Truck Reconciliation - Revision history

Sdigon: /* Creating the Truck Load */

2021-11-03T14:33:08Z

Creating the Truck Load

Jgullickson: /* Reconciling the Truck Load */

2020-12-17T18:40:05Z

Reconciling the Truck Load

Jgullickson: /* POD Users */

2020-07-16T16:59:23Z

POD Users

Jgullickson at 15:57, 21 May 2020

2020-05-21T15:57:38Z

Jwolowicz at 20:41, 4 December 2019

2019-12-04T20:41:41Z

Jwolowicz at 20:33, 4 December 2019

2019-12-04T20:33:21Z

Eschurdak at 21:28, 17 January 2019

2019-01-17T21:28:15Z

Jwolowicz at 15:10, 19 October 2018

2018-10-19T15:10:49Z

Tdames at 13:54, 10 October 2018

2018-10-10T13:54:44Z

Jwolbert at 14:46, 21 June 2016

2016-06-21T14:46:00Z

@@ Line 19: / Line 19: @@
 ===Creating the Truck Load===
-Go to Regular Maintenance -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]
+Go to Truck Load/Unload -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]
 [[File:Truck Reconciliation1.png|200px]]
@@ Line 41: / Line 41: @@
 *TrackAbout automatically selects all Load/Unload Truck actions and all Deliver/Return actions which are between the first Load Truck and the final Unload Truck. All of these actions are grouped together to form the truck's run - the Truck Load.
 === Review the Truck Load ===

@@ Line 153: / Line 153: @@
 | Shouldn't happen for customers   using Proof of Delivery and Use State Validation.  User should see an alert on the device to   indicate the asset is empty
 |}
 ==Reconciling with POD - Proof of Delivery ==

@@ Line 154: / Line 154: @@
 |}
-==POD Users==
+==Reconciling with POD - Proof of Delivery ==
 If you are using the POD module, your screens during the reconciliation process will look different:
@@ Line 161: / Line 161: @@
 * After selecting the last Unload Truck record, you will be able to choose a Delivery Route
 ** Choosing a Delivery Route will show all the orders associated with the route, whether or not they were delivered in the verification portion of the Truck Load Reconciliation page
-** Not choosing a Delivery Route will only show the deliveries actually made from that truck in the verification portion of the Truck Load Reconciliation page
+** Not choosing a Delivery Route will only show the deliveries actually made from that truck in the verification portion of the Truck Load Reconciliation page.

@@ Line 3: / Line 3: @@
 |Feature Description=This feature is used to compare assets which were loaded on the truck and unloaded from the truck against assets which were delivered and returned during the truck's run.
 }}
-Go to: [[Truck Load Unload and Reconciliation|Truck Load Unload and Reconciliation]] main page
+[[Truck Load Unload and Reconciliation|Truck Load Unload and Reconciliation]] main page
 This feature is used to compare assets which were loaded on the truck and unloaded from the truck against assets which were delivered and returned during the truck's run.
@@ Line 11: / Line 12: @@
 * '''Truck Load''' is a set of Load Truck actions, Delivery actions, and Unload Truck actions which are grouped together to represent the entire run which was made with the truck. A Truck Load is generally a run completed in one day, although it is possible for a Truck Load to span multiple days.
-'''NOTE:'''  All collisions associated with that truck MUST be resolved prior to reconciling a truck, or the load will not be allowed to be created
+==Getting Started for the Reconciliation==
 Go to Regular Maintenance -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]
@@ Line 37: / Line 43: @@
 *TrackAbout automatically selects all Load/Unload Truck actions and all Deliver/Return actions which are between the first Load Truck and the final Unload Truck. All of these actions are grouped together to form the truck's run - the Truck Load.
-* Next, TrackAbout displays the Truck Reconciliation page.  Here users can review assets with problems, such as assets which were loaded onto the truck, but neither delivered nor unloaded.
+=== Review the Truck Load ===
 [[File:Resolved Truck Load.png|400px]]
-*The Truck Load may then be resolved as is, or corrections may be made prior to resolving.
+The Truck Load may then be resolved as is, or corrections may be made prior to resolving.<br>
-*Once the Truck Load has been resolved, the user will see a final page from which they have three options:
+Once the Truck Load has been resolved, the user will see a final page from which they have three options:
 # '''Unresolve This Load''' - This will take you back into the Truck Load if you need to review again any problems with the Load.
 # '''Ungroup & Restart Truck Load''' - This will undo the reconciliation and take you back to the beginning to create a new Truck Load.
 # '''Remove Asset from Truck''' - This allows you to remove any remaining assets from the Truck Inventory.
 ==POD Users==

