Reason Codes - Revision history

Anw: Added details of new Service and Fleet Management codes.

2024-08-06T08:33:10Z

Added details of new Service and Fleet Management codes.

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 * ''DU'' - Delivery Units or Asset Types
 * ''UOM'' - Unit of Measure, typically used in bespoke job upload processes.
 {{Note}} Typically, an external ERP or TMS system would maintain this data and send it to ''CALIDUS'' ePOD as part of the data imported into the system, for example ''CALIDUS'' TMS. This data should not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, system administrators can use this screen.

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:29:16Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:29, 4 March 2020
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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-Codes1.png\|~~1000px~~\|border]]		[[File:EPOD-Codes1.png\|900px\|border]]
	<br />''Codes Search Panel and Results table''<br />		<br />''Codes Search Panel and Results table''<br />

Anw: Updated based on version 4.5.00.04

2019-04-18T14:10:03Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 16:10, 18 April 2019
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	== Uploading Codes ==		== Uploading Codes ==
			The screen allows upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.

	The screen allows you to upload codes through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload codes through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

Anw: Minor correction

2019-04-04T14:14:07Z

Minor correction

← Older revision		Revision as of 16:14, 4 April 2019
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	When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.		When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.


	== View/Edit Codes ==		== View/Edit Codes ==

Anw: Minor correction

2019-04-03T16:23:47Z

Minor correction

← Older revision		Revision as of 18:23, 3 April 2019
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	~~A single line~~ is displayed per ~~code found~~.		Each code found is displayed per single line.

	You can choose to hide or show almost all of the columns in the results table by using the '''Select Columns''' button on the header. The columns are:		You can choose to hide or show almost all of the columns in the results table by using the '''Select Columns''' button on the header. The columns shown are:
	* ''Code'' - the code itself.		* ''Code'' - the code itself.
	* ''Type'' - as detailed above.		* ''Type'' - as detailed above.

Anw: Minor correction

2019-04-03T15:50:03Z

Minor correction

← Older revision		Revision as of 17:50, 3 April 2019
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	This ~~page~~ provides functionality to view, create and edit all kinds of codes.		This screen provides functionality to view, create and edit all kinds of codes.

	You can filter data by:		You can filter data by:

Anw: Minor formatting changes.

2019-04-03T15:13:27Z

Minor formatting changes.

← Older revision		Revision as of 17:13, 3 April 2019
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	== New Codes ==		== New Codes ==
	You can create new codes by ~~pressing~~ the provided '''New''' button at the top of the screen.		You can create new codes by clicking the provided '''New''' button at the top of the screen.

	[[File:EPOD-Codes2.png\|border]]		[[File:EPOD-Codes2.png\|border]]
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	When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.		When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.


	== View/Edit Codes ==		== View/Edit Codes ==

Anw: Minor formatting changes.

2019-04-03T15:12:09Z

Minor formatting changes.

← Older revision		Revision as of 17:12, 3 April 2019
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	== Uploading Codes ==		== Uploading Codes ==
	The screen allows codes ~~to be uploaded~~ through a spreadsheet template file. ~~This~~ can ~~be obtained~~ by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload codes through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

	You can then enter codes data into this template and save it there, external to the ''CALIDUS'' ePOD application. Alternatively, an external system could generate a file to upload in this format. Regardless, you can then upload this data into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''.		You can then enter codes data into this template and save it there, external to the ''CALIDUS'' ePOD application. Alternatively, an external system could generate a file to upload in this format. Regardless, you can then upload this data into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''.

	The screen will indicate the success or failure of the upload in a message on the button panel at the top of the screen - you can download detailed results using the provided '''Download Results Spreadsheet''' button.		The screen will indicate the success or failure of the upload in a message on the button panel at the top of the screen - you can download detailed results using the provided '''Download Results Spreadsheet''' button.


	== New Codes ==		== New Codes ==

Anw: Passive voice

2019-04-03T15:00:13Z

Passive voice

Show changes

Anw: Updated based on version 4.0.02.00

2017-12-20T12:04:32Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 14:04, 20 December 2017
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	* Claused Delivery reason codes - used when the system is configured for Claused Delivery codes.		* Claused Delivery reason codes - used when the system is configured for Claused Delivery codes.
	* DU - Delivery Units or Asset Types		* DU - Delivery Units or Asset Types
			* UOM - Unit of Measure, typically used in bespoke job upload processes.

	{{Note}} Typically, this static data is part of the data imported into the system from external ERP or TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.		{{Note}} Typically, this static data is part of the data imported into the system from external ERP or TMS system (for example ''CALIDUS'' TMS) and would not require any further maintenance. However, if the external system does not pass this information in, or ''CALIDUS'' ePOD/eSERV is being run as a stand-alone system, this screen can be used.
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	* Owner-Specific - Controls whether this code is specific to the owner of the job. If the configuration requires that only specific codes are shown on the device for these jobs, only codes marked specific will be shown.		* Owner-Specific - Controls whether this code is specific to the owner of the job. If the configuration requires that only specific codes are shown on the device for these jobs, only codes marked specific will be shown.
	* Description - the description.		* Description - the description.

			{{Note}} If this is a UOM-type code, the screen will also allow entry of conversion parameters. {{Note}} These parameters affect certain bespoke job upload processes only.
			* Conversion Type - what to do with the code when received - one of the following
			** Multiply - multiply it by the Value parameter
			** Round - round to the nearest Value parameter
			** Exclude - Do not upload
			** As Received - no action
			* Value - as described in Conversion Type above
			* Xref Code - This provides a drop-down list of all other codes in the system for the site. if populated, the type will be converted to this code when received.


	A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new code.		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new code.