Assigning a Booking to a Provider

Assigning a booking to a provider means that the provider is responsible for performing the trip.

Before you begin

Trip Booking must be open.

Select a client and create a trip.
At minimum, a Date, Client, Req time, Origin, and Destination should be defined.
Click the Detail tab.
Click a Provider in the list.
Continue adding information about the trip as needed.
Do one of the following:
To Do this
Save the booking for batch scheduling later Click the Save button:

Schedule the booking immediately Click the Schedule button:
If the Provider Required property (with Trip Booking open, click File > Properties, and check the Booking Screen tab) is set to Yes and no provider has been selected, when the booking is saved a No provider entered, continue with booking Y/N message appears.
Click one of three options:
- Yes
  
  Save the booking without it being assigned to a provider.
- No
  
  Cancel the save activity.
- Yes to All
  
  Save the booking ignoring this warning and subsequent warnings due to travel violations..

To	Do this
Save the booking for batch scheduling later	Click the Save button:
Schedule the booking immediately	Click the Schedule button:

Any additional warnings appear and the selected option is applied to the Trip Booking.