How To: Using Routing Completion Codes (21-90-61)

Overview

Routing Completion Codes are used with the Routing Completion by Route/Order selections (21-05 and 21-06) to determine when an order is completed. The default code is ‘D’ for ‘Done,’ and is used when the delivery is made or service is completed. Other codes, which require rescheduling of the order, could include ‘NH-Not Home,’ or ‘W-Wrong Address.’

If OP Order Update (02-08-16) is run before one of the Routing Completion selections is run, the completion time for order is the recorded as the time of Order Update. In this case, a completion code of ‘D’ is used.

Special Notes

  • Route Completion can also be viewed on the Follow-Up Report (21-13).
  • In Service, you can easily access the Routing Completion Code by Route selection by clicking the Check In button.

Table of Contents

Adding a Completion Code

Click image to enlarge.

  1. In the ‘Code’ field, enter a 1-2 character identifier for this Completion Code.

  1. Enter a description for the Completion Code in the ‘Description’ field.

  1. Check the ‘Reschedule’ box if the code requires rescheduling of the order (e.g. ‘NH-Not Home’ or ‘W-Wrong Address’). The Scheduler will appear in the Routing Completion by Route/Order selection to allow immediate rescheduling.

  1. Check the ‘Customer Request’ box, if the delivery was not completed because of circumstances out of the delivery person’s control (e.g. the customer was not home or they refused the delivery). This box is informational only, but is useful if additional delivery fees will need to be charged to the customer.

  1. Click Update to save the Completion Code. It then appears in the box on the left side of the screen.

Changing a Completion Code

  1. Double-click on the completion code that you want to change in the box on the left side of the screen. The information for the completion code then appears on the right side of the screen.

  1. Make any necessary changes to the Code, Description and/or checkboxes.

  1. Click Update.

  1. The changes are reflected on the left side of the screen.

Deleting a Completion Code

  1. Double-click a code in the box on the left side of the screen. The information appears on the right side of the screen.

  1. Click the Delete button.
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