These features are available on your Test site as of the evening of September 6th, on your Preproduction site in the evening of September 7th and on your Production site in the evening of September 12.


New Features in This Release



Note that the following Integration-Tenants API calls are removed in Version 1.60. They were marked as obsolete in version 1.59. 
Please make sure you remove them and use the new call:

To get all fuel surcharges schedules:
GET /api/v1/fuelsurcharges and GET /api/v1/fuelsurcharges/surcharge-schedules will be deprecated in version 1.60
Use instead  GET /surcharge-schedules endpoint 

To get a specific fuel surcharge schedule:
GET /api/v1/fuelsurcharges/{id} and GET /api/v1/fuelsurcharges/surcharge-schedules/{id} will be deprecated in version 1.60
Use instead GET /surcharge-schedules/:Id endpoint




NEW FEATURES IN THIS RELEASE

Driver App Improvements

Enhancements to Global Address List

Improved Order History

Batch Actions on Dispatch Boards

Other minor enhancements


TABLE OF CONTENTS



Definitions

The release notes refer to different sections of the application:

Back Office: Where Customer Service Representatives (CSR) create and edit orders, create accounts, review drivers, etc.

Dispatch Board: Where Dfe hers assign orders to drivers, get notifications for invalid orders, etc.

Auto-Dispatch: This section refers to the automated order assignment setup and its process.

Administration: This section is in the Back Office but refers to sections only an administrator will use like Settings and Pricing.

Customer Portal: Where account users log in to create orders, view their order history, enter a credit card, etc.

Tracking site: Where customers enter a tracking number like the order ID or a reference number to view the status of their order.

OData: Data fields and variables saved in OData

Account API: API provided to your accounts to create, update and get orders. For documentation, please follow this link: https://api.dispatchscience.com/
Tenant API: API provided to you to create orders for your accounts, retrieve invoices and change invoice status. For documentation, please follow this link: https://api.dispatchscience.com/  

Scripting: Custom script building abilities and functions within Dispatch Science

 

Driver App Version 1.60

Time at Location

The time at location will start to calculate on all Orders that are within the inner radius of the Driver's position and not only on the current stop. This allows the Driver to complete any of those stops and have an accurate wait time. Once the stop is closed, the time at location for the other stops will reset and start again until the next stop is closed.


Password

You can now choose to view the password when entering it on the Driver App by clicking on the eye icon:


Android Touch and Focus on Scan

On certain Android devices, you can tap on the screen to refocus on the document while scanning.


Vertical Signature Workflow Step 

The signature step on the workflow can now stay vertical when leaving the phone vertical. It will switch to horizontal when flipping the phone horizontally.

Vertical:

Horizontal:

The Clear and Confirm buttons are now well delimited to ensure the signature is not cleared accidentally.


Camera Saves Images

The picture taken during pickup and delivery can be saved in the Pictures on the Phone if setup in the Driver Profile/Account Profile in Dispatch Science. You can retrieve those pictures if needed.


Allow to Select Multiple Pictures

This feature must be enabled in Dispatch Science to select pictures from your camera roll. Once permission is given, and this can be different on each order, you need to give the Driver App access to your camera roll.  

On iPhone, this can be done in the Driver App Settings in your iPhone Settings:

Give access to all pictures:

On Android, this can also be done in the Driver App Settings in your phone Settings under Permissions:

Select Allow:


Or, if this is not setup, you will be asked when you are in the step where you can take pictures:


Once access is granted, you will be able to select multiple pictures when adding pictures from the Picture workflow step in the Pickup, Delivery, Add/Edit workflows if the step allows to select pictures from the phone.

This is also available when adding attachments on the Settings tab for the documents and certifications.



On Android, you will be asked if you want to share your picture. 



Settings

On the Settings tab, the documents/certifications that expired are now highlighted for easier modification:

A badge appears on the Settings icon when a document/certification is about to expire if this is setup in the Driver Information Profile:

On the Settings tab, a warning is displayed below the Driver basic information in red:

To see which document/certification requires attention, scroll through the Settings to see the document/certification with a  icon:


Transfer Orders

When transferring Orders to another Driver, the list of Orders can now be filtered by Order status. By default, all orders are showing in the list until a status is selected. 

