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. 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