(Classes are for Classic unless otherwise specified)
Tuesday, February 9th
Accounting:30 min Class on INVOICE training at 11:30am est
Dispatch: Learn How to Enter a Shipment at 2pm est
Wednesday, February 10th
TIN Freight Brokerage: 2:30pm est
Thursday, February 11th
Advanced Dispatch: 2:30pm est
Advanced Accounting:4pm est
PLEASE USE THE FOLLOWING INSTRUCTIONS TO GAIN ACCESS TO TRAINING!!!!!
Audio : 605.475.6006 x887958
Video Access - Go to www.joinsession.com
(Please enter this website in your web browser
**YOU CANNOT GAIN ACCESS UNTIL APPROXIMATELY 5 MINUTES PRIOR TO TRAINING SESSION**
Video Session id: 732-555-121
PLEASE enter your name & company name after the session id
Training Followup
here is information about the last training class:
POD Required for shipments
Currently there is no Permission to prevent a shipment from being Invoiced without having a POD on file.
The best way to handle a customer that requires POD's is to mark the following fields "N" in the Customer's file>(2) Setup > Accounting Setup:
Pre-Bill Released
Pre-Bill Delivered
Pre-Bill Covered
Also, put comments on Screen 1 of the Customer File for Billing Notes
__________________________________________________________________
To reverse a Quick Pay in the Purchase Journal:
1) Look up the Purchase Journal Entry
2) Press the E key to change the Purchase Journal back to Expected
3) Press U to update then delete the line with the Quick Pay
4) Manually adjust the Aging date to the original date
NOTE: The Quick Pay field at the left will still show a Q after the Quick Pay
line has been deleted, but this is only cosmetic.
__________________________________________________________________
The YTD is a calandar YTD Jan 1 to Dec 31
.
this data is informational only and does not tie into any processing or credit related issues, it may appear on some reports to show sales info for a company
.
this data will recalculate at then end of each calendar year
Please keep your eyes on the BLOG for the release of new features. We do have a pending job for viewing notes on released loads
_____________________________________________________
On screen 2 of an load in active dispatch, where do the setup/preference features at the bottom draw from?
These are drawn from screen 2 of the customer file, under Dispatch Setup.
Click Here To View Screenshot(s) For This Question
If the above link does work please copy and paste this URL into your web browser: http://aljex.aljex.com/cgi-bin/img.pdf?FLt8413G5yw2XT%2FEEmKj%2F0%2BSMId5o271kEml9rGhfA
-------------------------------------------------------------------------------
Turn off mileage for 1 customer
1) Lookup the customer
2) Press 2 for dispatch options
3) Turn Mileage on or off as desired
Shipments to or from Canada, will be treated as if mileage is off
____________________________________________________
When a company uses a factor in Aljex - What does this mean?
Aljex will mirror the payment schedule & fee schedule of your factor. This will also include buybacks and the ability to factor or not factor individual invoices or customers.
Factoring is outsourcing of AR to receive your money overnight from 3rd party who will then collect from the customers
Requires setup & training from Aljex
This has an additional monthly cost
When a company uses a factor in Aljex - What does this mean?
Aljex will mirror the payment schedule & fee schedule of your factor. This will also include buybacks and the ability to factor or not factorindividual invoices or customers.
Factoring is outsourcing of AR to receive your money overnight from 3rd party who will then collect from the customers
Requires setup & training from Aljex
This has an additional monthly cost
____________________________________________
Any Carrier that receives a SmartSearch email can "Click to Add Available Trucks". There is no permission needed for the carrier to do this.
Their available trucks will show up in your SmartSearch as Carrier Call in Matches. You can also view their entries in the Available Trucks File.
In TIN they will appear as grey trucks on the Main Map and below your loads on the right side of the screen.
POD Required for shipmentsCurrently there is no Permission to prevent a shipment from being Invoiced without having a POD on file.
