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Last modified on 7/30/2015 11:52 AM by User.

Job Tracking Rules and Options

 

 

 

 

 

Job tracking

 

Tables, Rules and Options

 

 

 

Table of contents

Screens and fields

2/1. Change existing orders

3. Department entry & editing

4. Delivery entry & editing

8. Pickup entry & editing

Appendix

21. Delivery rules

23. Pickup rules

32/6. Job tracking options

 

 

 

 

 

Overview: Map each screen field to the table, rule, or option that controls it.

 

Screens and fields

2/1. Change existing orders

program name: jthent                Tables,                       Rules,               Options,

The job tracking header screen.

 

Field on screen.

What controls this field?

Footnote

1

2

3

4

01. Order #        :

Term assignments

Default division

1)

02. Customer #     :

 

 

 

03. Date Opened    :

 

 

 

04. Time Opened    :

 

 

 

05. Date Job Wanted:

JOBTRK’TIME

 

2)

06. Time Job Wanted:

JOBTRK’TIME

 

2)

07. From order entry      :

INI’ORDERED’BY’REF

INI’ORDERED’BY’LABEL

3)

08. Day Phone#     :

 

 

 

09. Night Phone #  :

 

 

 

10. From order entry      :

INI’PROJ’NUM’REF

INI’PROJ’NUM’LABEL

3)

11. From order entry      :

INI’PO’NUM’REF

INI’PO’NUM’LABEL

3)

12. From order entry      :

INI’WORK’ORDER’REF

INI’WORK’ORDER’LABEL

3)

13. Pick Up Number :

Pickup rules

06. JT Rules

4)

14. Send invoice with job?:

 

 

15. Ship via       :

Shipment methods

 

5)

16. Driver name#   :

06. Driver name

25. Driver name

6)

17. Vehicle #      :

07. Driver unit

26. Unit #

6)

18. Amount         :

08. Amount

27. Amount

6),7)

19. Received date  :

09. Receive-by

28. Receive date

6)

20. Received time  :

10. Received-by

29. Receive time

6)

21. Received by    :

10. Received-by

30. Received by

6)

22. Departments    :

        

INI’CUST’SERVICE’DPT

INI’CUST’PICKUP’DPT INI’DELIVERY’DPT INI’FREIGHT’DPT

INI’FINAL’DEPARTMENTS

INI’REQ’DPT’ANY

INI’REQ’DPT’ALL INI’RUSH’DPT

8)

 

13. Allow DEPT

14. Dept code

 

9)

         Status    :

INI’STAT’FUTURE INI’STAT’CLOSED

INI’STAT’BLANK

 

10)

23.OPEN/CLOSE DEPARTMENTS

 

 

24.PRINT TRACKING ORDER

 

 

25.ENTER DELIVERY SLIP

05. Allow slip

11)

26.PRINT SHIPPING LABELS

 

 

Other features

 

 

 

New orders prompt for cashier #

INI’ASK’CASHIER

12)

         

 


 

Footnotes:

1)      See task “32/5. Terminal assignments”. Column B specifies if the terminal is restricted to a single division or allowed to work with all divisions.  If this terminal is restricted to a single division, then the orders that are not assigned to that division will not be allowed.   If this terminal allows all divisions then any order # will be allowed.

 

2)      See Software maintenance task “32/9 Subtask password maintenance”. Uncomment the line for JOBTRK’TIME to require a password when date/time fields are changed.

 

3)      These are special fields that point to existing fields on the Order Entry shipping screen.  Which fields are used is controlled in task “32/6. Job tracking options” for the parameter names shown next to the field.

 

4)       This is the pickup number from the original pickup that brought the job materials into the shop.  This will fill itself in automatically if the pickup rule assigned to this shipment method (field 15) has a “P” in its field “06. JT Rules”.  See task “23. Pickup rules” field “06. JT Rules”.

 

5)      Ship via must be one of the shipment methods that has a delivery rule assigned. See task “32/3. Shipment methods” and task “21. Delivery rules”.

 

6)      These fields are controlled by the delivery rule assigned to the shipment method used for this order. Use Task “21. Delivery rules” to specify which fields are allowed, or required and what the field labels should be. Columns 2 and 3 in the table above show which delivery rule field number applies to the job tracking header entry screen field.

 

7)      See the task “32/6 Job Tracking options” parameter named TRACK’DLVAMT.  There can be a default delivery amount for every order. It can be an actual amount or just a minimum amount. 

 

8)       See task 32/6. Job tracking options to specify special departments that must be included in every order or need some special action.

