Summary

  1. What is it?
    1. Introducing visibility to different transaction categories used at a store/fuel pump. Currently, when a driver is using the fuel card at a store/gas station, all the transactions are lumped into 1 category - Fuel Transaction for the Truck. This may not be accurate because the card could also have been used for cash advance, groceries, maintenance items and etc…
  2. Why is it important?
    1. A fuel card can be used for a number of different types of purchases. Within a purchase transaction, some categories are related to the driver expenses and some are related to company/tenant expenses. It is important to have this type of visibility for not only to understand what was purchased, but to also know what action steps to take next depending on the transaction categories.
  3. How is it used?
    1. Users will use the same Fuel Report as before however instead of one line item summing all the categories for a transaction, the details for a category details will be display in its row. In other words, if a transaction had items belonging to 3 different categories, then the report will show 3 different rows of information (1 for each category).
  4. Who has access?
    1. All users

Demo

https://www.loom.com/share/89bacb7ec3d54847969c42fc474a20f9

Useful Definitions

<aside> 💡 Truck diesel is for on-road vehicles, taxed at the pump, with non-refundable taxes. Dyed diesel is for off-road use, not taxed at the pump, and no tax refunds are allowed. Reefer diesel is also for on-road vehicles (refrigerated trucks), taxed at the pump, but taxes are refundable through a separate tax return process.

</aside>

Columns with tooltips

  1. Net Total - “Fuel with discount - This is the true amount charged by the fuel card company”
  2. Price/Unit at Pump OR Retail PPU - “Fuel without discount - This is the retail price amount displayed at the pump”
  3. Discount Price/Unit OR Discount PPU - “Retail $/U minus Discount $/U”
    1. For example: If PPU is $5/Gal, and fuel card provides $1 discount/gal, then the Discount PPU should display $4/Gal
  4. Retail Cost - “This is the total amount displayed at the pump”
    1. This the amount paid, calc: #of gallons * Retail Price. This is also the amount printed on the receipt that the driver receives at the gas station/pump.