TripDocumentation < Cargooffice

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---++!! Trip Documentation

Trips can be created *automatically* or *manually*. A trip is created automatically when a *job* (a shipment) is assigned to a *node* (a driver). This is commonly used for full load orders.<br />
For distribution or groupage orders trips are created manually by combining several shipments into a trip and then assign the trip to a a driver.

*Index*

%TOC%

---+++ Automatic creation of Trips

A trip is created automatically when a *job* (a shipment) is assigned to a *node* (a driver). This is commonly used for full load orders. Have a look at: [[DispatchAssign][How to assign jobs]]

Once assigned, you can see the trips that are created in the *trips list*. The easiest way to show the trips list is by clicking the *switch screen* button. This switches the left side of the screen from *planning* to *trips* and vice versa:

| <img alt="" border="0" src="%ATTACHURLPATH%/trip10.png" width="500" /> |
Additional functions:
   * If a job is assigned to a driver and the driver already has a trip starting at the *same date*, then the job is added to that *already existing* trip.
   * A job can also be assigned to an *already existing* trip by clicking the *switch screen* button (to show the trips) and then select a *job* and a *trip* and clicking one of the *assign* buttons.

---+++ Manual creation of Trips

1. Go to the dispatch system (Backoffice -&gt; Dispatch)

2. Select one or more jobs-to-do on the right side of the dispatch screen and click the [assign] button, also in the right pane of the dispatch screen (do not use the [assign] button in the left pane).

| <img alt="" border="0" src="%ATTACHURLPATH%/trips01.gif" width="500" /> |
  <br /><br />

3. The trip form shows the assigned shipments, see the example below.<br />
Each shipment is showing twice, one time for the pick-up and one time for the delivery.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips02.gif" /> |
  <br /><br />

4. It is possible to change the sequence of the assigned shipments by modifying the number of the trip (in the first text box).<br /><b>Note:</b> By default the sequence of the job list is defined by date followed by sequence number.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips07.gif" /> |
  <br /><br />

5. It is also possible to assign just a pick-up or just a delivery.<br />
    In that case use either the [assign pick-up] or [assign delivery] button in stead of the [assign] button.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips03.gif" /> |
  <br /><br />

6. The assigned shipments are combined into a trip; instead of the shipment numbers you now see one trip number, beginning with a '9' digit, also called a 'tripShipment'.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips06.gif" /> |
  <br /><br />

7.You are always able to change the trip back into it's original shipments.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips08.gif" width="400" /> |
  <br /><br />

8. Finally, assign the trip to a node (driver or charter) by selecting the trip and a node and clicking the [assign] button in the left pane of the dispatch screen.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips04.gif" width="500" /> |
  <br /><br />

9. The left pane will show a triangle for each shipment, see the DispatchDocumentation for details.

| <img alt="" border="0" src="%ATTACHURLPATH%/trips05.gif" width="500" /> |
<br /><br />
---+++ Sending trips to drivers or subcontractors

When a job or a trip is assigned to a driver or a subcontractor its status changes into "assigned".<br />
You can add an action to a trip or a job to send (for instance) the joblist to a subcontractor.<br />
More information on shipment (job) statusses [[Cargooffice/ShipmentStatus][here]] and [[Cargooffice/StatusActionsUrl][here]].<br />
And for trip statusses [[Cargooffice/TripStatuses][here]].

---+++ Remove jobs from a trip

If a trip is assigned to a driver or a subcontractor, you can best remove the trip from the planning (showing it in the right pane again), click on the trip number and remove the pickup part (and/or the delivery part) by making the sequence number blank.

As you then assign the trip to the driver or a subcontractor again, the status is again changed into 'assigned' triggering any actions added to that status again.

You can also remove a job by using the *Trip list* (Backoffice -&gt; Dispatch -&gt; Trips).<br />
Click on the trip number and you see a form like this:

| <img alt="" border="0" src="%ATTACHURLPATH%/trips09.gif" /> |
Remove the job by clicking the blue 'remove' button.<br />
If you have any actions attached to status 'assigned' you have to remove/assign it again to change the status into 'assigned' again to trigger the actions attached to status 'assigned' again.

---+++ Change the sequence of jobs in a trip

As you can see in the form above you can also change the sequence of events in a trip by using the blue 'move-up' or 'move-down' buttons.

<br /><br />
-- Main.RutgerRutgers - 16 Oct 2008

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	trip10.png	r1	manage	52.3 K	2013-04-25 - 13:15	RutgerRutgers	switch screen
gif	tripDoc.gif	r1	manage	21.0 K	2008-05-26 - 11:28	RutgerRutgers	Trip Documentation
gif	trips01.gif	r2 r1	manage	23.5 K	2008-10-14 - 10:57	RutgerRutgers	Assign shipments to create trips
gif	trips02.gif	r1	manage	27.6 K	2008-10-14 - 11:10	RutgerRutgers	Trip created overview
gif	trips03.gif	r1	manage	8.5 K	2008-10-14 - 11:25	RutgerRutgers	pickup and delivery buttons
gif	trips04.gif	r1	manage	32.2 K	2008-10-14 - 11:34	RutgerRutgers	Assign the trip to a node
gif	trips05.gif	r1	manage	34.3 K	2008-10-14 - 11:57	RutgerRutgers	triangle for each shipment
gif	trips06.gif	r1	manage	16.0 K	2008-10-14 - 12:15	RutgerRutgers	assigned shipments combined into trip
gif	trips07.gif	r2 r1	manage	12.9 K	2008-10-14 - 12:35	RutgerRutgers	Change sequence of assigned shipments
gif	trips08.gif	r1	manage	62.9 K	2008-10-14 - 14:08	RutgerRutgers	Change the trip back into original shipments
gif	trips09.gif	r1	manage	11.0 K	2016-01-08 - 16:46	UnknownUser

Topic revision: r16 - 2020-02-18 - HenkRoelofs