Logistical Scheduling

Merchandising and Distribution > Inventory > Inventory Management > Transfer Processing > Logistical Scheduling
Merchandising and Distribution > Logistics > Delivery Processing > Logistical Scheduling
Merchandising and Distribution > Logistics > Transfer Processing > Logistical Scheduling
Merchandising and Distribution > Logistics > Service Processing > Logistical Scheduling
Customer > Coordination and Logistics > Delivery Processing > Logistical Scheduling
Customer > Coordination and Logistics > Service Processing > Logistical Scheduling

Use this program to schedule one or more deliveries/returns, service orders, or warehouse transfers for a selected date. The transactions you select appear in a grid on the Confirm Schedule tab. The grid legend can be found in the Logistical Scheduling Screen Grid topic.

You can access orders directly from the Confirm Schedule tab if a check appears at the Access Order Entry field on the Delivery tab in the Point of Sale Control Settings.

The read-only version of this routine is called View Delivery Schedules. In that routine, you can view but not edit data, for example orders already on a manifest.

If the Recalculate Delivery Charge field is enabled in the Point of Sale Control Settings, the system recalculates delivery charges if a user changes any of the following on an order:

    - delivery date

    - delivery status from EST to SCH

    - route code

To consolidate all orders with the same customer and delivery address into a single delivery stop, check the box at the Consolidate Stops field in the Route Capacity Control Settings.

Service lines with a Closed Without Completion status as designated in Status Code Settings are recognized as closed lines.

Search for Schedules

Use this tab to select orders for delivery scheduling. The orders you select appear in the grid on the Confirm Schedule tab.

The Save button and the Actions button are inactive on this tab. To activate the Confirm Schedule tab, you must specify a

After you access the Confirm Schedule tab, you can still view the Search for Schedules tab. However, you cannot edit any of its fields. To change a field, click on the Clear button and re-enter your run-time criteria.

Select the order type being scheduled. You have the following options:

Sales Orders
Service Orders
Transfers

This field is active only if scheduling transfer orders. Enter the warehouse or store location that is to receive the transferred merchandise. You can click the arrow to select a location from the drop-down list. The list is restricted to locations that have transfers assigned to be sent to them from the Deliver From location you specified. To select multiple "transfer to" locations, click the Action button. The Multiple Location Selection Window displays, where you can select one, multiple, or all locations.

You can select multiple "transfer to" locations and then use the Re-schedule Transfers option from the Actions menu on the Confirm Schedule tab to reschedule multiple transfers, for a selected date, at one time. (See Actions on the Confirm Schedule tab for detail.)

To list only orders with estimated or scheduled delivery/transfer/service dates prior to today's date, check the box at this field. We recommend you select this option on a daily basis to ensure you monitor all deliveries/transfers/service calls.

If you check the box at this field, the program does not consolidate delivery stops (see the Consolidate Stops field in the Route Capacity Control Settings).

Confirm Schedule

The orders selected via the Search for Schedules tab appear in the grid. The grid legend can be found in the Logistical Scheduling Screen Grid topic.

Scheduling Orders with Multiple Delivery Dates

If you change an available delivery date to an existing date or create a new date, the system updates all lines and line quantities associated with the original date. If you schedule lines for a date that does not yet exist, the system updates the order and inserts the new date into the appropriate place among the Available Delivery Dates.

If multiple delivery dates exist and you change the Next Delivery Date so that it is no longer the next chronological delivery date, the system re-assigns the Next Delivery Date status to the "new" next delivery date. A warning message appears but you can proceed. All lines and line quantities scheduled for the original Next Delivery Date remain associated with that delivery, but the system moves the date back in the list of delivery dates.

In the Delivery Scheduling process, the system selects documents with delivery dates that fall within the date range you specify. Documents with multiple delivery dates appear on the Promised list for each of the available delivery dates. Thus, a single document can appear multiple times in the grid. For this reason, if the Multiple Delivery Dates feature is active on your system, the ability to manually specify documents as opposed to selecting them from the grid is restricted.

Sorting the Grid

When you first load the grid, the sort defaults to customer name in ascending order. If you click on a column header, the grid sorts by that column in ascending order. If you click on the column header a second time, the grid sorts by that column in descending order. If you click on the column a third time, the grid returns to the default sorting order.

Use this field to restrict the orders that appear in the grid to a selected scheduling status. You have the following options:

No Filter
Scheduled
Estimated

If you select Transfers at the Schedule field on the Search for Schedules tab, you inactivate this field.

For documents with multiple delivery dates, any change you make to the status applies to all delivery dates.

These display-only fields show the total amount of real-time activity in the grid. For example, the fields update as you

add and remove orders from the grid,
change from Estimated to Scheduled or vice versa, or
update the selection criteria on the Search for Schedules tab

An asterisk (*) next to the field name indicates the total capacity for that item, specified in the Route Capacity Settings, has been reached.

To calculate total stops, units, and dollars, the system displays the actual quantities from the Route Capacity Settings. Note that the grid values may not match the route calendar values as displayed on this screen, depending on your settings in the Route Capacity section of the Point of Sale Control Settings.

To calculate the total volume of the items appearing in the grid, the system uses the following search hierarchy for the total quantity of each item:

Volume field in the Advanced Product Settings.
Capacity Units field in the Group Settings
Default Weight field in the Route Mapping Control Settings (mapping must be active on your system)

If the system cannot calculate a volume for an item based on the above hierarchy, a volume of zero (0) appears for the item.

The grid contains a line for each order retrieved by the selection criteria specified on the Search for Schedules tab. If you double-click on a grid item, the Transaction Update – Logistical Scheduling screen appears via which you can view or edit selected fields.

However, if the item is on a manifest, you can edit only the Contact Status and Time fields, and to edit these fields you must have clearance via the Update Status and Stop Time for an Order on a Manifest field in the Extended Security settings. If you don't have clearance, a message appears with the option to view the transaction in the View an Existing Sales Order routine.

If you select Transfer at the Schedule field on the Search for Schedules tab, the Customer Name column in the grid displays the transfer-to location description (name). If "Auto" appears in this column, the item is an auto-transfer. Note that "Auto" appears only if your system is set to not prefix auto-transfer numbers with a "T" (specified at the Use Order Number on Auto Transfers field in the Point of Sale Control Settings).

Print Delivery Tickets - access to print delivery tickets routine with shipping location, scheduled date, and route already filled in from scheduling screen; option is available only if single scheduled date is specified on Search for Schedules tab.
Print Pick List - access to print pick list routine with shipping location, scheduled date, and route already filled in from scheduling screen; option is available only if single scheduled date is specified on Search for Schedules tab.
Re-schedule Transfers - use this option to reschedule multiple transfers for the same new date at the same time.