You can also tap on the Select All link to select all Orders that are not filtered out. 


Back Office

Orders

Creating a Global Address when Creating/Editing the Pickup/Delivery Address

During Order creation/edit, the Pickup/Delivery address can be entered/edited using the ZIP/Postal Code. This creates a Global Address in Addresses. 

The Global Address will also include the Company Name, Suite/Apt, Stop Time as well as a note along with the Address.

The Global Address will now store the Company, Suite/Apt, Stop Time (in Load/Unload time) and Notes

1) When selecting Enter address from Zip/Postal Code when entering an address in the Pickup or Delivery Address of an Order:

The Global Address dialog box opens and you will notice that the 4 new fields are now available. These fields are optional. 

2) Fill in the Global Address information and click on Save.

A new Global Address will be saved under Addresses and will be available for new Orders.


Selecting an Address from a Company on Order and Order Template Creation/Edition

During order or order template creation or edit, when typing the name of the Company, in the Pickup or Delivery Address Company or Contact field, the available list of addresses will have a new section called Global. This allows the selection of a Global Address when Company is specified on the Global Address.


1) Create a new Order or Order Template and fill in the Account and the Account user. 

2) In the Pickup/Delivery Address section, enter a company name.

The available list will contain the Contacts section and if you have one or more Global Address with the Company name, a new Global Addresses section will also display:

3) Select a Global Address entry.
The Company, Address, Suite/Apt, Load/Unload, Notes will be filled in according to the entries in the selected Global Address.


Selecting a Global Address from the Address Line on Order or Order Template Creation/Edition

Global Addresses now show as a distinct section in the address list. 

1) Create a new Order or Order Template and fill in the Account and the Account user. 

2) In the Pickup or Delivery Address, start typing an address. A new Global section is now available with the following icon  and is located directly under Contacts:

3) Select a Global Address from the list.

The Company, Address, Suite/Apt, Load/Unload, Notes will be filled in according to the entries in the selected Global Address.


Reset Ready At and Windows on Order Creation

A Reset Default link is now available during Order creation. This will reset the Ready At to today and now, while also recalculating the pickup and delivery windows based upon the selected Service Level.

1) During Order Creation, you have a new Reset Default link  to the left of the of the Edit Dates.

2) Click on if you have modified Ready At, Pickup window, Delivery window to reset the Read At to today and now which will then recalculate the Pickup and Delivery windows.

3) The confirmation message will be displayed:

Click Reset to reset to today and now and recalculate the windows or Cancel to go back without making changes. 



Ability to Enter Custom Price when Price is Invalid

When an Order's price was not automatically determined, a price could be entered from the Dispatch Board. This option is available on the Order Details by editing the Pricing section on existing Orders.

1) Open an Order with an invalid price. 

2) Edit the Pricing section and you will have the Add Delivery Charge button available.

3) Click on the button to add a $0 delivery charge field:

4) Enter the price and click on Save button. 

The Edit Price on the Dispatch Board will now open the Order Details where you will be able to add the pricing.


In the Order history tab, a new icon that links to the Driver History at that specific time is available beside the actions completed by the Driver . Clicking on the icon will open a new window showing the Driver History at the time of the action.

1) Open an Order then navigate to the History tab. 

2) Locate the  icon and click on it.

3) A new tab will open to show the Driver History with the Driver pointer at the time of the action. The Date range will be set to 15 minutes before the action and up to 15 minutes after the action.

If user does not have access, in his role, to the Driver History, the icon will not be visible.



Drivers

Increased Number of Decimals on Driver Payout Commission

The number of decimals on the Driver Payout Commission has been increased to 3 decimals. 


Option to Store the Workflow Picture on the Driver Phone

You now have an option to store the pictures taken during pickup, delivery, add items workflow to the Driver Phone. 

1) Open Drivers then Profiles

2) Click on the Profile to modify then edit the Attachments Options:

3) Check the Allow pictures to be saved to Driver's Phone then click Save.

