To export order data to RouteView:Use the Routing Order Exporter screen to select and export order data from Eclipse to RouteView.
The system selects all invoiced sales order generations with a ship date in the designated date range and a ship via and ship branch matching the inputs and then downloads a file containing the corresponding customer information and order data. You can also set the export to include purchase orders and transfers.
Note: Shipping address changes made on the sales order Header are not communicated in the interface. The system always downloads customer address information from the entity record.
To export order data to RouteView:
From the System > Custom > Routing menu, select Order Download to display the Routing Order Exporter screen.
In the Branch field, enter the branch for which you want to export order data.
Note: "All" is not a valid option for this field.
The system populates the Ship Via field with the defaults specified in the Routing Ship Vias control maintenance record.
In the Start Date and End Date fields, enter the date range from which to select order data to export.
In the Ship Via field, override the ship via defaults for which to export order data, as needed.
Use the Multi hot key to enter multiple ship vias.
In the Include POs field, enter Y to export purchase order data along with the sales order data.
In the Include Transfers field, enter Y to export transfer order data along with the sales order data.
Export the order data in one of the following ways:
Use the Begin hot key to export the data immediately.
Use the Schedule hot key to display the Phantom Scheduler screen, where you can schedule the export to run at a later time.
Note: You cannot change the date when scheduling the export.
The system sends one of the following messages to the designated routing administrator:
Routing order file download to branch branch# is complete.
No orders were selected for download to route for branch branch#.
See Also: