Difference between revisions of "How do I create a logistics load?"
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== Summary == | == Summary == | ||
| − | You may create and assign loads to jobs. | + | You may create and assign loads to jobs. |
== More Information == | == More Information == | ||
| Line 12: | Line 12: | ||
* Record any relevant {{DataPrompt|Notes}}, e.g. {{DataValue|Long Haul}}. | * Record any relevant {{DataPrompt|Notes}}, e.g. {{DataValue|Long Haul}}. | ||
* Enter the load date if applicable. You may leave this field blank by using your arrow key to move over the field. | * Enter the load date if applicable. You may leave this field blank by using your arrow key to move over the field. | ||
| − | * You may allocate an {{DataPrompt|Area}} code or leave this field blank. | + | * You may allocate an {{DataPrompt|Area}} code or leave this field blank. |
** Press {{KeyPress|C-F1}} and click {{Button|List}} to select from existing areas or click {{Button|Add}} to add a new area code. | ** Press {{KeyPress|C-F1}} and click {{Button|List}} to select from existing areas or click {{Button|Add}} to add a new area code. | ||
** Enter a {{DataPrompt|Job Area}} (max 3 characters), e.g. {{DataValue|NW}}. | ** Enter a {{DataPrompt|Job Area}} (max 3 characters), e.g. {{DataValue|NW}}. | ||
** Enter a {{DataPrompt|Description}}, e.g. {{DataValue|North West}}. | ** Enter a {{DataPrompt|Description}}, e.g. {{DataValue|North West}}. | ||
** Click {{Button|Done}} and {{Button|Accept}}. | ** Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | * Enter a {{DataPrompt|Driver}}, {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} to assign to the load. You may leave these details blank if you do not have all the information to hand. | + | * Enter a {{DataPrompt|Driver}}, {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} to assign to the load. You may leave these details blank if you do not have all the information to hand. |
| − | ** Press {{KeyPress|F1 | + | ** Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through existing drivers, vehicles or trailers or {{KeyPress|C-F1}} to search for a record. |
* You may assign a {{DataPrompt|Sub Contractor}} to the load. Leave the field blank if no sub contractor is required. | * You may assign a {{DataPrompt|Sub Contractor}} to the load. Leave the field blank if no sub contractor is required. | ||
** Enter the account code for the sub contractor or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for a supplier code. | ** Enter the account code for the sub contractor or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for a supplier code. | ||
* You may specify the load details using the fields at the bottom of the screen, e.g. {{DataPrompt|Max. Pallets}}. | * You may specify the load details using the fields at the bottom of the screen, e.g. {{DataPrompt|Max. Pallets}}. | ||
| − | When all relevant details have been completed, press {{KeyPress| | + | When all relevant details have been completed, press {{KeyPress|ESC}} and {{Button|Accept}} to save the load. |
* Press {{Button|Esc}} to return to the Planning screen. | * Press {{Button|Esc}} to return to the Planning screen. | ||
=== Assigning a Load to a Job === | === Assigning a Load to a Job === | ||
| − | Create or edit a job following [[ | + | Create or edit a job following [[How do I create a logistics job?|this]] article. |
* Click on the {{Tab|Load}} tab. | * Click on the {{Tab|Load}} tab. | ||
* On the {{DataPrompt|Load Sequence}} field you may: | * On the {{DataPrompt|Load Sequence}} field you may: | ||
| Line 33: | Line 33: | ||
** Press {{KeyPress|C-F1}} to select from existing loads. | ** Press {{KeyPress|C-F1}} to select from existing loads. | ||
* Select an {{DataPrompt|Area}} from the drop down list, else leave this field blank. | * Select an {{DataPrompt|Area}} from the drop down list, else leave this field blank. | ||
| − | * Specify a date range to select from loads scheduled between specific dates. If you wish to leave the date range blank, press {{KeyPress|C-F2}} on each date. | + | * Specify a date range to select from loads scheduled between specific dates. If you wish to leave the date range blank, press {{KeyPress|C-F2}} on each date. |
| − | * Click {{Button|Search}}. | + | * Click {{Button|Search}}. |
* Select the load to allocate to the job and click {{Button|Choose}}. | * Select the load to allocate to the job and click {{Button|Choose}}. | ||
* Enter the {{DataPrompt|Drop sequence}} for this job. This can be displayed on the Planning screen to assist with planning when goods will be dropped off and therefore how they are to be loaded onto the vehicle. You may leave this set to zero. | * Enter the {{DataPrompt|Drop sequence}} for this job. This can be displayed on the Planning screen to assist with planning when goods will be dropped off and therefore how they are to be loaded onto the vehicle. You may leave this set to zero. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}} to save the job. |
== See also == | == See also == | ||
| − | * [[ | + | * [[How do I create a logistics job?]] |
| − | {{KB_Tags| | + | {{KB_Tags|ticket, tickets, job, jobs, load, delivery, area, drop}} |
| − | {{Guide}} {{KB_TI}} | + | {{How}}{{Guide}}{{KB_TI}} |
Latest revision as of 05:33, 19 June 2019
Summary
You may create and assign loads to jobs.
More Information
You can assign the same load to more than one job. Within the job you may also wish to assign a drop sequence to help plan the load.
Go to " Logistics Management Job Planning".
Creating a Load
Press <Shift+F7> from the Job Planning screen.
- Press <F2> to assign the next unused load number.
- Record any relevant "Notes", e.g. 'Long Haul'.
- Enter the load date if applicable. You may leave this field blank by using your arrow key to move over the field.
- You may allocate an "Area" code or leave this field blank.
- Press <Ctrl+F1> and click [List] to select from existing areas or click [Add] to add a new area code.
- Enter a "Job Area" (max 3 characters), e.g. 'NW'.
- Enter a "Description", e.g. 'North West'.
- Click [Done] and [Accept].
- Enter a "Driver", "Vehicle" and "Trailer" to assign to the load. You may leave these details blank if you do not have all the information to hand.
- Press <F1> or <Shift+F1> to scroll through existing drivers, vehicles or trailers or <Ctrl+F1> to search for a record.
- You may assign a "Sub Contractor" to the load. Leave the field blank if no sub contractor is required.
- Enter the account code for the sub contractor or press <Ctrl+F1> to search for a supplier code.
- You may specify the load details using the fields at the bottom of the screen, e.g. "Max. Pallets".
When all relevant details have been completed, press <Esc> and [Accept] to save the load.
- Press [Esc] to return to the Planning screen.
Assigning a Load to a Job
Create or edit a job following this article.
- Click on the [Load] tab.
- On the "Load Sequence" field you may:
- Press <Shift+F10> to add a new load following the instructions in the above section.
- Press <Ctrl+F1> to select from existing loads.
- Select an "Area" from the drop down list, else leave this field blank.
- Specify a date range to select from loads scheduled between specific dates. If you wish to leave the date range blank, press <Ctrl+F2> on each date.
- Click [Search].
- Select the load to allocate to the job and click [Choose].
- Enter the "Drop sequence" for this job. This can be displayed on the Planning screen to assist with planning when goods will be dropped off and therefore how they are to be loaded onto the vehicle. You may leave this set to zero.
- Press <Esc> and [Accept] to save the job.
See also
