Transport management

You can manage the transport orders from this page.

1. Open the Transport Management page.

2. On the Filters section, in the Date Filter field, select a specific date or date range for filtering transport orders.

3. In the Route Code Filter field, select the relevant route code.
   The transport orders are filtered based on the filters applied and displayed on the transport management lines along with the basic information.

4. Enter the required information in the following fields:

   Field	Description
   Transport Order No.	Specifies the order number of the transport order.
   Shipping Agent	Specifies the shipping agent, as defined in the source document.
   Route Code	Specifies the transport route on which the items in the transport order are to be delivered.
   Route Code Description	Specifies the description of the route code.
   Transport Date	Specifies the transport date of the transport order.
   Loading Dock Door Code	Specifies the code that identifies the loading dock door for the assigned dock. The loading dock doors provide access to the dock area and are essential for the efficient flow of items in and out of the facility.
   Location Code	Specifies the location code for this document. If it is blank, the transport request lines associated to the order have a different location codes.
   Weight Capacity	Specifies the combined weight capacity of the selected vehicles for the transport order, representing the maximum total weight that can be accommodated in the entire shipment.
   Calculated Gross Weight	Specifies the value derived by multiplying the Gross Weight field value on the Item Card page by the Quantity field value from the source document.
   Net Weight	Specifies the value derived by multiplying the Net Weight field value on the Item Card page by the Quantity field value from the source document.
   Tare Weight	Specifies the calculated difference between the Calculated Gross Weight and the Net Weight field values.
   EUR Capacity	Specifies the floor space capacity of the vehicle, corresponding to the Floor Space Type 1 field value set on the Transport Setup page.
   BUFFER Capacity	Specifies the floor space capacity of the vehicle, corresponding to the Floor Space Type 3 field value set on the Transport Setup page.
   Planned EUR	Specifies the sum of the planned transport floor space of type 1 from the linked transport requests.
   Planned BLK	Specifies the sum of the planned transport floor space of type 2 from the linked transport requests.
   Planned BUFFER	Specifies the sum of the planned transport floor space of type 3 from the linked transport requests.
   Volume Capacity	Specifies the total volume capacity of the selected vehicles for the transport order, representing the total available space for accommodating items in the shipment.
   Calculated Volume	Specifies the calculated volume.
   Fixed	Specifies whether the addition of new transport requests is restricted for the transport order.

5. On the action bar, choose the required action from the following list:

   Action	Description
   New	Create a new transport order by providing information such as shipping agent, transport date, and route code. The newly created transport order will not contain any transport requests. It contains only the information provided while creating it. Additionally, details from the selected transport route code, such as driver number, truck, trailer, and shipping agent codes, will be automatically populated onto the transport order.
   Replan	Replan the transport order by changing the route code and transport date of the transport order. For more information, see Replan the existing transport order.
   Posting	Post - Post the selected transport order. You can post only one transport order at a time. Post Shipments – Post the shipment(s) or warehouse shipment(s) for the source document lines, such as sales, transfer, and purchase return order lines, that are associated with the selected transport order. If the location is a warehouse location, the system posts a warehouse shipment. For simple locations, it posts a shipment for the source document line. Post Receipts – Post the receipt(s) or warehouse receipt(s) for the source document lines, such as purchase, and sales return order lines, that are associated with the selected transport order. If the location is a warehouse location, the system posts a warehouse receipt. For simple locations, it posts a receipt for the source document line. Post Invoices – Post the invoices of the source documents that are associated with the selected transport order.
   Print	Generate reports for documents such as transport orders, pick instructions, sales order confirmation, sales return orders, purchase orders, purchase return orders, and transfer orders that are associated with the selected transport order.
   Functions	Create Warehouse Shipment – Create warehouse shipments for outbound source document lines that are associated with the transport order. This function is executed based on the configuration of the Combine Whse. Documents toggle on the Transport Setup page. For more information, see Create Warehouse Shipment/Receipt. Create Warehouse Receipt – Create warehouse receipts for inbound source document lines that are associated with the transport order. This function is executed based on the configuration of the Combine Whse. Documents toggle on the Transport Setup page. For more information, see Create Warehouse Shipment/Receipt. Payment Journal – This function allows you to record cash, cards, and other forms of payment for the customer. It specifically applies to sales and sales return orders that are associated with the selected transport order. It generates one journal line for each document type. Upon initial use, it creates a batch for the user ID, using the template configured on the Transport Setup page, and maintains it for subsequent use. This action is available only when any one of the journal templates is configured on the Transport Setup page. Cash Receipt Journal – Create cash receipt lines for the sales and sales return orders that are associated with the selected transport order. This action is available only when the Cash Receipt Jnl. Template is defined on the Transport Setup page. Card Receipt Journal – Creates journal lines for card payments related to sales and sales return orders that are associated with the selected transport order. This action is available only when the Card Receipt Jnl. Template field has a value configured on the Transport Setup page. Other Receipt Journal - Create journal lines for other forms of payments related to sales and sales return orders that are associated with the selected transport order. This action is available only when the Other Receipt Jnl. Template field has a value configured on the Transport Setup page. Mark as Fully Loaded - Mark a transport order as fully loaded, indicating that all goods for the order are loaded and ready for transport. This action is visible only when the Aptean POD Integration Connector is installed.
   Related	Warehouse Shipment Lines – View the existing shipment lines of transport requests associated with the selected transport order. Warehouse Receipt Lines - View the existing receipt lines of transport requests associated with the selected transport order.

