Trip Debrief - Revision history

Anw: Minor correction

2025-04-17T13:37:44Z

Minor correction

← Older revision		Revision as of 15:37, 17 April 2025
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	Depending on system parameter configuration, several order references may be added to the order:		Depending on system parameter configuration, several order references may be added to the order:
	* Rebook Required - if a non-conformance has been entered against an item, and the reason is marked as can be rebooked, the order will be marked with Rebook Required set to "Y". When the order is rebooked, this will be reset to "N", o show that it has been successfully rebooked already.		* Rebook Required - if a non-conformance has been entered against an item, and the reason is marked as can be rebooked, the order will be marked with Rebook Required set to "Y". When the order is rebooked, this will be reset to "N", to show that it has been successfully rebooked already.
	* Rebook Count - the number of times this order has been rebooked.		* Rebook Count - the number of times this order has been rebooked.
	* Rebook Ext Ref - the original Customer reference of the order.		* Rebook Ext Ref - the original Customer reference of the order.

Anw: Patch 48 SCR-CTMS-03557646-26 Rebooking

2025-04-10T08:20:43Z

Patch 48 SCR-CTMS-03557646-26 Rebooking

@@ Line 331: / Line 331: @@
 When you view this rebooked order in the order well or planning screen, the customer reference will have an "_R1" displayed on the end to highlight that this is a rebook order.
@@ Line 380: / Line 389: @@
 |-
 |	TRP_STACK_DEBRIEF	||	Trip Stack Debrief	||	COST_CENTRE
 |}

Anw: Added searchable tables

2024-07-24T08:35:19Z

Added searchable tables

← Older revision		Revision as of 10:35, 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="debrief_params"
	\|- bgcolor="silver"		\|- bgcolor="silver"
	!Parameter !! Description !! Level		!Parameter !! Description !! Level

Anw: Updates

2024-06-28T08:43:05Z

Updates

← Older revision		Revision as of 10:43, 28 June 2024
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	<center>[[Image:Trip_Debrief_Driver.png\|800px]]</center>		<center>[[Image:Trip_Debrief_Driver.png\|800px]]</center>

			Note that the units for ODO readings are set against the system, not per vehicle.

	You can also enter total trip work days, and total trip break days, hours and minutes.		You can also enter total trip work days, and total trip break days, hours and minutes.
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	<center>[[Image:Trip_Debrief_Order_Items.png\|800px]]</center>		<center>[[Image:Trip_Debrief_Order_Items.png\|800px]]</center>

	This data layout is configurable.		This data layout is configurable and by default will show the following information:
			* Identifier - display only
			* Product - display only
			* AKA Code - display only
			* Item Description - display only
			* Factor - display only
			* Lifts - display only
			* Stack - display only
			* Ordered - display only
			* To Deliver
			* Delivered
			* Diff - display only - calculated difference from above quantity fields
			* Weight
			* Volume
			* Actual Weight

			Additionally, you can also view and in some cases enter the following:
			* Actual Dims:
			** Length
			** Width
			** Height
			** Weight - display only
			* Contractual (Charge) Weight
			* Pallet ID - You can also indicate if your items are palletised through the Pallet ID.
			* Units
			* SAP Line No - display only

	~~You can also indicate if your items are palletised through the Pallet ID.~~

	You can set the actual To Deliver and Delivered quantities for the selected line using the '''Set Item Actuals Selected''' button, or set all of the order items actual values using the '''Set Item Actuals''' button.		You can set the actual To Deliver and Delivered quantities for the selected line using the '''Set Item Actuals Selected''' button, or set all of the order items actual values using the '''Set Item Actuals''' button.
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	<center>[[Image:Trip_Debrief_Trip Services.png\|800px]]</center>		<center>[[Image:Trip_Debrief_Trip Services.png\|800px]]</center>

	You can add or edit the trip services using the '''New''' or '''Edit''' buttons provided. When adding or changing, you can use a lookup on the service ID to identify any services configured at trip level. Trip level services may generate costs against a trip.		You can add or edit the trip services using the '''New''' or '''Edit''' buttons provided. When adding or changing, you can use a lookup on the service ID to identify any services configured at trip level. You must enter the quantity and value. The total cost will calculate from the quantity and the value, and the charge will default to not being inherited.
	When you have finished editing or adding, you can save your changes using the '''~~Delete~~'' button provided.
			Trip level services may generate costs against a trip.

			When you have finished editing or adding, you can save your changes using the '''Save''' button provided.

