Order Debrief - Revision history

Anw: Categorisation

2024-05-29T07:47:33Z

Categorisation

← Older revision		Revision as of 09:47, 29 May 2024
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	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]
	~~[[Category:TEST\|A-180]]~~
	</noinclude>		</noinclude>

Anw: Categorisation

2024-05-29T07:46:47Z

Categorisation

← Older revision		Revision as of 09:46, 29 May 2024
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			<noinclude>
	[[Category:Order Management\|180]]		[[Category:Order Management\|180]]
	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]
	[[Category:TEST\|A-180]]		[[Category:TEST\|A-180]]
			</noinclude>

Anw: Updated from the latest version of the screen

2024-05-23T07:44:34Z

Updated from the latest version of the screen

← Older revision		Revision as of 09:44, 23 May 2024
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	Order Debrief supports the process of manually updating the actual collection and delivery details, rather than planned details, on Orders and their associated Trips. This actual collection and delivery information is typically referred to as ~~“actuals”~~. The Order Debrief form provides the user with a straight forward means of updating and storing actuals and focuses the user on their current workload i.e. those Orders that need to be debriefed so that the subsequent billing activities can be undertaken.		Order Debrief supports the process of manually updating the actual collection and delivery details, rather than planned details, on Orders and their associated Trips. This actual collection and delivery information is typically referred to as "actuals". The Order Debrief form provides the user with a straight forward means of updating and storing actuals and focuses the user on their current workload i.e. those Orders that need to be debriefed so that the subsequent billing activities can be undertaken.
	~~The entry of “actuals” will usually be completed by one of three parties; the customer, the carrier or a member of the central planning team~~.

	~~== Form Layout ==~~		The entry of "actuals" will usually be completed by one of three parties; the customer, the carrier or a member of the central planning team.

	~~The screen shot below shows the Order Debrief form with a workload of four Orders:~~

	<center>[[Image:ord_deb_1.jpg]]</center>		<center>[[Image:ord_deb_1.jpg\|800px]]</center>


	== ~~Form~~ Usage ==		== Usage ==
			The form displays a line for each Order that remains to be debriefed. Only [[Orders]] scheduled onto Accepted Trips that have not been debriefed, i.e. do not have Proof of Collection (POC) or Proof of Delivery (POD) confirmed, will appear in this screen.

	The form displays a line for each Order that remains to be debriefed. Only [[Orders]] scheduled onto Accepted Trips that have not been debriefed, i.e. do not have Proof of Collection (POC) or Proof of Delivery (POD) confirmed, will appear in this screen. On the tab pages below the selected Order, the general Order Details, Collection Details and Delivery Details are separated so that the user can focus on the area of information they need to process.		On the tab pages below the selected Order, the general Order Details, Collection Details and Delivery Details are separated so that the user can focus on the area of information they need to process.

	The cropped screen shot below shows the Delivery Details tab page. Actuals can be manually entered into the fields with a white background or can be copied from planned data using the “Copy” facility saving both time and effort in those situations where the actual data matches the planned. Non-Conformances can also be recorded against the Order to keep a detailed history of any issues with the Delivery (or Collection if processing Collection information) of the Order.		<center>[[Image:ord_deb_order_details.jpg\|800px]]</center>

	<center>[[Image:~~ord_deb_2~~.jpg]]</center>
			<center>[[Image:ord_deb_coll_details.jpg\|800px]]</center>


			<center>[[Image:ord_deb_del_details.jpg\|800px]]</center>


			On the Collection and Delivery Details tab pages, Actuals can be manually entered into the fields with a white background or can be copied from planned data using the '''Copy''' button, saving both time and effort in those situations where the actual data matches the planned.

			Non-Conformances can also be recorded against the Order to keep a detailed history of any issues with the Delivery (or Collection if processing Collection information) of the Order.


	=== Multi-Order Selection ===		=== Multi-Order Selection ===
			To further save time and effort, the form provides a multi-Order debrief capability, which is invoked by selecting multiple Orders in the top section of the screen. Once multiple Orders are selected an alternative section of screen is displayed whereby the user can copy planned data to actual for Collection, Delivery or both. The operator can also choose whether to overwrite or maintain any existing actual data from a previous debrief cycle.

			<center>[[Image:ord_deb_multi_order.jpg\|800px]]</center>

	To further save time and effort, the form provides a multi-Order debrief capability which is invoked by selecting multiple Orders in the top section of the screen. Once multiple Orders are selected an alternative section of screen is displayed whereby the user can copy planned data to actual for Collection, Delivery or both. The operator can also choose whether to overwrite or maintain any existing actual data from a previous debrief cycle.

	=== Order Searches ===		=== Order Searches ===
			Although the form defaults to showing the current debrief workload for the user (driven by their user parameter configuration) it is also necessary to allow the operator to search for Orders or sets of Orders that they know require attention. To satisfy this requirement the Order Debrief form includes two search facilities: the Basic Search and an Advanced Filter.


			''The Basic Search'' is invoked via the '''Search''' button at the top of the screen. This swaps the list of Orders for a search area allowing the user to search by any of the displayed columns. This is useful when many Orders remain to be debriefed and the user wants to group the Orders into sets so that the workload is easier to view and process. This grouping could be by date range or source location, for example.

	Although the form defaults to showing the current debrief workload for the user (driven by their user parameter configuration) it is also necessary to allow the operator to search for Orders or sets of Orders that they know require attention. To satisfy this requirement the Order Debrief form includes two search facilities: the Basic Search and an Advanced Filter.

