Routes: Modification of a Route Execution

You can make changes to a route execution document created in the system on the Route Document Details (FS304000) form. Before the route execution is completed (that is, it has the Open or In Process status), you can perform the following changes:

• Add an appointment to the route execution: If there is urgent appointment that needs to be performed or no schedule has been created for some customer services, you can manually add an appointment to the route execution.
• Delete an appointment from the route execution: If the services of an appointment are not going to be performed or the customer canceled the appointment, you can delete it from the route execution by clicking the appointment line on the Appointments tab and clicking the Delete Appointment button on the table toolbar.
  Note:

  If you delete an appointment from the route execution, it will be automatically deleted from all records in the system.
• Change the order of appointments in the route execution: If necessary, you can change the order of the appointments by clicking the appointment you want to move and clicking the Move Up or Move Down button, depending on where in the route execution you want to move the appointment.
  Note:

  You can also change the order of appointments on the Routes on Map (FS300900) form. To do so, on the Routes tab, you drag and drop an appointment whose position in a route execution you want to change.
• Assign an appointment to a different route execution: If the appointment is going to be performed on another date or another route, you can move it to route execution of a different route or a route execution of a different date.