Field Definitions: MS Mass Ticket Edit Form

The following is a list of field descriptions for the MS Mass Ticket Edit form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Filter Criteria: Sale Date

Enabled only when filtering by ‘Sale Date’.

Check this box to restrict ticket editing based on a ticket’s sale date.

Do not check this box if not using the sale date to restrict ticket editing.

Filter Value: From/Thru

Enabled only when filtering by ‘Sale Date’.

Specify the date from and through which to restrict ticket editing. Tickets with a sale date within this range will be included for editing.

Filter Criteria: From Location

Enabled only when filtering by ‘From Location’.

Check this box to restrict ticket editing based on a ticket’s ‘sold from’ location.

Do not check this box if not using the ‘sold from’ location to restrict ticket editing.

Filter Value: From Location

Enabled only when filtering by ‘From Location’.

Enter a valid ‘sold from’ location (IN Locations) by which to filter tickets for editing. Only tickets posted to this ‘sold from’ location will be included for editing.

Filter Criteria: Sale Type

Enabled only when filtering by ‘Sale Type’.

Check this box to restrict ticket editing based on a ticket’s sale type (i.e. Customer, Job, Inventory).

Do not check this box if not using the sale type to restrict ticket editing.

Filter Value: Sale Type

Enabled only when filtering by ‘Sale Type’.

Specify the sale type by which to filter tickets for editing. Only tickets posted to this sale type will be included for editing.

  • C-Customer

  • J-Job

  • I-Inventory

Once you have made you selection, additional restriction options will be enabled based on the sale type.

Filter Criteria: Customer

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer.

Check this box to restrict ticket editing based on a ticket’s customer.

Do not check this box if not restricting ticket editing for a specific customer.

Filter Value: Customer

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer, and ‘Customer’ option is checked.

Specify the customer (from AR Customers) by which to filter tickets for editing. Only tickets posted to this customer will be included for editing.

Filter Criteria: Customer Job

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer.

Check this box to restrict ticket editing based on a ticket’s customer job.

Do not check this box if not restricting ticket editing for a specific customer job.

Filter Value: Customer Job

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer, and ‘Customer Job’ option is checked.

Specify the customer job by which to filter tickets for editing. Only tickets posted to this customer job will be included for editing.

Filter Criteria: Customer PO#

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer.

Check this box to restrict ticket editing based on a ticket’s customer purchase order number.

Do not check this box if not restricting ticket editing for a specific customer purchase order number.

Filter Criteria: Hold

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer.

Check this box to restrict ticket editing based on a ticket’s ‘hold’ status.

Do not check this box if not restricting ticket editing based on a ticket’s ‘hold’ status.

Filter Value: Hold

Enabled only when filtering by ‘Sale Type’, where Sale Type is Customer, and ‘Hold’ option is checked.

Specify the hold status (Y=On Hold, N=Not on Hold) by which to filter tickets for editing. Only tickets with the hold status specified here will be included for editing.

Filter Criteria: JC Co#

Enabled only when filtering by ‘Sale Type’, where Sale Type is Job.

Check this box to restrict ticket editing based on a ticket’s JC company.

Do not check this box if not using the JC company to restrict ticket editing.

Filter Value: JC Co#

Enabled only when filtering by ‘Sale Type’, where Sale Type is Job and ‘JC Co#’ option is checked.

Specify the JC company by which to filter tickets for editing. Only tickets posted to this JC company will be included for editing.

Filter Criteria: Job

Enabled only when filtering by ‘Sale Type’, where Sale Type is Job.

Check this box to restrict ticket editing based on a ticket’s JC job.

Do not check this box if not using the JC job to restrict ticket editing.

Filter Value: Job

Enabled only when filtering by ‘Sale Type’, where Sale Type is Job and ‘Job’ option is checked.

Specify the JC job (from JC Jobs) by which to filter tickets for editing. Only tickets posted to this JC job will be included for editing.

Filter Criteria: IN Co#

Enabled only when filtering by ‘Sale Type’, where Sale Type is Inventory.

Check this box to restrict ticket editing based on a ticket’s IN company.

Do not check this box if not using the IN company to restrict ticket editing.