6. On the Transport Requests FastTab, you can view the transport order lines or transport requests associated with the selected transport order. This information includes fields and details from the relevant transport order line.

7. Enter the required information in the following fields:

   Field	Description
   Stop Sequence No.	Specifies the stop sequence of the transport request derived from the Transport Request page. The stop sequence defines the order in which the truck is loaded or unloaded on the specified transport route.
   Changed	Specifies whether the source document line, from which the transport request derived from the Transport Request page originates, has been changed. This includes updates to the route code or stop sequence number. This field is applicable when the transport request status is In Progress or Planned.
   Deleted	Specifies whether the source document line, from which the transport request derived from the Transport Request page originates, has been deleted. This field is applicable when the transport request status is In Progress or Planned.
   Source Document Type	Specifies the type of the source document from which the transport request derived from the Transport Request page originates. For other stop types, this field is set to Other.
   Source Document No.	Specifies the number of the source document from which the transport request derived from the Transport Request page originates, or the code used for other stop types.
   Route Code	Specifies the transport route on which the items in the transport order are planned to be delivered.
   Shipment Date	Specifies the required shipment date for the transport request derived from the Transport Request page.
   Shipment Time	Specifies the required shipment time for the transport request derived from the Transport Request page.
   Delivery Date	Specifies the required delivery date for the items in the transport request derived from the Transport Request page.
   Delivery Time	Specifies the required delivery time for the items in the transport request derived from the Transport Request page.
   Location Code	Specifies the warehouse location where the truck is to be loaded or unloaded.
   Pickup Time	Specifies the time when the goods were picked up for delivery, which is used as a reference in the proof of delivery process. This field is visible only when the Aptean POD Integration Connector is installed and can be added through personalization.
   Calculated Gross Weight	Specifies the value derived by multiplying the Gross Weight field value on the Item Card page by the Quantity field value from the source document.
   Net Weight	Specifies the value derived by multiplying the Net Weight field value on the Item Card page by the Quantity field value from the source document.
   Tare Weight	Specifies the calculated difference between the Calculated Gross Weight and the Net Weight field values.
   Calculated Volume	Specifies the calculated volume of the items in the transport request derived from the Transport Request page.
   To Plan/Planned EUR	Specifies the quantity of floor space type 1 that is to be planned or has already been planned for the transport request derived from the Transport Request page.
   To Plan/Planned BLK	Specifies the quantity of floor space type 2 that is to be planned or has already been planned for the transport request derived from the Transport Request page.
   To Plan/Planned BUFFER	Specifies the quantity of floor space type 3 that is to be planned or has already been planned for the transport request derived from the Transport Request page.

