# Transportation documents (shipments)

> The plan, executor, deliveries, load and capacity, freight and events of a shipment — Planned, In Transit, Completed, Cancelled.

URL: https://erpdocs.corexlogic.com/en/lojistik/ekranlar/tasima-belgeleri

A transportation document is the trip of one vehicle (a **shipment**). The executor is either **Kendi filomuz** (Our own
fleet) (our vehicle and our driver) or a **Taşıyıcı** (Carrier) (a transportation company and its vehicle/driver).
Deliveries are added to the shipment; their sequence is the stop sequence. The document number is
**TSM-yyyy-nnnnnn**.

- **Type:** Screen
- **Module:** Logistics
- **Menu path:** Lojistik Yönetimi › Taşıma › Taşıma Belgeleri · Taşıma Belgesi Oluştur (Logistics Management › Transportation › Transportation Documents · Create Transportation Document)
- **Screen route:** `/erp/logistics/transports`
- **Required permission:** `erp-logistics-transports.view (görme) · .create (oluşturma) · .edit (düzenleme, yola çıkarma, tamamlama, iptal, taşıyıcı atama)`, `erp-logistics-transport-events.create (olay kaydı)`, `erp-logistics-freight-agreements.view (Navlun kartı ve Taşıyıcı Seç)`

## Statuses and actions

| Status | Meaning | Actions shown in the details |
|---|---|---|
| **Planlandı** (Planned) | The plan and the deliveries can be changed. | **İptal Et** (Cancel) · **Düzenle** (Edit) · **Taşıyıcı Seç** (Select Carrier) · **Yola Çıkar** (Dispatch) · **Olay Kaydet** (Record Event) (only *Yüklendi* (Loaded)) |
| **Yolda** (In Transit) | The plan and the deliveries are frozen. | **Tamamla** (Complete) · **Olay Kaydet** (Record Event) (Yüklendi (Loaded), Vardı (Arrived), Teslim edildi (Delivered), Gecikme bildirildi (Delay reported), Sorun bildirildi (Issue reported)) |
| **Tamamlandı** (Completed) | The arrival time has been recorded, and the shipment is closed. | No event recording; it is included in the freight settlement. |
| **İptal Edildi** (Cancelled) | Only a planned shipment can be cancelled; the deliveries are released. | None |

The server calculates delays with its own clock; in the header of a delayed shipment, **Gecikmede** (Delayed) appears
next to the status. Actions also depend on authorization (the permissions in the summary).

## Transportation Documents list

![Transport Documents list](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasima-listesi.png)
1. New trip
2. Status filter
3. Own fleet or carrier
4. Click the number to open the trip

Columns: **Taşıma No** (Transportation No.), **Durum** (Status), **Planlanan Çıkış** (Planned Departure),
**Yürütücü** (Executor) (executor type with carrier · plate · driver), **Belge** (Documents) (number of deliveries).
Filters: **Ara** (Search) and **Durum** (Status). The row's **İşlemler** (Actions) menu contains **Seferi Aç** (Open
Shipment) and the document history. The **Taşıma Belgesi Oluştur** (Create Transportation Document) link opens the new
shipment form.

## Create / edit a transportation document

![Create Transport Document — completed form](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasima-olustur.png)
1. Executor — own fleet or carrier
2. Carrier
3. Planned departure — required
4. Distance — basis for per-km freight
5. Deliveries — order is stop order
6. Create

| Field | Description |
|---|---|
| **Yürütücü** (Executor) (required) | **Kendi filomuz** (Our own fleet) or **Taşıyıcı** (Carrier). When Taşıyıcı (Carrier) is selected, the **Taşıyıcı** (Carrier) field opens. |
| **Taşıyıcı** (Carrier) | Active carriers. The carrier must be selected before selecting the carrier's vehicle or driver. |
| **Planlanan Çıkış** (Planned Departure) (required) · **Planlanan Varış** (Planned Arrival) | Date and time. Arrival cannot be before departure. |
| **Araç** (Vehicle) · **Dorse** (Trailer) · **Sürücü** (Driver) | For our own fleet, our own vehicles and drivers are listed; for a carrier, that carrier's vehicles and drivers. If there is no trailer, **Dorse yok** (No trailer). |
| **Planlanan Mesafe (km)** (Planned Distance (km)) | The basis for per-km freight. Empty = unknown (not counted as zero). |
| **Not** (Note) | Up to 512 characters. |
| **Teslimatlar** (Deliveries) | Added from the **Teslimat Ekle** (Add Delivery) window; the sequence (stop sequence) is changed with the arrow buttons, and a delivery is removed with the trash icon. |

For our own fleet, the following note appears at the bottom of the form: *"Yola çıkış için araç ve sürücü gerekir;
planlarken boş bırakılabilir. Taşıyıcının aracı burada listelenmez."* (A vehicle and a driver are required for
dispatch; they can be left empty when planning. The carrier's vehicles are not listed here.) A shipment can also be
planned without deliveries; dispatch requires at least one delivery. The record is saved with **Oluştur** (Create)
(**Kaydet** (Save) when editing), and the shipment details open.

![Add Delivery dialog — deliveries without a trip](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/teslimat-ekle.png)
1. Search by delivery no, customer, address
2. Delivery to add to the trip
3. Add

The **Teslimat Ekle** (Add Delivery) window lists *"Sefere atanmamış, iptal edilmemiş teslimatlar — açık ya da mal
çıkışı kaydedilmiş"* (Deliveries not assigned to a shipment and not cancelled — open or with goods issue posted)
(columns: Teslimat (Delivery), Tarih (Date), Müşteri / Varış (Customer / Destination), Depo (Warehouse), Durum
(Status)). A delivery can be on only one shipment at a time.

