Professional Documents
Culture Documents
Booking
Dispatching
Rating
Release 1
September 2017
No part of this manual may be disclosed to third parties or reproduced, stored in a retrieval system, or transmitted in any
form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission from
The Waggoners Trucking.
Table of Contents
INTRODUCTION ...................................................................................................................................................................... I
Glossary of Terms ................................................................................................................................................................ i
Contacts ........................................................................................................................................................................... i
Requesting Login ................................................................................................................................................................ ii
Getting Started with SB Client ............................................................................................................................................. ii
User Defaults (CF0109.I) ................................................................................................................................................iii
User Printer Control (CF0135.I) ..................................................................................................................................... iv
User Inventory Defaults (CF0136.I) ................................................................................................................................ v
Printing within SBXA .......................................................................................................................................................... vi
Tips to Remember ..............................................................................................................................................................vii
Microsoft Office How to ..................................................................................................................................................... viii
Excel.............................................................................................................................................................................. viii
Formatting Excel ......................................................................................................................................................................... viii
Importing a Text File..................................................................................................................................................................... ix
Saving the Text Document ........................................................................................................................................................... ix
Creating an Excel Spreadsheet ..................................................................................................................................................... x
Word ............................................................................................................................................................................... xi
LTL QUOTE MENU ................................................................................................................................................................ 1
Chapter 1:1 LTL Quote Entry Menu .................................................................................................................................... 2
Quote Entry (LTL169.I) ................................................................................................................................................... 3
Chapter 1:2 LTL Quote Inquiry Menu .................................................................................................................................. 5
Chapter 1:3 LTL Quote Reports Menu ................................................................................................................................ 6
LTL FREIGHT MENU ............................................................................................................................................................. 7
Chapter 2:1 LTL Freight Entry Menu ................................................................................................................................... 8
Freight Booking (LTL0111.I) ........................................................................................................................................... 9
References (OE0124.I) ............................................................................................................................................................... 11
COD (OE0108.I) .......................................................................................................................................................................... 12
Multi Load Entry (OE117.I) ........................................................................................................................................... 13
Turndown Entry (TK209.I) ............................................................................................................................................. 15
Freight Reprint Shipping Label/BOL (OE0122.O) ......................................................................................................... 16
Pickup/Delivery Entry (LTL162.I) .................................................................................................................................. 17
Chapter 2:2 LTL Freight Inquiries Menu ........................................................................................................................... 20
Load Event History (LTL144.I) ...................................................................................................................................... 21
Shipper / Consignee Inquiry (TK204.I) .......................................................................................................................... 22
Freight Inquiry (LTL0112.O) .......................................................................................................................................... 23
Chapter 2:3 LTL Freight Reports Menu ............................................................................................................................ 24
LTL BOARDS MENU ........................................................................................................................................................... 25
Chapter 3:1 LTL Boards Menu .......................................................................................................................................... 26
Load Board Inquiry (LTL194.I) ...................................................................................................................................... 27
Scheduled Manifest Inquiry (LTL215.I) ......................................................................................................................... 29
LTL DISPATCH MENU ......................................................................................................................................................... 31
Chapter 4:1 LTL Dispatch Entry Menu .............................................................................................................................. 32
Manifest Entry (LTL109.I).............................................................................................................................................. 33
Driver Log Status (Logs Button) .................................................................................................................................................. 35
LTL Load Activity (LTL180.I) ....................................................................................................................................................... 36
Add (LTL211.I) ............................................................................................................................................................................ 37
LTL Appointment Inquiry (LTL198.OI) ......................................................................................................................................... 39
LTL Manifest Dep/Arr (LTL184.I) ................................................................................................................................................. 40
LTL Flat Bed Pay (LTL185.I) ....................................................................................................................................................... 40
Checking in PD trips (LTL187.I) .................................................................................................................................................. 41
Hourly Pay (LTL186.I) ................................................................................................................................................................. 41
LTL Manifest Comment Screen (LTL142.I) ................................................................................................................................. 42
Pre Plan Entry (LTL214.I) ............................................................................................................................................. 43
Chapter 4:2 LTL Dispatch Inquiries Menu......................................................................................................................... 45
LTL Manifest Daily Inquiry (TK107.I) ............................................................................................................................ 46
LTL Manifest History – Driver (LTL171.I) ...................................................................................................................... 46
LTL Manifest History – Tractor (LTL172.I) .................................................................................................................... 46
Chapter 4:3 LTL Dispatch Reports Menu.......................................................................................................................... 47
LTL RATING MENU ............................................................................................................................................................. 49
Chapter 5:1 LTL Rating Entry Menu ................................................................................................................................. 50
LTL Rating Entry (LTL0100.I) ....................................................................................................................................... 51
Chapter 5:2 LTL Rating Inquiries Menu ............................................................................................................................ 53
Rate Inquiry Truckload (LTL191.I) ................................................................................................................................ 54
Rate Inquiry LTL (LTL192.I) .......................................................................................................................................... 54
Chapter 5:3 LTL Rating Reports Menu ............................................................................................................................. 56
ADDITIONAL RESOURCES AND TOOLS .......................................................................................................................... 57
I - Customers ................................................................................................................................................................... 59
Customer Entry ............................................................................................................................................................. 60
Customer Directory (CUS107.I) ................................................................................................................................................. 61
Customer Inquiries ........................................................................................................................................................ 62
LTL/UV Directions Inquiry (CUS110.I) ....................................................................................................................................... 63
Customer Reports ......................................................................................................................................................... 64
II - COS (Change of Status - Equipment & Drivers) Menu ........................................................................................... 65
COS Entry Menu ........................................................................................................................................................... 66
DCS - Entry (COS100.I) ............................................................................................................................................................. 67
ECS - Entry (COS101.I) ............................................................................................................................................................. 69
COS Inquiries Menu ...................................................................................................................................................... 71
DCS Inquiry (COS104.I) ............................................................................................................................................................. 72
ECS Inquiry (COS105.I) ............................................................................................................................................................. 72
COS Reporting Menu .................................................................................................................................................... 73
III - Drivers ........................................................................................................................................................................ 75
Driver Inquiry (CD104.IO) .............................................................................................................................................. 76
Driver Timeoff Entry (TK122.I) ...................................................................................................................................... 77
Claims By Driver Inquiry (CS113.I) ............................................................................................................................... 78
Qualcomm Position History (QC0109.O) ...................................................................................................................... 78
Driver Exceptions Summary Screen (CD106.I) ............................................................................................................. 78
Driver Exception Entry (CD107.I) .................................................................................................................................. 79
IV - MGR Menu ................................................................................................................................................................. 81
Excessive Idle Inquiry (DA102.I) ................................................................................................................................... 82
V - Miles ............................................................................................................................................................................ 83
HHG Mileage Inquiry (RM0101.1I) ................................................................................................................................ 84
HHG Single Origin (RM101.2I) ...................................................................................................................................... 85
HHG Rules Audit Route (RM0101.3I) ........................................................................................................................... 85
HHG State Breakdown (RM0101.4I) ............................................................................................................................. 85
HHG Route – States (RM0101.5I) ................................................................................................................................ 86
Practical Route Inquiry (RM0101.6I) ............................................................................................................................. 86
Practical State Breakdown (RM0101.7I) ....................................................................................................................... 87
Practical Route - States (RM0101.8I) ........................................................................................................................... 87
VI - Miscellaneous Screens/Prompts ............................................................................................................................ 89
Searching for Drivers ..................................................................................................................................................... 90
Searching for Customer Codes ..................................................................................................................................... 90
Searching for Bill to Customers (LTL0111.I) ................................................................................................................. 91
Cancelling a Load Number (LTL0111.I) ........................................................................................................................ 91
Using a Temporary Customer (LTL0111.I) ................................................................................................................... 92
Load Tracking ................................................................................................................................................................ 93
VII - Qualcomm Messages .............................................................................................................................................. 95
Macro #5 & #11 (LTL Local Pickup) .............................................................................................................................. 96
Macro #6 & #12 (LTL Local Delivery) ............................................................................................................................ 96
Qualcomm Position History (QC109.O) ........................................................................................................................ 97
Qualcomm Free Form Message Entry .......................................................................................................................... 97
APPENDICES ....................................................................................................................................................................... 99
Accessorial Charge Codes ................................................................................................................................................ 99
Comment Types ................................................................................................................................................................ 99
Change of Status Types .................................................................................................................................................... 99
Deadhead Types ............................................................................................................................................................... 99
Division Codes ................................................................................................................................................................ 100
Event Codes – LTL.......................................................................................................................................................... 100
Product (Commodity) Codes ........................................................................................................................................... 100
Region/Zone Codes (LTL/TL) ......................................................................................................................................... 101
Terminal Codes ............................................................................................................................................................... 101
Trailer Types ................................................................................................................................................................... 101
Trip Types ....................................................................................................................................................................... 101
Turndown Freight Reason Codes ................................................................................................................................... 102
Introduction
This manual will go over each section relating to booking, dispatching and rating LTL shipments. It will attempt
to explain each screen and its function. The items available on the menu system can and will change without
notice, but every attempt will be made to keep this manual up-to-date.
