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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.
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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.
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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.
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6. First check the box on the distribution header then on the Distribution detail, Click the Receipts Link and it will auto populate some fieldsEnter 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.
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   .Image Added7. 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.

    

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   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. Image Added                                                                                                                             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     and set Trans Used by field as Transport Load.                                                                                           (2)Dispatch the load                                                                                                  (2)Dispatch the load                                                       (3)Select that inbound load from load schedule drop down in Transport Loads
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   Enter other mandatory fields and save the transaction
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   2.Creating Transport load using outbound load :-                                Image Added                                                                                  (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 RemovedOpen 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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   32.Creating Transport load using Direct Shipment outbound load :-                                                                                                                                 (1)Create a direct shipment an outbound load with or without using a sales contract in Load Schedule screen           and set Trans Used by field as Transport Load.                                                         (2)Dispatch the load
   (3)Select a direct shipment load from load schedule drop down in Transport Loads
   Image RemovedEnter other mandatory fields and save the transactionImage Removed                                                     Transport Load using Rack Price                                                                                (2)Dispatch the load                                                                        1. To make rack price entry refer how to create rack Price               Image Added
    (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                                                Image Added

   3.Creating Transport load using Direct Shipment load :-                                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                             (1)Create a direct shipment load with or without using a contract in Load Schedule screen and set Trans Used by field as Transport Load.                                              Rack Price setup:                                                                                                                                               (2)Dispatch the load                           Image Removed                         Image Added
    (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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   1.If contract is used Rack price will get override by contract price

     Transport Load using Rack Price                                                                                                                         Transport Load :                                       1. To make rack price entry refer how to create rack Price                                                                                                                                      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   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                                                            Image Removed                          Rack Price setup:    

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                                                                                                                                                                                       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

   1.Create freight item in Inventory > Items  with Item type = other charge and Cost type = freight

   2.Create surcharge item in Inventory > Items  with Item type = other charge ,Cost type = Other Charges and On Cost should set to any freight item

   3.System Manager > Company Configuration > Transports > select an item for freight

                                 Transport Load with Freight - Terminal to Customer     

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                                                                                                                                                                                                                                                                                                                                                                                                    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.

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

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   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

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   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

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   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

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   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

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   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 .Refer how to create bulk plant freight

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

   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 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. Image Added 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 Added 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 Added  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 Added If receipt and distribution bulk location are different this transaction will create inventory transfer . Creating Transport Load using Load Schedule

   c.)Create Transport Load for Terminal to Bulk Location

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   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

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   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 Location

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   when 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
   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 (1.333 + 0.26 )                                                                                          
   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 

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   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 (2 + 0.876)
   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 RemovedCreate 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 Removed

   Distribution price is showing as rack price + deviation amount (3 + 0.44)

   1.Creating Transport load using inbound load :-

   
   Transport Loads using Quote Price

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   Quote Status should be 'Sent'

   Open Customer > Customer tab > Pricing tab
   Create special price entry with price basis as 'Fixed Rack + Amt'

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

   Customer > Customer tab > Transports tab > Quotes

   Make Quote setup for customer location supply point and item

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   Customer contact setup - Email distribution set for 'Quotes'

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   Customer should belong to Customer Group with Quote checked

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