Creating appointments

To create appointments:

  1. Complete one of these steps:
    • Select the detail view on the Appointment screen. See Viewing appointments graphically

      Click the bar on the chart for the hour and dock door. The Appointments List is displayed to display all of the appointments that match the specified dock door and the date.

    • Select the Appointment List screen.
  2. Select Appointment > Appointment List.
  3. Click New.
  4. Specify this information:
    Appointment Number
    Specify the appointment number if you want to override the system default.
    Type
    Specify the type of the appointment.
    • Inbound: Use for receipts.
    • Outbound: Use for shipment orders and groups of orders for the same trailer or loads.
    Status
    Specify the status of the appointment. The default value is Scheduled.
    Door
    Optionally, specify the dock door for this appointment.
    Carrier
    Optionally, specify the carrier for this appointment.
    Trailer Number
    Optionally, specify the number of the trailer for this appointment.
    Trailer Type
    Optionally, specify the type of trailer for this appointment.
    Start Date
    Specify the starting date of this appointment.
    Hour
    Specify the starting hour of this appointment.
    Minute
    Specify the starting minute of this appointment.
    End Date
    Specify the ending date of this appointment.
    Hour
    Specify the ending hour of this appointment.
    Minute
    Specify the ending minute of this appointment.
  5. To associate an ASN or shipment order with the appointment, click Add in the bottom half of the screen where an Inbound or Outbound order can be linked to the appointment. A list of all open receipts or shipment orders displays. Select the receipts or orders for this appointment. You can associate multiple receipts or orders with an appointment.
  6. Click Save to create the appointment.
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