Counter Menu -> Delivery & Pickups -> Delivery Console -> OUTSTANDING button -> Outstanding Deliveries display -> SELECT button when document in focus -> Delivery/Pickup/Document Details
Counter Menu -> Delivery & Pickups -> Pickup Console -> OUTSTANDING button -> Outstanding Pickups display -> SELECT button when document in focus -> Delivery/Pickup/Document Details
This screen provides the ability to drill down to the details of the Delivery/Pickup ticket and of the source document, from the Delivery/Pickup Dispatch screen with the options to update the driver on the ticket, view the map, or create, print, close, or cancel the ticket.
The Contract, Reservation, or Worksheet document type and number
is displayed with the Customer number.
The Clerk code from the Delivery or Pickup Ticket is also
displayed, and if there is no associated Delivery or Pickup Ticket,
then it is the clerk from the document that is displayed.
If this screen is generated from the Delivery/Pickup Dispatch screen the Contracts, and
Reservations provide a COMMENTS button to view the
Document Comments, and a
SERVICES button to view any associated Document Services.
These two buttons are not available on Worksheet ticket details,
nor when the ticket details are generated from the Delivery Console or Pickup
Console.
An ATTACHMENTS button is also available to view any
existing document Attachments and is
disabled if no attachments are directly associated with the
document.
If a Delivery or Pickup Ticket exists for this record, the
ticket number displays with the date and time.
If there is no associated Delivery or Pickup Ticket, then the
Delivery or Pickup status code displays with the date out or date
due back from source document.
Note: When a driver is changed on a document before the ticket is created, such as a contract with a P-Due or D-Due status, then the driver is actually changed at the document level and so will be reflected on other Delivery/Pickup/Document Details associated with that same document.
Product numbers to be moved on the selected Delivery or Pickup are listed with the description and quantities on the right and the Bill To & Ship To addresses displayed on the left, unless the ticket is associated with Winroute/OnDemand or has driver feedback status. Then there are two formats for displaying the ticket address and product details:
ACTIONS:
Additional actions provided by buttons on
the Delivery/Pickup Document Details screen are based on the
delivery or pickup status of the document or ticket including:
Click the SHOW MAP button to launch your firms preferred locator site in a standard Web browser such as Internet Explorer, as outlined in Map Location.
View Expanded Record of a Delivery or Pickup Ticket:
This option is only provided when this Document Details
screen is triggered from then All tab or any WinRoute
or On Demand tabs, on the Delivery/Pickup Dispatch screen.
Click the EXP/CON button on the document record to view the delivery or pickup quantity completed and the quantity cancelled.
Create a Delivery or Pickup Ticket:
This option is
only provided when this Document Details screen is triggered
from Delivery/Pickup Dispatch.
Click the CREATE button on a Contract record with a status of 'D-DUE' or 'P-DUE' to create a new ticket as outlined in Create Delivery Ticket or in Create Pickup Ticket accordingly.
Note: Tickets cannot be created for Reservations or Worksheet, until they are converted to a Contract.
Print a Delivery Ticket, Pickup Ticket, or the source
Document:
A printer can be confirmed or re-selected from
the Printer option located on the menu bar at the top of the
screen.
Click the PRINT button to print a copy of one of the
following:
Close a Ticket:
Click the CLOSE button to close the ticket, or to
remove the Delivery or Pickup flag if there is no related
ticket.
Note: Contracts with a status of 'D-COM' or 'P-COM' have already been completed and closed.
Cancel a Ticket:
Click the CANCEL button to cancel a ticket changing
the Off Rent status on the product, or to remove the Delivery or
Pickup flag if there is no related ticket.
Note: Contracts with a status of 'D-COM' or 'P-COM' have already been completed and closed.
View Source Document Details:
This option is only provided when this Document Details
screen is triggered from Delivery/Pickup
Dispatch.
Click the DOCUMENT button to drill does to details on the Transactions, Header, Details, Totals and resulting documents, as outlined in Document Information.
View Customer Information
Click the CUSTOMER button to view the complete
Customer Information.
This option is only provided when this Document Details
screen is triggered from Delivery/Pickup
Dispatch.
Return to the Delivery/Pickup Consoles
This option is only provided when this Delivery/Pickup Document
Details screen is triggered from either the Delivery Console or the Pickup
Console.
Click the OK button to return to the appropriate
console.
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