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Incorporating Route Manager on sa service order created form a sales order


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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.

Best answer by vdiaz

suemackeown13 wrote:

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 @suemackeown13 !

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:

  1. The Service Order Type is configured with Generate Billgnn Documents as Sales Orders

     

  2. The Customer has been configured with a billing cycle that will Run Billing For Appointments

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.

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3 replies

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  • Author
  • Jr Varsity III
  • 40 replies
  • November 15, 2023

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)

 


vdiaz
Acumatica Moderator
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  • Acumatica Moderator
  • 95 replies
  • Answer
  • July 27, 2024
suemackeown13 wrote:

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 @suemackeown13 !

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:

  1. The Service Order Type is configured with Generate Billgnn Documents as Sales Orders

     

  2. The Customer has been configured with a billing cycle that will Run Billing For Appointments

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.


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  • Author
  • Jr Varsity III
  • 40 replies
  • July 29, 2024

Thank you, I will give that a try.


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