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

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

  1. 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.
  2. Select the Available Order Lines tab to view all available order lines that are not yet connected to any load list.
  3. Mark the order line(s) you want to connect to the load list.
  4. 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:

  1. Select the Delivery Information tab.
  2. In the Name field, indicate the name of the terminal, port, or customer where the goods are being delivered.
  3. In the fields Address 1, Address 2, Postal Code, City, and State indicate the address to which the goods are being delivered.
  4. Save.