Complete the Servicing Process
(Route Completion)
Access
This program is the last step in the service manifest process. After you service all merchandise and the service personnel returns with the original manifest report, you can then process the route completion.
Use this routine to record the actual servicing of the items on the manifest and to complete the order.
To enter COD payments, click on the Actions button and select Apply Payments to access the Payment Summary Window.
Service lines with a Closed Without Completion status as designated in Status Code Settings are recognized as closed lines.
WarehouseEnter the location for which you want to complete a manifest. Depending on user settings and the log-in screen, a default location can appear in this field. You can override the default response.
If you click on the Arrow button, you can choose from the drop-down list of locations available to you. Note that here and at any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.
DateToday's date defaults, but you can select another date. Click the calendar icon and select the date of the manifest that is being completed.
RouteIndicate the route for the manifest being completed. You can click the Search button to locate a route code. If 3rd party mapping is not active, the entry of a route code in this field is mandatory.
TruckThis field is used for delivery and service manifests only. If 3rd party mapping is active on your system and active for the selected location (Mapping Active field is selected in Warehouse Location record), this field is used rather than the Route field. Indicate the truck for which this manifest was created.
TechnicianIndicate the service employee assigned to the service calls on the selected route.
BankIndicate the bank to be used when posting COD payments received when the items on the manifest were serviced. Click the Search button to select a bank.
TypeThe type of manifest (Delivery, Transfer, Service) being completed displays here.
CODThe COD field displays the amount due from the customers for the orders on this manifest.
CollectedIf COD payments have been applied, this field displays payments received from the customers for the orders on the manifest.
New Storage LocationThis field is used for returned items or items that were not delivered. If a new storage location is entered here, it can be used as the default location for all undelivered or returned items on the manifest. (Alternately, different storage locations can be specified for individual pieces on the Document, Pickup, or Transfer Detail screen.)
DocumentEnter the document number or double-click to select a document from the grid. If there is no money due on the order, the program automatically selects the Detail option at Action and displays the Order Completion Details screen. Use the detail screen to record the pieces actually delivered/picked up and to reschedule and record any items that were not delivered/picked up.
Action
Any item on a manifest is capable of creating a manifest exception (for example, an item not delivered or a customer return not picked up). If your system is tracking manifest completion exceptions via the exception data (for example, delivery manifest items not delivered to customers) before purging. The system purges the data during end-of-month processing. If you enter zero here, the system does not retain route exception data.