Filter Value: IN Co#

Enabled only when filtering by ‘Sale Type’, where Sale Type is Inventory and ‘IN Co#’ option is checked.

Specify the IN company by which to filter tickets for editing. Only tickets posted to this IN company will be included for editing.

Filter Criteria: Material

Enabled only when filtering by ‘Material’.

Check this box to restrict ticket editing based on a ticket’s material.

Do not check this box if not using the material to restrict ticket editing.

Filter Value: Material

Enabled only when filtering by ‘Material’ and ‘Material’ option is checked.

Specify the material (from HQ Materials) by which to filter tickets for editing. Only tickets posted with this material will be included for editing.

Filter Criteria: To Location

Enabled only when filtering by ‘Sale Type’, where Sale Type is Inventory.

Check this box to restrict ticket editing based on a ticket’s ‘sold to’ location.

Do not check this box if not using the ‘sold to’ location to restrict ticket editing.

Filter Value: To Location

Enabled only when filtering by ‘Sale Type’, where Sale Type is Inventory and ‘To Location’ option is checked.

Specify the ‘sold to’ location (IN Locations) by which to filter tickets for editing. Only tickets posted to this ‘sold to’ location will be included for editing.

Filter Criteria: UM

Enabled only when filtering by ‘Material’.

Check this box to restrict ticket editing based on a ticket’s unit of measure.

Do not check this box if not using the unit of measure to restrict ticket editing.

Filter Value: UM

Enabled only when filtering by ‘Material’ and ‘UM’ option is checked.

Specify the unit of measure (HQ Units of Measure) by which to filter tickets for editing. Only tickets posted with this unit of measure will be included for editing.

Filter Criteria: Unit Price

Enabled only when filtering by ‘Material’.

Check this box to restrict ticket editing based on a ticket’s unit price.

Do not check this box if not using the unit price to restrict ticket editing.

Filter Value: Unit Price

Enabled only when filtering by ‘Material’ and ‘Unit Price’ option is checked.

Specify the unit price by which to filter tickets for editing. Only tickets posted with this unit price will be included for editing.

Filter Value: ECM

Enabled only when filtering by ‘Material’ and ‘Unit Price’ option is checked.

Specify which quantity the unit price specified (in previous field) represents, and by which to filter tickets for editing.

  • E-Per Each

  • C-Per Hundred

  • M-Per Thousand

Filter Criteria: Material Phase

Enabled only when filtering by ‘Material’.

Check this box to restrict ticket editing based on a ticket’s material phase.

Do not check this box if not using the material phase to restrict ticket editing.

Filter Value: Material Phase

Enabled only when filtering by ‘Material’ and ‘Material Phase’ option is checked.

Specify the material phase (JC Phases) by which to filter tickets for editing. Only tickets posted to this material phase will be included for editing.

Filter Criteria: Material CT

Enabled only when filtering by ‘Material’.

Check this box to restrict ticket editing based on a ticket’s material cost type.

Do not check this box if not using the material cost type to restrict ticket editing.

Filter Value: Material CT

Enabled only when filtering by ‘Material’ and ‘Material CT’ option is checked.

Specify the material cost type (JC Cost Types) by which to filter tickets for editing. Only tickets posted to this material cost type will be included for editing.

Filter Criteria: Hauler Type

Enabled only when filtering by ‘Haul Type’.

Check this box to restrict ticket editing based on a ticket’s hauler type (Equipment or Haul Vendor).

Do not check this box if not using the hauler type to restrict ticket editing.

Filter Value: Hauler Type

Enabled only when filtering by ‘Haul Type’ and ‘Hauler Type’ option is checked.

Specify the hauler type by which to filter tickets for editing.

  • E-Equipment

  • H-Haul Vendor

  • N-None

Only tickets using this hauler type will be included for editing.

Filter Criteria: EM Co#

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Equipment.

Check this box to restrict ticket editing based on a ticket’s EM company.

Do not check this box if not using the EM company to restrict ticket editing.

Filter Value: EM Co#

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Equipment and ‘EM Co#’ option is checked.

Specify the EM company by which to filter tickets for editing. Only tickets with haul charges that specify this company will be included for editing.

