Help:SET-Join Jobs on File Number

Join Jobs on File Number

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Important: This as an advanced utility that requires help from the Direct Systems Support staff to access.

Join Jobs Main Screen

This option is used to join Master Job records after a Van Line Agent has completed a Multi-Company conversion.

Permissions

You will be prompted to log in using the Dispatch Log In screen. The DM1 password record must have the following permissions set:

Permission	Description
01	Access All Companies
09	Edit Company Jobs
18	View Completed Jobs
19	Remove Shipments
41	Access Jobs For All Coordinators
51	Edit Work Tickets
56	Access Work Tickets For All Dispatchers

Note: We suggest giving the User full DM1 permissions.

Form Layout

Service Type: Use this drop-box to select a specific Service Control for the initial Job analysis.

Show All Services: Check this box to show all services in the Service Type drop-box, including non-program controlled. (Service ID 100+)

Important: Narrowing the affected Jobs by Service Type is only effective for Van Line Jobs where the Service Type is under program control. For all other Service Types, we suggest selecting 'Include All Services' from the drop-box for the most reliable results.

Active Jobs Only: Check this box to only include active Jobs in the analysis.

[Analyze] Press this button to start the Job analysis. The results are collected directly below in the Duplicate File Numbers collection.

[Back] Press this button to navigate backwards one item in the Duplicate File Numbers collection.

[Next] Press this button to navigate forwards one item in the Duplicate File Numbers collection.

Job IDs List: This list displays an identifier (JobID - Status - CompanyID) for the shipments that ARE NOT to be joined. Click on a Job ID from this list to select. The Job will be displayed in the Selected Job control directly below the list.

Job IDs to Join List: This list displays an identifier (JobID - Status - CompanyID) for the shipments that ARE to be joined. Click on a Job ID from this list to select and click a second time to toggle the item's checkbox. Only one item may be checked at a time and this indicates that the checked Job is the 'master', the base job that will retain all of it's records when the changes are committed to the database. The Job will be displayed in the Selected Job control directly below the list.

[ >> ] Press this button to add all of the Jobs to the Join List

[ > ] Press this button to add the selected Job to the Join List

[ < ] Press this button to remove the selected Job from the Join List

[ << ] Press this button to remove all of the Jobs from the Join List

Mark To Join: Check this box to indicate that your selections in the Join List are final and ready to be committed to the database. This checkbox will only be enabled if proper criteria is met: At least 2 Jobs on the Join List, one of which is checked as 'master'.

[Commit] Press this button to commit the current Join List to the database. See below for the affected tables and fields.

[Commit All] Press this button to commit all uncommitted Join Lists that have their Mark To Join box checked.

Selected Job: Use these controls to view the selected Job's raw data from all tables involved in the joining process.

[Edit Job] Press this button to edit or view (finished jobs) the corresponding Selected Job using an IBS Company Job screen.

[OK] Press this button to close this window and return to the previous screen.

[Cancel] Press this button to close this window and return to the previous screen. This button will also abort during the analysis process

[Help] Press this button to call the Help Screen.

Procedure

1. Select a specific Service from the drop-box
2. Press the [Analyze] button to begin the Job analysis according to the following criteria:
   • Jobs must be of the specified Service Type
   • At least 2 Jobs must be found with a duplicate File Number
   • At least 1 of the found Jobs must be active if 'Active Jobs Only' is checked
   • At least 2 of the found Jobs must have different Company/Branch combos
3. A progress bar will appear to the left of the [Analyze] button along with a counter for the number of Jobs analyzed. The rest of the form will be disabled during the analysis but you can still press the [Cancel] button at the bottom of the form to abort the process. You must restart from step 1 if you cancel.
4. Press the [Next] button to move to the first item in the Duplicate File Numbers collection. This will load the Job IDs List with Job IDs.
5. Click on each Job ID and use the Selected Job control to determine which Jobs to add to the Job IDs to Join List as well as which Job should be 'master'. Here are a few tips:
   • It is a good idea to keep the Active Jobs Only box checked for analysis. This will ensure that there is at least one active Job, one of which should normally be considered to be the 'master'.
   • We suggest adding one single Job for each unique Company/Branch combo to the Join List.
   • In some cases there will be multiple finished Jobs for a given Company/Branch combo in the Job List. This is due to the fact that you had to clone an historical shipment to reactivate it in the TPS system. If there are multiples, you can use the Audit Date at the bottom of the Job tab to determine which Job the newest.
   • The Company Jobs tab contains some of the most important information to help you make your decisions such as the Company ID, Branch ID and Status.
6. If the proper criteria is met then check the Mark For Join box to indicate that the list is ready to be committed to the database.
7. At this point you can either press the [Next] button to move on or press the [Commit] button to immediately commit the changes to the database. If you press the [Commit] button then you will still need to press [Next] once the commit is complete. After you press [Next] then go back and repeat step 5 on for each item in the Duplicate File Numbers collection.
8. Once you have reached the end of the Duplicate File Numbers collection you can either press the [Back] button to verify information or press the [Commit All] button to send all uncommitted changes to the database.
9. Each commit also writes a record to the Van Line Job Link table for use with any of Direct System's Van Line Connect products.
10. Press the [Ok] button to close the form when you are done.

