Route Executions with Service Delivery: To Modify the Route Execution

This activity will walk you through the process of modifying the existing route execution document and reassigning a route appointment from one route execution to another one.

Story

Suppose that the Thai Food Restaurant customer has requested the juicer demonstration service to be performed at the customer's location. At the same time, the HM's Bakery & Cafe customer, for which a route execution document has been created, has asked to change the date of the service that has been scheduled for them. Also, suppose that another route execution has been scheduled for the GoodFood One Restaurant customer on the next Tuesday.

A service manager (Maia Davis) of the SweetLife Service and Equipment Sales Center analyzed the route execution dates, confirmed them with the customers, and decided to combine these route executions to be performed within one route execution because they were requested for the same day. Acting as this service manager, you will modify the date in the route execution that was previously created for the HM's Bakery & Cafe customer, add an additional appointment for the Thai Food Restaurant customer, and reassign a route appointment for the GoodFood One Restaurant customer from one route execution to another one.

Process Overview

On the Route Document Details (FS304000) form, you will update the scheduled date in the selected route execution document and add a second appointment to the route. Next, you will create another route execution document and add an appointment to that route. Finally, you will reassign an appointment from one execution document to another and view the route with three appointments 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.
3. To modify the route execution, make sure that you have performed the following prerequisite activity: Route Executions with Service Delivery: To Create a Route Execution with Appointments.

Step 1: Editing the Start Date in the Route Execution

To edit the scheduled start date in the route execution, do the following:

1. On the Route Document Details (FS304000) form, in the Route Nbr. box, select R-ROUTE, the route that you have created while performing the Route Management: To Create Routes activity.
2. In the Scheduled Start Date box, select another date—the next Tuesday after the date currently selected in the box (see Item 1 in the following screenshot).
3. Save your changes.

   On the Appointments tab, notice that the date of the corresponding appointment (Item 2) has automatically been changed to match your edits.

   
   
   

4. On the Appointments tab, click Add on the table toolbar.
5. In the dialog box that opens, select ROUT, and click Proceed to close the dialog box.

   This opens the Appointments (FS300200) form, where you can add appointment settings.

6. In the Summary area, specify the following settings for the new appointment:
   • Customer: TOMYUM - Thai Food Restaurant
   • Description: Juicer Demonstration
7. Save your changes.
8. On the Details tab, click Add Row on the table toolbar, and select the VISIT service in the Inventory ID column.
9. Click Save & Close and return to the Route Document Details form to review the route execution with the created appointment listed on the Appointments tab, which is shown in the following screenshot.

   Notice that the system automatically inserts the scheduled date, start time, and end time for the appointment.

   
   
   

Step 2: Viewing the Modified Route on the Map

To view the route on the 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 (02/11/2025).
3. On the Staff pane of the form, click the Peter Lai row to highlight the route on the map, and click the arrow button left of the R-ROUTE route to expand the route details (see the following screenshot).

   
   
   

Step 3: Creating the New Route Execution

Do the following:

1. Open the Route Document Details (FS304000) form, and click Add New Record to add a new route execution.
2. In the Summary area, specify the following settings:
   • Route: TU-ROUTE
   • Date: The date corresponding to Tuesday, which you have specified in Step 1 of the current activity (02/11/2025).
   • Start Time: 3:00 PM
3. Save your changes.
4. Click Driver Selector, which is right of the Driver box.

   The Driver Selector dialog box opens, where you can select a driver who has the skills to execute the route and who is available for the specific day. Notice that only one driver is available because you have assigned two drivers to TU-ROUTE on the Route Employees tab, and one of them is already assigned.

5. Clear the Show Available Drivers for This Route Only check box.
6. Verify that only two drivers are shown and that the second driver has the Already Assigned check box selected, as you can see in the following screenshot.

   
   
   

7. Select the Show Available Drivers for This Route Only check box again, and click the Select Driver button at the bottom of the dialog box, which closes the dialog box.

   Notice that Luke Cole has been inserted in the Driver box of the Route Document Details form.

8. Click Vehicle Selector right of the Vehicle box.

   The Vehicle Selector dialog box opens, where you can select a vehicle to execute the route available for the given day.

9. Select FSE00017 (Brown Nissan), and click the Select Vehicle button, which closes the dialog box.

   The selected vehicle appears in the Vehicle box of the Route Document Details form.

10. Save your changes on the form.
11. On the Appointments tab, click Add on the table toolbar.
12. In the dialog box that opens, ensure that ROUT is selected and click Proceed to close the dialog box.

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

13. In the Summary area, specify the following settings for the new appointment:
    • Customer: GOODFOOD - GoodFood One Restaurant
    • Description: Juicer Demonstration
14. Save your changes.
15. On the table toolbar of the Details tab, click Add Row, and add the VISIT service to the appointment.
16. Click Save & Close, and return to the Route Document Details form to review the created appointment.

Step 4: Reassigning an Appointment to Another Route Execution

To reassign an appointment to another route execution, do the following:

1. On the Appointments tab of the Route Document Details (FS304000) form, click Reassign.

   The Route Appointment Assignment dialog box opens, in which you can reassign the selected appointment to another route execution. In the Available Routes table, only one route is available and it is selected.

2. Click Reassign to Current Route, which closes the dialog box.

   The appointment has been removed from the Appointments tab of the Route Document Details form and is now assigned to the R-ROUTE route execution that you created in Route Executions with Service Delivery: To Create a Route Execution with Appointments.

3. In the Route Nbr. box, select the route execution of the R-ROUTE route and verify that the reassigned appointment has appeared on the Appointments tab (as the following screenshot shows).

   Notice that the assigned driver has automatically been changed for the appointment.

   
   
   

4. To move up the selected appointment within the route execution, click the line with the newly added appointment, and click Move Up. Click Save on the form toolbar.

   Notice that the system has updated the scheduled start times for the appointments in the list.

Step 5: Viewing the Modified Route on the Map

To view the modified route on the map, do the following:

1. Navigate to the Staff Routes on Map (FS301000) form and select the date for which you have scheduled the route execution (02/11/2025).
2. On the Staff pane, click Peter Lai (R-ROUTE).
3. Verify that all three route appointments are assigned to the route execution, and that they will be performed in the order you have specified, as shown in the following screenshot.