Filter Criteria: Equipment

Enabled only when filtering by ‘Haul Type’, where Hauler Type is “Equipment”.

Check this box to restrict ticket editing based on a ticket’s equipment.

Do not check this box if not using the equipment to restrict ticket editing.

Filter Value: Equipment

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Equipment and ‘Equipment’ option is checked.

Specify the equipment (from EM Equipments) by which to filter tickets for editing. Only tickets with haul charges that specify this equipment will be included for editing.

Filter Criteria: Haul Vendor

Enabled only when filtering by ‘Haul Type’, where Hauler Type is “Haul Vendor”.

Check this box to restrict ticket editing based on a ticket’s haul vendor.

Do not check this box if not using the haul vendor to restrict ticket editing.

Filter Value: Haul Vendor

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Haul Vendor and ‘Haul Vendor’ option is checked.

Specify the haul vendor (from AP Vendors) by which to filter tickets for editing. Only tickets with haul charges that specify this vendor will be included for editing.

Filter Criteria: Truck

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Haul Vendor.

Check this box to restrict ticket editing based on a ticket’s truck.

Do not check this box if not using the truck to restrict ticket editing.

Filter Value: Truck

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Haul Vendor and ‘Truck’ option is checked.

Specify the truck (from MS Vendor Trucks) by which to filter tickets for editing. Only tickets with haul charges that specify this truck will be included for editing.

Filter Criteria: Haul Code

Enabled only when filtering by ‘Haul Type’.

Check this box to restrict ticket editing based on a ticket’s haul code.

Do not check this box if not using the haul code to restrict ticket editing.

Filter Value: Haul Code

Enabled only when filtering by ‘Haul Type’ and ‘Haul Code’ option is checked.

Specify the haul code (from MS Haul Codes) by which to filter tickets for editing. Only tickets with haul charges that specify this haul code will be included for editing.

Filter Criteria: Zone

Enabled only when filtering by ‘Haul Type’.

Check this box to restrict ticket editing based on a ticket’s haul zone.

Do not check this box if not using the haul zone to restrict ticket editing.

Filter Value: Zone

Enabled only when filtering by ‘Haul Type’ and ‘Zone’ option is checked.

Specify the haul zone by which to filter tickets for editing. Only tickets with haul charges that specify this haul zone will be included for editing.

Filter Criteria: Haul Phase

Enabled only when filtering by ‘Haul Type’.

Check this box to restrict ticket editing based on a ticket’s haul phase.

Do not check this box if not using the haul phase to restrict ticket editing.

Filter Value: Haul Phase

Enabled only when filtering by ‘Haul Type’ and ‘Haul Phase’ option is checked.

Specify the haul phase (JC Phases) by which to filter tickets for editing. Only tickets with haul charges that specify this haul phase will be included for editing.

Filter Criteria: Haul CT

Enabled only when filtering by ‘Haul Type’.

Check this box to restrict ticket editing based on a ticket’s haul cost type.

Do not check this box if not using the material cost type to restrict ticket editing.

Filter Value: Haul CT

Enabled only when filtering by ‘Material’ and ‘Haul CT’ option is checked.

Specify the haul cost type (JC Cost Types) by which to filter tickets for editing. Only tickets posted to this haul cost type will be included for editing.

Filter Criteria: Revenue Code

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Equipment.

Check this box to restrict ticket editing based on a ticket’s revenue code.

Do not check this box if not using the revenue code to restrict ticket editing.

Filter Value: Revenue Code

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Equipment and ‘Revenue Code’ option is checked.

Specify the revenue code (from EM Revenue Codes) by which to filter tickets for editing. Only tickets with haul charges that specify this revenue code will be included for editing.

Filter Criteria: Pay Code

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Haul Vendor.

Check this box to restrict ticket editing based on a ticket’s pay code.

Do not check this box if not using the pay code to restrict ticket editing.

Filter Value: Pay Code

Enabled only when filtering by ‘Haul Type’, where Hauler Type is Haul Vendor and ‘Pay Code’ option is checked.

Specify the pay code (from MS Pay Codes) by which to filter tickets for editing. Only tickets with haul charges that specify this pay code will be included for editing.

