1. CS3140 - Drum Order Management
People and Technology Creating a Safer, Cleaner Environment
Welcome to Drum Management Training. To advance this presentation use the play bar at the bottom of the page or use the menu to navigate directly to a desired section.
August 2013

2. Objectives Comprehension exam following the training Purpose:
- To understand the correct way of entering a drum order
Process:
Within this training module you will be going through a step by step process on how to enter a drum order.
Comprehension exam following the training
Payoff:
- All reps will be able to correctly enter a sales order
- An updated resource that can be accessed any time
The purpose of this training is To understand the correct way of entering a drum order
The process will be as follows:
Within this training module you will be going through a step by step process on how to enter a drum order.
Comprehension exam following the training
The Payoff is:
- All reps will be able to correctly enter a sales order
- An update resource that can be accessed any time

3. Benefits All orders created in advance of the scheduled service date.
Default Branch based on generator location is applied.
Job date is set to match the actual expected service date.
Updates to orders are completed real time as service needs and scheduled date changes are identified.
Order level Instructions are input on every sales order to define the scope and service needs of the customer.
Material and Supply needs are reviewed on every sales order.
Low Cost Routing Rules are applied to every order.
Restrictions are properly managed to meet customer routing requests/needs.
Logistics Workbench is reviewed immediately following order creation to validate accuracy of order scheduling information
Listed you will some key benefits on this training:
- All orders created in advance of the scheduled service date.
- Default Branch based on generator location is applied.
-Job date is set to match the actual expected service date.
- Updates to orders are completed real time as service needs and scheduled date changes are identified.
- Order level Instructions are input on every sales order to define the scope and service needs of the customer.
- Material and Supply needs are reviewed on every sales order.
- Low Cost Routing Rules are applied to every order.
- Restrictions are properly managed to meet customer routing requests/needs.
- Logistics Workbench is reviewed immediately following order creation to validate accuracy of order scheduling information

4. Getting Started
Access and Review Account Information through Beacon. The intention is for Beacon to be the main operating system from which to launch a variety of sales and service applications.
Review and validate the following account information:
Colink
Corp Address and Alternate Addresses
Contract linkage
Drum Transportation
Instructions: BILL and SCHD
Restriction linkage
Recovery Fee Set-up
Click on Open Order Tab. Remember to review open orders and manage details as needed to maintain a clean open order list.
Initiate a new order by clicking
Note: Drum Trans billing is automated. Proper Drum Trans setup prior to order management is imperative.
Getting started: All reps should be accessing and Reviewing Account Information through Beacon. The intention is for Beacon to be the main operating system from which to launch a variety of sales and service applications.
-Review and validate the following account information:
Colink
Corp Address and Alternate Addresses
Contract linkage
Drum Transportation
Instructions: BILL and SCHD
Restriction linkage
Recovery Fee Set-up
Click on Open Order Tab. Remember to review open orders and manage details as needed to maintain a clean open order list.
Initiate a new order by clicking the green plus sign
Note: Drum Trans billing is automated. Proper Drum Trans setup prior to order management is imperative.

5. Getting Started Continued
Start a new order by clicking here
Getting started continued:
Don’t forget to review account information and manage all open orders prior to starting any new sales orders.
Don’t forget to review account information and manage all open orders prior to starting any new sales orders.

6. Creating a New Drum Order
Select the proper segment and service line
Choose the proper Job Type
Creating a new drum order.
1. Select the proper segment and service line
2. Choose the proper Job Type
Validate the accuracy of the Order Branch and update as needed
Note: Sales order branch defaults to the TS Branch related to the Milkrun Zone where the Generator resides.
Validate the accuracy of the Order Branch and update as needed
Note: Sales order branch defaults to the TS Branch related to the Milkrun Zone where the Generator resides.

