Contract Overview
The purpose of a Contract is to deliver an intended or agreed quantity. For this reason, MyTrucking will accurately update the remaining Contract Quantity with the actual quantity delivered.
To create a Contract, an initial job is created with the intended quantity (typically without a date so that it will be found in the Unscheduled Job section of the Daysheet). From the unscheduled job the Split Icon is clicked, and in the Split Job window the check box is ticked to mark this job as a Contract.
The details of the first load to be done is entered into the Split Job window and the job can be assigned a date and vehicle.
Contracts on the Daysheet
When a Contract is created, it is moved to the Contract section at the bottom of the Daysheet and the Split Icon changes to Green.
The Daysheet example below shows a Contract that has had job created and assigned to a vehicle and scheduled for delivery.
Note:
- A job that is created from a Contract has a Grey Icon and cannot be subsequently split.
- A Contract is the master or parent job that will show the remaining quantity intended to be delivered.
- A Contract is not actually delivered itself, so it does not have a job date and cannot be assigned to a vehicle.
Creating Jobs from the Contract
When additional jobs are to be created, the Green split icon is clicked on the Contract job. The details of the load to be delivered are entered and the Contract quantity is updated to reflect the remaining quantity.
The additional jobs will be created on the Daysheet with the Grey icon indicating they are from a Contract.
When actual quantities are returned via the Mobile App or updated on the Daysheet, the quantity of the Contract is updated with the revised quantity.
When creating a job from a Contract, the previous jobs can be seen in the Related Jobs window. These will total the quantity of the jobs created from the contract so far.
Clicking on any of the Job ID's in this window will open the Edit Job page for that job in a new tab on your browser.
Completing a Contract
When a Contract is completed, it is marked as Done on the Daysheet which will remove the job from the Contract section. The Contract will not move to the invoicing page and will be marked as Invoiced (Finished) on the Find Jobs page.
Setting Contracts to be the default
On your Profile page, you can select whether the Contract checkbox is on by default.
Please contact the MyTrucking Support Team if you have any questions regarding Contracts.
Regards,
The MyTrucking Support Team
