---
title: "November 2024 | Feature - Runsheet Maintenance"
canonical: "https://kb.myframeworks.com.au/space/Blog/blog/10224241/November%202024%20%7C%20Feature%20-%20Runsheet%20Maintenance"
format: markdown
---
# Overview
**Runsheet Maintenance **allows you to view and allocate orders ready to be despatched to delivery runs. You can quickly and easily maintain the delivery details, release orders, print loadsheets, check loads and print the runsheets for your drivers. A new version of this screen is available as part of the version 6.1.241031 update.
# Accessing Runsheet Maintenance
To access the **Runsheet Maintenance **screen, perform the following:
1. Click the **Frameworks Menu** then navigate to **Transport Scheduling > Runsheet Maintenance **from the navigation tree.
2. The **Runsheet Maintenance **dashboard will display all of the selected day's orders ready for despatch and a list of delivery runs.
> ℹ️ This screen will default to the current day's date.
# Navigating the Runsheet Maintenance Screen
Once you have opened the **Runsheet Maintenance **screen you can view and update the delivery runs with vehicles and orders as well as make any final changes to the Delivery Maintenance of the order.
The screen is made up of three sections, these are:
1. The **Search Options**
2. The **Unallocated Orders**
3. The **Delivery Runs**
## 1. The Search Options
By default, the **Runsheet Maintenance **screen will open on the current day's date. You can refine the results by using:
- The **Delivery Date **field to adjust the date.
- The** Branch **drop-down menu to view the orders due and deliveries for a specific branch or all branches.
- The **Despatch Method **drop-down menu to view orders with different delivery methods.
From here you can also:
- Click **Add Run **to add a new runsheet for our logged-in branch and selected date.
- Click **Find Order** to open the **Delivery Order Finder **window. In addition to the on-screen search options, it allows you to refine your search further by **Customer, **the **Transaction **number and **BO **(backorder) number.
## 2. The Unallocated Orders
This section displays all the orders unallocated to a run, for the related search results. From here you can:
> ⚠️ Sales Orders on **Order Hold** are NOT** **displayed.
### 1. View a List of Orders due for Despatch
From the grid, you can quickly view, sort and filter information related to the orders that have not been allocated to a run.
> ℹ️ The line fill colour displayed in this section is related to the orders **Time Requested **option. These colours are defined in the **Colour** field of the miscellaneous table **Requested Delivery Times**.
For more information about unallocated orders, click here.
**Transaction Number**
Displays the **order number, company name **and **delivery address** of the unallocated order. Click on the hyperlink to open the **[Delivery Maintenance](https://skb.myframeworks.com.au/space/FRAM/494632984/Runsheet+Maintenance#2.--Maintain-the-Delivery-Information-for-the-Order)**** **window.
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**Projects **
Displays the **Project Id**, if the order is linked to a project. Click on the hyperlink to drill through to project maintenance.
> ✅ Refer to the [Projects ](https://skb.sterland.com:8443/display/FRAM/Projects)User Manual for more information.
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**Delivery Address and Suburb **
These two fields display the delivery address and suburb.
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**Branch **
Displays the branch name for the order
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**Order Weight**
Displays the total weight of the order.
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**Order and Picking Status **
These two fields display the status of the order and picking of the products.
> ✅ [Enterprise Picking](https://skb.sterland.com:8443/display/FRAM/Enterprise+Picking) is required for picking statuses to be applied.
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**Credit Status **
Displays the credit status of the customer to advise if they are **Active, On Hold **or **Suspended.**
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**Assignee **
The user the order has been assigned to.
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**Has Phoned **
Enabled if transport or the customer has been phoned.
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**Section **
If the order is a part of a project, this fields display information about the job section related this delivery is related to.
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**Despatch Method **
Displays the selected despatch method for the order.
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**MapXRef **
Display the map cross reference information.
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**Delivery Fee (Inc) **
Displays the **Delivery Fee amount** for the order.
- **Highlighted** **red**: If a delivery fee is required and the amount set is $0.
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**Time Requested **
Displays the requested time for the order. This also will define the colour of the line, if defined under the miscellaneous table **System - Requested Delivery Times **in the **Colour **field.
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**Transaction Type**
Displays the transaction type of the order. Typically, **Sales Order, Invoice **(the order has been released)**, Purchase Order, Stock Return **or **Credit Claim.**
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**Date Conf**
This checkbox is enabled if the date for the order has been confirmed.
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**Load Type**
Displays the defined recommended vehicle type the order is for.
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**Linked PO**
Displays any linked purchase order numbers which are linked to the order. Click on the hyperlink to drill through to the purchase order enquiry.
- Highlighted **red**: The purchase order has **not **been receipted.
### 2. Maintain the Delivery Information for an Order
Open the **Delivery Maintenance **window by clicking on the **Transaction Number **hyperlink (this field also includes the **Company Name** and **Delivery Address**). From here you can update and maintain the required information for the despatch of the order.
For more information about the Delivery Maintenance Window, click here.
**Required Date**
Displays the date the order is required to be despatched to the customer.
