what's new with apex ticketing dan hughes [email protected] (913)384-0880 x5753
TRANSCRIPT
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What's New with Apex Ticketing?2
• This session will cover an overview of some of the new ticketing features. – Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
Session Objective
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Visual Indicator
– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
What's New with Apex Ticketing?
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Visual Indicator
What is visual indicator??
Visual alerts for special ticket creation functions in scale and Misc. ticketing.
What's New with Apex Ticketing?
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Visual Indicators
• Visual Indication on Special Tickets– Visual display of ticket types:
• Receive Tickets• Cash Tickets• Correction Tickets• Return Tickets• Void Tickets• Incomplete Tickets• Hold Tickets
• Not available in ticket, history editing or rail ticketing
What's New with Apex Ticketing?
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Visual Indicators
• The following is an example of the Visual Status field on the ticket screen.
What's New with Apex Ticketing?
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Visual Indicators
What's New with Apex Ticketing?
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Visual Indicators
What's New with Apex Ticketing?
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Visual Indicators
• Setup and Configuration• Apex support can assist during next upgrade
– To use this feature, you will need to add a Visual Status field to the ticket screen:
– Status field specified in a Scale Ticket screen template. • An example of the visual status field in the scale ticket screen
template:@Field = 768, "VISUAL_STATUS", 360, 15, 15, 590, 590, X, "“
– The field number for the Visual Status field is "768".
What's New with Apex Ticketing?
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Ticket Screen Toolbar
– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
What's New with Apex Ticketing?
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Ticket Screen Toolbar
• Customize the ticket screen toolbar:
What's New with Apex Ticketing?
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Customize Toolbar
• Customizing the Scale Ticketing Toolbar
• Delete• Save• Cancel• First, Previous, Next, and Last• Void• Correction• Totals for the day• Etc. • Some buttons may be unavailable.
What's New with Apex Ticketing?
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Customize Toolbar
• Customizing the Scale Ticketing Toolbar– Scale Tickets and Misc. Scale Tickets programs can be
customized to hide some of the tool bar buttons.– Why
• Hide some of the tool bar buttons if you don’t use their functionality
• Simplify the design of the ticket screen for special-purpose use
• Not a security function, just a feature to eliminate visual tool bar buttons.
– Users can still access functions with a mouse or function keys.
What's New with Apex Ticketing?
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Customize Toolbar
• Setup and Configuration– Configuration must be done with an Apex system
administrator. 1. Start the Scale Ticket or Misc. Scale Tickets
program.
What's New with Apex Ticketing?
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Customize Toolbar
What's New with Apex Ticketing?
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Customize Toolbar
What's New with Apex Ticketing?
Double Click
Here
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Customize Toolbar
What's New with Apex Ticketing?
The “Select Tool Bar Buttons to Display” dialog
will appear.
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Customize Toolbar
What's New with Apex Ticketing?
Check or uncheck the desired tool buttons to display
or hide.
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Customize Toolbar
What's New with Apex Ticketing?
4. Click on the “OK” button when finished.
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Customize Toolbar
What's New with Apex Ticketing?
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Customize Toolbar
• Before:
• After:
What's New with Apex Ticketing?
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Customize Toolbar
What's New with Apex Ticketing?
Click Here:To restore the original default behavior, initiate
the “Display or Hide Tool Bar Buttons”,
then click on “Select All”,
and save the change with the “OK” button.
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Rescale Screen
– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
What's New with Apex Ticketing?
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Rescale Screen
• Rescaling the Screen• Overview
– Many of the Apex program screens can be rescaled in size. In this example, the ticket screen.
– You may want to rescale a screen for some specific purpose or for a better visual display
– Example would be to enlarge the ticket screen to fill the entire display for better focus.
What's New with Apex Ticketing?
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Rescale Screen
What's New with Apex Ticketing?
Setup:
Select “Rescale Screen”
from the Options menu.
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Rescale Screen
• Setup– The “Rescale Screen” dialog will display.
Using this dialog, you can move the slider control to select a rescale percentage.
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Rescale Screen
What's New with Apex Ticketing?
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Rescale Screen
What's New with Apex Ticketing?
For example, if you select 150% and then click “OK”, the screen will rescale 1.5 times
its original size.
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Rescale Screen
What's New with Apex Ticketing?
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Rescale Screen
• Want to make it permanent for you?– If you have rescaled a screen, and then saved the screen’s
size and position, then every time you start that same program the screen will start up displaying the rescaled view.
