How to create Transport Loads

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. 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.
   

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 .
   5.Creating Transport load using inbound load
   select an inbound load from load schedule drop down
   

   Enter other mandatory fields and save the transaction
   

   6.Creating Transport load using outbound load
   select an outbound load from load schedule drop down

   Enter other mandatory fields and save the transaction

   

   8.Creating Transport load using Direct Shipment load
   select a direct shipment load from load schedule drop down
   Enter other mandatory fields and save the transaction

   
   
   

   Transport Load Freight

   1.How to use freight rate set up in customer entity 

   a.)Open Customer > Customer tab > Transports tab > Freight

   Create freight rate record by entering Customer Location, Supplier Zip Code, Category, Freight type as Rate, Freight rate and Minimum units.

   

   
   

   b.)Fuel Suppliers and supply points Zip code should match with Supplier Zip code set up for freight

   

   

   c.) Create Transport Load for Terminal to Customer

   when doing tab from Distribution Detail Units field it will pull freight rate for receipt and distribution

   

   2.How to use freight miles set up in customer entity 

   a.)Open Customer > Customer tab > Transports tab > Freight

   Create freight miles record by entering a  tariff type,Customer Location, Supplier Zip Code, Category, Freight type as Miles, Fixed Ship via is  optional(if not entered can use any ship via having proper setup while creating load) and Freight Miles

   

   b.)Fuel Suppliers and supply points Zip code should match with Supplier Zip code set up for freight

   c.)Open common Information > Ship via > Ship via tab > Tariff Tab

   set up tariff details and create Mileage entry

   

   

   d.) Create Transport Load for Terminal to Customer by using the ship via having the proper setup

   when doing tab from Distribution Detail Units field it will pull freight rate and surcharge for receipt and distribution