This feature is turned off by default for all Drivers in version 1.60. You can turn it on in the profiles for the Drivers that should be able to do this. 



Accounts

Ability to Cancel 0$ Invoices

0$ Invoices can now be cancelled. The Cancel is available in the left hand side menu:


Attempt to Delete a Used Content Template

Content Templates used in Notification Templates cannot be deleted. If you need to delete a Content Template, it should first be removed from the Notification Template. To help with this process, the Notification Templates where the Content Template is used will be displayed in the error message when attempting to delete the Content Template. 


New Properties Available for Content Templates

All notes (Driver Notes, General notes on the order, Pickup and Delivery Notes, Internal Notes) in the Orders are now available to be added to the Content Templates under Properties. 

You can add those to your Content Template using the Insert>Properties then select the note you wish to add to the Content Template:


Account Profile Self-Serve Options to View Credit Notes

On the Self-Serve Options in the Account Profile, Credit Notes can now be made visible to Self-Serve Administrators. 

For more information about Credit Notes, please review: https://support.dispatchscience.com/support/solutions/articles/36000450806-new-features-for-release-1-59#Credit-Notes-in-Transactions

1) Open Accounts then Profiles.

2) Open a Profile and navigate to the Self-Serve Options

Credit Note was added under Show Transactions:

3) Check the box and click on Save to give access to the Credit Notes to the Self-Serve Administrators.


Allow to Save Pictures from Workflow Steps for Accounts

You can now set, at the Account level, if you want the Driver to be able to save pictures taken during the Workflow steps to his phone. 

1) Open Accounts then Profiles.

2) Open the Profile to edit then edit section Overridable Driver Options:

3) Check the Override 'Allow pictures to be saved to the Driver's Phone' to change the default settings on the Driver Profile. 

4) Check the checkbox on the Allow pictures to be saved to Driver's Phone if you want to allow the pictures to be saved or uncheck if you want to disallow.

5) Click Save.


Dispatch Board

Pricing on Orders

To update pricing on the Order, you will be taken to the Order Summary in the Back Office in a new tab. This tab will be reused every time you need to open an Order fro the Dispatch Board to change an address, view attachments, modify the price, etc..


Routes

Closing Empty Routes

Empty Route Containers can now be closed in Dispatch Science without having to use the Dispatch Science Batch Tool.
A Route Container would show empty when all its orders were cancelled or converted to On Demand or moved to the Next Route.

1) Open an empty Route Container and click on the close Route Container icon  :

2) The Close Route Container dialog box open:

3) Click Close Route Container button to close it.



Searching for Segments has been made easier. Simply type the Order Id in the search bar to show all Segments, and if setup, the Multi-Segment.

Setup showing Multi-Segments

Setup without Multi-Segments Showing


Access to Driver History from the Driver Stop List

On the Dispatch Board, when opening a Driver on the Stop List, clicking on the new Workload  will open the Driver's History in a new tab showing, from the last workload optimization, 20 hours before and 4 hours after the optimization. If no workload optimization is available, it will show now as the ending point and 24 hours in the past.

The same Workload icon is also available on the Dispatch Board Grid in the Driver Stop List as well as on the Routes. 

1) Open the Dispatch Board, click on Drivers and open a Driver:

This can also be done from the Dispatch Board Grid by opening a Driver and navigating to Driver's Stop List. 

This can also be done from the Dispatch Board Routes.

2) Click on  to open the Driver History in a new tab.


In the Order history tab, when opening an Order on the Dispatch Board Grid, a new icon that links to the Driver History at that specific time is available beside the actions completed by the Driver . Clicking on the icon will open a new window showing the Driver History at the time of the action.

1) Open an Order then navigate on the History tab. 

2) Locate the  icon and click on it.

3) A new tab will open to show the Driver History with the Driver pointer at the time of the action. The Date range will be set to 15 minutes the action and up to 15 minutes after the action.

If user does not have access, in his role, to the Driver History, the icon will not be visible.


