Invoice Management by Owner Operator
  • 06 Nov 2023
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Invoice Management by Owner Operator

  • Oscuro
    Ligero
  • PDF

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Resumen del artículo

The owner operator has the access to generate, update and send an invoice to their supervisor for review and approval for further payment.

Each Owner operator will have their own profiles where they can access their past invoices, create invoices and access their personal information's.

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 Owner Operator 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 required Invoice Management Business Workflow.

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Business Workflow – Invoice Management

  1. The Owner Operator can review all previous invoice forms in the dashboard.
    image

Owner Operator – 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

IMPORTANT NOTE:

Owner Operators can generate a single invoice per day.

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.

Picture9 - DLH_OO

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.

Picture10 - DLH_OO

Invoice Form - Create Button

  1. The generated invoice can be reviewed in the dashboard by clicking View Details button.
    Picture11 - DLH_OO

Invoice Form - Detail Button

image

Invoice Detail Form

All calculations will be available in invoice details form.

  1. Click Update button to edit any data point in invoice.
    Picture13 - DLH_OO

Update Button

  1. Once the details are edited, click on the Update button to save the updates.
    Picture14 - DLH_OO

Update Button

  1. Once the invoice is ready, click on the Send button to send it to Supervisor for review and approval.
    Picture15 - DLH_OO

Send Button

15.Click on the Download button shown below to download the invoice. This action can be done anytime (before or after sending the invoice to the Supervisor).

Picture16 - DLH_OO

Download Button


Access Delegation

This section explains how the Owner Operator can delegate the invoice creation access to another Owner Operator/Relief Driver.

1.Enter the URL https://assettrack.knnx.com/on your web browser.

  1. Enter your Owner Operator credentials and click on Sign in.

image

Sign in window

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

image

  1. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, Select the required Access Delegation Business Workflow.

image

Business Workflow – Access Delegation

  1. Click on the Create button at the top right of the screen.
    Picture18 - DLH_OO

Access Delegation - Create Button

6.Once clicked the Create button, the delegation form will appear and then, fill the below listed points:

  • “Delegated to” – to select the name of the Owner Operator who will be able to create invoices on your behalf.

  • “From_date” – start date of the access delegation.

  • “To_date” – end date of the access delegation.

Picture19 - DLH_OO

Access Delegation - Form

  1. Once the details are added, click on the Create button to generate the delegation, and then click Send button to enable access for another OO/Relief Driver.

Picture20 - DLH_OO

Access Delegation - Create

It is also possible to click the “Create And Send” button to enable access for another Owner Operator in one click.

  1. Created delegation request can be reviewed in the Dashboard panel.

image

Created Delegation Page

  1. Once the access is delegated to another OO (Owner Operator), the invoice can be created by the delegated Owner Operator on behalf of the Owner Operator who provided the delegation during the pre-defined period (Refer section Invoice creation on behalf of another Owner Operator for more details).

Invoice creation on behalf of another Owner Operator

This section explains how the Owner Operator with the delegated access can create and send an invoice on behalf of another Owner Operator.

1.Enter the URL https://assettrack.knnx.com/on your web browser.

  1. Enter your Owner Operator credentials and click on Sign in.

image

Sign in window

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

image

  1. Click on the Business Workflows page from the Navigation Panel on the left-hand side of the screen and then, select the required Invoice Delegation Business Workflow.
    image

Business Workflow – Access Delegation

  1. The Owner Operator can review all previous invoice forms in his dashboard.

image

Owner Operator – All previous invoice

  1. Click on the View Details button on the right side of the screen to view the invoices created on behalf of other Owner Operators.
    image

Load Listing Page - View Details

  1. To create the invoice, click on the Create button at the top right of the screen.

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Load Listing Page - Create Button

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

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Create Button - Invoice Form

Click the button in top right corner of the invoice creation page (shown below) to expand the page to add required data points.

Picture29 - DLH_OO

9.The following attributes (mandatory/optional) are required to fill in to generate 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.

Picture10 - DLH_OO

Invoice Form - Create Button

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

image

Invoice Form - Detail Button

Only the values entered by Owner Operator with delegated access will be visible. All calculations based on inputs will be visible only to the Owner Operator who delegated access and the other users of the “Invoice Management” workflow (Supervisor, Manager, Area Ops Manager and Payroll).

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

Picture33 - DLH_OO

Update Button

  1. Once the details are edited, click on the Update button to save the updates.
    Picture34 - DLH_OO

Update Button

  1. Once invoice is ready, click on the Send button to send it to the Supervisor of the Owner Operator who delegated his access.

Picture35- DLH_OO

Send Button

  1. The Owner Operator can review the invoice flow by clicking the Show Timeline button.

Picture36 - DLH_OO

Picture37 - DLH_OO

Show Timeline Button

  1. Until the Supervisor accepts the invoice, Owner Operator can revoke the invoice and make updates if required. Click the Revoke button to revoke and update the invoice. Once invoice is updated, click Send button to submit the invoice to the Supervisor.

Picture38 - DLH_OO

Revoke Button



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