Create Transport Task
Explanation
A transport task is a way to inform either the truck driver or the stacker that goods
(parts or pallets) need to be transferred to a different inventory location. Transport
tasks are handled differently in different parts of IFS Applications. In most parts of
IFS/Inventory, for example, transport tasks can be used for all kinds of goods.
Note: When moving the pallets, only the entire pallet can be moved. This function does not permit
moving individual parts of a
pallet.
Manually
You can create new transport tasks from the Transport Task
window.
Note: You can also create transport tasks using the Move to New
Transport Task right-mouse button option in the the Transport Task
window and the Transport Task Lines window.
At Receipt
You can create a transport task in Receipt from the
following windows: the
Purchase Order Receipt
window,
the Purchase Order Receipt/Pallet tab, the
Move Into QA window and
the
Move Into Stock window.
The creation of transport tasks is also done by triggering the Putaway
function.
In Inventory
From the
Transport Task
window in IFS/Inventory, you can move goods
between different inventory locations. Specify the part ID, any new site, and the new
inventory location. There are two default moving methods from which to choose, either Move
to Inventory (if the goods are being moved within the site) or Move to Transit (if the
goods are being moved to a different site, or when it is known that the move will take an
unusually long time). You can also create transport tasks for pallets from
Handle
Pallets on Delivery Location if the pallets are placed in a pallet delivery
location. Note: When moving pallets, only entire pallets can be moved. This function does
not permit moving individual parts of a pallet.
However, when an analysis of parts is required in IFS/Quality Management, the
parts cannot be moved into inventory before the analysis is confirmed.
Transport tasks can also be created via pallet refill or Kanban.
When creating a transport task it is possible to not
only set the from-location and the to-location for the transport task line, but
also to set a forward-to location number. If a forward-to location number is
entered, it will result in a new transport task when the transport task is
executed. The new transport task will have the to-location from the executed
transport task line as the from-location and, the forward-to location will be the
to-location for the automatically created transport task. If the
Auto Assign Drop-off Location on Manual Transport Task check box
is selected and a drop-off location exists between the from and
to location, the to-location will automatically be changed to the forward-to
location and the drop-off location will be the
to-location on the transport task line when the line is saved. Drop-off
location can be defined for singled and pallet-handled parts
on the Warehouse Navigator/General tab on
warehouse and bay level. Drop-off locations on warehouse level are used when moving a part or pallet between
two warehouses using the transport task. On bay level, it is used when moving between bays within the same warehouse using
the transport task.
Prerequisites
- The receipt line must have been entered as arrived.
- A location group must have been entered in Inventory Part/Pallet.
- When moving goods to a different site, your user name must be entered on
the other site, too. Do this in the Sites per User window. The part must also be entered on the
other site. This can be done by using
Copy Parts to Site.
However, after copying, you need to add some conditional data to the inventory part on the
new site.
- To move parts in project inventory to a location at
a different site, that site must have been defined as an allowed site for the
project in the
Project window.
- If the Mandatory Create Analysis check box is selected in the
Quality Basic Data window, then the analysis must have been
confirmed to be able to move the received quantity into the inventory
location. If you try to move the items that require an analysis into an
inventory location without confirming the analysis, a message will appear.
System Effects
- A transport task is created so that the driver of the truck or the stacker can
accomplish the task. You can view the task ID in the Transport Task ID
field. You
can print a transport task report by using the Print Transport Task
right-mouse button option.
However, if you are in any window other than the
Transport Task
window, you
must first open this window by right-clicking in the lower part of the window.
- As a result of this activity, the goods are physically moved by the truck driver. Then
the truck driver, or any other relevant system user, will be able to execute the transport
task.
Note: When considering the inventory and the movement of the parts,
it is important to note that there are two other activities— Transfer To Project
Inventory and Transfer To Standard Inventory—that are included in the scenario
Transfer To/From Project Inventory. These activities result in the transfer of
parts between standard and project inventory and only show whether the parts are
connected to a project or not; they do not result in the
physical movement of parts. Similarly the Create Transport Task
activity will only move the parts between locations, without
changing the connected project, if any.
Window
Purchase Order
Receipt
Move into QA
Move into Stock
Transport Task
Handle Pallets on Delivery Locations
Quality Basic Data
Related Window Descriptions
Purchase Order Receipt
Purchase Order Receipt/Pallet
Move into QA
Move into Stock
Move Purchase Order Receipt (Pallet)
Transport Task
Transport Task/Single
Transport Task/Pallet
Transport Task/Compiled View
Transport Task/Available Transport Task
Lines
Transport Task Lines
Handle Pallets on Delivery Locations
Quality Basic Data
Procedure
IFS/Purchasing, Receipt Handling
Create a transport task with Putaway in the
Purchase Order Receipt
window:
- Either populate or query for the order number in question. If you have several receipts
for an order, you must also select the correct receipt number by using the list in the
Order No field.
- Click the
Pallet tab.
- Select the pallet line that you want to move, right-click and then click Perform Putaway.
- A transport task is created
according to the Putaway rules. The
Transport Task ID column displays the ID of the created task.
Create transport tasks with
the Move into QA
option in the
Purchase Order Receipt
window:
- Either populate or query for the order number in question. If you have several receipts
for an order, you must also select the correct receipt number by using the list in the
Order No field.
- Click the
Pallet tab.
- Select the pallet line that you want to move, right-click and then click Move into QA.
The
Move Purchase Order Receipt dialog box appears.
- A default location is suggested by the system in the
Destination Location
field. You
can change the location if needed. Click
List to view the List of Values.
- Click
OK to close the dialog box,
and a transport task is created thereafter. The
Transport Task ID column displays the ID of the created task.
Create transport tasks to move parts into a stock location in the
Move into Stock window:
- Either populate or query for the order number in question. If you
have several receipts for an order, you must also select the correct receipt
number by using the list in the Order No field.
- Select the line that you want to move, right-click and then click
Perform Putaway.
- The Transport Task ID column displays the ID of the created task.
IFS/Inventory,
Transport Task
- Open the
Transport Task window and select New.
- Save the transport task. The
transport task receives the Created status.
- Create
a new line on the
Single
tab or Pallet tab. A
line number is displayed automatically.
- Select the part or pallet number you want to move by using
the List of Values.
- For single-handled parts, select
the from location, using the
List of Values. Values in the
location type Warehouse,
Bay,
Row,
Tier, and
Bin fields automatically appear.
- Using the List of Values, select the to location to which you want to
move the parts/pallet.
- For single-handled parts, select
a lot/batch number using the List of Values.
- A note text can be added by right-clicking and then clicking Note.
- Save the information.
- If needed, add additional
information on the new line.
- Save the record.
- A transport task report can be printed by right-clicking and then
clicking Print Transport Task.
IFS/Inventory, Parts in Delivery Location
If you have adjusted the quantity of pallets, you can use
Handle Pallets on
Delivery Location to begin delivering the pallets to inventory according to
these steps:
- In the pallet record, either on the header or by selecting the pallet lines to be delivered to inventory,
right-click and then click Perform
Putaway.
- Click OK on the information message that appears to create a transport task for pallet.
- A transport task ID
is displayed in the Transport Task ID field.