Scroll Ref Nbrs (Reference Numbers)

In all base applications select Tools > Scroll Ref Nbrs to look up orders or invoices according to reference number. Use the Quick Find tab to set restrictions according to reference number types, location, or ID.

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Restriction Field Description

Reference Location

Select/clear check boxes to limit your search to reference numbers associated with particular records:

  • All
    Do not limit the list based on type.

  • Order
    Search reference numbers recorded in order/invoice headers.

  • Stops
    Search reference numbers recorded for stops.

  • Commodity
    Search reference numbers recorded for commodities.

  • Settlement Header
    Search reference numbers recorded in a settlement header.

  • Settlement Detail
    Search reference numbers recorded on pay details.

  • Misc. Invoice
    Search reference numbers recorded for miscellaneous invoices.

  • Trip Segment
    Search reference numbers recorded on trip segments.

Ref Type

Use the drop-down list to specify a single kind of reference number to be searched. Your company establishes the options in the Reference Numbers label, via the System Administration application. If you do not want to limit the reference numbers retrieved to a particular kind, you can leave this setting as Any Ref Type.

Reference#

Enter a complete reference number or a partial number with a wildcard.

Notes:

  1. Click 08l-scrrefnums/image2 Help to see wildcard character options. Use them when you know only one or more characters in the reference number.

  2. Leaving the Reference# field blank does not give the system enough information to search. You will get a message stating, "No values found that match the criteria entered."

Bill To

If desired, enter the ID of the Bill To company associated with the order(s).

Show orders not invoiced also

To include orders not yet invoiced in the retrieval, select this check box.

Note: The check box is cleared by default. You can use the [Misc]ScrollRefIncludeInvoice setting in your TTS50 file to have it selected by default.

When you have set all restrictions, click Retrieve to display the records that match those restrictions. For information about the data retrieved, see Viewing data in the Scroll Reference Number window.

  1. When you click Retrieve, the system searches the entire database. If you do not set many restrictions, it must check every reference number field of every record. When you set more restrictions, the system checks the specified fields and eliminates records that do not meet the criteria. The more restrictions you set, the faster the system will be able to retrieve the reference numbers.

  2. If you choose to include orders that have not been invoiced, those orders are highlighted in gray in the retrieval list.

Viewing data in the Scroll Reference Number window

Not all the information in the scroll window can be displayed at one time. Depending on the restrictions you choose, you may not have a value in every column. Use the scroll bar at the right of the window to bring more records into view. Use the scroll bar at the bottom of the window to view additional columns of data. The columns are described below:

Column Description

Ref Number

The reference number

Ref Type

The type of reference number

Loc

Where the reference number appears (the order header, the stop, the commodity) or (in the Invoicing application) miscellaneous invoices.

Order

The number of the order with which the reference number is associated.

Invoice #

The invoice number, if the order has been invoiced

Bill To

The ID of the company being billed for the order

Stop Company

If the value in the Loc field is Stop or Commodity, this field displays the company ID of that stop.

If the reference number is on the order header, ANY is displayed in this field.

Commodity

If the value in the Loc field is Commodity or Stop, this field displays the commodity description of the freight detail.

If the reference number is on the order header, ANY is displayed in this field.

Shipper

The ID of the company that shipped the order

Shipper Name

The name of the company that shipped the order

Consignee

The ID of the company receiving the order

Consignee Name

The name of the company receiving the order

Order By

The ID of the company that placed the order

Bill To Name

The name of the company that will be billed for the order

Shipped

The date/time of the first pickup on the order

Delivered

The date/time of the last drop on the order

Invoice Status

The status of the invoice for the order, if applicable

RevType1-4

The name and options for these revenue classification fields are user-defined in the RevType1-4 labels accessed in the System Administration application.

Move #

The system-assigned movement number associated with the order.

Total Charge

The sum of the line haul charge and the accessorial charge for the order if the order has been pre-rated or invoiced.

Shippercity

The city/state location of the company that shipped the order

Consigneecity

The city/state location of the company that received the order

Stop City

The city/state location of the company at which the referenced stop took place; if no reference number has been recorded for the stop, ANY is displayed in this field.