How can I filter drivers by terminal and shipments by dispatcher

In dispatch, go into Customizer

Click on the screenset you want to use

Click on Drivers and then click the + next to Filters

Click the New icon in the toolbar to create a new filter

Type Drivers by Terminal in the Description field (or whatever you prefer)

Remove the .T. in the Filter Condition field and copy\paste this into it:

TRIM(UPPER(TERMINAL)) = TRIM(UPPER("{1}")) .AND. (INTSTATUS1 != 'X') .AND. !(INACTIVE $ 'YT')

This will show active drivers by terminal

Change 'Number of Questions to ask' to '1'

In the text field enter "Enter Terminal"

Enter 10 for character response (unless you have a terminal more than 10 characters)

Click Apply.

 

Next, click on Shipments and click on Filters, then click the New button on the toolbar

Name this one Shipments by Dispatcher

Remove the .T. in the Filter Condition field and copy\paste this into it:

TRIM(UPPER(DISPATCHER)) = TRIM(UPPER("{1}")) .AND. STATUS1<>'D'

This tells it to show undelivered loads entered by a dispatcher

Change Number of questions to ask to 1

In the Text field, enter "Enter Dispatcher"

In 'Length of Response" enter 3 (max characters you can use to log into Dispatch)

Click Apply, then click Close

 

To test, open Dispatch

Make sure you are on the screen set you applied the filters to

Right click in the driver screen and select filter

Choose Driver by Terminal and Enter

You should be prompted to enter a Terminal, do so and click ok.

 

Next right click in the Shipment screen and select filter.

Choose Shipment by Dispatcher

Enter Dispatcher Initials and click Ok

You should now see all undelivered loads entered by that person.