Delivery / Pickup Dispatch


Counter Menu -> Deliveries & Pickups -> Delivery / Pickup Dispatch

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:

LOCATION, "ALL" OR "SEL"
  • Type ALL to display the dispatch schedule for documents from all locations.
  • To generate the schedule for a single location, leave this field blank for the Head Office Division, or enter a specific location code, or select a location from the drop-down list.
  • Type SEL to select several specific locations or locations by inventory region as outlined in Division Select By Region.

DIVISION, "ALL" OR "SEL"
  • Type ALL to display the dispatch schedule for all divisions.
  • To generate the schedule for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
  • Type SEL to select several specific divisions or divisions by accounting region as outlined in Division Select By Region.

CUT-OFF DATE
Today's date is the default cut-off date for the dispatch report.
This can be over-typed as required to limit the output to an earlier document selection, or to report into the future.

SORT BY
An initial sort preference can be selected for the dispatch records that becomes the default the next time this utility is run. The column sort options include Date, Customer, Truck Driver, Ship Address, or Postal/Zip.
Within the selected Sort By method, the product records are sub-sorted by date and time.

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.


DOCUMENT TYPES
Pickup and delivery information can be generated by Contract, Reservation, Worksheet, or all three report types.
Select the radio button for this report output.

This type value becomes the default for the next time this utility is run.


INCLUDE COMPLETED CONTRACTS
There are two levels considered with Include Closed Contracts, the contract level and the line level.
i.e. The entire contract can be closed (all lines closed) or only certain product details.

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.

FROM DATE COMPLETED
This date only applies when including completed contracts in the report.
The beginning of the previous month is the default date for completed tickets. This can be over-typed as required.

FROM DATE REGARDLESS OF STATUS
This is the starting date that applies to all statuses.
Any records before this date are not displayed.

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.


Finished?
Click ACCEPT or the ALT-A key combination to generate the dispatch output.
Click CANCEL or the ALT-C key combination to exit the selection screen without generating the report.

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:

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:

DOCUMENT
The document number is displayed.

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.


QTY
The quantity value indicates the number of product lines on the document or ticket, as only the last product is listed on the main dispatch record. The operator can click on the record to drill down to view the other item on the order.

Note: This is a line count, not the total quantity.


STATUS
Deliver or pickup ticket status, coded as follows:
  • Contract Status Codes:
    • 'D-REQ' - Delivery Required as contract flagged for Delivery but no Ticket generated yet
    • 'D-TCKT' - Delivery Ticket created for the contract
    • 'D-COM'- Delivery Completed on contract *
    • 'D-DUE' - Delivery Overdue as contract is flagged for Delivery but the contract may or may not have a Ticket
    • '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-TCKT' - Pickup Ticket created on contract
    • 'P-COM' - Pickup Completed on contract *
    • 'P-DUE' - Pickup Overdue as contract flagged for Pickup but contract may or may not have a Ticket, or may even just have sales or off-rent items that would not actually be picked up but contract is still open & over-due
    • 'P-TEX' - Exchange requests on a Pickup Ticket

    • 'P-CEX' - Completed Pickup Ticket Exchanges *
    • 'P-DEX' - Overdue Pickup Ticket Exchanges

      * Tickets with these completed statuses are only listed if the option to Include Completed Contracts was selected.

  • Reservation Status Codes:

    • 'RD-REQ' - Delivery Required on reservation flagged for Delivery
    • 'RP-REQ' - Pickup Required on reservation flagged for Pickup
    • 'WCALL' - No Delivery as Customer will be picking up according to Will Call Delivery feature activated in the Divisional Delivery/Pickup Parameters

      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:

    • 'WD-REQ' - Delivery Required on a worksheet flagged for Delivery
    • 'WP-REQ' - Pickup Required on a worksheet flagged for Pickup

TKT#
The Delivery or Pickup Ticket number for the product on this document displays if it has been created.

SCHED.
This column displays the WinRoute and/or On Demand scheduling status of each document when activated in the Logistics configuration, including:
  • 'W-NEW' - new stop not submitted to WinRoute
  • 'W-SUB' - stop submitted to WinRoute
  • 'W-PLN' - stop has been planned by WinRoute for the next day (not implemented yet)
  • 'W-CAN' - stop was submitted to WinRoute, but is cancelled as it has been closed manually
  • 'O-NEW' - On Demand new stop
  • 'O-SUB' - On Demand submitted to On Demand website
  • 'O-CAN' - On Demand stop was cancelled manually

- the following Descartes status codes apply to stops submitted via On Demand or WinRoute, based on status updates from the driver handheld devices:

  • 'L-DRV' - Driver has been assigned to this stop (may not be implemented)
  • 'L-LD' - Driver has indicated that the truck has been loaded
  • 'L-ERR' - Error - there was an exception as the driver could not complete the stop
  • 'L-CLS' - Driver has marked completed, and it has been auto-closed
  • 'L-COM' - Driver has marked it completed, but it must be manually closed
  • 'O-EXC' - a product exchange is in progress

- the following External Transport status codes apply:

  • 'L-YRD' - in the Completed tab indicates that the external transport is fully returned
  • 'L-YPR' - in the Exceptions tab indicates that the external transport has a partial quantity returned

Note: The status codes prefaced with L- are generated from feedback from logistics system such as either Descartes, Texada Web, or some other API.


DRV
The driver assigned to the Pickup or Delivery Ticket displays.

DATE/TIME
For Delivery and Pickups that are due but do not have associated tickets, this is the date/time out or date/time due back from the product detail line on the document.
Once the Delivery or Pickup Ticket has been created, this becomes the scheduled ticket date and time, and once the ticket is closed this reflects the closed date and time.
It prints on the Delivery/Pickup Dispatch report and on the spreadsheet output (Column E & M).

PRODUCT#
The product number with the highest cost that is being moved on the Delivery or Pickup Ticket displays.

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.


PRODUCT DESC
The standard product or group description displays.
This may not be the description from the document detail if the description has been over-typed.

CUSTOMER
The customer number from the document is listed.

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.


SHIP NAME
The site or ship to name displays.
The complete shipping address can be viewed for the document by double clicking on the record or by highlighting a document record and clicking on the SELECT button at the bottom of the screen.

SHIP POSTAL/ZIP
The postal or zip code for the site displays.

SHIP PHONE
The phone number for the site displays.

SHIP CITY
The city for the site displays.

TYPE
Document type code C, R, W represents the corresponding source document Contract, Reservation, or Worksheet.

Note: On the Dispatch Report this document type is followed by the sequence number assigned to the product detail line on that document.


BILL NAME
The customer name from the document displays.
The complete billing address can be viewed for the document by double clicking on the record or by highlighting a document record and clicking on the SELECT button at the bottom of the screen.

LOC
The store location defined on the document header displays.

DIV
The division defined on the document header displays.

P/U SLIP#
The optional Pickup Slip number displays as manually entered.

EXCH PROD #
If the Pickup/Delivery has been requested to exchange a product at the site, the product number is displayed.

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:


Topic Keyword: RSFR15
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