 

9)      See task “21. Delivery Rules” fields 13 and 14 to specify a different delivery department code for each shipment method (if needed).  If the dept code in the delivery rule is left blank then the parameterINI’DELIVERY’DPT  from task “32/6. Job tracking options” will be used.

 

10)   See task “32/6. Job tracking options” to specify which character will be displayed and printed for open/closed and active departments.  It is unwise to change these after tracked orders have already been created.

 

11)  See task 21. Delivery Rules, Field “05. Allow Slip” for the delivery rule that is assigned to the shipment method used for this order.  It says if delivery slips are allowed or required.

 

12)  See task “32/6. Job tracking options” parameter name INI’ASK’CASHIER  to specify if new orders should prompt for the cashier #.

 

 

3. Department entry & editing

program name: jtdent                Tables,                       Rules,               Options

 

Field on screen.

What controls this field?

Footnote

1

2

3

4

01. Order #        :

Term assignments

Default division

1)

02. Department     :

Term assignments

Default dept

2)

03. Date opened    :

JOBTRK’TIME

 

3)

04. Time opened    :

JOBTRK’TIME

 

3)

05. Date closed    :

JOBTRK’TIME

 

3)

06. Time closed    :

JOBTRK’TIME

 

3)

07. Notes     :       

 

 

 

Any change?

 

 

 

Other features

 

 

 

F6=Invoice this order

Dept table

Invoice rules

4)

F1=Open this dept

 

 

F10=Close this dept

 

 

F2=Print Labels

 

 

F4=Delivery slip

 

 

         

 

Footnotes:

1)      See task “32/5. Terminal assignments”. Column B specifies if the terminal is restricted to a single division or allowed to work with all divisions.  If this terminal is restricted to a single division, then the orders that are not assigned to that division will not be allowed.   If this terminal allows all divisions then any order # will be allowed.

 

2)      See task “32/5. Terminal assignments”. Column A specifies if the terminal is restricted to a single department or allowed to work with all departments.  If this terminal is restricted to a single department, then the cursor will automatically go to the first occurrence of that dept in the dept list.   If this terminal allows all departments then the operator must manually move the cursor to select the desired department. 

 

3)      See Software maintenance task “32/9 Subtask password maintenance”. Uncomment the line for JOBTRK’TIME to require a password when date/time fields are changed.

 

4)      See task “32/2. Department codes”.  This table has an “invoice rule” (column C) for each dept code to say if the dept must be active or closed before the order can be invoiced. If every department on this order satisfies its own invoice rule, then “F6=Invoice this order” will be displayed and allowed.

 

 

 

4. Delivery entry & editing

program name: jtvent                            Tables,                       Rules,               Options

Delivery Slip

Field on screen.

What controls this field?

Footnote

1

2

3

4

01. Order Number   :

 

 

 

02. Delivery #     :

 

 

 

03. Delivery date  :

 

 

 

04. Delivery Time  :

 

 

 

05. Company        :

 

 

 

06. Address #1     :

 

 

 

07. Address #2    :       

 

 

 

08. Zip code       :

 

 

 

09. Phone #        :

 

 

 

10. Ship via       :

 

 

 

11. Attention      :

 

 

 

12. # Packages     :

 

 

 

13. thru 23.  pkgs :

 

 

 

      Delivery info

 

 

24. Driver name    :

19. Driver name

25. Driver name

1)

25. Vehicle        :

20. Driver unit

26. Unit #

1)

26. Delivery fee   :

21. Amount

27. Amount

1)

27. Received by    :

22. Received by

30. Received by

1)

28. Receive date   :

 

28. Receive date

1)

29. Receive time   :

 

29. Received time

1)

Any change?

 

 

 

Other features

 

 

 

F2=Shipping labels

 

 

F3=Delete this delivery

 

 

F4=Print slip

INI’ASK’QUALITY

2)

         

 

Footnotes:

1)      These fields are controlled by the delivery rule assigned to the shipment method used for this delivery. Use Task “21. Delivery rules” to specify which fields are allowed, or required and what the field labels should be. Columns 2 and 3 in the table above show which delivery rule field number applies to the delivery entry screen field.

 

2)      See task “32/6. Job tracking options” INI’ASK’QUALITY parameter to specify if it should prompt for the quality checker salesperson # before printing the delivery slip for the first time.  WhenINI’ASK’QUALITY=”Y” a phrase “Quality checked by …” will print on the delivery slips.

 

 

 

8. Pickup entry & editing

program name: jtpent                Tables,                       Rules,               Options

Pickup Slip

Field on screen.

What controls this field?

