Processing Routes

Creating a Route

1. Open the Routes (FS203700) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. Type the identifier to use for the route in the Route ID box of the Summary area.
4. In the Description box, type a brief description of the route.
5. In the Start Location section, do the following:
   1. Select the branch in the Branch box that relates to the starting location of the route.
   2. In the Branch Location box, choose the branch location that relates to the starting location of the route.
6. In the End Location section, do the following:
   1. In the Branch box, choose the branch that relates to the ending location of the route.
   2. In the Branch Location box, choose the branch location that relates to the ending location of the route.
7. On the Execution tab, specify the days when this route can be executed:
   1. In the Day of Week column, staff members should select the check boxes next to the days of the week when they can execute the route.
   2. For each selected day of the week, in the Start Time column, select the earliest time when staff members can start executing this route.
   3. For each selected day of the week, specify the maximum number of times the route executes during the day in the Nbr. Trip(s) per Day column.
8. To be able to select drivers to execute a route, on the Employees tab, for each driver that can execute this route, do the following:
   1. On the table toolbar, click Add Row.
   2. In the Employee ID column, select the driver.
   3. In the Priority Preference box, select the priority of this driver to execute the route. The lower the digit, the higher the priority of the driver.
9. If needed, on the Attributes tab, for each attribute you want to add, perform the following steps:
   1. On the table toolbar, click Add Row.
   2. In the Attribute ID column, select an attribute that defines a characteristic related to executions of this route.
   3. If needed, in the Sort Order column, specify the order of the attribute for sorting in reports.
   4. If users must specify a value for the attribute for all executions of this route, select the Required check box.
   5. If needed, in the Default Value column, select the value.
10. On the form toolbar, click Save.

Generating Route Appointments

1. Open the Generate Route Appointments (FS500200) form.
2. If needed, in the Route box, select the route for which you want to generate appointments. If you leave this box blank, the form displays schedules for all routes.
3. In the Generation Options section of the form, specify the date range for which you want the schedules to be displayed as follows:
   1. In the Generate From box, select the start date of the range. The system selects the current date by default.
   2. In the Generate Up To box, select the end date of the range. The system selects the current date by default.
4. Do one of the following:
   1. On the form toolbar click Process All to generate appointments for all listed schedules.
   2. On the Schedules tab, select the unlabelled check box for each schedule you want to generate, and on the form toolbar, click Process to generate appointments for only the schedules you select.

Creating a Route Execution Manually

1. Open the Route Document Details (FS304000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. In the Route box, select the route for which you want to create the document.
4. If needed, if multiple trips are performed for the route on the specified date, in the Trip Nbr. box, specify the number of the trip.
5. In the Schedule Start Date box, select the date and time when you will start the route execution.
6. In the Summary area, click the Driver Selector button.
7. In the Driver Selector dialog box, which opens, select the driver from the list of available drivers assigned to the route related to this route execution and click Select Driver.
8. In the Summary area, click the Vehicle Selector button.
9. In the Vehicle Selector dialog box, which opens, select the vehicle from the list of available vehicles and click Select Vehicle.
10. On the form toolbar, click Save.

Setting Up a Route Sequence

1. Open the Route Sequences (FS303800) form.
2. In the Route box, select the route for which you want to change the order of appointments.
3. In the table, in the Order column, specify a new order number for each appointment whose order you want to change.
4. On the form toolbar, click Save.

Changing an Order of Appointments on the Route Document Details Form

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution for which you want to change the order.
3. On the Appointments tab, for each appointment whose position in the route execution you want to change do the following:
   1. Click the appointment.
   2. If you want to move the appointment up, click Move Up.
   3. If you want to move the appointment down, click Move Down.
4. On the form toolbar, click Save.

Changing the Order of Appointments on the Routes on Map Form

1. Open the Routes on Map (FS300900) form.
2. In the Date box, select the date of the route execution.
3. In the Routes table, click the arrow button at the left of the route execution for which you want to change the order.
4. Drag the appointment you want to move and drop it at the position where you want it to be.

Reassigning an Appointment to Another Route Execution

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution that currently assigns the appointment.
3. On the Appointments tab, click the appointment that you want to reassign.
4. On the table toolbar, click Reassign.
5. In the Route Appointment Assignment dialog box, which opens, do the following:
   1. In the Route Date box of the Filter Options section, specify the date for which you want to view route executions to which you can reassign the appointment.
   2. If needed, in the Route box, select the route for which you want to view route executions.
   3. In the Available Routes table, click the line with the route execution to which you want to reassign the selected appointment.
   4. Click Reassign to Current Route button.

Adding an Appointment to a Route Execution

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution to which you want to add the appointment.
3. On the table toolbar of the Appointments tab, click Create New Appointment.
4. In the Select the Service Order Type for the New Appointment dialog box, select a service order type with the Route behaviour and click Proceed.
5. On the Appointments (FS300200) form, which opens, add the details of the appointment, and click Save & Close on the form toolbar to save the appointment details and close this form.

Deleting an Appointment from a Route Execution

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution that currently assigns the appointment.
3. On the Appointments tab, click the appointment that you want to delete.
4. On the table toolbar, click Delete Appointment.
5. In the Confirm Unassign Appointment dialog box, click Yes.

Cancelling a Route Execution

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution that you want to cancel.
3. On the More menu (under Processing), click Cancel. The route execution gets the Canceled status.

Reopening a Route Execution

1. Open the Route Document Details (FS304000) form.
2. In the Route Nbr. box, select the route execution that you want to reopen.
3. On the More menu (under Corrections), click Reopen. The route execution gets the Open status.