- 18 Dec 2023
- 4 Minutes à lire
- Impression
- SombreLumière
- PDF
Invoice Management by Relief Driver
- Mis à jour le 18 Dec 2023
- 4 Minutes à lire
- Impression
- SombreLumière
- PDF
The Relief Driver has the access to generate and update an invoice prior to sending it to the Owner Operator for review and approval.
The Relief Drivers will have their own profiles which will be set up by the Supervisor and where they can review past invoices created on behalf of one or more Owner Operator.
Never share your login credentials with anyone. These credentials are for your use only to access the invoice management platform.
Invoice Creation & Submission
1.Enter the URL https://assettrack.knnx.com/ on your web browser.
- Enter your Relief Driver credentials and click on Sign in.
Sign in window
Password must be at least 6 characters long and include an uppercase letter, digits, and special characters.
Change your password every 180 days.
After 3 failed attempts, your account will be locked.
To reset your password, click the Reset Password button. You will receive an email notification with instructions.
- Enter the Tenant Name and click on Continue to Login, if required.
- Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, Select the Relief Driver Business Workflow.
Business Workflow – Relief Driver
- The Relief Driver can review all previous invoice forms in the dashboard.
Relief Driver – All previous invoice
- Click on the View Details button on the right side of the screen to view the invoice details.
Load Listing Page - View Details
- Click on the Create button at the top right of the screen.
Load Listing Page - Create Button
- Once clicked on Create button, invoice form will appear to fill out the required data points.
Create Button - Invoice Form
Click the button at the top right corner of the invoice form creation page (shown below) to expand the page to add required data points.
Invoice Form - Expand Page
- The following attributes (mandatory/optional) are required to be filled out to generate an invoice:
# | Attribute Name | Type | Tag group | Mandatory (Yes/No) | Condition |
---|---|---|---|---|---|
1 | Date | Datepicker | User Information | YES | |
2 | Check_Ride | Dropdown | User Information | YES | |
3 | Rental_vehicle | Dropdown | Vehicle Information | NO | Required if rental vehicle is used. |
4 | Rental_Vehicle_Plate_Number | Textbox | Vehicle Information | NO | Required if rental vehicle is used. |
5 | Vehicle_Kms_Departing_Facility | Textbox | Vehicle Information | YES | |
6 | Vehicle_Kms_Arriving_Facility | Textbox | Vehicle Information | YES | |
7 | Part_of_Sort | Dropdown | Route Activity | NO | Required if OO is involved in the sorting activities. |
8 | Sorting_Hours | Textbox | Route Activity | NO | Required if OO is involved in the sorting activities. |
9 | Number_of_Delivery_stops | Textbox | Route Activity | YES | |
10 | Number_of_Pick_Up_stops | Textbox | Route Activity | YES | |
11 | Number_of_Pieces_Loaded | Textbox | Route Activity | YES | |
12 | Any_Second_Attempts | Dropdown | Route Activity | NO | Required if any second attempts to deliver are made |
13 | Number_of_Second_Attempts | Textbox | Route Activity | NO | Required if any second attempts to deliver are made |
14 | Number_of_Delivery_pieces | Textbox | Route Activity | YES | |
15 | Number_of_Pieces_Picked_Up | Textbox | Route Activity | YES | |
16 | Not_Delivered | Textbox | Exceptions | YES | |
17 | Any_Missed_Pick_Ups | Dropdown | Exceptions | NO | Required if any missed pick up |
18 | Number_of_Missed_Pick_Ups | Textbox | Exceptions | NO | Required if any missed pick up |
19 | Any_Additional_Charges | Dropdown | Additional Charges | NO | Required if any additional charges |
20 | Additional_Charge_type | Dropdown | Additional Charges | NO | Required if any additional charges |
21 | Additional_Charge_Amount | Textbox | Additional Charges | NO | Required if any additional charges |
22 | Upload_Proof | File upload | Additional Charges | NO | Required if any additional charges |
23 | Any_Parking_ticket | Dropdown | Additional Charges | NO | Required if any parking ticket |
24 | Ticket_Issued_Date | Dropdown | Additional Charges | NO | Required if any parking ticket |
25 | Parking_Ticket_ID | Textbox | Additional Charges | NO | Required if any parking ticket |
26 | Ticket_Amount | Textbox | Additional Charges | NO | Required if any parking ticket |
27 | Upload_Ticket_Proof | File upload | Additional Charges | NO | Required if any parking ticket |
28 | Any_calls | Dropdown | Additional Charges | NO | Required if calls were done |
29 | Call_count | Textbox | Additional Charges | NO | Required if calls were done |
30 | Supporter | Dropdown | Supporter | NO | Required if Supporter is involved |
31 | Number_of_Pieces_Loaded_by_Supporter | Textbox | Supporter | NO | Required if Supporter is involved |
32 | Number_of_Delivery_pieces_by_Supporter | Textbox | Supporter | NO | Required if Supporter is involved |
33 | Number_of_Pieces_Picked_Up_by_Supporter | Textbox | Supporter | NO | Required if Supporter is involved |
34 | Total_Pieces_Supporter | Dynamic | Supporter | NO | Required if Supporter is involved |
35 | Any_Missed_Pick_Ups_by_Supporter | Dropdown | Supporter | NO | Required if Supporter is involved |
36 | Number_of_Missed_Pick_Ups_by Supporter | Textbox | Supporter | NO | Required if Supporter is involved |
Sorting hours for Winnipeg location must not be more than 8 hours.
Sorting hours can be added only in full digits or with .25, .5 and .75 decimals (Example: 3; 3.25; 3.5; 3.75).
- Once the details are added, click on the Create button to generate invoice.
Invoice Form - Create Button
- The generated invoice can be reviewed in the dashboard by clicking View Details button.
Invoice Form - Detail Button
Invoice Detail Form
All calculations will be available in the invoice details form.
- Click the Update button to edit any data point in invoice.
Update Button
- Once the details are edited, click on the Update button to save the updates.
Update Button
- Once the invoice is ready, click on the Send button to send it to Owner Operator.
Send Button