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TRANSCRIPT
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User CommandsUser 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 ContinueLeft Click to Continue
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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 ContinueLeft Click to Continue
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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 ContinueLeft Click to Continue
WISLBilling
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Type “17” <Enter>Type “17” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type “46” <Enter>Type “46” <Enter>
“ESC”“ESC”
Type ”5” <Enter>Type ”5” <Enter>
Left Click to begin Dispatch OverviewLeft Click to begin Dispatch Overview
Demonstration Menu
To Start BOL Processor Demo
To Start ProBill Prep Demo
Type “41” <Enter>Type “41” <Enter> To Start Batch Auto-Biller Demo
To Exit
To Show Summary Information
To Start Billing Overview
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Waterloo Information Systems Limitedpresents
WISL BillingWISL Billing
Left Click to ContinueLeft 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.
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• 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 ContinueLeft Click to Continue
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• 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 ContinueLeft Click to Continue
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• 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)
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• 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 ContinueLeft Click to Continue
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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
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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 ContinueLeft Click to Continue
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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)
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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 ContinueLeft Click to Continue
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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)
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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 ContinueLeft Click to Continue
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Type “17” <Enter>Type “17” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type “46” <Enter>Type “46” <Enter>
“ESC”“ESC”
Type ”5” <Enter>Type ”5” <Enter>
Left Click to begin Dispatch OverviewLeft Click to begin Dispatch Overview
Demonstration Menu
To Start BOL Processor Demo
To Start ProBill Prep Demo
Type “41” <Enter>Type “41” <Enter> To Start Batch Auto-Biller Demo
To Exit
To Show Summary Information
To Start Billing Overview
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Waterloo Information Systems Limitedpresents
BOL ProcessorBOL 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 ContinueLeft Click to Continue
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft 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.
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.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
The help command is entered to identify the options for accessing the division/branch/customer record.
The help command is entered to identify the options for accessing the division/branch/customer record.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft 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.
Entering a string of letters followed by the right square bracket retrieves a list of records for which the name starts with the string.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
Only one division record begins with ABC and it is the desired record and is selected by entering the ID(459).
Only one division record begins with ABC and it is the desired record and is selected by entering the ID(459).
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
The carrier record is identified in a similar manner as the division.
The carrier record is identified in a similar manner as the division.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
The BOL number may be entered or the system may be set up to have it assigned automatically.
The BOL number may be entered or the system may be set up to have it assigned automatically.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft 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.
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.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft 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.
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.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft 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.
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.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
Upon acceptance of the rating the taxes are calculated and the total is extended.
Upon acceptance of the rating the taxes are calculated and the total is extended.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
Terms are entered(in this case Prepaid) and comments may be recorded by entering a Y at the comments prompt..
Terms are entered(in this case Prepaid) and comments may be recorded by entering a Y at the comments prompt..
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
The rating criteria are automatically displayed and additional lines may be entered..
The rating criteria are automatically displayed and additional lines may be entered..
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
Upon entry of the comments there is a final opportunity to review the BOL record before it is saved.
Upon entry of the comments there is a final opportunity to review the BOL record before it is saved.
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WISL BOL Prep DemoWISL BOL Prep Demo
Left Click to ContinueLeft Click to Continue
This is a sample format of the bill of lading created above. This completes the demo of the BOL Prep routine.
This is a sample format of the bill of lading created above. This completes the demo of the BOL Prep routine.
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Type “17” <Enter>Type “17” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type “46” <Enter>Type “46” <Enter>
“ESC”“ESC”
Type ”5” <Enter>Type ”5” <Enter>
Left Click to begin Dispatch OverviewLeft Click to begin Dispatch Overview
Demonstration Menu
To Start BOL Processor Demo
To Start ProBill Prep Demo
Type “41” <Enter>Type “41” <Enter> To Start Batch Auto-Biller Demo
To Exit
To Show Summary Information
To Start Billing Overview
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Waterloo Information Systems Limitedpresents
Pro-Bill EntryPro-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 ContinueLeft Click to Continue
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Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft 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.
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.
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Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft 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.
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.
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 36
Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft Click to Continue
The service for this shipment requires an extra charge which has been coded.
The service for this shipment requires an extra charge which has been coded.
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Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft 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.
The amount of the extra charges is automatically added to the total, tax is re-calculated and the total charge is extended.
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 38
Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft 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.
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.
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Pro-Bill Entry DemoPro-Bill Entry Demo
Left Click to ContinueLeft 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.
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.
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 40
Type “17” <Enter>Type “17” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type “46” <Enter>Type “46” <Enter>
“ESC”“ESC”
Type ”5” <Enter>Type ”5” <Enter>
Left Click to begin Dispatch OverviewLeft Click to begin Dispatch Overview
Demonstration Menu
To Start BOL Processor Demo
To Start ProBill Prep Demo
Type “41” <Enter>Type “41” <Enter> To Start Batch Auto-Biller Demo
To Exit
To Show Summary Information
To Start Billing Overview
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Waterloo Information Systems Limitedpresents
Batch Auto-BillerBatch Auto-BillerAccessing 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 ContinueLeft Click to Continue
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Batch Auto-Biller DEMONSTRATIONBatch Auto-Biller DEMONSTRATION
Left Click to ContinueLeft Click to Continue
The Invoice/Statement Printing menu action initiates the generation of invoices.
The Invoice/Statement Printing menu action initiates the generation of invoices.
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Batch Auto-Biller DEMONSTRATIONBatch Auto-Biller DEMONSTRATION
Left Click to ContinueLeft 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.
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.
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Batch Auto-Biller DEMONSTRATIONBatch Auto-Biller DEMONSTRATION
Left Click to ContinueLeft 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.
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.
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Type “17” <Enter>Type “17” <Enter>
Type “33” <Enter>Type “33” <Enter>
Type “46” <Enter>Type “46” <Enter>
“ESC”“ESC”
Type ”5” <Enter>Type ”5” <Enter>
Left Click to begin Dispatch OverviewLeft Click to begin Dispatch Overview
Demonstration Menu
To Start BOL Processor Demo
To Start ProBill Prep Demo
Type “41” <Enter>Type “41” <Enter> To Start Batch Auto-Biller Demo
To Exit
To Show Summary Information
To Start Billing Overview
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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
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Summary of Features
Left Click To ExitLeft 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
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The EndThe EndFor Further Information, contact
Waterloo Information Systems Limited33 Dupont Street EastWaterloo OntarioN2J 2G8
(519) 884-2604
Left Click to ExitLeft Click to Exit
To Restart the Demo, type “1” <Enter>, or Double-click and Hold for 2 SecondsTo Restart the Demo, type “1” <Enter>, or Double-click and Hold for 2 Seconds