In order for a driver to be eligible to receive an advance, they must be associated to a vendor identification number (as defined in Microsoft Dynamics GP) and qualify for the amount of the advance.  The Vendor ID setting within the driver’s Personnel record must contain a valid number and an administrator can set the available amount to advance a driver as detailed within the Placing Limits on Advance Amounts section.

 

Setting up a driver to receive advances

1.   Open the Web Administration Tool,

2.   Access the User Setup > Personnel setup,

3.   Select an Employee from the provided list,

4.   Press the Edit button to allow for data entry,

5.   Select the appropriate Vendor from the drop-down list within the Accounting section.  A driver cannot receive an advance if this field is not set,

Figure 22: Vendor field in Personnel setup

 

Allow the driver to be included in an upload file to a banking service provider:

6.   Enter the Account Number and Account ID supplied by the banking service provider for the employee.  The Account Number may be assigned to a department or a group of employees.   The same number can be used for multiple employees.  The Account ID is the driver’s specific number provided by the banking service.

Figure 23: Account Number and Account ID in Personnel setup

 

            Leave the Account Number and Account ID blank if not uploading to a banking service provider.

 

Place limits on the amount that the driver can receive for an advance:

7.   Enter Advance Cap Trip to set the maximum amount that this employee can be advanced per assigned Trip in Long Distance Dispatch,

8.   Enter Advance Cap Order to set the maximum amount that this employee can be advanced per assigned order in Local and Long Distance Dispatch,

Figure 24: Advance Cap Trip and Advance Cap Order fields in Personnel setup

 

Set the driver’s Line Haul Percentage:

9.   Open the Dispatch tab,

10.  Enter a Line Haul % as a whole number.  For example, “25” represents 25%.  This value represents the driver’s percentage of the total line haul amount,

11.  Press Save to keep the changes made to the driver’s Personnel record,

12.  Repeat steps 3 through 11 to set up other drivers to receive advances.

 

Optionally, the global variable Allow Amount Over Percentage can be set. The amount entered for this field will be added to the driver’s percentage of line haul when determining the advance limit.  Refer to the Placing Limits on Advance Amounts section for more information on this subject.

 

Setting a Allow Amount Over Percentage

1.   Access the Web Administration Tool,

2.   Open Accounting Setup > Advanced Rating >Advanced Setup,

3.   Press the Edit button to allow changes to be made,

4.   Enter an amount  within the Allow Amount Over Percentage to be the amount added to the percentage of the line haul of the order or trip (total of all orders) for the driver to determine the maximum advance amount,

5.   Press the Save button to keep the changes.