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When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to an upcoming Scheduled Trip.

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2. Allocate the Scheduled Trip in the Shipping tab in a Delivery Agreement

Allocate Delivery Agreements into Scheduled Trip

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Take note that in this chapter we will use the same example so it is easier to follow. In this example.

Here is an example of two Delivery Agreements for two different customers that are ready to be assigned to a scheduled trip.

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The same scheduled trips are going to used as in previous chapter

Allocate Delivery Agreements into Scheduled Trip

To assign the Delivery Agreements go to the Scheduled Trip List and select the designated Scheduled Trip, then click on Agreements > Allocate Agreements.

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The Allocate Agreements functionality is available both on scheduled trip card and list.

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Image RemovedThis action opens a new page with a Delivery Agreement overview where the user can select the corresponding Delivery Agreement.

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The Delivery Agreement shifts over to the right-hand side.

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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.

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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).

View Allocated Agreements

To view how many Delivery Agreements are allocated to a specific Scheduled Trip, look at the FactBox .

Here is the same example used previously, where two Delivery Agreements where allocated to an scheduled Trip.

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