Creating oil field orders

Oil field orders involve the transportation of crude oil, by-products, and related materials. You create these types of orders in the Oil Field Order Entry window.

Oil Field Order Entry window overview

You enter and update oil field orders in the Oil Field Order Entry window. To make the window available, you must have [FuelDispatch]ShowOilFieldOrderEntry=Y in your TTS50. To access the window, go to Application > Oil Field Order Entry.

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The sections of the Oil Field Order Entry window are described below.

Section

Function

Order header

Used to record the Bill To and Order By company IDs, revenue classifications, dispatch status, and free-form remarks

Other order information (grid)

The default Other order information grid contains five tabs:

  • Contacts

    Used to add, modify, and delete order-type contacts associated with the order. You can:

    • Display and select from a list of available order-type contacts already recorded on the Bill To company profile Contacts tab.

    • Create and assign a new order-type contact. The contact will be added to the Bill To company profile Contacts tab.

  • Load Requirements

    Used to record special criteria that resources must or should have to be assigned to the order

    If a resource does not meet a must have requirement, the system will prevent dispatching the trip.

  • Notes

    Used to add or view notes associated with the order

  • Additional Info

    Displays miscellaneous information about the order

    You use this section when you create a multi-order job.

  • Reference Numbers

    Used to add or delete order reference numbers.

Stop details

Lists all of the billable and non-billable stops recorded for the trip

You also can use the Stop detail to start and complete the trip.

Freight details

Used to enter commodities for the order

Each record consists of a primary freight row, and a secondary tank row.

  • Freight row

    Displays the commodity ID, quantity, and other information about the commodity to be transported

  • Tank row

    Displays information about the tank containing the commodity described in the freight row

    Note: If you are using tanks, you should fill in this row to track the product you are pulling from the tank.

Order information
(flyout tab)

Displays the leg, movement, order, and order header numbers for an order or consolidation

These fields are read-only.

Audit log
(flyout tab)

Displays a record of changes to the order that includes:

  • When the changes were made

  • The login ID of the person who made the change

These fields are read-only.

Entries in many fields in the Oil Field Order Entry window are optional; the fields you need to complete depend on the order. You must, however, enter pickup and drop locations for a new order, or you will receive an error message when you attempt to save the order.

The following topics describe the usual sequence for creating an order in the Oil Field Order Entry window. The sequence is a guideline that you can modify as needed.

Recording the basic order information

The order header section supplies basic information about the companies that place the order and pay for the shipment. You edit fields in the order header when you create a new order. You can also modify the header for an existing order.

  • To begin a new order, click image2 New or select File > New.

    1. In the Order header, complete fields as needed.

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Field definitions

Required field: *

Order (drop-down list)

ID (unlabeled)

The Order drop-down list contains different ID types that can be associated with an order. The unlabeled field to its right displays or accepts the entry of the ID.

  • For a new order, ignore the drop-down list. When you save the order, the system assigns an order ID in the field to its right.

  • For an existing order:

    1. From the Order drop-down list, select the type of ID you want to enter.

    2. Enter the ID in the field to the right.

    3. Click image4 Open.

Order Number

Displays the order ID of the retrieved order, regardless of the ID type selected in the Order drop-down list.

This field is read-only.

Order Source

This read-only field identifies the system used to create the order.

Orders entered in the Oil Field Order Entry window show OFOE.

Orders entered in the Call On Demand Order Entry window show COD OE.

An order created by, or imported from, another software application is identified as such. For example, orders created automatically by the FuelTMS Forecaster module show FRCST.

Bill To *

Displays the unique ID assigned to the company that is to be billed for the shipment

When you create an order, enter the Bill To ID in the field.

Note: The [StopOrderEntry]BillToParentCmpRestriction setting can be used to filter shipper and consignee companies in the Stops grid to those having the same parent company as the Bill To.

Order By

Displays the unique ID of the company placing the order

When you create an order, enter the Order By ID in the field.

Note: A company can be an Order By company if the Account of checkbox is selected in its Company Relations Profile.

Rev Type 1-4

From the Rev Type drop-down lists, select the revenue classification(s) appropriate for the order.

Notes:

  1. Classifying orders allows you to track the revenue collected for different types of loads.

  2. The names and options for these fields are user-defined. They are set up in the RevType1 - 4 labels in the System Administration application.

