When entering tickets, material units are either entered manually, calculated based on the material’s unit of measure and the vehicle’s net weight (gross minus tare weight), or calculated based on the number of loads and the vehicle’s capacity.
Typically, you will use manual entry when no haul charges are entered on the ticket.
Units Sold Based on Net Weight
When material units calculate based on the ‘net weight’ of a haul, you should consider the following:
Set the Weight Option in IN Locations to Tons, Lbs, or Kilograms for the sales location.
Specify a Weight Conversion factor for non-stocked materials in HQ Materials.
Specify a Weight Conversion factor for stocked materials in IN Location Materials.
The vehicle’s weight and weight unit of measure must be defined in EM Equipment (materials hauled with own equipment) or MS Vendor Trucks (materials hauled using haul vendor).
If the Sales UM differs from the standard unit of measure, you must have a conversion set up in HQ Material Units of Measure.
The Weight Option section in IN Locations determines whether the gross, tare, and net weights on tickets and hauler time sheets are expressed in tons, pounds, or kilograms. If the vehicle’s weight unit of measure differs from the selected weight option, the system converts it to the location’s weight option in order to get an accurate net weight. For example, if the vehicle’s tare weight is in tons, and the weight option is lbs., the tare weight of vehicle converts to lbs. You must then enter the gross weight in lbs. in order for the correct net weight to be calculated. However, if the vehicle’s weight unit of measure is other than TON, LBS, or kg, no conversion occurs and the tare weight defaults as 0.00. You must then enter weights manually.
The net weight of the vehicle is determined by subtracting the tare weight from the gross weight. The net weight is then converted to the material’s standard unit of measure using the ‘weight’ conversion factor specified for the material in either HQ Materials (materials purchased from material vendor) or IN Location Materials (materials sold from on-hand stock). The weight units are then converted to the ‘sales’ unit of measure using the conversion factor specified for the material in HQ Material Units of Measure or IN Material Units of Measure, providing the material units (units sold) for the material.
If unable to default ‘units sold’ based on weight (i.e. no conversion is set up or the Weight Option is ‘None’), the form attempts to use the vehicle capacity and number of loads to determine the ‘units sold’. If a number of loads has been specified and the vehicle’s capacity is not null, and the volume or weight capacity unit of measure is convertible to the ticket's material unit of measure, then the ‘units sold’ will be the number of loads x the vehicle capacity. If not convertible, units sold will default as null.
Units Sold Based on Loads
If you are not using weights to provide a default for units sold (i.e. the gross or tare weights are 0.00, weight fields are removed from the Ticket Entry form, or the weight conversion factor is 0.00 for the material), then the capacity of the delivery vehicle and number of loads will be used to calculate the material units.
In order for this feature to be used, you must make sure that weight capacity information has been set up for the vendor truck (MS Vendor Trucks) or the equipment (in EM Equipment). If you also set up volume capacity for your equipment, this information may be used to calculated material units. Make sure the vehicle’s capacity unit of measure is valid for the material (i.e. set up for the material in HQ Material Units of Measure.)
Once the vendor truck or equipment is entered on a ticket or timesheet, the system will calculate units by multiplying the specified number of loads by the vehicle’s weight capacity. If using your own equipment, the volume capacity will be used if no weight capacity has been specified. The units are converted to the standard unit of measure for the material (using the conversion factor for the capacity unit of measure), then converted to the ‘sales’ unit of measure for the material using the conversion factor for the material.