Managing the bulk delivery or pickup process

After orders are created for bulk delivery or pickup items in BD Demand Center Entry or Sales Order Entry, use BD Load Center Entry to assign bulk delivery or pickup orders to your trucks and compartments and update delivery or pickup routes. You can also print the documents used by your delivery or pickup drivers. Depending upon your delivery or pickup schedules, you may access BD Load Center Entry daily or weekly.

BD Load Center Entry displays bulk delivery or pickup orders that meet these criteria:

Are identified as Bulk Delivery orders
Are not in use (locked by another operator)
Are not on hold
Are not suspended
Include line items with a Quantity Shipped > 0

Delivery or pickup documents cannot be printed for orders that do not meet these criteria.

Note: Orders flagged as bulk delivery orders are not included when you process sales orders for picking in Sales Entry Pick Ticket Report. If you are running Total Warehouse Logistics (TWL), the TWL pick, pack, and ship process is also bypassed. BD Load Center Entry is used in place of pick ticket printing for bulk delivery orders.

Select Bulk Delivery > Entry > Load Center.
Specify these values in the Search panel:
Warehouse

Specify the warehouse for which you are scheduling deliveries or pickups.

Starting Delivery Date

Specify the starting delivery date.

Note: This field is displayed only if the Type of Service field value is set to Fill in the Search panel.

Starting Pickup Date

Specify the starting pickup date.

Note: This field is displayed only if the Type of Service field value is set to Empty in the Search panel.

Truck ID

Optionally, specify a truck ID. If you leave this field blank, records with no Truck ID assigned are included in the search results.

Note: A truck can be assigned to deliver or pickup product from a warehouse that is different from its assigned warehouse. Warehouses are assigned to a truck in BD Truck Master Setup.

Route

Specify the route for which you are scheduling deliveries or pickups. Use this setting to view and schedule the deliveries or pickups based on the specified route.

Include Unallocated

Select this option to search for order lines where the Qty to Deliver or Qty to Pickup is not allocated. This setting displays the order lines where the quantity to be shipped or picked is equal to zero.

Detail Mode

Select this option to display the order line results in detail. To view the summary results, clear this setting and search again.

Type of Service
Select the type of services for which the orders are to be displayed. Possible values:
- Fill: Displays delivery orders.
- Empty: Displays pickup orders.
Each row in the grid is a summary (roll-up) of delivery or pickup transactions with the same truck, compartment and delivery date or pickup date. Truck delivery or pickup summaries are displayed in the grid for delivery or pickup transactions in Ordered (Stage 1) or Picked (Stage 2) stages. Select a truck delivery or pickup summary to maintain it.
Truck delivery or pickup summaries contain one or more delivery or pickup transactions for the same Truck ID, Compartment, and Delivery Date or Pickup Date. Click the plus sign to review each order for a truck delivery or pickup summary.
Assign the Truck ID, and Compartment ID if applicable.

Note: You can select a truck that is stationed at a different warehouse.
Confirm the Delivery Date or Pickup Date, and specify a Route, if used.

Note: If you change the Delivery Date or Pickup Date, the Promised Date on the order is not changed. The Delivery Date or Pickup Date must be the same or later than the current date.
Click OK.
As truck delivery or pickup summaries are reviewed and orders are added to trucks, the grid is repopulated with the updated transactions, and orders are combined into a single summary transaction for orders with the same truck and delivery or pickup date. Complete your review of all delivery or pickup transactions to assign them to trucks, compartments, and delivery dates or pickup dates.

Note: Take care to load each truck and compartment in the most efficient manner possible, do not mix oil grades in a single tank or compartment, and do not exceed the capacity of each truck.
When you are finished, click Print Delivery/Load Documents to print the load documents for each truck.
Specify the Truck ID and Delivery Date or Pickup Date.
Select the documents to print. Your options are:
- Driver Card
- Load Sheet
- Meter Ticket
Specify the printing information for each selected document.

Note: The Meter Ticket is printed to a Format 4 form only, for printing using Infor Document Management (IDM) or a 3rd-party printing application. If you’re using pre-printed forms, specify the printer at which those forms are loaded.
Click Run.

If any documents must be reprinted, access the appropriate report directly from the Bulk Delivery > Entry > BDE Reports menu and specify the order numbers to reprint.