Used in conjunction with additional work instructions provided by your supervisor, we hope to develop a
comprehensive training tool.
As we move forward, if you have any comments or suggestions, please don’t hesitate to contact the
Information Systems Department either by phone or by email. We welcome your suggestions because,
ultimately, you are the end user and you know your responsibilities and would which enhancements would
work better for you than we do.
I wish to take this time to give a big THANK YOU to Roni Moye, Corporate Administrative LTL Support
(Houston Terminal) for her valuable insight and assistance in the collaboration of this manual.
Glossary of Terms
Term Description
ASN Term for electronic data – Advanced Shipping Notice.
Function Key The row of keys above the numbers row (F1, F2, F3, etc).
EDI Electronic Data
Form The area that data is displayed or entered. Also, may be referred to as a “screen”.
Each Customer is grouped into a Parent; Bill to Codes, Shipper/Consignee Codes and
Parent
Dealer Codes are then assigned to a Parent.
Screen The area that data is displayed or entered. Also, may be referred to as a “form”.
Region A pickup or delivery area assigned to Terminal.
Load / Freight Term assigned to a booked order.
Manifest A group of loads assigned to an over the road driver.
Local P/D A group of loads assigned to a local driver. Most P/D trips are within 150 miles of terminal.
Groups are assigned by inventory location. This allows quick viewing of inventory that has
Group
been released for shipment. (Car Haul use only)
Contacts
Every once in a while there are issues with the system or data. The following people can assist you in
correcting these issues or can offer further explanations on screen functions.
i
Requesting Login
Before we get started, you should have your new SB login credentials already on hand. If you haven’t been
assigned a username or password, please let your immediate supervisor know so they can request one from
the Information Systems Department. All new requests should include the full name of the user, their position
and a list of all features that you may need, including whether or not you need to send data to Customs. If you
have a password preference, please let us know at that time.
Double-click on the SB+ Icon, which is normally found on your Desktop. Make sure your caps lock is
off. Logging into the system must be done in lowercase. If you are having problems at this point, please
contact the Information Systems department for assistance.
After clicking on the icon, the Connect to Application window will prompt you for the Application Name. If this is
your first time entering the system, the box may be empty. Click on the down arrow and select “WAGGONERS
SYSTEM”. Click Connect.
Handy Note:
Once you are done with SB, hitting the ESC key or clicking the “X” found at the top right corner will disconnect
the session.
ii
User Defaults (CF0109.I)
When you are first given your login information, all the screens below should be completed already. Please
double-check your User and if your email address is missing, please enter one. If you are having problems
with your inventory, the F6-Inventory button is where the defaults are set. Please contact the Information
System Department for assistance.
Functions Available
The Printer and Inventory buttons are explained later on in this section.
iii
User Printer Control (CF0135.I)
This screen is used to assign multiple printers to different printing functions. Below is a brief description.
Field Instructions
Assign system printer numbers to print the Route Sheet and the BOL/Trip sheets.
Route
To only use system printer, Slave Print must be set to ‘N’o and Route Sheet must be
Bol/Trip
set to ‘Y’es.
Set to ‘Y’es or ‘N’o. Slave print means you have a printer connected to your computer
Slave Print
and do not have access to a system printer.
Barcode Set to ‘Y’es or ‘N’o for barcode printing. This applies to Manifests or Route Sheets.
Set to ‘Y’es for Slave Print
Route Sheet
Set to ‘N’o for System Print.
Set to ‘S’ystem or ‘L’ocal. This is used for LTL printing only.
Manifest Print
If this is set to ‘L’ then LTL Printer must be set.
If this is set to ‘S’ then your locally connected printer will be used.
Label Printer Select printer name from dropdown box. Printers are assigned by terminal.
Select printer name from dropdown box. Default printer name is BOL.
BOL Printer Name
These printers are not used if Slave Print is set to ‘N’o.
Select printer name from dropdown box. Default printer name is RTE.
RTE Printer Name
These printers are not used if Slave Print is set to ‘N’o.
Select printer name from dropdown box. This area is your default printer for all SBXA
System Printer
printing.
Select printer name from dropdown box. This area is only used for printing Rate Edit
Rate Edit Printer
sheets in Houston and/or Billings.
Select printer name from dropdown box. This area is only used for printing Invoices in
INV Printer
Billings.
Functions Available
iv
User Inventory Defaults (CF0136.I)
This screen controls how your inventory is selected when using trip entry/manifest screens.
Field Instructions
Set to ‘Y’es if you want the inventory listing to pop up automatically.
Auto Inv Selection Set to ‘N’o if you want to be able to use the F3 function key for a listing as well as type
in load numbers individually.
Terminal Your assigned terminal.
Inventory group assignment. Use the F3 function key for a listing. The Inventory Quick
Group
(Group) screen uses this setting.
Region Your assigned region based on terminal location. Use the F3 function key for a listing.
Inventory groups needed to dispatch. Use the F3 function key for a listing of inventory
Inv Selection
groups. May enter multiple groups.
Functions Available
v
Printing within SBXA
On most computers, in order to send the screen shot to the printer, your computer must have a third-party
application installed (Greenshot). To determine if your computer has the application, locate the green G icon
which should load when you start up your computer. (lower right hand corner of the task bar) If you
cannot locate this icon, please contact the Information System Department for assistance.
Once the application is installed, to print a screen shot, press the Alt + Prt Scr buttons and mouse over Send to
Printer then select the printer to print to. If this is the first time Greenshot has been used, a print options box
will open up. Select your settings and then click the Save options as default and do not ask again box.
Greenshot has other abilities such as Copy to Clipboard and Save as.
SBXA uses the XPS viewer for viewing and printing our reports. Reports can also be downloaded to Word or
Excel. To find those options, click on the File menu. If you come across a report that is not behaving correctly,
inform us immediately and we will assist.
To close this window, select File > Exit or click the “X” found in the upper right hand corner of window
To exit this menu without choosing to print, you may click on the “X” to close the dialog box or hit the ESC key.
vi
Tips to Remember
Below you will find helpful tips to smooth your way through each of your tasks.
Action Tip
Please remember if you do not type in a year, the system will default your entry to the current
year. If you do not type in a month, the system will default to the current month.
Times may be entered in the following way: Time displays on a 24-hr clock or military time.
Entering through prompt will default time to current time.
To remove a load number from a Car Haul trip, you must first highlight the load number and
then press CTRL + Del keys together. Otherwise, if you press the Del button on your
Delete entries keyboard, you will be left with an empty space where the load number was but the
description field, etc will still be there. If you press the Del button on any field from within a
screen, you will delete the item from the system and it cannot be replaced.
Data Entry All data is entered in UPPERCASE.
There is a “Lookup” button next to this field. You can easily find all LTL loads that meet one
of many search criteria that you enter.
Load
Resizing You can adjust the size of any screen by dragging the lower right corner.
vii
Microsoft Office How to
Excel
Formatting Excel
Before choosing to print a report to Excel, you must first make sure that you don’t have a worksheet already
open. This ensures that SBXA has a clean workspace to export to. If you decide to have a worksheet already
open, it is important to not have any cells highlighted. SBXA will give you a macro error and you will have to
start the report process over again. The examples below are used mainly for car haul functions, but may be
useful for you.
The current version of SBXA does not like the newer file extension (.xlsx) and will give you a warning to allow
the user to back out of allowing the report to populate in Excel. When this happens, click ‘Yes’ to allow the
report to create. When the report is finished, SB will give you a DDE Macro Error. Click ‘OK’. This is normal.
1) After choosing to print a report to Excel, the 3) Then, go up to your Format menu option in Excel
following dialog box will pop up. Choose your and choose Cells. From this screen, choose the
option, the default ‘Excel’ is the typical selection. “Alignment” tab and click once or twice on the ‘Wrap
Hit Enter. If Excel is not already opened, SB will Text’ option found under Text Control; we want the box
open the software for its use. to be completely empty. Then hit OK.
viii
Importing a Text File
1) Open Excel. Click on File > Open The text file should now be imported into Excel and look
similar to this: Column A is Vin No, Column B is Dealer and
A windows open window will pop up. Browse to the Column C is Bay.
location of your ‘.txt’ file. You may need to change the
Files of type (bottom center of screen) to All Files (*.*) in
order to see it. Click on document then click Open.
