PURPOSE

This article describes how to change the delivery scheme for a customer.

INSTRUCTIONS

CHANGE DELIVERY FREQUENCY SCHEME

PROCESS:

1. From the proper BU, go to Customer Maintenance
2. Click Customers
3. Enter Customer# then hit tab or enter
4. Click on Delivery
5. Click on Modify
6. Click Add button to add a new delivery scheme
7. Choose the correct scheme from the Delivery Scheme drop down
8. If the scheme is not available, change the number of the week and recheck
9. Click the check box that corresponds to the correct service day, which will be the day the account is currently serviced on. Then click the double arrows to the right of the field’s box.
10. Choose the correct RT and click the single yellow arrow to assign the route
11. Click Save & Exit (assign routes to customer window)
12. Click Save & Exit (delivery scheme per customer window)
13. The Add Customer to Future Routes box will now appear. Click OK.
14. Both the current and delivery schemes will appear on the account. If the account is going to use only one scheme, delete the old.
15. Switch all products over to the new delivery scheme (directions to follow)

CHANGE A CUSTOMER’S PRODUCTS DELIVERY SCHEME

PROCESS:

1. Click Customer Maintenance > Product List Per Customer
2. Enter the Customer# and hit tab or enter
3. Ensure the Active and Show Prices filters are turned on
4. Click on the product to highlight it
5. Click on Change Finishing Method
6. From this window, select the new delivery scheme in the drop down
7. From the Reason Code drop down, select the –
8. Click OK
9. Click Close when complete
10. Repeat steps for each active product on the account
11. Double-click on the product to make changes
    1. Delayed Even Exchange needs to be selected.
    2. Verify the Return method
       1. If product is EOW or Monthly = return -> According to Delivery Scheme Below
       2. If product is weekly = return -> Next week same route
    3. Scheme needs to match the new delivery scheme. If product is now weekly, this box does not need to be filled.
    4. When EOW or Monthly product, select Calculate Every and choose Delivery Scheme Based (this product). If new scheme is weekly, select Every Weekly (accumulated). This will not need to be done for flat-rated rental products.
    5. Click on Define/View Delivery Quantities
    6. Double-click the active scheme
    7. From the Delivery Scheme drop down, choose the new delivery scheme
    8. Click Save & Exit on all open windows
    9. Check that the price is being adjusted to the new delivery scheme