Edit

Share via

Plan loads and shipments using the outbound load planning workbench

This article shows how to use the outbound load planning workbench to create a load for a sales order. As a prerequisite we'll create the sales order first. This procedure is part of the daily work for the transportation coordinator. The demo data company used to create this procedure is USMF.

Create a sales order

  1. Go to the Accounts receivable > Orders > All sales orders.
  2. Select New.
  3. In the Customer account field, select the drop-down button to open the lookup.
  4. Select account US-004.
  5. Select OK.
  6. In the Item number field, select the drop-down button to open the lookup.
  7. Select item A0001. A0001 is enabled for transportation management.
  8. In the Site field, select the drop-down button to open the lookup, then select an item.
  9. In the Quantity field, enter a number.
  10. In the Warehouse field, type 24 for this example. This warehouse is enabled for transportation management and warehouse management processes (WMS).
  11. Select Save.
  12. Close the page.

Create a new load

  1. Go to the Transportation management > Planning > Outbound load planning workbench.
  2. Select the Sales lines tab. Now you'll build the load for the sales order that you just created. Loads can be built based on supply and demand from purchase orders, transfer orders, and sales orders.
  3. On the Action Pane, select Supply and demand.
  4. Select To new load.
  5. In the Load template ID field, select the drop-down button to open the lookup. The Load template defines maximum measurements for weight and volume of the entire load. For example, the load template might represent the size of a container or truck. Select an item.
  6. Select OK.

Rate and route the load

  1. Select Rating and routing.
  2. Select Rate route workbench.
  3. Select Rate shop.
  4. In the list, find and select the desired record.
  5. Select Assign.
  6. Close the page.

Load planning filters

You can set up custom filters to control which types of lines to show in the Outbound load planning workbench. For example, you can choose to only show fully reserved transfer order lines. Follow these steps to set up one or more load planning workbench filters.

  1. Go to Warehouse management > Loads > Outbound load planning workbench. (You can also open the workbench from the Sales orders, Transfer orders, and Outbound shipment orders pages.)

  2. On the Action Pane, open the Filters tab and select Load planning filters.

  3. On the Action Pane, select New to add a new load planning filter to the grid. Then make the following settings for the new line:

    • Load planning filter code – Enter a unique name for the filter.
    • Description – Enter a short description of the filter.
    • Load planning filter type – Choose the type of lines the filter should apply to (Load, Sales order, Transfer order, Shipment, or Outbound shipment orders). For example, if you want to set up a filter that only shows fully reserved transfer order lines, select Transfer order.

  4. On the Action Pane, select Save.

  5. With the new filter selected in the grid, select Edit query on the Action Pane. A standard query editor opens, where you can define the filter criteria that you want to apply. Here's an example of how to set up a filter to show only fully reserved transfer order lines:

    1. Open the Joins tab. Select the Transfer order lines node and then select Add table join from the toolbar. Find and select the row with a Relation of Relationship between the inventory transfer order line and the inventory transactions originator of the shipment transactions (Line number) (with Join mode 1:n). Then select Select on the toolbar.

    2. Select the new Relationship between the inventory transfer order line and the inventory transactions originator of the shipment transactions node and then select Add table join from the toolbar. Find and select the row with a Relation of Inventory transactions originator (Inventory transactions originator). Then select Select on the toolbar.

    3. Select the new Inventory transactions originator node and then select Add table join from the toolbar. Make sure that Show details is set to Yes. Find and select the row with a Relation of Inventory transactions (NotExist Record-ID) and a Relation source of InventTrans : InventTransOrigin. Then select Select on the toolbar. Your Joins tab should now resemble the following screenshot.

      Screenshot of the Joins tab with these settings applied

    4. Open the Range tab. Add a new row to the grid with the following settings:

      • Table – Select Inventory transactions (NotExist).
      • Field – Select Issue status.
      • Criteria – Enter !Reserved physical, which means "not Reserved physical."

      These settings result in a filter that only includes transfer order lines with an inventory transactions status of Reserved Physical, which are the fully reserved lines. Your Range tab should now resemble the following screenshot.

      Screenshot of the Range tab with these settings applied

    5. Select OK to save the query.

  6. Select the Back button to go back to the Outbound load planning workbench page.

  7. Open the tab you created your filter for (for example, the Transfer lines tab). Then set Supply and demand filter to the filter you just created. The page is now filtered according to the criteria you defined for the selected filter.

  8. If you'd like to apply the new filter by default when you open the workbench, then on the Action Pane, open the Filters tab and select Set as default.