	You can delete services using the '''Delete''' button provided.		You can delete services using the '''Delete''' button provided.
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	<center>[[Image:Trip_Debrief_Order Services.png\|800px]]</center>		<center>[[Image:Trip_Debrief_Order Services.png\|800px]]</center>

	You can add or edit the services using the '''New''' or '''Edit''' buttons provided. When adding or changing, you can use a lookup for the orders on the trip, and a lookup for the service ID to identify any services configured at order level. Order level services may generate revenue against an order.		You can add or edit the services using the '''New''' or '''Edit''' buttons provided. When adding or changing, you can use a lookup for the orders on the trip, and a lookup for the service ID to identify any services configured at order level. You must enter the quantity. If Services Capture has been set up in [[Accounts]] with a charge value for the Service for that customer (or all customers), then the change value will be defaulted, otherwise you must enter a charge value. The total cost will calculate from the quantity and the value, and the charge will default to not being inherited.
	When you have finished editing or adding, you can save your changes using the '''~~Delete~~'' button provided.
			Order level services may generate revenue against an order.

			When you have finished editing or adding, you can save your changes using the '''Save''' button provided.

	You can delete services using the '''Delete''' button provided.		You can delete services using the '''Delete''' button provided.
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	You can use the button to the right of the entry on the screen to view the value if it is too long for the screen to display.		You can use the button to the right of the entry on the screen to view the value if it is too long for the screen to display.

			You can add a new order reference on this screen by finding an empty line and entering the details here.

	You can save changes to additional order references using the '''Save References''' button provided.		You can save changes to additional order references using the '''Save References''' button provided.

Anw: Added details of Equipment Moves Extract

2024-06-28T07:55:47Z

Added details of Equipment Moves Extract

@@ Line 78: / Line 78: @@
 The ''Order Debrief'' tab is used to capture the Actual Quantities/Volume/Weight Despatched, Actual Quantities/Volume/Weight Delivered, POC/POD and Non-conformances, if any.
-This data layout is configurable.
+This data layout is configurable and by default will show the following information:
-Additionally, you can also enter the following against each order line:
+Additionally, you can also view and in some cases enter the following against each order line:
 * Temperature at delivery stop.
 * Returns -
 ** Exchange DU Type and Quantity
 ** Ticket Returned and Date
 * Time Variance
 * Contractual Weight
@@ Line 115: / Line 141: @@
 Clicking the '''POC''' or '''POD''' next to an order line will set the POC/POD flag to Y, for that particular order. Clicking the '''POC All''' or '''POD All''' buttons will set the flag to Y for all orders on the current trip.

Anw: Added system parameters affecting the screen

2024-06-07T07:05:41Z

Added system parameters affecting the screen

@@ Line 264: / Line 264: @@
-== System Parameters ==
+== Further Configuration ==
 {| class="wikitable" border="1"
 |- bgcolor="silver"
 !Parameter !! Description !! Level
 |-
-|	EPOD_VIEW_POD_URL	||	URL for NHSBT C-ePOD Documents (http://nhsbt-qa.calidus-epod.com:41443//Reports/e001a0lr_br_podpoc.aspx?RA_KEY=3Rk59iw5kOOlkX2A6ncl)	||	SYSTEM
+|	EPOD_VIEW_POD_URL	||	URL for C-ePOD Documents	||	SYSTEM
 |}

Anw: Merged from training document

2024-06-05T09:20:21Z

Merged from training document

← Older revision		Revision as of 11:20, 5 June 2024
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	This data layout is configurable.		This data layout is configurable.

	~~Clicking the '''POC''' or '''POD''' next to~~ an order ~~line will set~~ the ~~POC/POD flag to Y, for that particular order. Clicking~~ the '''~~POC All''~~' or ''~~'POD All''' buttons will set the flag to Y for all orders on the current trip~~.		<center>[[Image:Trip_Debrief_1.png\|800px]]</center>

			You can add an order to the trip on debrief using the '''Add Order''' button provided.

	~~The status of the [[trip]]~~ can ~~be updated by selecting a status from~~ the ~~drop down list and clicking~~ the '''~~Set Status~~''' button.		You can calculate times for the stops using the '''Calc Times''' button.

	~~<center>[[Image:Trip_Debrief_1~~.~~png\|800px]]</center>~~		The trip debrief form has a '''View POD''' button in order to call an external system for the display of the stored POD Document. Note that this is applicable ONLY to the Calidus ePOD system. The URL is configurable through system parameters.
			When clicking on the the '''View POD''' button, a POD report is produced and opened in a new tab in your browser. This can then be emailed to a recipient by completing the email to field and pressing the '''Email''' button.

