Parameter

Description

System-provided

This is a system-generated report.

NOTE

Link this report to the Work Ticket button available within Local Dispatch by assigning the report to a Report System Location of “Work Ticket Report.”

Field

Description

Header Information

Branch

Displays the name and address of the branch as defined within Branch Setup. Address information pulls from the Default Branch Address associated to the record.

Phone Number

The phone number set for the Default Branch Address within Branch Setup displays.

Work Ticket Number

This field displays the ticket number assigned to the service request through the Work Ticket function

Service Date

Displays the date scheduled to perform the request

See Add Local Service for more information

Shipper

Displays the formatted shipper name combined from the Last Name/Company Name and First Name fields from the Name, Address, Phone tab

Order Number

Below the Service Date displays the Order Number.

Origin

Address associated to the location marked as the Origin within the Contacts and Locations tab displays.

Destination

Address associated to the location marked as the Destination within the Contacts and Locations tab displays.

Contact Information

This section displays all phone numbers and the email address set within the shipper contact section within the Contacts and Locations tab.

Personnel and Accounts

Coordinator

Displays the name of the person assigned as the Coordinator within the Contacts and Locations tab.

Salesperson

Displays the name of the person assigned as the Salesperson within the Contacts and Locations tab.

Customer

Displays the entity assigned as to the Customer (Customer Number) in Billing Information.

Displays the entity assigned as the National Account in Billing Information.

National Account #

This field displays the identification number for the account associated to the National Account in Billing Information.

PO #

Number assigned as the Purchase Order Number in Billing Information.

Billing Information

Payment Type

Displays the Payment Type value in Billing Information.

Displays the Valuation value from Job Information.

Tariff/Rate

Displays the Tariff/Rate value in Billing Information.

Contract

Displays the Contract value in Billing Information.

Cubic Feet

Displays the Cubic Feet from Job Information.

Weight

Displays the Weight from Job Information.

Miles

Displays the Miles from Job Information.

Move Dates

Job Start Date

Displays the Job Start Date from Job Information.

Job End Date

Displays the Job End Date from Job Information.

Services

Service Type

The type of service dispatched.

See Add Local Service for more information.

Estimated Service Start Time

Displays the anticipated Job Start Time as set through Set Service Time.

Estimated Service End Time

Displays the anticipated Job End Time as set through Set Service Time.

Hours Drive

Displays the Hours Drive One Way value set within Add Local Service.

Estimated Hours

Displays the Total Hours Required set within Add Local Service.

Estimated Crew

Displays the total estimated crew needed defined within Add Local Service.

Hours Each

Displays the total estimated time needed per crew defined within Add Local Service.

Equipment

This section only appears if equipment reservation(s) exist for the service.

Equipment

Displays a list of all reserved equipment for the service sorted by the equipment identification number. A total count of equipment reserved for the service is also displayed.

Equipment dispatched by service time display in one Equipment listing. Separate listings do display if there is one or more equipment reservation based on quantity.

See Equipment Setup and Reserve Equipment more information.

CPU

This section only appears if CPU item(s) exist for the service.

Containers

Estimate Counts

Displays the estimated material count defined for each container, packing, and unpacking item.  A total count of all estimated material items also displays.

See Update Containers, Packing and Unpacking for more information.

Crates

This section only appears if crating data exist for the service.

Description

Quantity

Height

Width

Length

Cubic Feet

Displays the data set for the crating information associated to an order through the Crating Information screen.  See Update Containers, Packing and Unpacking for more information.

Totals of all crates linked to an order display in this section for the number of total crates and the total cubic feet of all crates.

Additional Notes

Area reserved for write-in information.

Signature and Disclaimer

An area is dedicated to printing the following disclaimer that includes the branch name and is followed by a Customer Signature and Customer Printed Name area.

Disclaimer Text

The undersigned confirms that [BRANCH NAME] and its affiliates are authorized to and have provided the services as described above. Please read this document before signing and ask for an explanation of any part that is not clearly understood or inconsistent with any previous representation.

Crew

This section only appears if crew assignment(s) exist for the service.

This section displays the crew assigned to the service in a grid. The total crew count appears in the header above the grid. Details include the name and labor type of the worker and their scheduled arrival and departure time (as specified within Assign Crew).

Additional boxes in the grid allow you to write in the following for each crew member:

Warehouse Departure

Site Arrival

Break (hours)

Site Departure

Warehouse Return