Topic directory for Fuel Dispatch

Introductory information

Overview of the application	Introduction to Fuel Dispatch Introduction to order entry Where loads are assigned
Getting acquainted	Navigation and data entry Understanding basic window features Navigating within the application Basic data entry Choosing a window layout Using data grids Logging in and out Locating version, database, and configuration information
Keyboard shortcuts used throughout the application	Accessing the Scroll windows Entering dates and times Using the keyboard keys to enter dates and times Using the numeric keypad to enter dates and times Accessing the mileage windows Using common Windows shortcuts

Overview of the application

Introduction to Fuel Dispatch
Introduction to order entry
Where loads are assigned

Getting acquainted

Navigation and data entry

Understanding basic window features

Navigating within the application

Basic data entry

Choosing a window layout

Using data grids

Logging in and out

Locating version, database, and configuration information

Keyboard shortcuts used throughout the application

Accessing the Scroll windows

Entering dates and times

Using the keyboard keys to enter dates and times

Using the numeric keypad to enter dates and times

Accessing the mileage windows

Using common Windows shortcuts

Preliminary setup

Commodity setup	Setting up commodity classes and commodities
Company profiles	Entering company data
Relationships	Establishing company or PIN code relationships Setting the company relationship enforcement level Managing company relationships Managing PIN code relationships Temporarily overriding relationship enforcement levels
Driver schedules setup for shifts	Introduction to scheduling drivers Creating and maintaining schedule templates Generating and managing driver schedules How driver schedules affect retrieval of drivers

Commodity setup

Setting up commodity classes and commodities

Company profiles

Entering company data

Relationships

Establishing company or PIN code relationships

Setting the company relationship enforcement level

Managing company relationships

Managing PIN code relationships

Temporarily overriding relationship enforcement levels

Driver schedules setup for shifts

Introduction to scheduling drivers

Creating and maintaining schedule templates

Generating and managing driver schedules

How driver schedules affect retrieval of drivers

Call On Demand Order Entry

Overview	Introduction to order entry
Order entry-specific setup	Defining standard retain/runout windows Setting up how the system handles dwell times Specifying how RevTypes are set on new orders
Order entry basics	Starting a new order Making changes to an order Entering reference numbers Recording a load requirement to an order Entering and working with notes Reviewing an order that has a Pending invoice status
Working with orders	Canceling an order Copying orders Changing the status of a canceled order Consolidating orders Tracking changes to orders Determining point-to-point mileage Using Cisco Click to Call
Copying master orders	Copying master orders in the Quick Copy Master Orders window

Overview

Introduction to order entry

Order entry-specific setup

Defining standard retain/runout windows

Setting up how the system handles dwell times

Specifying how RevTypes are set on new orders

Order entry basics

Starting a new order

Making changes to an order

Entering reference numbers

Recording a load requirement to an order

Entering and working with notes

Reviewing an order that has a Pending invoice status

Working with orders

Canceling an order

Copying orders

Changing the status of a canceled order

Consolidating orders

Tracking changes to orders

Determining point-to-point mileage

Using Cisco Click to Call

Copying master orders

Copying master orders in the Quick Copy Master Orders window

Dispatch features

Driver schedules setup for shifts	Introduction to scheduling drivers Creating and maintaining schedule templates Generating and managing driver schedules How driver schedules affect retrieval of drivers
Dispatch views	Working with dispatch views Creating and managing views
Assigning resources and updating trips	Assigning resources to trips Retrieving trips and resources How driver schedules affect retrieval of drivers How board security affects retrieval of trips and drivers Logging hours of service Determining point-to-point mileage Starting or completing a trip Splitting a trip into segments Resolving asset assignment conflict Resolving load requirement conflicts when assigning resources How expirations affect resource assignments Accessing expirations windows from Fuel Dispatch Updating trip details
Card Planner	Assigning trips in the Card Planner Understanding dispatch board layouts
Planning Worksheet	Assigning trips in the Planning Worksheet Understanding dispatch board layouts
Dispatch Dashboard	Dispatch Dashboard overview Reviewing stores in critical need of product
Autoloading	Trailer Autoloading overview

