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  1. Create the reservation just like any other reservation, as described in Creating a New Reservation in Reservations or Creating a New Reservation in Dispatch.
  2. Find the reservation. See Viewing and Dispatching Rides in Reservations or Viewing and Dispatching Rides in Dispatch for for instructions. The grid appears showing one or more reservations. 
  3. Select the reservation in the grid and click the Dispatch Ride icon:

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For complete instructions on dispatching a ride, see Viewing and Dispatching Rides in Reservations or  or Viewing and Dispatching Rides in Dispatch .

Assigning a Farmed-In Ride Reservation

Using the Reservations module, you can choose Open Reservations from the File menu to show open reservations, including open farmed-in reservations. See Viewing and Dispatching Rides in Reservations for Reservations for details on finding and selecting a reservation.

Using the Dispatch module, you can choose Farm-In Review from the File menu to show all farmed-in reservations to review, or choose Rides to Dispatch to show open reservations, including open farmed-in reservations. See Viewing and Dispatching Rides in Dispatch for  for details on finding and selecting a reservation.

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Note: For complete instructions on viewing and dispatching rides in the Reservations module, see Viewing and Dispatching Rides in Reservations. For complete instructions on viewing and dispatching rides in the Dispatch module, see Viewing and Dispatching Rides in Dispatch.

Sending a Reservation Status Update

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Note: For complete instructions on setting the dispatch status in the Reservations module, see Viewing and Dispatching Rides in Reservations. For complete instructions on on setting the dispatch status in the Dispatch module, see Viewing and Dispatching Rides in Dispatch .

Closing the Ride

When the ride is finished, the affiliate provider closes the farmed-in ride first, adding charges as needed. Then the sending provider that farmed out the ride can accept the charges and close the ride.

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  1. Start the Ride Closeout module, and choose Move Rides to Accounting from the File menu.
  2. The Move Rides to Accounting window appears. In the Up to Ride Date field, select the date for rides to be moved (should be the day prior to the current date).
  3. Leave the Set Closing Date checkbox blank.
  4. Click the Start button. When this is completed, the rides are marked as OPEN.
  5. Find the ride in the Ride Closeout module grid. For instructions, see Using the Ride Closeout Module.
  6. Select the ride in the grid, and click the Close Ride icon: 
  7. The Close Ride checkbox should already be checked; if not, check the Close Ride checkbox. The By and On fields should be populated with the User ID and the system date respectively.
  8. Review the Pricing tab information and enter charges such as parking and tolls:



    The Pricing tab shows the following (as outlined in the figure above):
    • All details of the pricing components billed to the customer (outlined in red).
    • Accounting data compiled from the accounting actions take on the ride (section highlighted in green).
    • Optional data you can enter if used in your operation (section highlighted in light blue).
    • Driver Pay data, including charges such as parking and tolls (section highlighted in purple). See Using the Driver Pay Module for for instructions on how to generate driver payments.
  9. Click Save to save any changes under the Pricing tab.

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  1. Start the Ride Closeout module, and choose Move Rides to Accounting from the File menu.
  2. The Move Rides to Accounting window appears. In the Up to Ride Date field, select the date for rides to be moved (should be the day prior to the current date).
  3. Leave the Set Closing Date checkbox blank.
  4. Click the Start button. When this is completed, the rides are marked as OPEN.
  5. Find the ride in the Ride Closeout module grid. For instructions, see Using the Ride Closeout Module.
  6. Select the ride in the grid, and click the Close Ride icon: 
  7. The Close Ride checkbox should already be checked; if not, check the Close Ride checkbox. The By and On fields should be populated with the User ID and the system date respectively.
  8. The Pricing tab includes charges entered by the affiliate, such as parking and tolls:

     

  9. Click the Review Pricing button to review the affiliate's pricing in detail:

     

  10. Click Update Reservation to update the reservation with the affiliate charges and return to the Pricing tab.
  11. Click Save to save any changes under the Pricing tab.

Note: For complete instructions on closing rides, see Using the Ride Closeout Module.