  3. As part of the required setup for Fuel Dispatch, your company identified one of the four RevTypes to be used as terminal. Your entry in that RevType field indicates the terminal with which the order is associated. For details on setup, see Setting up RevType/Terminal Relationships.

  4. You can set up the system so that the RevType automatically reflects the terminal associated with the consignee or the user.

  5. When you change the RevType1 or RevType2 value on a saved order, the system automatically updates its priority to Highest Priority. Orders flagged as Highest are listed on the Priority Orders tab in the Card Planner and Planning Worksheet. Orders with any other priority are listed on the Available Orders tab. You can also check order priority in the OFOE Additional Info tab. For additional information about order priority, see Changing an order’s priority.

Dispatch Status

Identifies the status of the order

Note: A status of AVL (Available) is assigned automatically to an order when it is first saved. You must assign other statuses manually.

Order Name

Displays the order name/number

This field is read-only.

Remarks

Enter free-form text that applies to the order.

Recording stop information

The Stops grid lists all of the billable and non-billable stops recorded for the trip.

Although resources are assigned to an order in the Card Planner or Planning Worksheet, you can use the Stops grid to start and complete the trip.

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Field definitions

Required field: *

The most commonly used fields are listed here in alphabetical order.

Arrived

Select this checkbox to indicate the truck has arrived at the stop.

Note: Although you assign resources to orders in the Card Planner or Planning Worksheet, you can actualize the order’s stops in the Oil Field Order Entry window.

Carrier
(not shown)

Displays the carrier assigned to the order

Company_AltID

The alternate company identification code if one is recorded in the stop location’s company profile

CompanyID *

The system-assigned ID of the company at which the stop is located

CompanyName

The name recorded in the stop location’s company profile

This field is read-only.

Completed

Select this checkbox to indicate the truck has left the stop.

Note: Although you assign resources to orders in the Card Planner or Planning Worksheet, you can actualize an order’s stops in the Oil Field Order Entry window.

Driver1

The identification code recorded in the profile of the tractor assigned to the trip

This field is read-only.

Note: You assign drivers to orders in the Card Planner or Planning Worksheet.

Driver2

The identification code recorded in the secondary driver’s profile

This field is read-only.

Note: You assign drivers to orders in the Card Planner or Planning Worksheet.

EventCode

The activity performed at the stop

ReferenceNumbers

Identifies the reference number type associated with the stop

Notes: You use the drop-down list to select the reference number type you want to record. Your company defines its reference number types using the ReferenceNumbers label.

RefNumber

Displays the reference number associated with the stop

Note: You use this field to enter a reference number of the specified type for the stop.

MoveSequence

The order of the stops, as they occur on the trip

You can re-order stops by editing this field.

OrderNumber

The unique, system-assigned ID associated with the order

This field is read-only.

ShowAsCompany Name

Displays the ID of the stop location company recorded in its company profile

This field is read-only.

StopArrivalDate

The date/time the truck arrived at the stop

StopDepartureDate

The date/time the truck left the stop

StopEarliestDate

The earliest date/time the stop can occur

StopLatestDate

The latest date/time the stop can occur

Tractor

The identification code recorded in the profile of the tractor assigned to the trip

This field is read-only.

Note: You assign tractors to orders in the Card Planner or Planning Worksheet.

Trailer

The identification code recorded in the profile of the primary trailer assigned to the trip

Trailer2

The identification code recorded in the profile of the secondary trailer assigned to the trip, if applicable

Recording freight details

When you create an order, the system adds a blank freight record to the Freight Information grid. The freight record consists of:

  • A primary row containing fields for the entry of commodity information

  • A secondary row for the entry of tank information

Complete both records as needed.

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Recording commodity information

Required field: *

PickupId

Alternate company identification code, if one is recorded in the shipper company’s profile

Commodity *

Identification code assigned to the product to be picked up

Note: The drop-down list for the field displays only the commodities that are associated with the shipper. For details, see Setting up commodity classes and commodities.

Commodity
Description

Commodity name as recorded in the commodity profile

Volume

If the commodity is measured by volume, enter the number of units on the order.