We don’t need the first two rows, so you can delete them.
Now you need to save the file in the proper format. Click on File > Save As Name the file; remembering what you named
the file and the path it will be saved in. NOTE: name must not contain spaces. Change the Save as Type to ‘Text( Tab
delimited) (*.txt)’. Click Save.
ix
Creating an Excel Spreadsheet
Sometimes you may need to create your own list of VINs from an email or from another document that is not
easily imported. Below are two examples of how to make your own file. If you have other situations and need
guidance, please notify your IT department for assistance.
This example shows a list of only VINS. This example shows a list of VINs + Dealer on same line
1) Open Excel. If a worksheet didn’t open automatically, 1) Open Excel. If a worksheet didn’t open automatically,
click File > New click File > New
Copy VINs and paste into Column A. Click on first cell in Copy VINs and paste into Column A. Click on first cell in
Column A then right-click mouse. Choose Paste. Column A then right-click mouse. Choose Paste.
Now click on the first cell (A1). You will notice that the cell
contains both the VIN and Dealer information. We need the
data in two separate columns. To accomplish this, select all
the data we need to break-out
Now you need to save the file in the proper format, refer
to ‘Saving the text document’ for instructions.
Go up to Data > Text to Columns and then follow the
instructions from Importing a list of VINs from a text file, Text
Import Wizard.
Now you need to save the file in the proper format, refer to
‘Saving the text document’ for instructions.
x
Word
When a report is exporting to Microsoft Word, it automatically opens up the software and exports the data to a
table. You will find the rows/columns are ‘wrapped’ just as they were in the Excel export.
Sometimes, you will need to change the paper orientation from Portrait to Landscape and change your margin
dimensions. These options are found under File > Page Setup. Other times, you will also need to change the
table dimensions. Because of this hassle, if the report is too wide; Word is not a good option for viewing.
xi
LTL Quote Menu
Chapter Contents
Chapter 1:1 LTL Quote Entry Menu .................................................................................................................................... 2
Quote Entry (LTL169.I) ................................................................................................................................................... 3
Chapter 1:2 LTL Quote Inquiry Menu .................................................................................................................................. 5
Chapter 1:3 LTL Quote Reports Menu ................................................................................................................................ 6
1
Chapter 1:1 LTL Quote Entry Menu
This chapter will focus on creating and emailing quotes. After quotes are created they can then be used to rate
a shipment that is later booked.
The menu options in this chapter are found here: Quote > Entry
2
Quote Entry (LTL169.I)
This screen is used to enter customer quotes when they call in and has useful functions that will allow for
accurate rating and easy communication with the potential customer. The quote number created can be used
in the quote field found in LTL Freight Booking. This process currently does not work as outlined here. All
rates will need to entered with manually with the rate override button clicked.
Field Instructions
Unit Quote # ‘N’ ew – Press the F3 function key to find quotes already in the system.
Expire Date By default, quote will expire in 7 days. Enter a new date, if desired.
Customer Enter customer name.
Contact Enter contact name for customer.
Phone Number Enter phone number of contact.
Fax Number Enter fax number of contact.
Email Address Enter email address for contact.
Comment1
This section allows you to add details about the shipment and/or any notes you find
Comment2
that could be helpful.
Comment3
Shipping Information
The following 4 drop down boxes are linked to the LTL rate tables. If the city/state combination is not found
within these tables, the system will warn you that a call needs to be made to calculate the correct rate.
Ship From St Choose from drop down list the state from which the load is originating.
Choose from drop down list the city from which the load is originating. You will see
Ship City only those pickup locations that we normally ship from. If a city isn’t in the list then you
pick the closest in the list and type the actual city name in the Alt Pickup section.
Ship To St Choose from the drop down list the state from which the load is delivering.
Choose from the drop down list the city from which the load is delivering. . You will
Dest City see only those pickup locations that we normally ship from. If a city isn’t in the list then
you pick the closest in the list and type the actual city name in the Alt Delivery section.
Enter an alternate location from which the load is originating and/or delivering. If
Alt Pickup
applicable. When the load is booked and rated, this information will be needed to
Alt Delivery
calculate Advance and/or Furtherance charges.
3
Product Enter description of quoted freight. Be very clear on dimensions of shipment.
Package Select from drop down list the appropriate package type.
Hazmat Enter ‘Y’es or ‘N’o for hazardous materials.
Weight
Enter the measurements of the freight. If there is a Ship From - Ship To record in the
Length
system, the rate will calculate once the weight is entered. If not, you will be notified
Width
that Rate is missing and you must calculate rate manually.
Height
Pieces Enter total number of pieces.
Click box if rate is to overridden. If this box is checked, you must manually enter all the
Override Rate
data in the quoted charges section.
Quoted Charges Section
Rate Type Enter rate type.
Charge Desc System will display the description of charge.
Rate Enter the rate associated with rate type.
CWT Rate Enter rate per hundred pounds.
Linehaul Enter line haul total amount.
Other Enter the total amount not associated with line haul and fuel surcharge.
Total Quoted Enter total of quote.
Functions Available
4
Chapter 1:2 LTL Quote Inquiry Menu
5
Chapter 1:3 LTL Quote Reports Menu
6
LTL Freight Menu
Chapter Contents
7
Chapter 2:1 LTL Freight Entry Menu
This chapter will focus on entering loads or freight into the inventory system. The screen used for entry is
determined by the division you are assigned to. Please ask your supervisor for your division information or
look at the Setup > User Defaults menu.
The menu options in this chapter are found here: Freight > Entry
8
Freight Booking (LTL0111.I)
This is the screen used to book freight. The information contained within this chapter is meant to explain the
functions of each field and button. It is meant to be used in conjunction with your terminal’s work instructions.
Field Instructions
“N” ew, type in an existing load number or press F3 function key to activate a search of
Load loads by Received Date. This is also based on the region set in your User Defaults. Use
“Lookup” button to search.
O Zone will default to the region entered in your User Setup screen. D Zone will default
O(rig) Zone
back to the zone set for the ‘C’ type customer. Using the F3 function key will display a list of
D(est) Zone
available zones.
This feature allows you to choose a shipper and consignee from the custom built Customer
Cus Dir Directory that is set up for your terminal or individual user. For instructions on how to set
up this directory, refer to Chapter 6:1 Customers section of this manual.
Call in By Enter First and Last name of person calling in order
Call in Phone Enter phone number of person calling in order
Hold Until Enter date. This feature works with the Load Board. It will allow you to hold a shipment on
yard until customer wants it shipped. If you put something in this field, then the 7 day ship
breakdown on the Load Board will use this date instead of the pick up date.
Shipper/Consignee Section
First entry should always be a ‘S’hipper. This defaults to either ‘S’hipper, ’C’onsignee. To
Type delete an entered shipper or consignee, click on the “DEL” button located at the end of the
line for each type entry.
Enter customer number. Use F3 function key for a customer search by name, address, city
or state. To use a temporary number, please see Miscellaneous Section. Type DIR in this
Customer area to pull up your Customer Directory - if you’ve entered your customer number in the
“Customer No” field. In Care of Customers require a Final Destination to be declared.
Enter this location if prompted by system.
Location Enter City,State: field will display city/state of customer number entered by default.
Zip Enter ZIP;field will display ZIP of customer number entered by default.
9
After entering the Consignee information, if this shipment is going to Canada, you will be prompted for the PARS number.
This number is the same as the Load Number press enter and continue.
If not today’s date, enter date of scheduled pickup for ‘S’hip customer.
Scheduled
If not today’s date, enter date of scheduled delivery for ‘C’onsignee Customer.
Pu/Del Enter time load is ready to be picked up from Customer.
Closes Enter time load will be ready for pickup or time business closes.
Del Deletes individual customer type entry
Shipment Pre Planning Section
Wgt Destination If applicable, enter valid region code. Use the F3 function key for a listing.
If applicable, select area from dropdown box. Used to help group together shipments for
P/U Area
pickup.
Information entered here is used in conjunction with the Load Board. Select applicable
Long/Short route from drop down box. The weight of this shipment will be included in the Terminal
Weight Summary screens for Longhaul or Shorthaul.
Once a pre plan manifest is created, loads can be assigned to the record from here. Select
Pre Plan pre plan manifest from drop down box. Once selected, the Cur Wgt, Max Wgt and Full
Manifest # indicators will populate to help plan. Each load can be placed on a maximum of two pre
plan shipments at a time.
