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How Do I Change the Trip on an Existing Order in Prelude?

Change the route number and required date on an existing order after obtaining the required approval.

A trip can be changed to a specific trip number (20, 21, 40, or 42) if approval has been given by PAROUTING or $SHIPPING.

Usually, trips will be changed to Route 65 (001).

For 008, the support person will be informed which trip number to use.

Step 1 — Change the Route Number.

In the Sales Header Screen, use the arrow keys until the cursor is on the Route Number field.

Change the Route Number to 65.

Image_1_Prelude_Trip_Change_Sales_Header

Step 2 — Change the Required Date.

Change the Required Date.

Step 3 — Save the order.

Press F2 to save.

Step 4 — Verify Credit Hold status.

The order must be off Credit Hold.

If the order is on Credit Hold, contact your credit representative to release the order.

Step 5 — Request approval.

Email either:

001
PARouting@singerequipment.com

008
$shipping@singerequipment.com

Helpful Tip

Slash commands can be used to move directly to different line items on this screen.

Example:

/24

moves the cursor directly to the Route Number field.