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How to Set Appointment Times

When working with EDI orders, you can set or confirm appointment times for stops. This sends appointment information back to your trading partner via EDI 214 messages.

Understanding Appointment Codes

EDI uses specific codes to communicate appointment status. Typically, they are the following:

Code

Meaning

AA

Pick-up appointment

AB

Delivery appointment


Setting Appointment Times on Stops

From the Order/Trip Detail

  1. Open the order with EDI stops
    โ€‹

  2. Click on a stop to edit it
    โ€‹

  3. Set the Scheduled Date and Time Window
    โ€‹

  4. Save the stop

Confirming an Appointment (Sending AA/AB Code)

To send an appointment confirmation to your trading partner:

  1. Open the trip/order
    โ€‹

  2. Click the three-dot menu (โ‹ฎ) next to the stop
    โ€‹

  3. Select Confirm Appointment (or similar action)
    โ€‹

  4. An EDI 214 with the AA/AB code will be sent to the trading partner


Automatic vs. Manual Appointment Confirmation

Automatic Confirmation

Some EDI customer configurations automatically send appointment confirmations when:

  • A stop's scheduled time is set

  • The stop status changes to "arrived"

Manual Confirmation

If automatic confirmation is disabled:

  • You must manually trigger the AA/AB code

  • Use the stop's action menu to send confirmation

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