Transport Template

Overview

Transport Template is a predefined leg plan that can be reused for similar transport requirements. Templates save time by allowing quick creation of standard leg plans for common routes or transport patterns.

Key Fields

Basic Information

• Code: Unique template code (auto-named, required)
• Description: Template description

Legs

• Legs: Child table defining the leg plan
  • Sequence order
  • Facility Type From/To
  • Pick/Drop modes
  • Notes

Workflow

1. Create Transport Template

   • Create new template
   • Enter code and description
   • Add legs to template

2. Define Legs

   • Add each leg in sequence
   • Define facility types and modes
   • Add notes as needed

3. Use Template

   • Select template in Transport Order or Transport Job
   • Click "Get Leg Plan" button
   • System populates legs from template

4. Customize Legs

   • Review auto-populated legs
   • Modify as needed for specific order
   • Add or remove legs

Creating Legs

When adding legs to template:

1. Sequence: Order of legs in the plan
2. Facility Type From/To: Types of facilities
3. Pick/Drop Modes: Modes for pickup and delivery
4. Notes: Additional instructions

Using Templates

Templates can be used in:

• Transport Order: Auto-populate leg plan
• Transport Job: Auto-populate leg plan

When template is selected: 1. Click "Get Leg Plan" button 2. System creates legs from template 3. Legs are populated with template data 4. Customize legs for specific requirements

Best Practices

1. Common Routes: Create templates for frequently used routes
2. Standard Patterns: Template standard transport patterns
3. Time Saving: Templates save significant time in order creation
4. Consistency: Ensure consistent leg planning
5. Regular Updates: Keep templates updated
6. Documentation: Document template purpose and usage

Related Documents

• Transport Order: Uses template
• Transport Job: Uses template
• Transport Template Leg: Child table

Notes

• Templates speed up order creation
• Create templates for common routes
• Legs can be customized after template application
• Templates are reusable across multiple orders
• Keep templates updated for accuracy