Tracking New Information
Problem: Recently a customer had a situation where they wanted to track whether their trucks had bob-tail insurance. This was critical because some of their trucks didn't have insurance and certain claims weren't accepted because of this missing piece. The company was losing money because of it.
How We Resolved It
With the Custom Data Center, we added a new insurance expiry date field, added it to the tractor list in the customizer, highlighting it if it was ever empty or coming due in the next two weeks.
http://www.mtihorizon.com/documentation/HorizonCustomDataCenter.asp - This is a link to the full documentation on the Custom Data Center that explains how to add the field.
The field we added was named BTEXPIRY and we used a Date field type.
In the Customizer, the new field expression in the Tractor list was entered as:
LKUP("UDMFTRAC","FKID",unitno,"BTEXPIRY","","","","CUSDATA\UDMFTRAC")
And the back color expression to highlight it was:
LKUP("UDMFTRAC","FKID",unitno,"btexpiry","","","","CUSDATA\UDMFTRAC")<DATE()+14
Note that we simply used DATE( ) + 14 to ensure a two week window.
That was it!
With Form Validation, you could also put in a business rule that would prevent dispatchers from assigning trucks that didn't have bob-tail insurance. Same logic would apply as used for the Back Color Expression but this time instead of referring to unitno we would refer to ctractor.
LKUP("UDMFTRAC","FKID",ctractor,"btexpiry","","","","CUSDATA\UDMFTRAC")<DATE()+14
See the following procedure for adding a rule into Form Validation - but when doing this, use the Tractor Assignment event.
posted by Andrew MacNeill @ 7:44 AM
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