Affected Tables/Fields

The following tables are involved in the joining process.

Scope pertains to whether the table is enterprise or company specific. Records in enterprise specific tables will get deleted, merged or retained (if they are 'master' records.) All records in company specific tables will be retained but re-assigned the Job ID from the 'master'.

Table	Description	Scope
DJJobMaster	Job Master	enterprise
DJJobCredit	Credit/Billing	enterprise
DJJobMilitary	Military	enterprise
DJJobAgents	Van Line Agents	enterprise
DJJobDates	Control Dates	enterprise
DJJobAddress	Addresses	enterprise
DJJobBulky	Bulky Items	enterprise
DJJobContainers	Containers	enterprise
DJJobEmail	Email Addresses	enterprise
DJJobInstructions	Instructions	enterprise
DJJobLookup	Misc Lookups	enterprise
DJJobMisc	Misc Fields	enterprise
DJJobNotes	Notes	enterprise
DJJobPhones	Phone Numbers	enterprise
DJJobServices	3rd-Party Services	enterprise
CTFiles	Images and Letters	enterprise
DJJobSIT	S.I.T.	enterprise
DJJobLog	Audit Trail	enterprise
DMCompanyJob	Company Job	company
DMInvoice	Invoices	company
DMWorkTicket	Work Tickets	company
TMTaskList	Task List	company

DJJobMaster

The Job Master table contains shipment information that is enterprise wide, meaning that the data belongs to every DMCompanyJob record that is attached to it. Below is a listing of the fields in the table along with their location on the Shipment screen.

Field	Location
JobID	Top of Job screen
FileNumber	Top of Job screen
AlternateKey	Top of Job screen
LocalKey	Top of Job screen
ServiceID	Top of Job screen
LastName	Top of Job screen
FirstName	Top of Job screen
JobAlert	Other tab under Special Job Alert
SelfHaul	Top of Job screen
Military	Checkbox at the top of Job screen
OriginCity	Pulled from the first Origin address
OriginState	Pulled from the first Origin address
OriginCountry	Pulled from the first Origin address
DestinationCity	Pulled from the first Destination address
DestinationState	Pulled from the first Destination address
DestinationCountry	Pulled from the first Destination address
OriginZone	General Information tab directly below the Addresses
DestinationZone	General Information tab directly below the Addresses
EstimateType	Van Line tab directly below the Van Line Agencies
EstimatedLinehaul	Other tab under Estimates
EstimatedCharges	Other tab under Estimates
EstimatedWeight	Other tab under Estimates
EstimatedCubes	Other tab under Estimates
EstimatedPieces	Other tab under Estimates
ActualLinehaul	Other tab under Actual
ActualCharges	Other tab under Actual
ActualWeight	Other tab under Actual
ActualCubes	Other tab under Actual
ActualPieces	Other tab under Actual
BillingWeight	Other tab under Actual
Density	Other tab under Actual
Miles	Other tab under Actual
ReweighRequired	Other tab under Actual
ContainerCount	Pulled from the number of Containers
Tariff	Other tab under Tariff Information
TariffDateTime	Other tab under Tariff Information
TariffSection	Other tab under Tariff Information
InsuranceType	Other tab under Insurance Information
InsuranceFactor	Other tab under Insurance Information
InsuranceValuation	Other tab under Insurance Information
BillingType	Other tab at bottom left
PricingType	Other tab at bottom left
WeightType	Other tab at bottom left
DiscountType	Other tab under Tariff Information
DiscountRate	Other tab under Tariff Information
PrepaidAmount	Other tab at the bottom
GrossWeight	Other tab under Actual
TareWeight	Other tab under Actual
ReweighGross	Other tab under Actual
ReweighTare	Other tab under Actual

DJJobCredit

This table contains the Credit information and all of the fields can be accessed from the [National Account/Credit] button.

