New Order - Revision history

Anw: Added search by order sub-reference and search layout use cases and examples.

2025-08-21T08:37:21Z

Added search by order sub-reference and search layout use cases and examples.

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 Orders, or Transport Instructions, can be created, modified, viewed and deleted from the Order Management module.
 This is invoked by selecting ''Orders'' or ''New Order'' from the main menu.
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 The "Order Search" screen enables you to query orders by a variety of criteria that can be made as specific as required. For example, by only entering the schedule date, the query will extract all orders for that schedule currently within the C-TMS software. Once data has been entered or changed, it is highlighted in red, as are the '''Refresh''' buttons on both forms.
-The Orders Search panel can be configured to your needs by right-clicking on the orders results and selecting Configure Search Criteria. This allows you to select criteria. Note that any order references configured in the system can also be selected as search criteria.
+The Orders Search panel can be configured to your needs by right-clicking on the orders results and selecting ''Configure Search Criteria''. This allows you to select criteria. Note that any order sub-references (''Additional References'') configured in the system will also be listed and can be selected as search criteria. See [[New Order#Search by Additional References|Search by Additional References]] below for more details on this function.
 Clicking the '''Refresh''' button executes the query and populates the Order Summary screen. An example of how these queries extract data is shown below, where only those orders in a status of "SCHEDULED" on the schedule of "061026" are shown:
 [[Image:new_order_results.jpg|800px]]
 == Order Summary ==

Anw: Minor change

2025-05-16T08:59:25Z

Minor change

← Older revision		Revision as of 10:59, 16 May 2025
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	When editing or creating items, the screen will show and allow you to enter or amend the following data, if configured to allow this in your access control group:		When editing or creating items, the screen will show and allow you to enter or amend the following data, if configured to allow this in your access control group:
	* Item Identifier		* Item Identifier.
	* Transport Unit information if palletised - ID, Type		* Transport Unit information if palletised - ID, Type.
	* Product		* Product.
	* DU Type		* DU Type.
	* AKA Code		* AKA Code.
	* Pallet ID		* Pallet ID.
	* Item Description		* Item Description.
	* Pallet information - Factor/Lifts/Stack		* Pallet information - Factor/Lifts/Stack.
	* Quantities - Ordered/To Deliver/Delivered		* Quantities - Ordered/To Deliver/Delivered.
	* Package information - Units/Pack Quantity		* Package information - Units/Pack Quantity.
	* WCS Loc		* WCS Loc.
	* Dims - Weight, Volume, Length/Width/Height		* Dims - Weight, Volume, Length/Width/Height.
	* Item Price		* Item Price.

	{{Note\|		{{Note\|
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	* The "Lane Comments" is read only and is only populated when orders are created by Lane-based order entry. The "Order Comments" field is a free text field to record any information not yet incorporated.		* The "Lane Comments" is read only and is only populated when orders are created by Lane-based order entry. The "Order Comments" field is a free text field to record any information not yet incorporated.
	* You can also enter some general "Order Comments" here, for your reference.		* You can also enter some general "Order Comments" here, for your reference.





	You can view and enter additional order services here if configured in the system. These services are additional charges against the order that are not captured by the contract. These are generally charges that are incurred by the customer at the time of delivery, for example, demurrage or excessive waiting time, excess handling, etc. They are only charged where applicable. In most examples, these cannot be included in the contract, as they may not always be charged.		You can view and enter additional order services here if configured in the system. These services are additional charges against the order that are not captured by the contract. These are generally charges that are incurred by the customer at the time of delivery, for example, demurrage or excessive waiting time, excess handling, etc. They are only charged where applicable. In most examples, these cannot be included in the contract, as they may not always be charged.
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	Note that Order services may also be entered during debrief, and will be visible against the order.		Note that Order services may also be entered during debrief, and will be visible against the order.





	You can view all trip costs or order revenue using the '''Costs''' and '''Revenue''' buttons, respectively. This will display the Payments screen, which is covered in more detail in the [[Finance Guide\|Finance guides]]. Note that the order services will generate payments against the order, and will show the payment type and narrative, as set up against the service charge configuration against the [[Accounts\|account]].		You can view all trip costs or order revenue using the '''Costs''' and '''Revenue''' buttons, respectively. This will display the Payments screen, which is covered in more detail in the [[Finance Guide\|Finance guides]]. Note that the order services will generate payments against the order, and will show the payment type and narrative, as set up against the service charge configuration against the [[Accounts\|account]].



	=== Non Conformance Tab ===		=== Non Conformance Tab ===

Anw: Minor correction

2025-05-16T08:51:25Z

Minor correction

← Older revision		Revision as of 10:51, 16 May 2025
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	[[Category:C-TMS User Guide\|BA-100]]		[[Category:C-TMS User Guide\|BA-100]]
	[[Category:C-TMS_Key_Functionality\|130]]		[[Category:C-TMS_Key_Functionality\|130]]
	<noinclude>		</noinclude>

Anw: Grammar

2025-05-16T08:51:07Z

Grammar

Show changes

Anw: Patch 48 SCR-CTMS-03557646-13 Get price on orders TS 3.5

2025-04-09T08:12:56Z

Patch 48 SCR-CTMS-03557646-13 Get price on orders TS 3.5

← Older revision		Revision as of 10:12, 9 April 2025
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	* '''Create''' - the screen will show a popup window to enter item details.		* '''Create''' - the screen will show a popup window to enter item details.
	* '''Edit/Delete''' - the screen will show a popup window to edit item details or to delete the item.		* '''Edit/Delete''' - the screen will show a popup window to edit item details or to delete the item.

