Filtering freight bills and quotes

The Filter window displays freight bills and quotes that match criteria included in a filter that you specify. From this window, you can perform several different actions on one or more bills or quotes.

To open the Filter window, go to Window > Filter or click filter Filter.

If a filter has already been applied to the freight bill, the bills that meet the filter criteria appear in the Filter window. Otherwise, the Filter window is blank.

This illustration shows the Filter window with a selected filter (COMPLETE NOT APPROVED).

filterwindow

Double-clicking on any line item displays the freight bill or quote in the Customer Service main window.

To refresh the window’s contents, click Refresh.

This table lists filter grid column definitions. Columns are listed in alphabetical order. Depending on your system setup, your grid may contain additional columns, omit columns, or have different column names.

Column	Definition
Additional Contact
Approved	Indicates if the bill has been approved (True or False)
Bill Date	Billing date Note: Only freight bills that have been approved for billing have a billing date.
Bill Number	Freight bill number
Bill To	Bill To customer
Caller	Caller customer
Caller Contact Caller Name Caller Phone	Caller contact information as entered in the header
Care Of Care Of Addr 1 Care Of Addr 2 Care Of Name Care Of City Care Of Province Care Of Postal Code Care Of Phone Care Of Contact Care Of Zone	Care of Delivery contact information as entered on the Contacts tab
Charges	Sum of all charges entered on the Details tab
Commodity	Freight commodity
Consignee	Consignee customer
Consignee Address1 Consignee Address2 Consignee Contact Consignee City Consignee Name Consignee Phone Consignee Postal Code Consignee Province	Consignee address information as entered in the header
Created By	TruckMate user who created the freight bill or quote
Cube	Sum of all cube amounts entered on the Details tab
Currency	Bill currency
Current Status	Current bill status
Current Status Admin
Deliver By Deliver by End	Deliver By date/time range
Distance	Freight bill mileage calculation as determined by Mileage Server Manager
Driver	Driver assigned to the trip
Effective Date	Effective date
End Zone	Freight bill end zone
Expiry Date	Expiry date
Extra Charges	Sum of all accessorial charges associated with the freight bill
IM Loaded
IM Type
Interline Payable
Last Batch To
Length	Sum of all length amounts entered on the Details tab
Next Terminal Zone	Next Terminal Zone of the assigned freight bill
Number of Uses	Number of times this quote has been used
OP Code	Operations Code assigned to the freight bill
Pallets	Sum of all pallet amounts entered on the Details tab
Pickup At Pickup At Addr 1 Pickup At Addr 2 Pickup At Name Pickup At City Pickup At Province Pickup At Postal Code Pickup At Phone Pickup At Contact Pickup At Zone	Pickup contact information as entered on the Contacts tab
Pickup By Pick up by End	Pick Up By date/time range
Pieces	Sum of all pieces amounts entered on the Details tab
Pool Code
Pool ID	Pool ID assigned to the freight bill (if applicable)
Power Unit	Power unit assigned to the trip
Protected Charges
Quote Num	Quote number
Quote Pickup/Delivery Times	Make your selections manually or use an Application Configurator choice for CSERV.EXE entitled 'Copy Quote Date'.
Quote User1 Quote User2
Service Level	Service Level assigned to the freight bill
Shipper	Shipper customer
Shipper Address1 Shipper Address2 Shipper City Shipper Contact Shipper Name Shipper Phone Shipper Postal Code Shipper Province	Shipper address information as entered in the header
Site ID Over-ride
Start Zone	Freight bill start zone
Sunday Sun Nbr
Tax One Tax Two	Amounts assessed to Tax Codes 1 and 2 on the freight bill
Total Charges	Sum of all charges associated with the freight bill, including accessorial charges, taxes, etc.
Trace No	Trace number
Trailer	Trailer assigned to the trip
User 1-10	User-specified columns
Weight	Sum of all weight amounts entered on the Details tab

Column

Definition

Additional Contact

Approved

Indicates if the bill has been approved (True or False)

Bill Date

Billing date
Note: Only freight bills that have been approved for billing have a billing date.

