Assign shipments to a planned load (Employee)

This task describes how to attach a shipment leg to an existing load that is in Planned, Tendered, Tender Accepted, Tender Rejected, Confirming, Picked up, or In Transit status.

From the Transportation Manager Web user interface:

Perform one of the following tasks:
- Click Load Processing > Loads. Select a load, then click Assign Shipments to Load.
- Click Load Processing > Trips. Select a trip, then click Loads. Select a load, then click Assign Shipments to Load.
- Click Load Processing > Bookings. Select a booking, then click Loads. Select a load, then click Assign Shipments to Load.
- Click Load Processing > Loads. Select a load, then click Shipments. Click Assign Shipments to Load.
- Click Load Processing > Trips. Select a trip, then click Loads. Select a load, then click Shipments. Click Assign Shipments to Load.
Select a shipment leg.
Click Submit.

From Transportation Smartbench:

Assigning shipments to a planned load may be accomplished using ONE of the following methods:

Select one or more Shipment Leg view object and drop it on a Load view object. Use this option to move a combination of attached and unattached shipment legs to a single target load, or to move shipment legs currently attached to different source loads to a single target load.
Select one or more Stop view object and drop it on a Load view object. Use this option to move all shipment legs currently attached to selected stops to a single target load.
Select one or more Stop view object and drop it on a stop in a different Stop view. Use this option to move all shipment legs attached to selected stops to a different load identified using the target stop’s Load ID. Shipment Legs may be attached to stops other than the target stop.

Notes:

An error will be displayed if assignment is not permitted.
The action may result in the deletion of the source load when all legs are moved.
If prompted, select an appropriate reason code.