The following four changes were made to improve the scheduling capabilities
There is a new menu item “Assign Trucks” as shown below. This entry is only visible on the current and future dates.
When the item is clicked, the below modal dialog is displayed like what is shown below. It allows filtering the data by
This new dialog also helps those that may know the driver’s name and not the truck number.
The search results will be displayed by selecting the search criteria and clicking the “Search” button.
Selecting the desired trucks and clicking the “Add to Schedule” button will add the selected trucks to the schedule and close the dialog.
The search results won’t include:
If you want to receive audible alerts when notifications are received, you can change this in your user settings.
Click on your profile image at the top of the screen and then click on “My Settings” as shown to the right. This will display a dialog where you can check the checkbox to start hearing audible alerts when you have new notifications.
Previously, you had to change the utilization by double-clicking on every truck that you want to change. With this change, you can assign the same utilization to multiple trucks at once. If you are on a line where you want to change the utilization for multiple trucks, you can select the “Change Utilization” menu item as shown below.
This will display a dialog that allows you to set the utilization for the associated trucks. Upon closing the dialog, all trucks will be updated to the entered value. This only applies to the currently assigned trucks. Future trucks that are added will have the utilization they would get through the normal utilization assignment rules.
There may be cases where the dispatchers don't add the jobs with the appropriate UOM or other values. The current process is cumbersome for the back-office to go back into the order to change these values. This change makes it easy for the back-office to change the UOM, to set the rate, or change drivers and trucks without having to go to the schedule.
This new ticket entry process mimics the process that many people use for processing their tickets. If you have a stack of tickets organized by driver for the day, you will find it easy to step through each driver on the screen, checking and editing any entries that aren’t correct since they are organized by driver and then by job.
This new option is accessed via the BackOffice menu item, using the new “Tickets by Driver” menu item.
Prior to reviewing tickets for a day, the dispatcher should have marked all orders as complete for this date. If there are open orders, these tickets won’t be displayed. You will see a message if this is the case so you will know to remind the dispatcher to close the orders.
Each combination of driver/order line will have an expandable section as shown in the image below. At the top is the order line / driver information.
By default, the ticket datatable is hidden. Clicking the indicator expands the section to show the datatable.
The person using this view will be able to edit any of the information related to the order line if the order line has been closed and no tickets have been billed. If a tickets have been billed on this order line, the controls are disabled so they can’t be edited.
All columns in the ticket datatables are editable except the UOM. The UOM has to be the same as the UOM in the order line. If you want to change the UOM, you have to do it in the order line. When the UOM is changed in the header of the control the associated tickets will show that same UOM.
If the setting “Don't validate driver and truck assignments on tickets” is unchecked (false), the “Change Driver” option will check to see if this driver was assigned to this truck on this date. If not, the you’ll see an alert with the message “This driver wasn’t assigned to this truck for the specified date. Are you sure you want to make this change?” If you select “Yes” the ticket will be updated to reflect this new driver/truck combination.
If the setting “Don't validate driver and truck assignments on tickets” is unchecked (false), the “Change Driver” option won’t display an alert even if the driver assignment doesn’t exist.
You can tab through the rows and columns. Pressing tab from the last column in the last truck row, will automatically add a new row. If no data is entered, the row doesn’t get saved. If any of the cells have data entered and you exit the row, the data is saved with the partial ticket data.
There is a button in the bottom right corner of each section to allow adding new tickets.
If the setting “Don't validate driver and truck assignments on tickets” is unchecked (false) and a truck is added/edited on a ticket and there is no existing entry for this combination of driver and truck, you’ll see an alert with the message “This driver wasn’t assigned to this truck for the specified order line. Are you sure you want to make this change?” If you select “Yes” the ticket will be updated to reflect this new driver/truck combination.
If the setting “Don't validate driver and truck assignments on tickets” is unchecked (false), the above validation isn’t done upon changing the truck.
If the driver is changed in the main block, you’ll see an alert “These tickets were added for a different driver. Are you sure you want to change the associated tickets to this other driver?” If “Yes” is selected, all tickets would be updated to reflect this.
If there are tickets with no driver specified, they will show as an expandable section at the bottom of the screen. Setting the driver in the header of the section will update all tickets to reference this driver.
If you only want to change a single ticket to a specified driver, then use the “Change driver” option on the menu for that ticket row. When a driver is changed, the ticket will be displayed in the appropriate section. If that section doesn’t yet exist, it gets added.
The way that we were previously managing sub-contractor rates was not seeing much use, so we overhauled this functionality based on your suggestions. These new changes allow capturing the rate you will pay the lease hauler at the order line item level. Then, if you have specified a rate and are tracking the tickets generated by the sub-contractors, you can generate a pay statement for them. The following sections explains these changes.
New controls were added to the Quotes and Orders to track lease hauler rates.
As shown below, a new column has been added to the line item datatable for both quotes and orders. It has a header of “LH Rate”.
The quote and order line detail view that is opened from the action button “Edit” command, has a new input control added to allow you to add/edit the lease hauler rate for the line item.
The Lease Hauler rate on the order line will default to the value in the quote if one exists.
A new option has been added to create Lease Hauler pay statements like what is done for the driver pay statements. This new option is accessed from a new menu item under the Lease hauler menu as shown to the right.
You can create a new pay statement using the “Add LH Statement” button in the top right of the screen. Upon selecting the appropriate lease haulers and date range, a new pay statement is generated. You can leave the date range blank and all open tickets will be used for the selected lease haulers.
When you choose to print a Lease Hauler Statement, the data is exported to a csv file so you can open it in Excel and do any additional calculations and format as desired.