Bill Number

Freight bill number

Bill To

Bill To customer

Caller

Caller customer

Caller Contact
Caller Name
Caller Phone

Caller contact information as entered in the header

Care Of
Care Of Addr 1
Care Of Addr 2
Care Of Name
Care Of City
Care Of Province
Care Of Postal Code
Care Of Phone
Care Of Contact
Care Of Zone

Care of Delivery contact information as entered on the Contacts tab

Charges

Sum of all charges entered on the Details tab

Commodity

Freight commodity

Consignee

Consignee customer

Consignee Address1
Consignee Address2
Consignee Contact
Consignee City
Consignee Name
Consignee Phone
Consignee Postal Code
Consignee Province

Consignee address information as entered in the header

Created By

TruckMate user who created the freight bill or quote

Cube

Sum of all cube amounts entered on the Details tab

Currency

Bill currency

Current Status

Current bill status

Current Status Admin

Deliver By
Deliver by End

Deliver By date/time range

Distance

Freight bill mileage calculation as determined by Mileage Server Manager

Driver

Driver assigned to the trip

Effective Date

Effective date

End Zone

Freight bill end zone

Expiry Date

Expiry date

Extra Charges

Sum of all accessorial charges associated with the freight bill

IM Loaded

IM Type

Interline Payable

Last Batch To

Length

Sum of all length amounts entered on the Details tab

Next Terminal Zone

Next Terminal Zone of the assigned freight bill

Number of Uses

Number of times this quote has been used

OP Code

Operations Code assigned to the freight bill

Pallets

Sum of all pallet amounts entered on the Details tab

Pickup At
Pickup At Addr 1
Pickup At Addr 2
Pickup At Name
Pickup At City
Pickup At Province
Pickup At Postal Code
Pickup At Phone
Pickup At Contact
Pickup At Zone

Pickup contact information as entered on the Contacts tab

Pickup By
Pick up by End

Pick Up By date/time range

Pieces

Sum of all pieces amounts entered on the Details tab

Pool Code

Pool ID

Pool ID assigned to the freight bill (if applicable)

Power Unit

Power unit assigned to the trip

Protected Charges

Quote Num

Quote number

Quote Pickup/Delivery Times

Make your selections manually or use an Application Configurator choice for CSERV.EXE entitled 'Copy Quote Date'.

Quote User1
Quote User2

Service Level

Service Level assigned to the freight bill

Shipper

Shipper customer

Shipper Address1
Shipper Address2
Shipper City
Shipper Contact
Shipper Name
Shipper Phone
Shipper Postal Code
Shipper Province

Shipper address information as entered in the header

Site ID Over-ride

Start Zone

Freight bill start zone

Sunday
Sun Nbr

Tax One
Tax Two

Amounts assessed to Tax Codes 1 and 2 on the freight bill

Total Charges

Sum of all charges associated with the freight bill, including accessorial charges, taxes, etc.

Trace No

Trace number

Trailer

Trailer assigned to the trip

User 1-10

User-specified columns

Weight

Sum of all weight amounts entered on the Details tab

Creating and editing filters

If your system allows, you can create your own filters using Structured Query Language (SQL).

To locate an existing filter, click find Find and select a filter from the window that opens.

Working with bills and quotes on the Filter window

Right-clicking inside the Filter window displays a context menu with options that you can perform on one or more selected bills or quotes.

Approving freight bills

To change the status of a freight bill to APPRVD, do one of the following:

To do this	Do this
Change the status of a single freight bill	Right-click on the bill. Go to Approve > Approve This One.
Change the status of all freight bills in the window	Right-click anywhere inside the Filter window. Go to Approve > Approve All.
Change the status of some freight bills in the window	Press and hold SHIFT or CTRL and select each bill whose status you want to change. Right-click anywhere inside the Filter window. Go to Approve > Approve Selected. Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

To do this

Do this

Change the status of a single freight bill

Right-click on the bill.
Go to Approve > Approve This One.

Change the status of all freight bills in the window

Right-click anywhere inside the Filter window.
Go to Approve > Approve All.

Change the status of some freight bills in the window

Press and hold SHIFT or CTRL and select each bill whose status you want to change.
Right-click anywhere inside the Filter window.
Go to Approve > Approve Selected.
Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

If your system administrator has not set a default approval date for freight bills, the system uses the value in the Process Date field on the Billing tab. This value typically defaults to the current date.

Viewing changes made to freight bills outside of Customer Service

If you make changes to one or more freight bills in other TruckMate applications, you can see how those changes apply to your bills by using the Resave menu options.

You cannot use these options for bills that have been approved.

