Driver Pickup Code Maintenance

Menu Path: Customer Service Images\bluerarw.gif Order Options Images\bluerarw.gif Driver Reconciliation and Commission Images\bluerarw.gif Driver Pickup Code Maintenance

Purpose

Set up and maintain driver pickup codes.

Overview

Use Driver Pickup Code Maintenance to create, edit, and delete driver pickup codes, which are used to track additional charges that are applied to a pick demand when a deposit return is added. Each driver pickup code is associated with a specific sales location because deposit and handling charges may be different for each location.

Driver pickups are commonly used in the beverage industry to track the return of empty cans and bottles.

Creating Driver Pickup Codes

To create a driver pickup code:

  1. Click the New button in the ribbon.

  2. Enter a unique driver pickup code in the Driver Pickup Code field.

  3. Enter a sales location for the driver pickup code in the Sales Location field.

  4. Enter a description of the driver pickup code in the Description field.

  5. Select display and additional charge options for the driver pickup code.

  6. Click the OK button in the ribbon. The driver pickup code is created.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Driver Pickup Code Maintenance window.

New

Click this button to create a new driver pickup code. This button is only available if the Main tab is displayed.

Update

Click this button to edit the selected driver pickup code. This button is only available if the Main tab is displayed.

Delete

Click this button to delete the selected driver pickup code. This button is only available if the Main tab is displayed.

Note You cannot delete a driver pickup code after it is added to a pick demand or driver commission rate.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Show Data

Click this button to display driver pickup codes on the Inquiry tab. This button is only available if the Inquiry tab is displayed.

First

Click this button to display the first driver pickup code. This button is only available if the Main tab is displayed.

Prev

Click this button to display the previous driver pickup code. This button is only available if the Main tab is displayed.

Next

Click this button to display the next driver pickup code. This button is only available if the Main tab is displayed.

Last

Click this button to display the last driver pickup code. This button is only available if the Main tab is displayed.

Fields and Buttons

Field or Button

Description

Driver Pickup Code

Enter a driver pickup code, or click the Lookup button to select an existing driver pickup code.

Main Tab Fields and Buttons

Field or Button

Description

Sales Location

Enter the sales location prefix/name for the driver pickup code, or click one of the Lookup buttons to select a sales location prefix/name.

Description

Enter a description of the driver pickup code.

Display Sequence

Enter a display sequence value for the driver pickup code.

Display Record

Select this check box to display the driver pickup code in Driver Commission Maintenance.

Type

Enter an additional charge type you want to associate with the driver pickup code, or click the Lookup button to select an additional charge type. For information on setting up additional charge types, see Order Entry Additional Charge Maintenance.

Effect on Order

Select whether the amount of the additional charge will be added to or subtracted from orders. This is usually - for driver pickup codes.

Comment

Enter a comment for the additional charge.

Amount/Percentage (radio buttons)

This option specifies if the defined additional charge is based on an amount or a percentage.

Amount/Percentage

Enter a monetary value or percentage of the additional charge. A percentage charge allocates a charge based on the total amount of line items less any line item additional charges.

VAT Taxable

Select this check box if VAT is assessed for the additional charge. This check box is only enabled if VAT is assessed for the country of the sales location for the driver pickup code.

VAT Amount/VAT Rate

If the Amount radio button is selected, this field displays the amount of VAT for the additional charge, which is equal to the VAT rate for the additional charge multiplied by the amount of the additional charge.

If the Percentage radio button is selected, this field displays the VAT rate for the additional charge.

VAT Exempt Reason Code

If the additional charge is not VAT taxable and the driver pickup code is for a VAT-taxable country, enter an active VAT exempt reason code to explain why the additional charge is exempt from VAT, or click the Lookup button to select a VAT exempt reason code. This field defaults from several sources in the following hierarchy:

  • Additional charge

  • Default VAT exempt reason for the country from which the order is shipping

This field is only enabled if the location entered in the Sales Location field is in a VAT-taxable country, and the VAT Taxable check box is cleared.

VAT-Inclusive Amount

This field displays the sum of the additional charge amount and the VAT amount. This field is only available if the Amount radio button is selected. This field is only available if the Amount radio button is selected and the VAT Taxable check box is selected.

Enter

Click this button to associate the additional charge with the driver pickup code. After you add the charge, it displays in the Additional Charges grid.

Delete

Click this button to delete the additional charge selected in the Additional Charges grid.

Additional Charges

This grid displays additional charges associated with the selected driver pickup code.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, editing, or deleting a driver pickup code.

Field or Button

Description

Driver Pickup Codes

This grid displays driver pickup codes after you click the Show Data button in the ribbon. Double-click a driver pickup code to select it and display information for it on the Main tab.