Route Executions with Service Delivery: To Create a Route Execution with Appointments

This activity will walk you through the process of creating a route execution document, scheduling the route execution for a specific day and time, adding a route appointment, and viewing the route on a map.

Story

Suppose that the HM's Bakery & Cafe customer has requested the juicer demonstration service, which will be performed at the customer's location. Acting as a service manager (Maia Davis) of the SweetLife Service and Equipment Sales Center, you will create a route execution document that includes one trip to the HMBAKERY customer for the demonstration. You will schedule the route for a specific day and time (next Thursday at 10:00 AM) and add the route appointment, where you will select the customer and the service to be performed. You will also view the route on a map.

Process Overview

On the Route Document Details (FS304000) form, you will create a route execution document and specify the scheduled start time, driver, and vehicle. Then you will add an appointment to the route execution and view the route on the map.

System Preparation

Before you begin performing the steps of this lesson, do the following:

1. On the MYOB Acumatica website, sign in to a company with the U100 dataset preloaded. You should sign in as a service manager by using the davis username and the 123 password.
2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, set the business date to 1/30/2025. For simplicity, in this activity, you will create and process all documents in the system on this business date.

Step 1: Creating the Route Execution

To create the route execution, do the following:

1. On the Route Document Details (FS304000) form, click Add New Record.
2. In the Summary area, specify the following settings, as shown in the screenshot below:
   • Route: R-ROUTE (see Item 1 in the following screenshot)
   • Schedule Start Date: The date of the next Thursday, 10:00 AM (Item 2), relative to the current business date of 1/30/2025
   • Driver: EP00000005 - Peter Lai (Item 3)
   • Vehicle: White Ford (Item 4)

   
   
   

3. Save your changes.

   The route execution document has been created. The system inserts the reference number based on the numbering sequence you have specified on the Route Management Preferences (FS100400) form.

   Tip:

   If you edit the route that you have selected for this route execution document, it will not affect the route executions that have already been created based on the route.

Step 2: Creating an Appointment for the Route Execution

To add an appointment to the route execution, do the following:

1. While you are still viewing the Route Document Details (FS304000) form, on the table toolbar of Appointments tab, click Add.

   The Select Service Order Type for New Appointment dialog box opens.

2. In the dialog box, ensure that ROUT is selected and click Proceed.

   This opens the Appointments (FS300200) form, where you can add appointment details for the first appointment in the route execution.

3. In the Summary area, specify the following settings for the appointment:
   • Customer: HMBAKERY - HM's Bakery & Cafe
   • Description: Demonstration of goods for prospective customer
4. Save your changes.
5. On the table toolbar of the Details tab, click Add Row, and select the VISIT service in the Inventory ID column.
   Tip:

   You can select only route services for route appointments.
6. Save your changes and close the form. Return to the Route Document Details form and notice that the created appointment is listed on the Appointments tab.
7. On the form toolbar, click Open Driver Calendar.

   The system opens the Staff Calendar Board (FS300400) form.

8. Verify that the appointment is shown on the Staff Calendar Board.

   Notice that the appointment is scheduled for the date you have selected, and that the scheduled start time of the appointment is later than the scheduled start time of the route execution. The system calculates the approximate time for the driver to get to the appointment location based on the customer address, its distance from the route start point, and traffic statistics.

   
   
   

9. Close the Staff Calendar Board form.

Step 3: Viewing the Route Execution on a Map

Now you can view the route execution on a map. Do the following:

1. Open the Staff Routes on Map (FS301000) form.
2. In the top right corner of the map, in the Date box, select the date for which you have scheduled the route execution (next Thursday).

   Here you can view on a map the routes to which the staff members are assigned on the selected date.

3. On the Routes pane (located on the left side of the form), click the arrow button next to the driver’s name (Lai, Peter) to view the appointment details for this driver.

   In particular, you can view the customer associated with the appointment, the identifiers of the appointment locations, and the total time required to perform the services (see Item 1 in the following screenshot).

   In the bottom left corner of the form, the system displays the route duration, the distance, and the total number of appointments for the selected driver (Item 2).

   
   
   

In the bottom part of the map on the form, the system displays the travel time between route points and the addresses of the route locations.