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Categorisation of document pages

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	[[Category:Orders]]		[[Category:Orders]]
			[[Category:UG 331692 CTL-TMS Reference Guide\|510]]

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 * ''Update Counter''.
-The following actions are available on the Details panel:
+The Screen has the following additional actions on the screen header:
 * '''Booking''' - you can enter booking information once you have selected an order.
 * '''Consolidate''' - you can choose to consolidate multiple orders together by selecting multiple orders and then clicking this button.
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 == Adding or Editing an Order ==
 == Order section ==
 The header will display the status of the order.

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New page

This screen allows you to enter orders.

The screen has a more complex query filter than normal, due to the amount of data available to be entered for orders.

In this case, you select the field to be filtered from a drop-down list of all fields, then the operator, and then the value.

The list of fields are:
* ''Deliver From''.
* ''Deliver By''.
* ''Customer Ref''.
* ''Status Code''.
* ''Execution Status''.
* ''Collect From''.
* ''Deliver To''.
* ''Customer Code''.
* ''TMS Ref''.
* ''Order Entry Date''.
* ''Booking Ref''.
* ''Collection Booking Ref''.
* ''Organisation Code''.
* ''Collect From Code''.
* ''Collect Address Line 1''.
* ''Collect Address Line 2''.
* ''Collect Address Line 3''.
* ''Collect Town''.
* ''Collect Country Code''.
* ''Collect PostCode''.
* ''Collect Postal Region''.
* ''Deliver To Code''.
* ''Deliver Address Line 1''.
* ''Deliver Address Line 2''.
* ''Deliver Address Line 3''.
* ''Deliver Town''.
* ''Deliver Country Code''.
* ''Deliver PostCode''.
* ''Deliver Postal Region''.
* ''Collect From''.
* ''Collect By''.
* ''Owner Location Name''.
* ''Owner Address Line 1''.
* ''Owner Address Line 2''.
* ''Owner Address Line 3''.
* ''Owner PostCode''.
* ''Owner Postal Region''.
* ''Total Quantity''.
* ''Total Volume (m³)''.
* ''Total Weight (KG)''.
* ''Total BaseUE''.
* ''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 operators are:
* ''Is Equal To'' - the orders' data must match your entered criteria exactly.
* ''Is Not Equal To'' - the orders' data must not match your entered criteria exactly.
* ''Is Greater Than'' - the orders' data must be greater, alphabetically or numerically, that your entered criteria. Note that symbols and a space are considered "less than" alphabetic or numeric data.
* ''Is Less Than'' - the orders' data must be less than, alphabetically or numerically, that your entered criteria. Note that symbols and a space are considered "less than" alphabetic or numeric data.
* ''Is Greater or Equal To'' - the orders' data must be greater than or exactly equal to, alphabetically or numerically, that your entered criteria. Note that symbols and a space are considered "less than" alphabetic or numeric data.
* ''Is Less Than or Equal To'' - the orders' data must be less than or exactly equal to, alphabetically or numerically, that your entered criteria. Note that symbols and a space are considered "less than" alphabetic or numeric data.
* ''Is In'' - the orders' data must be one of the values you listed in your criteria.
* ''Is Not In'' - the orders' data must be one of the values you listed in your criteria.
* ''Is Like'' - the orders' data must be similar to your entered criteria. Note that you must use a percentage symbol as a wildcard e.g. to find anything with the word "PLAN" anywhere, enter ''%PLAN%'', but find only things that start with "PLAN", enter ''PLAN%''.
* ''Is Not Like'' - the orders' data must be similar to your entered criteria. The percentage wildcard can also used here.

When you have entered your query criteria, you can run the query using the '''Submit''' button.

You can clear the criteria entered by clicking the '''Reset''' button. This will display the Results Table, as seen below.

The pop-up can be closed with the '''Cancel''' button or by closing the pop-up window.