Note: If you enter a value in this field before you enter a Quantity and Actual Quantity, the system copies your entry to the other two fields. You can edit any of these fields independently.

Quantity*

Ordered quantity of the commodity

Note: If you enter a value in this field before you enter a Volume and Actual Quantity, the system copies your entry to the other two fields. You can edit any of these fields independently.

Actual Quantity

Loaded quantity of the commodity

Note: If you enter a value in this field before you enter a Volume and Quantity, the system copies your entry to the other two fields. You can edit any of these fields independently.

NetVolume

Volume of the commodity being delivered

VolumeUnits

Default unit of measure used for commodities measured by volume

You can select another unit of measure from the drop-down list.

RefNumbers

Displays a drop-down list of reference number types

Your company defines its reference number types using the ReferenceNumber label.

RefNumber

Enter the reference number of the specified type associated with the freight.

fgt_sequence

Sequence in which the commodity was added to the order

This field is read-only.

DeliveryCompanyID

Identification code of the consignee company

stp_number

Stop number associated with the commodity

This field is read-only.

fgt_number

System ID assigned to the freight record

This field is read-only.

PickupCompanyID

Company identification code recorded in the shipper company’s profile

This field is read-only.

Unit

Unit of measure used for the commodity quantity

Weight

If the commodity is measured by weight, enter the number of units on the order.

WeightUnits

Default unit of measure used for commodities measured by weight

You can select a different unit of measure from the drop-down list.

Count

If the commodity is measured by count, enter the number of units on the order.

CountUnits

Default unit of measure used for commodities measured by count

You can select another unit of measure from the drop-down list.

TankId

Select the tank’s ID number from the drop-down list.

TankDescription

Displays the tank’s commodity content

This field is read-only.

TankTranslation

ID painted on the side of the tank and provided to the driver to ensure product is lifted from the correct source

TankSize

Tank volume

TankLastReading
InFeetAndInches

Tank’s last volume reading, expressed as a dip reading

TankLastReadingDate

Date the last tank reading was performed

TankLastReading
Barrels

Equivalent of the tank’s last volume reading expressed in barrels

TankVolume

Custom field

TankNetVolume

Custom field

TankCommodityCode

Custom field

Recording tank information

Record tank information as needed.

PickupCompanyID

Identification code recorded in the shipper company’s profile

This field is read-only.

Commodity

Identification code of the commodity in the tank, as recorded in the commodity profile

Commodity
Description

Name of the commodity in the tank, as recorded in the commodity profile

Volume

Tank size

Quantity

Amount of product on the order

fgt_sequence

Sequence in which the commodity was added to the order

This field is read-only.

DeliveryCompanyID

Identification code recorded in the consignee company’s profile

This field is read-only.

stp_number

Stop number associated with the commodity

fgt_number

System ID assigned to the freight record

This field is read-only.

TankId

Select the tank’s ID number from the drop-down list.

Note: Your company may set up the system to hide tanks that are not producing.

TankDescription

Tank’s commodity content

This field is read-only.

TankSize

Tank volume

TankLastReadingIn
FeetAndInches

Tank’s last volume reading, expressed as a dip reading

TankLastReadingDate

Date the last tank reading was performed

TankLastReading
Barrels

Equivalent of the tank’s last reading, expressed in barrels

Notes:

  1. An order’s run ticket information is displayed on the Oil Field Readings tab. Availability of this tab requires the [StopOrderEntry]ShowOilFieldReadings=Y in your TTS50.

  2. By default, you enter the run ticket manually. If you have [StopOrderEntry]OFOETankMode=Crude in your TTS50, the system uses your entries in the Tanks grid to create the run ticket automatically.

Add or remove freight as needed.

Add a freight detail row

  1. Click Add Freight.
    New commodity and tank rows are added to the Freight information grid.

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  1. Enter commodity and tank information as needed.

  2. Repeat steps 1 and 2 as needed for additional freight.

    Note: By default, the system allows you to add freight details from ten different tanks. However, if you have [StopOrderEntry]OFOETankMode=Crude in your TTS50 you can enter more than ten tanks.

Remove a freight detail row

  1. Select the freight detail row you want to remove.

  2. Click Delete Freight.
    The system displays a message stating, "In order to delete this freight the Oil Field Reading(s) tied to this freight will also be deleted. Are you sure you wish to delete this freight?"

