Unassigned Freight tab :: TruckMate Online Help

Deliveries tab

image335 UnassignedDeliv

The Multi Mode Dispatch > Unassigned Freight > Deliveries sub-tab displays the details of all delivery-type freight bills available to be assigned to a trip. Details in this tab cannot be edited, but certain functions can be accessed using the context menu. The user can also drag and drop these freight bills to match them with trips in the Active Trips section. TruckMate will automatically add route sequence number to the drop freight bills. TruckMate then checks the route sequences for all the stops. If the same route sequence exists for two different locations and the same stop type, a popup will report the situation to the dispatcher so he can manually modify the route sequence. The user can multi select freight bills to make a group assignment. If so, TruckMate will allow the user to override automatically assigned route sequences via a pop up screen that displays for that purpose.

If carriers are already assigned to a trip and you match a freight bill to the same trip, the system can either recalculate carrier costs or leave them the same. To have the system automatically recalculate carrier costs every time a freight bill is matched/unmatched to a trip, set the application configuration option 'DISPATCH.EXE - ReCalc Carrier Costs after FB Match' to 'True', in Application Configurator program.
If the freight bill is a split freight bill the user needs permissions in Security Setup > Business Events - Allow Changes in order to be able to assign the split bill to a delivery trip. The option 'MMDISP - Allow Delivery of Split Bill' must be checked for the user.

Toolbar - Deliveries tab

image336 UnassignedDelivToolbar

Icon/Keybd	Menu Option	Definition
	Refresh Deliveries	Refreshes the Deliveries grid to check for any new delivery freight bills in the system.
	Clear Delivery Selection	Clears any selected freight bills.
	Select/Unselect This Bill	Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.
	Select All	Select all records in the grid.
	Set Filter	Opens the standard Dispatch Filter Trips window, which allows the user to create field-specific or SQL-based custom filters for the grid.
	Clear Filter	Select this button to clear any filter that has been applied to the Deliveries grid.
	Show/Hide Summary	Toggles the summary information section (the grey area beneath the grid) on and off.
	Freight Bill Notes	Selecting this button will display any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.
	View Shipping Instructions	Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.
	Dock Only	Allows you to restrict the grid to display only the freight that is at the Dock (e.g., has a status of DOCKED).
	Exclude Carrier Serviced	When selected, any FB row on the Deliveries grid that contains a ‘Beyond Carrier’ will disappear from the record list to help indicate which shipments require you to take action.
	Trip Exclusions	When selected, any trips that were flagged as "excluded" (using the Exclude Trip shortcut menu option in the Active Trips grid),
	Search	The user can type characters into the Search field to have the cursor move to the appropriate record.
	Filter	The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.
	Show More Filters / Hide Filters	Toggles to determine whether to display a list of configurable "quick filter" checkbox groups for additional filtering.

Icon/Keybd

Menu Option

Definition

Refresh Deliveries

Refreshes the Deliveries grid to check for any new delivery freight bills in the system.

Clear Delivery Selection

Clears any selected freight bills.

Select/Unselect This Bill

Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.

Select All

Select all records in the grid.

Set Filter

Opens the standard Dispatch Filter Trips window, which allows the user to create field-specific or SQL-based custom filters for the grid.

Clear Filter

Select this button to clear any filter that has been applied to the Deliveries grid.

Show/Hide Summary

Toggles the summary information section (the grey area beneath the grid) on and off.

Freight Bill Notes

Selecting this button will display any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.

View Shipping Instructions

Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.

Dock Only

Allows you to restrict the grid to display only the freight that is at the Dock (e.g., has a status of DOCKED).

Exclude Carrier Serviced

When selected, any FB row on the Deliveries grid that contains a ‘Beyond Carrier’ will disappear from the record list to help indicate which shipments require you to take action.

Trip Exclusions

When selected, any trips that were flagged as "excluded" (using the Exclude Trip shortcut menu option in the Active Trips grid),

image337 ExcludeTrips

Search

The user can type characters into the Search field to have the cursor move to the appropriate record.

Filter

The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.

Show More Filters / Hide Filters

Toggles to determine whether to display a list of configurable "quick filter" checkbox groups for additional filtering.

image338 Filters

Special Grid Features

Prior Trip Expected Date

The Prior Trip Expected Date column displays the expected delivery date of the trip scheduled directly before the selected trip. This column and the other related prior date columns are only populated with data if the 'Load Prior Trip Fields' configuration option in 'CITY_DISPATCH.EXE' is enabled (set to 'True').

