CWD [Customer weekly deliveries]

Each order line within the CWD  displays the following associated data.

• DT - Icon displays to indicate if the customer has an active ‘Downtime’ event or a ‘Notify Further Actions’ event. Icons display as follows,

  • • • Red Icon - Active Downtime Event

      • Orange Icon - Active ‘Notify Further Actions’ Event

• Cust - Displays the Customer Code associated to the order

• Log Org - Displays the Logging Organisation Code associated to the order

• W/Group - Displays the WoodGroup Code associated to the order

• Source - Displays the Source Code associated to an order (where present)

• Daily Figures - For each weekday the following figures may present

  • • • Del (Delivered) - Total loads delivered for the day

      • Req (Required) - Total loads on order for the day 

      • 2Go (Remaining) - Loads on order less loads delivered for the day*

• Weekly Totals - A total of the requested orders and deliveries for the week

  • • • Del (Delivered) - Total loads delivered for the week*

      • Req (Required) - Total loads on order for the week

      • 2Go (Remaining) - Loads on order less loads delivered for the week*

• Comment - Displays any comments assigned to the order. Note where a comment exists against an order line the customer code for that line will display in blue.

Notes:

• Colours are applied to the delivered figures to indicate the current delivery status against orders, as follows

  • • Red - Deliveries exceed daily order 

    • Green - Deliveries are below daily order

• Delivery figures may be viewed either as 

  • • Actual - Deliveries for journeys where the delivery has been completed, i.e., journey status is X-Empty or Empty, or

    • Plan & Actual - Deliveries for all journeys irrespective of current status 

Sorting and Filtering the Display

The following filters and sort options exist within the CWD screen to allow you to control the data displayed.

Grouping:

The display order of the order lines within the CWD can be grouped with the following options.

• By Customer - When selected displays the order lines by Customer, by WoodGroup, by Log Org, by WoodSource. This is the default setting for the CWD.

• By WoodType - When selected, displays the order lines by WoodGroup, by Customer, by Log Org, by WoodSource

• By WoodSource - When selected, displays the order lines by WoodSource, by Customer, by WoodGroup, by Log Org

• By Grade? - This option allows for combining into a single order line all order lines with the same WoodGroup and Customer, i.e. combine all matching orders for all Log Orgs. Note when the By Grade option is selected you cannot edit orders.

• By Assoc? - This option allows you to view all orders for all customers associated with the same Parent Group as that assigned to the selected customer, i.e. where the same customer may have different Customer Codes for different Log Orgs, if they have the same Parent Group assigned you can use this option to present a combined view of all orders for all of these customers.

• Totals? - This option allows you to include or exclude from the display a total line for each specified grouping. This will be ticked by default and unticking will remove all totals including the overall total line at the bottom of all orders.

Filters:

• Date - Allows for selection of the required week to display. You can select this either by scrolling up or down using the arrows, or typing in the date of the first day of the week you wish to view.

• Log Org - The CWD can be filtered to display orders for a single Log Org or orders for all Log Orgs. When opening the screen, you will be prompted with the option to select a Log Org and you can either select a single Log Org, or click Cancel or hit the Escape Key to view all Log Orgs. When in the CWD screen you can also use the Log Org dropdown to select a new Log Org, or the ‘All’ button to view all Log Orgs. Notes,

  • • • Note: When selecting Log Orgs you must highlight those required and click on the OK button (you cannot double-click to select in this screen)

• Customer - The CWD can be filtered to display orders for a single customer or for all customers. When opening the screen, you are prompted with the option to select a customer and you can select either a single customer, or click Cancel or hit the Escape Key to view all customers. Notes,

  • • • When in the CWD screen you can also use the Customer dropdown to select a new customer, or the ‘All’ button to view all customers. 

      • Where a single customer is selected the ‘Prev’ and ‘Next’ buttons allow you to scroll forward or backwards through the list of customers, viewing a single customer at a time.

      • When the Customer list is presented in the Select Customer screen it displays by default the Customer Code and a Full Name. This can be changed to display the Customer Code and the name of the Company associated to the Customer if preferred [DB Setting: ShowCustomerComments]

• Stems - By ticking or unticking the Stems option you can include or exclude orders for WoodTypes established as Stems in the database - see Stems & WSD section below for more detail.