  3. Do one of the following:

    • Click Yes to remove the freight detail.

    • Click No to close this window without removing the freight detail row.

  4. Save the order.

Adding and removing commodities

You can add or delete commodities in the Freight information grid using the Add Freight and Delete Freight links located above the grid.

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Adding run ticket rows

Run tickets provide information such as:

  • Company ID and Tank ID

  • Reading date

  • Order number and run ticket number

  • Commodity and commodity class

  • Amount of product removed from a tank

    Example run ticket

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Use the [StopOrderEntry]ShowOilFieldReadings setting in your TTS50 to display this tab.

There are two ways to enter a run ticket for an order.

  • Manually

    You must add a row of data on the Oil Field Readings tab for each freight detail on the order.

  • Automatically

    You can set up the system to have it add a row of data for each freight detail automatically.

When the driver provides the run ticket information, you can enter it on the tab.

Adding run ticket rows manually

To add a run ticket row manually, follow these steps:

  1. Go to Application > Oil Field Order Entry.
    The Oil Field Order Entry window opens.

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  1. Look up the order.

  2. Click the Oil Field Readings tab.
    The system displays the Oil Field Readings grid.

  3. Click image12 Add.
    The system adds a new row to the Oil Field Readings grid.

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To remove a row from this grid, highlight that row and click image14 Remove.

  1. Enter as much information as possible.

  2. Repeat Steps 4 and 5 as needed for each of the order’s freight details row.

Each row in the Oil Field Readings grid corresponds with the freight detail row.

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  1. Save your changes.

Having the system enter run ticket rows automatically

First available in Fuel Dispatch V.16.20

In Fuel Dispatch, there are two ways to have the system add run ticket rows automatically. The first way is to use PeopleNet Crude Oil Workflow. If you are not using this feature, you can set up the system to add run ticket rows.

To set up the system so it adds run ticket rows automatically, you must have [StopOrderEntry]OFOETankMode=Crude in your TTS50. The system adds a run ticket row when you enter a commodity in the Freight Details section.

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Notes:

  1. The lease company must have a tank that contains the selected commodity. If it does not, the system will not create a run ticket row.

  2. If you change the tank ID in the TankId field of the freight details row, the system will change the run ticket accordingly.

Recording other order information

The Order Information section consists of the Contacts, Load Requirements, Notes, and Additional Info tabs.

Entering order header reference numbers

The Reference Numbers tab can be used to add one or more reference numbers to the order header.

  1. Click the Reference Numbers tab.

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  1. At the right side of the tab, click image18 Add. The system adds a reference number row to the tab.

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  1. Complete fields as needed.

    Field definitions

    Required field: *

    RefNumber*

    Enter the reference number value.

    RefSequence

    When you add a reference number, the system assigns the lowest available value to this field. To change the sequence of reference numbers, enter whole numbers in the field(s).

    ReferenceNumbers*

    Select a reference number type from the drop-down list.

  1. Click image20 Save.

Re-sequencing the Reference Numbers grid

To re-sequence the Reference Numbers grid:

  • To sort the reference number grid, click a column header. The grid sorts in ascending or descending order according to values in the column.

  • To re-sequence reference numbers, edit the RefSequence fields as needed (whole numbers, only) and click the RefSequence header.

  • To keep the current reference number sequence, save the order.

The [Misc]AllowReferenceNumberSequenceChangeByKeyStroke setting in your TTS50 does not apply to Oil Field Order Entry.

Adding a contact

The Contacts tab is used to attach an order-type contact to the order. If you add a new contact in this tab, the contact will also be added to the Contacts tab in the Bill To company profile.

To attach an order-type contact to the order, follow these steps.

  1. Click the Contacts tab.

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  1. At the right side of the tab, click image22 Add. The system adds a blank contact record to the tab.

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  1. Do one of the following:

Create and attach a new order-type contact

  1. In the Name field, click image22 Add.

    A contact form opens beneath the field.

    image24

  1. Complete the fields in the form.

    Note: At minimum, enter the contact name. You can complete other fields in the form at the same time, or do so later in the Contacts tab.

