Overview

Runsheet Maintenance allows you to view and allocate orders ready to be despatched to delivery runs. You quickly and easily maintain the delivery details, release orders, print loadsheets, check loads and print the runsheets for your drivers.

Accessing Runsheet Maintenance

To access the Runsheet Maintenance screen, perform the following:

Click the Frameworks Menu then navigate to Transport Scheduling > Runsheet Maintenance from the navigation tree.
The Runsheet Maintenance dashboard will display all of the selected day's orders ready for despatch and a list of delivery runs.

This screen will default to the current day's date.

Navigating the Runsheet Maintenance Screen

Once you have opened the Runsheet Maintenance screen you can view and update the delivery runs with vehicles and orders as well as make any final changes to the Delivery Maintenance of the order.

The screen is made up of three sections, these are:

The Search Options

By default, the Runsheet Maintenance screen will open on the current day's date. You can refine the results by using:
1. The Delivery Date field to adjust the date.
2. The Branch drop-down menu to view the orders due and deliveries for a specific branch or all branches.
3. The Despatch Method to enter a list of Despatch Method codes, separated by commas, or click the search icon open the multi-selector to select the required Despatch Methods to view orders based on various delivery options.
Click Find once your search criteria have been entered to update the results.
Add Run opens up the Runsheet Line Maintenance window. This allows you create a new Runsheet for your logged in branch and the selected day.

The information available is:
- Rego: From the drop-down menu you can select from a list of defined vehicles from Vehicles Maintenance. Only vehicles assigned to the selected branch or branch 0 (All branches) will be displayed in the list.
- Display All: Tick the checkbox to display all vehicles from all branches.
- Configuration: From the drop-down menu you can choose a configuration of the vehicle selected in the rego menu.
- Driver Name: Enter the drivers name for the run.
- Manifest Notes: Enter any instructional notes required for the run.

Refer to Vehicles Maintenance for more information on adding and maintaining transport vehicles.

Refer to Runsheet Defaults Maintenance for more information on to apply vehicles as a default Runsheet.

Find Order opens up the Delivery Order Finder window. In addition to the on-screen search options, it allows you to refine your search further by Customer, the Transaction number and BO (backorder) number. Click the Transaction number hyperlink to then open the Delivery Maintenance window.

The Unallocated Orders

This section displays all the orders unallocated to a run, for the related search results. From here you can:

Sales orders on Order Hold are not displayed.

1. View a list of orders due for despatch

From the grid, you can quickly view, sort and filter information related to the orders that have not been allocated to a run.

The line fill colour displayed in this section is related to the orders Time Requested option. These colours are defined in the Colour field of the miscellaneous table System—Requested Delivery Times.

2. Maintain the Delivery Information for the Order

You can open the Delivery Maintenance window by clicking on the Transaction Number hyperlink, this field also includes the Company Name and Delivery Address. From here you can update and maintain the required information for the despatch of the order. Click Save to commit any changes.

The Delivery maintenance window is made up of four sections and they display the following:

1. Transaction Information and Status

This section displays:

The Transaction Number for the order.
The Order Status.
The Branch the order is being despatched from
Runsheet allocation information if the order has been despatched to a run. The message will display in red This order has been allocated to a runsheet [JAM564-T20111901]. The information displayed in the brackets is the vehicle Id, the date of the run (yymmdd) and the run number for the vehicle.

2. Despatch and Delivery information

This section allows you to maintain the orders delivery details, as required.

As the order moves through the sales order process some fields may not be editable.

Click Maintain to open up the order in Sales Orders. This button will be available until Check Picking of the order has been performed and it is ready to be released.
Click Picking to open up the Pick and Release screen. This button will be available until Check Picking of the order has been performed and it is ready to be released.
Click Release to release the order. This button will be available once the order is ready to be released.

3. Map

This section displays a Google map marking the Deliver to address, for reference.

