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Viewing Transport Inquiries

You can view transport inquiries and schedule inquiries.

In addition to using numerous filters to view transport documents, you can assign a delivery to a truck, schedule a delivery, and create an invoice from the Transport Inquiry window.

  1. Select Inquiry > Equipment > Transport Inquiry.
  2. Select the Model, Equipment, or Customer radio button in the Filter field.
  3. Enter a ModelEquipment ID, or Customer ID and Address ID.
  4. Use the drop-down list in the Date field to select Dispatch, Delivered, or Document. Select the All or From radio button and enter a date range.
  5. Mark the checkboxes to assign filters.
  6. Select Redisplay after entering a date range or choosing a checkbox.
  7. Double-click an item in the scrolling window to perform one of the following actions:
    • If the record has a status of Unassigned, the Transport Scheduler Maintenance window opens.
    • If the record has a status of Assigned or Dispatched, the Transport Delivery Maintenance window opens.
    • If the record has a status of Delivered, the Transport Invoicing window opens.
    • If the record has a status of Invoiced, the Transport Request Maintenance window opens.

Viewing transport schedule inquiries

The Transport Schedule Inquiry window is similar to the Transport Scheduler window. The top half of the window displays unassigned transport requests. The bottom half of the window displays the jobs assigned to a specific truck or to all trucks. The window is useful for users who need to view and not edit schedule data.

  1. Select Inquiry > Equipment > Transport Scheduler.
  2. Select a Truck ID.
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