Table of Contents

Tab: General

General

The tab: General on a trip contains the General information on the trip like Route and status.

Functionality

TripGeneral

Actions
  • Home
    • Package Administration: opens the page: Package Administration to register the exchange of packages
    • Document links: opens the page: Documents and show document related to the order.
    • Comments: opens the page: Comments which shows all comments on the trip.
    • links: opens the page: Links to show all files linked to the trip. Same information can be found in the fact-box: Record Links Webclient.
    • Steps: the Steps which can be activated on the trip. Only Steps which have been configured on the Status Template on the current status of the trip will be shown.
    • Print: the report selection page will be opened so various reports can be printed.
  • Functions
    • Assign Sections: opens the page: Trip Assing Section so unplanned sections can be planned on the trip.
    • Calculate Revenue/Costs
      • Calculate Revenue/Costs: based on de trip and Contracts cost-lines will be created on the trip.
      • Execute Contract Strategy: applies the Contract Strategy and generates costs on a trip.
      • Recalculate Fuel Clause: will remove the fuel costs and recalculate fuel costs based on the Contract Strategy.
      • Recalculate Toll Clause: will remove the toll costs and recalculate toll costs based on the Contract Strategy.
    • Compare Vendors: opens the page: Compare vendors which will show alle vendors offering services on the trip.
    • Insert Package: -
    • Apply Template
      • Apply Template: The list of templates applicable on the trip will be shown. User can sellect and apply the template.
      • Create Template: A new trip-template can be created.
      • Overview Template: The list of templates applicable on the trip will be shown.
    • Create Irregularity: An new Irregulatiry will be created and the page Irregulatiry will be opened automatically.
    • Add optional Revenues/Costs
      • Add optional Revenues/Costs: Opens the page Services list so surcharges can be added manually to the trip.
      • Add optional Revenues: Opens the page Revenue list so surcharges can be added manually to the trip.
      • Add optional Costs: Opens the page Costs list so surcharges can be added manually to the trip.
    • Create Request: will create a new support-request at Boltrics.
    • Plan: Will open the page Transport Planning Functions.
    • Post
      • Post and Print: Posts the trip and moves the trip to the Posted Trip list.
      • Post and E-mail: Posts the trip, moves the trip to the Posted Trip list and sends the e-mails as scheduled when posting.
      • Post and print: Posts the trip, moves the trip to the Posted Trip list and prints the documents as scheduled when
      • Post Batch: Opens a selection page to set filters to select a range of trips to be posted.
    • Calculate
    • Next Status
      • Next Status: Changes the status of the trip to the next status. The next status is depending on the settings in the Status Template: Order.
      • Previous Status: Changes the status of the order to the previous status. The previous status is depending on the settings in the Status Template: Order.
    • Trip
      • Planning Setup: Will open the page: Planning Setup to show the parameters for the trip. Can be modified if required.
      • Orders: Will open the page: Order List ans showns all orders linked to the trip.
      • Restrictions: opens the page: Restictions to show/manage the Restictions applicable on the trip.
      • Conditions: pens the page: Conditions related to the trip.
      • E-mails: opens the page: Email to show all e-mails sent related to the order.
      • Boardcomputer Log Entries: opens the page Boardcomputer Log Entries which contains a log a the planned activities sent to the boardcomputer.
      • Device Activities: opens the page: Device Activities and shows messages on activites received from the device.
      • Activities: opens the page: Activites which will show all Activities to be performed to execute a trip.
      • Irregularities: opens the page: Irregularities to whow all Irregularities related to the trip.
      • Attritbute Set: opens the page: Document information Set Entries related to the trip.
      • Dimensions: opens the page: Dimensions and shows the Dimensions applicable on the trip.
      • Data Integrations: opens the page: Data Integration Message List related to the trip.
      • Device Task Outbound log: opens the page: Device Task Outbound Log and shows messages on tasks sent to the device.
Fields
  • No.: the tripnumber is not shown as a field as this number is presented in the title of the document.
  • Plan Department: the Plandepartment as determinated by the Routing Strategy.
  • Order Type: the ordertype as applicable on the trip.
  • Route: the value in this field is generated automatically based on the cities in which a stop is planned, the pinpoint indicates which city is next to be visited. For more infor see tip!.
  • Status: the current status of the trip based on the status Template. Click on the button: ... to open the statuslog of the trip.
  • Restrictions: the Restrictions set on the trip.
Tip

The display of the contents of the field: Route can be influenced by the following parameters:

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