Locations - Revision history

Anw: Updated from version 1.00.13

2020-08-18T10:26:36Z

Updated from version 1.00.13

← Older revision		Revision as of 12:26, 18 August 2020
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	This screen allows you to maintain the locations in the system. You can select the locations created here in many places in the system, including:		This screen allows you to maintain the locations in the system. You can select the locations created here in many places in the system, including:
	* Carriers		* [[Carriers]]
	* Orders		* [[Orders]]
	* Trips		* [[Planning\|Trips]]
	* Fixed Routes		* [[Routes\|Fixed Routes]]


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	* ''Default Collection Depot'' - the location that would commonly collect from this location.		* ''Default Collection Depot'' - the location that would commonly collect from this location.
	* ''Default Delivery Depot'' - the location that would commonly deliver to this location.		* ''Default Delivery Depot'' - the location that would commonly deliver to this location.
	* ''Zone Code'' - a drop-down list of all location zones in the system. You can configure location zones in the [[Location Zones]] screen.		* ''Zone Code'' - a drop-down list of all location zones in the system. You can configure location zones in the [[Location Zones]] screen. If you do not enter a zone, the system will determine the correct zone when the location is saved.
	* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.		* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.
	* ''Link Location'' - any location considered to be in the same location as this location.		* ''Link Location'' - any location considered to be in the same location as this location.

Anw: v1.00.03 - Screenshots

2020-01-16T11:58:37Z

v1.00.03 - Screenshots

← Older revision		Revision as of 13:58, 16 January 2020
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	* Trips		* Trips
	* Fixed Routes		* Fixed Routes


			<gallery widths=600px heights=340px perrow=1>
			Image:CTLTMS_Locations.png\|''Locations''
			</gallery>

Anw: Minor formatting changes.

2019-11-18T16:15:58Z

Minor formatting changes.

← Older revision		Revision as of 18:15, 18 November 2019
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	\|Consol Job Unload \|\|Consol Job Unload \|\|Consol Job Unload \|\|DropDownList \|\|Enabled, Disabled		\|Consol Job Unload \|\|Consol Job Unload \|\|Consol Job Unload \|\|DropDownList \|\|Enabled, Disabled
	\|-		\|-
	\|Job Group Load \|\|Job Group Load \|\|Job Group Load \|\|TextBox \|\|		\|Job Group Load \|\|Job Group Load \|\|Job Group Load \|\|TextBox \|\|
	\|-		\|-
	\|Job Group Unload \|\|Job Group Unload \|\|Job Group Unload \|\|TextBox \|\|		\|Job Group Unload \|\|Job Group Unload \|\|Job Group Unload \|\|TextBox \|\|
	\|-		\|-
	\|Open Time \|\|Open Time \|\|Open Time \|\|TextBox \|\|Integer		\|Open Time \|\|Open Time \|\|Open Time \|\|TextBox \|\|Integer
	\|-		\|-
	\|Opening Pattern \|\|Opening Pattern \|\|A 7-character text string defining the open and closed days e.g. OOOOCC \|\|TextBox \|\|		\|Opening Pattern \|\|Opening Pattern \|\|A 7-character text string defining the open and closed days e.g. OOOOCC \|\|TextBox \|\|
	\|-		\|-
	\|Send Details Load \|\|Send Details Load \|\|Send Details Load \|\|DropDownList \|\|Enabled, Disabled		\|Send Details Load \|\|Send Details Load \|\|Send Details Load \|\|DropDownList \|\|Enabled, Disabled

Anw: Categorisation of document pages

2019-10-31T12:08:27Z

Categorisation of document pages

← Older revision		Revision as of 14:08, 31 October 2019
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	[[Category:Maintenance]]		[[Category:Maintenance]]
	[[Category:Geographical Data]]		[[Category:Geographical Data]]
			[[Category:UG 331692 CTL-TMS Reference Guide\|224-{{PAGENAME}}]]

Anw: Added - v1.00.01.31778 - buttons

2019-10-30T16:52:09Z

Added - v1.00.01.31778 - buttons

← Older revision		Revision as of 18:52, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* ~~'''~~New~~'''~~ - create a new record.		* {{Button\|New}} - create a new record.
	* ~~'''~~Save~~'''~~ - save a new record or changes to an existing record.		* {{Button\|Save}} - save a new record or changes to an existing record.
	* ~~'''~~Delete~~'''~~ - delete an existing record.		* {{Button\|Delete}} - delete an existing record.
	* ~~'''~~Help~~'''~~ - help on this screen.		* {{Button\|Help}} - help on this screen.
	* ~~'''~~Undo~~'''~~ - undo change made since last save.		* {{Button\|Undo}} - undo change made since last save.
	* ~~'''~~Clear~~'''~~ - clear all fields.		* {{Button\|Clear}} - clear all fields.
	* ~~'''~~Toggle~~'''~~ - toggle display of all accordion headers.		* {{Button\|Toggle}} - toggle display of all accordion headers.


