Once a default delivery route or a Delivery Routing Matrix is assigned to a customer, the system tries to assign the delivery route to a sales order based on the Shipping Date on the sales order header. The system calculates the correct route as follows:
Steps
If a valid default delivery route is found for the entered shipping date, the system uses that value.
If no valid default delivery route is found, the system searches the Delivery Routing Matrix. If a valid entry is found, the system uses that value.
If no valid delivery route is found by either method, the system looks for a valid day after the initial shipping date and repeats steps 1 and 2 to find a valid delivery route. If one is found, the shipping date is changed, the delivery route value is entered, and a notification appears at the top of the page.
There are several consequences of this setup to take into consideration:
If a delivery route is used on the customer (either on the default route or in the matrix) the system always looks for the next available date and route. The Delivery Route field becomes system-mandatory in that it always contains a value.
If you need a sales order without a delivery trip value, this is not possible in that case. Use a valid "catch-all" delivery trip to handle sales orders that are exceptions to the rule.
If the sales order is created and the work date is not a valid shipping date for the delivery trip, the shipping date changes at the moment of sales order creation. A notification appears at the top of the page.