You can choose to display data as follows:
* ''Deliver From''.
* ''Deliver By''.
* ''Customer Ref''.
* ''Status Code''.
* ''Execution Status''.
* ''Collect From''.
* ''Deliver To''.
* ''Customer Code''.
* ''TMS Ref''.
* ''Order Entry Date''.
* ''Booking Ref''.
* ''Collection Booking Ref''.
* ''Organisation Code''.
* ''Collect From Code''.
* ''Collect Address Line 1''.
* ''Collect Address Line 2''.
* ''Collect Address Line 3''.
* ''Collect Town''.
* ''Collect Country Code''.
* ''Collect PostCode''.
* ''Collect Postal Region''.
* ''Deliver To Code''.
* ''Deliver Address Line 1''.
* ''Deliver Address Line 2''.
* ''Deliver Address Line 3''.
* ''Deliver Town''.
* ''Deliver Country Code''.
* ''Deliver PostCode''.
* ''Deliver Postal Region''.
* ''Collect From''.
* ''Collect By''.
* ''Owner Location Name''.
* ''Owner Address Line 1''.
* ''Owner Address Line 2''.
* ''Owner Address Line 3''.
* ''Owner PostCode''.
* ''Owner Postal Region''.
* ''Total Quantity''.
* ''Total Volume (m³)''.
* ''Total Weight (KG)''.
* ''Total BaseUE''.
* ''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.
* '''Booking''' - you can enter booking information once you have selected an order.
* '''Consolidate''' - you can choose to consolidate multiple orders together by selecting multiple orders and then clicking this button.

== Consolidating Orders ==
You can select multiple orders by clicking when using the shift and/or control keys.

{{Note}} The orders you select must be UNPLANNED and have the same delivery and collect locations.

Once you have selected multiple orders, you can click the '''Consolidate''' button in the screen header. The screen will display a pop-up window showing a summary of all of the orders.

You can confirm the consolidation by clicking the '''Consolidate Records'' button, or cancel the consolidation by closing the window.

== Booking an Order ==
When you click this button, the screen will display a pop-up window to enter booking information.

You can enter the following:
* ''Collect''/''Deliver'' - a option to select whether the booking information applies to the collection or the delivery of the order.
* ''Booking Ref'' - a booking reference as provided to you.
* ''Booking Date'' - the date of the booking. You can enter the date directly or use the calendar provided.
* ''Booking From'' - the start time of the booking window.
* ''Booking To'' - the end time of the booking window.
You can save the booking information by clicking the '''Book In''' button, or cancel entry using the '''Cancel''' button or closing the pop-up window.

== Adding or Editing an Order ==
== Order section ==
The header will display the status of the order.

* ''Order Entry Date'' (and time) -
* ''Group''.
* ''Organisation''.
* ''Customer Code''.
* ''Service Level Code''.

== References section ==
* ''TMS Internal'' - this is displayed for reference.
* ''Customer Ref''.
* ''Booking Ref''.
* ''Collection Booking Ref''.
* ''Delivery Ref''.

== Instructions section ==
You can enter general order instructions for the execution of the order here.

== Location section ==
You can enter the details of the order addresses here.

The section allows you to enter:
* ''Collect From'' - the address from which you will pick up the goods on the order.
* ''Deliver To'' - the address to which you will deliver the goods on the order.

Each address section allows you to enter the following information:

* ''Code'' - the location code. You can maintain locations in the [[Locations]] screen, or you can use the '''View Details''' button provided if you have entered a location, which will open a new tab showing the location information. You can enter a location code directly or use the look-up provided. The screen will display a pop-up window showing all locations configured in the system. You can select a location by clicking on the row or cancel entry by closing the window.
* ''Name''.
* ''Address''.
* ''Address 2''.
* ''Address 3''.
* ''Town''.
* ''Postcode''.
* ''Country''.
* ''Instructions'' - specific instructions for execution when at this address.
The screen will display the location on a map beneath the address.

When both addresses are entered, the screen will display the following information below the delivery address:
* ''Distance (KM)''.
* ''Expected Driving Time''.

{{ContactsSection}}

== Scheduling section ==
* ''Collection Times'' - you can enter the collection window using the date and times provided. You can enter the date directly or use the calendar provided.
* ''Delivery TImes'' - you can enter the collection window using the date and times provided. You can enter the date directly or use the calendar provided.

== Requirements section ==
* ''Temperature Type Code'' - a drop-down list of all temperature types configured in the system. You can maintain these in the [[Temperature Type]] screen.
* ''Vehicle Type''
* ''Specified Carrier''

Here you can also indicate any special requirements that have been configured for orders in the system. You can configure Order Requirements in the [[Requirements]] screen.

The following are currently available:
* Ambient Temp only.
* Banksman.
* Dangerous.
* Detention.
* Abnormal Load Escort.
* Moffet.
* Extra Man Power.
* Installation at Delivery Location.
* Two Man Delivery.

