Proof of Delivery Export
Proof of Delivery Export
In TransVirtual there is the ability to setup Proof of Delivery EDI (Electronic Data Interchange) Export Rules that can send out Proof of Delivery (POD) information to a location, via FTP, Email, etc.
1. This article will detail how to setup a common example; sending POD images and signatures via email to a consignment customer when their delivery has been completed.
1. This article will detail how to setup a common example; sending POD images and signatures via email to a consignment customer when their delivery has been completed.
2. To see the page, go to Import/Export > Export > Proof of Delivery.
How to Create/Add a New Rule
1. To create a new rule, go to the Export PODs page, where you will see a similar screen as shown below.
2. On Export PODs page, click on the New Rule button as shown above, a pop up of Create a new export rule will display as shown below.
3. Now manually enter the Rule Name where you input what you want this rule to be called.
4. Now select the Export Framework with the help of Drop and Down button and then click on the Create button as shown above.
5. Once rule is created then it will display on Export Rules tab and highlighted in orange color as shown below.
4. Now select the Export Framework with the help of Drop and Down button and then click on the Create button as shown above.
5. Once rule is created then it will display on Export Rules tab and highlighted in orange color as shown below.
The Orange color shows that this rule is not yet active.
6. Now, click on the new rule and the settings for this rule will appear on the right-hand side of the page as shown above.
7. Here you can add/update the detail of the rules as applicable.
Data Filter
1. To see the data filter tab, at the bottom of the page there is a Data Filter section. The Data Filter is the driving force behind when the rule will and won't apply to a consignment.
2. The data filter tab work in similar way as described in Runsheet Article.
To Update/Edit the Rule
1. Now, click on newly added rule, and you will see the rule details on the right side as shown below.
2. You can update the details as follows:
a. Rule Name: Name given to rule. Can be changed at any point but should be reflective of what the rule will be used for/does. This example will leave rule name as was set on initial creation.
b. Trigger Period: How often the import will look to import new files. In this example it will be set to the default Every 2 mins value.
c. Limit Exports: This section can be used to specify whether this EDI rule should be triggered more than once for the same event. If needed, you can limit the number of times the same export will occur. In this example we are going to select it as Not Required.
d. Export Framework: is used to specify how the information will be exported from TransVirtual. In this example we are selecting it Email, here you can update the import framework setting by clicking on setting button, edit email setting popup will display.
You have the ability to customize the FTP, E-mail, Webservice, Printer, Account Package and SMS using the Settings button.
d. Export File Type: Select the export file type with the help of drop and down button. In this example we are using it None.
If you are selecting the Export file type Advanced Format then go setting and enable signature image by using the Toggle in Yes position, and then click on Update button at the bottom of the page to save the settings.
1. If you want to update the settings of Export Framework and Export File type, then click here and refer Export Framework Setting and Export File type setting section.
2. In this example, we are only wanting to send the images and signatures for the relevant consignment PODs. So, when the email sent, it will now only contain the images and signatures as attachments.
e. Enable Export: To enable this new rule, click on Toggle in Yes position, and then click on Update button to save the rules.
f. Once you completed the above steps, the color of the rule will be in White which means that this rule is enabled.
The Rule ID Errors is not a mandatory field so in this example we keep it blank.
Delete the Rule
1. If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.
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