Shareware Overload/ShartewareOverload.cdr/finance/fms10.zip/FMS.HLP

Clarion Help | 1991-06-17 | 29KB | 887 lines

COVERED AND CONFIRMED ?
 This is YES or NO, selected with
 the arrow keys.  Be sure to mark
 all loads after they are dispatched
 so that the possibility of two or
 more dispatchers on a network do
 not accidently "double cover" a
 shipment.  This field shows up
 on the DISPATCH TABLE VIEW.
BILL DATE, BILLING MODULE
 The bill date field should not
 be entered with any date other
 than TODAY.  It should ONLY
 be entered on the day you are
 ready to PRINT and MAIL the
 freight bill.  This is very
 IMPORTANT !  Proper batch
 printing of freight bills
 once per day can not be
 accomplished otherwise.
BRK BASE RATE ENTRY
 Enter the BRK carrier's base
 pay scale in this form.
 BRK carriers are usually
 paid on percentage of gross
 or rate per mile basis.
 In transactions, dispatchers
 can access this base pay,
 but calculate other pay on
 any individial transaction.
TLC BASE PAY
 Enter a trip lease carrier-
 owner base pay rate here.
 Triplease is usually done
 on a percentage of gross
 basis.
  DRV DRIVER BASE PAY RATE
 Company drivers and permanent
 lease O/O's are paid in a
 variety of ways and in
 combination.  Enter the base
 pay rates for DRV here.
 (HOURLY, MILEAGE, PERCENTAGE
 OF GROSS REVENUE)
ACCESSORIAL SERVICE LABEL
 Put the label describing the
 accessorial service performed
 here.  Accessorial services
 are things like driver assist
 to unload, tarping charges,
 etc.  Type 3 - 4 characters
 of the label or description
 and press ENTER.  The table
 will appear.  Locate the
 labels record you want and
 press ENTER to return to the
 form.  If the label record
 is NOT in the table, press
 INS at the table to ADD one
 for future use.
CALC DRV DRIVER PAY
 The calculator knows the
 miles and gross revenue
 of the order you are
 dispatching.  By viewing
 the base pay rate first,
 you can enter the pay
 factors and very quickly
 calculate the pay for
 THIS shipment to THIS
 driver, straight or
 with variables.
 THE PAY CALCULATOR
 THEN ENTERS THE RESULT
 INTO YOUR SHIPMENT DATA
 FORM FOR SETTLEMENT.
 TLC CARRIER-OWNER PAY CALC
 The calculator knows the
 data on the shipment you
 are dispatching.  You
 can first lookup the
 base pay rate and pay this
 TLC straight or different
 on this shipment.  After
 entering the pay rates,
 the calculator returns the
 result to the shipment
 data form for settlement.
BRK CARRIER PAY CALC
 The calculator knows the
 data on the load you are
 dispatching.  You can
 first lookup the base pay
 rate for this carrier and
 pay straight or with
 variables on this shipment.
 The calculator then returns
 the result to the shipment
 data form for settlement.
 TABLE VIEW TRK PAY CALCULATOR
 This calculator DOES NOT
 return a value to your
 settlement records.  It
 merely provides a fast and
 completely accurate pay
 calculation while at the
 dispatch orders table view
 for dispatch quotations.
 The gross revenue for the
 orders is on the right hand
 side of the table.
AGENT BASE PAY RATE
 Agents/Sales are usually
 paid on a percentage of
 gross basis.  Enter the
 base rate for the agent
 here.
LOCATION
 Enter the "empty and available"
 location of the driver.  City
 and State.  This gives you
 reference on time neccessary
 to get a certain truck to the
 pickup location.  Helps keep
 you on schedule.
ACTUAL WEIGHT
 This is the actual, shipping
 order weight of the shipment
 NOT the bill weight or
 minimum bill weight.
     COMMODITY LABEL
 Place the commodity which the
 rate record applies to in this
 field.  Type 3 -4 characters of
 the commodity description and
 press ENTER.  The table will
 appear.  Select the description
 from the table and press ENTER.
