Walkthrough: Scheduling a Week of Truckloads
About This Walkthrough
This walkthrough demonstrates the process of scheduling multiple different sales orders to ship on a truck.
The walkthrough illustrates the following tasks:
Filtering for unscheduled sales orders on the calendar
Dragging and dropping sales orders on to the calendar
Setting up stops
Assigning a truck and driver
Roles
This walkthrough demonstrates tasks that are performed by the following user roles:
Shipping Manager
Logistics Manager
Dispatcher
Prerequisites
Before you can perform the tasks in the walkthrough, you must install the RealShipping Dispatch extension and have the DISPATCHUSERWSG permission set assigned.
The Location must have Require Receipt set to Yes and the user performing these tasks must be a Warehouse Employee for the Location and have Read/Write Access in the User Setup table.
Story
A dispatcher is going to plan the shipping schedule for the upcoming week.
The dispatcher is going to filter for sales orders that are scheduled to ship between 12/12 and 12/16 and then schedule these sales orders onto shipments with defined stops.
Once the shipments are scheduled, the dispatcher will assign a truck and a driver to each shipment.
Finding Sales Orders to be Scheduled
Navigate to the Shipping Dispatch Board.
Choose correct Location Code if applicable.
Update Start Date to 12/12/2022 and End Date to 12/16/2022 and press Update Calendar.
In the bar on the left side, in the Shipment Date, enter 12/12/22..12/16/22.
Building Shipments
Click the 6 dots on a Sales Order in the bar on the left side and drag the order to a spot on the calendar.
A box comes up to enter a Stop Name. Enter a Stop Name (examples - Customer Name, City Name, State, Stop 1, etc). Press Create.
Enter any Stop Notes. Press Select.
The load is created with the related stop and sales order.
Repeat steps 1-4 until all sales orders are scheduled.
Assign a Truck and Driver
In the top of a load, click the Truck icon (Select Truck).
Choose the truck assigned to the load.
In the top of a load, click the Driver icon (Select Driver).
Choose the driver assigned to the load.
Repeat steps 1-4 until all loads have an assigned truck and driver.
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