			When editing or creating items, the screen will show and allow you to enter or amend the following data, if configured to allow this in your access control group:
			* Item Identifier
			* Transport Unit information if palletised - ID, Type
			* Product
			* DU Type
			* AKA Code
			* Pallet ID
			* Item Description
			* Pallet information - Factor/Lifts/Stack
			* Quantities - Ordered/To Deliver/Delivered
			* Package information - Units/Pack Quantity
			* WCS Loc
			* Dims - Weight, Volume, Length/Width/Height
			* Item Price

	{{Note\|		{{Note\|
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	* When splitting, any split transport order created will have the customer reference appended with "_S1", indicating a split. This will likely impact communications between CTM and any externally connected systems.		* When splitting, any split transport order created will have the customer reference appended with "_S1", indicating a split. This will likely impact communications between CTM and any externally connected systems.
	}}		}}


	For each item selected, the screen shows a history of actions against that item in the table below.		For each item selected, the screen shows a history of actions against that item in the table below.
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	"DUs" and "Actual DUs" is a simple measure of planned against actual and is taken from the information on the "Detail" tab.		"DUs" and "Actual DUs" is a simple measure of planned against actual and is taken from the information on the "Detail" tab.

	The Service Level is a basic service level and informs the collect and delivery windows if configured to do so.		The "Service Level" is a basic service level and informs the collect and delivery windows if configured to do so.

			The "Carrier Service Level" is populated if configured against that carrier and service level.

	The ~~Carrier Service Level is populated~~ if ~~configured against that carrier and service level~~.		The "Interface ID" will show an audit reference to the interface entry that created the order, if this was created through EDI.

	~~The Interface~~ ID will ~~show an audit reference to~~ the ~~interface entry that created~~ the order, if ~~this was created through EDI~~.		Similarly, the "Template ID" will display the template from which the order was created, if any.

	~~Similarly~~, the ~~Template ID will display~~ the ~~template from which~~ the order ~~was created~~, ~~if any~~.		The following are also displayed and editable if you have permissions to do so in your access control group:
			* "Original From" - the original source location of the order if different to the order's From location. A lookup is provided and, when selected or entered, the location name is displayed.
			* "Final To" - the final onward destination location of the order if different to the order's To location. A lookup is provided and, when selected or entered, the location name is displayed.
			* "Total Price" - the total price of the order.


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	\|-		\|-
	\| FN_FAST_ORDER \|\| Allows Fast order entry \|\| Functions		\| FN_FAST_ORDER \|\| Allows Fast order entry \|\| Functions
			\|-
			\| ORD_EDIT_PRICE \|\| Ability to display and edit price. \|\| Functions
	\|}		\|}

Anw: Minor formatting change

2024-08-30T10:44:46Z

Minor formatting change

← Older revision		Revision as of 12:44, 30 August 2024
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	~~== Introduction ==~~

	Orders, or Transport Instructions, can be created, modified, viewed and deleted from the Order Management module.		Orders, or Transport Instructions, can be created, modified, viewed and deleted from the Order Management module.
	This is invoked by selecting ''Orders'' or ''New Order'' from the main menu.		This is invoked by selecting ''Orders'' or ''New Order'' from the main menu.

Anw: Added searchable tables

2024-07-24T08:26:25Z

Added searchable tables

← Older revision		Revision as of 10:26, 24 July 2024
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	== Further Configuration ==		== Further Configuration ==
	The following System Parameters affect this functionality:		The following System Parameters affect this functionality:
	{\| class="wikitable" border="1"		{\| class="wikitable apt-searchable" border="1" id="new_order_params"
	\|- bgcolor="silver"		\|- bgcolor="silver"
	!Parameter !! Description !! Level		!Parameter !! Description !! Level

Anw: Added fast order entry

2024-06-07T11:44:12Z

Added fast order entry

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 This then still provides capacity management and vehicle fill percentages when planning, but also allows me to see an easy count of the items that I care about on orders in all screens that display RPE - in CTMS, that's all of the planning, execution, overview, order and debrief screens. The other DUs don't count towards this total, but can still be configured for loading and unloading rates and weights.
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 |-
 |REFRESH_WHEN_CLOSE_ORDER_DETAILS	||Refresh the order summary screen when you close the order details page in the Orders form	||SYSTEM
 |}

Anw: Added system parameters affecting the screen

2024-06-07T06:58:35Z

Added system parameters affecting the screen

← Older revision		Revision as of 08:58, 7 June 2024
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	== System Parameters ==		== Further Configuration ==
			The following System Parameters affect this functionality:
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
	\|- bgcolor="silver"		\|- bgcolor="silver"
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	\|-		\|-
	\|OMS_DEFAULT_ORDER_CREATION \|\|Controls dates needed when creating Orders in Orders form. ALL, COLLECTION, DELIVERY or STANDARD \|\|SYSTEM		\|OMS_DEFAULT_ORDER_CREATION \|\|Controls dates needed when creating Orders in Orders form. ALL, COLLECTION, DELIVERY or STANDARD \|\|SYSTEM
			\|-
			\| OMS_RESET_AUTO_PROC \|\| Will the auto-processed flags of the order for the scheduling engine be reset when the early delivery date and time is changed? (Y/N) \|\| COST_CENTRE
	\|-		\|-
	\|OMS_RE_BOOK_STATUS \|\|Controls the status of re-book orders to DEL_FUTILE \|\|SYSTEM		\|OMS_RE_BOOK_STATUS \|\|Controls the status of re-book orders to DEL_FUTILE \|\|SYSTEM

Anw: Added system parameters affecting the screen

2024-06-06T07:21:26Z

Added system parameters affecting the screen

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 |-
 |SERVICES	||Controls if service payments are generated	||COST_CENTRE
 |}