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Create a transportation document

Task
Module
Logistics
Menu path
Lojistik Yönetimi › Taşıma › Taşıma Belgesi Oluştur (Logistics Management › Transportation › Create Transportation Document)
Screen route
/erp/logistics/transports/new
Required permission
erp-logistics-transports.create
Prerequisites
  • The deliveries to be included in the shipment are not cancelled and not assigned to another shipment (open or with goods issue posted).
  • For a shipment by our own fleet, the vehicle and driver are defined; for a shipment by a carrier, the carrier is defined.

Steps​

  1. Open the Lojistik Yönetimi › Taşıma › Taşıma Belgesi Oluştur (Logistics Management › Transportation › Create Transportation Document) screen.
    Open screen/erp/logistics/transports/new
  2. Select the Yürütücü (Executor): Kendi filomuz (Our own fleet) or Taşıyıcı (Carrier). For a carrier, select the company in the Taşıyıcı (Carrier) field that opens (you can also determine the carrier later with Taşıyıcı Seç (Select Carrier)).
    SelectYürütücüValue: Taşıyıcı
  3. Enter the Planlanan Çıkış (Planned Departure) (required) and the Planlanan Varış (Planned Arrival).
    EnterPlanlanan ÇıkışValue: 02.11.2026 08:00 → 02.11.2026 18:00
  4. Select the Araç (Vehicle), Dorse (Trailer) and Sürücü (Driver). They can be left empty when planning; dispatch with our own fleet requires a vehicle and a driver.
    SelectAraçValue: 34DMO002 · Kamyon
  5. Enter the Planlanan Mesafe (km) (Planned Distance (km)) — it is the basis for per-km freight; if left empty, it is treated as unknown.
    EnterPlanlanan Mesafe (km)Value: 450
  6. Click Teslimat Ekle (Add Delivery), select the deliveries to add and click Ekle (N) (Add (N)).
    ClickTeslimat EkleValue: SV-2026-000003, SV-2026-000004
    Add Delivery dialog — deliveries without a trip
    1. 1Search by delivery no, customer, address
    2. 2Delivery to add to the trip
    3. 3Add
  7. Arrange the deliveries in stop sequence with the arrow buttons; enter a Not (Note) if necessary.
    CheckTeslimatlar
  8. Click Oluştur (Create).
    ClickOluşturExpected: The shipment opens with number TSM-… in Planlandı (Planned) status; the details show the load and capacity
    Create Transport Document — completed form
    1. 1Executor — own fleet or carrier
    2. 2Carrier
    3. 3Planned departure — required
    4. 4Distance — basis for per-km freight
    5. 5Deliveries — order is stop order
    6. 6Create
Result
The shipment is in Planlandı (Planned) status; the plan and the deliveries can be changed with Düzenle (Edit). Next steps: for a carrier shipment, select the carrier, post the goods issue for the goods, then dispatch the shipment.

What you need to know​

  • A shipment can be planned without deliveries; dispatch requires at least one delivery. A shipment can contain up to 100 documents; the same document appears only once on a shipment.
  • On a shipment executed by our own fleet, no carrier is selected, and carriers' vehicles and drivers are not listed. The carrier must be selected before selecting the carrier's vehicle or driver.
  • Exceeding the capacity (weight, volume, pallets) is a warning in the details and does not block saving. If there is an item with unknown dimensions, "N belgede ölçüsü bilinmeyen kalem var — ağırlık eksik olabilir." (N documents contain items with unknown dimensions — the weight may be incomplete.) is displayed.
  • A delivery that is on another shipment cannot be added: "Şu belgeler başka bir seferde: …" (The following documents are on another shipment: …); a cancelled delivery cannot be added.
  • If you want a load proposal for our own vehicles, Yük Planlama (Load Planning) distributes deliveries without a shipment across the vehicles.