--- title: "Scheduling" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31100663/Scheduling" format: markdown --- The Transport Scheduling program has been written to allow despatch staff to display all orders requiring delivery and to allocate all applicable delivery information such as delivery vehicle, delivery time, load type and so on. The orders are displayed in date and time order and can be pre-selected by branch range, major group, despatch method, delivery area range and delivery date range. The Transport Scheduling screen refreshes automatically every thirty seconds. While the screen is open, any new orders that fall within the specified criteria appear when the screen refreshes. Any orders that you have added using remain after refreshing. Please see Run Sheets and Purchase Orders below for the additional functionality provided when the System Tailoring Flag 'DelPOrder' is set to 'Yes'. To display all orders requiring delivery and to allocate all applicable delivery information, perform the following: 1. From the ProStix Main Menu select 'Sales Order Processing' then 'Transport Scheduling'. The selection screen is as follows: 2. All orders that fall within the filters specified above are displayed on the Transport Schedule screen. 3. If any back orders are selected then their back order numbers are appended to their sales order numbers. 4. Initially, all orders and invoices that fall within the selection are displayed. However, you can filter the orders further by selecting (Filtering). This filters the orders/invoices so you can view only non-picked orders (that is, the orders that do not have a value in the 'Picked' field), only non-despatched orders (that is, the orders that do not have a value in the 'Despatched' field), Deliveries Not on a Run, Deliveries No Delivery Area, or All Deliveries. Repeated selection of cycles the filter through these types. 5. Runs . Please see the section 'Run Sheets and Purchase Orders' below for more details on this option. 6. Add Del . This function allows you to add an order or invoice to the scheduling screen. Enter the order/invoice number manually (there is no search facility). If the order/invoice you have selected has any back orders then you are given the option to specify the sales order or one of the back orders. The sales order has a back order number of 0. 7. Change . This function allows you to modify the fields displayed on screen for a particular order/invoice. Selecting the key allows you to modify more despatch data information for the selected record. The screen displayed is the Despatch Data screen. Enquiry . This function takes you to the order enquiry or invoice enquiry screen where you can view the order/invoice details. Label . This function allows you to print the delivery labels for the selected order/invoice. 10. Exit . This function closes the Transport Scheduling screen and return you to the Sales Order Processing menu. 11. Order . This function allows you to drill down into a sales or purchase order and allow you to maintain the transaction, as long as the sales order/job has not been invoiced, or if the transaction is a purchase order that the purchase order has not been (fully) receipted. Run Sheets and Purchase Orders Subject to the System Tailoring Flag 'DelPOrder' - 'Allow for transport scheduling to cater for PO's': 1. The list of orders for delivery can be filtered by the delivery run code (new field). The run number is created for a sequential number added to a vehicle/date (ddmmyy) combination. 2. The existing Transport Scheduling maintenance program that displays all orders within the selection range has been modified to allow for multiple orders to be selected and given a sequence (drop) number. It is recommended that a sequence increment of 5 or 10 be used in case the order sequence needs to be changed at a later date. There is no automatic sequencing here - it is all controlled by the user. In order to leave this browse, all orders within the delivery must have a drop number assigned to them. Upon selection of the orders, the delivery 'header' details can be entered. These header details will be saved against each of the customer delivery details rather than them having to be entered individually. Existing functionality of pressing on an order to drill down to the delivery details (and be able to change them) has been retained. 3. Transport Scheduling now has the ability to add in purchase orders to be picked up. There are five ways of filtering the transport deliveries (using Filter) - All Deliveries, Deliveries Not Picked, Deliveries Not Despatched, Deliveries Not on a Run and Deliveries No Delivery Area. Only the 'All Deliveries' and 'deliveries No delivery Area' browsers display the purchase orders that may have been added to a delivery run. If a purchase order is added to a run with no products on it then it is not displayed in the transport scheduling screen if you exit out to the menu and come back in again (as there is nothing to pickup), although it is retained on the run if it has been added to a run (products can then be added to it later). 4. If there are orders selected for delivery, then when the user clicks/presses Runs it is assumed that this is adding a new run and thus all selected orders are displayed for that new run number within the new frame for maintaining the delivery drop sequence number. If there are no orders selected, then when the user clicks/presses Runs a browse for selecting a run code is displayed. The user selects a single run sheet by pressing on it. 5. From both within the Transport Scheduling main browse frame and the new Run details frame, new deliveries can be added which includes orders/invoices and purchase orders. Please note that as these are entered in the same field, there is no lookup on this field (existing functionality) as it assumes the person adding an order knows what order they want to add. 6. When in the Run details frame, the keys can be used to sort the lines by Name and then Address and then return to the default sort by Drop Number. 7. The new Run Sheet program generates a run sheet with the ability to print by run number. All delivery data is displayed on a single line within the report output (that is, a single delivery drop per line including instructions - not comments. The order number is blank where the order number is a purchase order. A NuVu template is to be written to overlay and format the output with lines to be double-spaced, the delivery instructions in a smaller font and indented under the delivery location and the run finish time to be blank and at the bottom of every page. 8. The purchase order status is just for linked purchase orders so if the delivery transaction is a purchase order the status in this column is blank even if linked to a sales order. 9. The order status applies to purchase orders as well as sales orders and is counted as delivered if the despatched by field is populated, that is, status ' D ' rather than ' O '. 10. Under the delivery address any Jobs that have been scheduled using the enhanced transport scheduling process calculate the LM and EQA for the Job and display this as a line on the report to make the need for a separate Transport Planning report redundant. 11. A new menu has been created under Sales Order Processing with entries for Transport Scheduling, Run Sheet Print and the Daily Deliveries report. Run Sheets can also be printed from within Transport Scheduling using Print when within a run. If branch filtering is used on entry to Transport Scheduling, to filter the orders for selection, the full Run Sheet still displays and Print (that is, including orders from other branches). Run Sheets can be reprinted at a later date. Daily Deliveries Report for Sales Order Processing Transport Scheduling Quotes are excluded as per the Outstanding Orders report and the Job Processing version of this report. Unlike the Outstanding Orders report credit notes are not excluded to cover those circumstances where the product being returned is to be collected. When the 'DelPOrder' System Tailoring Flag is set to 'Yes', this report can be optionally extended to include the purchase orders that are required within the given date range. The Supplier range is not available unless the 'DelPOrder' flag is set to 'Yes' and the option to include purchase orders has been selected. Purchase Orders are included where the delivery date and supplier is within the range - the entered customer range is ignored.