Delivery Areas

The next bit of setup that needs to be done is determining the Delivery Areas. These are used to group Customers, Vendors, Locations and Post Codes into single areas for Shipment Management. Sales Orders that fit the criteria for a delivery area will be delivered on the same route.

You can use the search to find the page:

Once on the page you will be presented with a list of Delivery Areas (if you are using the addition for the first time the list will be empty. At this point you can either highlight one of the delivery areas already created or click on the new button to begin creating a new area, either option will open the Delivery Area Card.

You will see straight away that each delivery area requires a Code (unique identifier) and a Description (in case the code is not obvious as to its meaning) which is free text. A Country/Region Code Filter can also be added.

The field Location Code makes the delivery area specific to orders from a single Microsoft Dynamics 365 Business Central Location code, the location can be entered on the delivery area card.

On the card you can also populate the Default Vehicle and Default Driver, allowing you to be able to record which driver and vehicle is delivering to a certain route.

NB: The Delivery Area Code is currently determined and stored at the Sales Header level. This need to be moved to the Sales Line level – as the Location Code of the sales line will be a factor of the Delivery Area (so the same sales order could be split over multiple delivery areas).

Moving down to the Lines FastTab of the Delivery Area, you add the Destinations that are covered by the Delivery Area. The Destination Types can be specific Customers, Vendors or Locations. You can also enter a range of Post Codes to be included in the area.

Being able to specify some customers, vendors or locations above a postcode range means that you can prioritise that drop above another drop which may be in the same postcode range.

The delivery order of the destinations can be changed by using the Move Up or Move Down buttons.