Pathway: Operations > Inbound / Outbound
Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information.
Permissions
The following permissions are required to use the Inbound screen:
Permission ID | Permission Name |
99 | Inbound/Outbound Processing |
Setup Requirements
This setup is the standard requirement across all scale scenarios, including Roll-off, Cash, and Third-Party customers. Review the setup documentation here: Scale-In Setup to process scale tickets on the Inbound/Outbound screen.
Inbound Screen Field Descriptions
The following descriptions apply to the fields displayed on the Inbound/Outbound screen.
Field | Description |
Filters | |
Facility | Filters the screen to only display inbound disposal records for the selected location and affects the search function when creating a new disposal ticket. |
Status | Filters what is displayed based on the Work Status of the Service Record. |
| Tare Truck or Equipment | Button used to tare or re-tare a truck without navigating to Customer Details. |
Fields | |
Order # | Displays the inbound service record number as a clickable link. |
Date | Shows the recorded date and time of ticket creation. |
Vehicle | Shows the vehicle details for the recorded vehicle. |
Account / Site | Links the account or site associated with the disposal record. |
Transport Info | Displays the transport method recorded at the time the ticket was created. |
Service Info | Shows the service code, work type, and additional service-related information. |
Materials / Adjustments | Shows the material type that was logged when the ticket was created.. |
Weight | Displays the Gross, Tare and Net weights recorded for the vehicle. |
Additional Info | When a work order is linked, the driver and line of business are displayed. If weights are manually adjusted and a reason code is required, the system also displays the user's name and the selected reason for the change. |
Notes | Any notes added to the disposal ticket will appear here. |
Create an Inbound Ticket
Inbound tickets can be created in two ways. The first way is from a work order in the Disposal / Ship tab. Otherwise, tickets can be created in the Inbound screen. The process to create an inbound ticket varies based on customer type.
Create Inbound Order from Search
Select this option to open the Create New Transaction popup, where users can quickly create a ticket by searching for customer sites, trucks, existing work orders, or routes associated with the disposal record. If this is a cash pay customer, search for the cash pay site to process transactions on.
In the Create New Transaction popup, select the search type to use. This field can be defaulted to a specific setting in Facility Setup. If Truck is selected, the system will search the site inventory and match based on either the truck name or license plate number. After entering the search information, if more than one match is found, a list is returned. Otherwise if a single match is found, the Create Inbound Order popup will display. Enter the applicable details and click Create. Considerations: Once the inbound order has been created, the Edit Inbound / Receiving screen will display. From here, weights can be recorded, charges added and payments collected. Article Links: Equipment Type Setup (for non-serialized equipment), Inventory Management (serialized equipment) Records the type of material being disposed of. Considerations: Article Links: Facility Setup, Scale Setup Article Links: Work Type Setup, Facility Setup, Scale Setup
Step 1: Create New Transaction and Create Inbound Order
Search Type Option Details
Step 2: Edit Inbound / Receiving
Field Descriptions and Setup Logic
Field Descriptions and/or Considerations Truck Boost efficiency and keep inbound traffic moving smoothly by pre-configuring a trucks tare weights in Customer Service > Site Inventory > Trucks or Setup > Operation > Truck.
Article Link: Truck SetupVehicle Info / Equipment Info (gear icon) The Vehicle Info field is an open text entry field used to record details about the vehicle or equipment, making it quickly identifiable for scale operators in the open inbound ticket list when the truck is ready to weigh out. Information entered in this field is displayed in the Vehicle column on the Inbound screen.
If equipment is associated with the inbound work order, select the Equipment Info (gear icon) to link the appropriate equipment.PO Number and Blanket PO Number To provide scale operators with better visibility into a customer’s purchase order usage and help prevent overages, click the Search icon next to the Blanket Purchase Order field. This will open the Purchase Orders pop-up window, where weight, volume, and amount limits are displayed along with the current usage totals to date. Material Transporter Records the transporter of the waste and is most often used for outbound scale and medical/hazardous waste. Transport Method Records the transport method that was used and is most often used for outbound scale and medical/hazardous waste. Bill of Lading Open text entry field used to record the reference or ticket number associated with the Bill of Lading. This creates a reference link between the inbound ticket and the corresponding shipping document for tracking and reconciliation purposes. Work Status Displays the current work status the inbound ticket is in. Posting Status Displays if the ticket is ready to be billed.
Considerations:
Article Link: Work Type SetupWeights and Volume There are several settings that apply to the weight fields: Tabs Charges
An optional Origin Based Fees Setup is available to apply disposal rates by material origin. Refer to the article link on setup instructions.
Article Link: Material Origin SetupPayments The Payments tab supports payments in the form of cash, check, credit/debit card, and money order.
If cash is used and the amount entered exceeds the balance due, the Change Due is automatically calculated and displayed on the Add Payment popup window to assist scale operators in providing the correct change to the customer.Origins The Origins tab will display on the inbound order when the Track Inbound Source / Origin setting is enabled in Work Type Setup (Setup > Operations > Work Type [Details]). When configured, the inbound order cannot be completed until the required information has been recorded.
Considerations:
Article Link: Material Origin SetupSource The Source tab will display on the inbound order when the Track Inbound Source / Origin setting is enabled in Work Type Setup (Setup > Operations > Work Type [Details tab]). When configured, the inbound order cannot be completed until the required information has been recorded. Materials The Materials tab displays only the materials enabled at the facility level. Click within the Quantity or Percentage columns to enter the material amounts.
ConsiderationsCompletion Option to incorporate a completion process that includes a driver signature. Attachments Provides the option to attach supporting documents, such as a Bill of Lading, directly to the ticket so all related documentation remains linked and easily accessible in one place. Photos Option to add photos to the inbound order. When a photo has been attached the option to display it in the Customer Portal is also available.
Create Unidentified Inbound Order for Internal Vehicle
Select the Create Unidentified Inbound Order for Internal Vehicle option to record disposal activity for internal trucks that are not searchable using the other method.
After creating the ticket, link it to a route or work order by selecting the Pending Work Assignment icon on the Edit Disposal Shipment screen. This opens the 'Associate Disposal to Route or Work Order' popup, where users can search for and select the appropriate route or work order.
Note:Pending Work Assignment