Context Menu - Deliveries tab

Icon/Keybd	Menu Option	Definition
<Shift+Ctrl+D>	Toggle Design Mode	Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.
<Ctrl+R>	Clear Delivery Selection	Clears any selected records in the Deliveries grid.
	Select All	Allows the user to select all available deliveries requests. This is useful in the case of performing a process that involves mass numbers of deliveries. Exporting deliveries to Appian - Direct Route would be one example on that.
	Select/Unselect this Bill	Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.
	Reset EXPORTING Bills' Status	When Freight Bills are sent to Direct Route, their statuses become 'Exporting'. If for any reason the process is interrupted, the statuses of the Freight Bills that were not successfully processed remain as 'Exporting', preventing them from being selected for future routing. This option allows you to collectively revert the Freight Bills with the status of 'Exporting' back to their previous statuses. Selecting this value will open the Reset Exporting Bills' Status window. This option displays all freight bills that were sent to Direct Route, with information on their status and Pickup / Delivery times, whether their exporting status was deferred and other information that can help you make you selections and decisions. You can use the drop down lists to select your criteria for selecting which freight bills to apply the reset action to.
	Multi Route Update	If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.
	Multi Route Clear	If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.
	Change Status	This option allows you to change the Freight Bill’s status (TLORDER.CURRENT_STATUS). Available options are those status codes with an 'LTL Sort Order' value in on the Codes Maintenance program > Status tab.
	Change Delivery Terminal	This option will open a new window that will allow the user to edit the 'Ending Zone' of the selected freight bill.
NEW	Split/Merge Bill	Selecting the Split/Merge Bill window will open the LTL Freight Bill Split window, which allows the user to split a single freight bill into multiple freight bill records (in the case that a shipment must be broken up prior to transport). Once the two shipments reach their destination, they can be merged back together into a single freight bill record.
NEW	Freight Bill Routing Plan	This option will open the Routing window, which is the same as the Customer Service program > LTL/Routing tab in the Customer Service program, and is used to view (and alter) terminal plans, perform intermodal marketing company (IMC) functions and for LTL freight forwarding.
NEW	Freight Bill Details	This option will open a window that shows the details of the selected freight bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.
	Dangerous Goods Details	If there are any dangerous goods attached to a delivery freight bill (signified by icons in the 'Warning' field,) the user can select this option to open a window that shows the dangerous goods information for the selected freight bill. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.
	Barcode Item Details	This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.

Icon/Keybd

Menu Option

Definition

<Shift+Ctrl+D>

Toggle Design Mode

Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.

<Ctrl+R>

Clear Delivery Selection

Clears any selected records in the Deliveries grid.

Select All

Allows the user to select all available deliveries requests. This is useful in the case of performing a process that involves mass numbers of deliveries. Exporting deliveries to Appian - Direct Route would be one example on that.

Select/Unselect this Bill

Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.

Reset EXPORTING Bills' Status

When Freight Bills are sent to Direct Route, their statuses become 'Exporting'. If for any reason the process is interrupted, the statuses of the Freight Bills that were not successfully processed remain as 'Exporting', preventing them from being selected for future routing. This option allows you to collectively revert the Freight Bills with the status of 'Exporting' back to their previous statuses. Selecting this value will open the Reset Exporting Bills' Status window.

This option displays all freight bills that were sent to Direct Route, with information on their status and Pickup / Delivery times, whether their exporting status was deferred and other information that can help you make you selections and decisions.

You can use the drop down lists to select your criteria for selecting which freight bills to apply the reset action to.

Multi Route Update

If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.

Multi Route Clear

If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.

Change Status

This option allows you to change the Freight Bill’s status (TLORDER.CURRENT_STATUS). Available options are those status codes with an 'LTL Sort Order' value in on the Codes Maintenance program > Status tab.

Change Delivery Terminal

This option will open a new window that will allow the user to edit the 'Ending Zone' of the selected freight bill.

NEW

Split/Merge Bill

Selecting the Split/Merge Bill window will open the LTL Freight Bill Split window, which allows the user to split a single freight bill into multiple freight bill records (in the case that a shipment must be broken up prior to transport). Once the two shipments reach their destination, they can be merged back together into a single freight bill record.

