Work Ticket Report

This report provides detailed information on local, scheduled services.

 

See the Dispatching Work Tickets Report to more than one work ticket at a time.

 

Parameters

 

This is a system-generated reported.  The System Report ID Setting of WORK in Report Setup determines the report referenced through the Work Ticket buttons in Local Dispatch.  See System Report ID Setting for more information.

 

Parameter

Description

System-provided

This is a system-generated report.

 

 

Report Details

 

Report Grouping

 

No report grouping is in effect.

 

 

Detail Information

 

The following table describes the fields that display on this report.

 

Field

Description

Branch

Displays the Name of the branch as defined within Branch Setup

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.

Consignor/Consignee

This section only appears if consignor/consignee data exists for the order.

Consignor

Consignor Contact

Consignor Phone

Displays the data set for the Consignor in Name, Address, Phone

Consignee

Consignor Contact

Consignor Phone

Displays the data set for the Consignee in Name, Address, Phone

Address and Phone Numbers

 

Origin Address

Displays the Moving From address, city, and state set on the Name, Address, Phone tab for the order that the service is under

If the service is associated to an extra stop then the address set for the origin extra stop will display.  Extra stops are associated to a service through the Add Address function within Add Local Service

Origin Email

Displays the email set within Email from Name, Address, Phone.

Destination Address

 

Displays the primary Moving To - Primary address, city, and state set on the Name, Address, Phone tab for the order that the service is under.

If the service is associated to an extra stop then the address set for the destination extra stop will display.  Extra stops are associated to a service through the Add Address function within Add Local Service

Shipper Contact Information

The top four phone numbers listed for the order (Name, Address, Phone) display.

Personnel and Accounts

 

Coordinator

Displays the name of the person assigned as the Transportation Coordinator for the order in Name, Address, Phone

Salesperson

Displays the name of the person assigned as the Salesperson in Name, Address, Phone

Customer

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

National Account

 

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

Valuation

 

Displays the Valuation value from Move Information

Tariff/Rate

Displays the Tariff/Rate value in Billing Information

Contract

Displays the Contract value in Billing Information

Estimated Linehaul

Displays the Discounted Linehaul value in Move Information

Cubic Feet

Displays the Cubic Feet from Move Information

Weight

Displays the Hauled Weight (or Estimated Weight if Hauled Weight is not set) from Move Information

Miles

Displays the Miles from Move Information

Auto

Displays a T if Automobile data is present within Move Information

With/Shipment

Displays a T if the Auto With Shipment checkbox is marked in Move Information.  Displays an F otherwise

Move Dates

 

Estimated Pack Date Range

Displays the date range entered for Pack Dates (in Range) in Move Information

Preferred Pack Date

Displays the date entered for Pack Dates (in Preferred) in Move Information

Estimated Load Date Range

Displays the date range entered for Load Dates (in Range) in Move Information

Preferred Load Date

Displays the date entered for Load Dates (in Preferred) in Move Information

Estimated Delivery Date Range

Displays the date range entered for Delivery Dates (in Range) in Move Information

Preferred Delivery Date

Displays the date entered for Delivery Dates (in Preferred) in Move 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 the Set Service Time screen

Estimated Service End Time

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

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

Service Note

Displays the memo created prior to the service sent to Local Dispatch

See Send to Dispatch and Add Local Service for more information

Crew

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

Crew

Lists the crew assigned to the service and a total count of assigned crew.  The scheduled arrival and departure times are display based on what is set for the Job Start Time and Job End Time through Assign Crew

Customer Signature

Area dedicated to customer approval of crew times

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

See Equipment Setup for 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.

Extra Stops

This section only appears if extra stop(s) exist for the service.

Pickup/Destination

Stop

From Date

To Date

From Time

To Time

Company

Address

Contact

Contact Phone

Contact Work Phone

Displays data set for Extra Stops associated to the order.

Notes

 

Van Line Special Instructions

Displays all notes associated to the order imported from a third party application.

Special Instructions (Origin)

Displays the memo attached to the order through Special Instructions (Origin) in Move Information

Special Instructions (Dest)

Displays the memo attached to the order through Special Instructions (Destination) in Move Information

Directions (Origin)

Displays the memo attached to the order through Directions (Origin) in Move Information

Directions (Dest)

Displays the memo attached to the order through Directions (Destination) in Move Information

Additional Notes

Area reserved for write-in information.

 

 

Report Totals

 

No report totaling is in effect.