## Shipment details

![Planned trip — no carrier yet, open tender](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasima-planlandi.png)
1. Status: Planned
2. Select Carrier — ranked by tariff
3. Dispatch
4. Edit — planned trips only
5. The trip's open tender
6. Load and capacity

- **Sefer Bilgileri** (Shipment Information): Executor, Carrier (with tax ID), Vehicle / Trailer, Driver, Planned
  Departure and Arrival, the actual **Yola Çıkış** (Departure) and **Varış** (Arrival), Planned Distance, note and
  cancellation reason. If the shipment has an open tender, its number and the number of bids appear here as a link.
- **Yük ve Kapasite** (Load and Capacity): Gross Weight, Volume, Pallets — the capacity is that of the trailer, or of
  the vehicle if there is no trailer. The weight comes from the card dimensions and the tare of the handling units. If
  the capacity is exceeded, a warning is displayed (*"Ağırlık kapasiteyi aşıyor."* (Weight exceeds capacity.),
  *"Hacim kapasiteyi aşıyor."* (Volume exceeds capacity.), *"Palet sayısı kapasiteyi aşıyor."* (Number of pallets
  exceeds capacity.)); exceeding the capacity does not block saving.
- **Teslimatlar** (Deliveries): Sıra (Sequence), Belge (Document) (link to the delivery), Alıcı / Varış (Recipient /
  Destination), Durum (Status), Brüt Ağırlık (Gross Weight), Hacim (Volume), Kap / Palet (Packages / Pallets) and
  **Teslim** (Delivery) (Bekliyor (Pending) · Vardı (Arrived) · Teslim edildi (Delivered) + recipient).
- **Navlun** (Freight) (with the freight permission): the freight calculated from the agreement on a carrier shipment.
- **Olaylar** (Events): timeline.
- **Ekler** (Attachments): CMR and shipment documents (PDF or image).

### Shipment in transit and events

![Trip in transit — events](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasima-yolda.png)
1. Status: In transit
2. Complete — arrival is written, trip closes
3. Record Event — arrival, delivery, delay, problem
4. Event timeline

An event cannot be changed; an incorrect record is corrected with a new event. Event types: **Yüklendi** (Loaded),
**Yola çıktı** (Departed), **Vardı** (Arrived), **Teslim edildi** (Delivered), **Gecikme bildirildi** (Delay reported),
**Sorun bildirildi** (Issue reported), **Sefer tamamlandı** (Shipment completed). *Yola çıktı* (Departed) and *Sefer
tamamlandı* (Shipment completed) are written by the shipment's own steps (**Yola Çıkar** (Dispatch), **Tamamla**
(Complete)). Details: [Record a shipment event](https://erpdocs.corexlogic.com/en/lojistik/islemler/sefer-olayi-kaydetme).

### Completed shipment and freight

![Completed trip — deliveries and freight](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/tasima-tamamlandi.png)
1. Status: Completed
2. Load compared with capacity
3. Delivery and receiver per stop
4. Settled freight is not recalculated

![Trip freight — basis lines](https://erpdocs.corexlogic.com/en/en/img/screens/lojistik/navlun-karti.png)
1. (Re)calculate freight
2. Tariff basis
3. Applied agreement and calculation time

The freight card is calculated only on a shipment with the **Taşıyıcı** (Carrier) executor, with a carrier selected and
not cancelled. The calculation uses the carrier's agreement **valid on the shipment's departure date** and the shipment's
measurements (distance, weight, volume, pallets, stops). Lines: **Dayanak** (Basis), **Miktar** (Quantity), **Birim
Ücret** (Unit Rate), **Tutar** (Amount) and **Toplam** (Total); if the minimum charge was applied, *"En az ücret
uygulandı"* (Minimum charge applied) is displayed.

- The **Navlunu Hesapla** (Calculate Freight) / **Yeniden Hesapla** (Recalculate) button appears with the edit
  permission.
- A basis whose measurement is unknown is not included in the calculation; the card says *"Ölçüsü bilinmeyen dayanak
  hesaba girmez: …"* (A basis with an unknown measurement is not included in the calculation: …) — enter the distance
  on the shipment, and the weight and volume on the product card.
- If the shipment or the agreement changes after the calculation, the server returns *"Sefer ya da anlaşma hesaptan
  sonra değişti — navlunu yeniden hesaplayın."* (The shipment or agreement changed after the calculation — recalculate
  the freight.)
- Once the freight is included in a settlement, the card shows *"Hesaplaşıldı: NHS-… — navlun yeniden hesaplanmaz."*
  (Settled: NHS-… — the freight is not recalculated.)
- On a shipment executed by our own fleet, the card says *"Kendi filomuzla yapılan seferin taşıyıcı navlunu yok —
  maliyeti Filo İşletimi'nde."* (A shipment executed by our own fleet has no carrier freight — its cost is in Fleet
  Operations.)

Freight is not an accounting entry; a completed shipment is matched with the carrier's invoice on the
[Freight settlements](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/navlun-hesaplasmalari) screen.

## Related

- [Create a transportation document](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasima-belgesi-olusturma)
- [Select the carrier for a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/tasiyici-secme)
- [Dispatch a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/seferi-yola-cikarma) · [Complete a shipment](https://erpdocs.corexlogic.com/en/lojistik/islemler/seferi-tamamlama)
- [Load planning](https://erpdocs.corexlogic.com/en/lojistik/ekranlar/yuk-planlama)