Configure Auto Ticket Creation for Monitored Tanks

Delivery tickets can automatically generate for monitored tanks when a specified percentage level is reached or surpassed through a tank monitor reading. You can configure this either in the Admin > Setup Tank Monitor setup page or from the customer Tanks tab.

Option 1: Configure auto ticket creation in Admin > Setup

• Navigate to: Admin > Setup and click Edit on the External Integrations - Tank Monitor row.
• At the bottom of the page there is a grid to set up Auto Ticket Creation.

• Select the tanks that should auto generate a delivery ticket by using the checkboxes in the Auto Ticket Creation column.
• Enter the Creation Threshold Percentage in the box for that row.
  • When this percentage is reached or surpassed through a tank monitor reading, Cargas will automatically generate a delivery ticket.
  • If this box is blank, tickets will not auto generate.
  • If this box is set to 0 or greater, a ticket will generate when that threshold is reached.
  • Note: a ticket will not be automatically created for a tank with an open/unposted delivery, even if the Allow Multiple Deliveries option is enabled on the tank.
• Use the dropdown at the top left of the grid to filter between:
  • All Tanks
  • All Mapped Tanks
  • All Unmapped Tanks
• If a tank is Unmapped, tickets will not auto generate, even if the Auto Ticket Creation box is checked and the Creation Threshold Percentage box has a value.

Option 2: Configure auto ticket creation from the customer Tanks tab

• Navigate to the customer record and open the Tanks tab.
• Click Actions > Edit Tank for the desired monitored tank.
• The Tank Monitor box will show:
  • Tank Monitor ID
  • Auto Ticket Creation checkbox
  • Creation Threshold Percent

• Click the Edit button to make changes.
• Check the Auto Ticket Creation checkbox.
• Enter the Creation Threshold Percentage in the box for that row.
  • When the Creation Threshold Percentage is reached or surpassed through a tank monitor reading, Cargas will automatically generate a delivery ticket.
  • If this box is set to 0 or greater, a ticket will generate when that threshold is reached.
  • If this box is blank, tickets will not auto generate.
  • Note: a ticket will not be automatically created for a tank with an open/unposted delivery, even if the Allow Multiple Deliveries option is enabled on the tank.
  • If the customer is on hold, the auto-created ticket will go to the Delivery On Hold screen.
• If a tank is Unmapped, tickets will not auto generate, even if the Auto Ticket Creation box is checked and the Creation Threshold Percentage box has a value.
• Click Save to confirm any changes.
• Any changes made to Auto Ticket Creation or Creation Threshold Percent here will be reflected on the Admin > Setup > Tank Monitor setup page.

How auto-created tickets behave

• When a ticket is generated by this process, the Created By user will be System.
• The ticket is placed into the Monitored section of the Delivery Center.
• In the Admin-based setup, the ticket delivery type will be Automatic.
• From the customer screen setup, the ticket delivery type will be Will Call; ensure there are no schedules on the tank or it will not auto-create a delivery ticket.
• Tickets will not auto-create if:
  • The tank has an open/unposted delivery.
  • The tank has a schedule.
  • The tank is Unmapped.
  • The customer is on hold (in this case, the ticket goes to Delivery On Hold rather than the standard queue).