NEW

Freight Bill Routing Plan

This option will open the Routing window, which is the same as the Customer Service program > LTL/Routing tab in the Customer Service program, and is used to view (and alter) terminal plans, perform intermodal marketing company (IMC) functions and for LTL freight forwarding.

NEW

Freight Bill Details

This option will open a window that shows the details of the selected freight bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.

Dangerous Goods Details

If there are any dangerous goods attached to a delivery freight bill (signified by icons in the 'Warning' field,) the user can select this option to open a window that shows the dangerous goods information for the selected freight bill. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.

Barcode Item Details

This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.

See Common Shortcut Menu Options in the Active Trips section for descriptions for these shortcut menu options common to many of the grids on the Multi Mode Dispatch window.

image133 CommonMenu

Pickups tab

image339 FreightPickups

The Pickups tab displays the details of all the pickup-type freight bills available to be assigned to a trip in the Active Trips section of Multi Mode Dispatch. The details of this tab cannot be edited, but certain functions can be accessed using the context menu. The user can also drag and drop these freight bills into the Active Trips section to add them to the trip you are working with. This grid also lists the various pick-ups inbound to the terminal. Each row shows a summary data from a given location. The 'Existing Trip' field in the grid displays the number of the trip that has the same 'Pickup Location' as the freight bill, so the user can assign the bill to that trip.

If carriers are already assigned to a trip and you match a freight bill to the same trip, the system can either recalculate carrier costs or leave them the same. To have the system automatically recalculate carrier costs every time a freight bill is matched/unmatched to a trip, set the application configuration option 'DISPATCH.EXE - ReCalc Carrier Costs after FB Match' to 'True', in Application Configurator program.

Toolbar - Pickups tab

image340 FreightPickupsToolbar

Icon/Keybd	Menu Option	Definition
	Refresh Pickup Summary	Refreshes the Pickups grid to check for any new pickup freight bills in the system.
	Clear Pickup Summary Selection	Clears any selected freight bills.
	Select/Unselect This Summary	Select this button to highlight or remove highlighting a single detail line in the grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.
	Clear Selection	Clears any selected freight bills.
	Select/Unselect This Bill	Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.
	Select All	Select all records in the grid.
	Set Filter	Opens the standard Filter Trips window, which allows you to create field-specific or SQL-based custom filters for the grid.
	Clear Filter	Select this button to clear any filter that has been applied to the grid.
	Freight Bill Notes	Displays any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.
	View Shipping Instructions	Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.
<Ctrl+N>	Create New Pickup	Opens the Short Form Pickup Entry window used to enter Pickup information.
	Search	Type characters into the Search field to have the cursor move to the appropriate record.
	Filter	The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.

Icon/Keybd

Menu Option

Definition

Refresh Pickup Summary

Refreshes the Pickups grid to check for any new pickup freight bills in the system.

Clear Pickup Summary Selection

Clears any selected freight bills.

Select/Unselect This Summary

Select this button to highlight or remove highlighting a single detail line in the grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.

Clear Selection

Clears any selected freight bills.

Select/Unselect This Bill

Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.

Select All

Select all records in the grid.

Set Filter

Opens the standard Filter Trips window, which allows you to create field-specific or SQL-based custom filters for the grid.

Clear Filter

Select this button to clear any filter that has been applied to the grid.

Freight Bill Notes

Displays any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.

View Shipping Instructions

Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.

<Ctrl+N>

Create New Pickup

Opens the Short Form Pickup Entry window used to enter Pickup information.

Search

Type characters into the Search field to have the cursor move to the appropriate record.

Filter

The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.

Context Menu (Top grid - Pickups tab)

Icon/Keybd	Menu Option	Definition
<Shift+Ctrl+D>	Toggle Design Mode	Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.
<Ctrl+R>	Clear Pickup Summary Selection	Clears any selected records in the Pickups grid.
	Select/Unselect this Summary	Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.
NEW	Create Pickup	@
NEW	Find a Pickup Freight Bill	Selecting this option will open a small window where you can search for a pickup freight bill by entering its freight bill number.
NEW	Change Pickup Terminal	Selecting this option will open a small window that will allow you to change the selected freight bill’s pickup terminal.
NEW	Update Freight Bill(s)	@
NEW	Determine Interliner(s) & Rate	@
??	Barcode Item Details	@ This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.
NEW	Refresh Pickup Summary	@
<Ctrl+F>	Full Screen	Expands this grid to fill the whole screen view. Use <Ctrl+F> as a toggle to return to the previous view.

