Operator Screens
30 311427D
Add Parts To Work Order
In the drop down list at the top left, select the category of
parts you wish to choose from; the parts loaded into
Matrix in that category (appear in the list box on the left.
Click Add>> to select the part. Selected parts appear in
the list box on the right. Clicking the Clear All button
removes the entire list of selected parts. Individual parts
can be removed from the selected list by selecting the
part and pressing Remove Part.
When finished adding parts, click Send To Meter, which
submits this work order for validation. If successfully val-
idated, the work order is then sent to the meter and will
appear in the meter’s work order list. The list of selected
parts are not physically sent anywhere; Matrix “remem-
bers” the selected parts list for this work order until the
fluid has been dispensed and successfully posted to the
RO in ADP; once this has happened, the selected parts
list is also posted to the RO.
Work Order Validation
A work order is considered “validated” if within the ADP
DMS it meets these criteria:
1. The work order exists.
2. The work order is open; Matrix cannot post charges
to work orders that have been closed.
3. The status of the work order must be such that addi-
tional parts/charges can be added to the work order
(i.e. the ADP RO cannot have status ALL LABOR
POSTED, READY TO INVOICE, or
PRE-INVOICED).
Depending on the activity level of the network and the
ADP DMS, the time it takes to validate a work order can
range from a few seconds to 30 seconds.
If the work order is not validated, it will look similar to
F
IG. 55, which shows the error message received when
the work order has a PRE-INVOICED status. Right-click
on the Work Order to try validating it again or remove
the work order from the system (F
IG. 57).
Work Order Posting
Matrix does not add any parts or other charges to a
work order (RO) on the ADP DMS until the Matrix sys-
tem has dispensed fluid against that work order. Upon
completing a fluid dispense, Matrix will do the following:
1. Record the amount dispensed in the meter dis-
pense history.
2. Based on the unit and menu pricing configuration for
the fluid dispensed, the appropriate part or service
charge is determined.
3. The part or service charge corresponding to the
fluid is added to the work order on the DMS.
If the fluid part or service charge was successfully
posted to the work order, any non-fluid parts associ-
ated with the dispense are then posted. This list of
non-fluid parts includes those the user may have
selected when the work order was entered into the
Matrix system (see Work Orders and the
Matrix/ADP Interface, page 28), as well as those
belonging to a menu (if applicable)
If a posting is successful, the Dispense History will
appear similar to the one shown in F
IG. 58. To view
more detailed posting status, right-click on the Work
Order Record and select View Posting Details
(F
IG. 59). Additional posting details will appear in a
popup screen (F
IG. 60). This information is also
available in report format using Matrix Reporter.
F
IG. 57
