Loading Trade Items to Transport Units
- Agnes Sigurþórsdóttir (Unlicensed)
- Arna María Ólafsdóttir (Unlicensed)
Managing Loading
The Agr. Overview - Sched. Trips page allows users to oversee and confirm the loading of trade items in to transport units.
Click Agr. Overview - Sched. Trips on the role center or search for it in the search bar.
The top section of the page displays a list of all Delivery Agreements assigned to trips.
Underneath the corresponding Delivery Agreement lines are displayed. To see if trade items have been loaded look at the Loaded TIs (Base) and Loaded Qty (Base) fields.
Click Manual Load Reserved TIs in Agr. Reserv. to mark the open trade items as loaded. Note that at this stage the trade items have to already be reserved.
A page opens where the user can manually load the Trade Items.
Select each line and move them from or Loading to Already Loaded.
Click Close. Notice how the line turns from green to black and Loaded TIs (Base) and Loaded Qty (Base) fields are updated.
When all of the lines in each Delivery Agreement have been loaded, the Delivery Agreements also turn from green to black.
Send to Invoicing/Documentation
When all of the lines have turned bold and black it is confirmed that all of the trade items have been loaded to their designated transport unit and are ready for invoicing.
Select the Delivery Agreement line, then click Send to Invoicing/Documentation.
Click Yes to confirm.
Now the status has been updated and the Delivery Agreement moves to a new queue.
