Is there a way in which one can use Route Management capablitlies for the delivery of items from sales orders?
One can create a service order from the sales order for goods and installation and then create appointments for employees, however, this is for staff and we need it for vehicles in which the routes and appointments can be managed.
Continuing on from my question:
I see one can create a Route Document, for example for a delivery of goods. From that document an appointment can be produced,in which the inventory stock item and the installation non-stock item are entered. A Service Order is created from the Appointment. All fine up to this point, but how does one create a sales order now for the stock item?
In the Help article, it staes that one is able to generate inventory documents, which I presume is the ‘Inventory Updates’ (which I am not able to do as no documents are shown). Is there a particular setting for this?
Additionally, in the Help article below, on the workflow diagram, it clearly shows a sales order can be created from ‘Service management’ (Service order and appointments)
Continuing on from my question:
I see one can create a Route Document, for example for a delivery of goods. From that document an appointment can be produced,in which the inventory stock item and the installation non-stock item are entered. A Service Order is created from the Appointment. All fine up to this point, but how does one create a sales order now for the stock item?
In the Help article, it staes that one is able to generate inventory documents, which I presume is the ‘Inventory Updates’ (which I am not able to do as no documents are shown). Is there a particular setting for this?
Additionally, in the Help article below, on the workflow diagram, it clearly shows a sales order can be created from ‘Service management’ (Service order and appointments)
Hi
You can create a sales order from the appointment by using the Run Billing action on the Appointments (Fs300200) screen if the following conditions apply:
I hope this helps. Although the Route Managment was not designed to work with sale order shipments, this could be a way to use this functionality, although there may be some gaps in the process.
Thank you, I will give that a try.
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