Differences

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

--- cats:procedures:traffic:trucking [2024/11/14 18:32] – [Reviewing Trucking Entries] amanda
+++ cats:procedures:traffic:trucking [2024/11/14 19:06] (current) – amanda
@@ Line 5: / Line 5: @@
 ====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**.\\
 [{{:cats:procedures:traffic:trucking_trafficsetup_open.png|Go to File > Maintenance > Setup > Traffic Setup to access the setting.}}]
@@ Line 24: / Line 24: @@
 [{{: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====
@@ Line 36: / Line 36: @@
 ===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.
+  * **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:
   * **Surcharge**:
   * **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===
 For a shipment that will be billed to a customer, make sure the **Bill to customer** box is checked. \\
@@ Line 50: / Line 50: @@
 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.
@@ Line 65: / Line 69: @@
 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.