Routes Closing

Form ID: (FS304010)

On this form, you can view the details of a completed or closed route execution, close a route execution, or reopen it if needed.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Command Description
Close Changes the route's status to Closed. This command is available only if the route has the Completed status.
Unclose Changes the status of the route to Completed after a route has already been closed. This command is available only if the appointment has the Closed status.

Summary Area

In this area, you can select a route of the Completed or Closed status, view its details, and change the actual times of the route.

Element Description
Route Nbr. The reference number of the route execution.
Status The status of the route, which can be one of the following:
  • Completed: All route activities have been completed. You can edit route details, and close or reopen the route.
  • Closed: All route data has been finalized and verified. You can reopen the route, which changes its status to Completed.
Scheduled Start Date The date when the route is scheduled to be performed.
Start Time The planned start time of the route. By default, this is the time specified in the route definition on the Routes (FS203700) form.
Actual Start Time The actual time when the route execution began.
Actual End Time The actual time when the route execution ended.
Branch The branch that performs the route.
Route The selected route definition.
Driver The driver assigned to perform the route.
Vehicle The vehicle assigned to the route.
Trip Nbr. The trip number for the selected route definition on the specified date.
Actual Duration Read-only. The actual time taken to complete the route.

Appointments Tab

On this tab, you can view details of the appointments associated with the route.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Service Order Type The service order type of the appointment. Only appointments with service order types configured with the Route behavior appear here.
Service Contract ID The identifier of the route service contract associated with the route.
Customer Contract Nbr. he unique reference number of the service contract created for the customer. The system generates this number automatically when a new service contract is created.
Schedule ID The identifier of the contract schedule used to generate the route.
Appointment Nbr. The reference number of the appointment.
Description A brief description of the appointment.
Customer The customer for whom the appointment is performed.
Customer Location The location of the customer where the appointment is performed.

This box is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

Status The status of the appointment, which is one of the following: Completed or Closed.
Scheduled Start Date The date on which the appointment is scheduled to take place.
Scheduled Start Time The time the staff member is expected to begin the appointment.
Scheduled End Time The time the staff member is expected to complete the appointment.
Address Line 1 The first line of the customer's address where the appointment is performed, typically including the street address.
Address Line 2 The second line of the customer's address, used for additional location details such as suite number, building, or floor.
City The city where the customer's location for the appointment is situated.
State The state or province where the appointment location is situated.
Postal Code The postal code of the appointment location.

Additional Info Tab

On this tab, you can view additional information about the route execution.

Table 2. Additional Info Tab Elements
ElementDescription
MilesThe total distance (in miles) of the route execution.
WeightThe weight of the transferred goods.
Fuel Qty.The amount of fuel used during the execution of the route.
Fuel TypeThe type of the fuel used by the vehicle during the execution of the route, which is one of the following options:
  • Regular Unleaded
  • Premium Unleaded
  • Diesel
  • Other
Oil The amount of oil used during the execution of the route.
Antifreeze The amount of antifreeze used during the execution of the route.
DEF The amount of diesel exhaust fluid used during the execution of the route.
Propane The amount of propane used during the execution of the route.