Reports Menu -> Automatic Reporting -> Function RSRF15 -> emails Delivery / Pickup Dispatch
This utility can be accessed from the Delivery &
Pickups option in the menu tree.
It can be used to view the dispatch schedule for each product
requiring delivery or pickup, sorted by document type, customer,
driver, or address, with the ticket status.
This dispatch screen uses Tabs to group the tickets by action
required.
For complete details on the delivery/pickup feature refer to
Delivery and Pickup Ticket Overview.
The Delivery / Pickup Dispatch Report can be setup to be run automatically with the spreadsheet output results emailed to staff, by setting up RSRF15 with the relevant filters and email addresses in the Automatic Reporting.
The prompts are:
Once the screen output is displayed, the records can be
temporarily resorted by any column in ascending or descending
order, by clicking in the column heading.
Columns can also be dragged and dropped to reposition them as
required.
This type value becomes the default for the next time this utility is run.
Uncheck this box to only include open contracts on the report, with items for which the delivery or pickup has not been completed.
Check this box to include open contracts, and returned closed
contracts, including any closed tickets on contracts that are still
open.
Closed ticket details on an open contract, display a status of
'P-COM' representing Pickup Completed, 'D-COM' for
Delivery Completed, and 'P-CEX' for Pickup on Exchange
Completed.
Note: If both a From Date Completed and a From Date Regardless Of Status are entered, the most recent date takes precedence for a ticket with a 'P-COM' or a 'D-COM' status.
Resulting Dispatch Transactions:
The Location, Division and Captured Date/Time display
at the top of the screen.
When the dispatch reporting screen is being viewed for a length of
time, this capture date/time identifies how current the information
is, and clicking the REFRESH button at the bottom
updates the dispatch information.
When WinRoute is activated in the Logistics configuration, an EXPORT
button is provided to initiate a data export, and the date and time
of the last WinRoute export are displayed.
A status message is displayed when the export is completed,
including a list of any errors.
The resulting Delivery/Pickup Dispatch screen uses a Tab format
to group the tickets by action required and displays the number of
transactions on each tab.
The tabs include:
"To Deliver": includes products on contracts
flagged for Delivery on the document header, but with no delivery
ticket, or items with a delivery ticket but with no driver
assigned
Statuses D-DUE and WCALL
"Delivering": includes items on delivery tickets
with a driver assigned
Status D-DUE and D-TCKT
"To Pick Up": includes items with pickup tickets,
but not assigned to a driver yet
Statuses P-DUE, P-DEX, P-TEX, P-TCKT
"Picking Up": includes items with a pickup ticket
assigned to a driver
Statuses P-DUE and P-DEX
"Overdue": lists open contracts flagged for Pickup
on the document header and that are due to come back, but have no
pickup ticket yet
Statuses P-DUE and P-REQ
"Other": includes anything flagged for Delivery or
Pickup on the document header but is not in the first 6 tabs, such
as the closed deliveries and pickups when they are included by
selection filters
Statuses RP-REQ, WP-REQ, D-COM, P-COM, P-CEX
"All": shows all items on documents flagged for Delivery or Pickup on the document header, listed on the one screen
Descartes tabs:
"WinRoute Pickup": is only enabled when WinRoute is activated in the Logistics configuration, and lists all pickups that will be submitted to WinRoute, including old ones not yet completed.
"On Demand Delivery": is only enabled when On Demand is activated in the Logistics configuration, includes deliveries to be submitted or that have been submitted to On Demand via integration export, that are not yet completed.
"On Demand Pickup": is only enabled when On Demand is activated in the Logistics configuration, includes pickups to be submitted or that have been submitted to On Demand via integration, that are not yet completed.
API tabs - for Descartes, Texada Web, etc
"Complete": lists all stops from API's such as WinRoute, On Demand, Texada Web, that were completed successfully by the driver and now need to be manually closed.
"Exceptions": include any tickets or stops that
were cancelled or partially delivered, or tickets completed with
errors, as reported via the API from WinRoute, On
Demand or Texada Web.