8. On the action bar, select Line and choose the required action from the following list:

   Action	Description
   Accept	Confirm the changes made in the transport request that were marked as Changed or Deleted through the Transport Planning page. For more information, see Accept function.
   Remove from Transport Order	Remove the transport request from the selected transport order. For more information, see Add data or delete transport order lines. For Other source document type, the system not only removes the request from the transport order but also deletes it entirely.
   Add a New Stop	Add a new stop for this route associated with this transport order. For more information, see Add a New Stop.
   Change Transport Stop	Move a transport request from one transport order to another. For more information, see Change Transport Stop.
   Instructions	Provide instructions specific to the selected transport order line.
   Source Document Info	Navigate to the Transport Request Source Document Info page to view details of the source order line. On the action bar, select Show Document to open the relevant source order document. For stops, this action directly opens the relevant Other Stop Type Card page.
   Related	View Change Log Entries - Navigate to the Transport Request Change Log Entries page to view relevant entries related to changes made to the selected transport order line, if any. For more information, see Accept function. Warehouse Shipment Lines – View the existing shipment lines for the selected transport order line. Warehouse Receipt Lines - View the existing receipt lines for the selected transport order line.
   Functions	Create Warehouse Shipment – Create a warehouse shipment for the selected outbound source document line. This function is executed based on the configuration of the Combine Whse. Documents toggle on the Transport Setup page. For more information, see Create Warehouse Shipment/Receipt. Create Warehouse Receipt – Create a warehouse receipt for the selected inbound source document line. This function is executed based on the configuration of the Combine Whse. Documents toggle on the Transport Setup page. For more information, see Create Warehouse Shipment/Receipt. Create Claim - Create claims for sales and purchase documents. The system will create a claim if it has not already been generated or if the shipment/receipt has been posted. For more information about claims, see Aptean Claims.

9. On the action bar, select Posting and choose the required action from the following list:

   Action	Description
   Post Shipments	Post the shipment or warehouse shipment for the selected outbound source document line, such as sales, transfer, and purchase return order lines. If the location is a warehouse location, the system posts a warehouse shipment. For simple locations, it posts a shipment for the source document line.
   Post Receipts	Post the receipt or warehouse receipt for the selected inbound source document lines, such as purchase, and sales return order lines. If the location is a warehouse location, the system posts a warehouse receipt. For simple locations, it posts a receipt for the source document line.
   Post Invoices	Post the invoice of the selected source document line.

10. On the action bar, select Payment Journal and choose the required action from the following list. This function allows you to record cash, cards, and other forms of payment for the customer. It specifically applies to sales and sales return order lines. Upon initial use, it creates a batch for the user ID, using the template configured on the Transport Setup page, and maintains it for subsequent use. This action is available only when any one of the receipt journal templates is configured on the Transport Setup page.

    Action	Description
    Cash Receipt Journal	Create a cash receipt line for the selected sales or sales return order line. This action is available only when the Cash Receipt Jnl. Template field has a value configured on the Transport Setup page.
    Card Receipt Journal	Create a receipt line for card payments related to the selected sales or sales return order line. This action is available only when the Card Receipt Jnl. Template field has a value configured on the Transport Setup page.
    Other Receipt Journal	Create a receipt line for other forms of payments related to the selected sales or sales return order line. This action is available only when the Other Receipt Jnl. Template field has a value configured on the Transport Setup page.

Create Warehouse Shipment/Receipt

You can create warehouse shipments or receipts for transport orders and specific transport requests. The creation of these warehouse documents is based on the configuration of the Combine Whse. Documents toggle on the Transport Setup page.

When the Combine Whse. Documents toggle is turned on, the following actions will function as follows:

• Create Warehouse Shipment (for the transport order) – Generates a consolidated warehouse shipment for all outbound requests associated with the selected transport order. If any of the outbound requests already have an existing warehouse shipment, the system then creates a new consolidated warehouse shipment only for the outbound requests that do not have a warehouse shipment.
• Create Warehouse Receipt (for the transport order) – Generates a consolidated warehouse receipt for all inbound requests associated with the selected transport order. If any of the inbound requests already have an existing warehouse receipt, the system then creates a new consolidated warehouse receipt only for the inbound requests that do not have a warehouse receipt.

If you prefer to have a single consolidated warehouse shipment or receipt for the entire transport order, and some of the associated transport requests already have individual warehouse shipments or receipts, you can delete those individual warehouse documents and create a consolidated one using the actions mentioned above.

If you want to add a specific transport request line to the existing combined warehouse document, you can use the following actions on the Transport Requests FastTab:

• Create Warehouse Shipment (for the transport order line) - Generates a warehouse shipment for the selected outbound request. If a warehouse shipment already exists for the associated transport order, the warehouse shipment line for the selected outbound request line will be added to the existing warehouse shipment.
• Create Warehouse Receipt (for the transport order line) - Generates a warehouse receipt for the selected inbound request. If a warehouse receipt already exists for the associated transport order, the warehouse receipt line for the selected inbound request line will be added to the existing warehouse receipt.

When the Combine Whse. Documents toggle is turned off, all the actions mentioned above will result in the creation of separate warehouse documents for each inbound and outbound request.

The transport route code in the newly created warehouse documents will be inherited from the relevant source order documents.

Replan the existing transport order

On the Transport Management page, you can replan a transport order by changing its route code and transport date.

