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The following are the steps in creating a transport load.

  1. Open the Transports | Transports Load. If there is no existing record yet, this will open a new Transport Load screen.
  2. If there are existing records, click the New toolbar button on the search grid to open a new screen. You will notice that some of the fields, like the ShipVia, and Seller, are already populated by default.
  3. Enter the header details. Refer to Transport Load | Field Description | Header Details to help you in filling out the fields.
  4. Enter the grid details. Complete filling in the Origin,Fuel supplier,Supply Point, Bulk Location, Purchase Item, Gross or Net units, Units cost  and other fields necessary to ensure they are appropriate for the Transport Loads. Refer to Transport Load | Field Description | Receipts Grid to help you in filling out the fields.
  5. Enter Distribution header part. Complete filling in the Destination, Customer, Ship to, Bulk Location, Sales Person , Invoice Date and other fields necessary to ensure they are appropriate for the Transport Loads.Refer to Transport Load | Field Description | Distribution Header to help you in filling out the fields.
  6. First check the box on the distribution header then on the Distribution detail, Click the Receipts Link and it will auto populate some fields. Complete filling in the other fields necessary to ensure they are appropriate for the Transport Loads.Refer to Transport Load | Field Description | Distribution Detail to help you in filling out the fields.7. Click Save button. Notice that the Transaction field will be filled in with a unique and a system generated number. The Load date/time,Ship- Via, Seller, Driver,Origin, Fuel Supplier, Supply Point, Bulk Location , Purchase item, Gross or Net units, Unit Cost, Destination, Customer,Ship To, Sales Person,Invoice Date, item, units and Price are the required details in saving a Transport Loads.

     

    You can skip saving the record if the transaction is to be posted right away since it will be saved automatically

     

    1.Here is a sample Transport Load with Terminal to Customer transaction.Select Origin = Terminal in Receipts grid and Destination = Customer in Distribution header.

    This transaction will create inventory receipt and sales invoice. If receipt and distribution bulk locations are different it will create inventory transfer also.

    2.Transport Load with Terminal to Bulk Plant transaction

    Select Origin = Terminal in Receipts grid and Destination = Location in Distribution header

    This transaction will create inventory receipt. If receipt and distribution bulk location are different it will create inventory transfer also.

    3.Transport Load with Bulk Plant to Customer transaction

    Select Origin = Location in Receipts grid and Destination = Customer in Distribution header

                                                                                                                                 This transaction will create sales invoice. If receipt and distribution bulk location are different it will create inventory transfer also.

    4.Transport Load with Bulk Plant to Bulk Plant transaction

    Select Origin = Location in Receipts grid and Destination = Location in Distribution header

    If receipt and distribution bulk location are different this transaction will create inventory transfer .
    Creating Transport Load using Load Schedule                                                                                                                              1.Creating Transport load using inbound load :-                                                                                                                            (1)Create an inbound load with or without using a purchase contract in Load Schedule screen and set Trans Used by field as Transport Load.                                                                                                                                                                                            (2)Dispatch the load                                                                                                                                                                                                             (3)Open New Transport Load screen and click Add Loads button. Select that inbound load from Add Load/Shipment Schedule screen and click Open button.

    Enter other mandatory fields and save the transaction

    2.Creating Transport load using outbound load :-                                                                                                                                 (1)Create an outbound load with or without using a sales contract in Load Schedule screen and set Trans Used by field as Transport Load.                                                                                                                                                                                            (2)Dispatch the load                                                                                     
     (3)Open New Transport Load screen and click Add Loads button. Select that outbound load from Add Load/Shipment Schedule screen and click Open button.                              

