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Controlling the \u0027Delivery Rep\u0027 on Unscheduled Invoices

Distributor steps for setting the delivery rep on load sheets for unscheduled invoices on manual routes (To Be Routed, Hot Shots) via Route Types > Manual Route Load Sheet Delivery Rep. Replaces Setting 3227; v25.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.05

Steps

Improved Handling of Assigning the Delivery Rep on Unscheduled Invoices for Manual Routes

This feature introduces a more granular approach to assigning the delivery rep on load sheets for unscheduled invoices added for manual routes (e.g., "To Be Routed," "Hot Shots"). This allows for scenarios where invoices need to be grouped under one load sheet or assigned to the user who created the invoice (like a sales rep entering a hot shot).

Configuration Steps:

  1. Navigate to the Route Types table.
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  2. Edit the Manual Route Load Sheet Delivery Rep field.
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  3. Select the desired assignment method:

    • Entered by User: This will set the delivery representative on the load sheet to the user who entered the unscheduled invoice.
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    • Route User for Manual Routes: This will set the delivery representative on the load sheet to the user assigned to the manual route. This option will also create all unscheduled invoices under the same load sheet, even when invoices are created by multiple sales reps, as long as they choose the same date and route.
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Note: Setting 3227 - Set deliveryman for invoices for manual routes has been deprecated and is no longer available in version 25.05. This functionality is now managed through the Manual Route Load Sheet Delivery Rep field in the Route Types setup.

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