When a Scheduled Trip has been created the logistics or sales team need to connect the Delivery Agreements to an upcoming Scheduled Trip.
...
2. Allocate the Scheduled Trip in the Shipping tab in a Delivery Agreement
Allocate Delivery Agreements into Scheduled Trip
XXXtexti
Here is an example of The same scheduled trips are going to used as in previous chapter.
In the next chapter two Delivery Agreements for two different customers that are ready going to be assigned to a the scheduled trip.
...
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.
...
The Delivery Agreement shifts over to the right-hand side.
...
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.
...
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.
...
This connects/allocates the Delivery Agreement to the Scheduled Trip.
...
Notice how the related logistic fields fill out automatically when a Scheduled trip No. is selected.
...
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)
| Info |
|---|
Click here for more information about the available logistics functionality in a Delivery Agreements. |
View Allocated Agreements
To 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.
...
...
