Orders

Access method:

  • Go to Tools > Scrolls > Order Scroll.

  • Press CTRL+E.

The system retrieves orders that match all restrictions entered on all tabs, not just those restrictions set on the tab currently in front.

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Order scroll - Company tab

Use this sub tab to set restrictions based on companies recorded on orders, pickup or drop locations, ship date, delivery date, and/or order or invoice status.

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Shipper

Two fields: Company ID and name of initial pickup location. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.

Consignee

Two fields: Company ID and name of final drop location. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.

Bill To

Two fields: Company ID and name of Bill To company. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.

Order By

Two fields: Company ID and name of company that placed the orders. If you make an entry in one field and press TAB, the corresponding field is automatically populated for you.

Order Status

Current order status (Available, Canceled, Completed, etc.)

Invoice Status

Current invoice status (Pending, Prepared, etc.)

Shipper City

Two fields: City and state or province and ZIP or postal code location of initial pickup. This field is automatically populated with the city of the company identified in the related field.

Consignee City

Two fields: City and state or province and ZIP or postal code location of final drop. This field is automatically populated with the city of the company identified in the related field.

Order Source

System in which the order was created. Applicable if your company imports orders.

Start From / To

Delivery From / To

Ship date range

Delivery date range

When you modify the dates on the Company tab, the system also changes the dates on the Assets and Schedule tabs.

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. However, you can change this in your TTS50. Use the [Misc]OrderScrollDaysBack setting to specify the number of days you want the From dates set back, such as 60 or 90. You can also use the genesis date, 01/01/50, by using this setting: OrderScrollDaysBack=BeginningOfTime.

Check All Stops

By default, searching for a shipper or consignee returns only the first and last stops for orders found.

Select this checkbox if you want to include all stops for orders with a particular shipper or consignee.

The checkbox displays only if [FuelDispatch]AllowOrderScrollCheckAllStops=Y in your TTS50.

Link From Dates

Your selection applies to all sub tabs that contain date range fields.

  • Selected (default)
    The initial date you enter for one date range is copied as the initial date for the other date range automatically.

  • Cleared
    The initial date you enter for one date range is not copied automatically as the initial date for the other date range.

Order scroll - Assets tab

Use this sub tab to restrict based on start and delivery dates, as well as resources assigned to orders.

Search for an exact match or use one of the other filters.

Exact (default)

Matches exactly the value entered

Like

Returns matches similar to the entered value. The driver name is not searchable.

Starts with

Returns matches that start with the entered value. The driver name is not searchable.

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Driver 1

ID and name of the primary driver

Driver 2

For team trips, the ID and name of the co-driver

Tractor

ID of the tractor

Carrier

ID of the contracted carrier

Trailer 1

ID of the primary trailer

Trailer 2

ID of the pup trailer

Start From / To

Delivery From / To

Start date range

Delivery date rang

When you modify the dates on the Assets tab, the system also changes the dates on the Company and Schedule tabs.

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. However, you can change this in your TTS50. Use the [Misc]OrderScrollDaysBack setting to specify the number of days you want the From dates set back, such as 60 or 90. You can also use the genesis date, 01/01/50, by using this setting: OrderScrollDaysBack=BeginningOfTime.

ACS Drv

ACS Trc

ACS Trl

A non-board party carrier can be assigned to an order in the Advanced Carrier Selection window. Although the assets for non-board carriers do not have Trimble profiles, a driver name or ID, a tractor ID, and/or a trailer ID can be entered manually in the Carrier Information section of the Advanced Carrier Selection window. You can use these entries as a filter when retrieving orders.

Note: The ACS Drv, ACS Trc, and ACS Trl fields are available when you are licensed for Enhanced Brokerage.

Link From Dates

Your selection applies to all sub tabs that contain date range fields.

  • Selected (default)
    The initial date you enter for one date range is copied as the initial date for the other date range automatically.

  • Cleared
    The initial date you enter for one date range is not copied automatically as the initial date for the other date range.

Order scroll - Reference tab

Use this sub tab to restrict based on order header, stop or freight reference numbers, as well as user-defined revenue classifications recorded on orders.

Search for an exact match or use one of the other filters.

Exact (default)

Matches exactly the value entered

Like

Returns matches similar to the entered value. The driver name is not searchable.

Starts with

Returns matches that start with the entered value. The driver name is not searchable.

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Reference Numbers

Three fields apply to order header, stop, and freight (commodity) reference numbers.

  • Reference Type
    Select the kind of reference number (PO#, BL#, etc.)

    Note: Reference number types are set up in the ReferenceNumber label in System Administration.

  • Reference Number
    Enter a complete reference number or a partial number. The system will locate all reference numbers that contain the character string you entered.

  • Exact Match (on Ref #)
    Select the checkbox to return an exact match of the numbers entered.

    Clear the checkbox to return all reference numbers that contain the character string you entered.

RevType 1-4

User-defined revenue classifications.

Note: Revenue classifications are set up in the RevType 1-4 labels in System Administration.

Car Inv#

ID of the invoice submitted by the carrier for its services. Applicable for orders transported by third party carriers.

Match Count

To prevent search overload, results are limited to a reasonable number.

Booked By

User ID of the person who entered the order into the system

Booked From / To

Restricts the list to orders booked between the date range entered.

Code

Select a commodity code.

Note: When an order is saved, only the first commodity code is saved in the order header table. If multiple commodities are recorded in the freight detail, the search will not include them. If you want to expand the search to include all commodity codes for an order, select the Check on Freight Detail checkbox.

Check on Freight Detail

Select this checkbox to expand the search for the selected commodity code to all commodity codes recorded in the freight detail.

Origin Port

Used for the Intermodal feature that is functional in the Dispatch application

Destination Port

Used for the Intermodal feature that is functional in the Dispatch application

Link From Dates

Your selection applies to all sub tabs that contain date range fields.

  • Selected (default)
    The initial date you enter for one date range is copied as the initial date for the other date range automatically.

  • Cleared
    The initial date you enter for one date range is not copied automatically as the initial date for the other date range.

Order scroll - Regions tab

Use this sub tab to set restrictions based on user-defined dispatch regions to which geographic locations have been assigned.

Dispatch regions are set up in the System Administration application.

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Shipper Regions: Region 1-4

Region associated with the initial pickup location

Consignee Regions: Region 1-4

Region associated with the final drop location

Order scroll - Schedule tab

Use this sub tab to look up orders that were created when schedules were processed by the Order Scheduler.

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Source Order #

Order number used as a template for the schedule

Master Schedule ID

Not functional

Schedule Batch ID

Not functional

First Pickup From / To

Delivery From / To

Start date range for the orders to be retrieved

Delivery date range for the order to be retrieved

When you modify the dates on the Schedule tab, the system also changes the dates on the Company and Assets tabs.

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. However, you can change this in your TTS50. Use the [Misc]OrderScrollDaysBack setting to specify the number of days you want the From dates set back, such as 60 or 90. You can also use the genesis date, 01/01/50, by using this setting: OrderScrollDaysBack=BeginningOfTime.

Sch. Earliest From / To

Date range for earliest scheduled pickup

Sch. Latest From / To

Date range for latest scheduled pickup

Order scroll - Accessing a record’s detail

When the list of the order records is displayed, do one of the following:

  • Click on an order line to select it and then click Profile.

  • Double-click on an order line.

Order scroll - Setup options

These settings can affect the Order Scroll window’s functionality.

Allowing the retrieval of all stops for orders with a consignee or shipper

[FuelDispatch]AllowOrderScrollCheckAllStops

Setting default number of days back for Start From and Delivery From criteria

[Misc]OrderScrollDaysBack