DJJobMilitary

This table contains the Military information and all of the fields can be accessed from the [Military Information] button.

DJJobAgents

This table contains the Van Line Agencies information and all of the fields can be accessed from the Van Line tab under Van Line Agencies.

DJJobDates

This table contains the Date information and all of the fields can be accessed from the General Information tab under Control Dates.

DJJobAddress

This table contains the Address information and all of the fields can be accessed from the General Information tab under Addresses.

DJJobBulky

This table contains the Bulky Item information and all of the fields can be accessed from the [Bulky Articles] button.

DJJobContainers

This table contains the Container information and all of the fields can be accessed from the Containers tab under Shipping Containers.

DJJobEmail

This table contains the E-mail Address information and all of the fields can be accessed from the [E-mail Addresses] button.

DJJobInstructions

This table contains the Instruction information and all of the fields can be accessed from the Instructions tab under either Main Job or Van Line.

DJJobLookup

This table contains the Misc Lookup information and all of the fields can be accessed from the Misc Fields tab under Misc Lookup Fields.

DJJobMisc

This table contains the Misc Field information and all of the fields can be accessed from the Misc Fields tab under Misc Fields.

DJJobNotes

This table contains the Note information and all of the fields can be accessed from the Notes tab.

DJJobPhones

This table contains the Phone Number information and all of the fields can be accessed from the General Information tab under Phone Numbers.

DJJobServices

This table contains the 3rd-Party Services information and all of the fields can be accessed from the [Additional Services] button.

CTFiles

This table contains the Images and Letters and can be accessed from the [Images] and [Letters] buttons.

DJJobSIT

This table contains the S.I.T. information and all of the fields can be accessed from the [SIT Information] button.

DJJobLog

This table contains the Audit Trail information and all of the fields can be accessed from the [View Audit Log] button.

DMCompanyJob

This table contains shipment information specific to a Company/Branch combo. All of this information will be retained but assigned a new JobID. Below is a listing of the fields in the table along with their location on the Shipment screen.

Field	Location
CompanyID	Top of Job screen
JobControlID	Top of Job screen
Status	Top of Job screen
CurrentlyInSIT	Pulled from SIT records
SITLocationID	Pulled from SIT records
SITExpiresDateTime	Pulled from SIT records
UseDispatch	Other tab under Actual
UseBilling	General Information tab under Job Controls
MoveCoordinator	Other tab under Responsible Employees
BillingCoordinator	Other tab under Responsible Employees
WorkTickets	General Information tab under Work Controls
Dispatched	General Information tab under Work Controls
Billed	General Information tab under Work Controls
Branch	Top of Job screen
JobNumber	Other tab under Job Costing Information
JobSource	Other tab under Job Costing Information
ShipmentSource	Other tab under Job Costing Information
ShipmentType	Other tab under Job Costing Information
ShipmentSubType	Other tab under Job Costing Information
DateOffered	Bottom of the Other tab
OfferedBy	Bottom of the Other tab
DateBooked	Bottom of the Van Line tab directly below Van Line Agencies
BookedWith	Bottom of the Van Line tab directly below Van Line Agencies
ClaimFiled	General Information tab under Job Controls
Salesperson	Other tab under Responsible Employees
Driver	Other tab under Responsible Employees
EstimatedRevenue	Other tab under Estimates
DeadHeadMiles	Bottom of the Other tab
CancelledDateTime	General Information tab under Job Controls
CancelledBy	General Information tab under Job Controls
ReasonCancelled	General Information tab under Job Controls
DateFinished	General Information tab under Work Controls
CreatedBy	Very bottom of the General Information tab
CreatedOn	Very bottom of the General Information tab
Customer	Very bottom of the Other tab

DMInvoice

This table contains the Invoice information and all of the fields can be accessed from the [Billing Charges] button.

DMWorkTicket

This table contains the Work Ticket information and all of the fields can be accessed from the [Work Tickets] button.

TMTaskList

This table contains the Job specific Tasks and can be accessed from the [Tasks] button.