 If the descrition is nor in the
 table, press INS to ADD it
 for future use.
     TLCAR LOCATOR
EXAMPLE: OHSW V48102
 This locator field is used
 in another procedure to make
 calls to trip lease carriers and
 owners at their base location.
 The format includes the general
 area of their base, and the type
 of equipment they operate.  Just
 the information you need to move
 trip lease loads !  If you
 enter the data here, it will be
 available to dispatchers when
 they need it to do "Locate TLC"
 procedures.
BRKCAR "Locator"
EXAMPLE: TXNE V48102
 This field is very important
 to covering your brokered
 loads in the dispatch module.
 The above example identifies
 a brokerage carrier based in
 Texas, Northeast, who operates
 VANS, size = 48102.  Your
 brokerage dispatchers will
 cover loads better if this
 field is done now.
Accounts Locator
EXAMPLE: OHSW CINN
 This field is important
 to dispatchers and sales
 people making telemarketing
 calls in the Sales Module.
 The example identifies an
 account as located in
 Ohio, Southwestern, with
 Cincinnati abreviated to
 further specify location.
ACCOUNTS "PRODUCT"
 This is the product or commodity
 shipped by this account.  Type 3
 or 4 characters of the product
 description and press ENTER.
 The table will appear.  Select
 the descrition from the table
 and press ENTER.  If the right
 description is NOT in the table,
 press INS and ADD it for future
 data entry speed.
Trailer Spec
 This is the spec for the
 trailer the driver is
 pulling today.  Obviously
 neccessary for matching
 today's equipment with
 the current load require-
 ments.
UNITS
 Units means number of units.
 This will be your piece count,
 number of skids, number of
 barrels, lifts, coils, bundles,
 or just whatever
 denotes the order count that
 is being shipped.
LOCATION
 Enter the "empty and available"
 location of the driver you are
 putting on the board for
 re-loading purposes.  City and
 State.  Again, we are dealing
 with time and geography as
 key dispatch elements.  This
 is more specific than the
 "Locator".
Trailer Spec
 Every trailer must have a spec entry.
 In the LOCATE BY SPEC TABLE VIEW, the
 field is used to quickly locate all
 trailers that meet a certain spec.
 Accordingly, if a shipper calls
 and needs a certain trailer type
 in 3 hours, you can find it while
 he is still on the phone and make
 a schedule decision on his pickup.
 EXAMPLES: V45, V48102, V4896, F42,
R48102, RSS48102, F45WS,
DD45, ETC.
     PRODUCT
 Product is the product or
 commodity being shipped.
 Type 3 -4 characters of
 the field and press ENTER.
 The Labels & Descriptions
 Table. will appear.
 Select the right record
 and press ENTER to return
 to your form.  EXCEPTION,
 if the item is NOT in the
 table press INS at the
 table to enter it for
 future data entry speed.
FREIGHT MANAGEMENT SYSTEM - GENERAL PROGRAM HELP
 FMS is easy.  The programs consist of data tables where records are
 displayed and searched; and data forms where individual records are
 added, edited, and viewed.  Please be ALERT to the MESSAGES that appear at
 the top of data form screens.  Here are some navigation tips to help you:
TABLE NAVIGATION
FORM NAVIGATION
Always the help key
Always the help key
     ADD a record
 ENTER
Accept field, advance
     Exit
     Save and continue
 CTRL-ESC
Full exit from table.
     Exit current field.
Cursor down/up
 CTRL-ESC
Full exit from form.
 PgUp
Move one full table
Next field
 PgDn
Move one full table
     Delete field characters
     Bottom of table
     End of field
 HOME
Top of table
 HOME
Beginning of field
 Ctrl-PgUp
First record in table
 Ctrl-End
Clears text fields
 Ctrl-PgDn
Last record in table
     Inserts field characters
 ENTER
Accepts the record
 SPACE
Adds field spaces, or
     Deletes the record
clears in insert mode.