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**Delivery Date**
Displays the date the order is due to be despatched.
Click **Modify Date** to open the **Delivery Date Confirmation **window allowing you to update the **Date Required**, if the** Date Is Confirmed** and the **Assembly Location **for the delivery.
> ⚠️ When modifying the delivery date of a sales transaction via the delivery maintenance popup, the date will **not **be validated against the purchase order date if the linked purchase order has already been receipted.
> ✅ Refer to the flag **FWSopConfDef **in [Sales Order Related System Settings](https://skb.sterland.com:8443/display/AG/Sales+Order+Related+System+Settings) for more information about it affects the date is confirmed option.
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**Requested** and **Delivery Time**
Displays the delivery requested time, typically defined as AM and PM. The delivery time may be auto defined by the requested time settings.
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**Fixed Time**
This will be ticked if the **Required Time** has been **marked **as a **Fixed Time.**
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**Deliver To**
Displays the name of who/where the order is being delivered to. Click **Find** to search for exiting addresses saved to the customer.
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**Delivery Address, Suburb and State**
These fields display the delivery address, suburb and state. These details are used by the Map. Click Save Address if you want to add a new delivery address to the customer.
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**Instructions**
Displays any instruction for the delivery of the order.
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**Contact Name and Phone**
Displays the name and contact number of the person receiving the order. Click Save Contact if you want to add a new contact to the customer.
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**Despatch Method**
Displays the despatch method Id.
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**Consignment No.**
Displays any added Consignment numbers added to the order.
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**MapRef and XRef**
These two fields display the map reference and map cross-reference information.
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**Delivery Area**
Displays the delivery area code
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**Delivery Fee**
Displays the Fee allocated to the order
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**Weight (Kg) and Volume (m3)**
Displays the total weight and volume of the order. This will help you determine which vehicles are best suited for the delivery.
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**# Labels/Items**
Displays the number of despatch labels printed or Items for the order. This is manually entered.
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**Type of Load**
Displays the defined recommended vehicle type the load is for.
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**Transport Company**
If requires, from the drop-down menu, select a defined transport company.
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**Comments**
Displays any comments and picking comments for the order.
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### 3. Allocating Orders to a Run
To allocate an order to a run, drag and drop** **the order line (Do NOT drag from the hyperlink) to the top of the run you want to allocate the order to. The order will then be removed from the unallocated grid.
## 3. The Delivery Runs
The **Delivery Runs **section displays a list of delivery runs, and the orders allocated to them. From here you can:
### 1. View and Edit the Delivery Runs
From the grid you will be able to view information related to delivery runs such as:
- The **Vehicle Id** allocated for each run. These can be added by clicking the **Add Run** button or by defining Runsheet Defaults.
- The **Delivery Runs** for each vehicle. More than one run can be allocated to an individual vehicle. Each run is displayed as **Run: XXX. **Click on the hyperlink to open up the **Runsheet** window
- The **Details **column displays details about the:
- **Run:** Including the status** **of the run (**Draft** or **Checked**), the total weight of the orders and the driver's** **name. If the order exceeds the Tare Weight defined for the vehicle an **(excess of XXkg)** warning will be displayed. Click on the hyperlink to open up the **Runsheet** window.
- **Order**: Including the order status, the order transaction number, the customer’s name, the delivery suburb and weight of the order. Click on the hyperlink to open the **Delivery Maintenance **window.
> ℹ️ Click **X **to remove a vehicle, run or order form the list. Removed orders will be displayed back on the unallocated orders grid.
### 2. View the Runsheet for each Delivery
Clicking on the **Delivery Run **or **Details** hyperlink will open the **Runsheet **window. From here you are able to view the details related to the delivery run.
This window allows you to move through the runsheet process and update the manifest notes and drivers name:
- Click **Print Loadsheet** to print or email the details of which orders need to be loaded before being despatched.
- When choosing to email a run sheet, the **Runsheet Code **will be added automatically as the emails subject line.
- Click **Load Checked** to open the **Load Check **window. This allows to enter the **User **who confirm the load was checked before being despatched and add any **Comments**.
- All orders must be released before the **Load Checked** option is available.
- Click **Print Runsheet **to print a runsheet for the delivery driver to assist with the delivery of the orders.
- The Load must be checked before the **Print Runsheet** option is available.
- Click **Submit Run** to submit the run to a third-party device.
- Click **Invoice All** to generate invoices for all completed orders in a single action.
- ONLY available for orders with a picking status of **Completed**. **Enterprise Picking** must be used.
- Click **Change Vehicle **to change the vehicle for a run.
- Click the edit** **icon to edit the **Manifest Notes** and **Driver** details.
# Additional Information
> ✅ - Refer to [Runsheet Maintenance](https://skb.myframeworks.com.au/space/FRAM/494632984/Runsheet+Maintenance) for a more detailed look at this screen.
> ✅ - Refer to [Transport Scheduling - Setup and Configuration](https://skb.sterland.com:8443/display/AG/Transport+Scheduling+-+Setup+and+Configuration) for more information about system settings.