Transport Order

Overview

Transport Order is the initial booking document created from a Sales Quote or manually entered. It represents a customer's request for transport services and contains all the details needed to execute the transport operation.

Key Fields

Basic Information

• Customer: The customer placing the order (required)
• Booking Date: Date when the order was placed (required)
• Customer Ref No: Customer's reference number
• Scheduled Date: Planned execution date for the transport

Transport Details

• Transport Template: Predefined leg plan template (optional)
• Transport Job Type:
  • Container
  • Non-Container
  • Special
  • Oversized
  • Multimodal
  • Heavy Haul (required)
• Vehicle Type: Type of vehicle required
• Load Type: Type of cargo being transported
• Container Type: Required if Transport Job Type is Container
• Container No: Container number if applicable
• Hazardous: Check if cargo is hazardous
• Refrigeration: Check if refrigeration is required

Locations

• Location Type: Type of location (UNLOCO, Transport Zone, etc.)
• Location From: Origin location
• Location To: Destination location

Packages

• Packages: Child table with package details
  • Weight, volume, quantity
  • Package type and description

Leg Plan

• Legs: Child table defining transport legs
  • Facility Type From/To
  • Pick/Drop addresses
  • Pick/Drop modes
  • Time windows

Charges

• Charges: Child table with transport charges
  • Charge type
  • Rate
  • Amount

Accounts

• Company: Company for accounting (required)
• Branch: Branch for accounting (required)
• Cost Center: Cost center for accounting (required)
• Profit Center: Profit center for accounting (required)
• Sales Quote: Link to source Sales Quote

Workflow

1. Create Transport Order

   • Create manually or from Sales Quote
   • Enter customer and booking details
   • Select transport job type and vehicle type

2. Select Transport Template (Optional)

   • Select a Transport Template
   • Click "Get Leg Plan" to auto-populate legs
   • Customize legs as needed

3. Add Packages

   • Add package details in Packages table
   • Enter weight, volume, and quantity

4. Add Charges

   • Add transport charges in Charges table
   • Set rates and amounts

5. Submit Transport Order

   • Review all details
   • Submit the order
   • Order is now ready for job creation

6. Create Transport Job

   • Click "Create Transport Job" button
   • System creates Transport Job from order
   • Job is ready for execution

Creating from Sales Quote

Transport Orders can be created from Sales Quotes:

1. Open Sales Quote
2. Ensure quote is tagged as "One-Off"
3. Click "Create Transport Order" button
4. System creates Transport Order with details from quote
5. Review and customize as needed

Field Mapping from Sales Quote: - Customer → Transport Order Customer - Transport Template → Transport Order Template - Vehicle Type → Transport Order Vehicle Type - Load Type → Transport Order Load Type - Company/Branch → Transport Order Company/Branch - Cost/Profit Center → Transport Order Cost/Profit Center

Using Transport Template

1. Select Transport Template in Transport Order
2. Click "Get Leg Plan" button
3. System populates legs from template
4. Review and customize legs as needed
5. Update facility addresses and time windows

Status

Transport Order is a submittable document: - Draft: Initial state - Submitted: Ready for job creation

Related Documents

• Sales Quote: Source document
• Transport Job: Created from order
• Transport Order Legs: Child table
• Transport Order Charges: Child table
• Transport Order Package: Child table

Notes

• Transport Order can be amended after submission
• Use Transport Templates to speed up leg planning
• All details from order are copied to Transport Job
• Multiple Transport Jobs can be created from one order if needed
• Container Type and Container No are required when Transport Job Type is "Container"