This report produces a Work Ticket for a provided Order Number and includes all pertinent move-related information including shipping information, contact information for the shipper, consignee data, coordinator, payment information, tariff, linehaul, weight, requested dates, associated agents, packing counts, trip number, assigned driver, special instructions, service notes, and more.
Refer to Dispatching Work Tickets Report and Work Ticket Report for similar reports.
Parameters
|
Parameter |
Description |
|
Order Number |
Enter a specific Order Number to report on. |
Report Details
Report Grouping
No grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
|
Field |
Description |
|
Displays the Name of the branch as defined within Branch Setup. | |
|
Work Ticket Number |
Displays the ticket number assigned to the service request. See Work Ticket for more information. |
|
Service Date |
Displays the date scheduled to perform the request. See Add Local Service for more information. |
|
Shipper |
Displays the formatted shipper name combined from the Last Name/Company Name and First Name fields from the Name, Address, Phone tab. |
|
Consignor/Consignee |
This section only appears if consignor/consignee data exists for the order. |
|
Consignor Consignor Contact Consignor Phone |
Displays the data set through Name, Address, Phone > Consignor. |
|
Consignee Consignor Contact Consignor Phone |
Displays the data set through Name, Address, Phone > Consignee. |
|
Address and Phone Numbers |
|
|
Origin Address |
Displays the Moving From address, city, and state set on the Name, Address, Phone tab for the order that the service is under. If the service is associated to an extra stop then the address set for the origin extra stop will display. Extra stops are associated to a service through the Add Address function within Add Local Service. |
|
Origin Email |
Displays the Email set within Name, Address, Phone. |
|
Destination Address
|
Displays the primary Moving To address, city, and state set on the Name, Address, Phone tab for the order that the service is under. If the service is associated to an extra stop then the address set for the destination extra stop will be displayed. Extra stops are associated to a service through the Add Address function within Add Local Service. |
|
Shipper Contact Information |
The top four phone numbers listed for the order (Name, Address, Phone) display. |
|
Personnel and Accounts |
|
|
Coordinator |
Displays the name of the person assigned as the Name, Address, Phone > Transportation Coordinator for the order. |
|
Salesperson |
Displays the name of the person assigned as the Name, Address, Phone > Salesperson for the order. |
|
Customer |
Displays the entity assigned as to the Billing Information > Customer (Customer Number) for the order. |
|
National Account |
Displays the entity assigned as the Billing Information > National Account for the order. |
|
National Account # |
Displays the identification number for the account associated to the Billing Information > National Account field. |
|
PO # |
Number assigned as the Billing Number > Purchase Order Number. |
|
Billing Information |
|
|
Payment Type |
Displays the Billing Information > Payment Information > Type value. |
|
Valuation |
Displays the Move Information > Valuation value. |
|
Tariff/Rate |
Displays the Billing Information > Rating Information > Tariff/Rate value. |
|
Contract |
Displays the Billing Information > Rating Information > Contract value. |
|
Estimated Linehaul |
Displays the Moving Information > Disc l/h value. |
|
Cubic Feet |
Displays the Moving Information > Cubic Feet value. |
|
Weight |
Displays the Hauled Weight (or Estimated Weight if Hauled Weight is not set) from Move Information or Billing Information (Revenue Entry). |
|
Miles |
Displays the Moving Information > Miles value. |
|
Auto |
Displays a T if the Move Information > Automobile checkbox is marked. Displays an F otherwise. |
|
With/Shipment |
Displays a T if the Move Information > Auto With Shipment checkbox is marked. Displays an F otherwise. |
|
Trip Information |
|
|
Requested Early Requested Late Requested Time |
Displays the dates entered for Move Information > Pack Dates, Load Dates, and Delivery Dates (in Range) along with the first time value entered for each date. |
|
Preferred Dates |
Displays the dates entered for Move Information > Pack Dates, Load Dates, and Delivery Dates (in Preferred). |
|
BA |
Displays the Booking Agent of the order as set within the Agents tab with the Agent ID followed by the Name and Home phone number as defined within Agent Setup. |
|
OA |
Displays the Origin Agent of the order as set within the Agents tab with the Agent ID followed by the Name and Home phone number as defined within Agent Setup. |
|
HA |
Displays the Hauling Agent of the order as set within the Agents tab with the Agent ID followed by the Name and Home phone number as defined within Agent Setup. |
|
DA |
Displays the Destination Agent of the order as set within the Agents tab with the Agent ID followed by the Name and Home phone number as defined within Agent Setup. |
|
Trip # |
Displays the trip number assigned to the move request through Long Distance Dispatch > Current Driver Activity. |
|
Driver |
Displays the driver assigned to the trip through Long Distance Dispatch > Current Driver Activity. |
|
Equipment |
This section only appears if equipment reservation(s) exist for the service. |
|
Equipment |
Displays a list of all reserved equipment for the service sorted by the equipment identification number. A total count of equipment reserved for the service is also displayed. See Equipment Setup for more information. |
|
CPU |
This section only appears if CPU item(s) exist for the service. |
|
Containers Estimate Counts |
Displays the estimated material count defined for each container, packing, and unpacking item. A total count of all estimated material items is also displayed. See Update Containers, Packing and Unpacking for more information. |
|
Crates |
This section only appears if crating data exist for the service. |
|
Description Quantity Height Width Length Cubic Feet |
Displays the data set for the crating information associated to an order through the Crating Information screen. See Update Containers, Packing and Unpacking for more information. Totals of all crates linked to an order display in this section for the number of total crates and the total cubic feet of all crates. |
|
Extra Stops |
This section only appears if extra stop(s) exist for the service. |
|
Pickup/Destination Stop From Date To Date From Time To Time Company Address Contact Contact Phone Contact Work Phone |
Displays data set for Extra Stops associated to the order through Select Extra Stops. The stops added through the Extra Stops option are listed on the report based on their assigned Stop Number with Pickup items followed by Delivery items. Here’s how the Extra Stops sections would display:
However, the display order can be customized through the Extra Stops option. |
|
Notes |
|
|
Imported Notes |
Displays all notes associated to the order imported from a third party application. |
|
Special Instructions (Origin) |
Displays the memo attached to the order through Move Information > Special Instructions (Origin). |
|
Special Instructions (Dest) |
Displays the memo attached to the order through Move Information > Special Instructions (Destination). |
|
Directions (Origin) |
Displays the memo attached to the order through Move Information > Directions (Origin). |
|
Directions (Dest) |
Displays the memo attached to the order through Move Information > Directions (Destination). |
|
Additional Notes |
Displays all other notes associated to the order of the work ticket. |
Report Totals
No report totaling is in effect.