What's New with Apex Ticketing?
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Rescale Screen
• Click on “Screen Size and Position”
What's New with Apex Ticketing?
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– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
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Vehicle Ticket Inquiry
• What Is ‘Past Tickets’?• Provide an inquiry of a specific truck’s recent tickets
available to the operator from the ticket screen.• Intended to provide operator with a quick way to
review a truck’s past tickets.– Quick inquiry or create a new ticket with the previous ticket
data select.• In earlier versions, the operator could only duplicate
a ticket from the truck’s previous ticket on the same day.
• Why would the operator need to use this feature?
What's New with Apex Ticketing?
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Vehicle Ticket Inquiry
• It’s common for a truck driver to show up at the plant or quarry and request “the same thing I got last time”.
• The operator will benefit by having a way to look up the recent past tickets for a truck.
What's New with Apex Ticketing?
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Past Tickets
• Features of Vehicle Ticket Inquiry
– Quick view of vehicles past tickets.• Limited to number of days tickets are kept on current
system.
– User can select and view an existing ticket for reference.
– User can select and create a new ticket on the current ticket screen.
What's New with Apex Ticketing?
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Vehicle Ticket Inquiry-Past Tickets
What's New with Apex Ticketing?
Past Tickets
The ‘Past Tickets’ screen is accessed using the Past Tickets menu option or toolbar icon from the Scale
Ticketing screen.
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Vehicle Ticket Inquiry-Past Tickets
• Vehicle Ticket Inquiry-Past Tickets– Here’s an example screen
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Past Tickets
• Operation– To create a new ticket from a previous day’s
ticket.• Enter the desired vehicle and carrier on the ticket screen. • Then select the ‘Past Tickets’ button or from the ticket
menu on the ticket screen.
What's New with Apex Ticketing?
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Past Tickets
• Select the desired ticket and select the ‘New Ticket’ button.
What's New with Apex Ticketing?
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Past Tickets
• New ticket populates past ticket information.
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Past Tickets
• Setup:– Review ‘Purge Ticket Days’ setting.
– If ‘Carrier over Vehicle’ then Carrier ID and Vehicle ID are required on the ticket screen before selecting ‘Past Tickets’.
– If ‘Vehicle over Carrier’ then only Vehicle ID is required before selecting ‘Past Tickets’.
– Set ‘Allow repeat from previous dates’ must be at ‘Yes’.
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– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Vehicle Configuration– Require Tare Next Load
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• What is “Deny Rights”
• A security feature
• Allow one group of users to use a special ticketing function but ‘deny’ another group from using the same feature.
• Example: Both groups are on the same Apex system. – A quarry operation and recycle operation are on the same
property using the same Apex system.
What's New with Apex Ticketing?
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What's New with Apex Ticketing?44
• Ticketing "Deny Rights" Feature– Summary:
• This feature allows the administrator to control specific user groups access to specific special ticketing functions.
• By default, all the rights are available, unless specifically denied.
• Examples are: Correction, Duplicate, Incomplete or hold, Return, Void, and Edit Quantity.
Deny Rights
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Deny Rights
• System Administrator – Security – User Groups
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Deny Rights
• User Groups
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Deny Rights
• Ticketing functions available for denied access by user group:– Correction Ticket – Voids current and create new ticket– Duplicate a Ticket – Duplicate previous ticket– Incomplete or Hold Ticket – Set ticket “Incomplete or “Hold”– Return Ticket – Return all or part of a load– Void Ticket – Voids current ticket– Edit Quantity – Edit ticket’s net quantity– Display Prices – Display prices on ticket screen– Office ticket edit functions – Refresh Ticket, Re-price Tickets,
Ticket Exception Checks, Select Tickets to View, and Reuse Ticket Number.
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Deny Rights
Program
Basic ticketingDispatch ticketingAuto ID capable ticketing, with dispatchApex Load-out capable ticketing, with dispatch and Auto ID capabilities
Office: Scale Miscellaneous, Office Edit, History Edit, Credit Rebill
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Deny Rights
• Setup:– Run the “Template/Logs/Ini’s” editor program.
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Deny Rights
• Setup continued• Click on the ‘Ini Files” tab. • Select the Tkcscale.ini for standard ticketing.
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Deny Rights
• Select Tkcscale.ini for standard ticketing
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Deny Rights
• Tkcscale.ini setup– Example
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Quoted Total Amounts for Tickets
– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
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Quoted Total Amounts for Tickets
• What is Quoted Total Amounts for Tickets?
