Account Master Data Table
REQUIRED OR OPTIONAL
The name of the customer/business (stop) to be delivered.
The name of a contact at the customer stop.
Telephone number at the stop location. If the Area code is included, The Legacy application can use it for geocoding.
Primary unique identifier for the customer/stop. Example: Account#, Customer#. User-defined in Preferences/Configuration settings. Used in the extract files process.
Secondary unique identifier for the customer/stop.
Example: Store#, Stop#. User-defined in Preferences/Configuration settings.
Tertiary unique identifier for the customer/stop. Example: Line Item, SKU. User-defined in Preferences/Configuration settings.
Street Address for the customer. Address, along with City, State, and Zip is used to geocode by address. Also used by Address Cleanup.
Additional Address information.
Example: Suite#, building#, Door#, Dock#.
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.
2 letter state (Address) abbreviation.
Example: WA, CA, OR. Required to geocode.
The zip code (Address); can be used for geocoding in conjunction with the Address field, or geocoding by 5-Digit or 9-Digit Zip.
The longitude and latitude fields are coordinates that define where a customer is located. Geocoding is the process used to identify these coordinates.
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.
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.
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.
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.).
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.
Latest time of day that a customer will accept delivery. See Open1 for additional info.
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.
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.
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.
Max Number of Splits Allowed for a Stop
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).
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.
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.