Route Management: Implementation Activity

In this activity, you will learn how to prepare the system to support the processing of routes and route service contracts.

Story

Suppose that you, as an implementation manager, need to configure the system for the processing of the routes that the company executes and for the processing of route service contracts.

System Preparation

Before you start configuring the route management functionality, you need to make sure the following general steps have been performed:

  1. In a new tenant, a company with the basic settings has been prepared, as described in the Company Without Branches: General Information.
  2. The service management functionality has been prepared, as described in Basic Service Management Configuration: Implementation Activity.
  3. On the Numbering Sequences (CS201010) form, the numbering sequences to be used equipment entities have been created.
  4. On the Enable/Disable Features (CS100000) form, the Equipment Management feature has been enabled.
  5. On the Bing Maps Dev Center website, the API key for Bing Maps has been obtained.

Step 1: Specifying Settings for Maps

To be able to view information on maps, you need to perform the following steps:

  1. Sign in to the company you have prepared with the admin username.
  2. Open the Service Management Preferences (FS100100) form.
  3. On the Calendars and Maps tab (Map Settings section), in the Bing Map API Key box, specify the obtained API key.
  4. Save your changes on the form.

Step 2: Specifying the Route Management Preferences

Specify the basic route management settings as follows:

  1. Open the Route Management Preferences (FS100400) form.
  2. In the Route Numbering Sequence box of the Numbering Settings section, select FSROUTE.
  3. In the Billing Settings section, specify the following settings for the route contracts with standardized billing:
    • Select AR Documents under Generated Billing Documents.
    • In the Default Terms box, select 30D - 30 Days.
    • Make sure the Automatically Activate Upcoming Period check box is selected.
  4. Save your changes on the form.

You have defined the route management preference settings. Now you can proceed to creating route templates in the system.