Training

Article • 7/6/2023 • 7 min read

This exercise will help you to get a better understanding of the Drink-it Logistics App. The exercise can be performed in the CRONUS DIT DEMO company.

Create a copy of this company to keep your CRONUS DIT DEMO in the original state. In the copy you can do all the exercises that are included in the training.

Exercise 2 – Route delivery sales orders

In this base scenario an integrated process is trained on

In this base scenario’s invoices are posted from the order.

This scenario includes Return Entry (from the route planning worksheet). Return entry is only available when Drink-it App Empty Goods Management is installed,

Make sure your WORKDATE is set to TODAY (via My Settings)

1. Order creation

Search for Sales orders.

1.1 Create a new order for your customer NAME1.

1.2 Create a new order for your customer NAME2.

1.3 Create a new order for your customer NAME3.

1.4 Create a new order for your customer NAME4.

2. Route Planning

Search for Route Planning Worksheet. Make sure your filter is set to your routes and the date filter is set to tomorrow.

Find 2 Route planning Lines, one for your route NAME1 and one for NAME2.

Select your first route planning no. and compare the Max. Weight with the actual Shipping Weight and the Max. Pallet Places with the actual No of Pallets shipping.

View the orders in the lower part, the Route Request Lines. View the actual Shipping Weight and Shipping Pallet per order.

Your first route planning no. is overloaded and you need to solve that first. Here are the options:

Try them all out, and in the end set back to the original state

Notice the Delivery Sequence of your last order in the Route Request line.

Select vehicle T01 for your first route. As there is only one order assigned to your 2nd route and there is enough space in your first route (drive 1), move your last order to that route planning no.

Set the route planning no to ‘Fixed’. Sort the Route Request Lines on field Delivery Sequence. Notice the Delivery sequence for your order #4 now.

3. Pick, Ship & Cash on Delivery Invoice

4. Return Entry and Return Control

The driver has delivered the goods and collected back empty goods, signed off on the delivery notes.

Open the Route Planning Worksheet, set a filter on the shipment date and on your routes. Select the route planning line of the driver’s drive. Register the returns per order/return order via the action Return Entry.

Open the source document for your order1 and check the lines.

Open the source document for your return order2 and check the lines.

The warehouse employee counted and signed off the unloading of the vehicle. 200 Crates of EMPTY DE CRATE 20x50CL 120 Crates of EMPTY CRONUS CRATE 24x33CL

Register that in the return control. On the route planning line, click on Return Control, calculate lines and fill the Counted Quantity per item. Click on Finish.

There are return differences that you have to solve first by checking if you registered the returns well per order. Open the return entry for order1. The customer only returned 80 crates EMPTY CRONUS CRATE 24x33CL, it was a mistype. Correct the quantity in the return entry.

Open the return control again and recalculate lines (but leave the column Counted quantity unchanged). Finish the return control again.

The Return control status of the route planning line is now Finished.

5. Cash Payment and Cash Control

The driver collected 3700,- LCY cash money from your 2nd customer. Select the (return) order in the route request lines and register that in the Cash journal. Do not post the journal.

The driver collected 5000,- LCY cash money from your 3rd customer. Select the (return) order in the route request lines and register that in the Cash journal. Do not post the journal.

Payments of customers are registered with a negative amount in the Cash receipt journal.

The company cashier opens the cash receipt journal from the route planning line (header) and prints under the Posting action the Test report, checks the total amount and signs off the report.

The journal is not posted yet.

6. Invoice

Post batch sales orders for this route planning no with Ship and Invoice.

Post batch sales return orders for this route planning no. with Receive and Invoice.

Search for Cash Receipt Journal and open the batch name of your route planning no. Alternatively, open it from the route planning worksheet – cash journal.

Apply the payments to the posted invoice and posted credit memo, for each line. Then post the journal.