The best way to handle a customer that requires POD's is to mark the following fields "N" in the Customer's file>(2) Setup > Accounting Setup:
Pre-Bill Released
Pre-Bill Delivered
Pre-Bill Covered
Also, put comments on Screen 1 of the Customer File for Billing Notes
__________________________________________________________________
To reverse a Quick Pay in the Purchase Journal:
1) Look up the Purchase Journal Entry
2) Press the E key to change the Purchase Journal back to Expected
3) Press U to update then delete the line with the Quick Pay
4) Manually adjust the Aging date to the original date
NOTE: The Quick Pay field at the left will still show a Q after the Quick Pay
line has been deleted, but this is only cosmetic.
__________________________________________________________________
The YTD is a calandar YTD Jan 1 to Dec 31
.
this data is informational only and does not tie into any processing or credit related issues, it may appear on some reports to show sales info for a company
.
this data will recalculate at then end of each calendar year
Please keep your eyes on the BLOG for the release of new features. We do have a pending job for viewing notes on released loads
_____________________________________________________
On screen 2 of an load in active dispatch, where do the setup/preference features at the bottom draw from?
These are drawn from screen 2 of the customer file, under Dispatch Setup.
Click Here To View Screenshot(s) For This Question
If the above link does work please copy and paste this URL into your web browser: http://aljex.aljex.com/cgi-bin/img.pdf?FLt8413G5yw2XT%2FEEmKj%2F0%2BSMId5o271kEml9rGhfA
-------------------------------------------------------------------------------
1) Is there a way to put in practical miles or agreed to miles in a Tag even if the company has PCMiler?
The answer is yes, below are the instructions:
Turn off mileage for 1 customer
1) Lookup the customer
2) Press 2 for dispatch options
3) Turn Mileage on or off as desired
Shipments to or from Canada, will be treated as if mileage is off
2) Is there a way for a satellite office to view their own loads only?
The answer is yes, below are the instructions:
First the employee has to be assigned to an agent office. Once this is complete, the employee can view only that offices loads by going into
Accounting>>Setup Menu>>Employee/User File>>Look up User>>once user is pulled up, press 8 for Agent Security screen. Here you will set Dispatch Security to Y.
Accounting>>Setup Menu>>Employee/User File>>Look up User>>once user is pulled up, press 8 for Agent Security screen. Here you will set Dispatch Security to Y.
The above changes will have to be done by who ever has Employee Permissions access in your office.
____________________________________________________
There was a question regarding mileage and extra picks
and stops. I did a little investigating & found some answers.
The mileage was not appearing after we added the last stop
because it was missing a zip code. This is a "safety feature" to alert
us there is no zip code in a pick or stop.
and stops. I did a little investigating & found some answers.
The mileage was not appearing after we added the last stop
because it was missing a zip code. This is a "safety feature" to alert
us there is no zip code in a pick or stop.
So, the answer is yes, it does calculate mileage
with extra picks & stops if you have PC Miler
integrated with Aljex.
________________________________________________with extra picks & stops if you have PC Miler
integrated with Aljex.
When a company uses a factor in Aljex - What does this mean?
Aljex will mirror the payment schedule & fee schedule of your factor. This will also include buybacks and the ability to factor or not factor individual invoices or customers.
Factoring is outsourcing of AR to receive your money overnight from 3rd party who will then collect from the customers
Requires setup & training from Aljex
This has an additional monthly cost
When a company uses a factor in Aljex - What does this mean?
Aljex will mirror the payment schedule & fee schedule of your factor. This will also include buybacks and the ability to factor or not factorindividual invoices or customers.
Factoring is outsourcing of AR to receive your money overnight from 3rd party who will then collect from the customers
Requires setup & training from Aljex
This has an additional monthly cost
____________________________________________
Any Carrier that receives a SmartSearch email can "Click to Add Available Trucks". There is no permission needed for the carrier to do this.
Their available trucks will show up in your SmartSearch as Carrier Call in Matches. You can also view their entries in the Available Trucks File.
In TIN they will appear as grey trucks on the Main Map and below your loads on the right side of the screen.