Transfer Pnt If applicable, select transfer point from drop down box.
View If a pre plan manifest is selected, this button will open the record.
Shipment Contact Section
Pickup & Information defaults to Contact information entered in the Customer Entry screen. Enter
Delivery Contact contact name if blank.
Information should default to contact information entered in the Customer Entry screen.
Phone
Enter phone number if blank.
Remarks Enter remarks.
Information should default to email address entered in the LTL/UV Sales Inquiry or
Email
Customer Entry screens. You may type in any email address in this area.
To send an electronic version of the Bill of Lading to the email address listed, click this
BOL button. This email sends a link to the customer for Load Tracking. To printer a paper copy
of this form, click the BOL button located on bottom of screen.
CONFIRM To send a pickup or delivery confirmation email to the email address listed, click this button.
Billing Section
Once this is all completed, press the “References” button to complete customer requirements .
Enter type of billing. Use the F3 function key for valid types.
10
The customer’s available credit will now pop up. You need to verify whether or not the
customer has enough to proceed with the shipment. Contact the Accounts Receivable
Department in Billings and they will advise, if you have questions or concerns.
Once available credit has been verified, the system will then tell you what this customer
requires when billing. Make note of this information. You will need it later when you click
on the “References” button. Click “OK” to proceed.
If this is a Canadian shipment, type in the name of the customs broker that will be clearing
Broker the load. If unknown, leave blank and return later to complete. If this is a stateside
shipment, skip.
Wgt Enter estimated weight given by customer.
Pcs Enter estimated pieces given by customer.
Description Enter detailed description of order.
Dimensions Enter detailed dimensions.
Additional BOL Used in conjunction with the electronic BOL when one shipment has multiple pieces and/or
Desc descriptions.
Cancelled If shipment is cancelled, will display cancelled date.
Functions Available
References (OE0124.I)
If a customer requires their reference numbers to be attached to our booking order, the information is entered
here.
11
Select the appropriate reference type from the dropdown box and then enter the customer supplied reference
number.
If the customer cannot provide you with this information at the time the order is placed, proceed with selecting
the correct requirements and type an “N” in the field beside it for each one. This allows you to proceed with the
order and then come back later to fill it in.
COD (OE0108.I)
If a shipment is Cash on Delivery, the information needs to be entered here. Contact the Accounts Receivable
or Billing Department if there are questions.
12
Multi Load Entry (OE117.I)
This screen is used when a customer has multiple shipments originating from the same shipping location. This
screen also allows us to consolidate the charges into a single Freight Bill.
Field Instructions
Order No “N” ew; F3 function will show orders already in the system.
Enter Shipper code or use F3 function key to search for customers by city. For
Shipper
instructions on how to use the search function, click here.
Called In By Enter name of person calling in order.
Phone Enter phone number of person calling in order.
Pickup Date Enter date order is to be picked up.
Ready Enter time order will be available for pickup.
Closes Enter time business will be closed.
Consignee Section
* Repeat as many times as necessary
Enter Customer Number. Use F3 function key for a customer search by name,
Consignee
address, city or state
Dest This is the destination zone. Use the F3 function key for a list of available zones.
Enter type of billing. Use the F3 function key for valid types.
13
Consolidated Billing Entry
Consolidated Billing Enter ‘Y’es or ‘N’o. Leaving blank means ‘No’
LH (CWT) Enter consolidated billing rate.
FSC Enter consolidated fuel surcharge rate.
Drop Chg Enter consolidated drop charge rate.
Functions Available
14
Turndown Entry (TK209.I)
This screen is used to keep track of the reasons freight is turned down.
Field Instructions
Turndown No. “N” ew; F3 function finds turndown entries already in the system..
Origin Enter origin city/state of turned down freight.
Destination Enter destination city/state of turned down freight.
Customer Enter customer name.
Reason Enter reason for turning down freight. Use F3 function key for a list of codes.
Contact Enter name of person calling.
Phone Enter phone number of person calling.
Shipments Enter number of shipments
Freight Desc Enter abbreviated freight description.
Comments Enter any applicable comments associated with turndown.
Functions Available
15
Freight Reprint Shipping Label/BOL (OE0122.O)
Field Instructions
Load No Type in existing Load Number; F3 function allows you to search for the order.
Functions Available
16
Pickup/Delivery Entry (LTL162.I)
This screen allows you to enter the pickup and delivery information for an individual shipment. This is the
same screen that is accessible via the “Dates” button on the Schedule Pickup Entry screen. Shipment
information from the Manifest screen will update the P/D Trip section automatically.
Field Instructions
Load No “N” ew ; F3 function will show orders already in the system.
Hold If applicable, select ‘Y’es or ‘N’ option. Type in hold reason.
Pickup Section
Type of Pickup System automatically chooses type based on the data entered.
Scheduled Pickup Shows date and time from the Sch Pickup data entered in booking screen.
P/U Area Shows data entered from booking screen.
In Route Pickup Click if pickup will be an en-route.
Arrive to Load Enter date and time local P/D driver will be there to pick up shipment.
Enter date and time shipment was actually picked up. This information is also updated
Loaded
through the QC - PU message sent in by driver.
Only one of these prompts needs to be entered. Choose which best describes how the shipment was
delivered to the terminal.
If shipment was not picked up by a local P/D driver, customer or by an Owner Operator:
Enter vendor number of advanced carrier who dropped shipment at the terminal.
Adv Carrier Enter Reference number (their invoice #) and advance amount. We automatically add
10% to the advance amount to charge the customer.
If shipment was dropped off at terminal by Shipper:
If the shipment was dropped off by the customer, enter their name here and who at
Dropped off By
your terminal received the shipment.
17
If shipment was picked up by a local P/D driver:
P/D Trip #
Enter P/D trip number, Tractor and Driver. This information is also updated from the
Tractor
manifest screen.
Driver
If Owner Operator picked up shipment and then dropped at terminal (did not haul shipment over the road):
Enter driver number of owner operator. The pickup pay calculates automatically based
O/O Pickup & Pay
on the line haul rate entered.
Enter comments. Use this area as dispatch notes. Do not use any other field to make
Comment
notes.
Delivery Section
Type of Delivery System automatically chooses type based on the data entered.
Scheduled Delivery Shows date and time from the Sch Delivery data entered in booking screen.
DEL Area Shows data entered from booking screen.
In Route Delivery Click if delivery will be an en-route.
Arrive to Unload Enter date and time local P/D driver will be there to deliver shipment.
Enter date and time shipment was actually delivered. This information is also updated
Unloaded
through the QC - DEL message sent in by driver.
Only one of these prompts needs to be entered. Choose which best describes how the shipment was
delivered to the customer.
If shipment was not delivered by a local P/D driver, customer or by an Owner Operator:
Enter vendor number of furtherance carrier who delivered shipment to customer.
Fur Carrier Enter Reference number (their invoice #) and furtherance amount. We automatically
add 10% to the furtherance amount to charge the customer.
If shipment was delivered to customer by the consignee:
If the final delivery was handled by the consignee, enter their name here and who at
Picked Up By
your terminal released the shipment.
If shipment was delivered by a local P/D driver:
P/D Trip #
Enter P/D trip number, Tractor and Driver. This information is also updated from the
Tractor
manifest screen.
Driver
If Owner Operator delivered shipment and was not the one who dropped shipment at terminal:
Enter driver number of owner operator. The delivery pay calculates automatically
O/O Delivery & Pay
based on the line haul rate entered.
Enter comments. Use this area as dispatch notes. Do not use any other field to make
Comment
notes.
Functions Available
18
Sends a qc message to driver informing him/her of the scheduled delivery. Driver then
QC-DEL
has the ability to reply with the actual delivery date/time. Example of messages here.
BOL Prints the Bill of Lading to your printer.
Events Opens LTL Events associated with this shipment.
Label Prints shipment labels.
19
Chapter 2:2 LTL Freight Inquiries Menu
The inquiries offered in this menu are the Load Event History, Shipper/Consignee Inquiry and Freight Inquiry.
This chapter will go over each screen and explain its features.
The menu options in this chapter are here: Freight > Inquiries.
20
Load Event History (LTL144.I)
This screen allows the user to view all events pertaining to an individual load The first event in the screen is
the last event to happen. Below, you will find examples of possible events configured in a date/time
chronological order. Using the F3 function will provide a list of loads booked on a specific date by the region
assigned in your User Default screen.
Our load tracking feature also uses these event codes to inform our customers where their freight is. Load
tracking is explained in further detail in the Miscellaneous chapter.
