How To: Completing an Order (21-06)

Overview

This selection is similar to Routing Completion by Route, but is a simpler and faster way of recording start/stop times for deliveries/service. Often it is used by the dispatcher to quickly record when a stop started and ended.

This screen is can also be accessed by clicking the Check-In button on the Service screens.

Step-by-Step

Click image to enlarge.

  1. In the ‘Order’ number field, enter the order for which start/stop times are being entered.
    • If the Order is not on the schedule for the current Start of Day date, the message ‘This Order not on this Date’s schedule’ appears. Click ‘Re-enter Order’ to enter another order number, click Re-enter Date to enter another date, or click Exit to close the selection.

  1. ‘OP’ (for Order Processing) or ‘WK’ (for Service) appears in the ‘From’ field to identify the type of order. The schedule date for the order appears in the ‘DT’ field. Additionally, the current system time (24-hour clock) appears in the ‘Start’ field.

  1. At the prompt:
    1. Enter “D” to enter a stop/done time. The cursor positions to the ‘Stop’ field and the system pre-prompts the current time of day. Accept or modify the time and press Tab. The cursor moves to the ‘CC’ field, with “D” (for Done) pre-prompting in the field. Accept or modify the code and press Tab.
      NOTE: If “R” (for Reschedule) is entered here, the Scheduler opens for immediate rescheduling of the delivery/service.
    2. Enter “E” to edit information already entered. The cursor moves to the ‘Order’ field. Use the tab key to move between the fields, making any necessary changes as you go. When you move through the last field, a new prompt appears (Edit Data, Update, Exit). Enter “E” to make additional changes or enter “U” to update the changes that you just made. Entering “X” closes the selection.
      NOTE: The ‘Edit Date, Update, Exit’ prompt appears whenever you access a completed order.
    3. Enter “N” to move to the next order. The cursor moves to the ‘Order’ field for entry of the order number.
    4. Enter “T” to add order comments for this delivery/service.
    5. Enter “V” to view the schedule in the Scheduler.
    6. Enter “X” to close the selection.
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