The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page.
Universal Setup Requirements
Be sure to review each setup area to ensure scale transactions are processed correctly for every customer type.
Pathway: Setup > Operations > Facility Create a facility to enable the inbound process and establish default settings to streamline scale transactions. A facility is a required selection on the Inbound/Outbound screen to create and manage scale tickets. For information about additional fields found in this screen, refer to the Facility Setup documentation. The Add/Update Facility screen features two tabs containing essential settings for processing tickets on the Inbound/Outbound screen. Below are the field descriptions for essential fields in the Facility Settings and Inbound/Outbound tabs. Pathway: Setup > Services > Line of Business A Line of Business (LOB) refers to distinct divisions or segments within a company's waste management operations, such as Roll-off, Residential, Commercial, and Scale. In scale transactions, the LOB is linked to work types, service codes, material origins and material types, which are essential for creating and processing transactions on an account. To facilitate scale transactions, create a dedicated Line of Business for scale. Additional information about the Line of Business setup screen can be found here: Line of Business Setup. Pathway: Setup > Operations > Work Type Work Type Setup defines the service action being performed and is recorded on a service record. Additional Inbound/Outbound settings are displayed when the setting for the Action Category is set to either Inbound / Receiving or Outbound / Shipping. To ensure accurate tracking, create a Work Type specifically for Scale-In and Scale-Out so that the service record reflects the correct transaction. Work Types are unique to each Line of Business and should be configured accordingly. Review additional information on Work Types here: Work Type Setup and Work Type Event Class Pathway: Setup > Operations > Material Type Create Material Types and assign them to the Scale LOB, or the line of business that you will be managing and tracking scale transactions under. After Material Types are created, they are enabled for a facility under the Material Type tab on the Facility Setup screen. In Facility Setup, enable each material type the facility can receive under the Material Type tab. To streamline the inbound process, assign a default inbound material type. This will automatically populate the material type on new inbound tickets, saving time and ensuring consistency. Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding an active service to a site, or to a proposal. Setup here affects many areas related to servicing and billing a site. Create a scale-specific service code and add it as an active service to the sites that use scale. Additional information about the Service Code setup screen can be found here: Service Code Setup. After creating a service code, navigate to the Available Service Code Setup screen to specify its availability to the service regions in a division. Setup: Facility
Add/Update Facility
Field
Setting
Facility Settings Type Selection that is used to identify the type of facility that processes scale transactions. Ownership Select 'Internal'. Division Identifies the division the facility is located in. Default Scale Unit of Measure Select the default unit of measure used by the scale. Weight UOM Select the weight unit of measure that will be used. When the weight is captured, it is reflected on the work order using the UOM identified here. Volume UOM Select the volume unit of measure that will be used. When the volume is captured, it is reflected on the work order using the UOM identified here. Inbound / Outbound Enable Inbound Order Enable this field to process inbound scale transactions. If set to 'No', the facility will not display as a selection option in the facility drop down on the Inbound/Outbound screen. Enable Outbound Order Enable this field to process outbound scale transactions. If disabled, the 'Create Outbound Order' option will not appear in the Inbound/Outbound screen’s Add icon drop down. Require Manual Weight Reason Requires users to select a reason code when manually adding or modifying the tare-in or tare-out weight on an inbound or outbound ticket. This requires setting up 'Manual Weight' reason code types in Setup > System > Reason Code. Default Scale Ticket Format Option to set a default scale ticket format for printing receipts. Search Default for Create New An optional setting to define a default value for the Search Type field on the Create New Transaction screen. Setting a default can help streamline the process and improve efficiency. Facility Setup - Lower Grid tabs
Tab Description Division Although this setting is not necessary for cash-pay customers, it may be necessary for third-party haulers to identify which divisions the facility is eligible to receive waste from. Material Type Select the Material Type tab to configure which materials are accepted by the facility. This tab is required to configure disposal rates in the Disposal Rate tab. Disposal Rate Select the Disposal Rate tab to establish the rates specific to the material type and a unit of measure. If an internal truck should have a rate different from external trucks, use the Rate for Internal Trucks field to establish what the rate should be.
* This field requires the configuration of material types in the the Material Type tab.Material Areas/Grid Optional configuration to designate specific areas within the facility for disposing of or transferring particular waste materials. Setup: Line of Business
Setup: Work Type
Key Fields
Setup: Material Type
Key Setup Associating Material Types to Facilities
Setup: Service Code
Key Setup Fields
Field Description Work Type Event Class
Select the work type event class that relates to inbound scale. 
