Setup

SO Module Control

Define your valid delivery days on the Delivery tab on the Sales Orders Module Control form. Select each day you want to define as an Active Delivery Day.

Validate delivery dates

If you don't select this option, Greentree Desktop updates delivery dates are not validated when you enter a transaction to determine whether they are active delivery days. Transactions process without warning.

If you select this option, Greentree Desktop validates delivery dates. An error message displays if an updated delivery date is for a non-active delivery day. You can change the delivery date to the next active day, or continue processing with the existing date.

AR Customer Maintenance

Customer delivery addresses are assigned on the Delivery Details tab on the AR Customer Maintenance form. The Show Daily Run button is enabled when you are positioned on an address line. You can define a Run Number and a Drop Sequence for an address, for each of the active days defined in on the Sales Order Module Control form.

Click the Copy Standard to All button to apply standards to each active day. Otherwise, you can assign a different run number and drop sequence for each day.

If the Sales Orders Module Control option Validate delivery dates is selected, a run number of zero is treated as a non-delivery day for the address. You can control active days at a customer address level if required, by the application of no valid run number.

If you have multiple delivery addresses set up for customers, you must assign run numbers and drop-sequences for each address using the Daily Run form if you want delivery run function to apply. If no details are assigned, when the address is selected when entering an order, you are prompted to say Warning: there are no valid days to deliver to this delivery address.

Click OK to save changes, or Cancel to close the form without saving any changes.

Show Run

Click this button to view current details for the run number of the day you are positioned to on the form. For example, if you position the cursor in the Wednesday Run Number field, and press Show Run, you can view a list of all customers that have also been assigned to Run 10 on a Wednesday.

This list shows all customers assigned to Run 10 on a Wednesday. In addition, the Drop Seq displays, which indicates the drop sequence that is assigned to each of the customers in this run.

Options to manipulate drop sequence

These options enable you to increase (or decrease) the increment between customer drop sequence numbers within a selected run, or change the drop sequence position of a customer within the run.

(a)

Renumber

Select this option to renumber the drop sequences for all customers in the selected run number and day. Use this option to increase the increment between drop sequence numbers, so you can add new customers into the run, if you want each new customer to assume a unique drop sequence number. You can also change the drop sequence position of customers in the run.

The original drop sequences set up for the six customers belonging to Run 10 for Wednesday, range from 5 to 30, and are incremented by 5. To insert new customers into this run, and their drop sequence falls between Mr K.R. Field and Furniture City (NSW), there are only four unique drop sequence positions to do this - numbers 6 - 9. If you have more customers than that, you can use the renumber feature to increase the increments between drop numbers in this run, giving you more space to insert new customers and drop sequences.

For example, by selecting Renumber and changing the Start at drop sequence number to 10, and the Increment by value to 10, this change occurs when you click OK.

Notes:

When you access the Show Run form via a specific day (for example, Wednesday), only the drop sequence for that day is updated for each customer.
If you access the Show Run form while on one of the Standard fields in the Daily Run form, the drop sequence is updated for the customer. This does not however, default to each day. To apply the change to each day, go back to the Daily Run form and click Copy Standard to All.
The Start at value must be between 1 and 900, inclusive.
The Increment by value must be between 1 and 100 inclusive.

(b)

Insert

Select this option to change the drop sequence number associated with a selected customer in the run, to make it closer to the drop sequence number of the customer immediately before it. This creates additional drop sequence number space between the customer you are changing, and the customer that follows it in the current drop sequence.

The change applies to the customer's address that you were positioned to on the Accounts Receivable Customer Maintenance form when the Daily Run and Show Run forms were activated. It is not related to the address you are positioned to in the Show Run table when the Insert is actioned.

Notes:

If you try action an insert for a customer who has a drop sequence number only one greater that the customer prior, you will receive an error message no room to insert).
When an insert is actioned, the Show Run form will close, and you returns to the Daily Run form for the customer that was changed.
Drop sequence numbers do not have to be unique. You can assign the same drop sequence number to multiple customers within a run. This however will not specifically differentiate between those customers in terms of which sequence their deliveries should be made.

SO User Preferences

This option is available in SO User Preferences: Default delivery date to today plus. This is an integer which defaults to zero. It represents the number of days to be added to today to calculate the delivery date for sales orders.