You can enabled a special requirement by clicking it, and disable it by un-clicking it.

== Transport Unit section ==
You can enter the transport units, products or individual items transported on this order in this section.

You can add a quantity of transport units by clicking the '''New''' button in the section header.

You can edit an existing transport unit by selecting the row in the table and then clicking the '''Edit''' button in the section header.

Note that, when you select an existing transport unit, if there are any products or items to deliver, these will be shown in a number of tables below the transport units table:
* Products For Selected Transport Unit.
* Assets For Selected Transport Unit.
* Products For Selected Asset.

The screen will display a pop-up window to allow you to identify the following information:
* ''Transport Unit Code'' - a drop-down list of the transport unit types configured in the system. You can maintain these in the [[Transport Units]] screen.
* ''Product Type'' - a drop-down list of the product types configured in the system. You can maintain these in the [[Product Types]] screen.
* ''Description''.
* ''Quantity''.
* ''Width'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''Height'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''Length'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''Weight'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''Volume'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''BaseUE'' - defaulted from the transport unit type after you enter the quantity. You can change this here if required.
* ''Hazardous'' - a check box indicating whether this contacts hazardous product.
* ''Stackable'' - a check box indicating whether these transport units are stackable.

You can save the transport unit quantity by clicking the '''Save''' button or cancel entry by closing the window.

You can delete an existing transport unit by selecting the row in the table and then clicking the '''Delete''' button in the section header.

You can add specific products to a transport unit by selecting the row in the table and then clicking the '''New Product''' button in the section header.

You can edit an existing product by selecting the row in the table and then clicking the '''Edit''' button above the "Products For Selected Transport Unit" table.

The screen will display a pop-up window to allow you to identify the following information:
* ''Product''.
* ''Description''.
* ''Quantity''.
* ''Unit Weight''.
* ''Height''.
* ''Width''.
* ''Length''.
* ''Volume''.
* ''Unit Factor''.

You can save the product by clicking the '''Save''' button or cancel entry by closing the window.

You can delete an existing product by selecting the row in the table and then clicking the '''Delete''' button above the "Products For Selected Transport Unit" table.

You can add specific assets/identified items to a transport unit by selecting the row in the table and then clicking the '''New Asset''' button in the section header.

You can edit an existing asset by selecting the row in the table and then clicking the '''Edit''' button above the "Assets For Selected Transport Unit" table.

The screen will display a pop-up window to allow you to identify the following information:
* ''Asset ID''.
* ''Description''.
* ''Reference''.

You can save the asset by clicking the '''Save''' button or cancel entry by closing the window.

You can delete an existing asset by selecting the row in the table and then clicking the '''Delete''' button above the "Assets For Selected Transport Unit" table.

You can add specific products to an asset by selecting the row in the table and then clicking the '''New Product''' above the "Assets For Selected Transport Unit" table.

You can edit an existing product by selecting the row in the table and then clicking the '''Edit''' button above the "Assets For Selected Transport Unit" table.

The screen will display a pop-up window to allow you to identify the following information:
* ''Product''.
* ''Description''.
* ''Quantity''.
* ''Unit Weight''.
* ''Height''.
* ''Width''.
* ''Length''.
* ''Volume''.
* ''Unit Factor''.

You can save the product by clicking the '''Save''' button or cancel entry by closing the window.

You can delete an existing product by selecting the row in the table and then clicking the '''Delete''' button above the "Assets For Selected Transport Unit" table.

{{NotesSection}}

{{ParametersSection|Order Parameters}}

The following parameters are currently available:
{| class="wikitable" border="1"
|- bgcolor="silver"
!Label !!Description !!Long Description !!Type !!Values
|-
|Transport Unit Colour ||Transport Unit Colour ||Transport Unit Colour ||DropDownList ||Red,Blue,Green,Yellow
|}

== Audit Trail section ==
Each time you make a change to any element of the order and save it, the system keep an audit trail of changes. The screen displays these in a table here. By default, the screen keeps this section closed.

The table displays:
* ''User'' - the user ID that made the change.
* ''Date'' - the date and time that the change was made.
* ''Description'' - a detailed description of what was changed.

[[Category:Orders]]
[[Category:Incomplete]]

Orders - Revision history

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