When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to the an upcoming Scheduled Trip.
There are two ways of assigning/allocating Delivery Agreements to a Scheduled Trip:
1. Allocate Delivery Agreements into Scheduled Trip
2. Allocate the Scheduled Trip in the Shipping tab in a Delivery Agreement
Allocate
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Delivery Agreements
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into Scheduled Trip
Allocate Delivery Agreements on a Scheduled Trip
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Here is an example of two Delivery Agreements from for two different customers that are ready to be assigned to a scheduled trip.
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Click on Close to finish and allocated the selected Delivery Agreements.
Allocate Scheduled Trip in a Delivery Agreement
It is also possible to assign a Scheduled Trip directly in a Delivery Agreement.
Below is an example of a Delivery Agreement that is ready for a scheduled trip.
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Under the shipping tab click on the Scheduled Trip No. field. A drop-down list appears with all registered Scheduled Trips.
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Notice how the related logistic field fields fill out automatically when a Scheduled trip No. is chosenselected. |
Notice the field Transport Unit ID (Designated) – There will be description later on for its purpose (see chapter Delivery Agreement – Designated Transport Unit for further details).
Allocated Agreements Overview
It can be helpful to use the FactBox to get a quick overview of the Scheduled Trip.
The FactBox, on the right-hand side, displays the allocated quantity, weight and agreements for the Scheduled Trip.
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View Allocated Agreements
To view how many Delivery Agreements are allocated to a specific Scheduled Trip, look at the FactBox .
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