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== Trip Debrief ==
== Trip Debrief ==
Trip Debrief functionality is used within [[C-TMS]] software to enter the actual milestones of the trip, actual despatched and delivered quantities, order info, POC/POD, Odometer reading, etc
Trip Debrief functionality is used within C-TMS software to enter the actual milestones of the trip, actual despatched and delivered quantities, order info, POC/POD, Odometer reading, etc.


The Aptean TMS Calidus Edition Debrief process has the capability to capture the following debrief information:
* Trip level:
** General comments.
** Fuel Drawn.
** ODO start/end.
** Comments – general/rejection/errors.
* Stop level:
** Arrive/Depart times.
* Order level:
** Actual quantities/weights.
** POC/POD complete.
** Additional Coll/Del debrief information, such as weighbridge/weight.
** Additional order references.
** Order level non-conformity/information/late codes.
* Order Items:
** Actual quantities/weights.
* Additional finance payments.
* Additional trip services (for generation of trip cost).
* Additional Order Services (for capture of additional services per order, generating order revenue).
* 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.


The Sched and Trip drop down lists are used to select the required trip.  
 
=== 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.




Once a specific trip is selected, the bottom section will display details on trip stops along with planned arrive and depart time. Here you can update the stops with actual arrive and depart times, or assign trailers to a stop.
Once a specific trip is selected, the bottom section will display details on trip stops along with planned arrive and depart time. Here you can update the stops with actual arrive and depart times, or assign trailers to a stop.


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’ will set the flag to Y for all orders on the current trip.
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.


The status of the [[trip]] can be updated by selecting a status from the drop down list and clicking the Set Status button.
The status of the [[trip]] can be updated by selecting a status from the drop down list and clicking the '''Set Status''' button.


<center>[[Image:td_1.png|800px]]</center>
<center>[[Image:Trip_Debrief_1.png|800px]]</center>




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.


E.g. If the manually entered Actual Depart time at Stop 2 is after the Planned Arrive time at Stop 3, the system will not pre-populate Stop 3 Actuals as it is not possible to meet this Planned Arrive deadline when compared to the Actual Depart Time at Stop 2.
E.g. If the manually entered Actual Depart time at Stop 2 is after the Planned Arrive time at Stop 3, the system will not pre-populate Stop 3 Actuals as it is not possible to meet this Planned Arrive deadline when compared to the Actual Depart Time at Stop 2.


The ‘Set Desp’ button in the ‘Order Debrief’ tab will pre-populate Actual Despatched Quantity, Weight, Volume and Cases with those values held in the Planned columns, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks ‘Set Desp’ then all other Order Line quantities will be pre-populated, except those manually entered.
The '''Set Desp''' button in the ''Order Debrief'' tab will pre-populate Actual Despatched Quantity, Weight, Volume and Cases with those values held in the Planned columns, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks '''Set Desp''' then all other Order Line quantities will be pre-populated, except those manually entered.


The ‘Set Del’ button in the ‘Order Debrief’ tab will pre-populate Actual Delivered Quantity with the value held in the Planned column, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks ‘Set Del’ then all other Order Line quantities will be pre-populated, except those manually entered.
The '''Set Del''' button in the ''Order Debrief'' tab will pre-populate Actual Delivered Quantity with the value held in the Planned column, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks '''Set Del''' then all other Order Line quantities will be pre-populated, except those manually entered.




The ‘Set All Actuals’ is a combination of the functionality for the ‘Set Actuals’, ‘Set Desp’ and ‘Set Del’ buttons. Users can debrief by exception in all areas as detailed above, and then click ‘Set All Actuals’ to populate all other actuals quantities where feasible.
The '''Set All Actuals''' button is a combination of the functionality for the '''Set Actuals''', '''Set Desp''' and '''Set Del''' buttons. Users can debrief by exception in all areas as detailed above, and then click '''Set All Actuals''' to populate all other actuals quantities where feasible.




=== General tab ===
=== General tab ===
The General tab is used to enter Driver and Vehicle info, if they previously weren’t entered. General Comments can also be entered at this point.
The ''General'' tab is used to enter Driver and Vehicle info, if they previously weren't entered. You can add General Comments here by right-clicking on the General Comments area and selecting ''Add Comment''. You can also edit existing comments using the ''Edit Comments'' pop-up option. You can view rejection comments and errors here.  