Filter Criteria: Tax Code

Enabled only when filtering by ‘Tax’.

Check this box to restrict ticket editing based on a ticket’s tax code.

Do not check this box if not using the tax code to restrict ticket editing.

Filter Value: Tax Code

Enabled only when filtering by ‘Tax’ and ‘Tax Code’ option is checked.

Specify the tax code (from HQ Tax Codes) by which to filter tickets for editing. Only tickets that specify this tax code will be included for editing.

Edit Criteria: Sale Date

Enabled only when editing by Sale Date.

Indicate whether to edit the sale date on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Sale Date on qualifying tickets will be changed to the value specified to the right.

Edit Value: Sale Date

Enabled only when editing by Sale Date, where Sale Date option is set to 2 (Value).

Specify the date that will become the new sale date on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: From Location

Enabled only when editing by From Location.

Indicate whether to edit the ‘from location’ on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The From Location on qualifying tickets will be changed to the value specified to the right.

Edit Value: From Location

Enabled only when editing by From Location, where From Location option is set to 2 (Value).

Specify the location (from IN Locations) that will become the new ‘from location’ on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Sale Type

Enabled only when editing by Sale Type.

This option (in conjunction with the value specified to the right) is only used to determine which set of secondary criteria will be displayed. No changes will be made to a ticket’s sale type.

  • 0-N/C– No change.

  • 2-Value – Display edit criteria based on the Sale Type specified to the right.

Edit Value: Sale Type

Enabled only when editing by Sale Type, where Sale Type option is set to 2 (Value).

Specify the sale type.

  • C-Customer

  • J-Job

  • I-Inventory

This option is only used to determine which set of secondary criteria will be displayed below. No changes will be made to a ticket’s sale type.

Edit Criteria: Customer

Enabled only when editing by Sale Type, where Sale Type is Customer.

Indicate whether to edit the customer on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Customer on qualifying tickets will be changed to the value specified to the right.

Edit Value: Customer

Enabled only when editing by Sale Type, where Sale Type is Customer, and the Customer option is set to 2 (Value).

Specify the customer (from AR Customers) that will become the new customer on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Customer Job

Enabled only when editing by Sale Type, where Sale Type is Customer.

Indicate whether to edit the customer job on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Customer Job on qualifying tickets will be changed to the value specified to the right.

Edit Value: Customer Job

Enabled only when editing by Sale Type, where Sale Type is Customer, and the Customer Job option is set to 2 (Value).

Specify the customer job that will become the new customer job on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Customer PO#

Enabled only when editing by Sale Type, where Sale Type is Customer.

Indicate whether to edit the customer PO# on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Customer PO# on qualifying tickets will be changed to the value specified to the right.

Edit Value: Customer PO#

Enabled only when editing by Sale Type, where Sale Type is Customer, and the Customer PO# option is set to 2 (Value).

Specify the customer PO# that will become the new customer PO# on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Hold

Enabled only when editing by Sale Type, where Sale Type is Customer.

Indicate whether to edit the hold status on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Hold status on qualifying tickets will be changed to the value specified to the right.

Edit Value: Hold

Enabled only when editing by Sale Type, where Sale Type is Customer, and the Hold option is set to 2 (Value).

Specify the new hold status (Y=On Hold, N=Not on Hold) for qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: JC Co#

Enabled only when editing by Sale Type, where Sale Type is Job.

Indicate whether to edit the JC Co# on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The JC company on qualifying tickets will be changed to the value specified to the right.

Edit Value: JC CO#

Enabled only when editing by Sale Type, where Sale Type is Job, and the JC Co# option is set to 2 (Value).

Specify the JC company that will become the new JC Co# on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Job

Enabled only when editing by Sale Type, where Sale Type is Job.

Indicate whether to edit the job on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Job on qualifying tickets will be changed to the value specified to the right.

Edit Value: Job

Enabled only when editing by Sale Type, where Sale Type is Job, and the Job option is set to 2 (Value).

Specify the job (from JC Jobs) that will become the new job on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: IN Co#

Enabled only when editing by Sale Type, where Sale Type is Inventory.

