Using a custom report form with the shipment details page

By default, when a user clicks the image1 Details icon for an order listed in one of the load boards or uses Quick Find Order, the shipment details page displays the order information.

Your company might create custom SQL reports that retrieve order information. It might also combine those SQL reports into an HTML form. Once the reports are combined into an HTML form, you can use the form to:

Note: By default, users cannot edit shipments. Allowing users to edit shipments affects how report forms work with the shipment details page. For details, see Replacing the shipment details page and Supplementing the shipment details page with an HTML form.

Replacing the shipment details page with the HTML form report

You can set up the application to replace the shipment details page with a custom form report. When a user accesses the order from any load board or uses Quick Find Order, your report opens on the Form Viewer page.

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This is an example of a very simple HTML form report. Your form report can be as simple or complex as you need it to be.

When the user clicks the link to print the report, it opens in a separate instance of his/her browser.

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  1. If you allow users to edit shipments, that is, orders having an Available or Tendered status, you cannot replace the shipment details page with a form. When users can edit shipments, order information is shown on the shipment details page. The report is not shown.

  2. If you are limiting the stop detail a user can view and replacing the page with a form report, the underlying SQL report should show/hide the stop information accordingly.

To replace the shipment details page with a form report, use this procedure.

  1. Go to Configuration > Settings Manager.
    The Settings Manager page opens.

  2. From the Role field, select the role you want to customize.

  3. On the Modules tab, select Customer in the Module Selection field.

  4. Click these tabs: Application Settings > Shipment Tracking and Reports > Shipment Tracking - 3.

  5. Verify that neither the Tendered nor the Available option is selected in the Allow Edit of these Statuses section.

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    When an option is selected, it is highlighted in blue.

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    If needed, click Clear to remove selections.

  6. Click the Global tab.

  7. In the Optional Shipment Detail Selection section, click the Replace Shipment Detail radio button.

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  8. In the Form to use list, select the form that you want to replace the shipment details page.
    Note: The Form to use list is not accessible when the Disabled radio button is selected.

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  9. Click image6 Save.

    If you do not want to save, click image7 Revert instead. The application undoes any unsaved changes and reverts to the last saved settings.

Supplementing the shipment details page with the HTML form

When you supplement the shipment details page with the report form, the image8 Shipment Detail Report icon is shown in the upper right of the shipment details page.

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If you allow users to edit shipments, whether the icon is available depends on the editing option you have set.

If you allow users to edit Tendered shipments

The icon is available when the order is accessed from the:

  • View Active Loads load board

  • View Completed Orders load board

  • View Master Orders load board

The icon is not available when:

  • The order is accessed from the View Tendered Loads load board.

  • An order accessed using Quick Find Order has a Tendered status.

If you allow users to edit Active shipments

The icon is available when the order is accessed from the:

  • View Completed Orders load board

  • View Master Orders load board

  • View Tendered Loads load board

The icon is not available when:

  • The order is accessed from the View Active Loads load board.

  • An order accessed using Quick Find Order has an Available status.

If you allow users to edit both Tendered and Available shipments

The icon is available when the order is accessed from the:

  • View Completed Orders load board

  • View Master Orders load board

The icon is not available when the order is accessed from the:

  • View Active Loads load board

  • View Tendered Loads load board

The icon is not available when an order accessed using Quick Find Order has a status of Tendered or Available.

To supplement the shipment details page with a form report, use this procedure.

  1. Go to Configuration > Settings Manager.
    The Settings Manager page opens.

  2. From the Role field, select the role you want to customize.

  3. On the Modules tab, select Customer in the Module Selection field.

  4. Click these tabs: Application Settings > Global.

  5. In the Optional Shipment Detail Selection section, click the Integrate with Shipment Detail radio button.

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  6. In the Form to use drop-down list, select the form you want to make available from the shipment details page.

    Note: The Form to use drop-down list is not accessible when the Disabled radio button is selected.

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  7. Click image6 Save.

If you do not want to save, click image7 Revert instead. The application undoes any unsaved changes and reverts to the last saved settings.