To do this	Do this
View changes made to a single freight bill	Right-click on the bill. Go to Resave > Resave This One.
View changes made to all freight bills in the window	Right-click anywhere inside the Filter window. Go to Resave > Resave All.
View changes made to some freight bills in the window	Press and hold SHIFT or CTRL and select each bill whose changes you want to view. Right-click anywhere inside the Filter window. Go to Resave > Resave Selected. Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

To do this

Do this

View changes made to a single freight bill

Right-click on the bill.
Go to Resave > Resave This One.

View changes made to all freight bills in the window

Right-click anywhere inside the Filter window.
Go to Resave > Resave All.

View changes made to some freight bills in the window

Press and hold SHIFT or CTRL and select each bill whose changes you want to view.
Right-click anywhere inside the Filter window.
Go to Resave > Resave Selected.
Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

Recalculating accessorial charges

The Recalculate Accessorials options allow you to recalculate accessorial charges for bills that have not yet been interfaced through billing.

To do this	Do this
Recalculate accessorial charges for a single freight bill	Right-click on the bill. Go to Recalculate Accessorials > Recalculate This One.
Recalculate accessorial charges for all freight bills in the window	Right-click anywhere inside the Filter window. Go to Recalculate Accessorials > Recalculate All.
Recalculate accessorial charges for some freight bills in the window	Press and hold SHIFT or CTRL and select each bill whose charges you want to recalculate. Right-click anywhere inside the Filter window. Go to Recalculate Accessorials > Recalculate Selected. Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

To do this

Do this

Recalculate accessorial charges for a single freight bill

Right-click on the bill.
Go to Recalculate Accessorials > Recalculate This One.

Recalculate accessorial charges for all freight bills in the window

Right-click anywhere inside the Filter window.
Go to Recalculate Accessorials > Recalculate All.

Recalculate accessorial charges for some freight bills in the window

Press and hold SHIFT or CTRL and select each bill whose charges you want to recalculate.
Right-click anywhere inside the Filter window.
Go to Recalculate Accessorials > Recalculate Selected.
Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

Creating freight bills from quotes

Use the Create Orders options to create freight bills from one or more quotes displayed in the window.

To do this	Do this
Create a freight bill from a single quote	Right-click on the quote. Go to Create Orders > From This Quote.
Create freight bills from all quotes in the window	Right-click anywhere inside the Filter window. Go to Create Orders > From All Quotes.
Create freight bills for some quotes in the window	Press and hold SHIFT or CTRL and select each quote from which you want to create a freight bill. Right-click anywhere inside the Filter window. Go to Create Orders > From Selected Quotes. Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

To do this

Do this

Create a freight bill from a single quote

Right-click on the quote.
Go to Create Orders > From This Quote.

Create freight bills from all quotes in the window

Right-click anywhere inside the Filter window.
Go to Create Orders > From All Quotes.

Create freight bills for some quotes in the window

Press and hold SHIFT or CTRL and select each quote from which you want to create a freight bill.
Right-click anywhere inside the Filter window.
Go to Create Orders > From Selected Quotes.
Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

Adding quotes to a freight bill pool

Use the Add to Pool options to add one or more quotes to a freight bill pool.

To do this	Do this
Add a single quote to a freight bill pool	Right-click on the quote. Go to Add to Pool > Add This One.
Add all quotes in the window to a freight bill pool	Right-click anywhere inside the Filter window. Go to Add to Pool > Add All.
Add some quotes in the window to a freight bill pool	Press and hold SHIFT or CTRL and select each quote that you want to add to the freight bill pool. Right-click anywhere inside the Filter window. Go to Add to Pool > Add Selected. Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

To do this

Do this

Add a single quote to a freight bill pool

Right-click on the quote.
Go to Add to Pool > Add This One.

Add all quotes in the window to a freight bill pool

Right-click anywhere inside the Filter window.
Go to Add to Pool > Add All.

Add some quotes in the window to a freight bill pool

Press and hold SHIFT or CTRL and select each quote that you want to add to the freight bill pool.
Right-click anywhere inside the Filter window.
Go to Add to Pool > Add Selected.
Note: If you change your mind, you can clear the selections by right-clicking inside the window and selecting Clear Multi-Row Selection.

Other options

The following additional options are available from the context menu.

Option	Definition
Edit This Quote	Opens a window in which you can edit the selected quote
Zero Out Selected Bill	If you are able to edit the freight bill, this option sets the bill to zero charge.

Option

Definition

Edit This Quote

Opens a window in which you can edit the selected quote

Zero Out Selected Bill

If you are able to edit the freight bill, this option sets the bill to zero charge.