  1. To close the form, click within the new contact Name field, to the left of image22 Add.

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Notes:

  1. If you enter a contact that already exists, a message appears stating, "A contact with the FirstName already exists. A contact with that Name already exists.". To attach this contact, use the steps in Attach an existing order-type contact.

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  1. If the contact does not exist in the Bill To company’s profile, it is added to the profile immediately as an order-type contact, even if you do not save the order.

  2. If you do not want to use the contact just added to the order, select the contact and click image27 Collapse to remove it. You must remove the contact manually from the Bill To company profile.

Attach an existing order-type contact from the Bill To company profile

  1. In the Name field, select the needed contact. Available contacts are displayed beneath the Name field.

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  1. Select a contact.

The system adds the contact to the Contacts tab.

  1. In the Contact tab, edit fields as needed.

    Note: If you change a field for a contact that was already saved to (or loaded from) the Bill To company profile, that information will be updated in the company profile when you save the order.

    Field definitions

    Required field: *

    Name*

    Free-form field for entering the name of the contact

    Phone1

    Free-form field for entering the contact’s phone number

    Phone1Ext

    Free-form field for entering the contact’s phone extension

    Email

    Free-form field for entering the contact’s e-mail address

    OrderContactType

    Drop-down list of options that identify the type of contact

    Note: Options in the OrderContactType drop-down list are defined in the OrderContactType label in the System Administration application. Your company defines the options according to its business needs.

  1. To add another contact, repeat steps 2-4.

  2. Click image20 Save.

Deleting a contact

To delete a contact from the Contacts tab:

  1. In the Contacts tab, scroll to and select the contact you want to delete.

  2. Click image27 Collapse at the right side of the Contacts tab.

The contact will be removed from the order but will remain in the Bill To company’s profile.

  1. Click image20 Save.

To remove the contact from the Bill To company profile, open the profile and manually remove the contact.

Adding a load requirement

Load requirements specify special criteria that must or should be met when assigning resources (driver, tractor, trailer, or carrier) to an order. You can:

  • Record default load requirements for a company or commodity

  • Record load requirements specific to an order

For more information about load requirements, see What are load requirements/preferences?

To add a load requirement:

  1. Click the Load Requirements tab.

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  1. At the right side of the tab, click image18 Add. The system adds a load requirement row to the tab.

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  1. Complete fields as needed for the load requirement.

    Field definitions

    Required field: *

    Activity

    Specify the type of stop to which the condition applies. The options are:

    * Both (pickup and drop)

    • Pickup

    • Drop

    Bill To

    Applicable only to default load requirements recorded for a company

    The checkbox is not selectable in Oil Field Order Entry.

    Commodity

    If the condition applies to a specific commodity, select the commodity.

    Defaulted

    Indicates whether the load requirement is a default requirement recorded for the company or the commodity

    Equip*

    Specify the resource type to which the condition applies. The options are:

    • Driver

    • Tractor

    • Trailer

    • Carrier

    Note: The resource type selected in this field determines the options that will be displayed in the Requirement field.

    Expiration Date

    Specify the date the requirement expires and will no longer be applied on an order.

    Note: Applicable only to default load requirements.

    Mandatory *

    Specify whether the requirement is a must or a should condition.

    Not *

    Specify whether the requirement is met by the presence of the criteria or the absence of it. The options are:

    • Have/be

    • Not have/not be

    Order Header#

    If a company ID is selected in the load requirement Stop field, the system automatically inserts the order header number in the OrderHeader# field. The field is read-only.

    Overridable

    Applicable only to default load requirements

    If the checkbox was selected in the default requirement, you have the option to override it for the order.

    Qty

    Applicable only for trailers for which an inventory quantity was recorded on the Inventory tab in its profile

    If needed, specify the accessory quantity required for the trip. When a trailer is assigned to the trip, the system will check the quantity recorded in the trailer’s profile. If the quantity is less than the amount recorded for the load requirement, the system will display a warning. For a must requirement, it also will prevent dispatch of the trailer.

    Requirement*

    Select the applicable accessory/qualification from the drop-down list.

    Notes:

    1. Accessories are defined using the CarQual, DrvAcc, TrcAcc, and TrlAcc labels in the System Administration application. The options displayed reflect your selection in the Equipment field.