Icon/Keybd

Menu Option

Definition

<Shift+Ctrl+D>

Toggle Design Mode

Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.

<Ctrl+R>

Clear Pickup Summary Selection

Clears any selected records in the Pickups grid.

Select/Unselect this Summary

Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.

NEW

Create Pickup

@

NEW

Find a Pickup Freight Bill

Selecting this option will open a small window where you can search for a pickup freight bill by entering its freight bill number.

NEW

Change Pickup Terminal

Selecting this option will open a small window that will allow you to change the selected freight bill’s pickup terminal.

NEW

Update Freight Bill(s)

@

NEW

Determine Interliner(s) & Rate

@

??

Barcode Item Details

@

This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.

NEW

Refresh Pickup Summary

@

<Ctrl+F>

Full Screen

Expands this grid to fill the whole screen view. Use <Ctrl+F> as a toggle to return to the previous view.

See Common Shortcut Menu Options in the Active Trips section for descriptions for these shortcut menu options common to many of the grids on the Multi Mode Dispatch window.

image133 CommonMenu

Context Menu (Bottom grid - Pickups tab)

Icon/Keybd	Menu Option	Definition The Context Menu contains some of the same options available from the Toolbar options described before. Those options described above will not be detailed below:
	Reset EXPORTING Bills' Status	When Freight Bills are sent to Direct Route, their statuses become 'Exporting'. If for any reason the process is interrupted, the statuses of the Freight Bills that were not successfully processed remain as 'Exporting', preventing them from being selected for future routing. This option will collectively revert the Freight Bills with the status of 'Exporting' back to their previous statuses. Selecting this value will open the Reset Exporting Bills' Status window.
NEW	Hold Delivery	Sets the selected Delivery record to a 'Hold' Status. You will be prompted to confirm.
NEW	Cancel Freight Bill	@
<Shift+Ctrl+D>	Toggle Design Mode	Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.
<Ctrl+R>	Clear Selection	Clears any selected records in the grid.
	Select/Unselect this Bill	Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.
	Select All	Allows the user to select all available bills.
NEW	Clear Route Filter	@
NEW	Add Route Filter	@
	Multi Route Update	If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.
	Multi Route Clear	If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.
	Change Status	This option allows you to change the Freight Bill’s Status value. The only status change option available with this Context option is to change the Freight Bill status to: 'Deassign Freight from Driver (RESCHED)'.
NEW	Routing	@
NEW	Set Care of Drop Point	@
NEW	Split/Merge Bill	@
NEW	Find Trips Near	@
NEW	Update Freight Bill(s)	@
NEW	Intermodal	@
NEW	Insert Truckload Bill	@
NEW	Freight Bill Routing Plan	@
NEW	Freight Bill Details	This option will open a window that shows the details of the selected Freight Bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.
NEW	View Freight Bill	@
NEW	View Custom Defined Fields	@
NEW	Freight Bill Notes	@
NEW	Shipping Instructions	@
	Dangerous Goods Details	If there are any dangerous goods attached to a pickup freight bill (signified by icons in the 'Warning' field,) you can select this option to view further details regarding the Dangerous Goods. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.
	Barcode Item Details	This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.
NEW	Mark FB Received	@
NEW	Move Bill (Terminal Location)	@
NEW	Plan Bill (Terminal Location)	@ *
NEW	Determine Interliner(s) & Rate	@
NEW	Reset EXPORTING Freight Bills' status	@
NEW	Refresh Bills	@
	Full Screen	Selecting this option will enlarge the Pickups tab to a full screen view. Use this option if you have many Freight Bills in the Pickups tab and wish to select many of them at once.
NEW <F5>	Export to Load Builder	@

Icon/Keybd

Menu Option

Definition The Context Menu contains some of the same options available from the Toolbar options described before. Those options described above will not be detailed below:

Reset EXPORTING Bills' Status

When Freight Bills are sent to Direct Route, their statuses become 'Exporting'. If for any reason the process is interrupted, the statuses of the Freight Bills that were not successfully processed remain as 'Exporting', preventing them from being selected for future routing. This option will collectively revert the Freight Bills with the status of 'Exporting' back to their previous statuses. Selecting this value will open the Reset Exporting Bills' Status window.

NEW

Hold Delivery

Sets the selected Delivery record to a 'Hold' Status. You will be prompted to confirm.

