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The normal flow of activity in the Trucking Module consists of creating dispatch entries for each freight bill order, printing and posting the freight and citrus invoices, entering cash receipts against the invoices, and printing the various payroll reports.
| 1. | Entering a freight bill order - A dispatch log entry is made to record an order. There are separate order types for roofing, freight and local freight. |
| 2. | Creating customer invoices - Freight billings are generated based on the entries in the dispatch log. Dispatch entries are removed from the dispatch log during the freight bill posting process. Citrus billings are created based on individual loads entered on the Citrus Billing Screen. The Batch Utilities option can be used to set aside and recall both freight and citrus billing batches. |
| 3. | Enter cash receipts - Once invoices have been posted through the system, customer payments may be applied to the invoices through the Cash Receipts option. |
| 4. | Printing sub hauler statements - After accounts payable checks have been printed for the sub haulers, print the sub hauler statements as a remittance statement. This report recaps the load settlement charges for a sub hauler. |
| 5. | Printing trucking reports - There are currently seven report options available in the Trucking Module. This option includes the Sub Hauler Quarterly Report which is need by the sub haulers to file their PUC returns. |
| 6. | Trucking file maintenance - The Trucking Module is designed to store the detail of the dispatch and billing transactions within the various files of the Trucking Module. This information is posted in summary to the Ledger and, therefore, various detail reports can be printed in the Trucking Module to validate the totals in the general ledger. Be sure to perform the various file maintenance options before beginning any reconciliation. |
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