Appian Direct Route and Invoicing

Use menu path: Customer ribbon menu > Invoice > Create Invoice - or - Change Invoice.

 

 

1.In Create or Change Invoice use the Customer search button to find the desired customer.

 

2.  Click the Routing Options button.

 

3.  The Appian Invoice Options dialog box displays with the Invoice Number and Customer name at the top.

 

 

a.Route deliveries with Appian Direct Route
i.Remove the check from the box  to turn OFF Appian Direct Route then click OK.
ii.System Default has all customers with this option turned ON.

 

b.Stop Time: To override your System Preferences Company default, use the arrows to make changes to the amount of time allocated for parking the truck and making the delivery.

 

c.Time Windows: Make changes for this invoice to override your System Preferences Company default.
i.Enter and verify delivery time overrides.
ii.Set the time window by using the arrows in the time window field.  

 

d.When override settings are completed click OK.

 

4.You will return to the Invoicing screen.

 

5.Complete your Invoice and process per normal procedures.

 

Any Appian Direct Route changes made in Invoicing only apply to the current invoice number.