Create Transport Load
Explanation
The load list is a support function used to organize several customer orders or order
lines for delivery at the same time. The orders or order lines connected to a load list
are handled as one unit until the goods are dispatched. A load list may consist of order
lines from several customer orders and/or customers. A load list can be created at
any time in the customer order flow. The only necessary condition is that the customer
order has been entered and saved.
Prerequisites
- The customer orders must have been entered and saved to be linked to the load list.
- To enter delivery information, the country code and its address format
must have been defined, or any of the existing country codes must be defined
as default country. This is done in
Address Presentation
window.
System Effects
The customer orders or order lines that has been connected to the load list can be
treated as one unit during the remaining part of the order flow.
When the load list is delivered, all linked order lines that are pick-reported are
delivered at the same time.
If you have entered any delivery information for the load list, this information will
be displayed on the printed load list.
Window
Customer Order Load List
Related Window Descriptions
Customer Order Load List
Customer Order Load List/Available Order Lines
Customer Order Load List/Connected Order Lines
Customer Order Load List/Delivery Information
Procedure
- Select New, and then directly save in order to create a load list header. A load list
number is then generated and displayed in the Load List field.
- Select the
Available Order Lines tab to view all available
order lines that are not yet connected to any load list.
- Mark the order line(s) you want to connect to the load list.
- Right click in the lower part of the window and select Connect to Load List in the
Operations menu that appears. Confirm by clicking OK. The order line is then removed from
the Available Order Lines tab and displayed in the
Connected
Order Lines tab.
You can enter or complete delivery information for the load list. The delivery
information will be displayed on the printed load list. To enter delivery information:
- Select the
Delivery Information tab.
- In the Name field, indicate the name of the terminal, port, or customer where the goods
are being delivered.
- In the fields Address 1, Address 2, Postal Code, City, and State indicate the address to
which the goods are being delivered.
- Save.