<center>[[Image:Trip_Debrief_General.png|800px]]</center>


<center>[[Image:td_2.png]]</center>


=== Driver Debrief tab ===
=== Driver Debrief tab ===
In the Driver Debrief tab, the information related to the Fuel Drawn, ODO Start and End readings are entered. You will notice that the ‘Actual Distance’ and ‘Actual Distance per litre’ are calculated by the system.  
In the ''Driver Debrief'' tab, you can enter the information related to the Fuel Drawn, ODO Start and End readings. You will notice that the 'Actual Distance', 'Actual Distance per litre', 'Emissions' and 'MPG' are displayed here, calculated by the system if configured to do so.
 
<center>[[Image:Trip_Debrief_Driver.png|800px]]</center>


You can also enter total trip work days, and total trip break days, hours and minutes.


<center>[[Image:td_3.png]]</center>


=== Order Debrief tab ===
=== Order Debrief tab ===
The Order Debrief tab is used to capture the Actual Quantities Despatched, Actual Quantities Delivered, POC/POD and Non-conformances, if any. If the actual delivered quantity is less that the actual despatched quantity, this will prompt a message box stating that there is a discrepancy between the despatched and the delivered.
The ''Order Debrief'' tab is used to capture the Actual Quantities Despatched, Actual Quantities Delivered, POC/POD and Non-conformances, if any.


This data layout is configurable.


<center>[[Image:td_4.png|800px]]</center>
If the actual delivered quantity is less that the actual despatched quantity, this will prompt a message box stating that there is a discrepancy between the despatched and the delivered.


Click on the Non Conformance button to bring up the Non Conformance form as shown where you can select the reason:
<center>[[Image:Trip_Debrief_Order.png|800px]]</center>


You can click on the '''Non Conformance''' button to bring up the Non Conformance form where you can select the reason:


<center>[[Image:td_5.png|800px]]</center>
<center>[[Image:Trip_Debrief_Order_Noncon.png|600px]]</center>


Selecting a Reason Code of Re-book will allow the user to re-book the undelivered quantity onto another order. The form required for this is shown below:
Selecting a Reason Code of Re-book will allow the user to re-book the undelivered quantity onto another order. The form required for this is shown below:


<center>[[Image:td_6.png]]</center>
<center>[[Image:td_6.png]]</center>
You can add an order-level reason here using the '''Add Order Reason(s)''' button:
<center>[[Image:Trip_Debrief_Order_Reason.png|600px]]</center>
You can set or view the order-level signatory here using the '''Set Signature''' button:
<center>[[Image:Trip_Debrief_Order_Signature.png]]</center>
=== Order Items tab ===
The ''Order Items'' tab is used to capture the Actual Quantities Despatched, Actual Quantities Delivered, POC/POD and Non-conformances, if any.
<center>[[Image:Trip_Debrief_Order_Items.png|800px]]</center>
This data layout is configurable.
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 click on the '''Non Conformance''' button to bring up the Non Conformance form where you can select the reason:
<center>[[Image:Trip_Debrief_Order_Noncon.png|600px]]</center>


=== Finance tab ===
=== Finance tab ===
The Finance tab is used to display Trip Costs and allow the user to add payments.
The ''Finance'' tab is used to display Trip Costs and allow the user to add payments.
 
<center>[[Image:Trip_Debrief_Finance.png|800px]]</center>
 
You can access the detail of the payments using the '''Payments''' button to bring up the [[Payments]] screen.
 
 
=== Trip Services ===
The ''Trip Services'' tab can be used to add any additional services to the trip:
 
<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.
When you have finished editing or adding, you can save your changes using the '''Delete'' button provided.
 
You can delete services using the '''Delete''' button provided.
 
 
=== Order Services ===
The ''Order Services'' tab can be used to add any additional services to the orders on the trip:
 
<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.
When you have finished editing or adding, you can save your changes using the '''Delete'' button provided.
 
You can delete services using the '''Delete''' button provided.


<center>[[Image:td_7.png]]</center>


=== Audit tab ===
=== Audit tab ===
The Audit tab is used to display details on trip status change.
The ''Audit'' tab is used to display details on trip status change.
 
<center>[[Image:Trip_Debrief_Audit.png|800px]]</center>
 
 
=== COL/DEL Debrief tab ===
The ''COL/DEL Debrief'' tab can be used to capture additional collection/delivery information on orders/stops. This is commonly used for bulk loads.
 
