Report

You need a listing of loads that have been paid more than once (accidentally) for the same load.

Focus:

Focus of Report is to provide a detailed listing, by load, of who has been paid more than once for an activity activity. You can use this report as a diagnostic tool to identify loads that have been paid (more than once) in error. The most common source of multi-pay errors is overlapping pay contracts that are setup to pay the same activity on wood delivered out of the same block. For example you could set up a duplicate contract to pay two different vendors for loads from the same block.

Selection Window:

The selection window allows you to filter the report by:

Date Range: You can either select a pay period, or you can simply enter the start and end date directly into the selection criteria window. The Period selection is merely a short-cut for entering a date range, so you can always edit the start and end dates to be any date you choose. For example, you can pick a period defined as 8/1/2004 to 8/12/2004, and then extend the end date by three days to 8/15/2004. If you leave the end time blank, the program will assume you want the entire day for the end date. In the example below, the start date/time is 8/1/2004 00:00:00 (a blank is assumed to be time 00:00:00) and the end date/time is 8/15/2004 00:00:00. Because the end date time is blank (or 00:00:00), the program assumes you want the whole day of the 15th and makes the end date/time 8/16/2004 00:00:00. In the selection query, the program returns records whose start date/time is greater than OR equal to the start/date time and strictly less than the end date/time.
Note: for report information that is based on load tickets, the report uses the Date Out (not the Date In).
Block: You can select any or all of your blocks
The "Only Print Raw Data" option generates a report with the report detail, but with no subtotals or totals.

Detailed Description:

The report shows all payments for each load on an activity-by-activity basis. The columns are:

Date: Haul date of the load
Block Code: Source Block of the Loads
Ticket: Load ticket number
Load No: Internal load tracking number (unique number assigned to each load)
Destination: Destination of the Loads
Net: Net (Gross less Tare) load weight
Volume: Volume of the load. The unit of measure for the volume is based on the unit of measure identified for the source block when it was setup.
Pay Activity: Activity Paid
Contract: Contract under which activity was paid
Payee: Who was paid
Pay Rate: Pay rate
Pay Weight: Pay units used for calculating payments. May be true weight measures like tonnes or tons, but may be a volume measure like cubic metres, thousand board feet or cords.
Pay: Amount Paid

Multiple rows should appear for each load that has been paid more than once.

Key Notes:

Report covers all loads
Calculators for Employee pay and for Vendor Pay must be run in order for payment data to appear in the report.
One common source of multi-pay errors is when a load has been paid in one pay period. Then the date on the load is moved to a different pay period and paid in the new pay period. The load will appear to have been paid in both periods -- hence a multi-pay error. The key here is to re-run the pay calculators for the first period; this step deletes the original payment and leaves the second (presumably correct) payment.

Report:

Example One:

Example Report 1 shows the report where the "Sort by Date/Time" has been selected. In this example, loads are sorted by date, and then by block for each date. In this example, there are two pay contracts ("2BR - TRUCKING" and "WK - TRUCKING") that have both paid a set of loads for the loading ("LOAD") activity. If this duplication is in error, you would review each contract and identify the terms that are incorrect.

Example Report 1

Load Paid, Multi-Pay (#309)