• Customer Type - By ticking or unticking the following options you can include or exclude orders from the display display their associated customers properties as established in the database.

  • • • Export? - Customers set as an Export Customer in the database.

      • Log Yards? - Customers set as a Logyard in the database.

      • Trans Bays? - Customers set as a Transfer Bay in the database.

      • Rail Heads? - Customers set as a Rail Head in the database.

      • Stg Pt? - Customers set as a Staging Point in the database.

• WoodSource - The WoodSource drop-down selection box at the bottom of the screen allows you to filter the display to show only those orders associated with a selected WoodSource. 

Event Logs

Within the CWD, active Event Log items will display in the Event Log display box at the bottom of the screen (yellow background) for the Customer associated with the highlighted order line . 

• Week Beginning: [Required] - Select the first day of the week the order is to be allocated. This is automatically populated as the week selected in the CWD but can be edited.

• Customer Code: [Required] - Select the customer against which the order is to be added from the Select Customer screen. Where the CWD is filtered by a single customer this will be automatically added.

• Wood Group: [Required] - Select the WoodGroup against which the order is to be added from the Select Customer WoodGroup screen.  

• Wood Source: [Optional] - Where applicable, select the WoodSource against which the order is to be assigned (from the Select Source screen). 

  • • • Note:  A WoodSource can be utilised as a visual trigger to identify to the dispatcher the preferred source for an order, or when fully implemented can be utilised to enforce uplift against an order from only gang locations with a matching WoodSource. Click on the WoodSource link for more information on its use.

• Log Org: [Required] - Select the Log Org against which the order is to be added. Where the CWD is filtered by a single Log Org this will be automatically added.

  • • • Note:  When a Log Org against an order is modified, checks are made to ensure the Customer, WoodGroup and WoodSource (if added) all have relationships with the new Log Org and if not, you will be prompted to reselect these entities.

• Qty Requested: [Optional] - Add the number of loads required for the order. This may be left as zero.

• Daily Distribution: [Required] - Where the Order Quantity is greater than zero the loads must be allocated across the days of the week so as to sum to the Order Quantity total. 

  • • • When a weekly order is first added this is automatically spread across the remaining working days of the week, e.g. if the set days of the week worked are Monday to Friday and an order is added on a Monday, then the order will be allocated as a ⅕ of the total order on each day, whereas if the order is added on a Wednesday the order will be allocated as a ⅓ each Wednesday to Friday.

      • Daily orders can be manually edited but the sum of the daily values must equal the total order before it can be saved. 

      • Respread - This function allows the weekly order to be respread across the work days of the week. The respread outcome is dependent on the remaining unfulfilled order (Qty Requested - Delivered), the current day of the week, the set Working Days and the DB Setting CWDRespread_LogOrg. Appendix 1 below outlines the details of the available respread methods.

• Comment: [Optional] - A comment can be added to the order if required. Where a comment is added the customer code on the order will be shown in blue.

• Don't Check for Over Delivery: [Optional] - When set this prevents the over-delivery warning from presenting when creating uplifts against the order when delivery quantities have reached or exceeded the total order for the week.

  • • • Note: This is automatically added to all orders for a customer where the customer in the Database has the ‘Don’t Check for Over Delivery’ option set.

• Auto-Adjust Orders: No longer applicable

• Certified Wood Sources: [Optional] - When set this will activate the requirement for uplifts to only be added against this order from Crew Locations where the Compartment or Forest is also set as a Certified WoodSource, (see Journeys section for more detail).

• Delivery Warning: [Optional] - A  note can be added against which will present as a warning when users are creating journeys against that order. 

Importing CWD Orders

CWD orders can be imported from a correctly formatted CSV. To import, 

1. From within the CWD screen, click on the 'Import' button.

2. From the windows file explorer screen that presents, navigate to the file location where the CWD import CSV has been saved and select the file, clicking the 'Open' button to start the import.

