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- 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.
Info You can skip saving the record if the transaction is to be posted right away since it will be saved automatically
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 LoadsEnter 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 downdown in Transport LoadsEnter 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 downdown in Transport Loads
Enter other mandatory fields and save the transactionTransport Load with Freight - Terminal to Customer
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
Transport Load with Freight - Terminal to Bulk Plant
1.How to use freight rate set up in Bulk Plant Freight
a.)Create freight rate record in Bulk Plant Freight by entering company location, supplier Zip code, freight type as Rate, freight rate and minimum unit
b.)Fuel Suppliers and supply points Zip code should match with Supplier Zip code set up for freightc.)Create Transport Load for Terminal to Bulk Location
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 Bulk Plant Freight
a.)Create freight miles record in Bulk Plant Freight by entering Tariff,company location, supplier Zip code, 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.) create ship via entry as mentioned above in (2.How to use freight miles set up in customer entity )
d.) Create Transport Load for Terminal to Bulk Locationwhen doing tab from Distribution Detail Units field it will pull freight rate and surcharge for receipt and distribution
Transport Load Using Special Price
Open Customer > Customer tab > Pricing tab
Special price for price basis = Origin rack + amtSelect 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 (1.333 + 0.26 )