4. Product information

This section displays a list of products on the order, including the Product No., product Description, any Comments, Quantity and UOM. Click the product number hyperlink to drill down into the Purchase Sales information.

3. Allocating Orders to a Run

To allocate an order to a run, drag and drop the order line (Do not drag from the hyperlink) to the top of the run you want to allocate the order to. The order will then be removed from the unallocated grid.

Add the orders to the runs in the drop order you require. Each order added will be added as the next drop in the list.
Click Close to remove the order from the run. This will make the order reappear in the unallocated order grid.

Dragging and dropping an order to the bottom of the delivery runs will create a new delivery run with the order allocated to it.

Refer to Advanced Grid Features for more information.

The Delivery Runs

The Delivery Runs section displays a list of delivery runs, and the orders allocated to them. From here you can:

1. View and Edit the Delivery runs

From the grid you will be able to view information related to delivery runs such as:

The Vehicle Id allocated for each run. These can be added by clicking the Add Run button or by defining Runsheet Defaults.
The Delivery Runs for each vehicle. More than one run can be allocated to an individual vehicle. Each run is displayed as Run: XXX. Click on the hyperlink to open up the Runsheet window
The Details column displays details about the:
- Run: Including the status of the run (Draft or Checked), the total weight of the orders and the Driver's name. If the order exceeds the Tare Weight defined for the vehicle an (excess of XXkg) warning will be displayed. Click on the hyperlink to open up the Runsheet window.
- Order: Including the order status, the order transaction number, the customer’s name, the delivery suburb and weight of the order. Click on the hyperlink to open the Delivery Maintenance window.

Click X to remove a vehicle, run or order form the list. Removed orders will be displayed back on the unallocated orders grid.

2. View the Runsheet for each Delivery

Clicking on the Delivery Run or Details hyperlink will open the Runsheet window. From here you are able to view the details related to the delivery run.

The Runsheet window is made up of four sections and they display the following:

1. Runsheet Information and Status

This section displays:

The Runsheet Code: The runsheet code is made up of the vehicle Id, the date of the run (yymmdd) and the run number for the vehicle. This is also displayed in the top right of the delivery maintenance window.
The Delivery Date for the run.
The total Weight of the orders on the run
The Vehicle name being used on the run.
The Run number for the vehicle.
The Status of the runsheet. The status will be Draft until the load has been checked, then it will be updated to Checked.

2. Runsheet Maintenance

This section allows you to move through the runsheet process and update the manifest notes and drivers name.

Click Print Loadsheet to print or email the details of which orders need to be loaded before being despatched.
- When choosing to email a run sheet, the Runsheet Code will be added automatically as the emails subject line.
Click Load Checked to open the Load Check window. This allows to enter the User who confirm the load was checked before being despatched and add any Comments.
- The all orders must be released before the Load checked option is available.
Click Print Runsheet to print a runsheet for the delivery driver to assist with the delivery of the orders.
- The Load must be checked before the Print Runsheet option is available.
Click Submit Run to submit the run to a third-party device.
Click Invoice All to generate invoices for all completed orders in a single action.
- Only available for orders had a picking status of Completed.
Click Change Vehicle to change the vehicle for a run.

Click the Edit icon to edit the Manifest Notes and Driver details.

Submit Run requires an API to be configured and used. If interested, contact Sterland support.

Refer to Printing, Emailing or Faxing Stationery from Frameworks for more information about the Print Dialog window.

3. Transactions

This section displays the following information about the orders on the delivery.

4. Map

This section displays a google map marking out the delivery route of all the orders on the run.

Runsheet Map

Click the + or - buttons on the map to zoom in and out.
Click Directions or More Opotions, on the map, to open the route in google maps.

Changes to the route in Google Maps do not update the drops on the Runsheet. To reorder the drops, you will need to remove the orders from the run and re-add them.

Additional Information

Refer to Transport Scheduling - Setup and Configuration for more information about system settings.