7. Company Level Schedule Instructions
Company Instructions Screen displays the SCHD type instructions from Beacon for both the customer and the generator codes on the order.
SCHD instructions should define any and all recurring scheduling needs for the account.
Confirm the accuracy of the instructions with the customer for every order.
Company Level Schedule Instructions:
Company Instructions Screen displays the SCHD type instructions from Beacon for both the customer and the generator codes on the order.
SCHD instructions should define any and all recurring scheduling needs for the account.
Confirm the accuracy of the instructions with the customer for every order.

8. Milkrun Schedules
All zip/postal codes in the US and Canada are loaded into a Milkrun Zone table.
Forecasting the Drum Shipping needs of our customers allows us to pre-schedule runs in small geographic areas leading to very efficient transportation.
Click on the appropriate AVAILABLE Scheduled Milkrun date or No Milkrun Date to continue.
Milkrun Status of A equals AVAILABLE and status of F equals FULL.
No direct communication with a transportation coordinator is required when an AVAILABLE Milkrun Schedule date is selected.
If a Scheduled Date is Full but requested by the customer, scheduling must be completed through direct contact with the local coordinator.
Milkrun Schedules:
All zip/postal codes in the US and Canada are loaded into a Milkrun Zone table.
Forecasting the Drum Shipping needs of our customers allows us to pre-schedule runs in small geographic areas leading to very efficient transportation.
Click on the appropriate AVAILABLE Scheduled Milkrun date or No Milkrun Date to continue.
Milkrun Status of A equals AVAILABLE and status of F equals FULL.
No direct communication with a transportation coordinator is required when an AVAILABLE Milkrun Schedule date is selected.
If a Scheduled Date is Full but requested by the customer, scheduling must be completed through direct contact with the local coordinator.

9. Customer Purchase Order Information
Obtaining accurate PO requirements and information is critical to ensuring timely payment of invoices
Validate current Rule Set up displayed. Input data as needed based on the rule
Refer to Course CS3260 Customer PO Management for additional details
Customer Purchase Order Information:
Obtaining accurate PO requirements and information is critical to ensuring timely payment of invoices
Validate current Rule Set up displayed. Input data as needed based on the rule
If PO Rule is incorrect click on the box that states “current PO Requirement Requires an Update”. This is where you can re-define the rule.
Refer to Course CS3260 Customer PO Management for additional details
If PO Rule is incorrect click on this box to re-define the rule.

10. COD Billing Instructions
Refer to Clean Harbors Policy and Procedure FN 12.0 for additional details.
15% price increase is required to be applied to all jobs for Customers with COD terms.
Price increase can be either incorporated in their quoted/contract rates or calculated on an order by order basis.
If the price increase has been incorporated into the quoted/contract prices, a BLAL instruction at the Company and/or Contract level must be entered.
BLAL instructions itemizing the charges used to calculate the COD amount are required on every COD order.
Use the COD worksheet to estimate the proper charges for the job.
COD Worksheet is a spreadsheet template used to record and calculate the value of the job.
COD Worksheet template is available in the Customer Service Folder on the H drive.
COD worksheet must be scanned as a worksheet against the job.
COD Billing Instructions:
Refer to Clean Harbors Policy and Procedure FN 12.0 for additional details.
15% price increase is required to be applied to all jobs for Customers with COD terms.
Price increase can be either incorporated in their quoted/contract rates or calculated on an order by order basis.
If the price increase has been incorporated into the quoted/contract prices, a BLAL instruction at the Company and/or Contract level must be entered.
BLAL instructions itemizing the charges used to calculate the COD amount are required on every COD order.
Use the COD worksheet to estimate the proper charges for the job.
COD Worksheet is a spreadsheet template used to record and calculate the value of the job.
COD Worksheet template is available in the Customer Service Folder on the H drive.
COD worksheet must be scanned as a worksheet against the job.

