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Recurring orders and routes can be posted manually or automatically, and unposted manually.

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  1. Go to X Stream > Definitions.

  2. Click the New button in the toolbar. 

  3. Enter "Posting" as the Configuration Type

  4. Select "Posting-Posting" for Export Type.

  5. Enter "Posting Routed and OnDemand" as the Configuration Description.

  6. Add the following keys with their value in the definitions list: 

    • Business Units - Enter multiple business unit IDs as comma separated numbers. For example 1,2,3,7,8. 

    • Posting Types - Enter posting types “Routed” or “OnDemand’. If posting for both routed and on demand, enter the value as "Routed,OnDemand".

    • Days Offset - Enter the number of days in advance that you wish to have the routes posted once the definition is run. For example, if you are posting "Routed,OnDemand" stops for the following day, you would use a 1 day offset. If you want all of your Routed,OnDemand orders posted for a week out, you would use a 7 day offset. This would post on the seventh date in the future.  As the definition is executed each day, the customer would always have 7 days worth of Routes and OnDemand Orders in the Operations App.

    • SendODEmails - Optional. Enter "true". Add this key and value pair if you want to automatically send the emails for the message formats associated with order placement.

  7. Click Apply once the Key/Value pairs are entered.

  8. Click Add Schedule to select the time that you want the definition to run so that your route stops and/or on demand orders are posted to the Dispatch board(s) and click OKAuto posting at midnight can cause unexpected results. Auto posting should be scheduled a few minutes before or after midnight.

  9. Click OK to save the definition.

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CXTU Courses/Lessons

  • Administrator Role Training: Planning and Route Contracts

  • Administrator Role Training: Recurring Orders

  • On-Boarding Training: Routes

  • Orders Course: Recurring Orders

  • Routes & Distribution: Posting Routes

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