Introduction to the Trip Settlements Folder

You use the Trip Settlements Folder to calculate pay for a resource’s individual trips. You can review and edit pay one trip at a time, or you can have the system calculate pay for multiple trips at the same time.

image2 See it in action

To open the Trips Settlements Folder, go to Settlements > Trip Settlements Folder. The Trip Settlements Folder is divided into several sections as shown in this illustration.

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Section

Description

Header

Use the two fields in the header section to retrieve trips manually by trip segment, order, or move number.

Pay Details

Displays all pay details associated with the trip. You can calculate pay based on rates you set up. In addition, you can manually add and delete pay details, and edit the pay status.

Pay Summations

Displays a summary of all pay associated with the trip. It groups pay details by these types:

  • Line Haul

  • Accessorials

  • Reimbursements

  • Deductions

Trip data tabs

Displays trip related information on these tabs:

  • Trip Recap

    Trip information, such as stops, freight, and resources

  • Paperwork

    Displays a list of required paperwork for the trip and allows you to check in paperwork

  • Invoice Details

    Lists the charges billed to the customer for a trip

  • Notes

    View or enter notes

  • Trip Audit

    Displays a log of all changes made to the trip

Trips Queue

Retrieves a list of trips for processing

Settlements Tree

Shows all associated move numbers, trip segment (or leg) numbers,
and all resources