Connect Route With Customer

Explanation

This activity is used 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 Delivery Route window.

System Effects

As a result of this activity:

• A customer is linked to a 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

1. Open the Customer window. Populate the window or search for the customer(s) you want to connect to a route.
2. Select the customer from the list in the Identity field.
3. Click the Address/Order Address Info tab.
4. With the cursor in the Route ID field, use the List of Values to select the route from available choices.
5. Save the record.