3. On the 'Import' notification message that presents, click 'Yes' to continue.

4. If the file is correctly formatted and contains data matching that in WSX, a 'Processing Data' message will present until the import is completed.

Note: Where there are errors with the file or any data within it, an error message will present. Clicking OK on the error message will prompt you to select a location to which the error file is to be written. Once the error file has been created you can open this and identify why the error has occurred and look to fix this in the file and reimport.

Editing an Order

Existing order lines can be edited by double-clicking on the line or highlighting and selecting the Change button. When editing an order, all of the options as outlined in the Adding an Order section above are presented and can be edited. 

If editing the Qty Requested you will be prompted with the option to reallocate the new quantity across the remaining days of the week. If you select,

• Yes - Daily values are reallocated as per the set reallocation rules (as outlined below in Appendix 1).

• No - Daily values remain unchanged and you are required to manually modify these to ensure the sum of daily values matches the weekly total.

Note: Where an order line already has uplifts planned or delivered against it the existing properties of the allocated Week, Log Org, Customer, WoodGroup and WoodSource cannot be changed. Where an attempt to modify such orders occurs you will be presented with the following notification.

Original Quantity Requested

Each CWD order line for the week has an associated Current Quantity Requested and an Original Quantity Requested, which when first added are equal. When an existing order is modified and the Quantity Requested is changed, the Current Quantity Requested value is updated and the Original Quantity Requested (recorded as the Quantity Requested when the order line was first added), may also be updated.

The ability to update the Original Quantity Requested when modifying an existing CWD order line is initially controlled by the DB Setting PromptOriginalRequestChange which when,

• Deactivated - Prevents updating of the Original Quantity Requested, i.e. the Quantity Request first added to the order cannot be changed during this process.

• Activated - Where the current date is,

  • • • Prior to the week start associated with the order - the Original Quantity Requested is automatically updated to match the modified value.

      • Equal to or post the week start associated to the order - You will be prompted with the option to update the Original Quantity Requested and where you select to,

        • • • Update - Original Order Requested is updated to current order value.

            • Don’t Update - Original Order Requested remains as previously set and only Current Order Request is updated.

Modification of the Original Quantity Requested

The View > Original Requests screen allows you to modify the Original Quantity Requested if required. This screen displays a simplified list of all the CWD orders for each week, showing against each order the current Quantity Requested and the Original Quantity Requested. Within this screen you can modify the Original Quantity requested without the need to modify the Current Quantity Requested. In general, this should only be undertaken if the order was initially added in error or has been missed.

WIthin this screen you can adjust the display to,

• Move between Weeks using the Week: selector

• Filter data by Log Org (or view by All Log Orgs - default)

To modify the Original Quantity Requested, highlight the line item and either double-click or select Change. Within the Change Original Request screen edit the Original Qty Rqd: field.

Appendix 1: Respread - Daily Order Reallocation

When utilising the Respread option within the Add/Change CWD screen the reallocation outcome is dependent on the remaining unfulfilled order, the current day of the week, the set Working Days and the DB Setting CWDRespread_LogOrg. The CWDRespreadLogOrg DB Setting allows for the following two methods of reallocating the orders,

Method 1: 

Reallocates the daily required values to match the delivered values for work days prior to the current, spreading the remaining unallocated Quantity Requested evenly over the current and remaining days, with the following exceptions. 

• • Where the current day is the only remaining work day, all outstanding Quantity Requested values are allocated to the current day

Method 2: 

Reallocates the daily required values to match the delivered values for work days days prior to the current, leaving the current days allocation as it stands and allocating the remaining required figures across the remaining work days after the current day, with the following exceptions,

• • Where the current day is the only remaining work day, all outstanding Quantity Requested values are allocated to the current day

  • Where at the time of reallocation, the allocated required figure on the current day is greater than the total remaining required figure, and the Delivery value is greater than the remaining required figure, the remaining required figure should be allocated in its entirety onto the current day.

  • Where at the time of reallocation, the allocated required figure on the current day is greater than the total remaining required figure, and the Delivery value is less than the remaining required figure, the remaining required figure should be spread evenly over the remaining days.