    2. For tractors and trailers, the list does not distinguish between inventory and non-inventory items.

    Stop

    If the condition is applicable at a particular stop, select the company ID for that stop.

  1. To add another load requirement, repeat Steps 2 and 3.

  2. Click image20 Save.

Adding a note

A note allows you to convey information about an order to other users who access the order. In Oil Field Order Entry, you can:

  • Attach, view, edit, and delete order-type notes for an order.

  • View, edit, and delete notes that were attached to the profiles of companies and resources listed on the order.

    Notes:

    1. The Oil Field Order Entry Notes tab does not display notes attached to a commodity profile.

    2. If you edit a note attached to a profile, you affect the note wherever it appears.

For more information about notes, see Entering and working with notes.

To add a note to the order:

  1. Click the Notes tab.

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  1. . At the right side of the tab, click image18 Add. The system adds a note row to the tab.

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  1. . Complete fields as needed for the note.

    Field definitions

    Required field: *

    Expires

    Date the note no longer applies

    Id

    The note’s system-assigned ID

    This field is read-only.

    Note: If you add a note to the grid and then delete it, the system discards the Id number. The next note you add uses the next available number.

    LastUpdated

    Displays the date/time the note was last modified

    This field is read-only.

    LastUpdatedBy

    Displays the ID of the last person who modified the note

    This field is read-only.

    SentBy

    Free-form field where you can enter the name of the person who sent the note

    SentOn

    Select the date when the note was sent.

    Sequence

    The system will automatically assign a number in this field. You can change this to any number from 0 to 9999.

    Notes:

    1. By default, the system assigns the number 1 to the first note, 2 to the second, and increments all subsequent numbers by one.

    2. To sort the notes by Sequence number, click the column header.

    3. You may assign the same Sequence number to more than one note. If more than one note has the same number, the note that was added most recently is displayed at the top of the window.

    Table

    Displays the name of the database table where the note is recorded

    For example, company, driver, orderheader. This field is read-only.

    TableCopiedFrom

    This display-only field will be blank

    TableKey

    Identifies the record to which the note is attached

    • For notes attached to a trip or stop, this field displays the trip or stop number.

    • For notes attached to a master profile, this field displays the profile ID.

    Text

    Free-form note text

    Type

    The note’s primary subject matter

    Note: Options are created in the NoteRe label in TMWSuite System Administration.

    Urgent

    Select the appropriate option:

    • Note

      The note is informational only (default).

    • Urgent

      The note is of critical importance.

    ViewLevel

    Who can see the note

    • Unknown

    • Internal Only

    • OK for external use

    • Agent Only

  1. To add another note, repeat Steps 2 and 3.

  2. Click image20 Save.

Deleting a note

To delete a note, follow these steps:

  1. In the Notes tab, scroll to and select the note you want to delete.

  2. Click image27 Collapse at the right side of the Notes tab.

  3. The system asks you to confirm the deletion. Confirmation messages and the results of deleting the note vary with note type.

    • If you delete an orderheader-type note, i.e., one that was added to the order in Oil Field Order Entry, you delete it from the current order, only. The confirmation message states, "Are you sure you want to delete the current selected note?"

    • If you delete a note that was attached to the profile of a company, resource, etc., you remove the note from the profile, and from any other order where it might appear. The confirmation message identifies the record to which the note is attached. For example, "By deleting a note attached to a Company, it will no longer appear on any order with this Company. Are you sure you want to delete the current selected note?"

Click Yes to delete the note.

  1. Click image20 Save.

Creating a multi-order job for oil field orders

Like Call On Demand Order Entry, Oil Field Order Entry allows you to create multi-order jobs. The process is much the same in both windows:

  • You create the order and set its Dispatch status to Job.

  • Before saving the order, you enter the number of jobs ordered.

The difference between creating multi-order jobs in the two windows is in accessing the Additional Info window. In Oil Field Order Entry, you enter the number of required orders on the Additional Info tab, using the Job Ordered field.

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For more information, see Creating a multi-order job in Call On Demand Order Entry.

Viewing other order information

The Order Information section contains tabs that display read-only information about the order.

Order Information flyout

The Order Information tab displays the leg, movement, order, and order header IDs associated with an order. To view the contents, click the tab.

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If the order is a consolidation:

  • The Order Information tab turns red and displays a C.

