Advance Management

Use the Advance Management screen to generate advances for personnel in Local Dispatch and Long Distance Dispatch.

Figure 1: Advance Management screen

Access this screen through the following:

• Advances button in Current Driver Activity

• Right-click option of Advance Management in Local Dispatch (see Right-Click Options (Local Dispatch))

• Right-click option of Advances in Long Distance Dispatch (see Right-Click Options (Long Distance Dispatch))

Entering advances within Advance Management does not create any accounting transactions. It only establishes a pending advance within the system and allows it to be available to the Advance Processing, where a user can generate the actual accounting transactions.

The following table describes the fields and functions within this screen.

Field/Function	Description
Vendor	The vendor-assigned employee displays in this field. The application will generate transactions based on Vendor assigned to the employee through their Personnel Setup.
	Refresh This function updates the data behind the grid and vendor with the latest information from the database.
Trip Number	The trip the advance is associated with displays.
Order Number	The Order Number the advance is associated with displays.
Date	The created date of the advance displays.
Amount	The dollar amount of the advance displays.
Reason	Description provided for the need of the advance displays.
Authorized By	This field displays the user that created the advance.
Reference Number	Any provided reference information will display.
Manual Banking Service Send	Displays the option set indicating whether to include advance transactions in an upload to a banking service provider (this flag not set) or not (flag is set).
Posted Date	This field displays the date transaction generated for the record through Advance Processing.
Posted By	The user that generated the transactions for this record through Advance Processing displays.
Voided Date	The date the advance was voided displays.
Voided By	The user that voided the advance displays.
	Add Open the Add/Edit Advance screen allowing a user to create a new advance for the specified Vendor.
	Void This function voids the selected record without prompting the user to confirm the request. The application will set the Voided Date and Voided By values.
	Close This function closes the screen.

Run the Driver Advances Report to view advance requests generated through Advance Management.