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- Create Route 01, assign this customer under to Monday day and Thursday day.
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Navigate to Orders > Maintenance > Customer > Profile > Locations > Click on Routing tab > Setup Customer Location Routing
Navigate to Orders > Utilities > Bulk Order Creation.
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- Select Day of Week - Specify which day of week you would like to create the orders - Monday, Tuesday, Wednesday, etc...
- Order Date, Ship Date & Delivery Date will default to Day of Week date.
- Select a Division.
- Select Routes.
- Select Super Customers.
- Select Customers.
- Select Locations.
- Select Statuses - When create new orders, set the order status to Open or Hold.
- Select Template Include Status (Order Template) - include templates with the Default Template checkbox Checked, Unchecked or All.
- Select checkbox Generate New Order When Order Exists for Order Date - If order is already existed for the same order date - create new order or skip it.
- Save Parameters - You can save the Parameters for future use and set it to private or public.
- Click on Run, the system will create and store the bulk orders and store them in the EDI staging tables.
For example: Select to create orders for Monday as shown below. Then, just follow the instruction for the rest of the other screens.
Navigate to Orders > EDI Processing.
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Make sure to check the checkbox for the From Bulk Order Entry checkbox.
Review your orders, if all is good, you can select and click on the Process button to create new orders. The system will create new customer orders and assign new order numbers.
Navigate to Orders > Customer Orders.
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