Driver schedules setup for shifts

Introduction to scheduling drivers
Creating and maintaining schedule templates
Generating and managing driver schedules
How driver schedules affect retrieval of drivers

Dispatch views

Working with dispatch views

Creating and managing views

Assigning resources and updating trips

Assigning resources to trips

Retrieving trips and resources

How driver schedules affect retrieval of drivers

How board security affects retrieval of trips and drivers

Logging hours of service

Determining point-to-point mileage

Starting or completing a trip

Splitting a trip into segments

Resolving asset assignment conflict

Resolving load requirement conflicts when assigning resources

How expirations affect resource assignments

Accessing expirations windows from Fuel Dispatch

Updating trip details

Card Planner

Assigning trips in the Card Planner

Understanding dispatch board layouts

Planning Worksheet

Assigning trips in the Planning Worksheet

Understanding dispatch board layouts

Dispatch Dashboard

Dispatch Dashboard overview

Reviewing stores in critical need of product

Autoloading

Trailer Autoloading overview

Oil Field Order Entry

Fuel hauling vs oil field orders	Oil Field Order Entry overview Creating oil field orders
Setup	Activating the Oil Field Order Entry feature Making Oil Barrels the default volume unit of measure Using tank models Defining a lease’s tanks
Creating orders	Recording the basic order information Recording stop information Recording freight details Recording other order information
Crude Oil Workflow	Using PeopleNet Crude Oil Workflow Preliminary TotalMail setup Preliminary company profile setup Calculating barrels using tank height and capacity Reviewing run ticket data on the Oil Field Readings tab
Copying master orders	Copying master orders in the Quick Copy Master Order window

Fuel hauling vs oil field orders

Oil Field Order Entry overview Creating oil field orders

Setup

Activating the Oil Field Order Entry feature

Making Oil Barrels the default volume unit of measure

Using tank models

Defining a lease’s tanks

Creating orders

Recording the basic order information

Recording stop information

Recording freight details

Recording other order information

Crude Oil Workflow

Using PeopleNet Crude Oil Workflow

Preliminary TotalMail setup

Preliminary company profile setup

Calculating barrels using tank height and capacity

Reviewing run ticket data on the Oil Field Readings tab

Copying master orders

Copying master orders in the Quick Copy Master Order window

Inventory Services features

Tank Readings	Entering and editing tank readings
Forecasted orders	Reviewing forecasted orders
Credit Check	Credit hold status feature

Tank Readings

Entering and editing tank readings

Forecasted orders

Reviewing forecasted orders

Credit Check

Credit hold status feature

Looking up records

Profile-related scroll windows	Companies Drivers Tractors Trailers Carriers Commodities Third Party Truck Stops Pay To Branches
Trip-related scroll windows	Orders Empty Moves Reference Numbers Stops
Looking up individual records	Record lookup fields Accessing a profile window from a field

Profile-related scroll windows

Companies
Drivers
Tractors
Trailers
Carriers
Commodities
Third Party
Truck Stops
Pay To
Branches

Trip-related scroll windows

Looking up individual records

Record lookup fields

Accessing a profile window from a field

Setup, security, and configuration

Layout security for windows, grids, menus, and toolbars	Using layouts to add security and control user actions Changing a window layout Changing a data grid layout Copying layouts from one database to another Changing menus and toolbars Assigning window and grid layouts
General system setup	Using record locking Enabling hazardous mileage lookups Checking for commodity compatibility Using Cisco Click to Call
Feature setup	Load requirements What are load requirements/preferences? Setting up the system to use load requirements Recording default load requirements Recording load requirements for an order Expirations What are expirations? Setting up the system to use expirations Working with expirations Working with Notes Accessing the Notes window

Layout security for windows, grids, menus, and toolbars

Using layouts to add security and control user actions
Changing a window layout
Changing a data grid layout Copying layouts from one database to another
Changing menus and toolbars
Assigning window and grid layouts

General system setup

Using record locking

Enabling hazardous mileage lookups

Checking for commodity compatibility

Using Cisco Click to Call

Feature setup

Load requirements

What are load requirements/preferences?

Setting up the system to use load requirements

Recording default load requirements