Table of Contents

Configuration Package Driver

General

The functionality Configuration Package Driver supports users in migrating driver-data to Boltrics 3PL Dynamics.

Functionality

Drivers can be used by a planner to plan trips. This can be a employee of the company or a driver working for a subcontractor.

Step 1. Preperation

  1. Check no. series on manual entry

    1. Open the page: Transport Setup, Tab: Numbering and click on the look-up button in the field: Driver Nos.
    2. Click on: Select from full list in the selection page.
    3. Scroll to the right side in the screen: Select No. Series and check if the field: Manual Nos. is activited.
    4. If not Click on the button: Edit List and activate the field: Manual Nos.

  2. Check/update related tables Not applicable.

Step 2. Create file with Truck-data

  1. Create Excel-file for migrating driver data. The following steps have to be perfomed to create an Exel-file for migrating addresses.

    1. Open page: Configuration Packages
    2. Go to the line with code: DRIVER and open the page.
    3. Click on the button: Export to Excel and confirm with Yes
    4. The file will be available in the download-folder and contains the following worksheets; Resource, Resource Group,Restriction and Restiction Assigned

  2. General guidlines entering data into the Excel-file

    1. Do not change the names of worksheets and/or colums.
    2. Do not delete/change the first 3 rows in a worksheet.
    3. Click on the title of a column to see the format of a field. Some examples of formating:
    Value Remarks
    Boolean 0=False, 1=True
    Code20 Field may contain, characters, numbers and punctuations, maximum length of value in the field: 20.
    Date Values have to be entered as DD/MM/YYYY
    Decimal A number with decimal places
    Option The comment will contain a list of values which can be used.
    Text100 Field may contain all type of characters, maximum length of value in the field: 100
    Time Values have to be entered as HH:MM:SS

  3. Enter the driver data into the Excel-file

    1. Worksheet: Resource Group. Start with the worksheet Resource Group. These groups can be used in Resources. The use of groups is recommended for planning and analysis purposes. For example, groups can be based on the type of work or the category of vehicles a driver may drive.

      Field Mandatory Remarks
      Code Yes un unique code for the group
      Description Yes The description.

    2. Worksheet: Resource When completed the worksheet Resource Group the worksheet Resource can be started. For each vehicle a line has to be entered.

      Field Mandatory Remarks
      Type Yes Fixed value: Driver.
      No. Yes The unique code for the driver.
      Description Yes The full name of the driver
      Resource Group Yes The code as defined in the worksheet: Resource Group in the column: Code.
      Driving licence No. No The id-number of the driving licence.
      Driving licence category No The catergories of the driving license.
      Driving licence valid untill No The experation date of the driving license.
      Birth date No The date of birth of the driver
      Default Site No Fill only when multiple site-planning is applicable. The code of the address-record of the site.
      Carrier Yes Options: 0(driver is employed by the company), 1(driver is employed by a subcontractor).
      Carrier No. No The vendor No.. Only applicable if the vehicle is owned by a sub-contractor.
      Phone No. No The phone number of the driver.
      Email No The email address of the driver.
      Status Template Code Yes Fixex value: RESOURCES
      Status Code Yes Fixed value: 10-NEW

    3. Worksheet: Restrictions When completed the worksheet: Resource the worksheet: Restriction can be completed. It is not mandatory to use Restictions. Restrictions may already have been migrated on addresses or other resources so only additional restrictions have to be entered. Restrictions can be linked to Addresses, Goods and/or resources like containers, trucks, trailers, drivers. Examples of restrictions are: ADR and LZV. For entering data the following guidelines:

      Field Mandatory Remarks
      Code Yes A unique code for the restriction.
      Name Yes The name of the description.
      Code Caption Yes Same value as Name.
      Filter Caption Yes Same value as Name.
      Description No Same value as Name.

    4. Worksheet Restrictions Assigned When completed the worksheet: Restrictions the worksheet: Restrictions Assigned can be completed. Each line results in a restrictions to linked to a driver. For entering data the following guidelines:

      Field Mandatory Remarks
      Table ID Yes Fixed value: 11172721
      Type Yes Fixed value: 2
      No. Yes The value of the field: No. in the worksheet: Resource.
      Restriction Code Yes The value of the field: Code in the worksheet: Restriction.
      Available Yes Is the restriction available on the driver, 0=False, 1=True.
      Required Yes Fixed value: 0.
      Forbidden Yes Fixed value: 0.

Step 3. Importing the data into Boltrics 3PL Dynamics

The following steps have to be perfomed to import the data from the Exel-file.

  1. Open page: Configuration Packages
  2. Go to the line with code: DRIVER and open the page.
  3. Click on the button: Import from Excel.
  4. A window will appear in which the Excel-file can be dropped.
  5. A new page will be opened: View - Config Package Import Preview. Click on the button: Import
  6. The page: Config. Package Card wil be opened. Click on the button: Apply Package and confirm with Yes.
  7. A window will apear to show the processing. When completed the number of errors, inserts and modifications will be shown.
  8. When errors are reported click on the line with the corresponding table in the field: No. of Packages Errors.
  9. The page Config. Package Records - (Tablename) will open and show the data of the records with errors. Select a line and click on th button: Show Error to read the error. Adjust the data and click on Apply data.

When the import is completed the vehicle will appear in the page: Truck List

Step 4. Finish import

As a final step, the manual assignment of numbers should be disabled.

Disbale manual entry on no. series

  1. Open the page: Transport Setup, Tab: Numbering and click on the look-up button in the field: Truck Nos.
  2. Click on: Select from full list in the selection page.
  3. Scroll to the right side in the screen: Select No. Series.
  4. Click on the button: Edit List and disable the field: Manual Nos.
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