Status Updates

The Status Updates page enables Carriers to change the status of freight bill that have trips associated with them. When the Status Updates page is opened, a list of recent trips, along with search functionality is displayed.

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

By selecting one of the Trip Numbers or by entering successful search parameters, you gain access to the Trip Status Update page, which contains the status change procedures. You can export trip details into Excel, E-mail, or print it out.

Searching for trips to update

The Status Update page enables Carriers to search trips from those available in your records to complete the Trip Status Update.

Use this procedure to search for specific trips to updates. Depending on the information types; you can search for trips by:

  • Its trip number

  • Its bill number

  • Shipper name

  • Consignee name

  • Bill of Lading

  • Booking number

  1. On the TM4Web menu, click Status Updates.
    The Status Updates page opens.

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  2. If not already open, click Status Updates.
    The search options are displayed.

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  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.

  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 Advanced Search Options.

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    • Click image4 Calendar to choose a date for either the From or To fields for Pick Up By and Deliver By dates.

    • Click image5 Clock to choose a time for either the From or To fields for Pick Up By and Deliver By times. An item list appears allowing you to select a time.

  7. Click Search.

    • If multiple trips are found matching your search criteria, a list appears. Select the trip you want to view and then click Trip Number (or other valid link).

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      The Trip Status Update page appears.

      Detail grid options
      Option Description

      Excel

      Clicking image7 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 image8 Email enables you to send the results from the details grid in an .xls file spreadsheet.

      Print

      Clicking image9 Print displays the list of results from the details grid that can be printed.

  8. To search for another trip, modify the search values and click Search.

Updating trip status

Use this procedure to view load details and to update the status of a trip. Load Detail information can be viewed by Trip Number (or other valid link).

  1. From the search results grid, open a trip.

  2. Click a Trip Number link (or other valid link).

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    The Trip Details appear.

    The Trip Details differ depending on options set by your administrator.
    Sample Trip Details with status update feature

    This example illustrates a Trip Details page.

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    Field definitions
    Field Definition

    Freight Bill/Current Status

    Definition

    New Status

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

    Note: If enabled, you are able to make multiple status changes on this page. When configured, the Status Change page will display multiple fields to allow for multiple status changes, designated as Next Status. The first Status field dropdown is based on the current status; the second Status field dropdown is based on the first status, and so on.

    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.

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

  4. If required, select a new date.

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

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

  7. If enabled, complete the custom fields in the status change page.

  8. Enter any relevant comments in the Comments field.

  9. To remove any data entered on the fields of this page, click Reset.

  10. To update a Freight Bill’s status, click Update.
    An entry will be inserted into the STATUS_CHANGE_JOB table; however you must select a new status for each Freight Bill included in the trip.

  11. On the Update Success dialog, click OK.

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