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How to update Haulage Type, Service Contract Number, and Shipping line SCAC

Summary

With update capability, shipping line users may update haulage type with service contract information on rental trips directly within the ChassisManager portal.  Updates of like value may be made to multiple trips, up to 200 at a time.

This functionality is available for shipping line and equipment provider users only.

The following article describes the new update capability from TRIP viewer and discusses the following topics:

I.     Updating the Haulage Type on the selected trips
II.    Updating the Service Contract number on the selected trips

III.   Updating the shipping line SCAC on the selected trips (equipment provider user only)

IV.   Adding comments to trips or rentals

 

Introduction

From the manage trips or trip view, a user with associated permissions logged into Chassis Manager may select trips on pre-invoice and open rentals which need to be updated. A user may select up to 200 trips at one time.

I. Updating Haulage Type

After selecting the desired trip records in the trip view screen, the user will click the “Update Billing Data” icon on the toolbar (Figure 1.1).

 1.1.png

                                                                                                                                                                                                                                                                          Figure 1.1

The Update Billing Data window (Figure 1.2) will now be available for the user to request the desired changes.

 

1.2.png

                                                                                                                                                                                                                                                                          Figure 1.2

To change the haulage type, click the drop down menu associated with “Update Haulage Type” dialogue box and make your selection from the MH, CH or MT options.

Comments may also be entered against the selected records in the “Comments” section at the bottom of the window in Figure 1.2.  Please note that the comments entered will apply to all records selected for the change.  Once complete, click “Apply to All” to have the desired changes applied to each record.  The new haulage type is now displayed in blue (Figure 1.3).

 

1.3.png

                                                                                                                                                                                                                                                                          Figure 1.3

By clicking “Continue” the request will submitted and a dialogue box will appear (Figure 1.4) to confirm the request.

 1.4.png

                                                                                                                                                                                                                                                                          Figure 1.4

      II. Updating Service Contract

The service contract number can be updated for selected trips by clicking “Update Service Contract Number” (Figure 1.5). Enter the new value in the “Update Service Contract Number” input box and by clicking “Apply to All” the selected rentals will update with the new service contract number in blue as previously shown above (Figure 1.3 above – update in haulage type). Selecting “Continue” will then confirm the new values with a dialogue box warning to proceed (Figure 1.4 above).

 1.5.png

                                                                                                                                                                                                                                                                          Figure 1.5

     III. Updating Shipping Party SCAC

The shipping party SCAC can be updated for selected trips by clicking “Update Shipping Party SCAC” (Figure 1.6). A new value can then be given to the “Update Shipping Party SCAC” input box and by clicking “Apply to All” the selected rentals will update with the new shipping line SCAC in blue as shown above (Figure 1.3 – change in haulage type). Selecting “Continue” will then confirm the new values with a dialogue box warning to proceed (Figure 1.4 above).

 1.6.png

                                                                                                                                                                                                                                                                          Figure 1.6

 

The original haulage type, service contract and/or shipping party SCAC may be viewed after completing any of these adjustments. A drop down is presented from right clicking on the column label panel, selecting  “Columns” will pull the available information for a rental to be displayed (Figure 1.7). The check mark next to “Original Haulage Type”, “Original Service Contract Number” and “Original Shipping SCAC” confirms these values will be displayed. Figure 1.8 displays a rental where the haulage type has been changed from CH to MH with the original values for Haulage Type, Service Contract, and Shipping SCAC displayed.

 

*Note once a trip has been adjusted, the trip will then be in “Returned” status and in the pre-invoice process. As a result on the trip will not be viewable until the next day after the nightly data processing occurs.

1.7.png

                                                                                                                                                                                                                                                                          Figure 1.7

 1.8.png

                                                                                                                                                                                                                                                                          Figure 1.8

     IV. Applying Comments to Rentals or Trips

A comment can be applied to one or more rentals or trips within the Trip View or Rental view screens. After selecting the appropriate Rentals or Trips from the grid, click the “add a comment” icon in the lower left icon tool bar (Figure 1.9). This will present a dialogue box to the user that allows for the input of comments and/or the capability to upload a document.

Please note that if you have selected multiple rentals or trips, the comment and/or attachment you input will apply to all records selected. Users can also choose to make comments private which means only users associated with your organization can see the comments.  Once the comment is input in the text box and then saved it will appear in the comment section for the rental (Figure 2.0). 

Comments entered at the trip level will also be visible at the rental level.  However, comments entered into the system at the rental level will not be visible if you are viewing a specific trip on that rental in the trip viewer.

 1.9.png

                                                                                                                                                                                                                                                                          Figure 1.9

 

 2.0.png

                                                                                                                                                                                                                                                                          Figure 2.0

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