Print Menu Help
 (1) PRINTING FRT BILLS BY DATE.  This is a 3
 step process. (a) Make sure all bills to be
 printed have the same BILL_DATE.  (b) Be sure
 all bills to be printed have been marked "YES",
 as complete and ready to bill in the dispatch
 driver assignment screens. (c) Put the matching
 BILL_DATE in the MENU FIELD.  Move the cursor
 to the menu item press <Enter>.
 (2) PRINTING BY PRO.  Place the pro number of
 the bill you want to print in the menu field.
 Move the cursor to the menu item.  Press
 <Enter>.
 (3) OTHER REPORTS (Clarion Report Writer).
 Whenever possible we ask our customers to
 purchase and use Clarion Report Writer.  It is
 a fine END USER PRODUCT for ad hoc queries
 and reports.  Works without programming !
 YOU will be in command with Report Writer and
 save $$ too !
TLC - CALLS LOCATOR
 EXAMPLE: NJCE V48102
 The example will find TL owners
 or carriers based in New Jersey,
 Central, who primarily operate
 VANS, size = 48102 (if they have
 been properly entered in the TLC
 base file).  Use this procedure
 to call TLC owners or carriers
 at their base to see if they
 have the equipment you need
 in your area today.
Trip Lease Board "Locator"
 The table view locator in this procedure
 allows you to find the trucks on your
 "board" based on time and geography
 for accurate matching of trucks to
 pickup orders.  The locator "search"
 format is the same as you enter in the
 form view entries.
 EXAMPLE: 071290 0800 AM OHSW
 If the truck had been properly entered
 in the form view, this example would
 locate a truck "empty and available" on
 7/12/90 at 8:00 AM in Ohio, Southwest.
FLAT CHARGES $$
 Flat charges per legal weight
 shipment is pretty common
 today.  It simply means that
 here is a FLAT, dollar amount
 per shipment of one kind to
 one destination, even if the
 weight varies somewhat.
 Wght Break and Wght Charges
 The calculator computes the
 proper wght break and wght
 charges for a shipment
 weighing between two weight
 breaks in your applicable
 tariff or rate schedule.
 IF THE ACTUAL WEIGHT IS
 GREATER THAN YOUR HIGHEST
 WGHT BREAK, YOU APPLY THE
 HIGH BREAK RATE TIMES THE
 ACTUAL WEIGHT !  THIS WILL
 RESULT IN THE MAX CHGS
 APPLICABLE TO THE SHIPMENT
ACCESSORIAL CHARGES (Accs Chgs)
 Accessorial charges are things
 like driver assist unload, tarping
 charge, etc., or any authorized
 charge apart from linehaul or stop
 off charges.  Put the dollar
 amount of the charge here.
COMPLETED, READY TO BILL ?
 This field is IMPORTANT.  The selection is
 made YES or NO by moving the left or right
 arrow key on your keyboard.  After dispatch
 entries are complete and all data important
 to entry and dispatch of an order (such as
 ACCT's, WGHT, Etc) is entered, then and only
 then place YES here.  Billing then takes
 over control of the order to bill it as
 soon as possible.
RCODE !! IMPORTANT !!
 ! Check the SHIP ACCT
 number just above the
 RCODE field.  Now, type
 one number character and
 press ENTER.  This will
 bring up the rate file
 table.  Carefully select
 the right rate record
 from the table (shipper,
 commodity, destination)
 and then press ENTER.
 This will HOOK the rate
 and order together, take
 you back to your freight
 bill form, and do a lot
 of automated data entry
 for you on other fields.
SETUP DATE
 This is the date this
 acct is setup as an
 account.  Based on
 your own SOP.
PHONE 1
 Phone 1 is usually
 the TM's number or
 the number of your
 primary contact for
 traffic from this
 acct.
PHONE 2
 Phone 2 is usually
 used as the contact
 number for accts
 payable person.  It
 is used in the
 COLLECTIONS MODULE
 as a collections
 "contact" number.
 BASE FILES - DATA ENTRY
 The Base Files Module
 provides a convenient
 place for data entry
 personnel to work with-
 out overloading the other
 modules (on a network).