Footnote

1

2

3

4

01. Pick-up Number :

 

 

 

02. Customers Name :

 

 

 

03. Address        :

 

 

 

04. Address #2     :

 

 

 

05. Zip Code       :

 

 

 

06. Contact Person :

 

 

 

07. Contact Phone :       

 

 

 

08. Desc./Notes    :

 

 

 

09. Recurring      :

INI’PICKUP’SCREEN

 

1)

10. Pick-up Method :

INI’PICKUP’METHOD

 

2)

11. Driver name    :

07. Driver name

14. Driver name

3)

12. Vehicle #      :

08. Unit #

15. Unit #

3)

13. Pick-up fee    :

09. Amount

16. Amount

3)

      Tracked Events

 

 

14. Customer Called:

10. Call time

17. Call time

3)

15. Driver assigned:

11. Assign time

18. Assign time

3)

16. Picked up job  :

12. Pickup time

19. Pickup time

3)

17. Arrived        :

13. Arrive time

20. Arrive time

3)

18. Sales Order #  :

 

21. Order #

3)

Any change?

03. When ready

04. Open order

4)

Other features

 

 

 

F1=Picked up job

 

 

F2=Print Pick-up

 

 

F3=Open Sales Order

04. Open Order

5)

F10=Arrived back here

 

 

         

 


 

Footnotes:

 

1)      Recurring pickups automatically add themselves back the next day.  See task “32/6. Job tracking options”. Set INI’PICKUP’SCREEN=R to allow recurring pickups, otherwise this line on the screen will be blank.

 

2)      See task “32/6. Job tracking options”. Set INI’PICKUP’METHOD to specify the default pickup method for new pickups.

 

 

3)      These fields are controlled by the pickup rule assigned to the shipment method used for this order. Use Task “23. Pick-up rules” to specify which fields are allowed, or required and what the field labels should be. Columns 2 and 3 in the table above show which pick-up rule field number applies to the pickup entry field.

 

4)      After all entries/changes are made to the pickup, the program will check the pickup rules to see what to do next.  If the pickup is ready for an order it can jump directly to order entry and open an order for this pickup.  Use Task “23. Pick-up rules”  field # “3. When ready” to specify the conditions that make a pickup “ready” for an order and use field # “4. Open Order” to specify what pickup entry should do when the pickup is “ready”.

 

5)      See Task “23. Pick-up rules”  field # “4. Open order” to specify if F3 is allowed to jump to order entry.  If this rule does not contain a “3” then the F3 prompt will not appear on the pickup entry screen.

 

 

 

 

Appendix

21. Delivery rules

Delivery rules will not be active until they are assigned to a particular shipment method in 32/3. Shipment methods.   Shipment methods that do not have a delivery rule assigned, cannot be used in job tracking.

 

Field

Field label

Description

01

Rule Name

10 character name for this rule

02

Description

25 character description for this rule

03

Notes

A long description for this rule

04

Cust pickup

Y/N This is a “customer pickup”. No delivery.

 

Job Header

Rules for the job header screen

05

Allow slip

Y/N/R  Are you allowed to enter a delivery slip from job entry?

06

Driver info

Y/N/R  Is driver info allowed?

07

Driver name

Y/N/R Is driver name allowed?

08

Driver unit

Y/N/R Is vehicle number allowed?

09

Amount

Y/N/R Is Delivery fee allowed?

10

Received-by

Y/N/R Is “Received-by” name allowed?

11

Print router

Y/N/R Can the Job router document be printed?

12

Closed when

When is job header to be considered closed?

 

Delivery DEPT

Rules for the list of departments in a job

13

Allow DEPT

Y/N/R Is a delivery dept allowed?

14

Dept code

What is the delivery dept code?

15

Open when

When should departments be considered open?

16

Closed when

When should departments be considered closed?

 

Delivery SLIP

Rules for Split delivery entries

17

Allow SLIP

Y/N/R Are separate delivery slips allowed for each split delivery?

18

Driver info

Y/N/R  Is driver info allowed?

19

Driver name

Y/N/R Is driver name allowed?

20

Driver unit

Y/N/R Is vehicle number allowed?

21

Amount

Y/N/R Is Delivery fee allowed?

22

Received-by

Y/N/R Is “Received-by” name allowed?

23

Print slip

Y/N/R Can the delivery slip be printed?

24

Closed when

When is the delivery slip be considered closed?

 

Field Lables

What label should other programs use for these fields?

25

Driver name

The screen label for the driver name field.

