Looking up orders > Field descriptions for restriction tabs
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Field descriptions for restriction tabs
Four tabs are shown on both the Quick Search and Scroll Orders windows: Company, Asset, Reference, and Regions. The Quick Search window has an extra tab: Quick Search. Restriction fields on each tab are provided here.
On the Quick Find window, use this tab to set restrictions based on trip identification number, Bill To, Parent, pickup and drop locations, ship date, and/or delivery date.
Order Number
Order identification code.
Note: Typically this is a numeric value assigned to the order when it is created. However, in some cases, users will override the system-assigned number with a user-defined alphanumeric code. This is common for master orders because it makes the orders easier to look up.
Move Number
ID for the movement to which the order belongs.
Notes:
1. A movement is the record of all of the activities performed by the resources (driver, tractor, trailer, carrier) assigned to execute a trip. The Dispatch application is used to record the details regarding all of the billable and non-billable stops and events that occur during a movement. A unique, system-assigned ID number is associated automatically with a movement at the time it is first saved. This number can be considered the “blanket ID” for all activities that occur during a trip.
2. If an order was cross docked onto multiple moves, you only need to enter the ID for one of those moves.
Trip Number
ID for the trip segment to which the order belongs.
Notes:
1. A trip segment is the portion of a movement that is executed by the same set of resources. Each time a new set of resources is assigned to a movement, a new segment is created. A system-assigned ID is associated automatically with each trip segment. When a resource's settlement for a trip is prepared, he will be paid for the activities that he performed during his segment of the trip. In TMWSuite, a movement that consists of multiple trip segments is called a split trip.
2. If an order is on a split trip, you only need to enter the ID for one of the trip segments with which it is associated.
Parent
The Parent field is displayed only for a parent company, or for a Bill To that is a child of a parent. The system automatically populates it with the parent's ID. This restriction cannot be cleared.
Two check boxes are shown below the Parent field. They apply for companies flagged as Bill To's. The With Children check box is enabled when the Search Parent check box is selected.
• Setting restrictions for a parent that is not a Bill To:
The Search Parent check box is selected by default; there is no way to clear it. The system will search for any orders for which the parent is an Order By company.
• Setting restrictions for a Bill To company:
By default, the Search Parent check box is cleared. This means that the system will look only for orders for which the Bill To is the Order By company or the Bill To.
If you want to include orders associated with the parent, use one or both of these check boxes:
• Search Parent
Select this box to retrieve orders for which the parent is an Order By or Bill To company.
• With Children
This check box is enabled only if you selected the Search Parent check box. Select the With Children check box to retrieve orders for any of the parent's child companies that are the Order By or Bill To company on an order.
Shipper
Three fields: Company ID, name, and city/state of the initial pickup location. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.
Consignee
Three fields: Company ID, name, and city/state of the final drop location. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.
Bill To
Three fields: Company ID, name, and city/state of the Bill To company. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.
Note: For a Bill To company, the system automatically populates these fields with the Bill To's information. These restrictions cannot be removed.
Start From / To
Delivery From / To
Ship date range.
Delivery date range.
Note: By default, the system uses the date that is 30 days prior to the current system date as the beginning of the Start From and Delivery From date ranges. In the [Misc] section, use the OrderScrollDaysBack= setting to specify the number of days you want the From dates set back, such as 60 or 90. You can also have the system use the TMWSuite genesis date, 01/01/50, by entering BeginningOfTime after the equal sign: OrderScrollDaysBack=BeginningOfTime.
Note: The Quick Search tab does not exist on the Scroll Orders window.
 
The restriction fields on the remaining tabs on the Quick Trip window are identical those on the Scroll Orders window. For details on those tabs, see Scroll orders.