Working with Transportation Management

This document explains how you work with transportation management.

Outcome

A shipment is created, allocated, picked, packed, reported, and shipped.

  • Shipments are stored in the DCONSI table.
  • Routes are stored in the DROUTE table.
  • Route dispatches are stored in the DROUDI table.
  • Connections between shipment/deliveries and documents are stored in the DDOCUX table.

Working with transportation management allows you to control a physical shipment throughout the dispatch flow. It can also be used for customer orders, requisition orders, distribution orders, and manufacturing orders - only material issues.

A shipment can also be used for managing pick-up deliveries created from a customer return or a transportation order. Since these outbound deliveries are created with the purpose of planning the transport of a vehicle to a pick-up address, these deliveries do not affect transport capacities on the shipment.

Before you start

The basic parameters for orders and order types are set.

Follow these steps

These steps describe different methods when creating a shipment for picking. In the first method, you create a shipment before the release. In the second method, you create a shipment after the release.

Create a shipment before picking lists are created

  1. Create a customer order. A suitable route will be automatically connected when an order line is specified. The selected route is, among other things, dependent on the requested delivery date/time.
    Note:  The Route field on the (OIS014/F) panel must be set for this automatic connection.
  2. The connected route is displayed on the order lines panel (OIS101/B). If there are predefined route departures, those are also displayed.

    Use option 44-'Delivery line' and note the delivery number for further actions:

    • Automatically connect to a new or existing shipment.

      If the settings in 'Dispatch Policy. Open' (MWS010) specify that the order should be automatically connected to a shipment, continue with 'Shipment. Open Toolbox' (DRS100) and begin to work with the shipment. See (DRS100).

    • Manually connect to a new or existing shipment.
      • If the settings in (MWS010) specify that the order should be manually connected to a shipment, continue by starting 'Delivery Toolbox. Open' (MWS410). Select your delivery number.
      • Use option 25-'Connect to shipment' if there is an existing shipment to which you want to connect the delivery.
      • The I panel is started. In the 'Shipment' field, browse for a shipment number and make a selection.
      • The 'Route' field is defaulted with the automatically connected route. You can change the route in this field as long as the delivery is not connected to a shipment. Press Enter to redisplay the (MWS410/B) panel. You now have a shipment number connected to your delivery.
      • If you want to create a new shipment and connect the delivery to it, use option 24-'Create shipment'.
      • 'Shipment. Open' (DRS110) is started. The Shipment field is defaulted with the new shipment number. The Route field is also defaulted and cannot be changed.
      • Specify the 'Main delivery method'. If there is a forwarding agent connected to the route in (DRS005), you have to specify the 'Forwarding agent'.

        Press Enter to redisplay the (MWS410/B) panel. You now have a shipment number connected to your delivery. Continue with Working with shipments.

Working with shipments

  1. 'Shipment. Open Toolbox' (DRS100) is the core of transportation management and is used to manage all other steps in the dispatch flow for the shipment. How to work with the different dispatch functions (such as picking, packing, docking, picking resource planning, reporting, etc.) is described in Dispatch Handling.
  2. Start (DRS100). On the B panel, you can create user-defined sorting orders and views.
  3. Select from this list of available packing alternatives:
    • Option 11-'Picking Lists' starts 'Picking List. Report' (MWS420). Perform packing from the (MWS420/B) panel. Use option 14-'Pick and pack' for manual simple packing, option 25-'Manual packing' for manual advanced packing, or option 22-'Auto packing' for automatic packing. See Print, Pick, Pack and Report Picking Lists.
    • Option 14-'Packages' starts 'Delivery. Connect Packages' (MWS423).

      This program is used for:

      • Creating packages for simple packing, performed on the B panel
      • Adding more packages after everything is packed, performed on the B panel
      • Removing a package from a delivery and adding it to another delivery
      • Displaying package structure by using option 24-'Expand'
      • Moving packages by using option 36-'Move package'.
      Note:  When accessing (MWS423) from (DRS100), you are initially shown a list of deliveries, not packages, and to see the packages expand one or more of the deliveries. In this case, the delivery number is shown in the package structure.

      See Print, Pick, Pack and Report Picking Lists.

    After packing of a delivery is performed, the shipment status is raised to 40-'Deliveries connected, packing complete'. When all deliveries connected to the shipment have been packed, the shipment status is raised to 50-'Shipment packed complete, not reported'.

  4. Option 11-'Report picking' starts (MWS420). See Print, Pick, Pack and Report Picking Lists. After reporting the shipment, the shipment status is raised to '60' which is the final status for the shipment. Status 90 means that shipment is cancelled.
  5. Options 27, 28, 15-'Generate, print delivery documents'. The document status is raised from '00' to '20' after documents are generated and printed.
  6. Use Option 16-'Print loading list' to start 'Loading List. Print' (DRS670). A loading list is used when loading the transportation equipment according to unloading sequence, etc.

    More options are available in (DRS100).

    Use option 2-'Open' or 5-'Display' on the (DRS100) panel to display the (DRS110/E) panel. This is the same panel as the one when a new shipment was created. If you use option 2, you can override many fields on this panel for the shipment.

  7. The Transport equipment field on the (DRS100/E) panel is defaulted based on route but can be manually overridden. Optionally, Transportation Resource can be used and set manually.
  8. In the 'Transport identity departure' field on the (DRS100/E) panel, specify the transport identity of, for example, the truck that will ship the goods.

    This is printed on the loading list 'Loading List. Print' (DRS670) and booking list 'Transport Booking List. Print' (DRS680), and can also be included in the view (field group DRPV4).

  9. On the (DRS100/F) panel, weight, volume, and free unit are displayed for:
    • The transportation equipment's total capacity
    • The transportation equipment's used capacity
    • Already packed goods
    • Assigned goods
    • Goods remaining to be packed.
  10. If a shipment contains a pick-up delivery, it must either be reported as closed or use option 58- ‘Confirm pick-up’, to report that the all pick-up deliveries have been started. That means that. the empty truck has left the warehouse to retrieve goods at customers site for a customer return or to arrive at the departure or delivery address in time for a transportation order.

Create a shipment after picking lists are created

  • After the picking list has been created
  • After packing has been completed
  • After goods have been moved to the dock location
  • After the picking list has been completely reported.

    Settings for this method are defined in (MWS010).

These are the alternatives for connecting deliveries to a shipment after the release for picking:

  1. Create a customer order.

    A suitable route will be automatically connected when an order line is specified. The selected route is, among other things, dependent on the requested delivery date/time.

    Note:  The Route field on the (OIS014/F) panel must be set for this automatic connection.
  2. The connected route is displayed on the order lines panel (OIS101/B). If predefined route departures are available, those are also displayed.
    Note:  Use option 44-'Delivery line' and note the delivery number for further actions.
  3. Continue with the order flow in the usual way, which means allocations and release for picking. The order status is raised to 33-'Picking list created'.

    You can now connect deliveries to a new or existing shipment. You can also delay the connection and continue the dispatch flow for the delivery.

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