Indicate whether to edit the IN Co# on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The IN company on qualifying tickets will be changed to the value specified to the right.

Edit Value: IN Co#

Enabled only when editing by Sale Type, where Sale Type is Inventory, and the IN Co# option is set to 2 (Value).

Specify the IN company that will become the new ‘IN Co#’ on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: To Location

Enabled only when editing by Sale Type, where Sale Type is Inventory.

Indicate whether to edit the ‘sold to location’ on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The To Location on qualifying tickets will be changed to the value specified to the right.

Edit Value: To Location

Enabled only when editing by Sale Type, where Sale Type is Inventory, and the To Location option is set to 2 (Value).

Specify the location (from IN Locations) that will become the new ‘to location’ on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Material

Enabled only when editing by Material.

Indicate whether to edit the material on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Material on qualifying tickets will be changed to the value specified to the right.

Edit Value: Material

Enabled only when editing by Material, where the Material option is set to 2 (Value).

Specify the material (from HQ Materials) that will become the new material on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: UM

Enabled only when editing by Material.

Indicate whether to edit the unit of measure on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The unit of measure on qualifying tickets will be changed to the sales unit of measure specified on a quote, or if no quote exists, the standard sales unit of measure for the material as specified in HQ Materials. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The UM on qualifying tickets will be changed to the value specified to the right.

Note: Changing the unit of measure may require converting the units sold. Make sure you set the Material Units option appropriately (i.e. 0-N/C or 1-Default).

Edit Value: UM

Enabled only when editing by Material, where the UM option is set to 2 (Value).

Specify the unit of measure (from HQ Units of Measure) that will become the new unit of measure on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Note: Changing the unit of measure may require converting the units sold. Make sure you set the Material Units option appropriately (i.e. 0-N/C or 1-Default).

Edit Criteria: Material Units

Enabled only when editing by Material.

Indicate whether to edit the material units on qualifying tickets (i.e. those that meet all the “Filter” criteria). This feature is used only to convert units from one unit of measure to another. If you need to change the actual number of units sold on a ticket, you must do that manually in MS Ticket Edit.

  • 0-N/C– No change.

  • 1-Default – The material units on qualifying tickets will be converted to the new unit of measure. This option may also be used to convert tickets weighed and uploaded in English TONS to Metric TONS.

If not changing any other values, click the Process button to implement the change.

Note: If changes are made to the material units on a ticket, depending on how payment discounts are calculated (i.e. rate of gross or flat amount per unit) you may want to set the Discount Basis option (Tax & Discount Criteria) to 1 (Default).

Edit Criteria: Unit Price

Enabled only when editing by Material.

Indicate whether to edit the unit price on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The unit price on qualifying tickets will be changed based on related factors (e.g. Customer, Customer Job, From Location, Material, U/M, Pricing Option, etc.). If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Unit Price on qualifying tickets will be changed to the value specified to the right.

Edit Value: Unit Price/ECM

Enabled only when editing by Material, where the Unit Price option is set to 2 (Value).

Specify the unit price that will become the new unit price on qualifying tickets. Then to the right of this field, specify which quantity the unit price represents (E=Per Each, C=Per Hundred, or M=Per Thousand). If not changing any other values, click the Process button to implement the change.

Edit Criteria: Material Phase

Enabled only when editing by Material, and applies only to Job sales.

Indicate whether to edit the material phase on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The material phase on qualifying tickets will be changed to the material phase specified for the material on a quote, or if no quote exists, the standard material phase defined in HQ Materials. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Material Phase on qualifying tickets will be changed to the value specified to the right.

Edit Value: Material Phase

Enabled only when editing by Material, where the Material Phase option is set to 2 (Value). Applies only to Job sales.

Specify the material phase that will become the new material phase on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Material CT

Enabled only when editing by Material, and applies only to Job sales.

Indicate whether to edit the material cost type on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The material cost type on qualifying tickets will be changed to the material cost type specified for the material on a quote, or if no quote exists, the standard material cost type defined in HQ Materials. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Material CT on qualifying tickets will be changed to the value specified to the right.

Edit Value: Material CT

Enabled only when editing by Material, where the Material CT option is set to 2 (Value). Applies only to Job sales.