11. Sales Order Master Page
Add SCHD Instructions to every order to define CHI or Customer Trans and to define customer expectations.
Validate EPA ID number and make corrections directly on the order.
Update the Job Owner as needed when a Specialist is involved.
Sales Order Master Page:
Below are some key points to check for on the Sales Order Master Page:
Add SCHD Instructions to every order to define CHI or Customer Trans and to define customer expectations.
Validate EPA ID number and make corrections directly on the order
Update the Job Owner as needed when a Specialist is involved.
Job Type should only be changed to Cancelled when the order is not to be used.
Validate and set Scheduled Job Date to match actual date of service.
Job Type should only be changed to Cancelled when the order is not to be used.
Validate and set Scheduled Job Date to match actual date of service.

12. Sales Order Instructions
Identify if Clean Harbors or Customer Trans
When Clean Harbors Trans: Input Milkrun Number or Van when Dedicated Truck
When CUST Trans: enter expected location of customer drop off and date
Identify if Clean Harbors or Customer completing the paperwork.
Enter arrival time restrictions if applicable
Include estimated quantity of drums when the order is incomplete 
BLAL Instructions can be added by changing the instruction type
Sales Order Instructions:
Identify if Clean Harbors or Customer Trans
When Clean Harbors Trans: Input Milkrun Number or Van when Dedicated Truck
When CUST Trans: enter expected location of customer drop off and date
Identify if Clean Harbors or Customer completing the paperwork.
Enter arrival time restrictions if applicable
Include estimated quantity of drums when the order is incomplete 
BLAL Instructions can be added by changing the instruction type

13. Materials and Supplies
Default filter displays previously purchased items to allow efficient accurate processing.
Input the quantity for each item then save the screen.
If the item selected does not have a rate established in the STND Contract then SRP pricing will pull automatically.
Material and Supply Items are immediately saved as billable detail lines on the order to ensure that all delivered items are invoiced. No worksheet entry required.
The Packing List with customer signature validating delivery must be scanned to ensure accurate billing.
Materials and Supplies:
Default filter displays previously purchased items to allow efficient accurate processing.
Input the quantity for each item then save the screen.
If the item selected does not have a rate established in the STND Contract then SRP pricing will pull automatically.
Material and Supply Items are immediately saved as billable detail lines on the order to ensure that all delivered items are invoiced. No worksheet entry required.
The Packing List with customer signature validating delivery must be scanned to ensure accurate billing.

14. Customer Inventory Process Flow
Process Flow - Customer Provides Paperwork
Customer creates inventory online
Customer requests drum pickup identifying that inventory is available to ship.
If the entire inventory is not shipping, specific container #’s need to be identified. This can be done by printing, editing and ing the customer inventory view report.
CSR creates drum sales order
CSR pulls inventory onto sales order
CSR routes using Low Cost Routing
CSR contacts customer with proper routing information
Customer creates manifest based on info from CSR
Process Flow - CHES Provides Paperwork
CSR pulls IP validated inventory onto sales order
CSR creates manifest
Disposal is auto central received (Apollo)
Customer Inventory Process Flow:
Process Flow - Customer Provides Paperwork
Customer creates inventory online
Customer requests drum pickup identifying that inventory is available to ship.
If the entire inventory is not shipping, specific container #’s need to be identified. This can be done by printing, editing and ing the customer inventory view report.
CSR creates drum sales order
CSR pulls inventory onto sales order
CSR routes using Low Cost Routing
CSR contacts customer with proper routing information
Customer creates manifest based on info from CSR
Process Flow - CHES Provides Paperwork
CSR pulls IP validated inventory onto sales order
CSR creates manifest
Disposal is auto central received (Apollo)

15. Customer Inventory
Select all containers from Inventory to pull into the order.
Select individual containers from inventory to pull into the order.
Click save to create the disposal lines for the selected containers.
Customer Inventory:
To add a container to the customers inventory:
Select all containers from Inventory to pull into the order or Select individual containers from inventory to pull into the order.
Click save to create the disposal lines for the selected containers.
Containers that do not meet Profile and Pricing IP Validation Rules cannot be selected and are highlighted in RED.
Roll your mouse over the select box to view the reason(s) why the container cannot be selected.
Follow standard IP resolution steps to clear validation errors.
Containers that do not meet Profile and Pricing IP Validation Rules cannot be selected and are highlighted in RED.
Roll your mouse over the select box to view the reason(s) why the container cannot be selected.
Follow standard IP resolution steps to clear validation errors.

