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||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 User Commands WISL Demos.

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Presentation on theme: "||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 User Commands WISL Demos."— Presentation transcript:

1 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 User Commands WISL Demos use standard Microsoft PowerPoint commands, such as the following : Left Click, space, N, Down Arrow S or Plus Key (+) Escape Key, Minus Key (-), Ctl+Break Right Click, Backspace, Up Arrow Left and Right Click together for 2+ seconds Move mouse for 2 seconds Next Slide Previous Slide End Demo Pause or Resume Demo Restart entire Demo Shows the mouse pointer Left Click to Continue

2 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 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 |||||||||||| 3 WISL has the answer !! 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 WISL Billing

4 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 4 Type 17 Type 33 Type 46 ESC Type 5 Left Click to begin Dispatch Overview Demonstration Menu To Start BOL Processor Demo To Start ProBill Prep Demo Type 41 To Start Batch Auto-Biller Demo To Exit To Show Summary Information To Start Billing Overview

5 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 5 Waterloo Information Systems Limited presents WISL Billing Left Click to Continue 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.

6 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 6 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 BILLING MODULES Left Click to Continue

7 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 7 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 BILLING MODULES Left Click to Continue

8 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 8 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. BILLING MODULES (continued)

9 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 9 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. BILLING MODULES (continued) Left Click to Continue

10 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 10 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. BILLING INTERFACES

11 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 11 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. BILLING INTERFACES Left Click to Continue

12 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 12 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. BILLING INTERFACES (continued)

13 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 13 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 BILLING INTERFACES (continued) Left Click to Continue

14 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 14 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 BILLING INTERFACES (continued)

15 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 15 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 BILLING INTERFACES (continued) Left Click to Continue

16 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 16 Type 17 Type 33 Type 46 ESC Type 5 Left Click to begin Dispatch Overview Demonstration Menu To Start BOL Processor Demo To Start ProBill Prep Demo Type 41 To Start Batch Auto-Biller Demo To Exit To Show Summary Information To Start Billing Overview

17 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 17 Waterloo Information Systems Limited presents 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 |||||||||||| 18 WISL BOL Prep Demo Left Click to Continue 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.

19 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 19 WISL BOL Prep Demo Left Click to Continue The help command is entered to identify the options for accessing the division/branch/customer record.

20 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 20 WISL BOL Prep Demo Left Click to Continue Entering a string of letters followed by the right square bracket retrieves a list of records for which the name starts with the string.

21 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 21 WISL BOL Prep Demo Left Click to Continue Only one division record begins with ABC and it is the desired record and is selected by entering the ID(459).

22 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 22 WISL BOL Prep Demo Left Click to Continue The carrier record is identified in a similar manner as the division.

23 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 23 WISL BOL Prep Demo Left Click to Continue The BOL number may be entered or the system may be set up to have it assigned automatically.

24 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 24 WISL BOL Prep Demo Left Click to Continue 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.

25 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 25 WISL BOL Prep Demo Left Click to Continue 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.

26 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 26 WISL BOL Prep Demo Left Click to Continue 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.

27 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 27 WISL BOL Prep Demo Left Click to Continue Upon acceptance of the rating the taxes are calculated and the total is extended.

28 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 28 WISL BOL Prep Demo Left Click to Continue Terms are entered(in this case Prepaid) and comments may be recorded by entering a Y at the comments prompt..

29 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 29 WISL BOL Prep Demo Left Click to Continue The rating criteria are automatically displayed and additional lines may be entered..

30 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 30 WISL BOL Prep Demo Left Click to Continue Upon entry of the comments there is a final opportunity to review the BOL record before it is saved.

31 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 31 WISL BOL Prep Demo Left Click to Continue This is a sample format of the bill of lading created above. This completes the demo of the BOL Prep routine.

32 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 32 Type 17 Type 33 Type 46 ESC Type 5 Left Click to begin Dispatch Overview Demonstration Menu To Start BOL Processor Demo To Start ProBill Prep Demo Type 41 To Start Batch Auto-Biller Demo To Exit To Show Summary Information To Start Billing Overview

33 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 33 Waterloo Information Systems Limited presents 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 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 34 Pro-Bill Entry Demo Left Click to Continue 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.

35 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 35 Pro-Bill Entry Demo Left Click to Continue 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.

36 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 36 Pro-Bill Entry Demo Left Click to Continue The service for this shipment requires an extra charge which has been coded.

37 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 37 Pro-Bill Entry Demo Left Click to Continue The amount of the extra charges is automatically added to the total, tax is re-calculated and the total charge is extended.

38 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 38 Pro-Bill Entry Demo Left Click to Continue 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.

39 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 39 Pro-Bill Entry Demo Left Click to Continue 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.

40 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 40 Type 17 Type 33 Type 46 ESC Type 5 Left Click to begin Dispatch Overview Demonstration Menu To Start BOL Processor Demo To Start ProBill Prep Demo Type 41 To Start Batch Auto-Biller Demo To Exit To Show Summary Information To Start Billing Overview

41 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 41 Waterloo Information Systems Limited presents 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 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 42 Batch Auto-Biller DEMONSTRATION Left Click to Continue The Invoice/Statement Printing menu action initiates the generation of invoices.

43 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 43 Batch Auto-Biller DEMONSTRATION Left Click to Continue 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.

44 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 44 Batch Auto-Biller DEMONSTRATION Left Click to Continue 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.

45 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 45 Type 17 Type 33 Type 46 ESC Type 5 Left Click to begin Dispatch Overview Demonstration Menu To Start BOL Processor Demo To Start ProBill Prep Demo Type 41 To Start Batch Auto-Biller Demo To Exit To Show Summary Information To Start Billing Overview

46 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 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 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 47 Summary of Features Left Click To Exit 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

48 ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 48 The End For Further Information, contact Waterloo Information Systems Limited 33 Dupont Street East Waterloo Ontario N2J 2G8 (519) Left Click to Exit To Restart the Demo, type 1, or Double-click and Hold for 2 Seconds


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