21
Shipper / Consignee Inquiry (TK204.I)
This screen is very similar to the Load Board Inquiry except that it allows the user to pull all the booked loads
associated with a particular Shipper or Consignee. This screen will show you all the shipments booked for a
particular shipper/consignee since January 2015. From here, you can view the booked order and the customer
record.
Functions Available
22
Freight Inquiry (LTL0112.O)
This screen allows the user to view the booking and rating information related to the order. From this screen,
you can also view Events, References, Changes, Description, Local Pickup & Del information, COD,
Comments and Revenue Split. Changes to the order cannot be made here nor will it be saved.
Functions Available
23
Chapter 2:3 LTL Freight Reports Menu
The LTL reporting menu offers a variety of reports to meet your daily reporting needs. These reports allow the
user to view the terminals to manage their inventory.
To review your printing options, please refer to the Printing within SB section of this manual.
The menu options in this chapter are here: Freight > Reports.
24
LTL Boards Menu
Chapter Contents
25
Chapter 3:1 LTL Boards Menu
This chapter will focus on ways to monitor shipments leaving or entering your terminal.
26
Load Board Inquiry (LTL194.I)
This is the screen used for monitoring freight at your terminal. The shipments listed here either originate from
your zone or have been dropped from a manifest. You have the ability from this screen to see any potential
issues and correct before they go to Rating/Billing Departments.
This board will keep up with all the freight dropped on your yard, freight scheduled to pick up and/or deliver,
and all freight transferred from another trip to your yard. You have the option of looking at another terminals
board to see their shipments in order to help you plan your dispatches.
The information displayed next to each load is the current status, weight, pieces, Local P/D information, drop
information and when you qc’d the load, pickup or delivery date, the truck route assigned and current manifest.
There are weight totals on the bottom of screen.
This information can be sorted and filtered. You have the option to view short haul routes, long haul freight,
and shipments on a pre plan. The options are listed in the dropdown boxes.
To use a filter or sort, select your option then click the “Refresh” button.
To undo sorts and filters, click “Reset” button.
If the load number is RED, the pickup or delivery is late. If the load number is GREEN, the pickup or delivery is
on time.
You can click the “Load” button (left side of the number) to open the Scheduled Pickup Screen (freight entry
screen) Click the “Trip” button (right side of screen) to open the Trip Inquiry screen which will display all the
trips associated with the load in question. From this screen (LTL212.0), you can then click the “Trip” button to
open the manifest.
The freight stays on your board until you have transferred it to another trip or delivered it. There is an error
column which will inform you if pickup or delivery dates are missing.
27
Functions Available
28
Scheduled Manifest Inquiry (LTL215.I)
This screen will help manage the pre plan manifests currently created for your zone.
Field Instructions
Orig Zone Type in zone or press the F3 key for a listing.
Pre Plan Manifest Section
Pre Plan
Ship Date
Route Description
Max Wgt
System displays pre plan information automatically from the entry created.
Cur Wgt
Full
Tractor
Driver
View Opens the Pre Plan Manifest Entry screen (LTL214.I)
Manifest Once clicked, will transfer the pre plan information to a live manifest.
Functions Available
29
30
LTL Dispatch Menu
Chapter Contents
31
Chapter 4:1 LTL Dispatch Entry Menu
This chapter will focus on all things related to manifests and Local P/D trips. Manifests are created for over-
the-road drivers. The paperwork provided tells the driver the route the freight needs to take in order to reach
its destination
The menu options in this chapter are here: Dispatch > Entry > Manifest Entry - Beta.
32
Manifest Entry (LTL109.I)
After orders are booked, they need to be placed on a manifest for delivery. This is where we place the load
numbers; assign the driver, tractor, trailer and route code. This front screen will also keep track of the weight
and pieces currently on the manifest.
Field Instructions
‘N’ ew, enter Manifest Number or Tractor Number; F3 or Lookup for a listing based on
Trip/Trc
terminal.
Trip Type Select type from drop-down box. You will mostly work with LTL or P&D.
Pick a route that encompasses all the Orig/Dest zones for the shipments you will
Route
assign. All P/D trips will end in “- P&D”; example: HOU - P&D.
Enter tractor code. May also use F3 function key for a list assigned to your terminal.
Tractor
The Tractor Wgt is now displayed.
Enter Trailer code – if this is the first time tractor/trailer has been used together, you
must type in both Tractor and Trailer. If not, the system will populate this field for you
Trl
May also use F3 function key for a list assigned to your terminal. The Trailer Wgt is
now displayed.
Trailer Weight
Resources Assigned
The system automatically fills in this information if it is available.
Current Location
Contractor
Enter deadhead type. The deadhead type is the terminal where the deadhead is
DH Type
originating from. Use the F3 function key for a listing.
DH Origin Enter the Origin and Destination of deadhead miles. Format is City,State. Note there
DH Dest isn’t a space after the comma. The system will calculate the miles between Origin and
Miles Destination.
Once the tractor is entered into screen, this field should populate. If this is the first time
Driver 1 the driver has been dispatched with this tractor, you MUST type in the driver code.
Driver 2 You may also use F3 function key to search for driver. If the driver has scheduled Time
Off, the date will display here. The drivers Hazmat status will display here.
Est Loading Time Enter the estimated loading date and time.
Est Unloading Time Enter the estimated unloading date and time.
Dispatched Miles The system will calculate the miles based on loads assigned and DH information
DH entered.
33
Rolling Weight System keeps track of all weight coming off and going on to the trailer by route.
Currently on Truck System keeps track of weight, pieces and AS weight.
QCTrip Sends trip information to driver’s qc unit.
Logs Displays the current Hours of Service for the driver selected.
Functions Available
34
Driver Log Status (Logs Button)
This screen will inform you of the drivers current Hours of Service.
Field Instructions
Driver Type in a driver code. Driver name and the date/time information were last updated.
Time Started Shows date and time of last duty status.
Next Break The remaining hours before the driver is required to take a 30 minute rest break.
Displays the amount of time a driver has available to drive before he/she is out of
Available Driving
hours for their duty cycle.
On Duty Hours Displays the remaining on duty hours.
Displays the hours a driver has remaining in the current 7- or 8- day cycle.
The 7- day rule states that drivers cannot drive if they have been on duty for more than 60
Cumulative On Duty hours within 7 days.
The 8-day rule states that drivers cannot drive if they have been on duty for more than 70
hours within 8 days.
Time before off duty The number of hours before the driver must begin a mandatory 24 hour off duty
(CAN) period.
Shift Remaining
The duration of this driver’s shift.
(CAN)
Functions Available
35
LTL Load Activity (LTL180.I)
Here is where the loads are assigned to the manifest. From this screen, dispatchers route the freight from its
origin to its final destination through the use of the activity codes.
Field Instructions
Type in load number or if using the Auto-Inventory Selection feature, select load
Load Number number from the list. May also press the F3 function key for a listing of loads currently
at your terminal.
Loaded on Truck Section
Orig System displays the origin region from the Freight Booking screen.
Act Displays the activity associated with shipment.
Date
Displays the date and time activity took place.
Time
Location Displays the location that the activity happened.
Unloaded off Truck Section
Act Displays the Activity associated with shipment.
Date
Displays the date and time activity took place.
Time
Location Displays the location that the activity happened.
Dest System displays the dest region from the Freight Booking screen.
Weight
System displays the information from the Freight Booking screen. You may also
As Weight
update this information. It will at that point, update the booking screen.
Pcs
36
Functions Available
Add (LTL211.I)
You will add load numbers to the manifest using the “Add” button as well as update activity information.
Shipper and Consignee addresses, weight and number of pieces are also displayed here.
Field Instructions
Load Number Type in load number to be added.
Loading Activity
Select from drop down list the appropriate activity code.
37
Functions Available
38
LTL Appointment Inquiry (LTL198.OI)
This screen simply allows the user to view the shipping details of all the loads currently assigned to the
manifest that is pulled up. The information displayed here was entered from the Scheduled Pickup Entry
screen.
Field Instructions
Load No Lists the load numbers assigned to manifest.
View Opens the order entry screen.
Shipper Lists the shipper name assigned to load numbers.
Ship City,St Lists the location of the shipper.
Consignee Lists the name of the consignee.
Consignee City, St Lists the location of the consignee.
Pars No Lists the Pars Number, if applicable.
Broker Lists the broker code, if applicable.
Weight Lists the weight associated with shipment.
Pieces Lists the number of pieces associated with shipment.
Functions Available
39
LTL Manifest Dep/Arr (LTL184.I)
This screen keeps track of the Departs and Arrivals of the freight through the Qualcomm Geo-Fencing and/or
the scanning features through the Workflow Menu
Field Instructions
Location Lists the ‘DEP’ or the ‘ARR’ for each route leg assigned to the trip.
