How to: manage Delivery Routes on Sales Orders

Once a Default Delivery route or a Delivery Routing Matrix is assigned to a customer, the system will try to assign the Delivery Route to a Sales Order based on the Shipping Date on the Sales Order Header. The way the systems calculates the correct route is:

1. If on the entered Shipping Date a valid default Delivery Route is found, the system will use that value.
2. If no valid default Delivery Route is found, the Delivery Routing Matrix will be searched. If a valid entry is found there, the sustem will use that value.
3. If no valid Delivery Trip is found either way, the system will look for a valid day AFTER the initial shipping date and go through steps 1 and 2 again to find a valid Delivery Route. If it is found, the Shipping Date will be changed, the Delivery Route value entered and a notification is shown on the top of the page.

There are a number of consequences that lead from this setup that the customer needs to take into consideration:

• If a Delivery Route is used on the customer, either on the Default route or in the matrix, the system will always look for a next available date and route. The Delivery Route field becomes a "system-mandatory" field in that it will always contain a value.
• If there is a need for a Sales Order without Delivery Trip value, that will not be possible in that case, we propose to use a valid "catch-all / empty" Delivery Trip that can be used to deal with the Sales Orders that are the exceptions to the rule.
• If the Sales Order is created and the Workdate is not a valid Shipping Date for the Delivery Trip, the Shipping Date will be changed at the moment of creation of the Sales Order. A notification will be shown in the top of the page.