Specify the material cost type that will become the new material cost type on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul Type

Enabled only when editing by Hauler Type.

Indicate whether to edit the haul type on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Haul Type on qualifying tickets will be changed to the value specified to the right.

Edit Value: Haul Type

Enabled only when editing by Hauler Type, where the Haul Type option is set to 2 (Value).

Specify the haul type that will become the new haul type on qualifying tickets.

  • E-Equipment

  • H-Haul Vendor

  • N-None

If not changing any other values, click the Process button to implement the change.

Edit Criteria: EM Co#

Enabled only when editing by Haul Type, where the Haul Type option is set to 2 (Value), and Haul Type is Equipment.

Indicate whether to edit the EM company on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The EM company on qualifying tickets will be changed to the value specified to the right.

Edit Value: EM Co#

Enabled only when editing by Haul Type, where Haul Type is Equipment and the EM Co# option is set to 2 (Value).

Specify the EM company that will become the new EM Co# on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Equipment

Enabled only when editing by Haul Type, where the Haul Type option is set to 2 (Value), and Haul Type is Equipment.

Indicate whether to edit the equipment on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Equipment on qualifying tickets will be changed to the value specified to the right.

Edit Value: Equipment

Enabled only when editing by Haul Type, where Haul Type is Equipment and the Equipment option is set to 2 (Value).

Specify the equipment (from EM Equipments) that will become the new equipment on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Vendor

Enabled only when editing by Haul Type, where the Haul Type option is set to 2 (Value), and Haul Type is Haul Vendor.

Indicate whether to edit the haul vendor on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The Haul Vendor on qualifying tickets will be changed to the value specified to the right.

Edit Value: Vendor

Enabled only when editing by Haul Type, where Haul Type is Haul Vendor and the Vendor option is set to 2 (Value).

Specify the vendor (from AP Vendors) that will become the new haul vendor on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Truck #

Enabled only when editing by Haul Type, where the Haul Type option is set to 2 (Value), and Haul Type is Haul Vendor.

Indicate whether to edit the truck number on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Truck # on qualifying tickets will be changed to the value specified to the right.

Edit Value: Truck #

Enabled only when editing by Haul Type, where Haul Type is Haul Vendor and the Truck # option is set to 2 (Value).

Specify the truck (from AP Vendor Trucks) that will become the new truck on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul Code

This field is only enabled when 2-Value is selected in the Haul Type field.

Indicate whether to edit the haul code on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The haul code on qualifying tickets will be changed to the haul code specified on a quote, or if no quote exists, the standard haul code defined in HQ Materials. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Haul Code on qualifying tickets will be changed to the value specified to the right.

Note: Changing the Haul Code may require a change to the Haul Basis (e.g. change from an hourly to a unit based haul code). Make sure you set the Haul Basis option appropriately (i.e. 0-N/C or 1-Default). This option should also be reviewed carefully if Material Units are changed in any way.

Edit Value: Haul Code

Enter a haul code of press F4 to select one from a list. Haul codes are created and maintained using the MS Haul Codes form.

If the haul code that you select is set up as a revenue based haul code, you must also select a revenue code in the Revenue Code field. A haul code is revenue based if the Use EM Revenue/Hauler Pay Amounts box on the MS Haul Codes form is checked.

Note: Changing the Haul Code may require a change to the Haul Basis (e.g. change from an hourly to a unit based haul code). Make sure you set the Haul Basis option appropriately (i.e. 0-N/C or 1-Default). This option should also be reviewed carefully if Material Units are changed in any way.

Edit Criteria: Zone

Enabled only when editing by Haul Type, where the Haul Type option is set to 2 (Value).

Indicate whether to edit the zone on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 2-Value – The zone on qualifying tickets will be changed to the value specified to the right.

Edit Value: Zone

Enabled only when editing by Haul Type and the Zone field is set to 2-Value.

Specify the zone that will become the new zone on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul Basis

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value).

Indicate whether to edit the haul basis on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The haul basis on qualifying tickets will be changed to the haul basis defined for the specified haul code in MS Haul Codes. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul Rate

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value).

