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Pathway: Operations > Dispatch

The processes detailed in this article apply only to Approved Storage.

The billing process uses tools and features in the Dispatch tool. This process works minimally one day behind current day to post charges for services rendered.

Review and Post Work Orders

 Review and Post Completed Work Orders

Review and Post Work Orders

Operations > Dispatch

Filtering Options

Enter dates into the From and To date fields. If this is for a single day, enter the same date into both fields.

Select a Division to filter results on.

Select the Line of Business.

Select Work Order Posting from the drop down immediately below the From and To fields to view what has not been posted.

Select Load.

Posting Completed Services

1. Select the numeric value from the Scheduled column for a route to display the Services List.

2. Select Billing from the drop down field to change the view of the Services List editor.

3. Double-click on the work order to display the Services Record editor.

  • Review the Details tab for any driver notes which may alert of additional charges

  • Review the Changes tab and confirm the weight was taken

4. Select Posted from the Posting Status drop down (in either the Details or Charges tabs) if nothing further is needed.

Posting Exceptions

  1. Select the numeric value from the Exceptions column for a route to display the Services List.

2. Select Billing from the drop down field to change the view of the Services List editor.

3. Double-click on the work order to display the Services Record editor.

  • Review the Details tab for driver notes

4. Select the Charges tab. If an additional charge applies to the exception apply it here. To apply a charge:

  • Select the green plus icon

  • Search and select an applicable charge.

  • Enter a quantity value in the Gross Qty field. Entries here will update the Charge Qty field.

    • NOTE: If there is a value in Work Order Minimum, no additional charges should apply.

5. Select ‘Posted’ from the Posting Status if no other follow up is needed.

 Navigating Between Screens

Quickly navigate to an account from the Services List to reference account details such as charge rates for Active Services.

Navigate from Services List to Account:

  1. Select the name of the Location from the Services List (underlined indicates this is a hyperlink).

    • Review all necessary account information.

Return to Services List from Account:

  1. Return to the Services List from the Account screen by selecting the Back icon that displays above the account’s left panel toolbar.

Work Orders Unable to Post

In the event a work order cannot be completed, a task should be created.

INSERT IMAGE HERE

 Create a Task

Notes

Posting Completed Services

  • Double-click on the work order to display the Services Record editor

    • Check for notes from driver such as additional charges that should be added

    • On the Charges tab they are making sure a weight is there

    • If everything looks good they are going to change the Ready to Post to Posted

  • Close the window to display the Services List editor and the POsting Status will show Posted and there will be a value in the Revenue column for the Work Order.

  • If labels were created but a weight was not taken you will not be able to Post until it has been weighed

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