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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.

    

   Info
   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.
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   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

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   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

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    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

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   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)Open New Transport Load screen and click Add Loads button. Select that inbound load from Add Load/Shipment Schedule screen and click Open button.
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   Enter other mandatory fields and save the transaction
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   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)Open New Transport Load screen and click Add Loads button. Select that outbound load from Add Load/Shipment Schedule screen and click Open button.                              Image Added

   Enter other mandatory fields and save the transaction

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   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)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.
   Image Added                                                         Enter other mandatory fields and save the transaction

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     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:                                                                                                                                                                                         Image AddedI                                                       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                                                                                                                    Image Added                    

    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 

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   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

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   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 Image Added 

   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
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   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
   Image AddedCreate 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 rangeImage Added

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

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   title 16.4
   The following are the steps in creating a transport load. Open the Transports | Transports Load. If there is no existing record yet, this will open a new Transport Load screen. 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. Enter the header details. Refer to Transport Load | Field Description | Header Details to help you in filling out the fields. Image Added 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. Image Added 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. Image Added 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. Image Added Click Save button. Notice that the

   Transaction

   Transaction field will be filled in with a unique and a system generated number.

   The

   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.   Info 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. Image Modified 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 Image Modified 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 Image Modified  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 Image Modified 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 Image Modified Enter other mandatory fields and save the transaction Image Modified 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 LoadsImage Modified Enter other mandatory fields and save the transaction Image Modified 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 Image Modified                        Enter other mandatory fields and save the transaction Image Modified                  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:                                                                                                                                                                        Image ModifiedI                                                    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                                                                                                                    Image Modified                      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  Image Modified   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 Image Modified 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 Image Modified  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 Image Modified 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 Image ModifiedCreate 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 rangeImage Modified Distribution price is showing as rack price + deviation amount (10 + 5)