NEW

Cancel Freight Bill

@

<Shift+Ctrl+D>

Toggle Design Mode

Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.

<Ctrl+R>

Clear Selection

Clears any selected records in the grid.

Select/Unselect this Bill

Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.

Select All

Allows the user to select all available bills.

NEW

Clear Route Filter

@

NEW

Add Route Filter

@

Multi Route Update

If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.

Multi Route Clear

If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.

Change Status

This option allows you to change the Freight Bill’s Status value. The only status change option available with this Context option is to change the Freight Bill status to: 'Deassign Freight from Driver (RESCHED)'.

NEW

Routing

@

NEW

Set Care of Drop Point

@

NEW

Split/Merge Bill

@

NEW

Find Trips Near

@

NEW

Update Freight Bill(s)

@

NEW

Intermodal

@

NEW

Insert Truckload Bill

@

NEW

Freight Bill Routing Plan

@

NEW

Freight Bill Details

This option will open a window that shows the details of the selected Freight Bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.

NEW

View Freight Bill

@

NEW

View Custom Defined Fields

@

NEW

Freight Bill Notes

@

NEW

Shipping Instructions

@

Dangerous Goods Details

If there are any dangerous goods attached to a pickup freight bill (signified by icons in the 'Warning' field,) you can select this option to view further details regarding the Dangerous Goods. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.

Barcode Item Details

This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.

NEW

Mark FB Received

@

NEW

Move Bill (Terminal Location)

@

NEW

Plan Bill (Terminal Location)

@

*

NEW

Determine Interliner(s) & Rate

@

NEW

Reset EXPORTING Freight Bills' status

@

NEW

Refresh Bills

@

Full Screen

Selecting this option will enlarge the Pickups tab to a full screen view. Use this option if you have many Freight Bills in the Pickups tab and wish to select many of them at once.

NEW <F5>

Export to Load Builder

@

See Common Shortcut Menu Options in the Active Trips section for descriptions for these shortcut menu options common to many of the grids on the Multi Mode Dispatch window.

image133 CommonMenu

CrossDock tab

image341 FreightCrossDock

The CrossDock tab displays freight bills that will be processed from the current terminal to another terminal. It uses the same component used by the CrossDock application, allowing the user to access the functionality of the Freight Bill grid of the CrossDock program from within the Multi Mode Dispatch program, simplifying the process. However, some additional columns have been added to the grid to facilitate the function of Multi Mode Dispatch in an easier way. Those additional columns are described in the 'Special Grid Features' section.

You can edit the dates in the 'Deliver By' and 'Deliver By End' fields from within this tab grid. If you change the delivery date, then TruckMate will set the 'Delivery Appointment Made' to 'True'.

Toolbar - CrossDock tab

image342 FreightCrossDockToolbar

Icon/Keybd	Menu Option	Definition
	Refresh Bills <F5>	Refreshes the grid to check for any new freight bills in the system.
	Clear Selection <Ctrl+Alt+A>	Clears any selected freight bills.
	Select/Unselect This Bill <Ctrl+S>	Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.
	Filter	Select this button to open the Freight Bills Filters window, which allows the user to create custom filters for the grid.
	Select All <Ctrl+A>	Select all records in the grid.
	Add Route Filter	Allows you to enter a route to use as a filter. Before selecting this option, if you click on a cell in the route column that contains the route by which you wish to filter freight bills, the route will default. Otherwise, enter the route designation by which you want to filter freight bills. After selecting this menu option, only freight bills with the same value in their Route Designation field will be displayed.
	Clear Route Filter	Removes the filter on the Route field, and display all freight bills in the grid.
	View Shipping Instructions	Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.
	Change Current Terminal	Opens a popup window that allows you to switch to a different terminal.
	Dock Only	Allows you to restrict the grid to display only the freight that is at the Dock (e.g., has a status of DOCKED).
	Through Only	When selected, only freight bills with a status associated with the behavior category of 'Through' will be displayed in the grid. If the box is not checked, all non-completed freight bills will be displayed.
	Trip Exclusions	When selected, any trips that were flagged as "excluded" (using the Exclude Trip shortcut menu option in the Active Trips grid),
	Search	The user can type characters into the Search field to have the cursor move to the appropriate record.
	Filter	The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.

Icon/Keybd

Menu Option

Definition

Refresh Bills <F5>

Refreshes the grid to check for any new freight bills in the system.

