(Contents) (Previous) (Next)


DELIVERY RECORD

Overview

Selection of the deliver.gif icon from the Toolbar or Delivery from the Movements menu option in the Relief Hire Vehicle Details form opens the Delivery Record form.

This form enables the creation and subsequent administration of delivery records for a selected relief hire vehicle.

The Collect_deliver checkbox within Repairer Tab of Address Groups must be ticked for this form to be enabled.

This form is split into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.

Menu Bar

The content of the Delivery Record menu bar is as follows:

Save

Saves data amendments. The system also automatically prompts Do you also want to create a collection? The Yes or No command button is selected as appropriate.

If No is selected then a return to the Relief Hire Vehicle Details form is effected

If Yes is selected then the Associated Movement sub-form is displayed. The cursor is located in the Registration Number field. The registration number may be directly keyed into this field or, selection of the ellipsis button immediately to the right of this field presents the Fleet Global Search form that enables a vehicle to be found by entering search selection criteria. If a vehicle registration number is entered for a vehicle that is not a current record within the marketing vehicle database then a temporary record is created).

Both the registration number and the full vehicle variant description are returned to the Associated Movement form. Selection of the Cancel command button at this stage results in a return to the Relief Hire Vehicle Details form. Selection of the Create Movement command button results in the display of the Collection Record form.

Delete

This option only becomes available following creation of the movement record and is used for deleting the current delivery record.

Exit

Exits to the Relief Hire Vehicle Details form. If any data changes have been made the system prompts "Do you want to save changes to this movement? ". Select the Yes, No or Cancel command button as appropriate.

Provides online access to a context sensitive Help form.

Toolbar

The content of the Delivery Record toolbar is as follows:

Exits to the Relief Hire Vehicle Details form. If any data changes have been made the system prompts "Do you want to save changes to this movement? ". Select the Yes, No or Cancel command button as appropriate.

Saves data amendments. The system also automatically prompts Do you also want to create a collection? The Yes or No command button is selected as appropriate.

If No is selected then a return to the Relief Hire Vehicle Details form is effected

If Yes is selected then the Associated Movement sub-form is displayed. The cursor is located in the Registration Number field. The registration number may be directly keyed into this field or, selection of the ellipsis button immediately to the right of this field presents the Fleet Global Search form that enables a vehicle to be found by entering search selection criteria. If a vehicle registration number is entered for a vehicle that is not a current record within the marketing vehicle database then a temporary record is created).

Both the registration number and the full vehicle variant description are returned to the Associated Movement form. Selection of the Cancel command button at this stage results in a return to the Relief Hire Vehicle Details form. Selection of the Create Movement command button results in the display of the Collection Record form.

This icon only becomes available following creation of the movement record and is used for deleting the current delivery record.

Provides online access to a context sensitive Help form.

Delivery Record Dialogue Box

The Delivery Record Dialogue Box contains data entry fields relevant to the creation of a new delivery movement record. These are as follows:

The registration number of the currently selected vehicle. This field cannot be edited.

The agreement number to which the currently selected vehicle is attached. This field cannot be edited.

The system automatically displays text derived from the user login ID and the current date and time. e.g. kcc82-14/12/00-14:54. This may be overtyped to create an alternative reference if required. It is usual to accept the default contents for vehicle tracking records.

The branch from where the delivery is to be made e.g. NEW (Newbury). Selection of the ellipsis button immediately to the right of this field displays a Branch Records List Box which displays a list of current available branches from which to select. Only valid branch codes may be used. These are set-up in the Branches menu option in the Miscellaneous Menu within the Movement Control Module.

This is the movement status code e.g. AGREE (Agreed Delivery Time). It is optional for vehicle movements, but important for vehicle tracking records. Selection of the ellipsis button immediately to the right of this field displays a Status Codes List Box which displays a list of current available status codes from which to select. Only valid status codes may be used. These are set-up in the Movement Status Descriptions menu option in the Miscellaneous Menu within the Movement Control Module.

The full description of the status code is displayed to the right of this field.

The date the delivery is to take place. Enter T if today's date is to be used.

The time the delivery is to take place. This may be estimated between two given times. The earlier time is displayed here.

The time the delivery is to take place. This may be estimated between two given times. The later time is displayed here.

The odometer reading when the vehicle movement begins. This may be important for deliveries that are charged by the mile.

The odometer reading at the end of the vehicle delivery.

The address group of the customer to receive delivery of the relief hire vehicle.

Enter the Customer Address Group (e.g. MINERVA) directly or select the ellipsis (...) button immediately to the right of this field to initiate a Customer search. A single-left-click of the ellipsis button displays an Address Group Search form that enables selection from the current available address groups. The cursor is located in the search field. Key part or all of the required customer address group code (uppercase characters are required) and select the Group command button. Address Groups matching the entered criteria are displayed and, having selected the required group by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Delivery Record form.

The delivery name is automatically displayed following selection of a known customer. This may be overtyped if required.

The delivery address is automatically displayed following selection of a known customer. This may be overtyped if required.

The postcode is automatically displayed following selection of a known customer. This may be overtyped if required.

If company drivers are employed they should be established in the driver file in the Drivers menu option in Miscellaneous Options within Movement Control. The codes may also include agency drivers, either by name or by company. Only valid codes or a blank are permitted.

A small text area into which any special delivery instructions (that are required to appear on the printed vehicle movement document) may be typed. Two lines of up to 50 characters are available.


(Contents) (Previous) (Next)