Introduction:
The Service Order Dashboard presents a consolidated view of the key details for a service order. It provides key details from 'S/O Details', 'Status', 'Ticket', 'Accounting' and 'File Cabinet' tabs for quick reference.
Dashboard:
The first section of the Dashboard gives a quick overview of the move details like customer name, Job Type, Booking Agent, and other details. Details corresponding to the fields in this section are fetched from the data available in the Customer File and S/O Details tab. The status field shows the status of the Service order and status update date.
The document Redsky Status Logic (https://redskymobility.freshdesk.com/a/solutions/articles/43000648042) explains in detail about different statuses available in Redsky for the service order and how they are triggered. Sections in the dashboard will be highlighted according to the service order status. For example if the status is "OSRV" then it highlights the Origin section & if the status is "TRNS" then it highlights the Forwarding section and so on.
The below table defines the mapping of the fields in the first section with the customer file and service order fields.
| Dashboard Column | Section (Tab) | Mapped Field |
| Shipper | Customer Detail (CF) | First Name and Last Name |
| Origin | Address Details (CF) | City and Country (Origin) |
| Destination | Address Details (CF) | City and Country (Destination) |
| Billing Party | Billing Details (CF) | Bill To Code |
| Account Name | Billing Details (CF) | Account Code |
| Booking Agent | Customer Detail (CF) | Booking Agent Name |
| S/O# | S/O Details | Service |
| Type | Customer Detail (CF) | Job Type |
| Company Division | Customer Detail (CF) | Company Division |
| Contract | Billing Details (CF) | Pricing Contract |
| Coordinator | Customer Detail (CF) | Coordinator |
| Commodity | S/O Details | Commodity |
| Mode | S/O Details | Mode |
| Routing | S/O Details | Routing |
| Status | S/O Details | Status |
| Status Date | S/O Details | Status Date |
| Registration No | S/O Details | Reg |
Origin & SIT @ Origin:
This section contains the important information related to the Origin services & SIT (Storage in Transit) @ Origin dates. Details available under the 'Status' tab of the Service Order are fetched corresponding to the fields in this section. Clicking on the notes iconat origin will allow the user to add a note for the Origin section. Also, if there is already a note, then the Note icon color will change to redand the number of notes will appear on hover. To view all the details related to the origin services, click on the iconand it will redirect to the Status page where all the details can be viewed.
The below table defines the mapping of the fields in the Origin & SIT @ Origin section with the fields in the status tab of the service order.
| Origin Fields | Section(Tab) | Mapped Field |
| Origin Agent | Agent Roles (Status) | Origin Agent |
| Confirm OA/Local Ops | Origin Packout (Status) | Confirm OA/Local Ops |
| Loading Date | Origin Packout (Status) | Loading Actual Date |
| Doc. Received from Client | Origin Packout (Status) | Documents received from client |
| Reconfirm Shipper | Origin Packout (Status) | Reconfirm Shipper |
| Packing Date | Origin Packout (Status) | Packing Actual Date |
| Doc. Sent To Client | Origin Packout (Status) | Documents sent to Client |
| Start of Customs Clearance | Origin Packout (Status) | Start of Customs Clearance |
| SIT @ Origin Date In | SIT @ Origin (Status) | Date In |
| SIT @ Origin Date Out | SIT @ Origin (Status) | Date Out |
| SIT # Days | SIT @ Origin (Status) | # Days |
| SIT Reason | SIT @ Origin (Status) | SIT Reason |
Forwarding:
This section contains the important information related to the Forwarding tab. Details available under the 'Status' tab & 'Forwarding' tab are fetched corresponding to the fields in this section. To view all the details related to the Forwarding tab, click on the icon and it will redirect to the Forwarding page where all the details can be viewed.