Displays the date of each event listed in location field. If tractor is Qualcomm enabled,
Date the geo-fencing feature automatically updates information when entering or leaving
Time facility. If tractor is not Qualcomm enabled or the Qualcomm unit is currently broken,
these fields can be updated manually.
Entered By Displays how the information entered the system.
This screen is used by our Payroll Department to check in the Over the Road trips as well as the terminals to
enter the Local P/D driver hours and odometer readings for the day. Only two buttons are needed to properly
close a Local P/D trip. This screen is accessed by pressing the “Pay” button from the manifest screen. Be
sure to click the Zero Load Pay, Zero Unload Pay and Zero Mileage boxes.
Functions Available
40
Checking in PD trips (LTL187.I)
This screen displays fuel purchased on this trip as well as allow you to enter the Beginning Odometer and
Ending Odometer for the Local P/D truck. State and miles are automatically calculated.
This information must be entered before you can close the trip which will allow the driver to be paid.
Functions Available
Drivers are required to send in their Beginning of Day and End of Day messages. To import this information,
click on the QC Hours button. If you agree with the hours, click the Accept QC button. If you need to make
adjustments, make them; but do not hit the Accept QC button.
Field Instructions
Pay Date System automatically populates based on the date of P/D trip.
Pay Type Select appropriate description of activity from drop down box.
Driver Select 1 for 1st driver on trip; select 2 for second driver on trip.
Start Time Enter Starting time.
End Time Enter ending time.
41
Functions Available
This sub-screen allows the dispatcher to type in comments that will print out on the manifest paperwork that is
printed out and given to the driver. Do not use special characters (!@#$%^&*) as this will warp the message
during printing. When finished with this screen, press the <enter> key to return back to main screen.
42
Pre Plan Entry (LTL214.I)
This screen allows you to plan your shipments.
Field Instructions
Enter existing pre plan number, use the F3 key or ‘LookUp’ button for a listing of pre
Pre Plan #
plan entries, or enter ‘N’ew for a new entry.
Ship Date Enter date of proposed shipment.
Description System generated once a route is chosen.
Tractor Enter tractor or leave blank.
Trailer Enter trailer or leave blank.
Driver1 Enter driver number or leave blank.
Driver 2 Enter second driver number or leave blank.
Max Weight Enter maximum weight for manifest.
Truck Full Default is ‘N’o. Change to ‘Y’ when this manifest can no longer be added to.
Load Information Section
Load No
Description
Dimensions
Orig System automatically fills in this information based on the entries from the Scheduled
Dest Pickup Entry screen.
Status
Location
Weight
View Opens the LTL Schedule Pickup entry screen (LTL0111.I)
Del Removes individual load from pre plan manifest record.
43
Functions Available
Add Load
44
Chapter 4:2 LTL Dispatch Inquiries Menu
The menu options in this chapter are found here: Dispatch > Inquiries
45
LTL Manifest Daily Inquiry (TK107.I)
This inquiry screen allows the user to view all manifests that had been shipped out of a particular region. This
screen will show you total weight, number of en route pickups or deliveries, number of shipments, stops, as
well as the driver information.
This inquiry screen will show you a rolling 365 days of trip activity by driver. This screen is useful in that it
shows total miles (Loaded and Empty), when it was assigned, deadhead origin and destination, as well as trip
origination and destination. To find a driver by name, press the F3 function key.
You can also view driver details (CD102.O), Trip or Manifest records and QC Tracking (QC109.O) from here.
This inquiry screen will show you 1 year of trip activity by tractor. This screen is useful in that is shows trips
current Qualcomm position, first load number assigned, out/del? Loaded and empty miles, assigned date,
deadhead origin and destination, as well as, trip origination and destination.
When you highlight a trip number and use the Current Trip button, the Manifest Entry screen will open. If you
wish to create a new trip with this tractor, press the ‘New Trip’ button. If you wish to send a Free Form
Qualcomm message to the tractor, press the QC button.
46
Chapter 4:3 LTL Dispatch Reports Menu
The LTL reporting menu offers a variety of reports to meet your daily reporting needs. These reports allow the
user to view the terminals to manage their inventory. To review your printing options, please refer to the
Printing within SB section of this manual.
The menu options in this chapter are found here: Dispatch > Reports
47
48
LTL Rating Menu
Chapter Contents
49
Chapter 5:1 LTL Rating Entry Menu
This chapter will focus on all things related rating your orders. The screen used for entry is determined by the
division you are assigned to and whether you have permissions to rate. See your supervisor if you have
trouble accessing this screen.
The menu options in this chapter are found here: Rating > Entry
50
LTL Rating Entry (LTL0100.I)
Here is where all rating of orders is accomplished. You may or may not have access to this screen. If you
require access, please notify supervisor.
Field Instructions
Enter load number or press F3 function key to search ‘waiting to rate list’ by terminal.
Load (V)in
The booking information will populate all the necessary fields.
Rate Entry Section
* Repeat until all charges are entered.
Select charge code from drop down box. First charge code is always ‘CWT’ for
Charge
hundred-weight or ‘FLAT’. If Canadian shipment, ‘GST’ will automatically enter.
Product Select product type from drop down box.
Rate Enter rate. If quote is used, this information populates automatically.
Enter calculation – Options are ‘F’lat, ‘P’ercentage and ‘C’wt, ‘M’ile, ‘H’ourly. Should
Calc
fill in automatically based on the charge code entered.
Wgt Enter Weight; should fill in automatically based on entry in Scheduled Pickup Entry..
As Wgt Enter AS Weight.
Miles Enter Miles; should fill in automatically based on Shipper/Consignee locations.
Hours Enter hours, if applicable.
Pcs Enter Pieces; should fill in automatically based on entry in Scheduled Pickup Entry.
Charges Calculated automatically based on above entries.
51
Functions Available
Comment Types
Types Desc Definition
A All Comment will print out on manifest and Freight Bill.
D Driver Comment will print out on manifest.
Com
B Billing Comment will print out on Freight Bill.
I Informational Only - will not print out.
If you want the customer to see the comments, use A or B. Be sure to check any
additional boxes the customer may require.
52
Chapter 5:2 LTL Rating Inquiries Menu
This chapter will focus on all things related rating your orders. Screen access is determined by your
supervisor.
The menu options in this chapter are found here: Rating > Inquiries
53
Rate Inquiry Truckload (LTL191.I)
This screen allows you to properly rate Truckload shipments.
Field Instructions
Miles Enter miles
Destination Select destination from drop down box.
Functions Available
Field Instructions
Contract Select customer from drop down box.
Should default to most current contract effective date. If another is needed, choose
Effective Date
from drop down box.
Truckload Select ‘Y’es if shipment is Truckload.
Ship From St Choose State from available contracted State Locations.
Ship City Choose City from available contracted City locations.
Ship to St Choose State from available contracted State Locations.
Dest City Choose City from available contracted City locations.
Weight Enter weight.
54
Functions Available
55
Chapter 5:3 LTL Rating Reports Menu
The LTL Rating Reports Menu offers a variety of reports to meet your daily reporting needs. These reports
allow the user to view the terminals to manage their inventory. To review your printing options, please refer to
the Printing within SB section of this manual.
The menu options in this chapter are found here: Rating > Reports
56
Additional Resources and Tools
This section will explain other menus not related to booking, dispatching or rating but are just as important in
order to maintain records and assist in your day to day management.
57
58
I - Customers
This section is going to only go over the few areas relating to Customers that will affect your ability to book and
dispatch trips.
59
Customer Entry
This section will briefly go over the customer screens that may affect your ability to book a shipment. Only a
few people have access to create customers. If you need a customer created, please notify the Accounts
Receivable Department or your immediate supervisor for instructions on how to submit the proper paperwork.
The menu options in this chapter are found here: Customers > Entry
60
Customer Directory (CUS107.I)
This screen is used to create a custom list of most used Shipper/Consignee codes. To remove individual
customer codes from the list, use Ctrl + Del. The directory built here can be used to quickly find most used
customer numbers when booking. The resulting list of codes will be sorted by name.
Field Instructions
Customer F3 to find a valid customer. Contact IT Department to create a new record, if needed.
Name Enter description of directory
City
Address
State
Contact optional
Telephone
Email
Fax No
Terminal Enter terminal code.
Remarks Enter any remarks.
Ship/Cons Use F3 to find customer or type in a customer code.
Functions Available
Below is a sample of how to use this feature in the Scheduled Pickup Entry screen. Type “HOU” in Customer No field,
type DIR in Customer field and press enter.