 Here we do data entry and
 edit of our base or master
 file records.  These
 provide the base for
 lookups, etc. in other,
 transaction oriented
 modules.  KEEP YOUR NON-
 TRANSACTION FILES UP TO
 DATE TO HELP TRANSACTION
 WORK GO SMOOTH AND EASY.
BRK INVOICE NUMBER
 When you broker excess
 traffic to another carrier
 they usually send you a
 freight bill as if you
 were the shipper, while
 you bill the shipper.  If
 this is your structure,
 when the brokerage ca
 invoice arrives, enter
 their invoice number here.
 This sets up an accts pay
 to be settled later and
 SHOULD BE RECORDED AS
 ACCTS PAYABLE IN YOUR
 ACCOUNTING.
ACCT CODE FIELDS
(DRV,SHIP,TLD,CONS,ETC)
 Most ACCT CODE entry
 fields have tables
 available to search
 by name.  Just type
 one number character
 and press ENTER.  The
 table will appear and
 you can locate the
 record by name.
 In A FEW CASES no
 lookup table is avail-
 able, but you will
 probably be using a
 printed resource for
 acct codes at these
 times.
DISPATCH MODULE
 Dispatch orders (assign
 to a truck and driver
 for pickup), empty
 dispatch, mileages
 trailer tracking, and
 more.  All very easy
 but comprehensive.
 ORDER ENTRY IS DONE AT
 THE FMS MAIN MENU.
Brokerage "Locator"
EXAMPLE: TXNE V48102
  This example finds a brokerage
  carrier based in Northeast
  Texas who primarily operates
  48102 VANS.  If the locator
  field is properly filled in the
  BRKCAR file, this table view
  procedure can be your number 1
  aid in covering the loads you
  want to broker out.  Just call
  the carriers who are based where
  your load is going to . . .
  those who operate the right
  equipment for the load.
     Telemarket "Locator"
EXAMPLE: OHSW CINN
 This example will find an account to
 call in southwestern Ohio AND in
 Cincinnati.  Leave off "CINN" and
 you are only working a region, which
 is probably better and more flexible.
 IT IS IMPORTANT FOR SALES DEPT. TO
 MAKE SURE ALL ACCT RECORDS HAVE A
 LOCATOR ENTERED IN THE ACCT FILE. !
 Type the locator.  Press <Enter>
 to VIEW-EDIT-CALL the accounts
 selected.  Page through the forms
 selected and update your call
 records while making calls.
     Trip Lease Board "Locator"
EXAMPLE: 070190 0800 AM OHSW
  This locator will identify a truck on
  your board that is available for loading
  on 07/01/90 at 08:00 AM which will be
  empty in southwestern Ohio.  This will
  manage date, time, and location of
  available equipment.  By matching the
  format of the PUCODE in ORDERS, trucks
  and shipments can be matched by the most
  neccessary and logical information.
Brokerage Board Locator
EXAMPLE : 071290 0800 AM OHSW
  This locator will find board records
  of trucks that will be empty on 07/12/90
  at about 08:00 AM in southwestern Ohio.
  If you have loads with similar PUCODE
  data, you call up your BOARD, enter the
  locator field, view the records found by
  LOCATOR, and begin to make the telephone
  calls to cover the loads ! Easy !
     Company Driver Board, "Locator"
EXAMPLE : 070190 0800 AM OHSW
  This entry would identify a truck that was
  empty (or going to be empty) in southwestern
  Ohio on 07/01/90 at about 08:00 AM.
  LOCATOR will automatically sort BOARD
  records in the Table View by the LOCATOR and
  help dispatchers quickly find trucks that
  correctly match loads, manage first empty . .
  first load dispatch schedules, etc.
Company Driver Board "Locator"
EXAMPLE : 070190 0800 AM OH SW
 This locator will find all the trucks that
 are empty in southwestern Ohio on 07/01/90
 at about 08:00 AM.  If you have loads of
 similar PUCODE data, just go to your
 BOARD, type in the locator, and LOCATOR
 will find, display, and sort each board
 record quickly.  Using the <Page Down>,
 >, <End>, and <Home> keys will let
 you view all the records found and make
 the appropriate telephone calls to cover
 the loads !
