Selection of the 
icon from the
Toolbar in the Vehicle Movements screen opens the
Delivery Record screen. This screen may also be accessed from within the
Order Tab within Vehicle Purchasing.
This screen enables the creation and subsequent administration of delivery records for a selected vehicle.
Selection of the General Tab displays details of the third party agent carrying out the delivery in addition to movement details and the customer address.
The General Tab Dialogue Box contains the following fields:
If the Enable Logistics Movements checkbox is ticked within the Details 2 Tab of the Address Group then this displays a number of Agent fields which enable a 3rd party collection/delivery agent to carry out the vehicle movement.
Tip: Only those address groups with the Enable Logistics Movements checkbox ticked are enabled as third party agents.
The address group of the third party agent to deliver the vehicle.
Enter the Address Group (e.g. MINERVA) directly or select the ellipsis (...) button immediately to the right of this field to initiate a Fleet Address Group 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 screen.
The name of the third party agent from the marketing record. The name is automatically displayed following selection of a known agent. This may be overtyped if required.
The address of the third party delivery agent is automatically displayed following selection of a known agent. This may be overtyped if required.
The contact name at the third party delivery agent; this is automatically displayed following selection of a known agent. This may be overtyped if required.
The telephone number of the third party delivery agent; this is automatically displayed following selection of a known agent. This may be overtyped if required.
The fax number of the third party delivery agent; this is automatically displayed following selection of a known agent. This may be overtyped if required.
The email address of the third party delivery agent; this is automatically displayed following selection of a known agent. This may be overtyped if required.
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.
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 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.
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 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.
A series of mutually exclusive option buttons that allow input of a more generally vague collection time to be entered - morning, afternoon or, simply, unspecified.
Confirmation that the agent has received notification of the required delivery. This is the date on which confirmation is received.
The address group of the customer to receive delivery of the 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 screen.
The customer name from the marketing record. 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.
Confirmation that the customer has been successfully notified of the required delivery. This is the date on which confirmation is received.
- Telephone
The telephone number of the customer.
- Fax
The fax number of the customer.
The email address of the customer.