61
Customer Inquiries
Most of these screens will not be used by you. But, you may need to use the Directions Inquiry screen to send
updated directions to a driver when asked.
The menu options in this chapter are found here: Customer > Inquiries
62
LTL/UV Directions Inquiry (CUS110.I)
This screen allows a dispatcher to send out customer directions to a Qualcomm unit.
This menu option is available from the Customer > Inquiries screen.
Field Instructions
Customer F3 to find a valid customer or type in customer code.
Hours Update hours that the business is open for pickups and deliveries
Directions Update driving directions or driver instructions.
Functions Available
QC
63
Customer Reports
The Customer reporting menu offers a variety of reports to meet your daily reporting needs. These reports
allow the user to see their customer base.
To review your printing options, please refer to the Printing within SB section of this manual.
The menu options in this chapter are here: Customer > Reports > Freight Customers.
64
II - COS (Change of Status - Equipment & Drivers) Menu
This chapter will go describe how to submit Change of Status paperwork for both equipment and drivers.
The menu options in this chapter are found here: COS > Entry.
65
COS Entry Menu
In order to assist you in keeping track of our equipment and drivers so that you don’t have too much trouble
dispatching, we have developed an electronic version of the Change of Status procedures. This chapter will
go over how to fill out the forms and email them to people that need to know of the changes.
Listed below are the most commonly used change of status types. The Equip or Driver column will help you
choose the correct screen to use.
66
DCS - Entry (COS100.I)
This screen is used solely for updating an individual driver’s information when the changed information does
not affect another driver.
For example, you would use this screen when terminating a driver, updating his mailing address or moving
him/her to a different driving position.
Field Instructions
Type ‘N’ for new. You will be given the next available number. Use the “Lookup” button to
Tracking No
find a previously entered COS.
Entered by System will automatically populate the user details of the person creating the request.
Initial status is ‘Requested’. Once the auto update procedure is in place, the status will
Status
change from ‘Requested’ to ‘Approved’ or ‘Declined’.
Effective Date The date will default to the current date. Change this date, if necessary.
COS Type Choose the appropriate type from the dropdown list.
Driver (Current) Section
Driver Enter driver code or use the F3 key to search for driver by name.
Once the driver number is found, the left side of the screen will display all the current
information. You cannot change any of the information on this side of screen
Driver (Requested) Section
* Only type changes in the areas where information is to be updated. For example: if a cell number has changed, only
update the Cell field.
67
Home Term Choose available terminals from dropdown box.
Status Choose available status codes from dropdown box.
Driver Class Choose available class codes from dropdown box.
Card No If assigning a new fuel card to driver, enter new fuel card number.
Single or Solo Driver only: Enter new tractor. Use the F3 function key to search for
Tractor
available equipment.
TRC Hook Loc Enter location of where tractor is currently.
Single of Solo Driver only: Enter new trailer. Use the F3 function key to search for
Trailer
available equipment.
TRL Hook Loc Enter location of where trailer is currently.
Footer Section
Select ‘ON’ or ‘OFF’. If ‘ON’, remember to mark card number in the Card No field if
Fuel Card
assigning a new card. If selection is ‘OFF’ do nothing but change this field to ‘OFF’.
Rehire Can only be used if cos type is Driver Terminated. Choices are ‘Y’es, ‘N’o or ‘R’eview.
Enter a return to service date when a driver is on vacation. In the future, an email will go
Return to Service out automatically the day before this date to inform the Fuel Desk to turn fuel cards back
on.
Emailed Will display who and when form was emailed to the appropriate parties.
Part of soon to be available approval process. Will display who and when form was
Submitted
approved.
Functions Available
68
ECS - Entry (COS101.I)
This screen is for updating team drivers and making equipment only changes.
Field Instructions
Type ‘N’ for new. You will be given the next available number. Use the “Lookup” button to
Tracking No
find a previously entered COS.
Entered by System will automatically populate the user details of the person creating the request.
Initial status is ‘Requested’. Once the auto update procedure is in place, the status will
Status
change from ‘Requested’ to ‘Approved’ or ‘Declined’.
Effective Date The date will default to the current date. Change this date, if necessary.
COS Type Choose the appropriate type from the dropdown list.
Driver Section
* Repeat for each driver affected by change. For two man teams, two drivers should be listed. For three man teams, three
drivers are to be listed. To remove a driver from the list, click on the “Del” button located on right side of driver line.
Driver(s) Enter driver code or use the F3 key to search for driver by name.
Fuel Card Enter ‘ON’ or ‘OFF’.
Current Status System will automatically display driver’s current status. You cannot change this.
Requested Status Choose available status codes
Return to Service If applicable, enter a date.
Transfer Equipment Section
Current Requested Change
Tractor Lists current tractor. Enter new tractor.
Trc Status Lists current status. Select status from dropdown box.
Trc Drop/Hook Lists current location. Select location from dropdown box.
Trailer Lists current hooked to trailer. Enter new trailer or enter current trailer.
Trl Status Lists current trailer status. Select status from dropdown box.
Trl Drop/Hook Lists current trailer location. Select location from dropdown box.
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Equipment Only
* This section is used only when changing location or status of equipment that is NOT assigned to a driver. To remove an
equipment line, press the “Del” button located to the right of line.
Emailed Will display who and when form was emailed to the appropriate parties.
Part of soon to be available approval process. Will display who and when form was
Submitted
approved.
Functions Available
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COS Inquiries Menu
The menu options in this chapter are found here: COS > Inquiries.
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DCS Inquiry (COS104.I)
After entering a valid driver code, the screen will populate with all the DCS requests/changes made. You have
the option of displaying (“View” button) the actual record.
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COS Reporting Menu
The COS reporting menu offers two reports to list DCS or ECS requests by date.
To review your printing options, please refer to the Printing within SB section of this manual.
The menu options in this chapter are found here: COS > Reporting.
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III - Drivers
This menu has many choices available but you should only ever need to use the Driver Inquiry screen. We will
go over the information available to you.
The menu options in this chapter are found here: Drivers > Inquiries
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Driver Inquiry (CD104.IO)
This screen displays driver details as well as allows you quick 1 button access to other driver related screens.
This screen is currently going through some upgrades, so options may change. The screens and options
described in this section are due to change.
Field Instructions
Driver Type in driver code or use Lookup button to search for driver by name.
All fields in this screen are read only. You may use the control buttons listed below.
Functions Available
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Driver Timeoff Entry (TK122.I)
This screen helps keep track of a driver’s time off requests.
Field Instructions
Requested Enter beginning date.
Thru Enter ending date.
Location Type appropriate location (example: terminal name)
Actual Enter actual beginning date
Thru Enter actual ending date
Functions Available
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Claims By Driver Inquiry (CS113.I)
This screen displays all damage claims made against driver. You have the option of viewing claim detail from
this screen.
Field Instructions
Driver Auto entered from Driver Inquiry screen.
Functions Available
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Driver Exception Entry (CD107.I)
Accessed from the previously mentioned New Exception button.
Field Instructions
Exception Type ‘N’ for new. You will be given a new exception number.
Type Choose exception type from dropdown box.
Date Enter date of exception.
Time Enter time of exception.
Drv Fault Enter ‘Y’es or ‘N’o.
Exception
Enter all pertaining information regarding exception.
Comment
Action Taken Enter all pertaining information regarding correction action.
Functions Available
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IV - MGR Menu
We are slowly adding features to this menu so Managers have a quick and easy way to monitor their terminal
equipment and dispatches.
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Excessive Idle Inquiry (DA102.I)
The purpose of this screen is to identify drivers that are idling for a large period of time. We received
positioning data from our Qualcomm units as well as when the ignition is in the off or on position.
Everything is calculated in a 24 hour period. We have tools available that allow you to make a determination
on whether or not the idle time is acceptable or if a manager needs to be contacted.
Field Instructions
Default filter is set to “ALL”. Select a filter and then hit the ‘Refresh’ button. To reset your filter, use the
Filter
‘Reset’ button.
Equipment/Driver Information
The tractor/driver, current location, current trip assignment is displayed. This also shows you if the tractor is moving, if
there was an error in the GPS record received and the number of miles driven in 24 hour period as well as the idle time
within a 24 hour period.
Opens the Qualcomm Position History screen (QC0109.O). Use this screen to scroll through the GPS
QC positions we have received. This is a useful tool to determine if their Qualcomm unit needs to be
serviced (the ignition is always in ON position).
EML Sends an email to a list of recipients based on whether the tractor is assigned to Car Haul or LTL.
