Overview
Transportation requirements arise regularly across the organization. The following documents can create transportation requirements: Sales order, Customer invoice issued without reference to a Sales order, Purchase order, Vendor invoice issued without reference to a Purchase order, Contract with vendor, Transfer order, Goods transfer issued without reference to a Transfer order.
This process starts with a thorough assessment of outbound deliveries requirements. The route points, time bounds, and physical parameters of the cargo are estimated during the process.
Typically, inbound deliveries are analyzed separately from outbound deliveries.
In rare cases, some requirements may be excluded from delivery.
As a result, the in-house transportation requirements are assessed.
Video guide
Assess in-house transportation requirements flowchart
Paths
| Path | Warehouse and delivery → Delivery management → Itinerary |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.WorkplaceOfDeliveryOfficer
|
| In-app link RU code |
e1cib/app/Обработка.РабочееМестоМенеджераПоДоставке
|
How to assess transportation requirements for outbound deliveries
1. Go to Warehouse and delivery, then click Itinerary under Delivery management.
2. Select the From our warehouse option.
3. Select the Warehouse.
4. Select the In-house carrier option.
5. Click the Create itineraries tab.
6. Specify the delivery date filter.
7. Review references, and assess transportation requirements: destination address, required shipment date and time, cargo's weight and volume.
How to assess transportation requirements for inbound deliveries
1. In the Itinerary workplace, select the To our warehouse option.
2. Select the Warehouse.
3. Select the In-house carrier option.
4. Click the Create itineraries tab.
5. Specify the delivery date filter.
6. Review references, and assess transportation requirements: shipping address, required receipt date and time, cargo's weight and volume.
How to manage list of transportation requirements
1. In the Itinerary workplace, click the Create itineraries tab.
3. Select a reference document, and click More actions → Exclude from delivery.
4. Click More actions → Excluded references. In the References excluded from delivery list, select the document and click Cancel exclusion from delivery.