PUCODE
Date, time, and georgaphy are
vital factors to dispatchers !
The Orders "PUCODE" helps
dispatch deal with endless
numbers of loads, nationwide.
EXAMPLE : 050990 1100 AM WISE
This is a load that picks up in
Milwaukee (southeastern Wisc.)
on 05/09/90 at 11:00 AM.  By
using the same locator concept
on the dispatch board, loads and
trucks are matched up !!
BILLING WEIGHT - RATE
 This is the "billing"
 weight and rate to apply,
 not necessarily the
 actual weight.  Only
 applies on shipments
 rated by weight, and
 must agree with your
 tariff or rate schedule.
 Directly enter if known
 or F2 the RATECALC form
 to calculate the weight-
 break, rate, etc.
 NOTE: RATECALC DOESN'T
 WORK UNLESS YOUR RATE
 FILES ARE CURRENT TO
 INCLUDE A RATE FOR THIS
 SHIPMENT, AND YOU USED
 THE RCODE TABLE TO PICK
 THE APPLICABLE RATE
Company Driver Unit Number
  Enter the power unit number of
  your company driver (or contr.)
  here.  If your permanent O/O's
  or drivers use the same truck
  all the time, this can be setup
  as an AutoLookup field with
  no keystrokes at all.
Data Entry, Trlr_Number
  Type in the company driver's
  trailer number here.  If your
  company drivers or permanent O/O's
  pull the same trailer all the
  time this can be setup as a lookup
  field with no entry required.
DISPATCH PUCODE "Locator"
  When orders have been correctly
  identified with a PUCODE entry,
  you can match loads with trucks
  with this procedure.  Dealing
  with time and geography this way
  can keep hundreds of pickups per
  day straight all across the nation.
  EXAMPLE : 05/09/90 1100 AM WISE
  This locator would find a load
  picking up on 5/9/90 at 11:00 am
  in WISCONSIN, southeastern.
  Type PUCODE to sort and locate
  orders in the table.
  <Enter> to VIEW-EDIT form of order
  selected in the table.
  <Esc> TO EXIT.
  <F8> to calc and quote trk pay.
Trailer Spec
EXAMPLE : V48102
  Enter a code that appropriately
  describes the driver's trailer
  type and size.  Other Examples:
  V48, V45, F42, F45, FWS45, R48102,
  D/D45,
45, R4596, RSS48102,
  FWSA45.  In the TABLE VIEW, this
  provides instant recognition of
  the equipment you have available
  for your shippers each day.
The STATUS Field
EXAMPLE : AGT (Agent)
  Enter a code that appropriately
  describes the type of record.
  Other Examples:
  BRK
= Brokerage Carrier
  TLC
= Trip Lease Carrier
= Company Driver
  TLD
= Trip Lease Driver
  COO
= Company Owner Operator
  ETL
= Exempt Trip Leasor
= Shipper
= Consignee
  TPB
= Third Party (for) Billing
= Delete this record ?
  You may want to make up a whole list
  of your own codes.
TRAILER TYPE
 There is a table
 to "pick" your
 trailer from. Type
 one digit, F, V, R,
 (flat, van, reefer)
 and then press
 ENTER.  The table
 will appear to aid
 your selection.
Loads To
EXAMPLE : S, SE
  Enter the area of the country (or
  state for intrastate) that this
  driver or carrier prefers to load to.
  Other Examples:
  N, NE, E, SE, S, SW, W, NW, MW
Bill Weight (Minimum)
EXAMPLE : 24
  On shipments that are rated by
  weight, enter a minimum weight to
  be rated.  For example, in most
  tariffs or rate schedules, 18
 lbs.
  would move at a minimum of 24
  ON weight rate shipments, this
  field MUST be entered, even if it
  is the same as the actual weight.
SIC (Standard Industrial Code)
EXAMPLE : 2842
  It has been said that a good freight
  sales person could tell by the SIC
  code and number of employees just
  how many loads or shipments were
  possible from an account in a year.
  The SIC code is NOT required, but
  your company might use it.  Enter
  here if you need to.  These are
  usually found in manufaturers
  directories.