<center>[[Image:Trip_Debrief_ColDel.png|800px]]</center>
 
The first order is selected for you by the screen. You can navigate to the next or previous orders using the buttons provided.
 
You can enter:
* Collection Date and Time.
* Delivery Date and Time.
* Collection Point Arrival Time
* Delivery Point Arrival Time
* Collection Point Departure Time
* Delivery Point Departure Time
* Vehicle Reg
* Trailer Number
* Delivered Weight (Tonnes)
* Weighbridge Ticket
* POD Received Date
* Average MC
 
You can quickly debrief the entire trip from here using the '''Debrief''' button provided, as long as you have already entered the required stop times.
 
 
=== Add Refs tab ===
The ''Add Refs'' tab allows you to view or edit additional order references.
 
<center>[[Image:Trip_Debrief_AddRef.png|800px]]</center>
 
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 save changes to additional order references using the '''Save References''' button provided.
 


<center>[[Image:td_8.png]]</center>
=== Trip Tasks tab===
The ''Trip Tasks'' tab allows you to view trip tasks stored against the trip.


=== Recent Changes ===
<center>[[Image:Trip_Debrief_Trip_Tasks.png|800px]]</center>


{| class="prettytable"
{{Note}} Trip Tasks can only be added through the interface or through automatic debrief from some external POD application - as such its use is limited to those operations only.
| '''Sector'''
| <center>'''Supimix'''</center>
| '''RIO'''
| '''Desc'''


|-
| CON
| <center>[[255573]]</center>
| PA-7JJFZQ
| Show Cases Planned v Actual


|-
=== Trip Stop Tasks tab===
| HCR
The ''Trip Stop Tasks'' tab allows you to view trip tasks stored against the trip stop.
| <center>[[255681]]</center>
| NW-7K5U4Q
| Ability to Capture Media Returns / Configure Layout


|-
<center>[[Image:Trip_Debrief_Trip_Tasks.png|800px]]</center>
| CON
| <center>[[257146]]</center>
| EI-7KXQ6A
| New Flow message to ESI Scotts Orders


|-
{{Note}} Trip Stop Tasks can only be added through the interface or through automatic debrief from some external POD application - as such its use is limited to those operations only.
| CON
| <center>[[257146]]</center>
| EI-7KXQ6A
| New Flow message to ESI Scotts Orders (update)


|}


[[Category:Trip Management|130]]
[[Category:Trip Management|130]]
[[Category:C-TMS Modules|B-130]]
[[Category:C-TMS Modules|B-130]]
[[Category:C-TMS User Guide|BB-130]]
[[Category:C-TMS User Guide|BB-130]]

Revision as of 12:26, 7 May 2024

Trip Debrief

Trip Debrief functionality is used within C-TMS software to enter the actual milestones of the trip, actual despatched and delivered quantities, order info, POC/POD, Odometer reading, etc.

The Aptean TMS Calidus Edition Debrief process has the capability to capture the following debrief information:

  • Trip level:
    • General comments.
    • Fuel Drawn.
    • ODO start/end.
    • Comments – general/rejection/errors.
  • Stop level:
    • Arrive/Depart times.
  • Order level:
    • Actual quantities/weights.
    • POC/POD complete.
    • Additional Coll/Del debrief information, such as weighbridge/weight.
    • Additional order references.
    • Order level non-conformity/information/late codes.
  • Order Items:
    • Actual quantities/weights.
  • Additional finance payments.
  • Additional trip services (for generation of trip cost).
  • Additional Order Services (for capture of additional services per order, generating order revenue).
  • 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.


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.


Once a specific trip is selected, the bottom section will display details on trip stops along with planned arrive and depart time. Here you can update the stops with actual arrive and depart times, or assign trailers to a stop.

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.

The status of the trip can be updated by selecting a status from the drop down list and clicking the Set Status button.

Trip Debrief 1.png


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.

E.g. If the manually entered Actual Depart time at Stop 2 is after the Planned Arrive time at Stop 3, the system will not pre-populate Stop 3 Actuals as it is not possible to meet this Planned Arrive deadline when compared to the Actual Depart Time at Stop 2.

The Set Desp button in the Order Debrief tab will pre-populate Actual Despatched Quantity, Weight, Volume and Cases with those values held in the Planned columns, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks Set Desp then all other Order Line quantities will be pre-populated, except those manually entered.