  • The Order Number field displays the IDs of individual orders making up the consolidation.

  • The Order header section displays a tab where you can view details of each order.

  • Clicking the Order Information tab displays information for all the consolidated orders.

    Show me

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Audit Log flyout

The Audit Log tab displays a record of changes to the order, when the changes were made, and the login ID of the person making the changes. This information is available only when you are set up to track changes to orders.

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Saving the order

When you have entered all required information, click image20 Save.

One of the following occurs:

  • If the save is successful, the system will assign a numeric order number to your record. The order will be set to an Available (AVL) status, unless you manually changed the status before you saved.

    Note: If you manually assigned an ID, the system saves the order using that ID.

  • If you have failed to make required entries, you will receive a Save Warnings/Errors message when you attempt to save. Close the window, go back to the order, and enter the required data.

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Looking up an existing order in Oil Field Order Entry

You can retrieve existing orders by entering a system ID code, asset ID code, or reference number. You enter this information in the order header’s lookup fields.

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  • In the first field, use the drop-down list to select the type of record you want to use for the lookup.

  • In the second field, enter the ID for a specific record.

You can use these system ID codes to look up an order:

  • Order number

  • Order header number

  • Move number

  • Trip segment number

  • Leg number

You can use these asset ID codes to look up an order:

  • Driver

  • Tractor

  • Trailer

You can also use a reference number or barcode number to look up an order when one or more has been recorded on the order header.

  1. In Oil Field Order Entry, you can retrieve an order that was created in Call On Demand Order Entry.

  2. When you create an order in Oil Field Order Entry, the Order Information flyout tab displays the system-assigned order number, leg number, move number, and order header number.

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Using a system ID to look up an order

Each time you record an order in Fuel Dispatch, the system automatically assigns these unique system ID numbers to the order:

  • Order number and order header number (usually the same number)

  • Movement number that identifies all activities performed by the resources assigned to the trip

  • Trip segment (or leg) that identifies each time a different driver and/or tractor is assigned to the movement

    1. Go to Application > Oil Field Order Entry.

    2. In the first lookup field, select one of the following:

      • Order

      • OrderHDRNumber

      • Move

      • TRIPSEG

      • Leg

    3. In the second lookup field, enter the system ID number.

    4. Click image39 Open.
      The order opens in the window.

Using an asset ID code to look up an order

After assets have been assigned to an order, you can look up the order using an asset ID code.

  1. Go to Application > Oil Field Order Entry.

  2. In first lookup field, select one of the following:

    • Driver

    • Tractor

    • Trailer

  3. In the second lookup field, enter an ID code for the selected asset type.

  4. Click image39 Open.
    The asset’s most recent order or most recently completed order is displayed.

    • If searching by tractor ID, the tractor’s most recent order is displayed.

    • If searching by trailer ID, the trailer’s most recently completed order is displayed.

    • If searching by driver, either the most recent order or most recently completed order is displayed, depending on the tractor and trailer assigned to the order.

Using a reference number to look up an order

First available in Fuel Dispatch: 16.10.28.0

If one or more reference numbers have been recorded on the order header, you can use a reference number to look up the order.

  1. Go to Application > Oil Field Order Entry.

  2. In first lookup field, select Reference.

  3. In the second lookup field, enter the reference number.

  4. Click image39 Open.
    If the same reference number was used on more than one order, the most recent order is displayed.

  1. Your company defines reference number types using the ReferenceNumbers label.

  2. You can search for orders based on a reference number recorded on the order header. You cannot search for orders based on reference numbers recorded in the Freight Detail or Stop Detail grid.

Using a barcode number to look up an order

First available in Fuel Dispatch: 16.10.28.0

If one or more barcodes have been recorded on the order header, you can use a barcode to look up the order.

  1. Go to Application > Oil Field Order Entry.

  2. In the first lookup field, select Barcode.

  3. In the second lookup field, enter the barcode number.

  4. Click image39 Open.
    If the same barcode number was used on more than one order, the most recent order is displayed.

  1. Your company defines the barcode reference number type in the Reference Number label. To look up orders by barcode number, you must have BCD# in the Abbr field.

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  2. You can also select Reference in the first lookup field to retrieve orders by barcode number.