16. Creating Inventory
Click on the View Current Disposal Link to review inventory already included on the order.
Set filter to All to view both lab packs and drums.
Click on the Add Lab Pack button to create new lab pack container.
Click on the Add Drum button to create new drum inventory.
Creating Inventory continued:
Click on the View Current Disposal Link to review inventory already included on the order.
Set filter to All to view both lab packs and drums.
Click on the Add Lab Pack button to create new lab pack container.
Click on the Add Drum button to create new drum inventory.
Note- Self Pack containers require Tech Service Self Pack approval and must be shipped on a Self Pack Order. Lab packs should only be added to T&D orders if packed by CHES Chemists
Note- Self Pack containers require Tech Service Self Pack approval and must be shipped on a Self Pack Order. Lab packs should only be added to T&D orders if packed by CHES Chemists

17. Creating a Drum
Go through each field to input the appropriate data. See additional details on slide 21.
Profile Search will open profile list for the gen with standard profile system functionality built in. Alt+P short cut can be used to open the profile list.
Create multiple containers of the same profile, size and type of container.
Input accurate Shipping Volume. This data can be output on the manifest through Print Paperwork.
DOT search will pull Shipping info from the Profile.
Creating a Drum:
Go through each field to input the appropriate data. See additional details on slide 21.
Profile Search will open profile list for the gen with standard profile system functionality built in. Alt+P short cut can be used to open the profile list.
Create multiple containers of the same profile, size and type of container.
Input accurate Shipping Volume. This data can be output on the manifest through Print Paperwork.
DOT search will pull Shipping info from the Profile.

18. Searching for a Profile
Lines in red can be selected to create a container but cannot be added to the order from the Customer Inventory screen without proper approval.
Use select link to pull the profile to the Drum Details.
Searching for a Profile:
Use select link to pull the profile to the Drum Details.
Profile links to manage profile data directly
Lines in red can be selected to create a container but cannot be added to the order from the Customer Inventory screen without proper approval.
Profile links to manage profile data directly

19. Updating Container Details
Create multiple containers as needed.
Update Drum Size/Type and Volume to match actual container info to ensure accurate paperwork and receiving.
DOT name pulls automatically. Use Search Button to choose an alternate ship name from the profile.
Updating Container Details:
Create multiple containers as needed
Update Drum Size/Type and Volume to match actual container info to ensure accurate paperwork and receiving.
DOT name pulls automatically. Use Search Button to choose an alternate ship name from the profile.
Click the Folder Button to select the correct waste codes when needed. Note that waste codes can only be removed, new waste codes must be added at the profile level
Click on the expand button to modify shipping name details
Note: Use save and close to return to the Drum Inventory screen or the standard save to create addition drum containers in the Drum Detail screen.
Click the Folder Button to select the correct waste codes when needed. Note that waste codes can only be removed, new waste codes must be added at the profile level
Click on the expand button to modify shipping name details
Note: Use save and close to return to the Drum Inventory screen or the standard save to create addition drum containers in the Drum Detail screen.

20. Click save to create the disposal lines for the selected containers.
Drum Inventory
Validate Containers Selected against customer request to ensure order accuracy.
Click at the top of the column to select all containers or click in the check box on each line as needed.
Drum Inventory:
Validate Containers Selected against customer request to ensure order accuracy.
Click at the top of the column to select all containers or click in the check box on each line as needed.
Click save to create the disposal lines for the selected containers.
Click save to create the disposal lines for the selected containers.

