Template:OrderDetails: Difference between revisions
From CTLTMS
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The Screen has the following additional actions on the screen header: | The Screen has the following additional actions on the screen header: | ||
{{#ifeq:{{{Type|}}}||* | {{#ifeq:{{{Type|}}}||* {{Button|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. | * '''Consolidate''' - you can choose to consolidate multiple orders together by selecting multiple orders and then clicking this button. | ||
|}}{{#ifeq:{{{Type|}}}|Template|* | |}}{{#ifeq:{{{Type|}}}|Template|* {{Button|Booking}} - you can enter booking information once you have selected an order template. | ||
* '''Consolidate''' - you can choose to consolidate multiple orders together by selecting multiple orders and then clicking this button. | * '''Consolidate''' - you can choose to consolidate multiple orders together by selecting multiple orders and then clicking this button. | ||
|}}{{#ifeq:{{{Type|}}}|Enquiry|* | |}}{{#ifeq:{{{Type|}}}|Enquiry|* {{Button|Print}} - you can print the order with this button.|}} | ||
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{{#ifeq: {{{Type|}}}|Template||{{Note}} The orders you select must be UNPLANNED and have the same delivery and collect locations.}} | {{#ifeq: {{{Type|}}}|Template||{{Note}} The orders you select must be UNPLANNED and have the same delivery and collect locations.}} | ||
Once you have selected multiple {{#ifeq: {{{Type|}}}|Template|order templates|orders}}, you can click the | Once you have selected multiple {{#ifeq: {{{Type|}}}|Template|order templates|orders}}, you can click the {{Button|Consolidate}} button in the screen header. The screen will display a pop-up window showing a summary of all of the {{#ifeq: {{{Type|}}}|Template|order templates|orders}}. | ||
You can confirm the consolidation by clicking the '''Consolidate Records''' button, or cancel the consolidation by closing the window. | You can confirm the consolidation by clicking the '''Consolidate Records''' button, or cancel the consolidation by closing the window. | ||
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* ''Collect''/''Deliver'' - a option to select whether the booking information applies to the collection or the delivery of the order. | * ''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 Ref'' - a booking reference as provided to you. | ||
* ''Booking Date'' - the date of the booking. You can enter the date directly or use the | * ''Booking Date'' - the date of the booking. You can enter the date directly or use the {{Button|Calendar}} button provided. | ||
* ''Booking From'' - the start time of the booking window. | * ''Booking From'' - the start time of the booking window. | ||
* ''Booking To'' - the end time of the booking window. | * ''Booking To'' - the end time of the booking window. | ||
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== Adding or Editing an {{#ifeq: {{{Type|}}}|Template|Order Template|Order}} == | == Adding or Editing an {{#ifeq: {{{Type|}}}|Template|Order Template|Order}} == | ||
The following actions are available on the Details panel: | The following actions are available on the Details panel: | ||
* | * {{Button|New}} - create a new record. | ||
* | * {{Button|Save}} - save a new record or changes to an existing record. | ||
* | * {{Button|Delete}} - delete an existing record. | ||
* | * {{Button|Help}} - help on this screen. | ||
* | * {{Button|Undo}} - undo change made since last save. | ||
* | * {{Button|Clear}} - clear all fields. | ||
* | * {{Button|Template}} - create an {{#ifeq: {{{Type|}}}|Template|order template|order}} from a template. | ||
* | * {{Button|Cancel}} - cancel an {{#ifeq: {{{Type|}}}|Template|order template|order}}. | ||
* | * {{Button|Split}} - Split an {{#ifeq: {{{Type|}}}|Template|order template|order}}. | ||
* | * {{Button|Copy}} - Copy an existing {{#ifeq: {{{Type|}}}|Template|order template|order}}. | ||
* | * {{Button|Toggle}} - toggle display of all accordion headers. | ||
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{{#ifeq: {{{Type|}}}|Template||== Cancel an Order == | {{#ifeq: {{{Type|}}}|Template||== Cancel an Order == | ||
You can cancel an order by clicking the | You can cancel an order by clicking the {{Button|Cancel}} button. The order's status will be set to cancelled and the order re-displayed with this status. | ||
|}} | |}} | ||
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You can split an {{#ifeq: {{{Type|}}}|Template|order template|order}} into multiple additional {{#ifeq: {{{Type|}}}|Template|order templates|orders}}. | You can split an {{#ifeq: {{{Type|}}}|Template|order template|order}} into multiple additional {{#ifeq: {{{Type|}}}|Template|order templates|orders}}. | ||
When you find the {{#ifeq: {{{Type|}}}|Template|order template|order}} you want to copy, click the | When you find the {{#ifeq: {{{Type|}}}|Template|order template|order}} you want to copy, click the {{Button|Split}} button. The screen will display a list of all the order lines. | ||
* ''TUnit'' - Transport Unit Code. | * ''TUnit'' - Transport Unit Code. | ||
* ''Product'' - Product Type Code. | * ''Product'' - Product Type Code. | ||
