When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to the upcoming Scheduled Trip.
There are two ways of allocating delivery agreements into a scheduled trip:
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assigning/allocating Delivery Agreements to a Scheduled Trip:
Allocate the Scheduled Trip in the Shipping tab in a Delivery AgreementUsing
Allocate the Delivery Agreements from the Scheduled Trip
Allocate Delivery Agreements
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on a Scheduled Trip
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Register a Scheduled Trip in a Delivery Agreement
In the Delivery Agreement assign/allocate a Scheduled Trip in the shipping tab.
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Here is an example of two Delivery Agreements from two different customers that are ready to be assigned to a scheduled trip.
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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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This action opens a new page with a Delivery Agreement overview where the user can select the corresponding Delivery Agreement.
Select the Delivery Agreement, then click on Available Agreements > Allocate 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.
Below is an example of a Delivery Agreement that is ready for a 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.
Select the related/suitable trip for that specific Delivery Agreement.
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This connects/allocates the Delivery Agreement to the Scheduled Trip.
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Notice how the related logistic field fill out automatically when a Scheduled trip No is chosen. |
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).
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Allocate Delivery Agreements on a Scheduled Trip
Using Allocate Delivery Agreements functionality is available both on scheduled trip card and list.
Go to the Scheduled Trip List. Select the Scheduled Trip and click on Agreements > Allocate Agreements
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This action opens a new page with a Delivery Agreement overview. Select th corresponding Delivery Agreement, then click on Allocate Agreement.
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The Agreement shifts over to the right-hand side.
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Last step is to click on Close.
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Allocated Agreements Overview
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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To view how many Delivery Agreements are allocated to a specific Scheduled Trip, look at the FactBox on the right-hand side .
The FactBox displays the allocated quantity from the selected Delivery Agreement(s) with the corresponding Scheduled Trip.
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Here is the same example used previously, where two Delivery Agreements where allocated to an scheduled Trip.
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