Batch Actions on Orders on the Dispatch Board Grid

You can now perform batch actions on the Grid Board when selecting multiple Orders. 

1) Open Dispatch Board then click on Grid Board and open a Board. 

2) Select multiple Orders by clicking on the first Order then using CTRL key to click on additional non consecutive Orders or using the SHIFT key and clicking on the last Order of consecutive orders. 

3) The Menu icon appears beside the map icon.

4) Click on the menu and select:

a) Move to Route:
The Move to Route dialog box opens and you can select the Route Plan to use. 

You can use (use configuration) to use the schedules on the Route Plan to move the orders to or you can select a specific Route Container.

If you select a Route Container, you can use (use configuration) to use the Zones to move the orders in the Routes or you can select a specific Route. 

If you select a specific Route, the orders will be moved to that Route. 

Click on Move when you have selected the options and the orders will be moved accordingly. For more information about this feature, please consult: https://support.dispatchscience.com/support/solutions/articles/36000334338-new-features-for-release-1-42#Move-Orders-to-Routes

b) Set Picked Up:

If all selected Orders are already Picked Up, the Set Picked Up menu item will not be displayed in the menu list.


The Proof of Pickup dialog box opens and you can select the date and time of Pickup for the selected Orders:

Click on Save when done. All selected Orders will be set as Picked Up.

If one or more Order is already Picked Up, an error message will display indicating the Orders that could not be updated:


b) Set Delivered:

The Proof of Delivery dialog box opens and you can select the date and time of Delivery for the selected Orders:

Click on Save when done. All selected Orders will be set as Delivered.

If one or more Order is already Delivered an error message will display indicating the Orders that could not be updated:


c)Set at Checkpoint:

The Checkpoints dialog box opens and you can select the Checkpoint and enter an optional description:

Click on Set at checkpoint button to add the Checkpoint to the selected Orders.


d) Cancel Orders:

The confirmation dialog box opens. Click on Confirm to cancel the selected Orders.

If one or more Orders is either Delivered or Cancelled, the following error message will appear:


e) Convert to On-Demand

The confirmation dialog opens. Click on Convert to convert the selected Orders.

This menu item only shows when only Routed Orders are selected.




Self-Serve (Customer Portal)

Creating a Global Address when Creating/Editing the Pickup/Delivery Address

During Order creation/edit, the Pickup/Delivery address can be entered/edited using the ZIP/Postal Code. This creates a Global Address in Addresses. 

The Global Address will also include the Company Name, Suite/Apt, Stop Time as well as a note along with the Address.

The Global Address will now store the Company, Suite/Apt, Stop Time (in Load/Unload time) and Notes

1) When selecting Enter address from Zip/Postal Code when entering an address in the Pickup or Delivery Address of an Order:

The Global Address dialog box opens and you will notice that the 4 new fields are now available. These fields are optional. 

2) Fill in the Global Address information and click on Save.

A new Global Address will be saved under Addresses and will be available for new Orders.


Selecting a Global Address from the Address Line on Order Creation/Edition

Global Addresses now show as a distinct section in the address list. 

1) Create a new Order. 

2) In the Pickup or Delivery Address, start typing an address. A new Global section is now available with the following icon  and is located directly under Contacts:

3) Select a Global Address from the list.

The Company, Address, Suite/Apt, Load/Unload, Notes will be filled in according to the entries in the selected Global Address.


Reset Ready At and Windows on Order Creation

A Reset Default link is now available during Order creation. This will reset the Ready At to today and now, while also recalculating the pickup and delivery windows based upon the selected Service Level.

This link will appear as soon as you modify the Ready At date or time or part of the window. 

1) During Order Creation, you have a new Reset Default link  to the left of the of the Edit Dates that will show when you modify the Ready At or the window.

2) Click on if you have modified Ready At or the window to reset the Read At to today and now which will then recalculate the Pickup and Delivery windows.

3) The confirmation message will be displayed:

Click Reset to reset to today and now and recalculate the windows or Cancel to go back without making changes.


Administration

Fuel Surcharge 

Fuel Surcharge is found under Pricing .