Clear Selection <Ctrl+Alt+A>

Clears any selected freight bills.

Select/Unselect This Bill <Ctrl+S>

Select this button to highlight or remove highlighting a single detail line in the Deliveries grid. The user can hold the <CTRL> key and use this button to select multiple freight bills.

Filter

Select this button to open the Freight Bills Filters window, which allows the user to create custom filters for the grid.

Select All <Ctrl+A>

Select all records in the grid.

Add Route Filter

Allows you to enter a route to use as a filter. Before selecting this option, if you click on a cell in the route column that contains the route by which you wish to filter freight bills, the route will default. Otherwise, enter the route designation by which you want to filter freight bills. After selecting this menu option, only freight bills with the same value in their Route Designation field will be displayed.

Clear Route Filter

Removes the filter on the Route field, and display all freight bills in the grid.

View Shipping Instructions

Displays any shipping instructions that have been attached to the client(s) included on the selected freight bill. Shipping instructions are created in the Codes Maintenance program > Shipping Instructions tab, and attached to specific client codes in the Customer Profiles program > Shipping Instructions tab.

Change Current Terminal

Opens a popup window that allows you to switch to a different terminal.

Dock Only

Allows you to restrict the grid to display only the freight that is at the Dock (e.g., has a status of DOCKED).

Through Only

When selected, only freight bills with a status associated with the behavior category of 'Through' will be displayed in the grid. If the box is not checked, all non-completed freight bills will be displayed.

Trip Exclusions

When selected, any trips that were flagged as "excluded" (using the Exclude Trip shortcut menu option in the Active Trips grid),

image337 ExcludeTrips

Search

The user can type characters into the Search field to have the cursor move to the appropriate record.

Filter

The Filter field will filter the records based on the currently selected grid column header. Select one of the grid column labels to filter on it, enter text into the Filter field, then press the <Enter> key to filter the resource records.

Special Grid Features

Prior Trip Expected Date

The Prior Trip Expected Date column displays the expected delivery date of the trip scheduled directly before the selected trip. This column and the other related prior date columns are only populated with data if the 'Load Prior Trip Fields' configuration option in 'CITY_DISPATCH.EXE' is enabled (set to 'True').

Context Menu - CrossDock tab

Icon/Keybd	Menu Option	Definition
<Shift+Ctrl+D>	Toggle Design Mode	Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.
<Ctrl+R>	Clear Selection	Clears any selected records in the grid.
	Select/Unselect this Bill	Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.
	Select All	Allows the user to select all available bills.
NEW	Clear Route Filter	@
NEW	Add Route Filter	@
	Multi Route Update	If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.
	Multi Route Clear	If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.
	Change Status	This option allows you to change the Freight Bill’s Status value. Available options are those status codes with an 'LTL Sort Order' value in on the Codes Maintenance program > Status tab.
NEW	Routing	@
NEW	Set Care of Drop Point	This option will allow you to specify a zone code for the terminal that will be used as a 'Care Of Drop Point'. Setting this option will also populate the 'Care Of Drop Point' field on the Customer Service program > Contacts tab. This option is used when a freight bill includes a final destination (Consignee Site) but the current hauler will only be taking the freight to a specific drop point, where another carrier will continue the delivery.
NEW	Split/Merge Bill	Selecting the Split/Merge Bill window will open the LTL Freight Bill Split window, which allows the user to split a single freight bill into multiple freight bill records (in the case that a shipment must be broken up prior to transport). Once the two shipments reach their destination, they can be merged back together into a single freight bill record.
NEW	Find Trips Near	@
NEW	Update Freight Bill(s)	@
NEW	Intermodal	@
NEW	Insert Truckload Bill	@
NEW	Freight Bill Routing Plan	This option will open the Routing window, which is the same as the LTL/Routing tab in the Customer Service program, and is used to view (and alter) terminal plans, perform intermodal marketing company (IMC) functions and for LTL freight forwarding.
NEW	Freight Bill Details	This option will open a window that shows the details of the selected Freight Bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.
NEW	View Freight Bill	@
NEW	View Custom Defined Fields	@
NEW	Freight Bill Notes	Displays any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.
NEW	Shipping Instructions	@
	Dangerous Goods Details	If there are any dangerous goods attached to a pickup freight bill (signified by icons in the 'Warning' field,) you can select this option to view further details regarding the Dangerous Goods. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.
	Barcode Item Details	This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.
NEW	Mark FB Received	@
NEW	Move Bill (Terminal Location)	@
NEW	Plan Bill (Terminal Location)	@ *
NEW	Determine Interliner(s) & Rate	@
NEW	Reset EXPORTING Freight Bills' status	@
NEW	Refresh Bills	@
	Full Screen	Selecting this option will enlarge the Pickups tab to a full screen view. Use this option if you have many Freight Bills in the Pickups tab and wish to select many of them at once.
NEW <F5>	Export to Load Builder	@

