---
title: "Runsheet Maintenance"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28399634/Runsheet%20Maintenance"
format: markdown
---
# Overview
**Runsheet Maintenance **allows you to view and allocate orders ready to be despatched to delivery runs. You quickly and easily maintain the delivery details, release orders, print loadsheets, check loads and print the runsheets for your drivers.
# 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:
## The Search Options
1. By default, the **Runsheet Maintenance **screen will open on the current day's date. You can refine the results by using:
1. The **Delivery Date **field to adjust the date.
2. The** Branch **drop-down menu to view the orders due and deliveries for a specific branch or all branches.
3. The **Despatch Method **to enter a list of **Despatch Method codes**, separated by commas, or click the search icon open the multi-selector to select the required **Despatch Methods** to view orders based on various delivery options.
2. Click **Find **once your search criteria have been entered to update the results.
3. **Add Run **opens up the **Runsheet Line Maintenance** window. This allows you create a new Runsheet for your logged in branch and the selected day.
The information available is:
- **Rego**: From the drop-down menu you can select from a list of defined vehicles from [Vehicles Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28410582). Only vehicles assigned to the selected branch or branch 0 (All branches) will be displayed in the list.
- **Display All: **Tick the checkbox to display all vehicles from all branches.
- **Configuration**: From the drop-down menu you can choose a configuration of the vehicle selected in the rego menu.
- **Driver** **Name**: Enter the drivers name for the run.
- **Manifest Notes**: Enter any instructional notes required for the run.
> ✅ Refer to [Vehicles Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28410582)for more information on adding and maintaining transport vehicles.
> ✅
> ✅ Refer to [Runsheet Defaults Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401778) for more information on to apply vehicles as a default Runsheet.
3. **Find Order** opens up 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. Click the **Transaction **number hyperlink to then open the **[Delivery Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28399634/Runsheet+Maintenance#The-Search-Options)**** **window.
## 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 System—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://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28399634/Runsheet+Maintenance#2.-Maintain-the-Delivery-Information-for-the-Order%5BinlineExtension%5D)**** **window.
---
**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 [Projects](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383544) for more information.
---
**Delivery Address and Suburb **
These two fields display the delivery address and suburb.
---
**Branch **
Displays the branch name for the order
---
**Order Weight**
Displays the total weight of the order.
---
### **Volume**
Displays the total volume of the order, in cubic metres (m³), calculated from the Timber / Sheet Information recorded against each product in Product Maintenance. If none of the products on the order have Volume data recorded, the field remains blank. This is the same Volume value shown against the individual order in the Weight (Kg) and Volume (m3) field of the Delivery Maintenance window, surfaced here as a grid column for at-a-glance viewing.
**Format:** Decimal (m³) | **Required:** No | **Editable:** No | **Related fields:** The Order Weight field displays the equivalent weight measure for the order. The Weight (Kg) and Volume (m3) field in the Delivery Maintenance window displays the same value at the individual order level.
---
**Order and Picking Status **
These two fields display the status of the order and picking of the products.
> ✅ [Enterprise Picking](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402352) is required for picking statuses to be applied.
---
**Credit Status **
Displays the credit status of the customer to advise if they are **Active, On Hold **or **Suspended.**
---
**Assignee **
The user the order has been assigned to.
---
**Has Phoned **
Enabled if transport or the customer has been phoned.
---
**Section **
If the order is a part of a project, this fields display information about the job section related this delivery is related to.
---
**Despatch Method **
Displays the selected despatch method for the order.
---
**MapXRef **
Display the map cross reference information.
---
**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.
---
**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.
---
**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.**
---
**Date Conf**
This checkbox is enabled if the date for the order has been confirmed.
---
**Load Type**
Displays the defined recommended vehicle type the order is for.
---
**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 the Order> Macro (anchor)
You can 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. Click **Save **to commit any changes.
The **Delivery maintenance** window is made up of four sections and they display the following:
#### 1. Transaction Information and Status
This section displays:
- The **Transaction Number** for the order.
- The **Order Status**.
- The **Branch **the order is being despatched from
- Runsheet allocation information if the order has been despatched to a run. The message will display in red ***This order has been allocated to a runsheet [JAM564-T20111901]******.****** ***The information displayed in the brackets is the vehicle Id, the date of the run (yymmdd) and the run number for the vehicle.
#### 2. Despatch and Delivery information
This section allows you to maintain the orders delivery details, as required.
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.
---
**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://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092) for more information about it affects the date is confirmed option.
