Creating a Shipment

  1. Choose Start of the navigation path Logistics Next navigation step Sales and Next navigation step Distribution Next navigation step Bulk transportation Next navigation step Shipment Next navigation step Scheduling Next navigation step Create shipment End of the navigation path . This takes you to the Create Bulk Schedule initial screen for creating a shipment.

  2. Enter the following data:

  • Bulk shipment number (if you have decided to use an external number range). Otherwise, leave the field empty and the system proposes a shipment number (internal number range).

  • Transportation planning point. This is an organizational grouping used to link shipments and determine responsibility for transportation processing. For example, one transportation planning point could be responsible for marine shipments and another for road shipments.

  • Bulk Shipment Type . This data is used to specify processing rules for the shipment and is defined in Customizing.

  • Planned shipment start. This indicates the date shipment planning is started. It is used for information purposes only. If no date is entered, the current date is defaulted.

  • Planned load start. Indicates the date on which loading is planned to start.

Note Note

From the Create Bulk Schedule screen you can access the Shipment Header , Vehicle Overview , Document Overview , Document Quantity , Compartment Planning , Document Stage Assignment , and Events .

End of the note.

  1. Choose ENTER.

  2. Choose Start of the navigation path Goto Next navigation step Shipment header End of the navigation path or select the Header tabstrip . The system displays the Header tabstrip.

Note Note

Details on the Shipment Header are copied from the initial screen and from the bulk shipment type.

End of the note.

  1. The following data can be entered on the Header tabstrip:

  • Reference document

  • Status and deadline information

Note Note

This area is used to record scheduling and loading dates and times (both actual and planned) for the shipment. Planning dates can be entered during scheduling, whereas actual dates are updated through load and delivery confirmations.

End of the note.

Also included here is:

  • Information on the status of shipment cost processing.

  • General settings

  • Shipment processing parameters determined by the bulk shipment type are shown here.

  • Compatibility checks

  • The scope of compatibility checks as determined in the bulk shipment type are shown here

  • Additional settings

  • Exchange-related shipment processing parameters are shown here.

  1. Then choose Start of the navigation path Goto Next navigation step Vehicle Overview End of the navigation path or choose the Vehicles tabstrip. This takes you to the tabstrip for vehicle assignment.

  2. Carry out Vehicle Assignment .

  • Enter the number for the vehicle or vehicles with which you want to carry out the shipment.

  • (optional) Enter a carrier if one is not defaulted from the vehicle master data

  • (optional) Enter a loading date

  • (optional) Enter a route

  • (optional) Enter a trip number

  • Enter a shift (optional if set in Customizing)

  1. Choose Start of the navigation path Goto (2) Next navigation step Driver assignment . End of the navigation path This takes you to the Driver Assignment screen.

Note Note

When there is only one vehicle assigned to a shipment, that vehicle is the active vehicle in the Vehicle details area. When more than one vehicle is assigned, select one to be the active vehicle for the driver assignment.

End of the note.

  1. Next, enter the driver. You can only assign a driver to a shipment after a vehicle has been assigned to the shipment. You can assign one or more drivers to each of the scheduled vehicles. The driver selected must be available and not marked for deletion.

Note Note

If you want to plan the shipment with several vehicles and drivers, you can display the driver for the corresponding vehicle by double-clicking on the vehicle number.

End of the note.

  1. Choose Start of the navigation path Goto Next navigation step Document Overview End of the navigation path or choose the Documents tabstrip. This takes you to the tabstrip for assigning underlying documents for processing within the shipment. The underlying documents supported are deliveries, shipping notifications and reservations.

  2. Assign the underlying documents as described in Document Assignment .

  • Enter the document numbers. (Alternatively, use the document selection report to select documents for assignment to shipment)

  • Select a radio button to indicate whether document is a delivery, shipping notification, or reservation.

  • Specify for each document whether it is relevant for load, discharge, or both.

  1. Choose Start of the navigation path Goto Next navigation step Compartment Planning End of the navigation path or choose the Compartment Planning tabstrip. This takes you to the tabstrip for compartment assignment. You may have assigned several vehicles to the shipment. If this is the case, choose the vehicle you want for Compartment Planning by double-clicking on it.

  2. Carry out the assignment of the individual document items for the compartments of the vehicle.

  3. Mark the compartments for each document item for the product you plan to ship, and press ENTER . The system automatically updates the document item quantities which are not yet assigned to compartments.

Note Note

For every compartment of the vehicle, the system displays the maximum quantity and the balance quantity in the Compartment Information area of the screen. The maximum quantity is defined in the master data. The balance quantity, that is the capacity remaining in the compartment, is updated after every assignment of a shipment item to a compartment.

End of the note.

  1. In case you need to reduce or increase the planned quantities:

  • Choose Start of the navigation path Goto Next navigation step Document quantities End of the navigation path or choose the Document Quantities tabstrip.

  • The planned quantity is updated and copied to the underlying document when you save the shipment.

  1. Save and confirm the shipment by choosing Start of the navigation path Shipment Next navigation step Confirm schedule End of the navigation path . The shipment now has the Status 2 (scheduled), and is ready for the loading.