Enter Customer Order Route

Explanation

Use this activity to create a customer order route. This optional task is to be performed by a system administrator or equivalent person. Route planning is a method to coordinate the delivery of goods to customers who order frequently. 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.

It is also part of IFS transport planning, which includes load lists and consignments. 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. You can also link forwarding agents to the customer order delivery routes if you use them for transport purposes.

Prerequisites

This activity has the following prerequisites:

• If you will be using a forwarding agent, basic information must be entered in the Forwarder window in IFS Enterprise.
• Although you do not connect customers to a route until after the route is established, you should have information regarding the customers and their delivery needs before you specify the days in the delivery route.

System Effects

As a result of this activity:

• A customer order route will be created, specifying route days, frequency, and order deadline lead time.
• The customer order route can be connected as a default route for the customer in the Customer window. This route will appear as the default on customer orders for that customer.
• The customer order route can be linked to individual customer orders.
• If a forwarding agent has been linked to the delivery route, this value will default whenever the route is selected. This default value can be deleted or changed.
• The order deadlines are used by the system in calculating the customer order delivery dates and times.

Window

Customer Order Route

Related Window Descriptions

Customer Order Route

Procedure

1. Open the Customer Order Route window. Populate, if desired, to view existing routes.
2. Select New to create a new customer order route.
3. In the Route ID field, enter a short code of no more than 12 alphanumeric characters.
4. Enter a description of the route.
5. In the Forward Agent field, you have the option if desired, to enter a forwarding agent. Enter the short code or use the List of Values.
6. In the Order Deadline for Route section, specify the number of days before the route day that the last order can be connected to the route. the default is zero.
7. Specify the time after which no orders can be added to the delivery route on the order deadline day. The time format is 00:00:00.
8. Select the route departure day(s) and enter the shipping time for each day selected.
9. Save the record.