21. Container Inventory Pricing Validation
Pricing using weight units of measure require an estimated Pricing Qty to be entered.
When all information has been properly selected and saved, the Sales Order Margin Screen will open. (refer to slides 26 and 27)
Container Inventory Pricing Validation:
Pricing using weight units of measure require an estimated Pricing Qty to be entered.
When all information has been properly selected and saved, the Sales Order Margin Screen will open. (refer to slides 26 and 27)

22. Generator Profile Selection
To add profiles to the order you can either use the quick pick button to find the appropriate profile or simply scroll through the list. Click save when complete.
Generic profiles that were originally established under a different generator code must be selected by using the quick pick.
When selecting profiles that are priced by LBS, you must change the shipping UOM to match the container size and type.
If multiple sizes and types of waste for the same profile copy the line. The order inventory needs to be accurate to ensure proper manifesting and receiving.
If adding to an existing order you can view existing waste streams already on order by clicking the View Disposal link.
Generator Profile Selection:
To add profiles to the order you can either use the quick pick button to find the appropriate profile or simply scroll through the list. Click save when complete.
Generic profiles that were originally established under a different generator code must be selected by using the quick pick.
When selecting profiles that are priced by LBS, you must change the shipping UOM to match the container size and type.
If multiple sizes and types of waste for the same profile copy the line. The order inventory needs to be accurate to ensure proper manifesting and receiving.
If adding to an existing order you can view existing waste streams already on order by clicking the View Disposal link.

23. Profile Warnings
A variety of important popup warnings appear as you manage inventory. Pay close attention and address the warnings as needed.
Profile Expiration: when the profile expiration is within 30 days a warning will appear.
Immediately obtain a valid recertification for all profiles in this category to avoid profile expiration in transit.
Profiles expired at the time of order placement cannot be selected and added to the order.
Battery: Any profile with waste class code that may contain batteries will trigger a packaging warning.
Follow-up with the customer to ensure Clean Harbors battery packaging guidelines have been followed.
Cyanides: Any profile with a potential cyanide compound or waste code will trigger a compatibility warning.
Review all inventory to ensure no incompatible materials are scheduled on the same shipment.
Profile Warnings:
A variety of important popup warnings appear as you manage inventory. Pay close attention and address the warnings as needed.
Profile Expiration: when the profile expiration is within 30 days a warning will appear.
Immediately obtain a valid recertification for all profiles in this category to avoid profile expiration in transit.
Profiles expired at the time of order placement cannot be selected and added to the order.
Battery: Any profile with waste class code that may contain batteries will trigger a packaging warning.
Follow-up with the customer to ensure Clean Harbors battery packaging guidelines have been followed.
Cyanides: Any profile with a potential cyanide compound or waste code will trigger a compatibility warning.
Review all inventory to ensure no incompatible materials are scheduled on the same shipment.

24. Disposal Margin and Routing
Adjust current facility column based on low cost routing rules.
Split shipments to multiple facilities whenever possible.
Apply Low Cost Routing to every order.
Be mindful of using too many facilities for one shipment. Whenever more than 3 facilities will be used seek a second opinion to validate your choices.
When a customer requires one manifest destination choose the location that can add the most value to the majority of the load by comparing total margin at each plant.
The cost numbers are dynamic so use real time data to make your judgments not past experience.
To view additional examples, please refer to Drum Waste Routing guidance document saved in the Customer Service Folder on the shared drive.
If “Y” appears in the “Needs Approval” column, immediately contact CPG to approve the waste stream into the desired facility.
Disposal Margin and Routing:
Adjust current facility column based on low cost routing rules.
Split shipments to multiple facilities whenever possible.
Apply Low Cost Routing to every order.
Be mindful of using too many facilities for one shipment. Whenever more than 3 facilities will be used seek a second opinion to validate your choices.
When a customer requires one manifest destination choose the location that can add the most value to the majority of the load by comparing total margin at each plant.
The cost numbers are dynamic so use real time data to make your judgments not past experience.
To view additional examples, please refer to Drum Waste Routing guidance document saved in the Customer Service Folder on the shared drive.
If “Y” appears in the “Needs Approval” column, immediately contact CPG to approve the waste stream into the desired facility.

