Field/Function

Description

Order Number

This field displays the unique identifier assigned to the accessed order.  See Order Number for more information.

Shipper Name

The shipper name as set through the Last Name/Company Name and First Name/MI fields in Name, Address, Phone displays here.

Import revenue as

Import revenue as

You have two options allowing you to control how the revenue items import for labor and hourly-based equipment resources. The application references labor from what is entered for actuals within the Crew tab and what is referenced from what is set within Equipment Times within the Enter Actuals screen.

Import Labor and Hourly Equipment as a single revenue item

Choose this option to bring in revenue associated to labor and/or hourly-based equipment as a single transaction item (default setting). When importing items, the application combines revenue for the same Service Code (Item Code) across multiple items into a single line entry. For example, if there are two items under Service Code 6016, then the application combines the amount into a single entry under the 6016 code.

Import Labor and Hourly Equipment as individual revenue items

Choose this option to import revenue items associated to labor and/or hourly-based equipment as separate revenue line items based on the rate amount applied, as either regular, overtime, or double time. For example, if multiple crew work the service and their time links to a single Service Code, then the application creates up to three separate revenue items under that same Service Code: One for regular time, one for overtime, and one for double time. Additionally, for this option, the application lists equipment resources charged on an hourly basis separately (always at a regular rate).

In order for this feature to work, the following must be established on your system:

•      The Apply Regular, OT and Double Rate flag must be set for the Rate Type (see Rate Type Setup)

•      Rates for Item Code must link to the Rate Plan set on the order (Rate Plan Setup), set for the corresponding Labor Type (Labor Type Setup) and Local Service Type (Local Service Type Setup).

•      The Rate Schedule for Labor must be defined to determine which rate is in effect.

Note: If the overtime or double time rates are not set, the application automatically computes an overtime rate and double time rate based on the regular Rate set for the Item Code within Rate Plan Setup. The overtime rate computes at 1.5 times the amount of the regular rate and the double time rate computes as 2 times the amount of the regular rate.

Select the service to import

Click on the record you wish to import and press OK. The following data is available to assist you in identifying the correct record.

Work Ticket Number

The Work Ticket number assigned to the service through Local Dispatch displays in this field.

Service

The description set for the service through Local Services displays in this field.

Service Date

The date of service assigned to the record through Local Services.

Imported

This column will display a flag when actual of the service are imported into Transactions.

Status

The Local Services Status displays.

OK

Imports revenue associated to the selected service into Transactions.

Cancel

This function closes the screen without importing.