Ticketing

Overview

Ticketing is the heart of EZScale and is accessed under Tasks | Ticketing or by pressing the F9 shortcut key. All loads are recorded through the "ticketing process" using this form.

Title Bar

There are two forms in EZScale that look similar. One is called Tickets and this one called Ticketing. You can tell which one you are looking at by looking at the title bar. The Ticketing window will display the word Ticketing and also display the current job being ticketed.

Toolbar

The toolbar along the top of most the Ticketing form is slightly different than that of other forms so it is described here.

Closes the Ticketing window. Any changes made to the fields on the form will not be saved.

 Opens the Tare dialog used to tare the current Truck. You can use this to tare or re-tare a truck. Ticketing also supports "loaded tares" where a truck arrives loaded, is weighed, then weighed empty.

Switches the scale from Manual mode to Automatic mode. In Automatic mode, the Gross Weight on the form will be updated automatically from the scale as the load changes.

Note:      Automatic mode is only available if the Comm Port is enabled under Tools | Options | Comm Port.

Switches the scale from Automatic mode to Manual mode. In Manual mode, the user must type in the weights.

Records the current load information and prints a ticket. You can also press the F8 shortcut key to print.

Note:      You must have a ticket designed and referenced under Tools | Options | General for a ticket to be printed. However, your information will be recorded regardless of whether or not a ticket is designed and referenced.

Voids the last ticketed printed. This is useful if you made a mistake or the printer jammed, etc. From the Ticketing form, you can only ever void the last ticket printed. If you need to void earlier tickets, you must do so under Maintain | Tickets.

Lets you change the ID of the next Ticket that will be printed.

Displays this on-line help topic.

Truck

The first step in the ticketing process is to select the truck at the top of the form. When you select a Truck, the last Job, Job, Phase, Purchase Order, etc. that was associated with that truck will be reloaded to save you time.

Note:      Always double check the associated since there are numerous factors which affect exactly what information is reloaded.

Inbound

It is assumed that most trucks are outbound and when you ticket, the load weight is subtracted from inventory and any dollar amounts are charged against the purchase order or customer. If a truck is inbound, check the Inbound box and EZScale will know to add the load weight back into inventory and credit the purchase order, customer or vendor.

Ticket ID

The Ticket ID is automatically incremented after each ticket is printed. You can set the next Ticket ID in two places; 1) Under Tools | Options | General, or 2) by clicking the Change ID button on the toolbar.

Note:      EZScale will warn you if the next Ticket ID has already been used and not yet purged from the Tickets Log. You are allowed to reuse ticket id's, but it is not recommended.

General Tab

The General Tab of the Ticketing form is where you associate information such as Job, Job Phase, Purchase Order (PO), Item, Driver, Delivery Method, etc. with the ticket. EZScale does not force you to use all the available information. How much you use depends on your needs.

Load No.

Load number reports the total number of loads processed for the selected Job / Item combination today. This number is a lookup number and can not be changed manually. The load number resets at midnight. If you void a ticket printed earlier in the same day with the same Job / Item combination, the Load No. will go down accordingly.

Accumulated Wt.

Accumulated weight represents the total accumulated weight of all the loads described above. This number is also a lookup number and can not be changed manually.

Tare Wt.

Tare weight shows the last recorded tare weight for the truck or container. You can re-tare at any time by clicking the Tare button.

If you are doing a loaded tare, the words (LOADED TARE) will appear above the weights and the Tare Wt. and Gross Wt. will be reversed. They are reversed since your first weight (which you'll take using the tare feature) will end-up being the Gross Wt. Your final weight will be remembered as the tare weight.

Max Wt.

The maximum weight is the maximum weight allowed by the truck or container. This value is set under Maintain | Trucks. You can also click the small lookup icon to the right of Trucks to open the Trucks form.

Note:      If the Gross Wt. exceeds the Maximum Wt, EZScale will highlight the two weights to indicate an overload condition.

Gross Wt.

Gross Weight is the total weight of the truck or container including its load and may be captured automatically or entered manually. If you are in Automatic mode, you must click the Manual button in the toolbar to enter the value manually. Switch back to Automatic mode by clicking the Automatic button on the toolbar.

Net Wt.

Net Weight is the difference between the Gross Wt. and and Tare Wt. and is considered the weight of the load for all other calculations.

Note:      Net Wt. is only reported when the Gross Wt. is positive. If Gross Wt. is negative, Net Wt. is set to zero (0).

     If the Inbound box is checked, Net Wt. will reported as a negative number so that it will be subtracted from inventory.

Maximum Purchase

Displays the maximum dollar amount authorized by the associated Purchase Order.

Purchase Balance

Displays the dollar amount remaining (unused) from the associated Purchase Order

Ordered Wt.

Displays the maximum weight ordered on the associated Purchase Order

Wt. Balance

Displays the weight balance remaining (available) from the associated Purchase Order

Charges Tab

The Charges Tab of the the Ticketing form is where charges are displayed and payment receipts are recorded.

Net Price

Net Price is calculated as the Net Wt. (converted to tons) times the price per ton. Net Price is a calculated value only and can not be manually entered. Price per ton is determined as follows:

    First Choice: If a Purchase Order (PO) is associated with this ticket and "Override Price Per Ton" is enabled and entered on the PO, the PO price per ton will be used, otherwise

    Second Choice:, If an Item is associated with this ticket, the Item Price Per Ton will be used. The Pricing Level and Tax Code will be based on:

    First Choice: The the Pricing Level and Tax Code defined for the associated Job if "Override CV Pricing Level & Tax Code" is enabled for the Job, otherwise

    Second Choice: The Pricing Level and Tax Code set for the Customer/Vendor (CV) operating the associated Job.

Tax

Tax is calculated as the Net Price times the applicable Tax Rate. Tax is a calculated value only and can not be manually entered. The Tax Rate depends on the Tax Code selected following the same guidelines as Price Per Ton described above.

Total Due

Total Due is calculated as the Net Price plus Tax. Total Due is a calculated value only and can not be manually entered.

Amount Tendered

Amount Tendered refers to that amount paid by the customer or to the vendor. Amount Tendered must be manually entered.

Balance Due

Balance Due is calculated as Total Due minus Amount Tendered. Balance Due is a calculated value and can not be manually entered.

Payment Method

Payment Method is a drop down list which allows you to select one of the defined methods of payment. Payment Methods can be defined under Maintain | Payment Methods.

Reference

Reference is a alpha/numeric field that will typically be used to record a check number, approval code, license number, etc. associated with the Payment Method.