Connect Route With Customer
Explanation
Use this activity to connect a customer to a customer order delivery route. This
optional task is to be performed by a system administrator or equivalent person.
This functionality would only be used for customers who order parts regularly and
frequently, but in quantities smaller than full truck loads. It would only be useful
if you have more than one customer with similar delivery requirements who are located
close enough together to be serviced by the same delivery route.
Route planning is a method to coordinate the delivery of goods to customers who
order frequently. Route planning allows you to plan deliveries based upon routes,
and to determine the last point in time that an order can be taken and still be
included in a specific delivery route.
Prerequisites
This activity has the following prerequisites:
- Customer information must have been entered in the
Customer window and associated
tabs, including at least one delivery address.
- The customer order delivery route must have been entered in
Customer Order Route.
System Effects
As a result of this activity:
- A customer is linked to a customer order delivery route.
- A load sequence number can be defined for each customer linked to the delivery
route, if desired, to define the sequence in which the truck cargo should be
loaded, based on the route.
Window
Customer,
Load Planning
Related Window Descriptions
Customer,
Customer/Address/Order Address
Info, Load Planning
Procedure
- Open the Customer
window. Populate the window or search for the customer(s) you want to connect
to a route.
- Select the customer from the list in the Identity field.
- Click the Address/Order Address Info tab.
- With the cursor in the Route ID field, use the List of Values to
select the route from available choices.
- Optionally, you can define the load sequence by entering a value in the
Load Seq No field. Alternatively, to see more details about the route
and load sequence, right-click then click Load Planning to open the
Load Planning window.
You can enter load sequence values for each of the connected customers in the
Load Sequence No column in this window.
- Save the record.