Routes: Executing a Route

In this activity, you will learn how to process a route execution in MYOB Advanced from starting it through closing it.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the driver of the Sweet Life Equipment company (Peter Lai) needs to execute a route on 1/30/2023. He will start the route execution from the office and then go to each customer location of the route. After all appointments are completed, the driver needs to go back to the office, where he will review the route execution in the system and prepare it for billing. You will perform the needed actions in the system, acting as the driver.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • On the Enable/Disable Features (CS100000) form, the Service Management and Route Management features have been enabled.
  • On the Service Management Preferences (FS100100) form, a key has been specified in the Bing Map API Key box.
  • On the Employees (EP203000) form, for EP00000005 (Peter Lai), the Staff Member in Service Management check box has been selected on the General Info tab, and the DRIVING skill has been added on the Skills tab.
  • On the Routes (FS203700) form, the NY2 route has been configured with executions on Tuesdays and Thursdays starting at 9:00 AM. Peter Lai has been assigned to this route on the Employees tab.

Process Overview

To execute a route, you start a route execution on the Route Document Details (FS304000) form, and then complete each appointment of the route execution on the Appointments (FS300200) form. You then complete the route execution on the Route Document Details form, and close it on the Close Routes (FS500800) form.

System Preparation

To sign in to the system and prepare to perform the instructions of the activity, do the following:

  1. Launch the MYOB Advanced website, and sign in to a company with the U100 dataset preloaded; you should sign in as a driver by using the lai username and the 123 password.
  2. In the info area, in the upper-right corner of the top pane of the MYOB Advanced screen, make sure that the business date in your system is set to 1/30/2023. If a different date is displayed, click the Business Date menu button, and select the 1/30/2023 date from the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.

Step 1: Starting the Route Execution

To start the route execution, do the following:

  1. Open the Route Document Worksheets (FS403900) form.
  2. Make sure that in the To box, 1/31/2023 is selected.
  3. Click the FSR00001 link to open the Route Document Details (FS304000) form.
  4. On the form toolbar, on the More menu (under Processing), click Start.

    Notice that the Actual Start Time value is set to the current time.

Step 2: Completing the Route Execution

To complete the route execution, do the following:

  1. While you are still viewing the FSR00001 route execution document on the Route Document Details (FS304000) form, on the Appointments tab, click the first assigned appointment (000014-1).

    The system brings up the Appointments (FS300200) form.

  2. On the form toolbar, click Start.
  3. On the Settings tab, in the Actual Date and Time section, specify the actual end time to be 30 minutes more than the actual start time. Select the Finished check box.
  4. On the form toolbar, click Complete.
  5. Close the Appointments form, and return to the Route Document Details form.
  6. Refresh the form, and verify that the status of the 000014-1 appointment has changed to Completed.
  7. Repeat Instructions 1–6 to complete the 000015-1 appointment.
  8. On the form toolbar of the Route Document Details form, on the More menu (under Processing), click Complete.

    The status of the route execution document has changed to Completed.

Step 3: Closing the Route Execution Document

To close the route execution document, do the following:

  1. Open the Close Routes (FS500800) form.
  2. In the table of route execution documents, select the unlabeled check box in the line with the FSR00001 reference number.
  3. On the form toolbar, click Process.

    The system opens the Processing pop-up window, in which you can see the status of the process.

  4. After the processing has successfully completed, click Processed.

    The system displays the processed record in the table. Notice that the route execution status has been changed to Closed, reflecting that the document is closed; the document details cannot be edited.

  5. Close the Processing pop-up window.