Runsheets Export

Runsheets Export

Runsheets Export

In TransVirtual there is the ability to create Runsheet EDI (Electronic Data Interchange) Export Rules that can send Runsheet data to a location via FTP, Email etc.

1. This article will detail how to setup a common example; automatically printing a Runsheet for a driver.
2. To see the runsheet export page, go to Import/Export > Export > Runsheets. 

This process requires that you have downloaded and installed the TransVirtual Printer app and shared your depot (or other relevant) printer with TransVirtual.
                                                      

How to Create/Add a New Rule

1. To create a new rule, go to the Runsheets page, where you will see a similar screen as shown below.

                                                      
2. On Runsheets 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.

                        


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 below.
                                          

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. To modify the data filter, you will need to use the drop-down logic selector at the bottom of the page.

                                                                        

3. To set a data filter, first select the field with the help of drop and down button.
4. Now click on the Next button, the logic section will open, select the logic with the help of drop and down button and then click on the Next button, the select value tab will open.
6. Now select the value to compare the rule with the help of drop and down button and then click on Add Rule to save the changes.
7. Once you have completed step 6, you will see that the Data Filter has text (logic) in it as shown below.

                                                



To Update/Edit the Rule   

1. Once you have the configured the Data Filter, the next step is to edit the settings at the top of the page.
2. To do update, first select the rule, and then update the detail located at right hand side of the page as shown below.

                                                                        

3. You can update the details as follows:
      a. Rule Name: This should already be populated from when the rule was created but can be changed again if required.
      b. Export Framework = This should also be configured from when the rule was created.  In this example we will use Printer in Export Framework.
                 
1. You have the ability to customize the FTP, E-mail, Webservice and SMS using the Settings button.
2. Export File Type: This setting will be visible when you select the Email on Export framework.
      c. Printer Name = This field only appears when the export framework has been set to Printer.
Select the appropriate printer from your list with the help of Drop and Down button. The printer specified will typically be the printer linked to the Headport specified in the Data Filter; you might have a depot printer for your Newcastle Headport, if so, select that as the option.
      d. Print Count: The number of copies that will be printed. This should default to 1 and is recommended to leave as 1 to minimize on paper usage where possible.
      e. Limit to customer name (separate by,): This field can be used to limit this EDI rule to specific customers.
To use this, the customer names MUST be spelt exactly as they are entered in your account and each customer in the list must be separated by a comma (,).
      f. Enable Import: Allows you to activate the rule when configured by clicking on toggle button in Yes position and then click on Update button to save the changes.  Once you completed the color of the rule will be in White which means that this rule is enabled.

                                                                  


1. The Memo and Rule ID Errors are not mandatory field so in this example we keep it blank.
2. From now, when a Runsheet is created it will be automatically printed off to your specified printer; handy for drivers requiring a physical copy.

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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