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Create shipments with load planning

Task
Module
Logistics
Menu path
Lojistik Yönetimi › Taşıma › Yük Planlama (Logistics Management › Transportation › Load Planning)
Screen route
/erp/logistics/load-planning
Required permission
erp-logistics-transports.create
Prerequisites
  • Our own fleet has an active vehicle with a capacity (kg, m³ or pallets) entered.
  • There are deliveries not assigned to a shipment; weight or volume is defined on the product cards.

Steps​

  1. Open the Lojistik Yönetimi › Taşıma › Yük Planlama (Logistics Management › Transportation › Load Planning) screen.
    Open screen/erp/logistics/load-planning
  2. If necessary, narrow the candidates with Depo (Warehouse), Sevk tarihi başlangıç (Shipping date from) – Sevk tarihi bitiş (Shipping date to) and Rota (Route).
    SelectDepoValue: Bütün depolar
  3. In the Araçlar (Vehicles) list, select the vehicles to include in planning (Hepsini seç (Select all) · Hiçbiri (None)).
    CheckAraçlarValue: 34DMO001
  4. Click Öneri Oluştur (Create Proposal).
    ClickÖneri OluşturExpected: The summary line, the load cards per vehicle and the Planlanamayan teslimatlar (Deliveries that could not be planned) are listed; no document is written
    Load Planning — proposal
    1. 1Filter: warehouse, ship date, route
    2. 2Vehicles included in planning
    3. 3Create Proposal — writes no document
    4. 4Turns the load into a trip
    5. 5Unplanned deliveries and reason
  5. On the load card, check the fill bars and the deliveries; if necessary, change the Planlanan çıkış (Planned departure).
    EnterPlanlanan çıkış
  6. To convert the load into a shipment, click Sefer Oluştur (Create Shipment) on the card (for all loads, Tümünü Seferlere Çevir (Convert All to Shipments)).
    ClickSefer OluşturExpected: Under the Oluşturulan seferler (Created shipments) heading, the new shipment's number, license plate and number of deliveries appear
Result
Each load becomes a transportation document in Planlandı (Planned) status, executed by our own fleet, with the vehicle (or trailer) filled in; its note is "Yük planlama önerisinden" (From load planning proposal). The driver and arrival time are entered in the shipment details with Düzenle (Edit).

What you need to know​

  • The proposal does not write any documents; leaving the screen changes nothing.
  • A delivery whose weight or volume is unknown cannot be placed on a vehicle with a defined capacity and is listed with its reason under Planlanamayan teslimatlar (Deliveries that could not be planned). Enter the dimensions on the product card and create the proposal again.
  • An unpacked delivery is not counted in pallet utilization.
  • Planning is time-limited; if "Süre sınırında bulunan iyi plan — en iyisi olduğu kanıtlanmadı…" (A good plan found within the time limit — not proven to be the best…) is displayed, narrow the candidates with the warehouse, date or route filter.
  • Shipments to be executed by a carrier are not opened from this screen, but with Taşıma Belgesi Oluştur (Create Transportation Document).