Setup Specific to Cash-Pay Customers
The following setup applies to cash-pay customers—those who infrequently bring waste to the facility for disposal and do not have an account it can be charged against.
Pathway: Setup > Accounting > Bill Group The Bill Group defines billing and invoicing configurations the account will follow. For Cash Pay accounts, these settings are minimal. This setup is optional if another bill group applies. Pathway: Setup > Account > Account Class The Account Class defines the billing and payment processing criteria for an account or group of accounts while also serving as a metric for revenue tracking. For a cash pay account, consider creating a dedicated Scale account class. You can find more details on how to set up an Account Class in the following section: Account Class Setup Pathway: Accounts > Add Account For cash-pay customers—those who don't have an active account and typically use the facility infrequently—create a searchable account that scale operators can use to process payments on. This will streamline the process by eliminating the need to add a new account for each customer that comes through. For more information about account creation, review the documentation here: Add Account. Pathway: Accounts > Account (Customer Service Screen) > Add Active Service For the cash-pay account, assign the appropriate active service that applies to inbound scale processing.Setup: Bill Group
Key Fields
Field Description Invoice Format Select the invoice format for printing and providing to the customer as a receipt. Setup: Account Class
Key Fields
Field Description GL Segment The GL Segment enables tracking of revenue streams for improved financial reporting and analysis. Default Account Term Select 'COD' - Cash on Demand Setup: Create Account Specific to Cash-Pay Customers
Key Fields:
Field Setup Account Class Select a previously created account class that applies to scale or cash-pay customers. Name Name the account with a name that can be easily searched by scale operators. Address Recommended: enter the address for the facility. Bill Group Select a previously created Bill Group that applies to cash-pay customers. Invoice By Email Select 'No' for this field. Term Select 'COD' (Cash on Delivery). Tax Region Select the tax region that applies to the facility's location. Setup: Assign Active Service to Cash Account
Setup Specific to Internal and External Haulers
The following setup applies to roll-off, third party and internal customers.
Truck Setup
Truck setup is essential for tracking vehicles using the facility and accurately recording both internal and external scale transactions.
Trucks can be added in two ways: through Truck Setup where they will appear in the Truck drop down on inbound work orders, or in Site Inventory to define authorized customer trucks that can be searched. Setup > Operations > Truck and Customer Service Screen > Site Details > Site Inventory > Trucks (tab) Add trucks in Truck Setup to include them on inbound work orders. Trucks added here will appear in the Truck drop down on the Inbound Order screen and streamline the process with pre-defined tare weights. Additional information about the Truck Setup screen can be reviewed here: Truck Setup. Pathway: Customer Service Details > Site Inventory > Trucks [tab] Add trucks to a site’s inventory to define a customer's authorized trucks and define the truck's tare weight for faster ticket processing. This setup also allows scale operators to quickly search trucks across sites within the same division as the facility based on details like name or license plate number. Additional information about site inventory can be reviewed here: Site Inventory (Trucks)Truck Setup vs Site Inventory - Trucks
Description of Use Important Setup Requirements Truck Setup Defines the trucks available for selection in the Truck drop down on the Edit Service Record screen. N/A Site Inventory - Trucks Associates trucks to the site they belong to, enabling scale operators to quickly search for trucks on the Inbound/Outbound screen when creating a new inbound work order. If a site does not have an active inbound service associated with it, the truck cannot be searched when creating a new inbound order. Truck Setup
Site Inventory - Trucks
Optional Setup
The following setup is optional and only necessary if it is part of your process.
Material Origin Setup
Pathway: Setup > Operations > Material Origin
Material Origin Setup determines which material origins are available on the Origins tab within a Service Record. Since origins are division-specific, the Origins tab will only be visible if the facility's division matches the division assigned to the material origin. If a division is not assigned, the tab will display on all service records.
Origins [Tab]
To track and record Material Origin on a Service Record, the Track Inbound Source/Origin field in Work Type Setup must be set to either "Require Material Origin" or "Optional Material Origin." If neither option is selected, the Origins tab will not be displayed. If origins are recorded, their total percentage must sum to 100%.
Manual Weight Reason Codes
Pathway: Setup > System > Reason Code
If Require Manual Weight Reason is set to 'Yes' for the facility, users must select a Reason Code when manually adding or changing the Gross/In or Tare/Out weights before saving.
In Reason Code Setup, add each possible Manual Weight Type scenario that may require a user to manually enter or adjust weights on the service record. Reason Code Setup