The below table defines the mapping of the fields in the Forwarding section with the fields in the Forwarding tab of the service order.
| Forwarding Fields | Section(Tab) | Mapped Field |
| Forwarder | Agent Roles (Status) | Forwarder |
| BL# / AWB# | Origin Forwarding (Status) | BL# / AWB# |
| Final Notification | Origin Forwarding (Status) | Final Notification |
| Inst. To Forwarder | Origin Forwarding (Status) | Instruction To Forwarder |
| Pre- Advice | Origin Forwarding (Status) | Pre- Advice |
| Piece Count | SS Container (Forwarding) | Pieces |
| Carrier | Routing (Forwarding) | Carrier |
| POL | Routing (Forwarding) | POL |
| ATD | Routing (Forwarding) | ATD |
| POE | Routing (Forwarding) | POE |
| ATA | Routing (Forwarding) | ATA |
Destination & SIT @ Destination:
This section contains the important information related to the Destination services & SIT @ Destination dates. Details available under the 'Status' tab are fetched corresponding to the fields in this section. Clicking on the notes icon in the Destination section will allow the user to add a note for the Destination section. Also, if there is already a note then the Note icon color will change to redand the number of notes will appear on hover. To view all the details related to the Destination services click on the icon and it will redirect to the Status page where all the details can be viewed.
The below table defines the mapping of the fields in the ‘Destination & SIT @ Destination’ section with the fields in the Status tab of the service order.
| Destination Fields | Section(Tab) | Mapped Field |
| Destination Agent | Agent Roles (Status) | Destination Agent |
| Entry Form Sent To Client | Destination (Status) | Entry Form Sent To Client |
| Doc. received from Origin Agent | Destination (Status) | Documents received from Origin Agent |
| Delivery | Destination (Status) | Delivery Actual Date |
| Origin OBL/AWB Rcvd | Destination (Status) | Origin OBL/AWB Rcvd |
| Entry Form Rcvd From Client | Destination (Status) | Entry Form Rcvd From Client |
| Delivery Receipt sent to Origin Agent | Destination (Status) | Delivery Receipt sent to Origin Agent |
| SIT @ Destination Date In | SIT @ Destination (Status) | Date In |
| SIT @ Destination Date Out | SIT @ Destination (Status) | Date Out |
| SIT # Days | SIT @ Destination (Status) | # Days |
| SIT Reason | SIT @ Destination (Status) | SIT Reason |
Tasks:
This section contains the list of overd To Dos created through TDRs for the Service Order, with details like Message, Name, Due Days, and Note. Tasks section has a limit of five records and to view all the tasks click on the icon and it will redirect to the task list page where the list of all the tasks can be viewed. In case no tasks were created for the service order, then this section will be shown blank.
If the overdue To Dos have any notes, then the color of the Note icons will be changed to red, Also on hover, Notes subject and details will be shown.
Work Ticket:
This section contains the list of Work Tickets created for the service order with details like Ticket Number, Status, and Service. This section has a limit of five records and to view all the tickets click on the icon and it will redirect to the Work Ticket page where the list of all the work tickets can be viewed. In case no Work Tickets were created for the service order, then this section will be shown blank.
Relocation services:
This section gives the overview of of the relocation services selected for the service order and shows the vendor details who will be handling that service along with start and end date of the services.
Finance:
This section gives the overview of accounting for the service order and shows the Total Actual Revenue Amount, Total Actual Expense Amount, Gross Margin & Gross Margin Percentage. This section also shows the list of recent invoices that appear with their Invoice Number, Invoice Date & Invoice Amount. To view all the account lines, click on the icon and it will redirect to the accounting tab where all accounting lines can be viewed.
Document:
This section shows the list of recent documents uploaded to the file cabinet. The document section has the limit of four records and shows the details of the recent four files like Document Type, Description, Uploaded By, Uploaded Date, and Download option. This section also provides a filter using which Document type can be chosen, in order to view the uploaded documents for the selected document type. To view all the files uploaded in the file cabinet, click on the icon and it will redirect to the file cabinet where the list of all the documents can be viewed.