1. On the action bar, select Replan.
   The Replan Transport Order page opens.
2. On the Current FastTab, you can view the current details of the transport order, including its number, route code, and transport date.
3. On the New FastTab, select the desired route code and transport date in the respective fields.
4. Select OK.

The transport order and its associated transport requests are now updated and replanned with the newly selected route code and transport date. This also updates the information on the relevant source document lines. This process includes updating the following on the source documents, to align with the new transport date.

• The Planned Shipment Date field is adjusted on the associated outbound document lines such as sales, transfer, and purchase return order lines.
• The Planned Receipt Date is adjusted on the associated inbound document lines such as purchase, and sales return order lines.
• The corresponding fields of planned dates are adjusted on warehouse shipment/receipt lines, such as Starting Date or Due Date.

Add a New Stop

When managing transport orders, you can add new stops to the associated route. A new stop can be any additional destination you wish to include along the transportation route. These stops can be used for various purposes, such as making additional pickups or deliveries, stopping for the company itself, or for any other specific reasons. To add a new stop, follow these steps:

1. On the Transport Requests FastTab, on the action bar, select Add a New Stop.
   The Add New Stop page opens.
2. In the Source Document No. field, select the required other stop type. For configuring the other stop type, see Other Stop Types.
3. In the Stop Sequence No. field, enter the sequence number of the stop.
4. Select OK.

A new transport order line is added with the Source Document Type set to Other for the newly added stop. This line will not initially have a route code and location code assigned to it. However, you can assign a route code to it along with other information, except for the location code. This line is inserted into the transport order according to the stop sequence number provided.

The line corresponding to the other stop type cannot be viewed in the transport planning lines on the Transport Planning page.

Change Transport Stop

You can move a transport request from one transport order to another. To do so, follow these steps:

1. Open the Transport Management page.
2. Select the relevant transport order.
3. On the Transport Requests FastTab, select the relevant transport order line.
4. On the action bar, select Change Transport Stop.
   The Change Transport Stop page opens.
5. On the Current FastTab, you can view the details of the current transport order, such as transport order number, route code, and shipment date.
6. On the New FastTab, in the Route Code and Shipment Date fields, select the relevant route code and shipment date of the new transport order.

   If you change the Route Code and Shipment Date fields after selecting a transport order, the Transport Order No. field will be cleared.

7. In the Transport Order No. field, select the more options icon.
   The list of transport orders is filtered based on the selected route code and shipment date. You can remove the filters to view the entire list.
   Once you select the transport order, the Route Code and Shipment Date fields are automatically populated based on the details of the selected transport order.
8. Select OK.

Following the completion of the process:

• The selected transport request is removed from the current transport order and added to the newly selected one.
• The system automatically updates the planned shipment date in outbound source documents and the planned receipt date in inbound source documents based on the shipment date of the new transport order.
• If the transport request does not have a warehouse document, the process concludes at this point.

If a warehouse document exists for the transport request, the system then proceeds based on the configuration in the Combine Whse. Documents toggle on the Transport Setup page.

When the Combine Whse. Documents toggle is turned off, the system proceeds based on the following scenarios:

• If a warehouse document exists for the transport request, the system updates the transport order number, transport route code, and due date in the warehouse document based on the new transport order.
• If a combined warehouse document exists for the current transport order, the system removes only the warehouse document line for the involved transport request from the combined warehouse document.

When the Combine Whs. Documents toggle is turned on, the system proceeds based on the following scenarios:

• If a warehouse document exists for the transport request, and the new transport has a combined warehouse document, the system will delete the existing warehouse document for the transport request. Subsequently, the warehouse document line for the involved transport request will be added to the existing combined warehouse document of the new transport order.
• If a combined warehouse document exists for the current transport order, the system removes only the warehouse document line for the involved transport request from the combined warehouse document. If the new transport order does not have a combined warehouse document, the process concludes at this point. However, if the new transport order has a combined warehouse document, the warehouse document line for the involved transport request will be added to the existing combined warehouse document of the new transport order.

FactBox

Transport Overview FactBox

You can view the Transport Overview FactBox which provides insights into the header details of the selected transport order, which includes the following information:

• Route Code
• Driver No.
• Truck Code
• Trailer Code
• Shipping Agent
• Loading Dock Door Code
• Dock Status
• Dock Date
• Dock Time
• Calculated Weight
• Weight Capacity
• Calculated Volume
• Volume Capacity
• Planned EUR
• Planned BLK
• EUR Capacity
• BLK Capacity

For more information about these fields, see Transport order.