Agency Preferred Days and Hours Setup (v6.0)

Modified on Wed, 20 Sep 2023 at 09:52 AM

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Agency Preferred Days and Hours Setup

 

 

 

Purpose of this document

 

The Agency Preferred Days and Hours functionality provides Ceres users with the ability to record the days and hours of operation for agency deliveries. It specifies the hours of operation that the Food Bank may conduct business with the agency. It differs from agency days and hours, which is used to specify the operating hours for the agency that clients have access to the agency.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.

 

 

 

TABLE OF CONTENTS


 

 

 

 

Agency Preferred Days and Hours Setup

 

Accessing Agency Preferred Days and Hours

Agency Preferred Days and Hours may be accessed from either the Agency List or the Agency Card. In either case it is accessed from the menu available on the Agency Card or Agency List.


Agencies can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Agencies” in “Tell me what you want to do” then selecting “Agencies” from the results in the Go to Pages and Tasks section OR by selecting the “Agencies” menu action (if present) from your Role Center home page.

 

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You will see the list of Agencies. Select Related à Distributions à Agency Preferred Days and Hours.


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To edit an existing record click on the line you wish to change.


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To create a new line, either move to the next available line and begin entering or click “New” in Menu.


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Enter the day of week or use the AssistButton to select the day of week.


Enter the hours of operation by filling in the Morning Opening Hour, Morning Closing Hour, Afternoon Opening Hour, Afternoon Closing Hour and Frequency. You can use F8 to copy from the line above. Frequency could be Weekly, Bi-Weekly, Monthly or similar.


Enter any Comments and Meal Types served related to that day.


Check the 24/7 field if appropriate.


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Note: The key to the Agency Preferred Days and Hour table includes the Agency No., Day of the Week and the Morning Opening Hour fields. If you change any of these on an existing line the system will ask you to confirm that you are renaming the record.

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Copy to Functionality:


If you have several Agencies with similar hours, you may use the copy function to update other agencies. To use this function select Copy to from the menu.


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From the Copy Agency Days and Hours FastTab you can filter the “copy from” records. By default the current Agency, and all days will be used. You may change the filters to only copy a particular day or days. Please note that if you copy records to another Agency and the record already exists, the existing records will not be overwritten.



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In the Copy to Agency FastTab filter the Agencies you want to copy to. In the example above, Ceres will copy all days of the week for Agency 1011A to Agency 0001. Press OK to copy the records.

 

Agency Preferred Days and Hours Page and Report

An Agency Preferred Days and Hours List page can be displayed that is based on the setup outlined above.

 

Agency Days and Hours can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Agency Days” in “Tell me what you want to do” then selecting “Agency Days and Hours” from the results in the Go to Reports and Analysis section OR by selecting the “Agency Days and Hours” menu action (if present) from your Role Center home page.


 

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You can also export the Days and Hours Page to Excel, Word, or PDF.


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