Allocating Delivery Agreements to Scheduled Trips

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

Allocate Delivery Agreements into Scheduled Trip

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

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.

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

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 scheduled trip.

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.

This connects/allocates the Delivery Agreement to the Scheduled Trip.

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.