Route Management: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the management of routes and the processing of route service contracts in the system.
Prerequisites
Before you start configuring route management, you should make sure that the needed configuration tasks have been performed, as summarized in the following checklist.
| Form | Criteria to Check | Notes |
|---|---|---|
| Multiple forms | The minimum company settings are specified, as described in Company Without Branches. | |
| Multiple forms | The sales order management configuration has been implemented, as described in Order Management with Inventory. | |
| Multiple forms | The service management configuration has been implemented, as described in Basic Service Management Configuration. | |
| Numbering Sequences (CS201010) form | The numbering sequence for route executions has been created. | |
| Employees (EP203000) form | The employees that are drivers have been defined in the system. | |
| Enable/Disable Features (CS100000) form | The Route Management feature has been enabled and the feature that represents the necessary number of vehicles of the company (10 Vehicles, 50 Vehicles, or Unlimited Vehicles) has been also enabled. |
Required Steps
To make it possible for users to execute routes and process route service contracts, you should navigate to the forms listed in the following table and perform the configuration actions that are described.
| Form | Action | Notes |
|---|---|---|
| Service Management Preferences (FS100100) | Specify the Bing Map API Key. | |
| Route Management Preferences (FS100400) form | Specify the route numbering sequence and the billing settings for contracts with standardized billing. | |
| Service Order Types (FS202300) form | Create the service order type for route appointments, as described in Service Order Types: To Create a Service Order Type for Route Appointments. | |
| Skills (FS206000) form | Create the driver skills. | |
| Employees (EP203000) form | Assign a driver skill to all the employees that are drivers. | |
| Vehicle Types (FS204200) form | Create all the types of vehicles of the company. | |
| Item Classes (IN201000) form | Modify the item classes to contain the default settings of the company's route services. |
Additional Settings
For faster data entry, you can specify a route service order type that will be selected on the data entry forms in the Default Service Order Type box of the Route Management Preferences (FS100400) form.
- To set up the system to calculate statistics on route execution by using Bing Maps API on
the Route Document Details (FS304000) form, you select the
Calculate Route Statistics Automatically check box.
If this check box is cleared, to calculate route execution statistics, users will have to click the Calculate Route Statistics button on the Route Document Details form.
- To enable the tracking of GPS locations at start and end point of the executed route, you select the Track Start and Complete Location of Route check box. The GPS locations will be displayed on the Location tab of the Route Document Details form.
- To set up appointments added manually to a route on the Routes (FS203700) form to be first in the route, you select
the Set Appointments Created Manually as First in Route check box.
If this check box is cleared, the added appointments are placed last in the route.
- To make it possible to specify months in route contract schedules when they are applicable, you select the Enable Seasons in Schedule Contracts check box. The system makes the Season Settings section available on the Recurrence tab of the Service Contract Schedules (FS305100) and Route Service Contract Schedules (FS305600) forms.