Delivery/Pickup/Document Details

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.

Driver

The driver, route and comment only apply to Delivery or Pickup Tickets and a CHANGE DRIVER INFO button is provided to access the Driver Information pop-up window on Contract and Reservation tickets.
The CHANGE DRIVER INFO button is not available on Worksheet ticket details, nor when the ticket details are generated from the Delivery Console or Pickup Console.

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:

1. Click the LESS>> button on the right of the screen above the product detail table to display the Billing and the Shipping address and phone information from the source document on the left, and a shortened version of the product details in a paging format on the right.
2. Click the <<MORE button on the right of the screen above the product detail table to suppress the Billing and the Shipping address information, and to expand the product detail information displayed.
   The Bill To name and address displays above the product detail and the Ship To name and address displays below.

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:

• Use a URL to View Directions to Site:
  This button is only enabled if the URL direction and map information has been entered in the Mapping Tools fields of the Address Tools.

  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:

  • Contracts with a status of 'D-COM' or 'P-COM' will provide the option to print the corresponding completed ticket as outlined in Print Delivery Ticket and Print Pickup Ticket.
  • Contracts with a status of 'D-TCKT' or 'P-TCKT' will provide the option to print the corresponding ticket as outlined in Print Delivery Ticket and Print Pickup Ticket.
  • Contracts with a status of 'D-DUE' or 'P-DUE' that have a Del/Pick# will provide the option to print the corresponding ticket as outlined in Print Delivery Ticket and Print Pickup Ticket.
  • Contracts with a status of 'D-DUE' or 'P-DUE' will print the source Contract if there is no Del/Pick# assigned.
  • Reservations with a status of 'RD-REQ' or 'RP-REQ' will print the source Reservation.
    
  Note: Worksheets cannot be printed from the Delivery/Pickup Dispatch utility.

• 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.

  • Contracts with a status of 'D-TCKT' or 'P-TCKT' will provide the option to close the corresponding ticket as outlined in Close Delivery Ticket and Close Pickup Ticket.
  • Contracts with a status of 'D-DUE' or 'P-DUE' that have a Del/Pick# will provide the option to close the corresponding ticket as outlined in Close Delivery Ticket and Close Pickup Ticket.
  • The Delivery or Pickup flag can be removed on Contracts with a status of 'D-DUE' or 'P-DUE' that do not have a Del/Pick# assigned. Confirmation is required.
  • The Delivery or Pickup flag can be removed on Reservations with a status of 'RD-REQ' or 'RP-REQ'. Confirmation is required.
  • The Delivery or Pickup flag can be removed on Worksheets with a status of 'WD-REQ' or 'WP-REQ'. Confirmation is required.

  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.
  

  • Contracts with a status of 'D-TCKT' or 'P-TCKT' will provide the option to cancel the corresponding ticket as outlined in Cancel Delivery Ticket or in Cancel Pickup Ticket.
  • Contracts with a status of 'D-DUE' or 'P-DUE' that have a Del/Pick# will provide the option to cancel the corresponding ticket as outlined in Cancel Delivery Ticket or in Cancel Pickup Ticket.
  • The Delivery or Pickup flag can be removed on Contracts with a status of 'D-DUE' or 'P-DUE' that do not have a Del/Pick# assigned. Confirmation is required.
  • The Delivery or Pickup flag can be removed on Reservations with a status of 'RD-REQ' or 'RP-REQ'. Confirmation is required.
  • The Delivery or Pickup flag can be removed on Worksheets with a status of 'WD-REQ' or 'WP-REQ'. Confirmation is required.

  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.