Indicate whether to edit the haul rate on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The haul rate on qualifying tickets will be changed based on related factors (e.g. customer, customer job, from location, material, hauler, truck type, haul code, etc.). If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Haul Rate on qualifying tickets will be changed to the value specified to the right.

Edit Value: Haul Rate

Enabled only when editing by Haul Type, where the Haul Rate option is set to 2 (Value).

Specify the haul rate that will become the new haul rate on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul Phase

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value).

Indicate whether to edit the haul phase on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The haul phase on qualifying tickets will be changed to the haul phase specified on a quote, or if no quote exists, the standard haul phase defined in HQ Materials. If no haul phase defined for the material, then defaults to the material phase specified on the ticket. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Haul Phase on qualifying tickets will be changed to the value specified to the right.

Edit Value: Haul Phase

Enabled only when editing by Haul Type, where the Haul Phase option is set to 2 (Value).

Specify the haul phase that will become the new haul phase on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Haul CT

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value).

Indicate whether to edit the haul cost type on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The haul cost type on qualifying tickets will be changed to the haul cost type specified on a quote, or if no quote exists, the standard haul cost type defined in HQ Materials. If no haul cost type defined for the material, then defaults to the material cost type specified on the ticket. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Haul CT on qualifying tickets will be changed to the value specified to the right.

Edit Value: Haul CT

Enabled only when editing by Haul Type, where the Haul CT option is set to 2 (Value).

Specify the haul cost type that will become the new haul cost type on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Revenue Code

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Equipment.

Indicate whether to edit the revenue code on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The revenue code on qualifying tickets will be changed to the revenue code for the specified equipment in EM Equipments. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Revenue Code on qualifying tickets will be changed to the value specified to the right.

Edit Value: Revenue Code

Enter a revenue code or press F4 to select one from a list. Revenue codes are created and maintained using the EM Revenue Codes form.

If you select a haul based revenue code, you must also select a haul code in the Haul Code field. A revenue code is haul based if the Use EM Revenue/Hauler Pay Amounts box on the MS Haul Codes form is checked.

Edit Criteria: Revenue Basis

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Equipment.

Indicate whether to edit the revenue basis on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The revenue basis on qualifying tickets will be changed to the revenue basis defined for the specified revenue code in EM Revenue Codes. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Revenue Rate

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Equipment.

Indicate whether to edit the revenue rate on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The revenue rate on qualifying tickets will be changed based on related factors (e.g. equipment, job/job template, rate overrides, revenue template, etc.). If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Revenue Rate on qualifying tickets will be changed to the value specified to the right.

Edit Value: Revenue Rate

Enabled only when editing by Haul Type, where Haul Type is Equipment, and the Revenue Rate option is set to 2 (Value).

Specify the revenue rate that will become the new revenue rate on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Pay Code

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Haul Vendor.

Indicate whether to edit the pay code on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The pay code on qualifying tickets will be changed to the pay code defined for the vendor and specified truck in MS Vendor Trucks. If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Revenue Code on qualifying tickets will be changed to the value specified to the right.

Edit Value: Pay Code

Enabled only when editing by Haul Type, where Haul Type is Haul Vendor, and the Pay Code option is set to 2 (Value).

Specify the pay code that will become the new pay code on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Pay Basis

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Haul Vendor.

Indicate whether to edit the pay basis on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The pay basis on qualifying tickets will be changed to the pay basis defined for the specified pay code in MS Pay Codes. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Pay Rate

Enabled only when editing by Haul Type, where Haul Type option is set to 2 (Value), and the Haul Type is Haul Vendor.

Indicate whether to edit the pay rate on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The pay rate on qualifying tickets will be changed based on related factors (e.g. vendor, truck, pay code, pay basis, location group, etc.). If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Pay Rate on qualifying tickets will be changed to the value specified to the right.

Edit Value: Pay Rate

Enabled only when editing by Haul Type, where Haul Type is Haul Vendor, and the Pay Rate option is set to 2 (Value).

Specify the pay rate that will become the new pay rate on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Tax Type

Enabled only when editing by Tax & Discount.

Indicate whether to edit the tax type on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 2-Value – The Tax Type on qualifying tickets will be changed to the value specified to the right.

