Journeys

Journeys streamline the process of assigning container loads for delivery. On the Journey page, you can view the associated container load lines, and even navigate to the relevant source documents. The journey includes essential information about the associated container loads, and shipping details, including the mode of transportation, shipping agent, transport code, and document numbers like bill of lading and booking number.

On the Journeys list page, you can generate reports for all the journeys that have the status In-Transit. On the action bar, select Reports > In-Transit Journeys to generate the report.

To assign container loads to the journey

1. Select the Search icon , enter Journeys, and then choose the related link.
   The Journeys list page opens.
2. On the action bar, click New to create a new container load.
   Or
   Select the required No. to open the relevant container load.
3. On the General FastTab, fill in the fields as follows:

4. On the Shipping Details FastTab, fill in the fields as follows:

5. On the Containers FastTab, you can select the following actions:

6. On the action bar, select Actions > and then choose the required action from the following list:

Load

The Load action facilitates the creation and posting of relevant source documents. The outcome of this function depends on the Source Type and is based on the following scenarios:

Sales Orders (With no special orders)

For sales orders with no special orders, this function creates warehouse shipments for warehouse locations.

Purchase Orders

For purchase orders, if the Destination Location Code doesn’t match the Receipt Location of the relevant Un/LoCode specified in the Departure Point field, this function modifies the Location Code of the purchase order to match the Receipt Location of the relevant Un/LoCode. When the Receipt Location is blank on the relevant Un/LoCode, the system considers the Receipt Location on the Global Trade Setup page and verifies if it matches the Destination Location Code. If it doesn’t match, this function modifies the Location Code of the purchase order to match the Receipt Location on the Global Trade Setup page. When modifying the location, a new purchase order line is created for the packaged item if the Aptean Packaging extension is installed.

Subsequently, it creates and posts warehouse receipts for warehouse locations, and purchase receipts for simple locations, while also assigning lot numbers, lot attributes, and license plates to it. During the creation of purchase receipts, the system automatically generates a Lot No. Information Card and updates it with the associated container number, container load number, and the current status of the journey. For more information, see Lot No. Information.

Furthermore, it creates a transfer order. This transfer order is established from the Receipt Location of the relevant Un/LoCode to the Destination Location Code, with the exact lot number, lot attributes, and license plate assigned to the warehouse or purchase receipts.

If both the Receipt Location of the relevant Un/LoCode and Global Trade Setup page are left blank or if the relevant Receipt Location matches the Destination Location Code, the system will not modify the Location Code of the purchase order, and it will not generate any transfer orders.

Finally, this process concludes with the creation of warehouse shipments for warehouse locations associated with the transfer order.

For more information about assigning lot numbers and license plates, see Aptean Lot Management and Aptean License Plating.

Sales Orders (With special orders)

For sales orders with special purchase orders, it creates and posts warehouse receipts for warehouse locations, and purchase receipts for simple locations for the special purchase orders that are specifically created for the sales order. Furthermore, it assigns lot numbers and license plates to these receipts. Finally, this process concludes with the creation of the warehouse shipments for warehouse locations associated with the sales order.
For more information about assigning lot numbers and license plates, see Aptean Lot Management and Aptean License Plating..

Transfer Orders

For transfer orders, it creates warehouse shipments for warehouse locations.

Depart

The Depart action facilitates the posting shipments of relevant source documents. The outcome of this function depends on the Source Type and is based on the following scenarios:

Sales Orders (With no special orders)

For sales orders with no special orders, it posts warehouse shipments for warehouse locations and sales shipments for simple locations.

Purchase Orders

For purchase orders, it posts warehouse shipments for warehouse locations, and transfer shipments for simple locations associated with the transfer order that is created from the purchase order.

Sales Orders (With special orders)

For sales orders with special purchase orders, it posts warehouse shipments for warehouse locations and sales shipments for simple locations associated with the sales order.

Transfer Orders

For transfer orders, it posts warehouse shipments for warehouse locations and transfer shipments for simple locations.

Journey Details FactBox

You can view the Journey Details FactBox which provides insights into key aspects of the journey and associated container loads.

The Journey Details FactBox displays the following details:

You can view the Journey Details FactBox on the following pages:

• Journeys list
• Journey card
• Container Loads list
• Container Load card