Account Master Data Table

Name

The name of the customer/business (stop) to be delivered.

Required

Contact

The name of a contact at the customer stop.

Optional

Phone

Telephone number at the stop location. If the Area code is included, The Legacy application can use it for geocoding.

Optional

ID1

Primary unique identifier for the customer/stop.  Example:  Account#, Customer#.   User-defined in Preferences/Configuration settings.     Used in the extract files process.

Required

ID2

Secondary unique identifier for the customer/stop.  

Example: Store#, Stop#. User-defined in Preferences/Configuration settings.

Optional

ID3

Tertiary unique identifier for the customer/stop. Example:  Line Item, SKU. User-defined in Preferences/Configuration settings.

Optional

Address

Street Address for the customer. Address, along with City, State, and Zip is used to geocode by address. Also used by Address Cleanup.

Required

Address2

Additional Address information.  

Example:  Suite#, building#, Door#, Dock#.

Optional

City

Name of the city (Address). This field can be used in conjunction with the distance file to determine distances and drive time. Required to geocode.

Required

State

2 letter state (Address) abbreviation.  

Example: WA, CA, OR.  Required to geocode.

Required

Zip

The zip code (Address); can be used for geocoding in conjunction with the Address field, or geocoding by 5-Digit or 9-Digit Zip.

Required

Longitude

The longitude and latitude fields are coordinates that define where a customer is located. Geocoding is the process used to identify these coordinates.

Required

Latitude

See Longitude.

Required

FixedTime

Used to identify a required/mandatory time that all vehicles must spend at the stop (in addition to unload rate/time); can be used to account for completing required paperwork.   Input FixedTime time in minutes; may be different for each customer.

Example:  An entry of 15 would require the truck to be at the stop for 15 minutes, in addition to the time calculated by the UnldRate.  Total time at the stop will be calculated by DirectRoute, by adding these two fields together.

Optional

SzRestriction

Size Restriction will inform The Legacy application that this is the maximum size or volume for a vehicle that may deliver to this stop.  Using a size restriction will limit which truck size the customer load can be put on.     

Example:  A quantity of 20,000 = load could only be put on trucks with a capacity of 20,000 or less in (Volume1 field) the Truck File.

Optional

EqCode

An alphanumeric code (unlimited number of characters) used to designate special equipment or requirements for a stop (liftgate, reefer, compartment, etc.). Corresponding Truck File field: SpE.  

When EqCodes are used, DirectRoute will only load the stops on a vehicle with a matching SpEq code listed in the Truck File.  

Example:  If a stop requires a liftgate in order to complete delivery, place a SpEq code in the EqCode field that designates liftgate, and use the same code in the SpEq field on a truck in the Truck File. Can combine multiple codes (i.e. AJ-BH-HH-XX).  

Note:  There are also special EqCodes that can be utilized for Back Hauls, prioritizing and sequencing of stops, territory codes and exclusion codes.  

Optional

UnldRate

Identifies the amount of time it takes to unload the volume1 value, in hours. Note:  If Volume = cases, the field appears in the Stop File as ‘UnldCases’.  

Example:  It takes one hour to unload 1000 cases.  A truck that carries 2000 cases would have an unload rate of 2 (2000 ÷ 1000/per hr.).       

Optional

Open1

Earliest time of day a customer will accept delivery.  Military Time format (0000-2400). Multiple time windows can be used (up to ten), defined as Open1, Close1, Pattern1; Open2, Close2, Pattern2, etc.      

Example:  Customer A. can receive deliveries between 0800 and 1130 on Sunday, Wednesday, and Saturday.  Enter Open1=0800, Close1=1130, and Pattern1=SWA.

Required

Close1

Latest time of day that a customer will accept delivery.  See Open1 for additional info.

Required

Pattern1

Days of the week when the customer will accept deliveries.  Each letter corresponds to the days of the week, beginning with Sunday (SMTWRFA).

Example:  Pattern1=SWA; the customer can receive deliveries on Sunday, Wednesday, and Saturday.  

Required

EarlyBuffer

EarlyBuffer is used to activate the soft time windows function within DirectRoute, allowing stops to be loaded before the actual Open1 time window. A penalty cost is added if the buffer is engaged.  (MM/DD/YY) Used in conjunction with EarliestDate; determines the latest date the stop may be serviced. Could be the same date as EarliestDate if there is only one day in which the stop may be serviced.

Optional

LateBuffer

LateBuffer is used to activate the soft time windows function within DirectRoute, allowing stops to be loaded after the actual Close1 time window. A penalty cost is added if the buffer is engaged. EarlyBuffer is used to activate the soft time windows function within DirectRoute, allowing stops to be loaded before the actual Open1 time window. A penalty cost is added if the buffer is engaged.  

Optional

MaxSplits

Max Number of Splits Allowed for a Stop

Optional

PenaltyCost

The PenaltyCost (dollar amount per hour) is used in conjunction with the EarlyBuffer and LateBuffer to calculate and apply a penalty cost to stops that use the buffers when engaged.  During the optimization process, The Legacy application will try to move a stop with a penalty cost to another route in an attempt to eliminate the penalty (calculated per hour).

Optional

Rt

The Route# on which the customer is normally serviced.  When pre-populated, DirectRoute will place the stop on this Route.  If left blank, DirectRoute will determine which route will service the stop. 

Optional

Seq

The delivery position of the stop on the route.  If pre-populated, DirectRoute will place the stop in this position.  If left blank, DirectRoute will determine the position during the routing process.

Example:  A value of 3 indicates the customer is the third stop on the route. 

Optional