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You can copy an existing {{#ifeq: {{{Type|}}}|Template|order template|order}} to create a new {{#ifeq: {{{Type|}}}|Template|order template|order}}. | You can copy an existing {{#ifeq: {{{Type|}}}|Template|order template|order}} to create a new {{#ifeq: {{{Type|}}}|Template|order template|order}}. | ||
When you find the {{#ifeq: {{{Type|}}}|Template|order template|order}} you want to copy, click the | When you find the {{#ifeq: {{{Type|}}}|Template|order template|order}} you want to copy, click the {{Button|Copy}} button. This will create a copy of the {{#ifeq: {{{Type|}}}|Template|order template|order}} with a new reference, ready for you to amend and save like normal. Note that all details are copied, including lines and items. | ||
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The header will display the status of the {{#ifeq: {{{Type|}}}|Template|order template|order}}. | The header will display the status of the {{#ifeq: {{{Type|}}}|Template|order template|order}}. | ||
* ''Order Entry Date'' (and time) | * ''Order Entry Date'' (and time). | ||
* ''Group''. | * ''Group''. | ||
* ''Organisation''. | * ''Organisation''. | ||
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== Scheduling section == | == 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 | * ''Collection Times'' - you can enter the collection window using the date and times provided. You can enter the date directly or use the {{Button|Calendar}} button provided. | ||
* ''Delivery | * ''Delivery Times'' - you can enter the collection window using the date and times provided. You can enter the date directly or use the {{Button|Calendar}} button provided. | ||
== Requirements section == | == 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. | * ''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'' | * ''Vehicle Type''. | ||
* ''Specified Carrier'' | * ''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. | 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. | ||
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You can enter the transport units, products or individual items transported on this order in this 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 | You can add a quantity of transport units by clicking the {{Button|New}} button in the section header. | ||
You can edit an existing transport unit by selecting the row in the table and then clicking the | You can edit an existing transport unit by selecting the row in the table and then clicking the {{Button|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: | 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: | ||
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You can save the transport unit quantity by clicking the '''Save''' button or cancel entry by closing the window. | 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 | You can delete an existing transport unit by selecting the row in the table and then clicking the {{Button|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 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 | You can edit an existing product by selecting the row in the table and then clicking the {{Button|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: | The screen will display a pop-up window to allow you to identify the following information: | ||
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You can save the product by clicking the '''Save''' button or cancel entry by closing the window. | 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 | You can delete an existing product by selecting the row in the table and then clicking the {{Button|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 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 | You can edit an existing asset by selecting the row in the table and then clicking the {{Button|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: | The screen will display a pop-up window to allow you to identify the following information: | ||
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You can save the asset by clicking the '''Save''' button or cancel entry by closing the window. | 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 | You can delete an existing asset by selecting the row in the table and then clicking the {{Button|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 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 | You can edit an existing product by selecting the row in the table and then clicking the {{Button|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: | The screen will display a pop-up window to allow you to identify the following information: | ||
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You can save the product by clicking the '''Save''' button or cancel entry by closing the window. | 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 | You can delete an existing product by selecting the row in the table and then clicking the {{Button|Delete}} button above the "Assets For Selected Transport Unit" table. | ||
Revision as of 19:41, 30 October 2019
Usage:
{{OrderDetails}}
{{OrderDetails|Template}}
{{OrderDetails|Enquiry}}
