Order Handling Groups and Order Routing Groups

Purpose of this document

This document is designed to help illustrate the setup and uses of Order Handling and Routing Groups. They can be used to facilitate grouping of orders into logical subgroups by either type of order or delivery routing information.

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

TABLE OF CONTENTS

• Overview
• Order Handling Groups and Order Routing Groups Setup
• Using Order Handling Groups and Order Routing Groups

Overview

Food banks often need to group Agency Orders together for fulfillment, to make day to day processing easier. Common groupings include by Program (Kid’s Café Orders for example) or by delivery area (Rural drop site etc.). To meet these needs in a flexible manner, order handling group and order routing group functionality was added to Ceres.

1. Order Handling Groups – Applies to Agencies, Donors, and Vendors and related documents, as well as some warehouse processes.

2. Order Routing Groups – Applies to Agencies, Donors, and Vendors and related documents, as well as some warehouse processes.

This document outlines the setup and functionality related to Order Handling Groups and Order Routing Groups only. Order grouping as it relates to Appian, CMobile, or Roadnet is covered in other documents.

Order Handling Groups and Order Routing Groups Setup

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

2. Select Order Handling Groups or Order Routing Groups and a List will display in edit mode. In the below examples, Order Handling Groups was selected.

3. To create a new Order Handling Group, select New and complete the required fields.

Code: A unique identifier for the new Order Handling Group.

Description: A brief description of the Order Handling.

4. Repeat the steps above to create a new Order Routing Group. You do not need to use both options unless that level of order grouping is desired.

Using Order Handling Groups and Order Routing Groups

A default Order Handling Group Code and/or Order Routing Group Code can be established as a default value on an Agency, Donor, Food Drive Donor, or Vendor by selecting or inputting a value. The fields are located:

Once linked, the default Order Handling Group Code and/or Order Routing Group Code flows from the Agency, Donor, Food Drive Donor, or Vendor to the order or other document. The default can be overridden by inputting or selecting a new value. The fields are located:

Agency Documents: Shipping FastTab

Donation Documents: Receiving FastTab

Purchase Documents: Receiving FastTab

The Order Handling Group Codes and Order Routing Group Codes can be used as filters when processing orders, when creating the Warehouse Activity Plan (WAP), generating Allocated Orders or when generating Inventory Picks.

When the order or transaction is posted, the Order Handling Group Code and Order Routing Group Code flow to the posted document.