			The status of the [[trip]] can be updated by selecting a status from the drop down list and clicking the '''Set Status''' button. An informational message appears to inform you that the status has been changed.

	The '''Set Actuals''' button will pre-populate all the Stops actual arrive and actual depart date/times with those values held in the planned fields. The user can debrief by exception here by only entering in the actual times at the stops where the planned times were not met. Clicking the '''Set Actuals''' button at this point will fill in the rest of the actuals, except if the stops actuals can not be met when compared to the depart time at the previous stop.		The '''Set Actuals''' button will pre-populate all the Stops actual arrive and actual depart date/times with those values held in the planned fields. The user can debrief by exception here by only entering in the actual times at the stops where the planned times were not met. Clicking the '''Set Actuals''' button at this point will fill in the rest of the actuals, except if the stops actuals can not be met when compared to the depart time at the previous stop.
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	Note that you can add the signature to the table as well, for visibility.		Note that you can add the signature to the table as well, for visibility.


			Clicking the '''POC''' or '''POD''' next to an order line will set the POC/POD flag to Y, for that particular order. Clicking the '''POC All''' or '''POD All''' buttons will set the flag to Y for all orders on the current trip.


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	When you view this rebooked order in the order well or planning screen, the customer reference will have an "_R1" displayed on the end to highlight that this is a rebook order.		When you view this rebooked order in the order well or planning screen, the customer reference will have an "_R1" displayed on the end to highlight that this is a rebook order.


			== Diary Exceptions Update ==
			Once the trip has been completed, the actual completion time is checked and if it differs from the planned completion time the diary exceptions for the vehicle and driver attached to the trip will be updated. The diary exceptions based on the trip actuals will now show the amended time against the Vehicle. The diary exceptions are also updated against the Driver.


			== System Parameters ==
			{\| class="wikitable" border="1"
			\|- bgcolor="silver"
			!Parameter !! Description !! Level
			\|-
			\| EPOD_VIEW_POD_URL \|\| URL for NHSBT C-ePOD Documents (http://nhsbt-qa.calidus-epod.com:41443//Reports/e001a0lr_br_podpoc.aspx?RA_KEY=3Rk59iw5kOOlkX2A6ncl) \|\| SYSTEM
			\|}

	<noinclude>		<noinclude>

Anw: Minor correction

2024-06-04T12:29:41Z

Minor correction

← Older revision		Revision as of 14:29, 4 June 2024
Line 25:		Line 25:
	Order and Trip Debrief information may also be captured through various bespoke interfaces, from external systems (such as C-ePOD or APOD), through Calidus Portal and through [[Imports]]:		Order and Trip Debrief information may also be captured through various bespoke interfaces, from external systems (such as C-ePOD or APOD), through Calidus Portal and through [[Imports]]:
	* [[Imports_Details#DEBRIEF\|DEBRIEF]]		* [[Imports_Details#DEBRIEF\|DEBRIEF]]


			The Trip Debrief screen can be accessed from the C-TMS Modules menu, Trip Management, Trip Debrief.

Anw: Added cross-reference to associated imports

2024-06-04T09:05:16Z

Added cross-reference to associated imports

← Older revision		Revision as of 11:05, 4 June 2024
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	* Trip Tasks/Trip Stop Tasks - additional extensible task information.		* Trip Tasks/Trip Stop Tasks - additional extensible task information.
	Order and trip statuses can be set to identify the status of the order, and rebooking of incomplete or partially incomplete orders is supported.		Order and trip statuses can be set to identify the status of the order, and rebooking of incomplete or partially incomplete orders is supported.

			Order and Trip Debrief information may also be captured through various bespoke interfaces, from external systems (such as C-ePOD or APOD), through Calidus Portal and through [[Imports]]:
			* [[Imports_Details#DEBRIEF\|DEBRIEF]]


	== Usage ==		== Usage ==

	The Sched and Trip drop down lists are used to select the required trip. If you are entering this debrief screen from another screen (such as the Planning screen, through the ''Debrief Trip'' right-click option), then the Schedule and Trip will be selected for you.		The Sched and Trip drop down lists are used to select the required trip. If you are entering this debrief screen from another screen (such as the Planning screen, through the ''Debrief Trip'' right-click option), then the Schedule and Trip will be selected for you.

Anw: Added rebooking

2024-05-22T14:48:20Z

Added rebooking

Show changes