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	* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.		* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.
	* ''Link Location'' - any location considered to be in the same location as this location.		* ''Link Location'' - any location considered to be in the same location as this location.


	== Special Requirements section ==		== Special Requirements section ==
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	You can set opening and closing times at this location for each day of the week.		You can set opening and closing times at this location for each day of the week.

	To edit or add new times, click the Edit button on the section header. The screen will display a pop-up window to enter opening and closing times for each day of the week.		To edit or add new times, click the {{Button\|Edit}} button on the section header. The screen will display a pop-up window to enter opening and closing times for each day of the week.

	You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.		You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.

Anw: Minor correction

2019-10-24T11:28:44Z

Minor correction

← Older revision		Revision as of 13:28, 24 October 2019
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	== Delivery section ==		== Delivery section ==
	* ''Loading Rate Code'' - a drop-down list of loading rates in the system. You can configure loading and unloading rates in the [[~~Loading Rates~~]] screen.		* ''Loading Rate Code'' - a drop-down list of loading rates in the system. You can configure loading and unloading rates in the [[Load Rate]] screen.
	* ''Unloading Rate Code'' - a drop-down list of unloading rates in the system. You can configure loading and unloading rates in the [[~~Loading Rates~~]] screen.		* ''Unloading Rate Code'' - a drop-down list of unloading rates in the system. You can configure loading and unloading rates in the [[Load Rate]] screen.
	* ''Default Collection Depot'' - the location that would commonly collect from this location.		* ''Default Collection Depot'' - the location that would commonly collect from this location.
	* ''Default Delivery Depot'' - the location that would commonly deliver to this location.		* ''Default Delivery Depot'' - the location that would commonly deliver to this location.
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	* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.		* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.
	* ''Link Location'' - any location considered to be in the same location as this location.		* ''Link Location'' - any location considered to be in the same location as this location.


	== Special Requirements section ==		== Special Requirements section ==

Anw: Added - v0.00.01.25

2019-10-23T14:26:09Z

Added - v0.00.01.25

← Older revision		Revision as of 16:26, 23 October 2019
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	~~== Vehicle Type section==~~		{{VehicleTypeSection}}
	~~You can set whether certain vehicle types are allowed or not allowed at this location.~~

	~~You can add whether vehicle types are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:~~
	* '''Vehicle Type''' - a drop-down list of the vehicle types configured in the system. You can configure vehicle types in the [[Vehicle Types]] screen.
	* '''Allowed''' - a check box controlling whether the vehicle type is explicitly allowed at this location.
	* '''Not-Allowed''' - a check box controlling whether the vehicle type is explicitly not allowed at this location.

	~~You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.~~


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	You can add whether vehicles are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:		You can add whether vehicles are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
	* '''Vehicle''' - a drop-down list of the vehicles configured in the system. You can configure vehicles in the [[Vehicles]] screen.		* ''Vehicle'' - a drop-down list of the vehicles configured in the system. You can configure vehicles in the [[Vehicles]] screen.
	* '''Allowed''' - a check box controlling whether the vehicle is explicitly allowed at this location.		* ''Allowed'' - a check box controlling whether the vehicle is explicitly allowed at this location.
	* '''Not-Allowed''' - a check box controlling whether the vehicle is explicitly not allowed at this location.		* ''Not-Allowed'' - a check box controlling whether the vehicle is explicitly not allowed at this location.
	* '''Warning''' - a check box controlling whether the user is warned if this vehicle is selected to visit this location.		* ''Warning'' - a check box controlling whether the user is warned if this vehicle is selected to visit this location.

	You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.		You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.


	~~== Transport Unit section ==~~		{{TransportUnitSection}}
	~~You can set whether certain transport units are allowed or not allowed at this location.~~

	~~You can add whether transport units are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:~~
	* '''Transport Unit''' - a drop-down list of the transport units configured in the system. You can configure transport units in the [[Transport Units]] screen.
	* '''Allowed''' - a check box controlling whether the transport unit is explicitly allowed at this location.
	* '''Not-Allowed''' - a check box controlling whether the transport unit is explicitly not allowed at this location.

