When plans are generated using the steps in the Holiday Routing Workflow and Best Practices Dashboard, sales reps will be sure to see invoices in Encompass Mobile during holiday weeks. This mainly includes invoices from dsdlink, Provi, Quantiphi, or other ordering platforms, as well as normal 850 EDI orders.

Regardless of a holiday week or not, an invoice is considered as an off day when the day of week of the invoice is not the same as the customer's scheduled delivery stop. Instead of finding the Sales Rep's existing sales task, a new sales task was created.
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Previous Logic (before 24.01):

A new Sales Task ID was attached to invoices that were imported in as an Off-Day Delivery.

New Logic (24.01+):

Instead of just looking at the Off-Day Delivery flag, the system will now also look at the frequency of the route to determine if a new Sales Task ID should be created.

A new Sales Task ID will be attached to invoices that are imported in as an Off-Day Delivery OR if the frequency of the route is Manual. An existing Sales Task ID will be attached to invoices that are imported in as an On-Day Delivery or if the frequency of route is not Manual.

What about invoices created on Encompass Mobile?

There is no change in how the Sales Tasks IDs or Invoices are created on Encompass Mobile.

What about invoices created on the Server?

The new logic will apply. It is best practice to be sure the Frequency be set to Manual for Hot Shot, House, and other "non-scheduled" routes.

Other benefits of this logic change?

You now have better control if you want the sales rep to see an invoice when going into "My Day" and viewing their plan when creating invoices on the server. This means if you want the sales rep to see an invoice, use a scheduled route (Frequency = Weekly, Monthly, Every Other Week, etc;), otherwise use a Manual route.