Tickets are moved to the Error tab based on API driver feedback
only.
e.g. A part# 123 was on the ticket but driver took part# 124, or
partial quantities delivered, etc.
The window on the document to Document Details provides an EXP/CON button to show qty completed and cancelled with Cancellation Reason Code.
Note: On Demand feedback that cannot be mapped to existing
documents will also show in the Errors tab, and can be
marked as 'closed' only.
These records will show whenever Contracts or All is
selected on the starting screen document filter types.
The document records in each Tab can be resorted by any column
in ascending or descending order, by clicking in the column
heading.
Columns can also be dragged and dropped to reposition them as
required.
An asterisk (*) is displayed beside any overdue Delivery transactions to make them more visible.
Note: Only one product is listed on the primary dispatch screen per document delivery or pickup request, but double clicking on a record will display complete document and product information.
The information includes:
Double click on any record to access the Document Details, or highlight a document record and click on the SELECT button at the bottom of the screen to access the Document Details.
Note: This is a line count, not the total quantity.
'WCALL' - No Delivery as Customer will be picking up according to Will Call Delivery feature activated in the Divisional Delivery/Pickup Parameters
'P-REQ' - Pickup Required on contract flagged for Pickup but no Ticket generated yet
'P-TEX' - Exchange requests on a Pickup Ticket
* Tickets with these completed statuses are only listed if the option to Include Completed Contracts was selected.
Reservation Status Codes:
Note: Delivery and Pickup Tickets can not be created directly
for a Reservation, so the Reservation must first be to a
Contract.
Clicking on the CREATE button for a Reservation
provides the option to convert it to a Contract.
Worksheet Status Codes:
- the following Descartes status codes apply to stops submitted via On Demand or WinRoute, based on status updates from the driver handheld devices:
- the following External Transport status codes apply:
Note: The status codes prefaced with L- are generated from feedback from logistics system such as either Descartes, Texada Web, or some other API.
All products being moved on the ticket can be viewed with
product number, description, and quantity, by double clicking on
the record or by highlighting a document record and clicking on the
SELECT button at the bottom of the screen, to access
the Document Details.
The ability to drill down to complete document information is then
provided by clicking the DOCUMENT button.
Complete customer information can be viewed by double clicking
on the record or by highlighting a document record and clicking on
the SELECT button at the bottom of the screen, to
access the Document Details, and then
clicking on the CUSTOMER button to view the Customer Information.
This is view only.
Note: On the Dispatch Report this document type is followed by the sequence number assigned to the product detail line on that document.
ACTIONS:
Additional actions provided by buttons on
the Delivery/Pickup Dispatch screen are based on the
delivery or pickup status of the document or ticket including:
Reservations:
Tickets cannot be created for a Reservation, until it is converted
to a Contract but by highlighting a Reservation record with a
status of 'RD-REQ' or 'RP-REQ' and clicking the
CREATE button, the option to convert the reservation
is provided using the Convert Reservation to a
Contract utility.
A ticket can then be created for the new contract.
Worksheets:
Tickets cannot be created for Worksheets, 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.
Highlight a Contract, or Reservation record and click the
PRINT button to print a copy of one of the
following:
Close a Ticket:
Highlight a document record and click the CLOSE
button to close an open 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:
Highlight a document record and click the CANCEL
button to cancel an open 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.
Refresh the Dispatch Screen Display:
The Captured Date/Time displayed at the top of the screen
indicates the last time the information in this Delivery/Pickup
Dispatch paging screen was refreshed.
Click the REFRESH button to regenerate the
information updating the dispatch screen to reflect the current
document statuses.
Note: When the Dispatch screen is refreshed, the information is re-displayed in the original sort sequence selected.
Print Dispatch Details
Click the REPORT button to print the Dispatch records
for the current capture as displayed on the screen.
Select one of the following output options:
Note: Because of the column format, the spreadsheet output is able to include additional information.
View Document Details:
Double click to select a record, or highlight a document record and
click the SELECT button to view the document
information including the Billing, Shipping, Delivery/Pickup status
and time, driver, route information, and the related product
details, as outlined in Document
Details.
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