@@ Line 15: / Line 15: @@
 Go to Regular Maintenance -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]
+[[File:Truck Reconciliation1.png|200px]]
 You can search for Trucks with unresolved loads by location and by time frame. Click Search.
-[[File:Search Truck Load.png|400px]]
+[[File:Create Truck Load1.png|400px]]
@@ Line 28: / Line 28: @@
 *The run's first [[Load truck|Truck Load]] action is manually selected.
-[[File:LoadTruckRecord.jpg|350px]]
+[[File:Unresolved Truck Load1.png|400px]]
 *If there are more than one Unload Truck records for that truck the Unload Truck action is manually selected. If there is only one Unload Truck action for the day, the system will choose it automatically.  [[Unload Truck|Unload Truck]]
-[[File:UnloadTruck.jpg|350px]]
+[[File:Unresolved Unload Truck1.png|400px]]
@@ Line 39: / Line 39: @@
 * Next, TrackAbout displays the Truck Reconciliation page.  Here users can review assets with problems, such as assets which were loaded onto the truck, but neither delivered nor unloaded.
-[[File:ReconciliationPage.jpg|350px]]
+[[File:Resolved Truck Load.png|400px]]

← Older revision		Revision as of 20:33, 4 December 2019
Line 15:		Line 15:
	Go to Regular Maintenance -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]		Go to Regular Maintenance -> [https://www.trackabout.com/clt/truck/truckLoads.aspx Create Truck Load]

−	~~[[File:Create Truck Load.png\|400px]]~~	+

← Older revision		Revision as of 21:28, 17 January 2019
Line 49:		Line 49:
	# '''Ungroup & Restart Truck Load''' - This will undo the reconciliation and take you back to the beginning to create a new Truck Load.		# '''Ungroup & Restart Truck Load''' - This will undo the reconciliation and take you back to the beginning to create a new Truck Load.
	# '''Remove Asset from Truck''' - This allows you to remove any remaining assets from the Truck Inventory.		# '''Remove Asset from Truck''' - This allows you to remove any remaining assets from the Truck Inventory.
		+
		+	==POD Users==
		+
		+	If you are using the POD module, your screens during the reconciliation process will look different:
		+
		+	* On the Truck Reconciliation page, you will see orders and deliveries related to the truck load so you can verify them as part of your Truck Load Reconciliation process
		+	* After selecting the last Unload Truck record, you will be able to choose a Delivery Route
		+	** Choosing a Delivery Route will show all the orders associated with the route, whether or not they were delivered in the verification portion of the Truck Load Reconciliation page
		+	** Not choosing a Delivery Route will only show the deliveries actually made from that truck in the verification portion of the Truck Load Reconciliation page

← Older revision		Revision as of 14:46, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Truck Load Unload and Reconciliation
		+	\|Feature Description=This feature is used to compare assets which were loaded on the truck and unloaded from the truck against assets which were delivered and returned during the truck's run.
		+	}}
	Go to: [[Truck Load Unload and Reconciliation\|Truck Load Unload and Reconciliation]] main page		Go to: [[Truck Load Unload and Reconciliation\|Truck Load Unload and Reconciliation]] main page