident on a different
  computing
• platform.

Left Click to Continue
12
BILLING INTERFACES (continued)

• Pro-bill Data Importation
  
• There is a complete interactive capability
  within WISL Billing
• to add and maintain pro-bill records. To reduce
  clerical effort and
• improve data integrity it is often desirable to
  import pro-bill
• data from the data bases of systems that generate
  shipment records.
• Carriers that employ the WISL Dispatch System
  have an automatic
• pro-bill importation facility built into the
  dockside module.
• Shippers utilizing the Distribution Control
  System can also depend
• on the automatic generation of pro-bill data upon
  release of a
• shipment. Likewise, brokers and forwarders who
  use the Shipment
• Analysis module to audit carrier freight bills
  may also have the
• SA module automatically generate pro-bill records
  as a function of
• the audit process.
• Non-WISL information systems that generate
  shipment records
• may also provide pro-bill data to WISL Billing
  through batch
• transfer or an interactive communication
  mechanism.

13
BILLING INTERFACES (continued)

• Pro-bill Data Importation
  
• There is a complete interactive capability
  within WISL Billing
• to add and maintain pro-bill records. To reduce
  clerical effort and
• improve data integrity it is often desirable to
  import pro-bill
• data from the data bases of systems that generate
  shipment records.
• Carriers that employ the WISL Dispatch System
  have an automatic
• pro-bill importation facility built into the
  dockside module.
• Shippers utilizing the Distribution Control
  System can also depend
• on the automatic generation of pro-bill data upon
  release of a
• shipment. Likewise, brokers and forwarders who
  use the Shipment
• Analysis module to audit carrier freight bills
  may also have the
• SA module automatically generate pro-bill records
  as a function of
• the audit process.
• Non-WISL information systems that generate
  shipment records
• may also provide pro-bill data to WISL Billing
  through batch
• transfer or an interactive communication mechanism

Left Click to Continue
14
BILLING INTERFACES (continued)

• Auto-rating
  
• WISL Billing can be operated without
  auto-rating. High volume
• billing applications are greatly facilitated by
  employing auto-
• rating. The auto-rating facilities of FAIS are
  fully integrated
• with WISL Billing. A third party auto-rating
  facility could also
• be interfaced via an interactive communication
  mechanism.
• 
  
• Accounts Receivable
  
• Interface to financial accounting systems is
  batch in nature.
• WISL Billing will generate transactions to be
  sent to an accounts
• receivable system in any format required

15
BILLING INTERFACES (continued)

• Auto-rating
  
• WISL Billing can be operated without
  auto-rating. High volume
• billing applications are greatly facilitated by
  employing auto-
• rating. The auto-rating facilities of FAIS are
  fully integrated
• with WISL Billing. A third party auto-rating
  facility could also
• be interfaced via an interactive communication
  mechanism.
• 
  
• Accounts Receivable
  
• Interface to financial accounting systems is
  batch in nature.
• WISL Billing will generate transactions to be
  sent to an accounts
• receivable system in any format required