---
**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.
---
**Fixed Time**
This will be ticked if the **Required Time** has been **marked **as a **Fixed Time.**
---
**Shipping Basis**
The **Shipping Basis** field sets the shipping arrangement for the Purchase Order. For example, whether the supplier is delivering to your branch or your branch is collecting from the supplier. Select a value from the **Shipping Basis** drop-down menu. The available options are defined in [Shipping Basis Codes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401804).
The **Shipping Basis** field is only visible when the transaction is a Purchase Order. For Sales Orders, Invoices and other transaction types, the **Shipping Basis** field does not appear.
Selecting a pickup-type Shipping Basis (codes with the **Pick-Up** checkbox enabled in [Shipping Basis Codes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401804)) makes the **Pickup Method** field visible and editable. Selecting a non-pickup Shipping Basis hides the **Pickup Method** field and clears any previously selected value.
Changes to the **Shipping Basis** in the **Delivery Maintenance** window update the Purchase Order directly.
**Format:** Drop-down menu | **Required:** No | **Editable:** Yes (Purchase Order transactions only) | **Related fields:** The **Pickup Method** field is conditionally shown based on the **Shipping Basis** selection.
---
**Pickup Method**
The **Pickup Method** field specifies how the pickup will be handled when the selected **Shipping Basis** is a pickup type. Select a value from the **Pickup Method** drop-down menu. The available options are the Pickup-type despatch methods defined in [Despatch Methods Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383350).
The **Pickup Method** field is only visible when the selected **Shipping Basis** is a pickup type (codes with the **Pick-Up** checkbox enabled in [Shipping Basis Codes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401804)). If the **Shipping Basis** is changed to a non-pickup type, the **Pickup Method** field is hidden and any previously selected value is cleared.
The **Pickup Method** field does not appear for Sales Orders, Invoices or other non-Purchase Order transactions.
**Format:** Drop-down menu | **Required:** No | **Editable:** Yes (conditional: only when a pickup-type Shipping Basis is selected on a Purchase Order) | **Related fields:** The **Shipping Basis** field controls the visibility of the **Pickup Method** field.
---
**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.
---
**Address Lookup**
The **Address Lookup** field provides address autocomplete functionality powered by Addressify, enabling fast and accurate address entry with automatic population of address fields.
Type a street address or suburb in the **Address Lookup** field, a dropdown list displays matching address suggestions. Select an address from the suggestions, Frameworks automatically populates the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields with validated address data.
You can bypass the **Address Lookup** field and enter addresses manually using the standard address fields (**Address**, **Suburb/City**, **State**, **Post Code**) if the correct address does not appear in the suggestions or if you prefer manual entry.
**Format:** Text (with autocomplete dropdown) | **Required:** No (optional; you can use manual address entry instead) | **Editable:** Yes
**Related fields:** When you select an address, the **Address Lookup** field automatically populates the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields
> ⚠️ **Availability:** The **Address Lookup** field only appears when Addressify integration is enabled and activated by your system administrator. If the field is not visible, use manual address entry through the standard address fields.
---
**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.
---
**Instructions**
Displays any instruction for the delivery of the order.
---
**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.
> ℹ️ You can create and maintain customer contacts directly in the **Delivery Details** tab. If the **AutoPopCCBar** flag is enabled, a contact barcode is automatically generated for new contacts or when editing contacts without a barcode. If disabled, contacts are saved without a barcode, which can be added later in the [Customer Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378750).
---
**Despatch Method**
The **Despatch Method** field displays the despatch method assigned to the order. This field applies to Sales Orders, Invoices and other non-Purchase Order transactions. For Purchase Orders with a pickup-type Shipping Basis, the **Pickup Method** field is used instead.
**Format:** Text | **Editable:** Yes (conditions apply: some order statuses prevent editing)
---
**Consignment No.**
Displays any added Consignment numbers added to the order.
---
**MapRef and XRef**
These two fields display the map reference and map cross-reference information.
---
**Delivery Area**
Displays the delivery area code
---
**Delivery Fee**
Displays the Fee allocated to the order
---
**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.
---
**# Labels/Items**
Displays the number of despatch labels printed or Items for the order. This is manually entered.
---
**Type of Load**
Displays the defined recommended vehicle type the load is for.
---
**Transport Company**
If requires, from the drop-down menu, select a defined transport company.
---
**Comments**
Displays any comments and picking comments for the order.
---
> ℹ️ As the order moves through the sales order process some fields may not be editable.
- Click **Maintain **to open up the order in Sales Orders. This button will be available until **Check Picking** of the order has been performed and it is ready to be released.