Opens the Driver Inquiry screen (CD104.O) to help you determine if driver is idling outside their
DRV
residence.
Functions Available
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V - Miles
This chapter will go over the Milemaker System. We use a 3rd party software to calculate miles between origin
and destination locations. At Waggoners, miles are figured using Household Good Miles or HHG. All the entry
screens are the same; the answer screens will be different. Only the calculated inquiry result will be shown in
the following pages.
The menu options in this chapter are found here: Miles > Entry.
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HHG Mileage Inquiry (RM0101.1I)
This screen will calculate the total miles between points entered.
Field Instructions
Enter the city/state locations. To help locate a city and state combination in the
Points
database, use the city/state tips found in the Tips to Remember section.
Default is ‘N’o. Changes to ‘Y’es if desired. (Should reorganize points in the direction
of cities (Example: North to South) Currently, the optimized feature does not work for
Optimize
Canadian states. You will need to enter the points in the correct driving direction.
(Example: Edmonton,AB; Billings,MT; Casper,WY)
Functions Available
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HHG Single Origin (RM101.2I)
This screen will not total miles from point to point. Below is the result of inquiry.
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HHG Route – States (RM0101.5I)
This screen is a combination of the Audit Route and state breakdown.
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Practical State Breakdown (RM0101.7I)
This screen provides the practical state breakdown.
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VI - Miscellaneous Screens/Prompts
Some screens have prompts or additional sub-screens that are not covered in detail. Those types of prompts
or screens will be captured here.
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Searching for Drivers
To access this search function use the “Lookup” button or F3 function key when your cursor is in a driver field.
Below is the search prompt and the results of a search for “SMITH”.
Field Instructions
Name1 Type in name of customer.
Address1 Type in address of customer.
City Type in city of customer
State Type in state abbreviation of customer.
Dealer Type in dealer code associated with customer.
Functions Available
A directory listing will pop up with all customers that may match the information you requested. Verify the one
you are looking for is in that box and click on it, you can either click accept or double click the address to
continue.
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Searching for Bill to Customers (LTL0111.I)
When using the ‘B’ option in the PPD/COL field of the Schedule Pickup Entry screen, you are prompted to
enter the correct Bill to for freight charges. If this information is not handy, you have the option of hitting the F3
key and using the below search function to locate the correct code.
Being as frugile as you can, type in the Name of the customer (example: SIGMA) and click on ‘Accept’. A
directory listing will pop up with all the customers that match the information you requested. Find the customer
you are looking for and double click.
If the customer does not have a bill to account, this shipment will have to move to COD. The customer can
then request we set up a bill to account for them. Refer to your supervisor or the Accounts Receivable
Department.
First you need to remove the load from the trip. To do this, locate the trip that the load is currently on by using
either the LTL Schedule Pickup Entry screen then pressing the “Events” button (look for LOCALP) or by using
the Pickup/Delivery Entry screen (look for P/D Trip # on the top half). Make note of trip number.
Then, using the Manifest Entry - Beta screen; type in the trip number. From here, click on “Activity” button,
locate the load number and click the ‘Del’ button to the right of the load. Save trip.
Now, go back to the LTL Schedule Pickup Entry screen and click the “Cancel” button.
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Using a Temporary Customer (LTL0111.I)
If, after using the customer search engine, you cannot find the customer whether it be the shipper or consignee
in our directory, you can enter it in temporarily without using our customer code.
In the customer field type ‘N’ and press enter. The following dialog box will appear. Once all the information is
entered, you will need to add the City and State (example: Houston,TX - note: no spaces) and the ZIP code.
Field Instructions
Name Type in name of customer.
Address1 Type in address of customer.
Pickup Contact Type in name of contact
Phone Type in contacts phone number
Remarks Type in any remarks or concerns.
Functions Available
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Load Tracking
Beginning in 2017, we launched our Load Tracking feature through our www.waggonerstrucking.com website.
While you can access this same information via the “Events” screens, our customers couldn’t.
They now have their own area to view the status of their shipments. For each customer that we send an
electronic BOL email to will contain an attachment of their BOL paperwork and a link that will take them directly
to their shipments event status. If you need to direct a customer to this page, tell them to browse to
www.waggonerstrucking.com, mouse over “Our Services” and click on Load Tracking. From here, they can
type in their tracking number (our load number) and press enter.
For those terminals that are able, a scanned image of their signed and completed BOL will also be found here.
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VII - Qualcomm Messages
Many of our booking and dispatch functions now allow us to communicate directly with the drivers. This is
possible through the Qualcomm units installed in each of our company driver tractors. This chapter will go
over the messages sent to the tractors so the drivers can communicate with us thus providing us correct and
accurate data.
The menu options in this chapter are found here: QC > Entry unless noted otherwise.
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Macro #5 & #11 (LTL Local Pickup)
This macro is available from the “Dates” button found from the LTL Scheduled Pickup Entry screen, the
“Activity” button from the Manifest Entry screens (QC) and the Pickup/Delivery Entry screen found under the
Freight > Entry menu option.
After dispatching your load, you have the option of sending the load information to the driver/tractor assigned.
Below is a screen shot of the information sent. The driver then replies to your message with the actual date
and time that the shipment was picked up. This information is then fed into the system and all appropriate
fields are updated.
After dispatching your load, you have the option of sending the load information to the driver/tractor assigned.
Below is a screen shot of the information sent. The driver then replies to your message with the actual date
and time that the shipment was delivered. This information is then fed into the system and all appropriate
fields are updated.
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Qualcomm Position History (QC109.O)
This screen shows the position history as tracked by the Qualcomm unit installed on the tractor. It was
explained in the Chapter 8 Drivers section.
The alternative location for this option is found from menu QC > Inquiries.
This screen allows a free form message to be sent to the tractor you are viewing. Type in the message and hit
Send Msg to send. Use the Cancel button to not send.
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Appendices
These codes can be added and removed without notice. Please use the dropdown box, the F3 function key or “Lookup”
button for the most current charge codes available.
Comment Types
Code Description Code Description
A All – print on all paperwork D Driver – print on manifest only
B Billing – print of Freight Bills only I Information Only
Deadhead Types
Code Description Code Description
100 LTL Deadhead 167 Ladson, SC
105 Columbus, GA 171 Broussard, LA
108 Truckload Deadhead 173 Fairmont, WV
115 Oklahoma City, OK 192 Longview, TX
121 Williston, ND 194 Irving, TX
122 Leduc, AB 196 Houston, TX
123 Sweetgrass, MT 198 Corpus Christi, TX
128 Calgary, AB 215 Heavy Haul Deadhead
131 Rancho Dominguez, CA E Drive Away Empty
156 Casper, WY L Drive Away Loaded
166 Tulsa, OK
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Division Codes
Code Description Code Description
00 Corporate 04 Shop
01 LTL 05 Car Haul
02 Heavy Haul 07 Flatbed
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Code Description Code Description Code Description
17 Compound, Crude Trtg 38 Soap & Sundries
18 Towaway 39 Stone/Sand Products
19 1.3 Explosive 40 Transportation Equipment
21 Iron/Steel Products 41 Unprocessed Grain/Seed
Terminal Codes
Code Terminal Code Terminal
100 Billings 156 Casper, WY
105 Columbus 165 Tulsa, OK
115 Oklahoma City 166 Odessa, TX
121 Williston, ND 167 Ladson, SC
122 Leduc, AB 171 Broussard, LA
123 Sweetgrass, MT 173 Mount Clare, WV
128 Calgary, AB 177 Commerce City, CO (Denver)
131 Rancho Dominguez, CA 194 Irving, TX
136 Duncan, SC (Greer) 196 Houston, TX
Trailer Types
Type Description Type Description
114 Trailer (LTL P/D) 220 Trailer (Drive Away)
200 Trailer (Flatbed) 222 O/O Trailer (Car Haul)
201 Trailer Lease (LTL) 223 Trailer (Lease)
202 O/O Trailer (LTL) 224 Trailer (Lease) Enclosed
203 O/O Trailer (Enclosed) 299 Trailer (Wind)
204 Trailer (Broker) 450 Trailer (Enclosed)
205 O/O Trailer (Open) 500 Trailer
209 Trailer (Truckload)
Trip Types
Code Description Code Description
CAR Car Haul Moves TRK Truck Load
LTL LTL Moves RIG Rig Moves
FLT Flat Bed HVY Heavy Haul
WND Wind DAW Drive Away
SND Sand P&D Local P/D
HST Hot Shot
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Turndown Freight Reason Codes
Code Description Code Description
APPT Appointment Time RATE Low Rate
CITY City not serviced DRIVER Driver not available
TRUCK Truck not available
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