Enter Loading Sequence

Explanation

Use this optional activity to view or change the load sequence for orders for customers on the same delivery route. This functionality would only be used for customers who order parts regularly and frequently, but in quantities smaller than full truck loads. It would only be useful if you have more than one customer with similar delivery requirements who are located close enough together to be serviced by the same delivery route. By defining the sequence that the delivery truck is loaded, you can minimize the amount of additional handling of parts during the delivery route. For example, items for the last customer on the delivery route should be loaded first, at the front of the truck cargo space, and items for the first customer on the route should be loaded last, at the back of the truck cargo space.

The load sequence is typically entered in the Customer/Address/Order Address Info tab, after the route ID is selected. You cannot add any customers to the route in the Load Planning window, but you can change the sequence of the load for existing customers on the delivery route. If the customer(s) have been connected to the delivery route, without defining the load sequence, you can establish the sequence in this window.

Prerequisites

This activity has the following prerequisites:

• The customer order route must be established in the Customer Order Route window.
• The customers must be connected to the defined route.

System Effects

As a result of this activity:

• A load sequence is established or modified for the customer order delivery route.
• Loading dock personnel will be able to determine the correct loading sequence of orders for the customers on the route.

Window

Customer
Load Planning

Related Window Descriptions

Customer, Customer/Address/Order Address Info
Load Planning

Procedure

1. Open the Customer window. Populate the window or search for the customer(s) you want to connect to a route.
2. Select the customer from the list in the Identity field.
3. Click the Address/Order Address Info tab.
4. In the Load Seq No field, enter a number to indicate the sequence in which orders from this customer should be loaded on delivery vehicles. Lower numbers, indicating earlier loading, would be used for customers later in the delivery route.
5. Alternatively, you can right-click, then click Load Planning to open the Load Planning window. You can then view details about all the customers connected to the delivery route, and enter or change load sequence numbers for each of the customers in this window.
6. Save the record.