--- title: "Runsheet Maintenance (2)" canonical: "https://kb.myframeworks.com.au/space/FRAM/28405518/Runsheet%20Maintenance%20(2)" 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: Click   then navigate to  Transport Scheduling > Runsheet Maintenance  from the navigation tree. The  Runsheet Maintenance  dashboard will display all of the selected day's orders ready for despatch and a list of delivery runs. 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 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. Click  once your search criteria has been entered to update the results.  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 . 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 for more information on adding and maintaining transport vehicles.  Refer to  Runsheet Defaults Maintenance  for more information on to apply vehicles as a default runsheet.  opens up the  Delivery Order Finder  window. In addition to the on-screen search options, it allows you to refined your search further by  Customer, the Transaction  number and  BO  (backorder) number. Click the  Transaction  number hyperlink to then open the  #delMaint   window. The Unallocated Orders This section displays all the orders unallocated to a run, for the related search results.  From here you can: Refer to  Advanced Grid Features for more information. View a list of orders due for despatch From the grid you will be able quickly view, sort and filter information related to the orders which have not been allocated to a run The line fill colour displayed in this section is related to the orders Time Requested  option.  These colours are defined under the miscellaneous table  System - Requested Delivery Times  in the  Colour  field. More information about unallocated orders Field Description Transaction Number Displays the order number, company name  and  delivery address of the unallocated order. Click on the hyperlink to open the #delMaint   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 the  Projects User Manual 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. Order  and Picking Status This two fields displays the status of the order and picking of the products. Enterprise Picking   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 Ticked   if transport has been phoned. Section If the order is apart 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.  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 D isplays 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 checked 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. Maintain the Delivery Information for the Order 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  to commit any changes. 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   to remove the order from the run. This will make the order reappear in the unallocated order grid. Dragging and dropping an order to the bottom of the delivery runs will create a new delivery run with the order allocated to it. The Delivery Runs The  Delivery Runs  section displays a list of delivery runs and the orders allocated to them. From here you can: 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 added by clicking the  button or by defining  Runsheet Defaults Maintenance . 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 name, the delivery  suburb and weight of the order. Click on the hyperlink to open the  Delivery Maintenance  window. Click  to remove a vehicle, run or order form the list. Removed orders will be displayed back on the unallocated orders grid. 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: 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. Runsheet Maintenance This section allows you to move through the runsheet process and update the manifest notes and drivers name. Click   to print or email the details of which orders need to be loaded before being despatched.  Click   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 . Click   to print a runsheet for the delivery driver to assist with the delivery of the orders. Click   to submit the run to a 3rd party device Click the  icon to edit the  Manifest  Notes and  Driver details. Refer to  Printing, Emailing or Faxing Stationery from Frameworks for more information about the Print Dialog window. Order Information This section displays the following information about the orders on the delivery: 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. Brn : Displays the branch number the delivery is from. Transaction : Displays the transaction number, company name and address for the delivery.  Highlighted   red : The order has NOT been released. Weight : Display the weight of each order. 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  More options , on the map, to open the route in google maps.  Changes to the route in google maps do NOT updated the drops on the runsheet. To reorder the drops you will need to removed the orders from the run and re-add them.  Additional Information Refer to  Transport Scheduling - Setup and Configuration for more information on the related settings