Before you can use Fleet Maintenance to schedule your regular warehouse deliveries, you need to perform the following setup procedures:
Identify the truck IDs for your routing to use. The truck ID is a ship via, set up in Ship Via Maintenance.
A ship via identifies how the material gets to your customers. For example:
In Ship Via Maintenance, you create a ship via called Monday Regular and enable it for fleet routing.
Next in Customer Maintenance, you assign the ship via to deliver to branches 2, 3, and 5.
Then in Fleet Maintenance, you identify that the ship via stops at branches 2, 3, and 5 on Mondays.
Through this setup, you have identified how your warehouse delivers material to branches 2, 3, and 5.
In addition to identifying how material gets to your customers, ship vias define which orders the system places on a manifest (orders that are assigned to fleet routing ship vias on the Order Entry Status screen). You can use a specific ship via for a customer, as in the example above, or you can create a generic ship via. Using a generic ship via simplifies the order entry personnel's task. They simply assign the generic ship via to each order that needs to be placed on a manifest. The system then adds the order to an open manifest using a fleet routing ship via. For example:
Create the generic ship via Routing and enable it for fleet routing.
In Customer Maintenance, assign branch 2 the Routing ship via.
When order entry personnel enters an order for branch 2 that needs to be placed on a fleet routing manifest, they can simply assign the Routing ship via to the order on the Order Entry status screen.
When the order is released, the system knows to place the order on a fleet routing manifest since it is assigned Routing as the ship via.
To create a ship via to be used as a Fleet Maintenance truck ID:
From the Maintenance menu, select Ship Via to display the Ship Via Maintenance window.
From the File menu, select New to display the Enter new ship via's name dialog box.
You can also click the New Ship Via button next to the Ship Via field to display the dialog box.
In the dialog box, enter a name for the ship via and click the OK button.
Enter the information in the fields to identify the Ship Via you are creating.
Click the Additional Information tab to display the window's additional information section.
In the Associate Equipment ID (Vehicle) field, enter a specific vehicle to assign to the ship via, if needed.
To assign a ship via to a customer or branch:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer or branch to whom you want to assign the ship via.
In the Ship Via field, enter the ship via to assign to the customer or branch.
Before using Fleet Maintenance, enable fleet routing for all delivery branches by identifying the ship vias that are used in fleet routing.
To enable fleet routing for a delivery branch:
From the Maintenance > Branch menu, select Branch to display the Branch Maintenance window.
In the Branch field, enter the branch ID for which you want to use fleet routing.
From the Maintenance menu, select Ship Via Branch Overrides to display the Ship Via Branch Overrides window.
Note: If needed, add the ship via to the branch.
Select the ship via to use in fleet routing.
From the Additional menu, select Branch Ship Via Additional Data to display the Branch Ship Via Additional Data window.
In the Staging Location field, enter the location where the ship via is normally staged.
In the Hold RF Picking until Released field, select the check box to hold all of the ship via's picks from RF manifest picking until they are manually released from the Shipping Manifest Queue.
In the Use in Fleet Routing field, select the check box to enable the ship via for fleet routing.
See Also: