Difference between revisions of "How do I create a logistics load?"
From Catalyst
m (Les Ward moved page How do I Create a Load? to How do I Create a Logistics Load? without leaving a redirect) |
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== Summary == | == Summary == | ||
You may create and assign loads to jobs. | You may create and assign loads to jobs. | ||
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Press {{KeyPress|S-F7}} from the Job Planning screen. | Press {{KeyPress|S-F7}} from the Job Planning screen. | ||
* Press {{KeyPress|F2}} to assign the next unused load number. | * Press {{KeyPress|F2}} to assign the next unused load number. | ||
| − | * 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. 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. | ||
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* 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|Esc}} and {{Button|Accept}} to save the load. | + | When all relevant details have been completed, press {{KeyPress|Esc}} and {{Button|Accept}} to save the load. |
| − | * Press {{Button|Esc}} to return to the | + | * Press {{Button|Esc}} to return to the Planning screen. |
=== Assigning a Load to a Job === | === Assigning a Load to a Job === | ||
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** Press {{KeyPress|S-F10}} to add a new load following the instructions in the above section. | ** Press {{KeyPress|S-F10}} to add a new load following the instructions in the above section. | ||
** 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 | + | * 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|Esc}} and {{Button|Accept}} to save the job. | * Press {{KeyPress|Esc}} and {{Button|Accept}} to save the job. | ||
| − | == See | + | == See also == |
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* [[Entering Logistics Management Jobs]] | * [[Entering Logistics Management Jobs]] | ||
{{KB_Tags|Ticket, tickets, job, jobs, load, delivery, area, drop}} | {{KB_Tags|Ticket, tickets, job, jobs, load, delivery, area, drop}} | ||
{{Guide}} {{KB_TI}} | {{Guide}} {{KB_TI}} | ||
Revision as of 20:29, 13 November 2017
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/S-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
