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Truck Reconciliation
| TrackAbout Feature | |
|---|---|
| Feature Name: | Truck Reconciliation |
| In Module: | Truck Load Unload and Reconciliation |
| Short 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. |
| Available In: | |
| ← Back to list | |
Go to: 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.
NOTE: Take note of the difference between a “Load Truck” and a “Truck Load”. These can be confusing if not used correctly.
- Load Truck is an action which was done on a handheld.
- 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
Go to Regular Maintenance -> Create Truck Load
You can search for Trucks with unresolved loads by location and by time frame. Click Search.
Select the Truck with the load you want to resolve.
- The run's first Truck Load action is manually selected.
- 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
- 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.
- The Truck Load may then be resolved as is, or corrections may be made prior to resolving.
- 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
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