Parameter

Description

System-provided

This is a system-generated report.

Field

Description

Branch

Displays the Name of the branch as defined within Branch Setup.

Work Ticket Number

Displays the ticket number assigned to the service request. 

See Work Ticket for more information.

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.

Consignor/Consignee

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

Consignor

Consignor Contact

Consignor Phone

Displays the data set through Name, Address, Phone > Consignor.

Consignee

Consignor Contact

Consignor Phone

Displays the data set through Name, Address, Phone > Consignee.

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 be displayed.  Extra stops are associated to a service through the Add Address function within Add Local Service.

Origin Home Phone

Displays the phone number set within Name, Address, Phone > Moving From > Home Phone.

Origin Work Phone

Displays the phone number set within Name, Address, Phone > Moving From > Work Phone.

Origin Email

Displays the email set within Name, Address, Phone > Moving From > Email.

Destination Address

Displays the primary Moving To 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 be displayed.  Extra stops are associated to a service through the Add Address function within Add Local Service.

Destination Home Phone

Displays the phone number set within Name, Address, Phone > Moving To > Home Phone.

Destination Work Phone

Displays the phone number set within Name, Address, Phone > Moving To > Work Phone.

Destination Other Phone

Displays the phone number set within Name, Address, Phone > Moving To > Other Phone Information.

Personnel and Accounts

Coordinator

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

Salesperson

Displays the name of the person assigned as the Name, Address, Phone > Salesperson for the order.

Customer

Displays the entity assigned as to the Billing Information > Customer (Customer Number) for the order.

Displays the entity assigned as the Billing Information > National Account for the order.

National Account #

Displays the identification number for the account associated to the Billing Information > National Account field.

PO #

Number assigned as the Billing Number > Purchase Order Number.

Billing Information

Payment Type

Displays the Billing Information > Payment Information > Type value.

Displays the Move Information > Valuation value.

Tariff/Rate

Displays the Billing Information > Rating Information > Tariff/Rate value.

Contract

Displays the Billing Information > Rating Information > Contract value.

Estimated Linehaul

Displays the Moving Information > Disc l/h value.

Cubic Feet

Displays the Moving Information > Cubic Feet value.

Weight

Displays the Moving Information > Weight value.

Miles

Displays the Moving Information > Miles value.

Auto

Displays a T if the Move Information > Automobile checkbox is marked.  Displays an F otherwise.

With/Shipment

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

Move Dates

Estimated Pack Date Range

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

Preferred Pack Date

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

Estimated Load Date Range

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

Preferred Load Date

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

Estimated Delivery Date Range

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

Preferred Delivery Date

Displays the date entered for Move Information > Delivery Dates (in Preferred).

Services

Service Type

The type of service being 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 member defined within Add Local Service.

Service Note

Displays the memo created prior to the service being 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 members assigned to the service and a total count of assigned crew members.  The scheduled arrival and departure times are display based on what is set for the Job Start Time and Job End Time through Edit Crew and Equipment Times.

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 is also displayed.

See CPU Estimates 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 CPU Estimates and CPU Actuals 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 Move Information > Special Instructions (Origin).

Special Instructions (Dest)

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

Directions (Origin)

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

Directions (Dest)

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

Additional Notes

Area reserved for write-in information.