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Topic

    Erlin Garcia
    move orders so that they are not considered by routingAnswered
    Topic posted July 29, 2019 by Erlin GarciaBlue Ribbon: 750+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mapping, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    22 Views, 1 Comment
    Title:
    move orders so that they are not considered by routing
    Summary:
    It will be possible to move orders to a type of resource that routing does not consider.
    Content:

    Our client handles suspended orders that can go several days without attending.

    We need to be able to separate these orders from their original buckets and pass them to another one called "suspended" or something similar without routing taking these orders into account.

    They are currently handled in a bucket but, routing when considered, it obviously routes them again.

    The client needs to be able to locate in some type of resource the orders that are suspended and that are not routed by the system. They will manually locate them in the corresponding technician.

    This is possible ?? Is there any alternative?

    Thank you.

    Best Comment

    Zsolt Tolgyesi

    Hi Erlin,

    I always read posts in this forum, but I believe sometimes better to wait until someone has a better idea than me.

    So a specific routing plan only assign activities which are included in the routing filters, so you need to find/make an activity field which separate those activities, and then exclude the unwanted ones from the routing filter. IMO you can't use the "status" because both are "pending", but maybe you will able to trigger a property change with messages if an activity is suspended by someone and use that field for routing separation later.

    Regards,
    Zsolt

    Comment

     

    • Zsolt Tolgyesi

      Hi Erlin,

      I always read posts in this forum, but I believe sometimes better to wait until someone has a better idea than me.

      So a specific routing plan only assign activities which are included in the routing filters, so you need to find/make an activity field which separate those activities, and then exclude the unwanted ones from the routing filter. IMO you can't use the "status" because both are "pending", but maybe you will able to trigger a property change with messages if an activity is suspended by someone and use that field for routing separation later.

      Regards,
      Zsolt