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
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Allocate the Delivery Agreements from the Scheduled Trip
Allocate Delivery Agreements on a Scheduled Trip
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The same scheduled trips are going to used as in previous chapter.
In the next chapter two Delivery Agreements for two different customers are going to be assigned to a the scheduled trip.
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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 Delivery Agreement shifts over to the right-hand side.
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Click on Close to finish and allocated allocate the selected Delivery Agreements.
Now the Scheduled Trip has been linked to the Delivery Agreement and information from the trip can be viewed under shipping and in the Delivery Agreement lines.
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Allocate Scheduled Trip in a Delivery Agreement
It is also possible to assign a Scheduled Trip directly in from 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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This connects/allocates the Delivery Agreement to the Scheduled Trip.
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Notice how the related logistic
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fields fill out automatically when a Scheduled trip No. is
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selected.
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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).
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
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Click here for more information about the available logistics functionality in a Delivery Agreements. |
View Allocated Agreements
Take a look at the FactBox 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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