Movement Cards
Movement Cards are the method by which best practice is defined for various freight movements. When setting up Movement Cards it is important that it is understood that there are two parts to the process of applying these. The first involves searching for the appropriate Movement Card using data stored on the Movement Card header. The second stage involves creating movements for the job based upon the detail lines of the Movement Card.
Movement Card Header / Searching
When entering a job the auto legging function searches for a Movement Card in a cascade fashion. The order of this cascade is shown below.
To avoid a job having no movement lines created it is recommended that a default Movement Card is set up to match the conditions shown in sequence 11. This would be expected to be for one movement from the From location to the To location.
Movement Card Detail Lines
The movements of the job will be created in accordance with the detail lines of the movement card that is selected.
When the system creates a movement line the data above will be used as follows;
Line Is used to determine the sequence of the movements. This will form part of the job Reference created for this movement.
Days Offset This is used to create the date of the movement by comparing with the Job booking date and incrementing by the value of the offset. For example in the screen shot above the first two movements will have the same date as the job however the last movement will be dated for tomorrow.
Customer A valid customer code. If left blank the customer from the job will be applied.
Trip Status The trip status set here will be applied against the leg. If left blank the status set against the job will be applied.
POD Status The POD status set here will be applied against the leg. If left blank the status set against the job will be applied.
Subs Status The Subs status set here will be applied against the leg. If left blank the status set against the job will be applied.
Inv Status The Invoice status set here will be applied against the leg. If left blank the status set against the job will be applied.
Depot The depot that is responsible for the movement. If left blank and Work Code = “Pickup” the Depot from the From Address fields will be used. If left blank and Work Code = “Delivery” the Depot from the To Address fields will be used. In all other situations the Depot recorded against the job will be applied.
Work Type A valid Work Code. If left blank the work code recorded against the job will be used.
Service A valid Service Type. If left blank the service type from the job will be applied.
Collect A valid location code. If a location code is entered the address details will be set for the leg using the same rules as applied for the job. If left blank the address details from the job will be applied. If “DELIVER” is entered here the To Address (from the job) details will be used.
Deliver A valid location code. If a location code is entered the address details will be set for the leg using the same rules as applied for the job. If left blank the address details from the job will be applied. If “COLLECT” is entered here the From Address details (from the job) will be applied.
Revenue Perc If percentages are being used for revenue allocations the appropriate percentage should be entered here.
Allocation Card If rate cards are being used for revenue allocations the appropriate card code should be entered here.
Run No Not used at this stage.
Driver If a Driver Code is set the movement will be assigned to this driver automatically.
Vehicle If a Vehicle Code is set the movement will be assigned to this vehicle automatically.