Post Recurring Orders or Routes

Owned by Michelle Cabaya (Unlicensed)
May 13, 2022
3 min read

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

Manually Post/Unpost Recurring Orders or Routes

Manually posting gives you control over when work is posted to the dispatch board.

Step-by-step Guide

  1. Click the Post/Unpost icon in the X Dispatch toolbar.  

    Quick Tip

    Alternative:

    From the top menu in X Dispatch, select Action > Post Recurring...

  2. Select a business unit and click OK.
  3. Double click on the date, or dates, you would like to post or unpost. Selected date(s) will be highlighted yellow and the current calendar date text is in green.
  4. Select whether you would like to Post or Unpost in the Action section.

  5. Select if would like to post or unpost

    • Recurring Orders - Recurring orders post to the active On-Demand Dispatch board.  See Recurring Order. 

      Quick Tip

      When the posting recurring orders, select Send Placed Alerts in the Action section to trigger any email notifications to customers (if configured on the order form and customer record).

    • Routes - Routes post to the active Route Dispatch board. See Planning - New/Edit Route.

    • Route ASNs - Imported route stops that have been imported through an ASN. This option is only available when performing the unpost action. 

  6. Click OK.

Dates recurring orders or routes were posted are highlighted in purple with the text "On-Demand" for recurring orders and "Routed" for routes.

Auto Posting Recurring Orders or Routes

Auto posting recurring orders or routes reduces the possibility of any error such as forgetting to post on specific days or imported stops not posting to the correct routes. Auto posting is set up by adding an X Stream Definition. See X Stream Definitions. 

Step-by-step Guide

  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’. 

      Quick Tip

      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 X Dispatch.

    • 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.

    Click Apply once the Key/Value pairs are entered.

    Quick Tip

    If posting on a Friday for work to be done on Saturday, Sunday, and Monday (for example) you would need three different schedules set up, all to post on Friday.  The first would be a 1 day offset, then the second a 2 day offset, and the third, a 3 day offset.

  7. 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 X Dispatch board(s) and click OK. 

    Auto posting at midnight can cause unexpected results. Auto posting should be scheduled a few minutes before or after midnight.

  8. Click OK to save the definition.