Truck Dispatch Entry

Program/Screen: RATRKT/RATRKT20

Description:

Use this screen to enter information needed to dispatch a truck for a rental delivery, a pickup, an exchange, or a service call. After a truck dispatch has been created, if you need to update it, press F16 (Shift + F4) from any menu, or select Truck Dispatch from the Additional Operations menu to access Truck Dispatch Display.

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Navigation
Fields
Function Keys

Navigation

Based on settings in various RAOUT control records, this screen may display at the end of entering a rental contract, an equipment exchange, a rental return, and a pickup ticket, if you indicated that equipment will be delivered/picked up and your system is set to use truck dispatch functionality. Most of the information populates from the rental transaction. Enter other pertinent information, and then press Enter.

You can also access this screen by pressing F6=Add Request from the Truck Dispatch Display screen.

Unique Truck Dispatch Screens

Truck Dispatch Display

Truck Dispatch - Select Criteria

Truck Dispatch Entry

Truck Dispatch - Timer

Truck Dispatch - E-mail

Where Used

Create/Update Rental

Create Rental Reservation/Quote

Exchange Equipment

Pickup Ticket

Full Return

Create Inventory Transfer

Sales Order/Invoice

Open Work Order

Fields

Map page/grid

Displays the page number and grid identification found on your map for the shipping address.

Status

Indicate the status of the dispatch. This field is mandatory in order to complete and post the dispatch. If you don't enter the status here, you can enter it via the options on the Truck Dispatch Display screen. Valid codes include:

* - In Progress
C - Completed
D - Deleted
A - Anytime
H - High Priority
M - Normal Priority
P - Priority
X - Posted

Note

This is a user-defined field. Create the codes for this field in the Default Codes program in Cross Application Maintenance using code DN.

Driver

Enter the driver's name if it is known.

Code

Indicate the type of dispatch. Valid types include:

P - Pickup
D - Delivery
E - Exchange
I - Inter-company
S - Service call
M - Move customer equipment
T - Transfer equipment from job to job
L - Lunch

Reason code

If applicable, enter a reason code that describes why the dispatch was created for an exchange. You can set this field as required in control record RATRK2.

Distance

Displays the distance to the job site based on longitude and latitude information entered in the job record.

Direction

Displays the direction to the job site based on longitude and latitude information entered in the job record.

Truck number

Enter the number of the truck used for delivery. This field is mandatory in order to complete and post the dispatch. You can set this field as mandatory in control record RATRK4.

Load

Enter the designation of the load going out for delivery.

Load sequence

Enter the sequence in which this equipment must be loaded. This is helpful when one truck is making multiple deliveries, and the equipment must be loaded and off loaded in a particular sequence.

Time

Enter or accept the time of the delivery from the rental contract or the system time.

Date

Enter or accept the date of the delivery from the rental contract or the system date.

Equipment/Item description

Enter or accept the descriptions of the equipment or sales items from the rental contract.

Equipment/Item number

Displays the unique numbers assigned to the equipment being rented or the sales items being purchased.

Quantity

Enter or accept the quantities of the pieces of equipment and sales items going on the truck.

Job Number

Enter or accept the numbers for the customers jobs included on the truck.

Replacement Value

Enter the value to replace all items on the truck.

Weight

Enter the total weight of the loaded truck.

Job description

Enter or accept the description of the job from the rental contract.

Customer number

Enter or accept the customer number from the rental contract.

Driver's license state and number

If the delivery is for a cash customer, enter or accept the driver's license state and number.

Invoice number

The invoice number assigned to the rental contract. This is typically the contract number followed by a 4-digit sequence number that increments from 0000 each time a transaction is processed against the contract.

Ordered by

Enter or accept the name of the person who ordered the equipment.

Rental/Out

Indicate what type of job is associated with the contract. Valid types include:

R - Rental
O - Outside work

Hours

Enter the number of hours needed for this delivery.

Purchase order number

Enter or accept the purchase order number from the rental contract.

Territory number/Area

Enter or accept the territory associated with the customer on the rental contract. If you do not know the territory code, press F4 to search for it. Once you have chosen the territory code, the Area for that territory is populated and cannot be changed.

Rate

The rate that is charged for this delivery. This field is mandatory if the Bid field is set to N.

Bid

Indicate how the customer will be billed for the delivery. If you enter Y, then you must enter a quantity in the Amount field. That value can be zero. If you enter N, then you must enter an amount in the Rate field.

Amount

If the Bid field is set to Y, you must enter an amount here to indicate how much the customer will be billed.

No charge

If the Amount field is set to zero (0), this field must contain a Y.

Promise time

Enter or accept the time that you have promised delivery to the customer.

Promise date

Enter or accept the date that you have promised delivery to the customer.

Actual time

Enter the time that the delivery was actually made to the customer. This is entered by someone in the dispatch department after the delivery is made.

Actual date

Enter the date that the delivery was actually made to the customer. This is entered by someone in the dispatch department after the delivery is made.

Comments

Enter or accept the delivery instructions for the driver.

Function Keys

Function Key	Description
F1	Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit. Exit the page or program.
F4	Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F5	Refresh. Refresh the screen and remove entered data.
F6	Display Invoice. Advance to the Display Contract Customer Information screen.
F9	Post. Post the dispatch and disallow further updates.
F12	Cancel/Previous. Exit the program or move back a screen.
F15 (Shift + F3)	Cash Shipping. Advance to the Shipping Information screen to enter shipping information for a cash customer.
F19 (Shift + F7)	Print. Print the truck dispatch to give to the driver.
F23 (Shift + F11)	Delete. Delete the truck dispatch record.
F24 (Shift + F12)	More. Display more available function keys for the program.