    Enter other mandatory fields and save the transaction                                                

    3.Creating Transport load using Direct Shipment load :-                                                                                                              (1)Create a direct shipment load with or without using a contract in Load Schedule screen and set Trans Used by field as Transport Load.                                                                                                                                                                                            (2)Dispatch the load                                                   
     (3)Open New Transport Load screen and click Add Loads button. Select that drop ship load from Add Load/Shipment Schedule screen and click Open button.
                                                             Enter other mandatory fields and save the transaction

                 

     

      Transport Load using Rack Price                                                                                                                                                          1. To make rack price entry refer how to create rack Price                                                                                                                        2. Create Transport loads with supply point and item having rack price entries in Rack Price screen                                                        3.  Based on effective date and time from rack price screen it will pull the rack price                                                                                     Rack Price setup:                                                                                                                                                                                         I                                                       Transport Load : Up on entering the item , it pulled rack price. Jobber rack or vendor rack to use is depending on Company configuration > Transports - Rack Price to use on Receipts                                                                                                                                        

     If contract is used Rack price will get override by contract price

                                                                                                                                                                                                                     Transport Load with Freight 

    To create a Transport Load with Freight, Refer to Freight Rate Scenarios.

     

    Transport Load Using Special Price

    Open Customer > Customer tab > Pricing tab
    1.Special price for price basis = Origin rack + amt 

    Select customer location,prices basis as 'Origin rack + amt', cost to use, origin vendor, origin vendor location,item, deviation amount, beginning and ending date 

     

    Create transport load with receipt for origin vendor, origin vendor location and item. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range


    Distribution price is showing as rack price + deviation amount (4 + 12 )   Enter other mandatory fields and save the transaction

    2.Special price for price basis = Origin rack + amt without entering origin vendor and origin vendor location

       Select customer location,prices basis as 'Origin rack + amt', cost to use,item, deviation amount, beginning and ending date  

    Create transport load with receipt for any vendor having rack price setup. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range

    Distribution price is showing as rack price + deviation amount (10 + 5)                                                                                                        
    3.Special price for price basis = Fixed Rack + Amt

    Select customer location,prices basis as 'Fixed rack + amt', cost to use,item, deviation amount, beginning and ending date ,Fixed rack vendor, Fixed rack No and fixed rack vendor location
    Create transport load with receipt for fixed vendor, fixed vendor location and item. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range

    Distribution price is showing as rack price + deviation amount (10 + 5)                                                                                                              

     16.4

    The following are the steps in creating a transport load.

    1. Open the Transports | Transports Load. If there is no existing record yet, this will open a new Transport Load screen.
    2. If there are existing records, click the New toolbar button on the search grid to open a new screen. You will notice that some of the fields, like the ShipVia, and Seller, are already populated by default.
    3. Enter the header details. Refer to Transport Load | Field Description | Header Details to help you in filling out the fields.
    4. Enter the grid details. Complete filling in the Origin,Fuel supplier,Supply Point, Bulk Location, Purchase Item, Gross or Net units, Units cost  and other fields necessary to ensure they are appropriate for the Transport Loads. Refer to Transport Load | Field Description | Receipts Grid to help you in filling out the fields.
    5. Enter Distribution header part. Complete filling in the Destination, Customer, Ship to, Bulk Location, Sales Person , Invoice Date and other fields necessary to ensure they are appropriate for the Transport Loads.Refer to Transport Load | Field Description | Distribution Header to help you in filling out the fields.
    6. First check the box on the distribution header then on the Distribution detail, Click the Receipts Link and it will auto populate some fields. Complete filling in the other fields necessary to ensure they are appropriate for the Transport Loads.Refer to Transport Load | Field Description | Distribution Detail to help you in filling out the fields.



    7. Click Save button. Notice that the Transaction field will be filled in with a unique and a system generated number. The Load date/time,Ship- Via, Seller, Driver,Origin, Fuel Supplier, Supply Point, Bulk Location , Purchase item, Gross or Net units, Unit Cost, Destination, Customer,Ship To, Sales Person,Invoice Date, item, units and Price are the required details in saving a Transport Loads.

       

      You can skip saving the record if the transaction is to be posted right away since it will be saved automatically

       

      1.Here is a sample Transport Load with Terminal to Customer transaction.Select Origin = Terminal in Receipts grid and Destination = Customer in Distribution header.

