EN Re Allocation

Preamble

With this function fillings can be assigned automatically.

Important hints

• Before executing an automatic re-assigment, you should check whether a manual assignment of these fillings is more appropriate or not.
• The re-assignment is being executed on the base of the master data at the actual execution datetime. (cards, vehicles, drivers, companies etc.)
• When doing a re-allocation you should at least select a periode. Otherwise all transactions in the Autopoll database are being affected. This can influence the execution time enormously.

Menu call up

Settings

• Selected periode: activation and selection of the periode

• Card Reader: activation and selection of the card reader whose fillings shall be assigned

• only company: activation and selection of the company whose fillings shall be assigned

• only vehicle: activation and selection of the vehicle whose fillings shall be assigned

• only not allocated transactions: shall "only not allocated" fillings be assigned or all fillings be assigned

• short report: shall the assignment protocoll be displayed/printed

• delete duplicates: shall duplicate fillings be deleted during the assignment

• Local: shall fillings be assigned which have been done at local card readers
• Outside: shall fillings be assigned which have not been done at local card readers

• Local cards: shall fillings be assigned done with local cards
• EC: shall EC-card-fillings be assigned
• Cash: shall Cash-fillings be assigned
• Fleet: shall Fleet-card-fillings be assigned
• Credit: shall Credit-card-fillings be assigned

Hint: In the default settings of the Re-Allocation, the type of filling "EC", "Cash" and "Credit" are not activated, because in general the cash flow of these types of fillingda is assumed not being handled by Autopoll (e.x. invoicing or exporting in Autopoll). An assignment is therefore not necessary and sometimes not executable (anonymous EC-card-filling).

Result

If "short report" will be activated, the result will be displayed and can be printed/stored as PDF file for protocoll reasons.