Left Click to Continue
16
Demonstration Menu
Type 5 ltEntergt
To Start Billing Overview
Type 17 ltEntergt
To Start BOL Processor Demo
Type 33 ltEntergt
To Start ProBill Prep Demo
Type 41 ltEntergt
To Start Batch Auto-Biller Demo
Type 46 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to begin Dispatch Overview
17
BOL Processor
The Bill of Lading Processor provides for the
collection and maintenance of customer bill of
lading records via EDI(204 documents) or directly
through comprehensive interactive facilities.
Reporting is available to identify bills that
have not been matched to pro-bills and processed.
Left Click to Continue
18
WISL BOL Prep Demo
Bill of lading records may be imported from
a shipping system(WISL Branch Freight), from the
WISL Dispatch interface or entered directly. The
ADD menu action is selected to create a new bill
of lading record.
Left Click to Continue
19
WISL BOL Prep Demo
The help command is entered to identify the
options for accessing the division/branch/customer
record.
Left Click to Continue
20
WISL BOL Prep Demo
Entering a string of letters followed by
the right square bracket retrieves a list of
records for which the name starts with the string.
Left Click to Continue
21
WISL BOL Prep Demo
Only one division record begins with ABC
and it is the desired record and is selected by
entering the ID(459).
Left Click to Continue
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WISL BOL Prep Demo
The carrier record is identified in a
similar manner as the division.
Left Click to Continue
23
WISL BOL Prep Demo
The BOL number may be entered or the system
may be set up to have it assigned automatically.
Left Click to Continue
24
WISL BOL Prep Demo
The customer reference number may be set up
to default to the BOL number or another
number(usually the PO number) may be recorded.
The packing slip(shipped) date and received date
may be entered in any standard format.
Left Click to Continue
25
WISL BOL Prep Demo
The currency code is pre-set to a system
default which may be overridden. The
Dealer(usually consignee) may be identified in a
similar manner as the Division and Carrier above.
The product code is not required for rating and
is entered if desired for reporting.
Left Click to Continue
26
WISL BOL Prep Demo
The characteristics of the shipment are
entered (in this case the units, weight and
direction) and it is automatically rated using
the quotes and tables stored for the division
entity. The option to alter the rating
information is presented.
Left Click to Continue
27
WISL BOL Prep Demo
Upon acceptance of the rating the taxes are
calculated and the total is extended.
Left Click to Continue
28
WISL BOL Prep Demo
Terms are entered(in this case Prepaid) and
comments may be recorded by entering a Y at the
comments prompt..
Left Click to Continue
29
WISL BOL Prep Demo
The rating criteria are automatically
displayed and additional lines may be entered..
Left Click to Continue
30
WISL BOL Prep Demo
Upon entry of the comments there is a final
opportunity to review the BOL record before it
is saved.
Left Click to Continue
31
WISL BOL Prep Demo
This is a sample format of the bill of
lading created above. This completes the demo of
the BOL Prep routine.
Left Click to Continue
32
Demonstration Menu
Type 5 ltEntergt
To Start Billing Overview
Type 17 ltEntergt
To Start BOL Processor Demo
Type 33 ltEntergt
To Start ProBill Prep Demo
Type 41 ltEntergt
To Start Batch Auto-Biller Demo
Type 46 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to begin Dispatch Overview
33
Pro-Bill Entry
This interactive facility provides for the
preparation of the pro-bill record to be used as
the basis for generating customer invoices for
shipments.
Left Click to Continue
34
Pro-Bill Entry Demo
The probill ID may be entered or it may be
set up to be automatically assigned by the
system. Upon entry of the BOL number the data
from the BOL record that was previously entered
in the BOL demo is imported to this probill
record.
Left Click to Continue
35
Pro-Bill Entry Demo
Any of the data that was entered into the
BOL record may be modified and the bill may be
re-rated. Then additional data may be added
starting with accessorials.
Left Click to Continue
36
Pro-Bill Entry Demo
The service for this shipment requires an
extra charge which has been coded.
Left Click to Continue
37
Pro-Bill Entry Demo
The amount of the extra charges is
automatically added to the total, tax is
re-calculated and the total charge is extended.
Left Click to Continue
38
Pro-Bill Entry Demo
Comments about the description of the
goods, probill activity or rating may be added in
the same manner as was illustrated above for the
BOL.
Left Click to Continue
39
Pro-Bill Entry Demo
Upon entry of the comments there is a final
opportunity to review the Probill record before
it is saved. This completes the demo of the
Pro-Bill Entry routine.
Left Click to Continue
40
Demonstration Menu
Type 5 ltEntergt
To Start Billing Overview
Type 17 ltEntergt
To Start BOL Processor Demo
Type 33 ltEntergt
To Start ProBill Prep Demo
Type 41 ltEntergt
To Start Batch Auto-Biller Demo
Type 46 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to begin Dispatch Overview
41
Batch Auto-Biller
Accessing the pro-bill file, this batch facility
follows record indicators or programmed rules to
generate customer invoices(hardcopy or EDI 210
records) along with corresponding financial
transactions. Parameters are prompted to provide
for generation in convenient batches and the
printed documents are sorted in an order
appropriate for subsequent handling.
Left Click to Continue
42
Batch Auto-Biller DEMONSTRATION
The Invoice/Statement Printing menu action
initiates the generation of invoices.
Left Click to Continue
43
Batch Auto-Biller DEMONSTRATION
The start and end date of the period to be
covered are prompted. All probills with a
shipment date within the period would be included.
Left Click to Continue
44
Batch Auto-Biller DEMONSTRATION
This is a sample of the content of an
invoice that could be generated. The format is
customized for each biller. Multiple shipments
might be included in a statement format.
Corresponding financial transactions would be
generated to be sent to a corporate financial
accounting system. This concludes the demo of the
Batch Auto-Biller.
Left Click to Continue
45
Demonstration Menu
Type 5 ltEntergt
To Start Billing Overview
Type 17 ltEntergt
To Start BOL Processor Demo
Type 33 ltEntergt
To Start ProBill Prep Demo
Type 41 ltEntergt
To Start Batch Auto-Biller Demo
Type 46 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to begin Dispatch Overview
46
Summary of Features

• Bill of Lading Processor
• Pro-Bill Data Entry
• Batch Auto-Biller
• Customer Data Base Interface
• WISL Dispatch Shipping Interface
• Financial Accounting Interface
• Comprehensive Reporting
• Fully EDI Compliant

47
Summary of Features

• Bill of Lading Processor
• Pro-Bill Data Entry
• Batch Auto-Biller
• Customer Data Base Interface
• WISL Dispatch Shipping Interface
• Financial Accounting Interface
• Comprehensive Reporting
• Fully EDI Compliant

Left Click To Exit
48
The End
For Further Information, contact  Waterloo Inform
ation Systems Limited 33 Dupont Street
East Waterloo Ontario N2J 2G8 [phone]
To Restart the Demo, type 1 ltEntergt, or Double-c
lick and Hold for 2 Seconds
Left Click to Exit