- Click **Picking **to open up the [Pick and Release](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528860) screen. This button will be available until **Check Picking** of the order has been performed and it is ready to be released.
- Click **Release **to release the order. This button will be available once the order is ready to be released.
#### 3. Map
This section displays a Google map marking the **Deliver to **address, for reference.
#### 4. Product information
This section displays a list of products on the order, including the **Product No., **product **Description, **any **Comments, Quantity **and **UOM. **Click the product number hyperlink to drill down into the **Purchase Sales information.**
### 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.
- **Add** the orders to the runs in the drop order you require. Each order added will be added as the next drop in the list.
- Click **Close **to remove the order from the run. This will make the order reappear in the unallocated order grid.
> ℹ️ Dragging and dropping an order to the bottom of the delivery runs will create a new delivery run with the order allocated to it.
> ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for more information.
## 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](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27263545/Runsheet+Defaults+Maintenance#Defining-the-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 and total volume 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 the **weight** and **volume** 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.
The **Runsheet** window is made up of four sections and they display the following:
#### 1. Runsheet Information and Status
This section displays:
- The **Runsheet** **Code**: The runsheet code is made up of the vehicle Id, the date of the run (yymmdd) and the run number for the vehicle. This is also displayed in the top right of the delivery maintenance window.
- The **Delivery** **Date **for the run.
- The total **Weight **of the orders on the run
- The **Vehicle **name being used on the run.
- The **Run** number for the vehicle.
- The **Status **of the runsheet. The status will be **Draft** until the load has been checked, then it will be updated to **Checked.**
#### 2. Runsheet Maintenance
This section 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**.
- The 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 had a picking status of **Completed**.
- Click **Change Vehicle **to change the vehicle for a run**.**
Click the **Edit **icon to edit the **Manifest Notes** and **Driver** details.
> 📝 **Submit Run** requires an API to be configured and used. If interested, contact [Support](https://kb.myframeworks.com.au/page/support).
> ✅ Refer to [Printing, Emailing or Faxing Stationery from Frameworks](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30517140) for more information about the Print Dialog window.
#### 3. Transactions
This section displays the following information about the orders on the delivery.
For more information about the Transactions Tab, click here.
**Drop**
Displays the drop number of the delivery run. To adjust the **Drop **order:
- Double-click on the drop **number, **one at a time.
- Adjust the order, making sure each number is different.
- Click **Save** to adjust the order.
---
**Transaction**
Displays the transaction number, company name and address for the delivery.
- **Highlighted** **red**: The order has **not **been released.
---
**Project**
Displays the **Project Id**, if the order is linked to a project.
---
**Branch**
Displays the branch number the delivery is from.
---
**Suburb**
Displays the delivery address suburb.
---
**Order Weight**
Display the weight of each order.
---
**Order Volume**
Displays the volume of each order, in cubic metres (m³), calculated from the Timber / Sheet Information recorded against each product in Product Maintenance. If none of the products on the order have this information recorded, the field remains blank.
---
**Order Status and Picking Status**
These two fields display the status of the order and picking of the products.
---
**Credit Status**
Displays the credit status of the customer to advise if they are **Active, On Hold **or **Suspended.**
---
**Assignee**
The user the order has been assigned to.
---
**Has Phoned**
Enabled if transport has been phoned.
---
**Section**
If the order is a part of a project, this fields display information about the job section related this delivery is related to.
---
**Despatch Method**
Displays the selected despatch method for the order.
---
**Map Xref**
Display the map cross reference information.
---
#### 4. Map
This section displays a google map marking out the delivery route of all the orders on the run.
- Click the** +** or -** **buttons on the map to zoom in and out.
- Click **Directions** or **More Opotions**, on the map, to open the route in google maps.
> ℹ️ Changes to the route in Google Maps do **not **update the drops on the Runsheet. To reorder the drops, you will need to remove the orders from the run and re-add them.
# Additional Information
> ✅ Refer to [Transport Scheduling - Setup and Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28410354) for more information about system settings.
Related System Settings - Flags
The below system settings may be used to customise the functionality of your Frameworks instance.
| **System Settings - Flags** | **Flag Purpose** |
| --- | --- |
| **AutoPopCCBar** | Auto Populate Customer Contact Barcode |
| **FWBrSecurityEnh** | Enable enhanced Branch Security |
> ✅ Refer to the [Additional Information](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27263481/User+Maintenance#Additional-Information) section of the [User Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27263481) guide.
---