Checking in paperwork in Settlements

If all required paperwork is not checked in for Settlements, you will not be able to save pay for the trip in a Released status.

playbutton See it in action

To check in paperwork for Settlements, follow these steps:

  1. Go to Settlements > Trip Settlements Folder to open the Trip Settlements Folder.

  2. Open the trip.

  3. Click the Paperwork tab.
    The tab displays a list of all paperwork required for the movement in a tree format.

    In this example, notice that the following paperwork is listed:

    • Two requirements for a Bill of Lading
      This is a consolidated trip containing two orders and each order has its own paperwork requirement.

    • Two requirements for an Inventory Ticket
      This is a split trip, and the setup requires paperwork for each driver.

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  4. To check in the paperwork, select its check box.
    The system records the date in the paperwork’s date field.

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  5. If desired, use the two unnamed fields to record additional information.

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    Note: You set up options for the unnamed fields in these labels in the Edit User Definable Fields window:

    • PaperWorkShipMode

    • PaperWorkMShipColor

    To access the Edit User Definable Fields window, go to Tools > Setup > Edit User Definable Fields.

  6. Save your changes.

After all required paperwork is submitted, you can save pay for the trip in a Released status.