Fleet Delivery Stop Maintenance

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Purpose

Define customer truck stops to be used in routing management.

Overview

Use Fleet Delivery Stop Maintenance to assign routes to customers and set up stop numbers in conjunction with an in house fleet delivery system. You can use routing management to facilitate picking, packing, loading, and delivery of products to customers. Routing management is comprised of creating routes, waves, and stops and associating the complete route to a customer's record. Routes correspond to truck routes, stops are the stops for each route, and waves are a group of routes.

To set up an integrated routing system, use Fleet Delivery Stop Maintenance and the following:

Creating Stops

To create stops:

  1. Enter a route in the Route field.

  2. Click the Update button in the ribbon.

  3. Enter a customer code or name in the Customer Code or Customer Name field. The fields in the Ship To section default to the customer's ship-to address.

  4. Verify the correct ship-to address is displayed for the customer. If it is not, enter a different ship-to address in the Name field.

  5. Verify the stop number in the Stop Number field.

  6. Click the Add button. The stop displays in the Defined Stops grid.

  7. Repeat steps 3 to 6 for all stops for the route.

  8. Click the OK button in the ribbon. The route is updated.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Fleet Delivery Stop Maintenance window.

Update

Click this button to add or remove stops for the selected route.

OK

Click this button to accept an action. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the Update button in the ribbon.

First

Click this button to display the first route.

Prev

Click this button to display the previous route.

Next

Click this button to display the next route.

Last

Click this button to display the last route.

Main Tab Fields and Buttons

Field or Button

Description

Route

Enter a route for which to define stops, or click the Lookup button to select a route. For information on setting up routes, see Fleet Delivery Route Maintenance.

Description

This field displays the description of the selected route.

Delivery Days

These check boxes are selected for delivery days for the selected route.

Customer Code

Enter a customer code for the stop, or click the Lookup button to select a customer code. For information on setting up customers, see Customer Maintenance.

Customer Name

Enter a customer name for the stop, or click the Lookup button to select a customer name. For information on setting up customers, see Customer Maintenance.

Name

Enter a ship-to address name for the selected customer, or click the Lookup button to select a ship-to address name.

Sequence #

Enter a sequence number for the customer's ship-to address, or click the Lookup button to select a sequence number.

Address 1

This field displays the first line of the selected ship-to address.

Address 2

This field displays the second line of the selected ship-to address.

Address 3

This field displays the third line of the selected ship-to address.

City

This field displays the city of the selected ship-to address.

State

This field displays the state of the selected ship-to address.

Primary Address

This check box is selected if the selected ship-to address is the primary ship-to address for the customer.

Manifest Needed

This check box is selected if a manifest is required for the selected ship-to address.

Postal Code

This field displays the postal code for the selected ship-to address.

Country

This field displays the country for the selected ship-to address.

Frequency

Enter the number of weeks between deliveries to the customer.

Example If a customer wants delivery every other week, enter 2.

Start Date

Enter the start date for calculating alternating delivery, or click the drop-down arrow to select the start date. This field is only enabled if you enter a value of 2 or greater in the Frequency field.

Example If a customer wants every other week delivery on a Tuesday starting from Tuesday, December 28, 2021, then enter 2 in the Frequency field and 12/28/21 in the Start Date field. When entering new orders for this customer, the possible future delivery dates for this customer on this route would be 1/11/2022, 1/25/2022, 2/8/2022, etc.

Stop Number

Enter the stop number. You can use the Increment Stop By field and Seq button to automatically enter a number for stops.

Add

Click this button to add the stop to the route.

Use in Default Route Search

Select this check box to use the stop number in searching the route during customer order processing. When determining which route can be entered automatically for a customer in the Route/Stop field on the Ship To tab in Order Entry, the system will only search stops for which the Use in Default Route Search check box is selected. However, if you manually click the Lookup button for the Route/Stop field, you can also select stops for which the Use in Default Route Search check box is cleared.

EXAMPLE Three stops are set up for a customer: 001, 002, and 003. The Use in Default Route Search check box is only selected for stops 002 and 003. When searching, the system only finds 002 and 003. Since 002 is the first stop the system can find, 002 is entered automatically on the Ship To tab in Order Entry.

Monday

This check box is selected if the customer does not accept deliveries on Mondays at the selected ship-to address.

Tuesday

This check box is selected if the customer does not accept deliveries on Tuesdays at the selected ship-to address.

Wednesday

This check box is selected if the customer does not accept deliveries on Wednesdays at the selected ship-to address.

Thursday

This check box is selected if the customer does not accept deliveries on Thursdays at the selected ship-to address.

Friday

This check box is selected if the customer does not accept deliveries on Fridays at the selected ship-to address.

Saturday

This check box is selected if the customer does not accept deliveries on Saturdays at the selected ship-to address.

Sunday

This check box is selected if the customer does not accept deliveries on Sundays at the selected ship-to address.

Clear

Click this button to clear all stop-related fields above the grid.

Defined Stops

This grid displays stop information for the selected route. Double-click a stop to edit it, and then click the Add button to save changes.

You can select or clear the check box in the Use in Default Route Search grid column for each stop to indicate whether to use each stop number in searching the route during customer order processing.

You can use the up and down arrow buttons to move a selected stop up or down in the route. When you do this, the stop numbers are updated appropriately.

Example A route consists of three stops, 50, 60, and 70, for customers AAA, BBB, and CCC. If you select customer BBB, and click the up arrow button, it becomes stop 50, and the stop for customer AAA becomes stop 60.

Remove

Click this button to remove the selected stop from the route.

Click this button to move the selected stop up in the Defined Stops grid. When you do this, the stop numbers are updated appropriately.

Click this button to move the selected stop down in the Defined Stops grid. When you do this, the stop numbers are updated appropriately.

Increment Stops By

Enter an amount by which to increment the stop number for the next stop. This field defaults to 1.

Seq

Click this button to resequence stop numbers for stops in the Defined Stops grid based on the value entered in the Increment Stops By field.

Example A route includes three stops with numbers 10, 20, and 30. You enter 5 in the Increment Stops By field, and then click the Seq button. The stops are changed to have sequence numbers 5, 10, and 15.