Maps Advanced routing places new visits overlapping with existing locked visits
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Maps Advanced routing places new visits overlapping with existing locked visits

Maps Advanced

Last updated 2022-06-22 ·Reference W-10227537 ·Reported By 6 users

No Fix

Summary
Locked visits from the old visit plan are not included and routed over when optimizing the new plan.

Repro
Found in Version 234.13
1. Create a visit plan for 3 months and does not repeat
2. Optimize the plan
3. Lock one of the waypoints 3 months out
4. Change the visit plan to only be for 2 months now
5. Make sure the waypoint you locked in step 3 is after the new visit plan end date
6. Clone the visit plan and make it run from the end of the original visit plan for the next 3 months
7. Optimize the plan

Expected Results: Locked waypoint correctly included in the route and optimized around
Actual Results: Locked waypoint is not included in the route and is routed over

Workaround
Update the visit plan and modify the dataset criteria to include the prescheduled visits or manually scheduled appointments.

Steps:

1. Open Maps - MAPS ADVANCED VISIT PLAN tab
2. Edit the plan which should include the prescheduled visits
3. Click on Prioritize Datasets tab and edit the data set
4. Navigate to the section to 'Set criteria to identify prescheduled visits or manually scheduled appointments.'
5. Edit the criteria to include the rescheduled visits. Example: use 'OR ' logic to include a row where the related waypoint has the Locked field equaling 'TRUE'
6. Click Save and Next
7. Save the Visit Plan and Re-optimize the routes.

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