Transport setup

It is necessary to configure several settings before the creation of Transport Order.

Require Inbound/Outbound transport

Only when using a Shipment Method, for which the Require Inbound/Outbound Transport Order checkboxes are selected, a Transport Request will be created after releasing the inbound or outbound order.

1. Select the Search icon , enter Shipment Methods, and then choose the related link.
2. Select the Require Inbound Transport Order checkbox for the required code. An Inbound Transport Request will now be automatically created after releasing a Sales Return Order or Transfer Order.
3. Select the Require Outbound Transport Order checkbox for the required code. An Outbound Transport Request will now be automatically created after releasing a Sales Order, Purchase Return Order or Transfer Order.

General setup

On the Transport Setup page, you can set several Floor Space Types, but only five Floor Space Type fields are displayed on the Transport Planning, Split Transport Request and the Transport Order pages, displaying the number of floor spaces needed per transport request. They help the user make informed decisions when planning transport orders.

1. Select the Search icon , enter Transport Setup, and then choose the related link.
   The Transport Order Nos. specifies the code for the number series that will be used to assign numbers to new transport orders, based on the setup on the Number Series Line.
2. In the Transport Order Nos. field, select an option from the dropdown.
3. In the Driver Nos. field, select the number series code for drivers. This sequence is used to assign numbers when new driver records are created.
4. Turn on the Auto Update Shipment Date toggle to update the shipment day automatically to the next available shipment day, based on the transport route assignments, in case no transport route is running on the day of the currently assigned shipment date. If this is turned off, the user needs to manually select another shipment day.
   The Floor Space Type fields define which Floor Space Type codes should be displayed as fields on the Transport Planning and Transport Orders page.
5. In the Floor Space Type fields, select an option from the dropdown.
   You can set several Floor Space Types, but only five Floor Space Type fields are displayed.
6. Turn on the Enable Trip No. Feature toggle as required.
7. Turn on the Combine Whse. Documents toggle to generate a consolidated warehouse document for all inbound and outbound documents. This function consolidates all outbound requests into a single warehouse shipment and all inbound requests into a single warehouse receipt for the transport order. Turning this toggle off results in the creation of a warehouse document for each inbound and outbound request.

Trip no. setup

Enable Trip No. Feature toggle on the Transport Setup page enables you to utilize the Trip No. feature. When you turn on this toggle, the Trip No. feature will be enabled, and the Trip No. fields are made available in the documents related to the Transport Request. This will include Trip No. as an additional key along with other primary keys during the creation of Transport Request.

1. On the General FastTab, turn on the Enable Trip No. Feature toggle.
   The Enable Feature “Trip No.” Setup wizard opens.
2. Turn on the Enable Feature toggle.
3. Click Next.
4. Turn on the I accept the data update and I understand toggles.
5. Click Finish.

The Enable Trip No. Feature setup is complete.

By default, this toggle is turned off. Once this feature is enabled, you cannot turn off the toggle.

Posting setup

The Posted Transport Order Nos. specifies the code for the number series that will be used to assign numbers to posted transport orders, based on the setup on the Number Series Line.

1. On the Posting FastTab, in the Posted Transport Order Nos. field, select a desired value.
2. Turn on the Create and Post Purchase Order toggle.
   If this toggle is turned on and a Transport Order is posted, the system automatically creates a Purchase Order containing the transport costs.
   If the Create and Post Purchase Order toggle is turned on, an Item No. is needed for the transport costs. You can create a new item specifically for transport costs. This item can be a service-item. For more information on the costing methods, see here.
3. In the Item No. Transport Cost Posting field, select the required No. from the dropdown.

Transport Payment setup

You can configure templates for creating cash, cards, and other forms of payment related to sales and sales return orders that are associated with the transport order.

1. On the Transport Payment FastTab, in the Cash Receipt Jnl. Template, select the template that should be used to create cash receipt payments.
2. In the Card Receipt Jnl. Template, select the template that should be used to create card payments.
3. In the Other Receipt Jnl. Template, select the template that should be used to create other forms of payments.

For more information about creating cash, cards, and other forms of payments, see Transport Management.

Icons setup

When using transport planning, it is necessary to set up the icons that are shown on the transport planning lines. When installing the extension, the icon setup is automatically filled with the default icons. Afterward, the setup can be changed as described below.

1. Select New.
   The Select Picture window opens.
2. Select the file and click Open.
3. Select an image that should be shown for the Transport Request with status the New.
4. Repeat the steps for the remaining icons.

The icon setup is now completed.

Report setup

It is possible to print or email transport orders. It is necessary to set up a report for the transport order before the printing or sending the email.

In the Report ID field, select the required code.

A report is now set up.
The Transport Setup is now complete.

To generate the Transport Order Report, the Aptean Reporting extension must be installed. To learn more, see Transport Order Report.

Link vendor to a shipping agent

If the Create and Post Purchase Order toggle on the Transport Setup page is turned on, the system will automatically generate a Purchase Order upon posting the Transport Order. The vendor linked to the Shipping Agent in the transport order will be used as the vendor for creating the Purchase Order.

For more information, see Posted Transport Order.

To link a vendor to the Shipping Agent:

1. Select the Search icon , enter Shipping Agents, and then choose the related link.
   The Shipping Agents page opens.
2. In the Vendor No. field, select the required vendor that you intend to link to the selected Shipping Agent.

A Vendor is now linked to a Shipping Agent. While posting a Transport Order, the vendor that is linked to the relevant Shipping Agent is used for creating the Purchase Order.