Negative Fuel Surcharge

You can now setup a negative Fuel Surcharge on the different areas of Fuel Surcharges. The Fuel Surcharge will calculate with a negative value and will be subtracted from the Total Order price. 

An Order cannot have a negative Total Order price. If the total is negative, it will be shown as 0.

Areas where negative entries can be entered:

  • Fuel Surcharge Tables, in Default Surcharge when calculating with a fixed percentage, fixed distance and on the vehicle when in any type of Fuel Surcharges when overwriting on a vehicle type:
  • Fuel Surcharge Calculators, in the Excel file or through the formula:
Negative values cannot be entered in the Fuel Price nor the Vehicle Base Fuel Mileage.


If you have a negative Extra Fee and a negative Fuel Surcharge, the value of the Fuel Surcharge will be positive since a negative multiplied by a negative gives a positive value. In a case like this, it would be import to create a Fuel Surcharge Rule to have the Fuel Surcharge set to a positive value to get the right value.


Extra Fees

Extra Fees is found under Pricing .


Increased Number of Decimals on Extra Fee Commissions 

The number of decimals on Driver and Sales Commissionable has been increased to 4 decimals.


Addresses

Addresses are found under Settings  then under Configurations and System.


Global Addresses

Global Addresses can now be imported, created and maintained in Addresses. 


Creating a Global Address

For more information about this feature, please review: https://support.dispatchscience.com/support/solutions/articles/36000392859-addresses#Create-a-New-Global-Address


Importing Global Addresses

For more information about this feature, please review:

https://support.dispatchscience.com/support/solutions/articles/36000392859-addresses#Import-Global-Addresses


Hubs

Hubs can now be imported, created and maintained in Addresses. 


Importing Hubs

For more information about this feature, please review:

https://support.dispatchscience.com/support/solutions/articles/36000392859-addresses#Import-Hubs


OData

Transaction Details Table

The Document Type field on Debit and Credit Notes is now available on the InvoiceDetails table.
For more information about this feature, please review: https://support.dispatchscience.com/support/solutions/articles/36000450806-new-features-for-release-1-59#Document-Type-Field-in-Debit-and-Credit-Notes) 


New TransactionAccountingItemDetails Table

The new TransactionAccountingItemDetails table will show the Accounting Items added to the Transactions of type Invoice, Debit Note and Credit Note that can be found in the TransactionDetails table. The TransactionAccountingItemDetails table can be linked from the TransactionDetails table by the TransactionId. 


The following columns are available:

TransactionId: Transaction number as seen in Dispatch Science Transactions (Invoices, Credit Notes, Debit Notes).

Id: Internal Identification for the accounting item detail on the transaction.

AccountingItemId: Id of the Accounting Item added to the transaction.

DisplayNamePrimary: Name of the Accounting Item.
DisplayNameSecondary: Name of the Accounting Item in the second language.

Description: Description of the Accounting Item.

TaxScheduleId: Id of Tax Schedule associated to the Accounting Item.

TaxScheduleCanBeEdited: true or false depending if the Tax Schedule can be edited on this Accounting Item.

AmountBeforeTaxes: Amount entered on the Transaction for this Accounting Item.

Amount: Total amount after tax is calculated on the Transaction for this Accounting Item. 

AmountCanBeEdited: true or false depending if the Amount can be edited on this Accounting Item.

Type: Invoice


New ScriptSheetItems Table

This new table contains the information from the spreadsheets associated to the scripts in Dispatch Science. 


The following columns are available:

Id: Id for the specific cell value.

RuleId: If the script is associated to a Rule then the Id of the Rule.

ExtraFeeTypeId: If the script is associated to an Extra Fee then the Extra Fee Type Id.

ExtraFeeScheduleId: If the script is associated to an Extra Fee then the Extra Fee Schedule Id when the Extra Fee is assigned.

Sheet: The name of the sheet within the spreadsheet.

ColumnNumber: The column number on the sheet.

RowNumber: The row number on the sheet.

Column: The name of the column on the sheet.

Row: The name of the Row on the sheet.

Value: The Value in the cell on the sheet, column, row.