HOW TO MAKE CHANGES TO THE AGREEMENT/DELIVERY SHEETS

FMS Knowledge Base > Visual LOADPlus FAQ's > Agreement / Delivery Sheets
IT IS STRONGLY RECOMMENDED THAT SOMEONE WITH PROPER AUTHORITY CREATES A
NEW TEMPLATE OF THE AGREEMENT & DELIVERY SHEET AND THE CHANGES BE MADE TO 
YOUR COPY OF THEM.  

PLEASE NOTE: 

If Freight Management Systems has to replace the original agreement/delivery
sheets there will be a minimum $100 per hour service charge which is 
due at the time the replacement is performed. 

1.  Have Visual LOADPlus open to the System Administration Module 
    and go to the Load Types tab.  Minimize the screen. 

2.  Open up your word processing software i.e. MS Word or Corel
    Click on FILE and then select OPEN

3.  In the LOOK IN browse to your VisualLP directory

4.  Go to the HELP folder

5.  Select the document you want to make changes to: 
     
    AGREE3.RTF document - this is the agreement sheet
    DELIVER2.RTF document - this is the delivery sheet

6.  When the document opens in your word processing software select FILE
    and then SAVE AS.

7.  Rename the document in the FILE NAME field.  The name should 
    be six characters or less.  Make sure the SAVE AS TYPE field 
    says RICH TEXT FORMAT.  Select SAVE.

8.  On your screen the title bar should now display the name you saved your
    document as.  
    IF IT THE TITLE BAR SAYS AGREE3.RTF OR DELIVER2.RTF: STOP!!! AND RE-SAVE 
    THE DOCUMENT WITH A NEW NAME 

9.  You can make your changes to this document.
  
    DO NOT MAKE ANY CHANGES TO THE FIELDS THAT ARE BRACKETED WITH <  >.
    THESE ARE PREDEFINED FIELDS AND SHOULD NOT BE CHANGED.  Save your 
    document.

    At the end of some sections in the documents, there is a LOOP STATEMENT,,
    which should not be removed.  DO NOT remove anything in the 
    documents that has the word LOOP in it.  If this statement is removed, 
    the documents will print with information missing.  
    An example of a LOOP STATEMENT is   !--FMSPICKUP_LOOP-- 

    DO NOT USE THESE PARENTHESIS {  } anywhere in your document, 
    as these are control characters which mean that the document won't 
    print past these characters. 

10. Go back into Visual LOADPlus, to Load Types tab and select CUSTOMER/CARRIER
    DOCUMENTS.  Enter the name of your new AGREEMENT/DELIVERY SHEET
    document in the TEMPLATE field. Select OKAY.

    The changes will only be reflected in the agreement/delivery sheets
    for new loads.  If you reprint an agreement/delivery sheet for an old
    load, the old agreement/delivery sheet will be generated.

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