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. Select a transport order from the transport management line.
5. On the action bar, choose the required action from the following list:

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. Select a transport order line.
8. On the action bar, select Line and choose the required action from the following list:

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

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.

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.

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.

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.

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.