Differences

This shows you the differences between two versions of the page.

--- cats:procedures:traffic:trucking [2024/11/13 19:46] – created amanda
+++ cats:procedures:traffic:trucking [2024/11/14 19:06] (current) – amanda
@@ Line 1: / Line 1: @@
-=====Trucking Charges on Traffic Forms=====
+=====Trucking Charges on Delivery Orders=====
-CATS allows you to add a trucking/freight charge to a traffic form. This lets you enter details about the shipment and also allows you to bill the freight to a customer.
+CATS allows you to add a trucking/freight charge to a delivery order (a DO or an IDO). This lets you enter details about the shipment and also allows you to bill the freight to a customer.
+<note tip>Although we refer to these items as trucking charges, they can also be used for other shipments such as drayage or freight.</note>
+====Setting up Trucking Charges====
+First, you will need to turn on the setting to attach trucking charges to a DO.\\
+Go to **File > Maintenance > Setup > Traffic Setup**.\\
+[{{:cats:procedures:traffic:trucking_trafficsetup_open.png|Go to File > Maintenance > Setup > Traffic Setup to access the setting.}}]
+Select the **Traffic Orders** tab.\\
+Click on the box next to **Enable trucking delivery tracking from the DO.**\\
+[{{:cats:procedures:traffic:trucking_trafficsettingenableandreasons.png|Click on the box next to Enable trucking delivery tracking from the DO.}}]
+Then, set up the Trucking Reasons.
+===Entering Reasons for Billing===
+The assumption on DOs is that trucking is billed to the customer. If you are **NOT** going to do this, you must choose a reason on each DO to bill to your own account.\\
+Click on the **Trucking Reasons...** button. A new box will pop up that prompts you to enter reasons for billing to your account instead of the client/customer account.\\
+Enter each reason using your keyboard. Each new line will be a reason. Select the **OK** button to continue.\\
+[{{:cats:procedures:traffic:trucking_setupreasonslist.png|Enter reasons separated by line, then select OK.}}]
+Pick Save on the Traffic Setup screen to proceed.\\
+====Adding Trucking Charges to a DO====
+Navigate to the DO or IDO that needs a trucking charge.
+Select **Truck** from the menu to enter a trucking entry.
+[{{:cats:procedures:traffic:trucking_selecttruckondo.png|Select Truck from the menu on a DO.}}]
+A new screen will pop up that prompts you to enter details for this trucking shipment.
+[{{:cats:procedures:traffic:trucking_emptytruckrecordondo.png|Trucking entry screen.}}]
+===Entering Details for a Trucking Charge===
+Fill in the correct Cost code in the top right on this screen. You MUST fill in the following fields:
+  * **Broker**: An account code linked to the trucking broker or carrier.
+  * **Carrier**: A freeform field to list the carrier name.
+  * **Cost Code**: Cost code, linked to a G/L code set up elsewhere in the system.
+  * **Amount**: Amount of trucking charge.
+Optional:
+  * **Surcharge**:
+  * **Tracking**: A tracking number for this shipment.
+  * **Billable**: Amount + Surcharge that is billable to the customer (see below).\\
+===Choose the Billing Type===
+For a shipment that will be billed to a customer, make sure the **Bill to customer** box is checked. \\
+Also, enter an amount in the **Amount** and **Billable** fields as well.\\
+[{{:cats:procedures:traffic:trucking_billtocustomerfilledin.png|Fill in the Billable field and pick Bill to customer.}}]
+Then, select **Save** to continue.
+For a shipment that you will pay, un-check the **Bill to customer** box, then select a reason why you are going to pay for the shipment yourself from the list.
+[{{:cats:procedures:traffic:trucking_billtoselffilledin.png|Un-check the bill to customer option and enter a reason.}}]
+Pick Save to exit back to the DO.
+Once you have finished with the trucking charge, you can leave the DO and work in CATS.
+====Adding an Invoice Item for a Trucking Charge====
+When you create a sale invoice that references this sale contract, CATS will add a trucking charge to the item for the appropriate amount of units or weight based on the location screen you pick.
+====Reviewing Trucking Entries====
+Under **Traffic > Trucking**, you can see a list of the trucking charges that have been entered into the system.\\
+[{{:cats:procedures:traffic:trucking_accesstrucking.png|Access the trucking area.}}]
+From here you can print reports, download a list of entries, or filter and search this list.\\
+[{{:cats:procedures:traffic:trucking_listofshipments.png|See a list of trucking entries under Traffic > Trucking.}}]
+By clicking on the menu item for **Tools > Show** delivered, you can see a list of entries that have been completed.\\
+[{{:cats:procedures:traffic:trucking_showdeliveredscan.png|Click on Tools > Show Delivered to see closed shipments.}}]
+===Printing a Trucking Report===
+Select Report from the scan menu to see a list of reports that you can print or create a new report.
+[{{:cats:procedures:traffic:trucking_listoftruckingreports.png|List of Trucking reports}}]
+Use the filters, columns, and orders to set up the report, then print it to review trucking entries.
+[{{:cats:procedures:traffic:trucking_reportoptions.png|Trucking Report Options}}]
+Then print the report.
-<note tip>Ask NDS for help with turning on the trucking feature.</note>