Suggest Transport Routes

Assign Transport Route

To assign Transport Route to a document, it’s necessary to have, at least, fields “Sell-to No.” and “Shipment Date” filled. Fields “Shipment Method Code” must be empty or filled with a value that has boolean “Transport Required on Sales” set to “True”.

If these requirements are verified, then the assignment of Transport Route happens as follow:

• Transport Plan defined with a Route Sequence, where the Order Location Code and the Customer Location Code are set on the same route;
• Transport Plan, with “Area-From” = Location Code of the order and “Area-To” = Customer/Vendor address area. If no Location Code is defined, then use the Default Area Code defined on Transport Setup, as “Area-From Code”.
• Location Code on Order Header and on Order Lines must be the same;
• Shipment/Pickup date must be between route related Transport Plan Starting Date and Ending date;
• Shipment/Pickup date match the week day that the route is set;
• Shipment Method Code must be empty or with a value that requires transport on sales

If all these rules are followed, when creating a document, Transport Route Code is automatically filled with the value that follows all the rules.
If several routes are possible, then a modal pop-up appears to ask to assign the appropriate Transport Route:

If Shipping Agent Code and Shipping Agent Service code are defined on Transport Route, then those values are assigned to Sales Header Shipping Agent Code and Shipping Agent Service Code fields.

When Transport Route is already assigned to a document, if user changes Location Code or Shipment Date, Route Code will be recalculated. If doesn’t exist, then the field “Transport Route Code” will be empty.

When updating the Shipment Date on Sales Header:

If all lines are with the same location:

1. If only one transport route matches the first Sales Order Line information, then this route can be assigned to all transport lines.
2. If two or more transport routes match the first Sales Order Line information, then the transport route selection page is opened and user can select the appropriate route to apply for the whole order / order lines.

If lines are with different locations:

1. If one Transport Route is available for an order line ==> It will be assigned automatically to the line.
2. If several Transport Routes can be assigned to an order line:
   2.1. A message pops-up, informing that no Transport Route can be assigned on order line(s) because order lines are assigned to different locations.
   "Some order lines have multiple possible transport routes. You will have to adjust the transport routes for those lines manually.”
   In this case, Transport Route is empty on order line and it’s necessary to use the Suggest Transport Route function at line level to assign a specific route.

Suggest Transport Route - Transport Area when Ship-to Code is different from Location

For Purchases

The route suggestion and Transport Order creation follows the following rules:

Pickup Address:

• If Alternate Vendor Address Code is Empty –> Transport Area and Address to be used are the ones from the Vendor Card;

• If Alternate Vendor Address Code different than Empty –> Transport Area and Address to be used are the ones from the Vendor Address Card;

Delivery Address:

o If Ship-To = Location:

• If Location Code (Lines) different than Empty –> Transport Area and Address to be used are the ones from the Line’s Location Code;
• If Location Code (Lines) is Empty –> Transport Areas to be used are the ‘Default Company Transport Area Code’ from Transport Setup and the Address to be used should be the Company Information Address;

o If Ship-To = Default (company address):

• If Location Code (Lines) different than Empty –> Transport Area and Address to be used are the ones from the Line’s Location Code;
• If Location Code (Lines) is Empty –> Transport Area to be used is the ‘Default Company Transport Area Code’ from Transport Setup and the Address to be used is the Company Information Address;

o If Ship-To = Custom Address:

• If Location Code (Lines) different than Empty –> Transport Area and Address to be used are the ones from the Line’s Location Code;
• If Location Code (Lines) is Empty –> Transport Area that is being used is the one related to the Custom Address Post Code and the Address to be used is the Custom Address;

o If Ship-To = Customer Address:

• Ship-to Code different than Empty –> Transport Area and Address to be used are the ones from the Customer Address Card;
• Ship-to Code is Empty –> Transport Area and Address to be used are the ones from the Customer Card;

For Sales

The route suggestion and Transport Order creation will follow the following rules:

Pickup Address:

o Location Code (Header) is Empty:

• If Location Code (Lines) different than Empty –> Transport Area and Address to be used are the ones from the Line’s Location Code;
• If Location Code (Lines) is Empty –> Transport Area to be used is the ‘Default Company Transport Area Code’ from Transport Setup and the Address to be used is the Company Information Address;

o Location Code (Header) different than Empty:

• If Location Code (Lines) different than Empty –> Transport Area and Address to be used are the ones from the Line’s Location Code;
• If Location Code (Lines) is Empty –> Transport Area to be used is the ‘Default Company Transport Area Code’ from Transport Setup and the Address to be used is the Company Information Address;

Delivery Address:

• If Ship-To = Default (sell-to address) –> Transport Area and Address to be used are the ones from the Customer card;
• If Ship-To = Custom Address –> Transport Area to be used is the Transport Area Code related to the Custom Address Post Code and the Address to be used is the Custom Address;
• If Ship-To = Alternate Shipping Address –> Transport Area and Address to be used are the ones from the Customer Address Card;