	'''The ~~Basic Search'~~'' is invoked via the ~~Search~~ button at the ~~top of the screen. This swaps the list of Orders for~~ a ~~search area allowing the user to search by any of the displayed columns~~. ~~This is useful when~~ many ~~Orders remain to be debriefed and~~ the user ~~wants~~ to ~~group the~~ Orders ~~into~~ sets so that ~~the workload is easier to view and process~~. ~~This grouping could be by date range or source location, for example~~.		''The Advanced Filter'', which is invoked via the '''Advanced Filter''' button, takes the Basic Search principle a step further. Advanced filtering provides many more fields than the Basic Search so allows the user to quickly find specific Orders or sets of Orders that require debrief.

			<center>[[Image:ord_deb_advanced_filter.jpg\|800px]]</center>

	'''The Advanced Filter''', which is invoked via the Advanced Filter button, takes the Basic Search principle a step further. Advanced filtering provides many more fields than the Basic Search so allows the user to quickly find specific Orders or sets of Orders that require debrief.

	=== Additional Features ===		=== Additional Features ===
			The final feature of the Order Debrief form allows the operator to '''Export''' their current workload as a list of [[Orders]] that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.

	The final feature of the Order Debrief form allows the operator to export their current workload as a list of [[Orders]] that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.

	[[Category:Order Management\|180]]		[[Category:Order Management\|180]]

Anw: test

2024-05-17T06:28:10Z

test

← Older revision		Revision as of 08:28, 17 May 2024
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	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]
			[[Category:TEST\|A-180]]

Anw: Minor correction

2024-05-09T09:21:27Z

Minor correction

← Older revision		Revision as of 11:21, 9 May 2024
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	The final feature of the Order Debrief form allows the operator to export their current workload as a list of [[Orders]] that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.		The final feature of the Order Debrief form allows the operator to export their current workload as a list of [[Orders]] that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.

	~~== Recent Changes ==~~
	[[Category:Order Management\|180]]		[[Category:Order Management\|180]]
	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]

Anw at 11:37, 11 May 2011

2011-05-11T11:37:53Z

← Older revision		Revision as of 13:37, 11 May 2011
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	== Recent Changes ==		== Recent Changes ==
	[[Category:Order Management\|180]]		[[Category:Order Management\|180]]
			[[Category:C-TMS Modules\|A-180]]
			[[Category:C-TMS User Guide\|BA-180]]

Anw at 10:51, 11 May 2011

2011-05-11T10:51:38Z

← Older revision		Revision as of 12:51, 11 May 2011
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	== Recent Changes ==		== Recent Changes ==
			[[Category:Order Management\|180]]

Crisfordm: z

2008-12-31T10:31:19Z

← Older revision		Revision as of 12:31, 31 December 2008
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	=== Additional Features ===		=== Additional Features ===

	The final feature of the Order Debrief form allows the operator to export their current workload as a list of Orders that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.		The final feature of the Order Debrief form allows the operator to export their current workload as a list of [[Orders]] that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.

	== Recent Changes ==		== Recent Changes ==

Crisfordm: z

2008-12-31T10:30:35Z

← Older revision		Revision as of 12:30, 31 December 2008
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	== Form Usage ==		== Form Usage ==

	The form displays a line for each Order that remains to be debriefed. Only Orders scheduled onto Accepted Trips that have not been debriefed, i.e. do not have Proof of Collection (POC) or Proof of Delivery (POD) confirmed, will appear in this screen. On the tab pages below the selected Order, the general Order Details, Collection Details and Delivery Details are separated so that the user can focus on the area of information they need to process.		The form displays a line for each Order that remains to be debriefed. Only [[Orders]] scheduled onto Accepted Trips that have not been debriefed, i.e. do not have Proof of Collection (POC) or Proof of Delivery (POD) confirmed, will appear in this screen. On the tab pages below the selected Order, the general Order Details, Collection Details and Delivery Details are separated so that the user can focus on the area of information they need to process.

	The cropped screen shot below shows the Delivery Details tab page. Actuals can be manually entered into the fields with a white background or can be copied from planned data using the “Copy” facility saving both time and effort in those situations where the actual data matches the planned. Non-Conformances can also be recorded against the Order to keep a detailed history of any issues with the Delivery (or Collection if processing Collection information) of the Order.		The cropped screen shot below shows the Delivery Details tab page. Actuals can be manually entered into the fields with a white background or can be copied from planned data using the “Copy” facility saving both time and effort in those situations where the actual data matches the planned. Non-Conformances can also be recorded against the Order to keep a detailed history of any issues with the Delivery (or Collection if processing Collection information) of the Order.

Crisfordm at 12:35, 30 December 2008

2008-12-30T12:35:37Z

← Older revision		Revision as of 14:35, 30 December 2008
Line 33:		Line 33:

	The final feature of the Order Debrief form allows the operator to export their current workload as a list of Orders that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.		The final feature of the Order Debrief form allows the operator to export their current workload as a list of Orders that could be opened, for example, in a spreadsheet. This facility is included to support activities associated with the debrief process, such as, scrutiny of the pending or debriefed data by the management team. The Orders exported are those selected in the Order list.







	== Recent Changes ==		== Recent Changes ==

← Older revision		Revision as of 09:46, 29 May 2024
Line 48:		Line 48:


			<noinclude>
	[[Category:Order Management\|180]]		[[Category:Order Management\|180]]
	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]
	[[Category:TEST\|A-180]]		[[Category:TEST\|A-180]]
			</noinclude>

← Older revision		Revision as of 08:28, 17 May 2024
Line 37:		Line 37:
	[[Category:C-TMS Modules\|A-180]]		[[Category:C-TMS Modules\|A-180]]
	[[Category:C-TMS User Guide\|BA-180]]		[[Category:C-TMS User Guide\|BA-180]]
			[[Category:TEST\|A-180]]