The following are the steps in creating and posting 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.
- 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.
- 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.
- Enter Distribution detail part. Complete filling in the item, Units, price and 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.
- 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
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