Icon/Keybd

Menu Option

Definition

<Shift+Ctrl+D>

Toggle Design Mode

Allows those with security permission, access to the Screen Design mode where you can create and save different layouts. See Custom Screen Design Mode and the Security Configuration program > Security > Business Events > Screen Design section.

<Ctrl+R>

Clear Selection

Clears any selected records in the grid.

Select/Unselect this Bill

Toggles selection of the individual record. You can also use <Ctrl+Click> to use your mouse to select and deselect records.

Select All

Allows the user to select all available bills.

NEW

Clear Route Filter

@

NEW

Add Route Filter

@

Multi Route Update

If you have selected multiple freight bills in the grid, you can select this option to update the 'Route Designation' field for all of them at once. A window will appear asking the user to enter a route name, which will be entered into the 'Route Designation' field.

Multi Route Clear

If some of the records in the grid have data in the 'Route Designation' field, the user can select all of these records and then choose this option to remove the data from this field.

Change Status

This option allows you to change the Freight Bill’s Status value. Available options are those status codes with an 'LTL Sort Order' value in on the Codes Maintenance program > Status tab.

NEW

Routing

@

NEW

Set Care of Drop Point

This option will allow you to specify a zone code for the terminal that will be used as a 'Care Of Drop Point'. Setting this option will also populate the 'Care Of Drop Point' field on the Customer Service program > Contacts tab. This option is used when a freight bill includes a final destination (Consignee Site) but the current hauler will only be taking the freight to a specific drop point, where another carrier will continue the delivery.

NEW

Split/Merge Bill

Selecting the Split/Merge Bill window will open the LTL Freight Bill Split window, which allows the user to split a single freight bill into multiple freight bill records (in the case that a shipment must be broken up prior to transport). Once the two shipments reach their destination, they can be merged back together into a single freight bill record.

NEW

Find Trips Near

@

NEW

Update Freight Bill(s)

@

NEW

Intermodal

@

NEW

Insert Truckload Bill

@

NEW

Freight Bill Routing Plan

This option will open the Routing window, which is the same as the LTL/Routing tab in the Customer Service program, and is used to view (and alter) terminal plans, perform intermodal marketing company (IMC) functions and for LTL freight forwarding.

NEW

Freight Bill Details

This option will open a window that shows the details of the selected Freight Bill (TLDTL table data). The data that appears in the window is pulled directly from the Customer Service program > Details tab for the selected record.

NEW

View Freight Bill

@

NEW

View Custom Defined Fields

@

NEW

Freight Bill Notes

Displays any notes associated with the currently selected freight bill. The Notes window has several of its own tabs near the bottom of the window. These are used to enter notes for the different aspects of the selected freight bill.

NEW

Shipping Instructions

@

Dangerous Goods Details

If there are any dangerous goods attached to a pickup freight bill (signified by icons in the 'Warning' field,) you can select this option to view further details regarding the Dangerous Goods. The data that appears in the window is pulled directly from the Customer Service program > Dangerous Goods tab for the selected record.

Barcode Item Details

This option will display details for any barcoded items. This can also be accessed by double clicking in the 'Items' column.

NEW

Mark FB Received

@

NEW

Move Bill (Terminal Location)

@

NEW

Plan Bill (Terminal Location)

@

*

NEW

Determine Interliner(s) & Rate

@

NEW

Reset EXPORTING Freight Bills' status

@

NEW

Refresh Bills

@

Full Screen

Selecting this option will enlarge the Pickups tab to a full screen view. Use this option if you have many Freight Bills in the Pickups tab and wish to select many of them at once.

NEW <F5>

Export to Load Builder

@

See Common Shortcut Menu Options in the Active Trips section for descriptions for these shortcut menu options common to many of the grids on the Multi Mode Dispatch window.

image133 CommonMenu