Work Ticket (O&I) Report

This report provides detailed information on local, scheduled services and is designed specifically for an Office & Industrial move request. This report typically ties to the Work Ticket function within Dispatch Center.

Parameters

This is a system-generated reported.

Parameter	Description
System-provided	This is a system-generated report.

NOTE

Link this report to the Work Ticket button available within Local Dispatch by assigning the report to a Report System Location of “Work Ticket Report.”

Report Details

Report Grouping

No report grouping is in effect.

Detail Information

The following table describes the fields that display on this report.

Field	Description
Header Information
Branch	Displays the name and address of the branch as defined within Branch Setup. Address information pulls from the Default Branch Address associated to the record.
Phone Number	The phone number set for the Default Branch Address within Branch Setup displays.
Work Ticket Number	This field displays the ticket number assigned to the service request. through the Work Ticket function
Service Date	Displays the day of week and 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
Order Number	Below the Service Date displays the Order Number.
Origin Location
Address and contact information associated to the location marked as the Origin set for the service through Add Local Service displays. This information links back to the Origin record established within the Contacts and Locations tab and is set through the Add/Edit Order Location screen. The following Origin Location data displays in this section.
Origin	Address lines (1-3), City, State, Postal Code, and Country set for the Origin Location within Add/Edit Order Location display.
Contact	Contact person set for the Origin Location within Add/Edit Order Location displays.
Phone	Phone Number and Extension associated to the selected contact person set for the Origin Location within Add/Edit Order Location displays. This data is managed within the Add/Edit Order Contact screen.
Mobile	Mobile Number associated to the selected contact person set for the Origin Location within Add/Edit Order Location displays. This data is managed within the Add/Edit Order Contact screen.
Destination Location
Address and contact information associated to the location marked as the Destination set for the service through Add Local Service displays. This information links back to the Destination record established within the Contacts and Locations tab and is set through the Add/Edit Order Location screen. The following Destination Location data displays in this section.
Origin	Address lines (1-3), City, State, Postal Code, and Country set for the Destination Location within Add/Edit Order Location display.
Contact	Contact person set for the Destination Location within Add/Edit Order Location displays.
Phone	Phone Number and Extension associated to the selected contact person set for the Destination Location within Add/Edit Order Location displays. This data is managed within the Add/Edit Order Contact screen.
Mobile	Mobile Number associated to the selected contact person set for the Destination Location within Add/Edit Order Location displays. This data is managed within the Add/Edit Order Contact screen.
Contact Information
This section displays all phone numbers and the email address set within the shipper contact section within the Contacts and Locations tab.
Personnel and Accounts
Coordinator	Displays the name of the person assigned as the Coordinator within the Contacts and Locations tab.
Salesperson	Displays the name of the person assigned as the Salesperson within the Contacts and Locations tab.
Customer	Displays the entity assigned as to the Customer (Customer Number) in Billing Information.
National Account	Displays the entity assigned as the National Account in Billing Information.
National Account #	This field displays the identification number for the account associated to the National Account in Billing Information.
PO #	Number assigned as the Purchase Order Number in Billing Information.
Move Dates
Job Start Date	Displays the Job Start Date from Job Information.
Job End Date	Displays the Job End Date from Job Information.
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. Equipment dispatched by service time display in one Equipment listing. Separate listings do display if there is one or more equipment reservation based on quantity. See Equipment Setup and Reserve Equipment more information.
CPU
Containers Estimate Counts	Displays the estimated material count defined for each container, packing, and unpacking item. A total count of all estimated material items also displays. 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.
Locations	This section only appears if locations exist for the service and are selected within the Select Locations screen.
Location Description Location Type Address Contact Contact Phone	Displays the location data for an Office & Industrial service request. The data includes items set within the Add Local Service screen for locations on the service.
Notes
Special Instructions (Origin)	Displays the memo attached to the order through Special Instructions (Origin) in Move Information or to the service through Add Local Service. This section appears when the Include Special Instructions On Work Ticket flag is checked within the System Wide Options.
Special Instructions (Dest)	Displays the memo attached to the order through Special Instructions (Destination) in Move Information or to the service through Add Local Service. This section appears when the Include Special Instructions On Work Ticket flag is checked within the System Wide Options.
Special Instructions (Local Move)	Displays the memo attached to a local through Special Instructions set within the Add Local Service screen. This section appears when the Include Special Instructions On Work Ticket flag is checked within the System Wide Options.
Additional Notes	Area reserved for write-in information.
Crew	This section only appears if crew assignment(s) exist for the service.
This section displays the crew assigned to the service in a grid. The total crew count appears in the header above the grid. Details include the name and labor type of the worker and their scheduled arrival and departure time (as specified within Assign Crew). Additional boxes in the grid allow you to write in the following for each crew member: Warehouse Departure Site Arrival Break (hours) Site Departure Warehouse Return
Signature and Disclaimer
An area is dedicated to printing the following disclaimer that includes the branch name and is followed by a Customer Signature and Customer Printed Name area. Disclaimer Text The undersigned confirms that [BRANCH NAME] and its affiliates are authorized to and have provided the services as described above. Please read this document before signing and ask for an explanation of any part that is not clearly understood or inconsistent with any previous representation.