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Route Management Preferences

Form ID: (FS100400)

On this form, you specify the general settings for the route management functionality, such as numbering settings, contract settings, and route settings.

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Back to TopGeneral Tab

On this tab, you specify the general settings of the route management functionality.

Numbering Settings Section

In this section, you can change the numbering sequence that is used to assign identifiers to route executions.

Element Description
Equipment Numbering Sequence The numbering sequence the system uses to assign identifiers to vehicles on the Vehicles (FS203600) form.
Route Numbering Sequence The numbering sequence to be used to assign identifiers to the route executions on the Route Document Details (FS304000) form.
Service Contract Numbering Sequence The numbering sequence the system uses to assign identifiers to the service contracts created on the Route Service Contracts (FS300800) form.
Service Contract Schedule Numbering Sequence The numbering sequence the system uses to assign identifiers to the service contract schedules created on the Route Service Contract Schedules (FS305600) form.
Enable Seasons in Schedule Contracts A check box that indicates (if selected) that the system makes the Season Settings section available on the Recurrence tab of the Service Contract Schedules (FS305100) and Route Service Contract Schedules (FS305600) forms. In this section, users can specify the months when the schedules are applicable.
Default Service Order Type The service order type that is used by default when appointments for route executions are created. You can select a service order type only if it has the Route behavior.
Calculate Route Statistics Automatically A check box that indicates (if selected) that statistics for route executions are automatically calculated by the map service, such as Azure Maps. If the check box is cleared, you use the Calculate Route Statistics action on the Route Document Details (FS304000) form to manually update the statistics for the route execution.
Group Inventory Documents by Posting Process A check box that indicates (if selected) that one receipt or issue document for all appointments of the update inventory process that is performed on the Inventory Updates (FS500500) form.
Acumatica ERP does not currently support the functionality of updating inventory.
Set Appointments Created Manually as First in Route A check box that indicates (if selected) that if users add appointments by clicking Add Row on the Appointments tab of the Route Document Details (FS304000) form, these appointments are added as first appointment in the route execution.
If this check box is cleared, the appointments that are added manually are added as the last appointments in the route execution.
Track Start and Complete Location of Route A check box that indicates (if selected) that the mobile application detects the GPS coordinates of the device when a route execution is started and completed. You can find these coordinates on the Location tab of the Appointments (FS300200) form.

Billing Settings Section

In this section, you can configure the default settings used when billing documents are generated for service contracts.

Element Description
Generated Billing Documents The functional area in which the documents to bill the customer (for a service order or appointment of this type) are generated. Click one of the following option buttons:
  • AR Documents: The system generates an Accounts Receivable invoice for service contracts on the Invoices and Memos (AR301000) form.
  • Sales Orders: The system generates a sales order for service contracts on the Sales Orders (SO301000) form. Optionally, you can create any shipments for the sales orders and add freight costs. You then generate the SO invoice.
    • You can select this option only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.
 This setting is applicable to service contracts of the End-Period Plus billing type.
Order Type for Billing The default sales order type that is used when the system generates sales orders for service contracts.
This check box is available only if the Sales Orders option button is selected under Generated Billing Documents. You can select only an order type for which the Enable Field Services Integration check box is selected on the Order Types (SO201000) form.
Default Terms The credit terms that are used when the system generates a billing document if the customer has no default terms defined.
Use Sales Account From The source of the sales account to be used for the generated billing document. Select one of the following options:
  • Customer/Vendor Location: The account used is the customer location’s sales account. This account is specified on the Locations tab of the Customers (AR303000) form if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. If this feature is disabled, the account is specified on the GL Accounts tab of the same form.
  • Posting Class: The account used is the sales account of the posting class. This account is specified on the GL Accounts tab of the Posting Classes (IN206000) form.
  • Inventory Item: The account used is the stock item or non-stock item’s sales account. This account is specified on the GL Accounts tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form, respectively.
Combine Sales Sub. From The rule of composing the subaccount from other subaccounts associated. Make sure that the subaccounts are defined for the sources of the segments. To set up the rule, select a segment, press F3, and select the source of the segment value, which is one of the following options:
  • A: The subaccount associated with the branch location. The subaccount of a branch location is specified on the Branch Locations (FS202500) form, in the General Subaccount box (in the Financial Settings section).
  • C: The subaccount associated with the branch. The subaccount of a branch is specified on the Branches (CS102000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub. box (GL Accounts tab) for an AP bill.
  • I: The subaccount associated with the inventory items. The subaccount of a non-stock item is specified on the Non-Stock Items (IN202000) form as follows: in the Sales Sub. box (GL Accounts tab) for an SO or AR document; and in the Expense Sub.box (GL Accounts tab) for an AP bill. The subaccount for a stock item or pickup or delivery item is specified on the Stock Items (IN202500) form, in the Sales Sub. box (GL Accounts tab).
  • L: The subaccount associated with the customer or vendor location. For a customer location, the subaccount is specified on the Customer Locations (AR303020) form in the Sales Sub. box (GL Accounts tab) for an SO or AR document. For a vendor location, the subaccount is specified on the Vendor Locations (AP303010) form in the Expense Sub. box (GL Accounts tab) for an AP bill.
  • T: The subaccount associated with the service order type. The subaccount of the appointment’s service order type is specified in the Subaccount box on the current form (also in the Billing Settings section on the Preferences tab).
This box appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features form.
Automatically Activate Upcoming Period A check box that indicates (if selected) that the next period is activated on the invoice generation for the period of the contract.