Set up holiday delivery exceptions

Logistics for Drink-IT • Article • 10/21/2026 •

Holiday delivery exceptions let a logistics planner override the shipment date, call date, cut-off time, and delivery date for a route, optionally for a specific customer, when standard deliveries do not apply (for example, holiday periods). Each exception row tracks whether it has already been applied to Customer Shipment Dates.

For longer periods where a customer must be served via a completely different route, use Temporary Route Assignments instead.

Prerequisites

Before setting up holiday delivery exceptions:

The Aptean Beverage Logistics extension, Drink-IT Edition, must be installed and configured.
The route for which exceptions are being defined must already exist.

Set up a holiday delivery exception

Select the Search icon, enter Logistics Setup, and choose the related link. The Logistics Setup page opens.
On the Delivery FastTab, select the Route Shipment Date Exceptions action. The Route Shipment Date Exceptions page opens.

Select New and enter information in the following fields:

Field	Description
Route Code	Select the route the exception applies to.
Customer No.	Optionally select a customer. Leave blank to create a route-level exception that applies to all customers on the route. A customer-level row overrides the route-level exception for that customer only.
Original Shipment Date	Enter the shipment date the exception replaces.
Original Call Date	Enter the call date the exception replaces, if applicable.
Override Shipment Date	Enter the shipment date to use instead of the original date.
Override Call Date	Enter the call date to use instead of the original date.
Override Cut-off Time	Enter the cut-off time to use for this exception. If left blank, the route's standard cut-off time is used.
Reason	Enter a reason for the exception.

The Line No. field value is assigned automatically, starting at 1 for each Route Code + Customer No. + Original Shipment Date combination.

To define an AM/PM split for the same route, customer, and original shipment date, add a second row with a different Override Cut-off Time field value and Override Shipment Date field value.

The Override Shipment Date field value cannot be more than 7 days earlier than the Original Shipment Date field value; the system displays a validation error if it is.

Entering a duplicate Route Code + Customer No. + Original Shipment Date + Line No. combination displays a validation error.

The Processed field value shows whether the exception has already been applied to Customer Shipment Dates via the Apply Exceptions action. Modifying any field on a row where Processed is set to Yes automatically resets it to No.

Delete a holiday delivery exception

On the Route Shipment Date Exceptions page, select the row to delete.
Select Delete.

If the row's Processed field value is Yes, a warning is displayed stating that Customer Shipment Date records generated from this row still exist, and that the Apply Exceptions action must be re-run to restore the standard dates. The deletion can be cancelled or continued.

For example, a logistics planner creates a route-level exception for Route R100, Original Shipment Date 25/12/2026, with Override Shipment Date 24/12/2026 and Reason "Christmas Day". Because Customer No. is left blank, this exception applies to every customer on Route R100 who would otherwise ship on 25/12/2026.

Set up a temporary route assignment

Use temporary route assignments when a customer must be served via a different route for a defined period — for example when a vehicle is out of service or a customer needs delivery on a different day around a holiday. The override route can be added alongside the normal route or replace it entirely for the period.

Select the Search icon, enter Logistics Setup, and choose the related link. The Logistics Setup page opens.
On the Delivery FastTab, select the Temporary Route Assignments action. The Customer Route Overrides page opens.

Select New and enter information in the following fields:

Field	Description
Customer No.	Optionally select the customer this assignment applies to. Leave blank to apply to all customers on the normal route.
Ship-to Address Code	Optionally select the ship-to address this assignment applies to. Leave blank to apply to all ship-to addresses for the customer.
Normal Route Code	Select the customer's normal route being replaced or supplemented. Mandatory when Replace Normal Route is enabled or when Customer No. is blank.
Override Route Code	Select the route to use instead of, or in addition to, the normal route during the assignment period.
Shipment Day	Specifies the shipment day for the override route. Defaults from the override route setup. Leave blank to create dates for every day in the period.
From Date	Enter the first date this assignment applies.
To Date	Enter the last date this assignment applies.
Replace Normal Route	Enable to delete existing customer shipment dates on the normal route for the period and replace them with dates on the override route. When disabled, the override route is added alongside the normal route.
Reason	Enter a reason for the temporary assignment.

On the action bar, select Apply Temporary Assignments to generate the customer shipment date entries for the override route.

Processed rows are locked and cannot be changed. Create a new record to correct a mistake.

Deleting a processed temporary route assignment triggers a confirmation prompt. The customer shipment date entries on the override route remain in the calendar and must be removed manually or by running Create Shipment Dates again.

