Traffic Management - Monthly
To open the Traffic Management - Monthly tab, click the Monthly tab on the Traffic Management - Listing tab.
Use the Traffic Management - Monthly tab to perform these actions:
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View, edit and add equipment, service, or rental traffic tickets
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View confirmed movements. Confirmed movements are any traffic movements with a status of Pending and a specified shipping date.
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Add traffic memos
The search fields on the Traffic Management - Monthly tab
Field | Description |
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Include | Select the tickets to display. |
Display | Select a check box to add the selected field to each calendar entry. |
Select Department | Select a department or leave blank to include all. |
Select Location | Display only traffic tickets coming from or going to the selected location. Click the Search icon ![]() |
Select Salesperson | Displays only traffic tickets associated with the selected salesperson or leave blank to include all. |
Select County | Displays only traffic tickets that match the specified county or leave blank to include all. |
Select Trucker | Displays only traffic tickets that match the specified vendor/trucker or leave blank to include all. |
Include History | If the checkbox is selected, display historical traffic movements on the calendar. |
Move the cursor over the Bookmark and select either Save Defaults or Reset Defaults from the drop down list to save or reset the search defaults.
Note: Traffic movements in the Confirmed Movements section are listed in order of the Date, Urgency and Time on the associated tickets. Moving tickets within the same date has no effect on the time stamp of the ticket.
The fields and icons on the Confirmed Movements section on the Traffic Ticket - Monthly tab are:
Field | Description |
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Urgency |
All traffic movements are color coded according to their urgency. Yellow for Low, Orange for Medium, Red for High. A gray bar indicates that no urgency has been assigned. |
Next/ Previous | Click the Next and Previous arrows to navigate through the calendar month by month. |
Date |
The day of the week. Days which have already passed are grayed out when displayed on the calendar. |
Movement Items |
The Display check boxes (City, Time, Type, Salesperson, Unit Description, Customer Name, Stock Number, Make/Model, and Group) will control what information is shown for each traffic movement displayed on the calendar. |
Memo Items |
Memo items will contain and display important notes for a specific day on your calendar. Note: Memo items may not be moved within the calendar using drag and drop functionality. |
To reschedule an existing traffic movement, click on the movement item's header bar and drag the movement item to a new day on the calendar display. The Drag/Drop icon indicates that the drag and drop feature is implemented on this screen.
Note: Traffic movement items may be moved to the next month provided that month is visible in the current view of the calendar.
Click the Receipt Number link of any movement entry to access the Receipt Details for that movement.
Click the Printer icon to generate a Traffic Manifest Report (DRRPT01) for the selected trucker/ receipts.
Note: The Printer icon will only appear for Pending and Held receipts that are either outbound from the selected location or inbound to the selected location. You must also filter the traffic tickets for a specific Trucker in order the Printer icon to appear.
Click the Add icon on any of the days displayed in the calendar or the Need to create a traffic ticket? Click here to add link at the bottom of the screen to create a traffic ticket.
Click the Add Memo link to begin adding a traffic movement memo to the calendar.
Click the Mass Change/ Print link to change multiple traffic tickets and print the associated delivery receipts on the Mass Change/ Print screen.
Click the Receipts Completed This Month link to open the Run Parameters screen and generate the Deliveries Completed This Month report (CMPREP).