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Quoted Total Amounts for Tickets
• Operation– When the ticket’s total price needs to be “corrected” to
match a pre-agreed amount• Edit the total price.
– Apex will recalculate• Material unit• Extended pricing
– Freight, taxes, and fees are still applied as normal. • Amounts change based on
– New total price– Recalculated material unit / extended prices
used
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Quoted Total Amounts for Tickets
• Example for Scale tickets– Quote cash customer $500 for 26 tons of material.– Later, total price based on scale weight is $524.83
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Quoted Total Amounts for Tickets
• Example for scale ticket – continued– Weighmaster enters a quoted total amount of $500 in the
“Total” field.
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Quoted Total Amounts for Tickets
• Example for scale ticket - continued
– When the ticket is saved, the ticket logic changes• Material unit price to $12.1418• Extended material price is $329.77• Total calculated prices is now $500.
What's New with Apex Ticketing?
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Quoted Total Amounts for Tickets
What's New with Apex Ticketing?
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61What's New with Apex Ticketing?
Extended material price is $329.77
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Quoted Total Amounts for Tickets
• Setup– To use this feature:
• Set the “Edit Total Price’ setting to “YES” in Apex System Configuration.
• This feature requires “Price Precision” to be set to “4” in the Apex System Configuration.
What's New with Apex Ticketing?
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– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
What's New with Apex Ticketing?
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Vehicle Types
• Vehicle Types and new vehicle configurations
• How to manage a large group of trucks with the same configuration.
• How can you manage the same truck with different trailers.
• Example:– Trucks may change trailers often.
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Inherit Vehicle Types
• Inherit Vehicle Types– Overview
• You can use Vehicle Types to manage a group of vehicles with similar weights and other attributes.
– Vehicles of the same characteristics » length, number of axles, and type of bed can be
considered the same truck or vehicle type. – Simplifies the setup of a new truck of the same type.
What's New with Apex Ticketing?
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Inherit Vehicle Types
• Vehicle Types – Standard
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Inherit Vehicle Types
What's New with Apex Ticketing?
Standard Vehicle Types Configuration screen
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Inherit Vehicle Types
• Example Vehicle Types
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Inherit Vehicle Types
• Standard Vehicle setup with Vehicle Types
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Inherit Vehicle Types
• New truck setup
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Vehicle Configuration
• Vehicle Configuration – Two Types:– Set up a full combination of weights and trailers, etc., saved
to an ID you pick.– Set up a default for the base vehicle, and add or drop
trailers dynamically, changing weights automatically.– Set ‘Inherit Vehicle Types’ to ‘No’.
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Vehicle Configuration
• Setup the configurations in the Vehicle Screen.
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Vehicle Configuration
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Vehicle Configuration
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Vehicle Configuration
• The other way to set up a configuration is to leave the Configuration ID blank. A blank Configuration ID is the default.
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Vehicle Configuration
• Initial values are brought in from default configuration. • The trailer fields are open and editable.
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Vehicle Configuration
• Tare:– One item is not saved as part of a configuration,
and that is the vehicle Tare weight.
– The purpose is that the entire vehicle combination is to be brought back to the scale before loading to update the tare.
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– Visual Indicator– Ticket Screen Toolbar– Rescale Ticketing Screen– Vehicle ticket inquiry – Past Tickets– Deny Rights– Quoted Total Amounts– Vehicle Configuration– Require Tare Next Load
What's New with Apex Ticketing?
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Require Tare Next Load
• Require Tare Next Load• You can configure Apex to require a tare weight on a vehicle’s
next load.
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Require Tare Next Load
• If a vehicle changes trailers, you may want to set that vehicle to require a tare weight on the next load.
• This feature supplements other logic that require a tare weight.– Tare interval days specifies a new tare weight after number
of days. – This feature will supersede the interval days, and require a
tare weight on the next load no matter when the last tare weight was captured.
• There are three ways to require a next load tare. – Set the vehicle’s “Tare Next Load” in the Vehicles screen.– Change the vehicle’s configuration in Vehicles or Tickets
screen.– Enter a manual tare weight in the Tickets screen.
What's New with Apex Ticketing?
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Questions
• Questions
What's New with Apex Ticketing?
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Please Complete Your Evaluation
• Be sure to circle the session you are evaluating on the back of your card– Bulk Materials– BLK-004– What's New with Apex Ticketing
• All breakout session materials can be accessed at:www.commandalkon.com/cc2013/update/index.htm
• Thank You!