Pickup receipts

The pickup receipts provide an overview of all imported PIDX pickup receipts. A pickup receipt documents a loading that took place at a terminal – for example the filling of bulk goods or liquids into the chambers of a vehicle. The page is intended for dispatchers and clerks who want to review imported receipts, map them to the locations, vehicles and tours they contain, and view or download the original documents.

1. Navigation and access

The pickup receipts can be reached via the main menu in the Monitoring > Pickup receipts (PIDX) overview section.

The page requires the module for importing loading/pickup receipts (PIDX) to be activated for the client. Access is available to users with the Administrator or Dispatcher roles.

Note: If the required module is not activated or your user account does not have the required role, the menu entry is not displayed.

2. Overview of pickup receipts (table)

The table lists all imported pickup receipts page by page. Each row represents one pickup receipt. The list can be sorted in ascending or descending order by clicking a column header.

Default columns

Note: An additional column with the link to the original file is available exclusively to superadmin users.

Status overview

Opening a pickup receipt

A double-click on a row opens the associated receipt document in a dialog window (see Section 6).

Note: Column filtering is disabled for most columns of this table. The date range filter and the group filter are available to narrow down the displayed data.

3. Date range filter

The date range filter restricts the display to pickup receipts of a specific period (from/to).

1. Select the desired period in the date range field.
2. Apply the selection – the table reloads with the receipts of the selected period.

The selection made is saved and used again when the page is reopened.

4. Group filter

The group filter restricts the list of pickup receipts to a specific organization group. The group selection is controlled via the global group switcher in the page header; when the active group is changed, the table reloads automatically.

In addition, the "Current group only" option is available, with which the display can be limited exclusively to receipts of the currently selected group.

Note: The "Current group only" option is not available to subcontractor users.

5. Import PIDX files

The "Import" button in the toolbar allows PIDX receipt files (XML) to be read into X4fleet.

1. Click the "Import" button in the toolbar.
2. In the file selection dialog, select one or more XML files (multiple selection possible).
3. The import is started. The selected files are processed for evaluation.

After being read in, the receipts are created as new rows and automatically mapped to the matching locations, vehicles, products and tours. Already released receipts for the same location, the same vehicle and the same day are archived in the process.

Note: The import function is not available to users with the Dispatcher role.

Note: As long as an import is still running, no further import can be started at the same time.

6. View document

The "View" function displays the evaluated PIDX document of a receipt in a dialog window.

1. Select exactly one row in the table.
2. Click the "View" button (eye icon) in the toolbar – alternatively, double-click the desired row.

The document shows the following information:

• Vehicle: Short name and license plate of the vehicle
• From / To: Names of the partners involved (pickup or delivery side)
• Loading deadline: Point in time of the end of loading
• Chambers and products: a scrollable table of the chambers with the respective products and quantities as well as the total sum. Only chambers with a quantity greater than zero are displayed.

Note: The function is only available when exactly one row is selected.

Note: If a receipt contains no chamber details, the document cannot be displayed and a corresponding note appears.

7. Download files

The "Download" function allows the original files (XML) of the selected pickup receipts to be downloaded.

1. Select one or more rows in the table.
2. Click the "Download" button in the toolbar.

Depending on the selection:

• With one selected receipt, the single XML file is downloaded.
• With several selected receipts, the files are combined into a ZIP archive with the name X4fleetFiles.zip and downloaded.

Note: The button is only active when at least one row is selected. Receipts without a stored original file are not included in the download.

8. Re-run mapping (remap)

The "Remap" function re-runs the automatic mapping of a pickup receipt. In doing so, location, vehicle, product and tour are determined anew and the status of the receipt is updated accordingly.

1. Select exactly one row in the table.
2. Click the "Remap" button in the toolbar.

This function is helpful when a receipt could not be mapped at first (e.g. status "Location not mappable" or "Vehicle not mappable") and the underlying master data has since been supplemented or corrected.

Note: The function is only available when exactly one row is selected.

9. Further table functions

The table toolbar additionally offers the following general tools:

• Quick search: a search field for full-text search across the displayed list.
• Select all / Clear selection: selects or deselects all displayed receipts.
• Refresh: reloads the current view with the latest data.
• Reset filters: removes active filters.
• Column layout: allows columns to be shown and hidden as well as the column order to be adjusted. The configuration is saved per user.
• Templates (saved views): The current column and layout configuration can be saved as a template and later restored with a click as its own quick-select button in the toolbar.

The "Download", "Remap" and "View" buttons are automatically enabled or disabled depending on the number of selected rows.

10. Notes

• The availability of the actions depends on the number of selected rows: "View" and "Remap" require exactly one selected row, "Download" at least one.
• The import function is not available to users with the Dispatcher role; viewing, downloading and remapping remain unaffected by this.
• The displayed receipts depend on both the selected date range and the active group. If fewer receipts than expected are displayed, check the date range and the current group selection.