EN not allocated fillings: Unterschied zwischen den Versionen
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==Preamble== | ==Preamble== | ||
Under certain circumstances fillings without assignment can occur in Autopoll. So it is recommended to periodically check "not assigned" fillings. In any case a check should be executed before the invoicing, before exporting fillings, before analysing vehicle consumptions and/or during analysing stock differences. | |||
==How to check "not assigned/allocated" fillings ?== | ==How to check "not assigned/allocated" fillings ?== | ||
* Under [[EN_help_info|"Help-Info"]] you will find in the lowermost row the number of "not assigned" fillings done with "station"-cards. | * Under [[EN_help_info|"Help-Info"]] you will find in the lowermost row the number of "not assigned" fillings done with "station"-cards. | ||
* Under [[ | * Under [[EN_fillings_without_assignment | "Evaluations-Fills without allocation"]] you can create a report, which lists, after a previous selection, all "not assigned" fillings. | ||
==How and when do "not assigned/allocated" fillings occur ?== | ==How and when do "not assigned/allocated" fillings occur ?== | ||
Case 1: | Case 1: | ||
By doing a polling with the card reader (selected option fillings) the fillings will be transmitted to Autopoll process number by process number and stored unassigned in the Autopoll database. When all fillings are transmitted the automatical assignment of the just polled fillings should be executed after the connection to the card reader is being closed. If something unforeseen happens on the computer which blocks Autopoll or the connection to the card reader is being interrupted abruptly, the process is being finished and the automatic assignment will not be executed. So every just polled filling is not assigned. | |||
Characteristics: | Characteristics: | ||
* | * these fillings have continuous process numbers and belong to one polling action | ||
* | * these fillings are missing the company, the vehicle and/or driver and often the product too | ||
* | * if the products are missing, these fillings do not reduce the tank level | ||
Case 2: | Case 2: | ||
At the moment of the automatic assignment of fillings during a card reader polling (selected option fillings) the transmitted card is not in the Autopoll database or the corresponding card exists but has no assigned vehicle or driver. In both cases the filling cannot be assigned. | |||
Characteristics: | Characteristics: | ||
* | * these fillings have no continuous process numbers, instead they are fillings in between normal fillings | ||
* | * these fillings are missing the company and the vehicle and/or driver. The products have been assigned normally | ||
==How to re-assign "not assigned/allocated" fillings later ?== | ==How to re-assign "not assigned/allocated" fillings later ?== | ||
In case 1: | In case 1: | ||
You can execute an automatic reassignment of these fillings by [[EN_Re_Allocation | Actions-Re-Allocation]] . | |||
In | In this case the following activations/selections have to be done: | ||
* | * activate and select the exact periode (from - to) | ||
* | * activate and select the affected card reader | ||
* | * activate the option "only not allocated transactions" | ||
* | * activate the type of filling "Local cards","Cash","EC","Credit" and "Fleet", if the corresponding type of filling should be assigned (*1) | ||
(*1) | (*1) There are customers who do not assign EC- or Cash- or Creditcard fillings, because they do not want to process these fillings any further in Autopoll (e.x. invoicing, exporting, analysing). | ||
In case 2: | In case 2: | ||
You can check with the report "Fills without allocation" whether the card exists or not respectively why this card no vehcile or driver is assigned to. Afterwards enter the card or assign a vehicle or driver to that card. That prevents from new fillings done with that card not being assigned. The fillings then can be searched, filtered, opened via "Data-Filling Records". Select a company, vehicle and/or driver and save these manual changes. Manually changed fillings will be displayed in the list in blue colour. | |||
Or you can assign these fillings by using the [[EN_Re_Allocation | Actions-Re-Allocation]] with the pre-selection "only not allocated transactions" - local cards. | |||
[[Kategorie:EN_Basis]][[Kategorie:EN_Kontrolle]] | [[Kategorie:EN_Basis]][[Kategorie:EN_Kontrolle]] | ||
Aktuelle Version vom 29. März 2021, 07:59 Uhr
Preamble
Under certain circumstances fillings without assignment can occur in Autopoll. So it is recommended to periodically check "not assigned" fillings. In any case a check should be executed before the invoicing, before exporting fillings, before analysing vehicle consumptions and/or during analysing stock differences.
How to check "not assigned/allocated" fillings ?
- Under "Help-Info" you will find in the lowermost row the number of "not assigned" fillings done with "station"-cards.
- Under "Evaluations-Fills without allocation" you can create a report, which lists, after a previous selection, all "not assigned" fillings.
How and when do "not assigned/allocated" fillings occur ?
Case 1: By doing a polling with the card reader (selected option fillings) the fillings will be transmitted to Autopoll process number by process number and stored unassigned in the Autopoll database. When all fillings are transmitted the automatical assignment of the just polled fillings should be executed after the connection to the card reader is being closed. If something unforeseen happens on the computer which blocks Autopoll or the connection to the card reader is being interrupted abruptly, the process is being finished and the automatic assignment will not be executed. So every just polled filling is not assigned.
Characteristics:
- these fillings have continuous process numbers and belong to one polling action
- these fillings are missing the company, the vehicle and/or driver and often the product too
- if the products are missing, these fillings do not reduce the tank level
Case 2:
At the moment of the automatic assignment of fillings during a card reader polling (selected option fillings) the transmitted card is not in the Autopoll database or the corresponding card exists but has no assigned vehicle or driver. In both cases the filling cannot be assigned.
Characteristics:
- these fillings have no continuous process numbers, instead they are fillings in between normal fillings
- these fillings are missing the company and the vehicle and/or driver. The products have been assigned normally
How to re-assign "not assigned/allocated" fillings later ?
In case 1: You can execute an automatic reassignment of these fillings by Actions-Re-Allocation . In this case the following activations/selections have to be done:
- activate and select the exact periode (from - to)
- activate and select the affected card reader
- activate the option "only not allocated transactions"
- activate the type of filling "Local cards","Cash","EC","Credit" and "Fleet", if the corresponding type of filling should be assigned (*1)
(*1) There are customers who do not assign EC- or Cash- or Creditcard fillings, because they do not want to process these fillings any further in Autopoll (e.x. invoicing, exporting, analysing).
In case 2: You can check with the report "Fills without allocation" whether the card exists or not respectively why this card no vehcile or driver is assigned to. Afterwards enter the card or assign a vehicle or driver to that card. That prevents from new fillings done with that card not being assigned. The fillings then can be searched, filtered, opened via "Data-Filling Records". Select a company, vehicle and/or driver and save these manual changes. Manually changed fillings will be displayed in the list in blue colour.
Or you can assign these fillings by using the Actions-Re-Allocation with the pre-selection "only not allocated transactions" - local cards.