25. Trouble Shooting Margin Errors
Troubleshoot in the view Path screen located in win web under Plant Processes – Viewing.
Run a generic path using the Waste Class Code in place of the profile number and your local branch code in place of the Gen Code.
Select the UOM based on the shipping UOM from the order.
If a valid path with cost total is found then move on to Step 2.
If an error or zero cost results then change your UOM. Units like EA will not work as they are not related to an actual container for shipping.
If the UOM is valid and an error or zero cost still results then contact Outbound Disposal. The Outbound Group will help determine corrective course of action.
Run the path using the Waste Class Code in place of the profile number but use the actual Gen Code.
If a valid path with cost total is found then move on to Step 3.
If an error or zero cost results then there is a Restriction related issue.
Is the profile coded correctly based on the generator restrictions?
Is the final destination in the path from step 1 approved?
Work with CPG for profile changes or submit Restriction Form to request changes to the generator restrictions.
Run the path using the actual profile and actual Gen Code.
If a valid path with cost total is found then no error should occur in the order.
Validate the Profile Number and UOM on the order compared to the details used in the View Path.
If an error or zero cost results then the issue is related to a Regulatory Waste Code on the profile.
A waste code on the profile may not be permitted for receipt at either your manifest destination or any facility in the generic path.
Work with Outbound disposal to identify the Waste Code in question.
Validate the accuracy of your profile data and work with CPG to make the necessary updates if needed.
Trouble Shooting Margin Errors:
Troubleshoot in the view Path screen located in win web under Plant Processes – Viewing.
Run a generic path using the Waste Class Code in place of the profile number and your local branch code in place of the Gen Code.
Select the UOM based on the shipping UOM from the order.
If a valid path with cost total is found then move on to Step 2.
If an error or zero cost results then change your UOM. Units like EA will not work as they are not related to an actual container for shipping.
If the UOM is valid and an error or zero cost still results then contact Outbound Disposal. The Outbound Group will help determine corrective course of action.
Run the path using the Waste Class Code in place of the profile number but use the actual Gen Code.
If a valid path with cost total is found then move on to Step 3.
If an error or zero cost results then there is a Restriction related issue.
Is the profile coded correctly based on the generator restrictions?
Is the final destination in the path from step 1 approved?
Work with CPG for profile changes or submit Restriction Form to request changes to the generator restrictions.
Run the path using the actual profile and actual Gen Code.
If a valid path with cost total is found then no error should occur in the order.
Validate the Profile Number and UOM on the order compared to the details used in the View Path.
If an error or zero cost results then the issue is related to a Regulatory Waste Code on the profile.
A waste code on the profile may not be permitted for receipt at either your manifest destination or any facility in the generic path.
Work with Outbound disposal to identify the Waste Code in question.
Validate the accuracy of your profile data and work with CPG to make the necessary updates if needed.

26. Order Review and Approval
The popup question drives a change in order status to “P”ending or “I”ncomplete.
Yes:
Should only be chosen when all inventory has been successfully added to the order.
Changes Status to P.
Orders following system routing and meeting certain margin criteria will be automatically approved.
Orders requiring approval with a P status are reviewed by Central Customer Support to validate that routing choices made.
No:
Chosen when additional inventory expected to be added later.
Orders with I status will remain untouched on the approval workbench until the status is updated to P.
The status is updated to a W when order approval is complete.
Paperwork cannot be printed until an order has been approved.
Order Review and Approval:
The popup question drives a change in order status to “P”ending or “I”ncomplete.
Yes:
Should only be chosen when all inventory has been successfully added to the order.
Changes Status to P.
Orders following system routing and meeting certain margin criteria will be automatically approved.
Orders requiring approval with a P status are reviewed by Central Customer Support to validate that routing choices made.
No:
Chosen when additional inventory expected to be added later.
Orders with I status will remain untouched on the approval workbench until the status is updated to P.
The status is updated to a W when order approval is complete.
Paperwork cannot be printed until an order has been approved.

