Acumatica Experience Required – Scheduling Delivery -- 2
Budget: $1,500 – $3,000 USD
1. A “Route Type” table will be created and placed under Sales Order Preferences
a. The fields will be Route ID
b. Route Description
2. A calendar type form will be created (picture attached, open to ideas) where you select a specific routeID which will have its own calendar
3. On that RouteID calendar you can click an action to “Add Available Hours” (if you have the access rights to do so) , which will show on the calendar as “Total Hours”
4. On the Route ID calendar you can also click an action to “Close Route” which would stop anyone from being able to add an order (to be shown in following steps) to that day
5. On the SO302000 screen add an action to “Schedule DGI Delivery”
6. This will take the user to the RouteID calendars, where they will select a route type and can click on any days that have had Available Hours Added to them and they can “Add Order” through actions, except for days that have been closed (that day will be view only)
a. A pop up should come up where that will populate the routeID from whichever route calendar they are on, they will then pick a date, and pick either AM or PM (dropdown)
7. This will add the order to that day’s calendar and add the totals of the install times of that order to that date as “Shipment #123456 - Booked Hours”. That is InventoryItem.UsrInstallTime*SOLine.OrderQty and all the lines added together
8. On the original shipment there will be a field for RouteID, Route Date, and Route Time (AM or PM, not actually time) which will populate from the selection
9. Upon that selection a new sales order Invoice (SO303000, doc type INV) will be created for branch DGICORP
10. This new SO Invoice should be shown on the original shipment under a new field titled “DGI Ref #:” which will be in the header of the shipment under Shipment Date and the new SO Invoice should show a reference to the shipment it was created from in a new field in the SO invoice header (SO303000) called “Internal Ref Nbr”
11. It will enter a line for each line on the shipment on the SO Invoice with the inventory ID from step 13 , but the description which match that of the inventoryid on the shipment
12. The quantities will match that of the shipment
13. A field will be added to the Inventory Preferences screen (IN101000) called “Delivery Fee/Hr.” and will be a dollar value
14. A field will be added to the Inventory Preferences screen (IN101000) called “Install Item” which will be a lookup of inventory items
15. The new SO invoice will take the InventoryItem.UsrInstallTime *Delivery Fee/Hr to produce the price (e.g., if it takes 2.25 hours to install an inventory ID and the Delivery Fee/hour is $100, the price would be $225
16. Upon that SO invoice being released, that will automatically confirm the original shipment and prepare invoice.
17. A GI will be created to show all Routes and subsequent deliveries
a. The fields will be Route ID
b. Route Description
2. A calendar type form will be created (picture attached, open to ideas) where you select a specific routeID which will have its own calendar
3. On that RouteID calendar you can click an action to “Add Available Hours” (if you have the access rights to do so) , which will show on the calendar as “Total Hours”
4. On the Route ID calendar you can also click an action to “Close Route” which would stop anyone from being able to add an order (to be shown in following steps) to that day
5. On the SO302000 screen add an action to “Schedule DGI Delivery”
6. This will take the user to the RouteID calendars, where they will select a route type and can click on any days that have had Available Hours Added to them and they can “Add Order” through actions, except for days that have been closed (that day will be view only)
a. A pop up should come up where that will populate the routeID from whichever route calendar they are on, they will then pick a date, and pick either AM or PM (dropdown)
7. This will add the order to that day’s calendar and add the totals of the install times of that order to that date as “Shipment #123456 - Booked Hours”. That is InventoryItem.UsrInstallTime*SOLine.OrderQty and all the lines added together
8. On the original shipment there will be a field for RouteID, Route Date, and Route Time (AM or PM, not actually time) which will populate from the selection
9. Upon that selection a new sales order Invoice (SO303000, doc type INV) will be created for branch DGICORP
10. This new SO Invoice should be shown on the original shipment under a new field titled “DGI Ref #:” which will be in the header of the shipment under Shipment Date and the new SO Invoice should show a reference to the shipment it was created from in a new field in the SO invoice header (SO303000) called “Internal Ref Nbr”
11. It will enter a line for each line on the shipment on the SO Invoice with the inventory ID from step 13 , but the description which match that of the inventoryid on the shipment
12. The quantities will match that of the shipment
13. A field will be added to the Inventory Preferences screen (IN101000) called “Delivery Fee/Hr.” and will be a dollar value
14. A field will be added to the Inventory Preferences screen (IN101000) called “Install Item” which will be a lookup of inventory items
15. The new SO invoice will take the InventoryItem.UsrInstallTime *Delivery Fee/Hr to produce the price (e.g., if it takes 2.25 hours to install an inventory ID and the Delivery Fee/hour is $100, the price would be $225
16. Upon that SO invoice being released, that will automatically confirm the original shipment and prepare invoice.
17. A GI will be created to show all Routes and subsequent deliveries