Overview
Below are descriptions of each field on the The Scheduler screen.
Table of Contents
From
This is the application source of the order (Order Processing, Service, CD).
If you are scheduling a Miscellaneous Entry, select ‘Centralized Delivery’ here.
NOTE: You will need to select the source from the drop-down list when accessing the Scheduler from the Centralized Delivery menu. When accessing the Scheduler from any other application, this field is pre-prompted.
Order#
This is the order number that you are scheduling.
NOTE: You will need to enter the order number when accessing the Scheduler from the Centralized Delivery menu. When accessing the Scheduler from any other application, this field is pre-prompted.
Order Processing Delivery Instructions
For Order Processing transactions only, any Special Instructions entered on the order appear in this field.
Order Comments
This box is used to add Centralized Delivery comments to the order. These comments can only be edited on this screen.
Orders that were previously scheduled or ‘Scheduled Later’ appear in this box. By clicking on the entry, you can delete or reschedule it. However, if you just add a new entry (in the upper right corner of the screen), it will replace the existing one.
NOTE: Orders with Multiple Delivery Dates should have an entry for each date in this box.
Date
This is the schedule date for the order.
Route
This is the route (name) or consolidated schedule that the order is scheduled to.
Stop
This is the timeframe (stop selection) for the delivery/service.
Status
This is the current status of the delivery service:
- If the route was ‘completed’ through Routing Completion by Route or Order (21-05 or 21-06), ‘Completed’ appears in this field.
- If the delivery/service is scheduled but not yet completed, ‘Scheduled’ appears in the field.
- If the ‘Schedule Later’ button was clicked, ‘Schedule Later’ appears here.
Type
This is the route type for the delivery/service (Delivery, In-Home Service, Pickup, Bay Service, etc.)
Stops
(or Minutes)
This is the time (stops/minutes) required by the delivery/service.
Volume
This is the volume required by the delivery/service.
NOTE: If you are not using Volume, this field does not appear on the screen.
Cust Req
If you are using First AM/First PM/Late stops and the customer has requested one of these timeslots, it appears in this column when an order has been scheduled to a stop.
NOTE: If you are not using First AM/First PM/Late stops, this field does not appear on the screen.
Call 1st
If you are using the Call First feature and this schedule requires the driver/technician to call the customer before arriving for the delivery/service, ‘Y’ appears in this field.
NOTE: If you are not using Call First, this field does not appear on the screen.
Promise Date
If you are using the Promise Date feature and have promised delivery/service on a specific date, that date appears in this field.
NOTE: This field is not used for Order Processing orders.
NOTE: If you are not using Promise Date, this field does not appear on the screen.
This section of the screen is used to select the details for the schedule.
Route/Cons #
Select a route or consolidated schedule for the delivery/service.
If the ‘Auto Suggest 1st available schedule’ preference is set to Y, the system will automatically suggest a route/consolidated schedule for you. If this preference is set to N, you can manually view the first available schedule by clearing the field and pressing enter.
Click the Search icon to the right of the field to look up a route.
Schedule Date
Select a date for the delivery/service. You can manually enter the date or use the calendar to select one.
Stop Selection
Select a timeslot for delivery/service on the selected route/consolidated schedule.
Stops
(or Minutes)
Accept or modify the amount of time (stops or minutes) required by this order. The minimum time set up for the route type (in Preferences) appears by default.
If the order requires more time than a single timeslot (stop name) allows, the system will spread the delivery/service out over subsequent timeslots. For example, we have a delivery/service that will be scheduled for 8AM and requires four stops (the equivalent of 4 hours in our system). However, all of our timeslots have a limit of two stops (or 2 hours). When we select the 8-10 stop name, the system will extend the delivery/service into the 10-12 stop name so that the required time for the order is satisfied.
Volume
Accept or modify the amount of volume (stops or minutes) required by this delivery/service.
Call First
If the driver/technician should call the customer before arriving, check this box. The routing manifest will remind the driver/technician to contact the customer before arriving for delivery/service.
Auto Exit
Check this box and the Scheduler will automatically exit after the ‘Add to Schedule’ or ‘Schedule Later’ button is clicked (you will not need to click the Close button). The setting will be retained for this terminal until it is changed.
Promise Date
If you need to enter a promise date for service or a miscellaneous stop, enter it in this field.
NOTE: This field is not used for Order Processing orders.
Schedule Type
The route type (Delivery, In-Home Service, Bay Service, etc.) for this schedule is selected and viewed in this field. Orders from Order Processing default to ‘Delivery,’ orders from Service default to ‘In-Home Service,’ and orders from Centralized Delivery default to the route type specified for the miscellaneous stop.
Use the first three preferences on the Scheduler tab of CD Preferences (21-90-01) to allow Delivery and Pickup schedule types to use In-Home Service Routes and to allow Pickup schedule types to use Delivery routes. For more information, please see the Preferences section of this document.
Schedule Branch
This is the delivery/service branch. The delivery/service branch from the original order/work order appears by default.
Time Requested
This field displays is used to specify the customer’s time preferences (if any). If you are using ‘1st AM/1st PM/Late,’ this field is used the time preference requested by the customer for the delivery/service. If the customer has no preferences, select ‘Any Time.’ The Scheduler will use this information when suggesting a route.
NOTE: If you are not using First AM/First PM/Late stops, this field does not appear on the screen.
Skill Category
If you are using skill categories, this field is used to select the required skill for this schedule. The Scheduler will only suggest and allow routes that have the selected skill assigned to it.
For more information on skills, see the Skill Category section of this document.
NOTE: If you are not using First AM/First PM/Late stops, this field does not appear on the screen.
View Schedule Details
Click this button to view the Schedule Details for the route. A new window opens, which allows you to view all timeslots (stop names) for the route at once. You can select a stop name by clicking on it.
Add to Schedule
Click this button to select the current schedule (route, date, stop, etc) for this delivery/service. The schedule then appears in the ‘Existing Scheduler Entries’ box at the bottom of the screen.
Schedule Later
Click this button if you do not want to select a schedule for the order at this time. A ‘Schedule Later’ line is added to the ‘Existing Scheduler Entries’ box and the order can be viewed (and scheduled) through the Unscheduled Details selection (21-23).
Close
Click this button to exit the Scheduler.
Calendar
Click this button to view the calendar. For instructions on using the calendar, please see the ‘Using the Standard Calendar’ and/or ‘Using the Quik Calendar’ tutorials.
