Invoice Management by Relief Driver
  • 18 Dec 2023
  • 4 読む分
  • PDF

Invoice Management by Relief Driver

  • PDF

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記事の要約

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.

IMPORTANT NOTE:

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.

  1. Enter your Relief Driver credentials and click on Sign in.

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Sign in window

Log in Details:
  • 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.

  1. Enter the Tenant Name and click on Continue to Login, if required.

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  1. 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.

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Business Workflow – Relief Driver

  1. The Relief Driver can review all previous invoice forms in the dashboard.
    Picture41

Relief Driver – All previous invoice

  1. Click on the View Details button on the right side of the screen to view the invoice details.

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Load Listing Page - View Details

  1. Click on the Create button at the top right of the screen.

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Load Listing Page - Create Button

  1. Once clicked on Create button, invoice form will appear to fill out the required data points.

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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.

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Invoice Form - Expand Page

  1. The following attributes (mandatory/optional) are required to be filled out to generate an invoice:
#Attribute NameTypeTag groupMandatory (Yes/No)Condition
1DateDatepickerUser InformationYES
2Check_RideDropdownUser InformationYES
3Rental_vehicleDropdownVehicle InformationNORequired if rental vehicle is used.
4Rental_Vehicle_Plate_NumberTextboxVehicle InformationNORequired if rental vehicle is used.
5Vehicle_Kms_Departing_FacilityTextboxVehicle InformationYES
6Vehicle_Kms_Arriving_FacilityTextboxVehicle InformationYES
7Part_of_SortDropdownRoute ActivityNORequired if OO is involved in the sorting activities.
8Sorting_HoursTextboxRoute ActivityNORequired if OO is involved in the sorting activities.
9Number_of_Delivery_stopsTextboxRoute ActivityYES
10Number_of_Pick_Up_stopsTextboxRoute ActivityYES
11Number_of_Pieces_LoadedTextboxRoute ActivityYES
12Any_Second_AttemptsDropdownRoute ActivityNORequired if any second attempts to deliver are made
13Number_of_Second_AttemptsTextboxRoute ActivityNORequired if any second attempts to deliver are made
14Number_of_Delivery_piecesTextboxRoute ActivityYES
15Number_of_Pieces_Picked_UpTextboxRoute ActivityYES
16Not_DeliveredTextboxExceptionsYES
17Any_Missed_Pick_UpsDropdownExceptionsNORequired if any missed pick up
18Number_of_Missed_Pick_UpsTextboxExceptionsNORequired if any missed pick up
19Any_Additional_ChargesDropdownAdditional ChargesNORequired if any additional charges
20Additional_Charge_typeDropdownAdditional ChargesNORequired if any additional charges
21Additional_Charge_AmountTextboxAdditional ChargesNORequired if any additional charges
22Upload_ProofFile uploadAdditional ChargesNORequired if any additional charges
23Any_Parking_ticketDropdownAdditional ChargesNORequired if any parking ticket
24Ticket_Issued_DateDropdownAdditional ChargesNORequired if any parking ticket
25Parking_Ticket_IDTextboxAdditional ChargesNORequired if any parking ticket
26Ticket_AmountTextboxAdditional ChargesNORequired if any parking ticket
27Upload_Ticket_ProofFile uploadAdditional ChargesNORequired if any parking ticket
28Any_callsDropdownAdditional ChargesNORequired if calls were done
29Call_countTextboxAdditional ChargesNORequired if calls were done
30SupporterDropdownSupporterNORequired if Supporter is involved
31Number_of_Pieces_Loaded_by_SupporterTextboxSupporterNORequired if Supporter is involved
32Number_of_Delivery_pieces_by_SupporterTextboxSupporterNORequired if Supporter is involved
33Number_of_Pieces_Picked_Up_by_SupporterTextboxSupporterNORequired if Supporter is involved
34Total_Pieces_SupporterDynamicSupporterNORequired if Supporter is involved
35Any_Missed_Pick_Ups_by_SupporterDropdownSupporterNORequired if Supporter is involved
36Number_of_Missed_Pick_Ups_by SupporterTextboxSupporterNORequired if Supporter is involved
Important notes:
  • 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).

  1. Once the details are added, click on the Create button to generate invoice.

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Invoice Form - Create Button

  1. The generated invoice can be reviewed in the dashboard by clicking View Details button.
    Picture101

Invoice Form - Detail Button

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Invoice Detail Form

All calculations will be available in the invoice details form.

  1. Click the Update button to edit any data point in invoice.
    Picture121

Update Button

  1. Once the details are edited, click on the Update button to save the updates.
    Picture131

Update Button

  1. Once the invoice is ready, click on the Send button to send it to Owner Operator.
    Picture141

Send Button



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