Walkthroughs

The following walkthroughs illustrate the end-to-end flow for both types of override.

Walkthrough: Set up Christmas week exceptions with an AM/PM split

Scenario: Route SOUTH normally ships on Wednesday. During Christmas week 2026 the warehouse closes early, so all Wednesday 23 December deliveries must move to Tuesday 22 December. Orders placed before 10:00 ship in the morning; orders placed between 10:00 and 13:00 ship in the afternoon. A second cut-off window is therefore needed for the same date.

Steps:

Select the Search icon, enter Customers, and choose the related link and search for customer 30000.
Open the Customer card, goto the logistics tab and change the Default Route to 2010
Open the Source Route from the customer and change the Shipment day for route 2010 to Wednesday and excecute the action Create Customer Shipment Dates.
Select the Search icon, enter Logistics Setup, and choose the related link.
On the Delivery FastTab, select Route Shipment Date Exceptions.

Create the first (AM) row:

Field	Value
Route Code	2010
Customer No.	(blank — applies to all customers on the route)
Original Shipment Date	23/12/2026
Original Call Date	21/12/2026
Override Shipment Date	22/12/2026
Override Call Date	19/12/2026
Override Cut-off Time	10:00
Reason	Christmas week – AM slot

Line No. is set to 1 automatically.

Create the second (PM) row for the same original shipment date:

Field	Value
Route Code	2010
Customer No.	(blank)
Original Shipment Date	23/12/2026
Original Call Date	21/12/2026
Override Shipment Date	22/12/2026
Override Call Date	19/12/2026
Override Cut-off Time	13:00
Reason	Christmas week – PM slot

Line No. is set to 2 automatically because a row for the same Route Code + Customer No. + Original Shipment Date already exists.

Select both rows and choose the Apply Exceptions action. The system creates two Customer Shipment Date entries per customer on Route SOUTH — one for the AM cut-off and one for the PM cut-off — all dated 22/12/2026. The Processed field on both rows is set to Yes.

Result: Sales orders placed for customer 30000 before 10:00 on 19 December receive the AM Customer Shipment Date entry. Orders placed between 10:00 and 13:00 receive the PM entry. The standard Wednesday schedule is not modified and resumes automatically from 30 December onward.

Walkthrough: Temporarily assign a customer to a Saturday special route

Scenario: Customer 81000 is normally served by Route 1210 on Fridays. For the Christmas–New Year period (24 December 2026 to 2 January 2027) they have agreed to accept a Saturday delivery via Route SAT-SPEC instead. Normal Wednesday deliveries must be removed for this period.

Steps:

Select the Search icon, enter Customers, and choose the related link and search for customer 81000.
Open the Customer card, goto the logistics tab and change the Default Route to 1210
Open the Source Route from the customer and change the Shipment day for route 1210 to Friday and excecute the action Create Customer Shipment Dates.
Select the Search icon, enter Logistics Setup, and choose the related link.
On the Delivery FastTab, select Temporary Route Assignments.

Select New and fill in the following fields:

Field	Value
Customer No.	81000
Ship-to Address Code	(blank — applies to all ship-to addresses for this customer)
Normal Route Code	1210
Override Route Code	1211
Shipment Day	Saturday
From Date	24/12/2026
To Date	02/01/2027
Replace Normal Route	Yes
Reason	Christmas–New Year Saturday delivery agreement

Select the Apply Temporary Assignments action.

Because Replace Normal Route is enabled, the system removes all existing Customer Shipment Date entries for customer C00020 on Route NORTH between 24 December 2026 and 2 January 2027, then creates new entries on Route SAT-SPEC for each Saturday in the period. The Processed field is set to Yes.
Verify the result by opening the Customer Shipment Dates page for customer 81000. The entries for the period show Record Source = Temp. Route Assignment and Route Code = 1211.

Result: Customer 81000 receives Saturday deliveries from Route 1211 during the holiday period. From 3 January 2027 the standard Wednesday schedule on Route 1210 resumes automatically, as it is outside the To Date range.

Base calendar will be taken into account to calculate the correct Customer Shipment dates and will not been shown in the customer shipment dates as Saturday is a non-working day. To execute this scenario you first need to remove Saturday as non-working day for this period.

If you need to correct a processed temporary route assignment, the row is locked. Create a new record with the corrected values and run Apply Temporary Assignments again. The previous assignment's Customer Shipment Date entries are not automatically removed — delete them manually on the Customer Shipment Dates page or re-run Create Shipment Dates for the affected customer and date range.