The Set Del button in the Order Debrief tab will pre-populate Actual Delivered Quantity with the value held in the Planned column, for each order line. This also has the Debrief by Exception functionality, where if the user manually enters Actuals for 1 order line and clicks Set Del then all other Order Line quantities will be pre-populated, except those manually entered.


The Set All Actuals button is a combination of the functionality for the Set Actuals, Set Desp and Set Del buttons. Users can debrief by exception in all areas as detailed above, and then click Set All Actuals to populate all other actuals quantities where feasible.


General tab

The General tab is used to enter Driver and Vehicle info, if they previously weren't entered. You can add General Comments here by right-clicking on the General Comments area and selecting Add Comment. You can also edit existing comments using the Edit Comments pop-up option. You can view rejection comments and errors here.

Trip Debrief General.png


Driver Debrief tab

In the Driver Debrief tab, you can enter the information related to the Fuel Drawn, ODO Start and End readings. You will notice that the 'Actual Distance', 'Actual Distance per litre', 'Emissions' and 'MPG' are displayed here, calculated by the system if configured to do so.

Trip Debrief Driver.png

You can also enter total trip work days, and total trip break days, hours and minutes.


Order Debrief tab

The Order Debrief tab is used to capture the Actual Quantities Despatched, Actual Quantities Delivered, POC/POD and Non-conformances, if any.

This data layout is configurable.

If the actual delivered quantity is less that the actual despatched quantity, this will prompt a message box stating that there is a discrepancy between the despatched and the delivered.

Trip Debrief Order.png

You can click on the Non Conformance button to bring up the Non Conformance form where you can select the reason:

Trip Debrief Order Noncon.png

Selecting a Reason Code of Re-book will allow the user to re-book the undelivered quantity onto another order. The form required for this is shown below:

Td 6.png


You can add an order-level reason here using the Add Order Reason(s) button:

Trip Debrief Order Reason.png


You can set or view the order-level signatory here using the Set Signature button:

Trip Debrief Order Signature.png


Order Items tab

The Order Items tab is used to capture the Actual Quantities Despatched, Actual Quantities Delivered, POC/POD and Non-conformances, if any.

Trip Debrief Order Items.png

This data layout is configurable.

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 click on the Non Conformance button to bring up the Non Conformance form where you can select the reason:

Trip Debrief Order Noncon.png


Finance tab

The Finance tab is used to display Trip Costs and allow the user to add payments.

Trip Debrief Finance.png

You can access the detail of the payments using the Payments button to bring up the Payments screen.


Trip Services

The Trip Services tab can be used to add any additional services to the trip:

Trip Debrief Trip Services.png

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

You can delete services using the Delete button provided.


Order Services

The Order Services tab can be used to add any additional services to the orders on the trip:

Trip Debrief Order Services.png

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

You can delete services using the Delete button provided.


Audit tab

The Audit tab is used to display details on trip status change.

Trip Debrief Audit.png


COL/DEL Debrief tab

The COL/DEL Debrief tab can be used to capture additional collection/delivery information on orders/stops. This is commonly used for bulk loads.

Trip Debrief ColDel.png

The first order is selected for you by the screen. You can navigate to the next or previous orders using the buttons provided.

You can enter:

  • Collection Date and Time.
  • Delivery Date and Time.
  • Collection Point Arrival Time
  • Delivery Point Arrival Time
  • Collection Point Departure Time
  • Delivery Point Departure Time
  • Vehicle Reg
  • Trailer Number
  • Delivered Weight (Tonnes)
  • Weighbridge Ticket
  • POD Received Date
  • Average MC

You can quickly debrief the entire trip from here using the Debrief button provided, as long as you have already entered the required stop times.


Add Refs tab

The Add Refs tab allows you to view or edit additional order references.

Trip Debrief AddRef.png

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


Trip Tasks tab

The Trip Tasks tab allows you to view trip tasks stored against the trip.

Trip Debrief Trip Tasks.png

Note Note: Trip Tasks can only be added through the interface or through automatic debrief from some external POD application - as such its use is limited to those operations only.


Trip Stop Tasks tab

The Trip Stop Tasks tab allows you to view trip tasks stored against the trip stop.

Trip Debrief Trip Tasks.png

Note Note: Trip Stop Tasks can only be added through the interface or through automatic debrief from some external POD application - as such its use is limited to those operations only.

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