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. To see the runsheet export page, go to Import/Export > Data 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.
  

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. Manually enter the Rule Name where you input what you want this rule to be called and select the Export Framework with the help of Drop-down and then click on Create as shown above.
In this example we are using Test 01 as Rule name and Printer as Export Framework as shown below.

4. Once rule is created, 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.
5. Now, click on the new rule and the detail for this rule will appear on the right side of the page, here you can add/update the rule details as necessary as shown below. 

6. Before updating the rule first set up the data filter. Data filters are the driving force behind how the system determines when an EDI rule will and won't apply to a consignment. 

Data Filter

1. To see the Data Filter section, scroll down to the bottom of the page, you will see Data Filter section. 
 
2. On Data Filter section, first Select Field, then Logic and finally Select Value and then click on Add Rule, the rule will display on the Data Filter screen (Refer screen 04).

In this example we select Drivers Headport Base (Refer screen 01) in the Select Field, Equal (Refer screen 02) in Logic and Brisbane (Refer screen 03) in the Select Value field.
For more information on how to setup a Headport setup, please click here.
- Once your Headports have been setup in your account, for this EDI rule to work correctly, you will need to assign each staff user to the appropriate Headport. This can be easily done by going to Transport > Configuration and Setup > Card Files, double click on the appropriate staff member, the staff detail page will display. Now, on detail tab, double click on the Headport.
- Assigned field and add to relevant Headport with the help of drop-down button and then click on Save to implement as shown below.

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.                
- You have the ability to customize it by using the FTP, E-mail, Webservice and SMS using the Settings button.
- 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 Export: 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.
 

    • Related Articles

    • Customer Service Ticket EDI Export

      In Transvirtual there is the ability to create Customer Service tickets for a consignment. The purpose of these tickets is to raise any issues to the attention of your team so that they can be resolved. Transvirtual can export any created ticket ...

    • Runsheets

      This article describes how to search/find and create a Runsheet using the Web Portal. Search/Find a Runsheet 1. To search or find a Runsheet on Runsheet Filter page, go to Transport > Operational Task > Runsheet, the Runsheet filter page will display ...

    • Consignment Export

      Consignment Export In TransVirtual there is the ability to setup Consignment EDI (Electronic Data Interchange) Exports which are essentially a method of exporting data out from TransVirtual to another location via email, FTP etc. 1. This article will ...

    • Invoice Export

      In Transvirtual you can setup an EDI (Electronic Data Interchange) that automatically sends PDF, Excel, CSV (etc.) Invoice files to a Customer or Agent, based on specific situations. So, when an Invoice is Approved and Locked you can have an email ...

    • Photos Export

      In Transvirtual there is the ability to setup Photo (Image) EDI (Electronic Data Interchange) Export Rules that can send out images/photos to a location via Email, FTP, etc. 1. To see the export images page, go to Import/Export > Data Export > Photo. ...