27. Sales Order Disposal
Use Manifest Set to group line items together for the purpose of printing.
Default set is equal to 0.
Lines with the same set number and facility will print on the same manifest.
Click Edit to change the set number to separate lines onto separate manifests as needed.
Most common occurrence will be to separate non-haz lines to be printed on a BOL or Non Haz Manifest.
Schedule Job Date can only be modified on the Sales Order Master page.
Drum orders are allowed one job date per order. If multiple vehicles or multiple days of service are requested separate orders must be processed.
Drum Orders can be combined during invoicing if the customer requires a single invoice for multiple drum jobs.
Manifest is automatically updated as down stream processes occur. PN = Manifest Printed, IP = Receiving Issue, CR = Centrally Received, and PR = Plant Received.
Invoice Status is automatically updated as the job is invoiced. W = WIP (order extracted and in process), I = Invoiced, R = Re-bill in process.
Click on DEL link to remove unnecessary or unused (open) disposal lines.
Sales Order Disposal:
Use Manifest Set to group line items together for the purpose of printing.
Default set is equal to 0.
Lines with the same set number and facility will print on the same manifest.
Click Edit to change the set number to separate lines onto separate manifests as needed.
Most common occurrence will be to separate non-haz lines to be printed on a BOL or Non Haz Manifest.
Schedule Job Date can only be modified on the Sales Order Master page.
Drum orders are allowed one job date per order. If multiple vehicles or multiple days of service are requested separate orders must be processed.
Drum Orders can be combined during invoicing if the customer requires a single invoice for multiple drum jobs.
Manifest is automatically updated as down stream processes occur. PN = Manifest Printed, IP = Receiving Issue, CR = Centrally Received, and PR = Plant Received.
Invoice Status is automatically updated as the job is invoiced. W = WIP (order extracted and in process), I = Invoiced, R = Re-bill in process.
Click on DEL link to remove unnecessary or unused (open) disposal lines.

28. Sales Order Disposal, Action Links
Materials & Supplies: Opens the Material and Supply page previously mentioned.
Sales Order Details: Opens Detail/Assessorial page.
Pick Up Sheet: Launches Pick Up Sheet report for printing.
Packing List: Opens PDF version of the Supply Packing List for printing.
Print Paperwork: Launches Print Paperwork application.
View Sales Order History: Opens popup Sales Order Disposal View Screen listing all disposal lines including any cancelled lines.
Main: Returns the user to the Sales Order Master Page.
Sales Order Disposal, Action Links:
Materials & Supplies: Opens the Material and Supply page previously mentioned.
Sales Order Details: Opens Detail/Assessorial page.
Pick Up Sheet: Launches Pick Up Sheet report for printing.
Packing List: Opens PDF version of the Supply Packing List for printing.
Print Paperwork: Launches Print Paperwork application.
View Sales Order History: Opens popup Sales Order Disposal View Screen listing all disposal lines including any cancelled lines.
Main: Returns the user to the Sales Order Master Page.

29. Conclusion
All orders created in advance of the scheduled service date.
Default Branch based on generate location is applied.
Job dates are edited to match the actual expected service date.
Updates to orders are completed real time as service needs and scheduled date changes are identified.
Order level Instructions are input on every sales order to define the scope and service needs of the customer.
Material and Supply needs are reviewed on every sales order.
Low Cost Routing Rules are applied to every order.
Restrictions are properly managed to meet customer routing requests/needs.
Logistics Workbench is reviewed to ensure accuracy of order scheduling information.
In Summary:
All orders created in advance of the scheduled service date.
Default Branch based on generate location is applied.
Job dates are edited to match the actual expected service date.
Updates to orders are completed real time as service needs and scheduled date changes are identified.
Order level Instructions are input on every sales order to define the scope and service needs of the customer.
Material and Supply needs are reviewed on every sales order.
Low Cost Routing Rules are applied to every order.
Restrictions are properly managed to meet customer routing requests/needs.
Logistics Workbench is reviewed to ensure accuracy of order scheduling information.