26

Unit #

The screen label for the vehicle number field

27

Amount

The screen label for the Delivery Fee field

28

Receive date

The screen label for the “Receive date” field

29

Receive time

The screen label for the “Receive time” field

30

Received by

The screen label for the “Received by” field

 

 

 

 

23. Pickup rules

Pickup rules will not be active until they are assigned to a particular shipment method in 32/3. Shipment methods.   Shipment methods that do not have a pickup rule assigned, cannot be used in job tracking pickup entry.

 

Field

Field label

Description

01

Rule Name

10 character name for this rule

02

Description

25 character description for this rule

 

When is a pickup ready for a sales order?

 

Pick-up entry rules

Rules for 6/4/23 Pickup entry

03

When ready

When is a pickup ready for a sales order?

04

Open Order

How should pickup entry go to order entry?

 

Order entry rules

Rules for 6/4/1 Order entry

05

After order

What should order entry do after the order is entered?

 

Job Tracking rules

Rules for 6/4/2 Tracked orders management

06

JT rules

What should job tracking header entry do for ready pickups?

 

 

 

 

Field Lables

What label should pickup-entry use for these fields?

07

Driver name

The screen label for the driver name field.

08

Unit #

The screen label for the vehicle number field

09

Amount

The screen label for the Pickup Fee field

10

Call time

The screen label for the “Called time” field

11

Assign time

The screen label for the “Assigned time” field

12

Pickup time

The screen label for the “Pickup time” field

13

Arrive time

The screen label for the “Arrive time” field

 

Field Permissions

Y/N/R are these fields allowed in Pickup Entry?

14

Driver name

Is driver name allowed?  Y/N    R=Required

15

Unit #

Is vehicle # allowed?

16

Amount

Is pickup fee allowed?

17

Call time

Is Call time allowed?

18

Assign time

Is Assign time allowed?

19

Pickup time

Is Pickup time allowed?

20

Arrive time

Is Arrive time allowed?

21

Order #

Is the order # field allowed?

 

 

 

 

 

32/6. Job tracking options

Choose this task to see or change generic options for job tracking features.

JTK’TIME’FORMAT

Show time in 12 or 24 hour clock format

TRACK’USAGE

YES/NO is job tracking enabled?

Pickup/delivery fees

 

TRACK’PUAMT

Default pickup fee for every pickup

TRACK’DLVAMT

Default delivery fee for every delivery

TRACK’HISTORY’MONTHS

How many months of history to keep in history files

Mailing labels addresses

 

INI’MAIL’RULES

How to use mailing label addresses

Pickups

 

INI’PICKUP’METHOD

Default ship via code for new pickups

INI’PICKUP’SCREEN

Which fields to show on Pickup entry screen

INI’PICKUP’SLIP

Which fields to print on pickup slips

INI’PICKUP’MSG1

8 lines of text to print on pickup slips

 

 

Special salespeople

 

INI’ASK’CASHIER

Y/N Ask for cashier # on new orders

INI’ASK’QUALITY

Y/N Ask “Quality checked by” in delivery entry

INI’QUALITY’SLP’TYPE

Which salespeople can be quality checkers

Department status

 

INI’STAT’FUTURE

Do not change this

INI’STAT’CLOSED

Do not change this

INI’STAT’BLANK

Do not change this

 

 

Special fields

 

INI’ORDERED’BY’REF

Job header screen field 7 points to which Order entry field?

INI’PROJ’NUM’REF

Job header screen field 10 points to which Order entry field?

INI’PO’NUM’REF

Job header screen field 11 points to which Order entry field?

INI’WORK’ORDER’REF

Job header screen field 12 points to which Order entry field?

INI’ORDERED’BY’LABEL

Job header screen field 7 label

INI’PROJ’NUM’LABEL

Job header screen field 10 label

INI’PO’NUM’LABEL

Job header screen field 11 label

INI’WORK’ORDER’LABEL

Job header screen field 12 label

Special departments

 

INI’CUST’SERVICE’DPT

Dept code for “Customer Service”

INI’FREIGHT’DPT

Dept code for “shipping & handling” or “freight”

INI’DELIVERY’DPT

Dept code for “delivery”

INI’CUST’PICKUP’DPT

Dept code for customer pickup

INI’RUSH’DPT

Dept code for “rush job” orders

INI’REQ’DPT’ANY

At least one of these depts are required on every order

INI’REQ’DPT’ALL

All of these depts are required on every order

INI’FINAL’DEPARTMENTS

Every order must have one of these as the final dept

 

 

Auto-closed orders

 

INI’AUTO’CLOSE’DIV

These divisions get their orders automatically closed at night.

INI’AUTO’CLOSE’DRIVER

Driver to assign for orders that get automatically closed

INI’AUTO’CLOSE’UNIT

Vehicle # to assign for orders that get automatically closed