  Shipping Order/Bill of Lading Number
EXAMPLE : SH2213496
  Enter the shipping order number
  from the shipper's bill of lading
  here.  SO/BL numbers are a must
  for billing purposes.  The SO/BL
  is one of the few LEGAL DOCUMENTS
  that transportation actually needs
  under the law.
BOOKDATE
 This is the date you
 "book" or enter the
 order, usually today
 but sometimes needs
 editing so it is not
 automated.
PICKUP DATE
 The date the shipper
 gives you to pickup
 the shipment.  The
 date the truck is
 to arrive for the
 pickup.
  STOPOFF LABEL, DESCRIPTION
 Type 3-4 characters of the
 description of the stopoff
 instructions, press ENTER.
 "Pick" a description from
 the table that appears, or
 press INS at the table to
 ADD a new description.
 This is for dispatch
 instructions to the driver.
PPD COLL COD
 PPD=prepaid.  The shipper
 pays the freight bill.
 COLL=collect.  The
 consignee pays the bill.
 COD=cash on delivery.
 The consignee must present
 a check (usually certified)
 BEFORE the driver unloads.
STOP NUM
 The number of stopoffs
 in transit the shipper
 instructs on this load.
 Only applies to ship-
 ments tendered as
 "truckload with stops".
PERMITS, OD, ETC.
 This charge only
 applies when a ship-
 ment requires special
 over dimension chgs.,
 or chgs. for any
 special permiting that
 in this case are to
 be applied to the
 freight bill.  Heavy
 and Specialized
 carriers need this
 often.
 ACCESSORIAL CHGS. LABEL
 Type 3-4 characters of
 a description of any
 accessorial services
 required on this shipment
 such as "driver unload".
 Now press ENTER to popup
 the "descriptions" table.
 "Pick" one or INS at the
 table to add a new descr.
  ORDER ENTRY, BOOK SHIPMENTS
  This is the order entry
  module where new shipments
  can be booked, or entered,
  rated, freight bill extended,
  etc.  Everything needed to
  prepared a booked shipment
  for dispatch.
 !! RCODE TABLE LOCATOR !!
 This is VERY important.
 Type the SHIP ACCT in the
 locator field.  Next use
 the navigation keys to
 select the right rate
 record (shipper, commodity,
 destination).  When you
 sure you have highlighted
 the RIGHT record, press
 ENTER to return to the
 freight bill.  This will
 HOOK the rates and order
 together and do a lot of
 automated data entry for
 you in other fields.  It
 is ESSENTIAL for accurate
 billing.
TIME ENTRIES
 Type 1 -2 numbers of
 the time and press
 ENTER.  The TIME
 table will appear
 with proper format
 times in 15 min.
 increments.
ZIP FIELDS
 If you selected your
 CSZ from the table,
 just press ENTER.
 Otherwise type in a
 correct zipcode.
LOCATOR TABLE HELP
  INS = ADD NEW RECORD
 In locator tables, type
 3 - 4 characters of the
 locator field.  Next
 use the navigation keys
 (main menu help) to
 place the bar cursor on
 the right record.  Next
 press ENTER to ACCEPT
 the record selected.
 This will call the form
 or in some cases return
 you to the form you
 came from.  EXCEPTION,
 number locators should
 usually be entered
 completely.
10
11      v
202
203     e
209     /
21      K
213     x
214     V
215
220     Q
258
29
3
34      {
35
36      '
37
38      7
39
4
40
48      +
5       6
51
52
53
55      g+
6
77
8
9
90
ACT1
ACT2    i6
ACT3
ADMMAIN
BRKINV
C1
DISP1
HELP10
HELP15  4A
HELP17
HELP18
HELP20
HELP21
HELP3
HELP30
HELP31  FP
HELP32
HELP4
HELP41  {U
HELP42  0W
HELP44
HELP45
HELP46
HELP51  D]
HELP52  -_
O1
O2      \a
O3
O4      lc
O5
O6      Ze
O7
ORDERS1
RCODE
SS2     Dk
SS7
T