Defining Auto Scheduling Parameters for Shipping Manifests

Before you can use the automatic shipping manifest scheduling, you need to perform these additional setup tasks. After these setup tasks are complete, the system schedules orders in the Shipping Manifest Queue based on the defined criteria.

Set up the following for auto scheduling shipping manifests:

Ship Via Print Status and Route Delivery Information

Assign a print status of Manifest for all ship vias you want to use on the Shipping Manifest Queue, and assign delivery information to each ship via your company uses. This information defines the start times, first delivery times, and delivery intervals to use as defaults for each ship via on a shipping manifest. You can override the defaults if necessary in the Shipping Manifest Queue screen.

On the Ship Via Route Delivery Information screen, also indicate whether you want the Auto Manifest Load utility activated. If activated, this utility places each ticket delivered using the ship via on a shipping manifest when the order's status is Invoice on the Sales Order Entry Status screen and when you use the Select Tks hot key on the Shipping Manifest Queue screen.

To assign ship via print status and route delivery information:

  1. From the Files menu, select Ship Via to display the Ship Via Maintenance screen.

  2. In the ShipVia field, enter the ship via you want to edit for the Shipping Manifest queue.

  3. In the Print Status field, enter M for manifest.

  4. Use the Delivery Info hot key to display the Ship Via Route Delivery Information screen.

  5. In the Delivery Start Time field, enter the time when the truck is scheduled to leave the warehouse.

The time you enter displays in the Start Time field of the Shipping Manifest Queue screen for this ship via. You can change the time on the manifest without affecting the default you assign for the ship via.

  1. In the First Delivery Time field, enter the time when the truck is scheduled to make its first delivery.

The time you enter displays in the First Delivery field of the Shipping Manifest Queue screen for this ship via. You can change the time on the manifest without affecting the default you assign for the ship via.

  1. In the Delivery Interval field, enter the average number of minutes between stops for this ship via.

If you leave the Delivery Interval field blank for a ship via, the system enters 15 minutes in the Delivery Interval field on the Shipping Manifest Queue screen.

  1. In the Auto Manifest Load field, enter Y or N to indicate if you want the system to add an order to a manifest and schedule it on the manifest according to these defaults.

  2. Press Esc to save the route delivery information.

Delivery Order

Assign each ship via a delivery order to use as a default on the Ship Via Delivery Order screen. This information determines in what order the driver makes deliveries on a manifest for a ship via. The system defaults to this defined data first. You must also assign delivery information for the ship via in Ship Via Maintenance for the delivery order to be active. For more information, see Ship Via Print Status and Route Delivery Information.

To define a delivery order to use as a default:

  1. From the Files menu, select Customer to display the Customer Maintenance screen.

  2. Display the customer to which you want to assign delivery information.

  3. Use the Delivery hot key to display the Ship Via Delivery Order screen.

  4. From the displayed list, select the ship via for which you are defining the delivery order.

  5. On the Ship Via Delivery Order screen, enter the customers you want on the defined delivery order for the ship via.

The order sorts from your first entry to your last.

  1. Press Esc to save the delivery order.

Zip Code Ship Vias and Delivery Times

Assign each zip code a ship via and delivery time to use as defaults on the Zip Code Maintenance screen. This is the second criteria the system uses to determine in what order the driver makes deliveries on a manifest for a ship via. If you do not assign an order delivery list, the system sorts orders by their zip code's ship vias and delivery times.

To assign a zip code a ship via and delivery time to use as defaults:

  1. From the Files menu, select Zip Code to display the Zip Code Maintenance screen.

  2. In the Zip Code field, enter the zip code to which you are assigning a ship via and delivery time.

  3. In the Dflt ShipVia field, enter the ship via that you want to assign to this zip code.

  4. In the Dflt Delivery Time field, enter the delivery time you want to assign to this zip code.

  5. If this zip code is multi-branched, use the ShipVias by Br hot key to display the Zip Code ShipVias by Branch screen.

  6. For each branch, enter the ship via and delivery time.

  7. Press Esc after you have assigned all branch defaults.

  8. Press Esc to save all assignments.

Normal Delivery Time for Customers

Assign each of your customers a normal delivery time on the Miscellaneous Customer Information screen. The system uses this information last to determine in what order the driver makes deliveries on a manifest for a ship via when multiple customers in the same zip code area are on the same manifest.

To assign a normal delivery time to a customer:

  1. From the Files menu, select Customer to display the Customer Maintenance screen.

  2. Display the customer to which you want to assign delivery information.

  3. Use the Add'l hot key and then use the Misc Cust Info hot key to display the Miscellaneous Customer Information screen.

  4. In the Normal Delivery Time of Day field, enter the time that your warehouse normally delivers to this customer.

  5. Press Esc to save the assignment.

See Also:

Shipping Manifest Queue Overview

Scheduling Shipping Manifests Using Auto Scheduling

Setup Requirements for Shipping Manifests

Manual Warehouse Management Setup Overview