How to use non-working days in route planning
Non-working days are customer-specific dates on which deliveries should not be planned. When a shipment date falls on a non-working day, the Route Planning Worksheet warns the planner so the date can be adjusted before the order is released.
How Non-Working Days Are Determined
The system determines whether a shipment date is a non-working day based on the Base Calendar and Customised Calendar configured on the customer card, below the Shipping FastTab. When a Route Plan Request is created from a Sales Order, the system evaluates the shipment date against the customer's calendar and stamps a non-working day flag on the Route Plan Request record.
The Route Planning Worksheet reads the non-working day flag that was set when the Route Plan Request was originally created. It does not perform a new calendar lookup when the shipment date is changed on the worksheet. The non-working day setup must therefore be in place before the Sales Order and its Route Plan Request are created.
Setting Up Non-Working Days
- Select the Search icon
, enter Customers, and choose the related link. - Open the relevant customer card.
- On the Shipping FastTab, verify that a Base Calendar is assigned to the customer.
- Select Related > Customer > Customised Calendar to open the calendar for this customer.
- Add the dates that are non-working days for this customer and confirm the entries.
- Repeat for any relevant ship-to addresses.
Once the calendar is configured, any Sales Order created for this customer with a shipment date that falls on a non-working day will have the flag set on the resulting Route Plan Request.
Warning Dialog on the Route Planning Worksheet
When a planner changes the Shipment Date on the Route Planning Worksheet and the entered date triggers the cut-off dialog, the dialog text is adjusted based on the non-working day flags on the Route Plan Request records currently loaded in the worksheet:
| Situation | Dialog text |
|---|---|
| No records have the non-working day flag | Standard cut-off wording only |
| Some records have the non-working day flag | Standard cut-off wording + "Note: Some of the orders will be planned on non-working days. Please check and resolve." |
| All records have the non-working day flag | Standard cut-off wording + the same note as above |
After confirming the dialog, review the affected Route Plan Requests and adjust the shipment date or route as needed.
Non-Working Day Added After the Route Plan Request Was Created
If a non-working day is configured on the customer calendar after a Route Plan Request already exists, the flag on that existing record is not updated automatically. As a result, the non-working day warning will not appear in the cut-off dialog for those records.
There is no action on the Route Planning Worksheet to refresh this flag. To ensure the warning appears correctly, the non-working day must be configured on the customer calendar before the Sales Order and its Route Plan Request are created.
See Also
Setting up logistic information for a customer
Setting up routes
Setting up logistic employees