Assigning Order Shipments to Loads

You can assign order shipments to loads using the Load Consolidation conversation.  The Load Consolidation Detail screen initially displays order shipments for the current day.  Unassigned shipments are displayed at the top of the first page followed by shipments assigned to loads. 

To assign shipments to loads, enter a load number and a ship date on the shipment line.  For each order shipment listed, the volume and weight is displayed.  For each load, volume and weight amounts are totaled.

You can consolidate loads, change an order shipment's load assignment, by entering a different load number on the line or by changing the ship date.  To display specific loads for consolidation, on the Load Consolidation Detail screen, press F10 - Selection to activate the selection criteria fields.  Loads can be displayed according to the following criteria:

·     Ship date range

·     Load number

·     Ship zone

·     Ship-to customer

If you enter a ship date range as selection criteria, all loads with assigned order shipments within the range and all unassigned order shipments within the range will be displayed.  If no ship date range is entered and the other selection criteria is blank, all loads and unassigned order shipment will be displayed.  If you enter a load number or numbers as selection criteria, the requested loads will be displayed along with unassigned order shipments that fall within the ship date range.

The ship zone and ship-to customer criteria apply only to unassigned order shipments within a selected ship date range.  For instance, if you enter a ship zone and a ship date range, all unassigned order shipments for the zone and within the date range will be displayed.  Loads with assigned shipments within the date range will also be displayed.

You can also assign orders or order lines to loads during Sales Order Entry or Maintenance.  A load number can be entered on the Sales Order Header and Sales Order Line Windows.  You can press F4 - Prompt to display a list of loads with the same destination as the order.

If a load is assigned to an entire order, the following information is defaulted from the Load Master file and replaces similar information on the Sales Order Header:

If the load assigned to the Sales Order Header has a ship via, carrier, or route, the corresponding fields also will be defaulted to the Sales Order Line.  These fields can be overridden at both the header and line levels, but the ship via, carrier, and route must always correspond to the ship via, carrier, and route of the load.

If a load assigned to an order is a one-time load, the order's promised ship date is overridden with the scheduled ship date from the load.  The promised ship date of an order must always equal the scheduled ship date of a one-time load.

Loads cannot be assigned to quotes and blanket orders, but each blanket order release schedule line can be assigned to a load.