	~~You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.~~

Anw: Added - v0.00.01.25

2019-10-23T08:14:48Z

Added - v0.00.01.25

@@ Line 53: / Line 53: @@
-== Address Details section ==
+{{AddressDetailsSection}}
@@ Line 91: / Line 75: @@
-== Parameters section ==
+{{ParametersSection}}
-You can select a parameter to add using the provided Select Parameter drop-down list and clicking the '''Add''' button.
+The following parameters are currently available:
 {| class="wikitable" border="1"
 |- bgcolor="silver"
@@ Line 125: / Line 104: @@
 |Send Job Unload	||Send Job Unload	||Send Job Unload	||DropDownList	||Enabled, Disabled
 |}
@@ Line 173: / Line 148: @@
-== Contacts section ==
+{{ContactsSection}}
-Any notes may be removed by clicking the '''x''' in the corner of the note.
+{{NotesSection}}
 [[Category:Maintenance]]
 [[Category:Geographical Data]]

Anw: Added - v0.00.01.25

2019-10-22T14:25:11Z

Added - v0.00.01.25

New page

This screen allows you to maintain the locations in the system. You can select the locations created here in many places in the system, including:
* Carriers
* Orders
* Trips
* Fixed Routes

You can query data by and/or choose to display data as follows:
* ''Code'' - the location code.
* ''Organisation Code'' - the organisation to which the location belongs.
* ''Type Code'' - the location type.
* ''Name'' - the name.
* ''Alternate Name'' - an alternate name.
* ''Address''.
* ''Address 2''.
* ''Address 3''.
* ''Town''.
* ''County''.
* ''Country Code''.
* ''Postcode''.
* ''Postal Region'' - a postal region for the address.
* ''Latitude'' - the GPS position of the address.
* ''Longitude'' - the GPS position of the address.
* ''Loading Rate Code'' - the loading rate code.
* ''Unloading Rate Code'' - the unloading rate code.
* ''Default Collection Depot'' - the location that would commonly collect from this location.
* ''Default Delivery Depot'' - the location that would commonly deliver to this location.
* ''Zone Code'' - the location zone.
* ''Time Zone Code'' - the timezone.
* ''Link Location'' - any location considered to be in the same location as this location.
* ''Active''.
* ''Created By''.
* ''Created Date''.
* ''Last Updated By''.
* ''Last Updated Date''.
* ''Last Active Change By''.
* ''Last Active Change Date''.
* ''Last Process Id''.
* ''Update Counter''.

The following actions are available on the Details panel:
* '''New''' - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* '''Help''' - help on this screen.
* '''Undo''' - undo change made since last save.
* '''Clear''' - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.

You can change or add the following information:

== Address Details section ==
* ''Code'' - the location code.
* ''Organisation Code'' - a drop-down list of all the organisations in the system. You can configure organisations in the [[Organisation]] screen.
* ''Type Code'' - a drop-down list of all the location types in the system. You can configure location types in the [[Location Types]] screen.
* ''Name'' - the name.
* ''Alternate Name'' - an alternate name.
* ''Address''.
* ''Address 2''.
* ''Address 3''.
* ''Town''.
* ''County''.
* ''Country Code'' - a drop-down list of all countries configured in the system. You can configure countries in the [[Countries]] screen.
* ''Postcode''.
* ''Latitude'' - the GPS position of the address.
* ''Longitude'' - the GPS position of the address.
* ''Postal Region'' - a postal region for the address.
A map will be displayed showing the location.

== Delivery section ==
* ''Loading Rate Code'' - a drop-down list of loading rates in the system. You can configure loading and unloading rates in the [[Loading Rates]] screen.
* ''Unloading Rate Code'' - a drop-down list of unloading rates in the system. You can configure loading and unloading rates in the [[Loading Rates]] screen.
* ''Default Collection Depot'' - the location that would commonly collect from this location.
* ''Default Delivery Depot'' - the location that would commonly deliver to this location.
* ''Zone Code'' - a drop-down list of all location zones in the system. You can configure location zones in the [[Location Zones]] screen.
* ''Time Zone Code'' - a drop-down list of all the timezones in the system. You can configure timezones in the [[Timezones]] screen.
* ''Link Location'' - any location considered to be in the same location as this location.

== Special Requirements section ==
Here you can indicate any special location requirements that have been configured for locations in the system. You can configure Location Requirements in the [[Requirements]] screen.