      This transaction will create inventory receipt and sales invoice. If receipt and distribution bulk locations are different it will create inventory transfer also.

      2.Transport Load with Terminal to Bulk Plant transaction

      Select Origin = Terminal in Receipts grid and Destination = Location in Distribution header

      This transaction will create inventory receipt. If receipt and distribution bulk location are different it will create inventory transfer also.

      3.Transport Load with Bulk Plant to Customer transaction

      Select Origin = Location in Receipts grid and Destination = Customer in Distribution header

       This transaction will create sales invoice. If receipt and distribution bulk location are different it will create inventory transfer also.

      4.Transport Load with Bulk Plant to Bulk Plant transaction

      Select Origin = Location in Receipts grid and Destination = Location in Distribution header

      If receipt and distribution bulk location are different this transaction will create inventory transfer .
      Creating Transport Load using Load Schedule                                                                                                                        1.Creating Transport load using inbound load :-                                                                                                                        (1)Create an inbound load with or without using a purchase contract in Load Schedule screen                                                                  (2)Dispatch the load                                                                                                                                                                          (3)Select that inbound load from load schedule drop down in Transport Loads

      Enter other mandatory fields and save the transaction

      2.Creating Transport load using outbound load :-                                                                                                                    (1)Create an outbound load with or without using a sales contract in Load Schedule screen                                                                  (2)Dispatch the load
       (3)Select that outbound load from load schedule drop down in Transport Loads

      Enter other mandatory fields and save the transaction

      3.Creating Transport load using Direct Shipment load :-                                                                                                           (1)Create a direct shipment load with or without using a contract in Load Schedule screen                                                                   (2)Dispatch the load
      (3)Select a direct shipment load from load schedule drop down in Transport Loads
                              Enter other mandatory fields and save the transaction

                   

       

        Transport Load using Rack Price                                                                                                                                                              1. To make rack price entry refer how to create rack Price                                                                                                                           2. Create Transport loads with supply point and item having rack price entries in Rack Price screen                                                          3.  Based on effective date and time from rack price screen it will pull the rack price                                                                           Rack Price setup:                                                                                                                                                                        I                                                    Transport Load : Up on entering the item , it pulled rack price. Jobber rack or vendor rack to use is depending on Company configuration > Transports - Rack Price to use on Receipts                                                                                                                                        

       If contract is used Rack price will get override by contract price

                                                                                                                                                                                                                              Transport Load with Freight 

      To create a Transport Load with Freight, Refer to Freight Rate Scenarios.

       

      Transport Load Using Special Price

      Open Customer > Customer tab > Pricing tab
      1.Special price for price basis = Origin rack + amt 

      Select customer location,prices basis as 'Origin rack + amt', cost to use, origin vendor, origin vendor location,item, deviation amount, beginning and ending date 

       

      Create transport load with receipt for origin vendor, origin vendor location and item. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range


      Distribution price is showing as rack price + deviation amount (4 + 12 )   Enter other mandatory fields and save the transaction

      2.Special price for price basis = Origin rack + amt without entering origin vendor and origin vendor location

         Select customer location,prices basis as 'Origin rack + amt', cost to use,item, deviation amount, beginning and ending date  

      Create transport load with receipt for any vendor having rack price setup. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range

      Distribution price is showing as rack price + deviation amount (10 + 5)                                                                                                        
      3.Special price for price basis = Fixed Rack + Amt

      Select customer location,prices basis as 'Fixed rack + amt', cost to use,item, deviation amount, beginning and ending date ,Fixed rack vendor, Fixed rack No and fixed rack vendor location
      Create transport load with receipt for fixed vendor, fixed vendor location and item. Distribution for the customer with Ship To location as customer location having special price setup.And Transport load date should fall in between special price date range

      Distribution price is showing as rack price + deviation amount (10 + 5)                                                                                                         

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