How To: Creating the File for Dispatch Track (02-08-12-05)
Overview
The following steps describe how to create the file that will be emailed to Dispatch Track.
Step-by-Step
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- From the ‘Warehouse or Service Branch’ drop-down menu, select the warehouse/service branch for which the orders will be uploaded. Select ‘All’ and orders from all warehouses/branches are included in the file.
- From the ‘Starting Delivery Date’ and ‘Ending Delivery Date’ fields, select the date range for the orders being sent to Dispatch Track.
- Check ‘Send CPU orders’ to include items that are being picked up by the customer.
- If you want to include Order Processing deliveries in the file, click the ‘Deliveries’ box.
- Click the Service Calls box if you want to include ‘Home Service (HS)’ and ‘Pickup and Delivery for Shop Service (SS)’ work orders in the Dispatch Track file.
- Work Orders with a status of 45, 50, 55, 60, 90 or 99 will not be included in the file. For more information on work order statuses, please see the Service documentation.
- If you want to include both deliveries and service calls in the upload file, select ‘Both.’
- Click ‘OK.’ The file is downloaded to the ‘C:\tyler\’ folder on your computer.