The following are currently available:
* Add Drop.
* Air Freight.
You can enabled a special requirement by clicking it, and disable it by un-clicking it.

== Parameters section ==
You can set parameters against the role to control functionality available at that location. If set here, this will over-ride any parameters set against the location type.

You can select a parameter to add using the provided Select Parameter drop-down list and clicking the '''Add''' button.



The following parameters are available:
{| class="wikitable" border="1"
|- bgcolor="silver"
!Label !!Description !!Long Description !!Type !!Values
|-
|Close Time ||Close Time ||Close Time ||TextBox ||Integer
|-
|Consol Job Load ||Consol Job Load ||Consol Job Load ||DropDownList ||Enabled, Disabled
|-
|Consol Job Unload ||Consol Job Unload ||Consol Job Unload ||DropDownList ||Enabled, Disabled
|-
|Job Group Load ||Job Group Load ||Job Group Load ||TextBox ||
|-
|Job Group Unload ||Job Group Unload ||Job Group Unload ||TextBox ||
|-
|Open Time ||Open Time ||Open Time ||TextBox ||Integer
|-
|Opening Pattern ||Opening Pattern ||A 7-character text string defining the open and closed days e.g. OOOOCC ||TextBox ||
|-
|Send Details Load ||Send Details Load ||Send Details Load ||DropDownList ||Enabled, Disabled
|-
|Send Details Unload ||Send Details Unload ||Send Details Unload ||DropDownList ||Enabled, Disabled
|-
|Send Job Load ||Send Job Load ||Send Job Load ||DropDownList ||Enabled, Disabled
|-
|Send Job Unload ||Send Job Unload ||Send Job Unload ||DropDownList ||Enabled, Disabled
|}

Once you have selected the parameter, you can enter the value - in general, the screen will validate the value or will provide a list of values to select, depending on the parameter settings.

You can remove a parameter by clicking the '''Delete''' button next to the parameter value.

== Opening/Closing Times section==
You can set opening and closing times at this location for each day of the week.

To edit or add new times, click the Edit button on the section header. The screen will display a pop-up window to enter opening and closing times for each day of the week.

You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.

== Vehicle Type section==
You can set whether certain vehicle types are allowed or not allowed at this location.

You can add whether vehicle types are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
* '''Vehicle Type''' - a drop-down list of the vehicle types configured in the system. You can configure vehicle types in the [[Vehicle Types]] screen.
* '''Allowed''' - a check box controlling whether the vehicle type is explicitly allowed at this location.
* '''Not-Allowed''' - a check box controlling whether the vehicle type is explicitly not allowed at this location.

You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.

== Vehicle section==
You can set whether certain vehicles are allowed or not allowed at this location.

You can add whether vehicles are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
* '''Vehicle''' - a drop-down list of the vehicles configured in the system. You can configure vehicles in the [[Vehicles]] screen.
* '''Allowed''' - a check box controlling whether the vehicle is explicitly allowed at this location.
* '''Not-Allowed''' - a check box controlling whether the vehicle is explicitly not allowed at this location.
* '''Warning''' - a check box controlling whether the user is warned if this vehicle is selected to visit this location.

You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.

== Transport Unit section ==
You can set whether certain transport units are allowed or not allowed at this location.

You can add whether transport units are allowed by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
* '''Transport Unit''' - a drop-down list of the transport units configured in the system. You can configure transport units in the [[Transport Units]] screen.
* '''Allowed''' - a check box controlling whether the transport unit is explicitly allowed at this location.
* '''Not-Allowed''' - a check box controlling whether the transport unit is explicitly not allowed at this location.

You can save your changes with the '''Save''' button, or discard your changes with the '''Close''' button.

== Contacts section ==
You can add any number of contacts against a location.

You can add a contact by clicking the '''New''' button in the section. The screen will display a pop-up window to enter the following:
* ''Title''.
* ''Forename''.
* ''Surname''.
* ''Job Title''.
* ''Contact Mediums'' - a list of all contact media for the customer.
* ''Primary Phone''.
* ''Primary Email''.
* ''Primary Mobile''.

You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above.
Additional contact media:
* ''Email''.
* ''Fax''.
* ''Mobile''.
* ''Skype''.
* ''Facebook''.
* ''Twitter''.

== Notes section ==
You can add notes to the location through the Notes section.

You can click the Add button in the Notes section to create a new note. This will be tagged with your user name and date/time.

Any notes may be removed by clicking the '''x''' in the corner of the note.

[[Category:Maintenance]]
[[Category:Geographical Data]]