Route Executions with Item Delivery: To Process Pickup and Delivery Route Services

This activity will walk you through the process of creating a route execution with an appointment for regular delivery services.

Story

Suppose that the HM's Bakery & Cafe customer has requested a service of the delivery of 10 juicer containers each Wednesday. Acting as a service manager of the SweetLife Service and Equipment Sales Center, you will create a route execution with a route appointment that you will schedule for the delivery of juicer accessories. For the appointment, you will select the SUPP JUIACC - Delivery of juicer accessories service and specify that you are transferring 10 CONTAINER units.

Process Overview

On the Route Document Details (FS304000) form, you will create a route execution for the delivery of stock items. Then you will add an appointment to the route execution and will process this appointment.

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 perform this activity, make sure that you have performed the following prerequisite activity: Route Executions with Item Delivery: To Create Pickup and Delivery Route Services.

Step 1: Creating the Route Execution

To create a route execution for the delivery of juicer accessories, do the following:

1. On the Route Document Details (FS304000) form, on the form toolbar, click Add New Record.
2. Specify the following settings in the Summary area:
   • Route: R-ROUTE
   • Scheduled Start Date: The next Wednesday after the current business date (2/05/2025)
   • Driver: EP00000045 (Luke Cole)
   • Vehicle: FSE00016 (White Ford)
3. On the form toolbar, click Save.

   The route execution document has been created.

Step 2: Adding an Appointment to the Route Execution

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

1. While you are still viewing the route execution that you have created on Route Document Details (FS304000) form, on the table toolbar of the Appointments tab, click Add.
2. In the dialog box that opens, select ROUT and click Proceed.

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

3. In the Summary area, specify the following settings for the new appointment:
   • Customer: HMBAKERY - HM's Bakery & Cafe
   • Description: Juicer accessories delivery
4. On the form toolbar, click Save.
5. On the table toolbar of the Details tab, click Add Row, and in the Inventory ID column, select SUPP JUIACC to add this service.
6. On the form toolbar, click Save.
7. On the Details tab, click Add Row again, and do the following:
   • In the Line Type column, select Pickup/Delivery Item.
   • In the Inventory ID column, select CONTAINER.
     Tip:

     In this column, you can select only those stock items that you have specified for the selected route service on the Pickup/Delivery Item tab of the Non-Stock Items (IN202000) form.
   • In the Estimated Quantity column, type 10.
   • Save your changes.

   Notice that the Invoice Total in the Summary area displays the total amount due for the delivery service and the items to be delivered.

8. Close the pop-up window with the Appointments form, and return to the Route Document Details form.

Step 3: Attending the Appointment

For the purposes of this step, assume that you are now acting as Luke Cole performing the route execution and arriving at the appointment. (You do not need to sign out and sign in again, however.) Do the following:

1. While you are still viewing the Route Document Details (FS304000) form, in the upper-right corner of the top pane of the MYOB Acumatica screen, set the business date to the next Wednesday (after the current business date).
2. On the More menu, click Start to start the route execution.
3. On the Appointments tab, click the link of the appointment reference number to open the appointment on the Appointments form.
4. On the form toolbar, click Start to start the appointment.

   Assume that the service has been provided.

5. On the Settings tab, in the Actual Date and Time section, set the values in the Actual Start Date and Actual End Date boxes to be the same as the values in the Scheduled Date and Time section. Select the Finished check box.
6. On the form toolbar, click Complete.
7. Close the pop-up window with the Appointments form.
8. On the Route Document Details form, specify the route's actual start and end date and time to be the same as the appointment's scheduled date and time.
9. On the More menu, click Complete.