Agent Assigned Deliveries

The Agent Assigned Deliveries page allows you to view deliveries that are assigned to a vendor agent. You can search for the freight bills and then can view all pickups that are assigned to the signed-in vendor.

Options and visible columns displayed on the Agent Assigned Deliveries page can vary, depending on how an administrator has set it up.

You can export details into PDF, Excel, E-mail, or print it out.

Searching agent assigned deliveries

Use this procedure to search for freight bills that include agent assigned deliveries. Depending on the information types; you can search by:

  • Bill number

  • Current status

  • Start/End zone

  • Pick Up/Deliver By

  1. On the TM4Web menu, click Agent Assigned Deliveries.
    The Agent Assigned Trips page opens.

    image1

  2. Click Search.
    The search options are displayed.

    Show me

    image2

  3. In the Search field, select the information type on which you want to search.

  4. In the Search Style field, select either Starts With or Exact to indicate how this field is used to search for Freight Bills

  5. In the Search Value field, enter the ID or value appropriate to the search type you selected. When entering a number, you can:

    • Enter the entire number

    • Enter part of the number

  6. Click Search.

    If multiple records are found matching your search criteria, select the record you want to view and click to open.

    Note: In order for a trip to be included in search results, the current status (TLORDER.CURRENT_STATUS) must have had the status of Docked (K); the vendor must be set as the beyond carrier in the Freight Bill IP tab in the Customer Service program; and the current zone (TLORDER.CURRENT_ZONE) must be designated to one of the agent’s terminals.

    Show me

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    The Agent Assigned Delivery Details page appears.

    Detail grid options
    Option Description

    Generate PDF

    Clicking image4 Generate PDF enables you to display the results from the details grid in a .PDF file format.

    Excel

    Clicking image5 Excel enables you to display the results from the details grid in a .CSV file format that can be loaded in an Excel spreadsheet to be saved, circulated, and accessed at a later time.

    Email

    Clicking image6 Email enables you to send the results from the details grid in an .xls file spreadsheet.

    Print

    Clicking image7 Print displays the list of results from the details grid that can be printed.

  7. To search for other agent inbound trips, do the following:

    • Click Search.

    • Modify the search values.

    • Click Search.

Agent Assigned Delivery Details

Use this procedure to view agent assigned details.

The Assigned Delivery Details page can be used to change the status of Freight Bills. Possible status updates available for the signed-in vendor is subject to administrative setup.

  1. From the search results grid, click a Trip Number link (or other valid link).

    Show me

    image8

    The Agent Assigned Deliveries Details appear.

    Note: The Agent Assigned Delievery Details differ depending on options set by your admnistrator.

    Sample Agent Assigned Delivery Details with status update feature

    This example illustrates an Agent Assigned Delivery Details page.

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    Field definitions
    Field Definition

    Overview

    Custom Defined Fields

    If defined in Codes Maintenance, custom fields are available on the Assigned Pickup Details page. Options include Text, List, and Radio options.

    Notes

    Editable note tabs are made available by your administrator.

    New Status

    New Status Codes in the item list are available to select a new status for the Freight Bill.

    Date

    The date field automatically populates with the current Date/Time. You can select a different date/time from.

    Invoice Number

    If enabled, this option enables you to update the invoice number of a Freight Bill in the TM4Web system.

    Trailer Number

    If enabled, this option enables you to update trailer numbers when doing a status change on a Freight Bill.

    Custom Field(s)

    If enabled, up to three custom fields can be added to the status change page. In the previous example image, Text, List, and Radio type option have been enabled.

    Comments

    Enter any comments regarding the status change.

    Generate PDF

    Clicking image4 Generate PDF enables you to display the results from the details grid in a .PDF file format.

    Excel

    Clicking image5 Excel enables you to display the results from the details grid in a .CSV file format that can be loaded in an Excel spreadsheet to be saved, circulated, and accessed at a later time.

    Email

    Clicking image6 Email enables you to send the results from the details grid in an .xls file spreadsheet.

    Print

    Clicking image7 Print displays the list of results from the details grid that can be printed.

  2. If applicable, make changes under any custom defined fields.

  3. If applicable, enter any relevant comments under the available note tabs.

  4. Select a new status from the New Status item list.

  5. If required, select a new date.

  6. If enabled, enter an invoice number in the Invoice Number field.

  7. If enabled, enter a trailer number in the Trailer Number field.

  8. If enabled, complete the custom fields.

  9. Enter any relevant comments in the Comments field.

  10. To update a Freight Bill’s status, click Save.

  11. The status change is made by the standard TruckMAte procedure INS_FB_STATUS.