Edit Value: Tax Type

Enabled only when editing by Tax & Discount, where the Tax Type drop-down is set to 2-Value.

Specify the tax type that will become the new tax type on qualifying tickets.

  • 1-Sales

  • 2-Use

  • 3-VAT (Value Added Tax)

Note: If you wish to clear the tax type from selected transactions, select the "blank" (null) option from the drop-down.

If not changing any other values, click the Process button to implement the change.

Edit Criteria: Tax Code

Enabled only when editing by Tax & Discount.

Indicate whether to edit the tax code on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The tax code on qualifying tickets will be changed based on the Tax Option specified in MS Company Parameters. (e.g. if tax code default is based on sale type and purchaser, and a quote exists for the purchaser, then use tax code from the quote. If no quote exists, then use tax code AR Customers, JC Jobs, or IN Locations, depending on the purchaser.) If not changing any other values, click the Process button to implement the change.

  • 2-Value – The Tax Code on qualifying tickets will be changed to the value specified to the right.

Note: If any of the taxable amounts (material or haul total) are to be changed on a ticket because of the selected edit options, you may want to set the Tax Basis change option to 1 (Default).

Edit Value: Tax Code

Enabled only when editing by Tax & Discount, and the Tax Code option is set to 2 (Value).

Specify the tax code that will become the new tax code on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Note: If any of the taxable amounts (material or haul total) are to be changed on a ticket because of the selected edit options, you may want to set the Tax Basis change option to 1 (Default).

Edit Criteria: Tax Basis

Enabled only when editing by Tax & Discount.

Indicate whether to edit the tax basis on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The tax basis on qualifying tickets will be changed to equal the ticket’s current material total, and will include total haul charges if haul charges are taxable. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Discount Rate

Enabled only when editing by Tax & Discount, and applies only to Customer sales.

Indicate whether to edit the discount rate on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The discount rate on qualifying tickets will be changed based on the payment terms assigned to the customer. If rate-based payment terms, will use the rate assigned in HQ Payment Terms. If material-based payment terms, rate will either come from the quote (overrides or discount template), the discount template assigned to the customer (AR Customers), or HQ Materials (standard discount rate).

  • 2-Value – The Discount Rate on qualifying tickets will be changed to the value specified to the right.

Edit Value: Discount Rate

Enabled only when editing by Tax & Discount, where Discount Rate option is set to 2 (Value). Applies only to Customer sales.

Specify the discount rate that will become the new discount rate on qualifying tickets. If not changing any other values, click the Process button to implement the change.

Edit Criteria: Discount Basis

Enabled only when editing by Tax & Discount, and applies only to Customer sales.

Indicate whether to edit the discount basis on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C– No change.

  • 1-Default – The discount basis on qualifying tickets will be changed based on the payment terms. If payment terms are material-based, and the material’s discount type is “Unit”, then basis will be the material units sold. If discount type is “Rate”, discount basis will be equal to the material total. If payment terms are not material-based, discount basis will be equal to the material total, plus haul charges.

If not changing any other values, click the Process button to implement the change.

Edit Criteria: Tax Discount

Enabled only when editing by Tax & Discount. Only applies to Customer sales, and only if “Include Tax in Discount Offered” is in use (AR Company Parameters)..

Indicate whether to edit the tax discount on qualifying tickets (i.e. those that meet all the “Filter” criteria).

  • 0-N/C – No change.

  • 1-Default – The tax discount on qualifying tickets will be changed to equal the Tax Rate times the Discount Offered.

If not changing any other values, click the Process button to implement the change.

Edit Criteria: Re-Create Surcharges

Enabled only when editing by ‘Surcharges’.

Check this box to recreate surcharges for all tickets in batch, regardless of whether changes are made to the parent ticket. When changes are made to a parent ticket, the system automatically reassesses its surcharges. However, if this box is checked, surcharges will also be reassessed for parent tickets not affected by mass edit changes.

Uncheck this box to have surcharges reassessed only when changes are made to a parent ticket. If the values for a parent ticket are not changed during the mass edit process, the original surcharges for that ticket will be left intact.