cats:procedures:traffic:trucking

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cats:procedures:traffic:trucking [2024/11/14 16:43] amandacats:procedures:traffic:trucking [2024/11/14 19:06] (current) amanda
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 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.  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>Ask NDS for help with turning on the trucking feature.</note>+<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==== ====Setting up Trucking Charges====
-First, you will need to turn on the setting to attach trucking charges to a DO. +First, you will need to turn on the setting to attach trucking charges to a DO.\\  
-===Turning on Trucking Tracking===+
 Go to **File > Maintenance > Setup > Traffic Setup**.\\   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.}}]+[{{:cats:procedures:traffic:trucking_trafficsetup_open.png|Go to File Maintenance Setup Traffic Setup to access the setting.}}]
  
 Select the **Traffic Orders** tab.\\  Select the **Traffic Orders** tab.\\ 
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 [{{:cats:procedures:traffic:trucking_setupreasonslist.png|Enter reasons separated by line, then select OK.}}] [{{:cats:procedures:traffic:trucking_setupreasonslist.png|Enter reasons separated by line, then select OK.}}]
  
-Pick Save on the Traffic Setup screen to proceed.+Pick Save on the Traffic Setup screen to proceed.\\ 
  
 ====Adding Trucking Charges to a DO==== ====Adding Trucking Charges to a DO====
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 ===Entering Details for a Trucking Charge=== ===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: 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. +  * **Broker**: An account code linked to the trucking broker or carrier. 
-* **Carrier**: A freeform field to list the carrier name. +  * **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. +  * **Cost Code**: Cost code, linked to a G/L code set up elsewhere in the system. 
-* **Amount**: Amount of trucking charge.+  * **Amount**: Amount of trucking charge.
 Optional: Optional:
   * **Surcharge**:    * **Surcharge**: 
   * **Tracking**: A tracking number for this shipment.   * **Tracking**: A tracking number for this shipment.
-* **Billable**: Amount + Surcharge that is billable to the customer (see below).\\ +  * **Billable**: Amount + Surcharge that is billable to the customer (see below).\\ 
 ===Choose the Billing Type=== ===Choose the Billing Type===
 For a shipment that will be billed to a customer, make sure the **Bill to customer** box is checked. \\  For a shipment that will be billed to a customer, make sure the **Bill to customer** box is checked. \\ 
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 Then, select **Save** to continue. 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. Once you have finished with the trucking charge, you can leave the DO and work in CATS.
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 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. 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.
  
-====The Trucking Report==== +====Reviewing Trucking Entries==== 
-Under **Traffic > Trucking**, you can see a list of the trucking charges that have been entered into the system. +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. 
 + 
 + 
 + 
  
  
  • cats/procedures/traffic/trucking.1731602587.txt.gz
  • Last modified: 2024/11/14 16:43
  • by amanda