Users can assign a driver an advance by Trip or by Order.  Unlike Local Dispatch, there are no date restrictions that can prevent a driver from receiving an advance. 

 

If the setup requirements outlined in the Driver Advances Setup and Administration section are all met, then a user can create driver advances using the following procedure.

 

Creating an advance in Long Distance Dispatch

1.   Access the MoversSuite application,

2.   Access the Long Distance Dispatch module,

3.   Open the Current Driver Activity tab,

4.   Select a Driver from the list,

5.   Press the Advances button and the Advance Management interface will appear,

6.   Press Add to open the Add/Edit Advance dialog,

Figure 8: Trip Number selection in Add/Edit Advance dialog

7.   Choose to base the advance on Trip Number or Order Number,

8.   Select a Trip Number or Order Number from the available list,

9.   Enter an advance Amount that does not exceed the Max Amount.  Refer to the Placing Limits on Advance Amounts section for further explanation of how the Max Amount is determined,

10.  Enter a Reference No.  (optional) that pertains to any documentation related to the advance,

11.  Enter a Reason (optional) as a description for the advance,

12.  Select Do Not Send to Banking Service (optional) to not include this advance transaction in the file that will be uploaded to a banking service provider.  Note: This option will only be interpreted if the Generate Upload File option is selected within the MoversSuite Administration - web > Accounting Setup > Advance Setup,

13.  Press Save to keep the changes and to close the dialog.

 

All advances for a driver will appear within a single Advance Management interface.   A user can add a record or void an existing record from within this grid.