Load Tracking - Load Details

Last updated March 5, 2021 by Ryan Vander Plaats ryan.vanderplaats@trimble.com

Load Tracking - Load Details

Click the ‘New Load’ button to start a new load.  The ‘Load Details’ (New) window opens.

Click the drop down arrows to select a location the load is shipping from. 

  • From – Click the drop down arrow to select the location the load is shipping from
  • Destination Group – Click the drop down arrow to select a load destination
  • Load # - The load number automatically populates the load number       
  • Trailer # -  Click the drop down arrow to select a Trailer #
  • Carrier - Click the drop down arrow to select a Carrier
  • Capacity – The Capacity automatically populates according to Load number  and Trailer selections

When completed with data entry for the load, Click the ‘Save’ button at the bottom of the window, opening the ‘Load Details – Not Shipped’ window, now ready for adding Materials.

The fields for Trailer # and Carrier are optional.  The trailer capacity and drop down arrow selections for Trailer # and Carrier are according to the setups in the Maintenance - Production Control Company Standards window for Load Tracking Settings.

 
The Load Tracking Settings window:

 
Click on the Top Tabs for Trailer #, Carrier, Load Categories, Shipped From and Date Received to add information for these fields to be used in the window for Load Tracking.  Click to place a checkmark in the fields for ‘Show Field’ and/or ‘Value Required’ if selections are to show in the Production Control Load Tracking window.

Load Details – Not Shipped


 
Top Tabs – After a load has been added and materials have been loaded, new Top Tabs appear in the Load Details – Not Shipped window:

  • Details – View the current detail information for the load
  • Top Text – Opens the window in which any data may be entered (delivery instructions, delivery contact, etc.)
  • Material – Opens the window which lists all of the items assigned to the load with the quantity and weight
  • Loaded – Opens the window which lists all of the loaded items, with the date it was loaded together with the quantity and weight
  • Additional – Opens the window in which items without piece marks may be added to the load
  • Ship – Click the ‘Ship’ button, opening the ‘Load Details’ window.

  • Un-Ship – Click the button for ‘Un-Ship’ to un – ship the load, allowing for load changes as needed
  • Date Shipped – Click the down pointing arrow to the right of the field to select a different date
  • Date Received – Click the down pointing arrow to the right of the field to select a date received
  • Shipping Ticket – Click the button for ‘Shipping Ticket’ to open the ‘Reports Selection’ window
  • New – Click the ‘New’ button to enter a new load
  • Save – Click the ‘Save’ button to save the load data
  • Delete – Click the ‘Delete’ button to delete the load

Opened by clicking the New Load (opened in insert mode) or Load Properties (opened in edit mode) buttons or by double-clicking the grid on the loads or material loaded screens.

Details Tab

Has the primary inputs for the load.

         

  • From - The location that the load is being shipped from.  The first option is Shop, the drop-down also includes all of the firms associated with the shipping routes in the job.  If the selected firm has more than one shipping address then an address input will appear below this input to select the address that the load is shipping from.
  • Destination Group - The destination group identifying the work to be performed or purpose of the load.  Populated with all of the destination groups in the shipping routes in the job.
  • To - The firm that the load is being shipped to.  This input is hidden if Jobsite is selected for the destination group.  If the selected firm has more than one shipping address then an address input will appear below this input to select the address that the load is shipping to.

  • To Be Returned - Indicates if the material shipped on this load is expected to be returned to the shop prior to any further shipping.  This input is hidden if Jobsite is selected for the destination group.  This field is merely a hint used for reporting purposes.  Material on the load can be returned to the shop or added on a load shipping from this location regardless.
  • Skip Jobsite Shipping - In FabSuite 16.0 and earlier if a load shipped to an intermediate destination and set to not be returned then the jobsite shipping was considered to be completed as well.  The step from that intermediate location to the jobsite was not tracked separately.  As of FabSuite 16.1 a load must now be created from the intermediate destination to the jobsite, tracking that step explicitly.  Loads shipped to an intermediate destination and set to not be returned that were created prior to 16.1 are flagged internally as not requiring jobsite shipping to maintain that backwards compatibility.  In that case the text 'Skip Jobsite Shipping' will appear to the right of the To Be Returned input.
  • Ship Button - Visible when the screen is open in edit mode and the load has not yet shipped.  When clicked a date input will appear to enter the date the load shipped.
  • Un-Ship Button - Visible when the load has already shipped.  A load cannot be un-shipped if material has been returned, it must first be un-returned in order to un-ship the load.
  • Date Shipped - Visible when the load has already shipped, allows for changing the date shipped.
  • Date Received - The date the load was confirmed received at it's destination.  Visible when the load has already shipped.
  • Date Ready - Visible when the load has shipped to an intermediate destination, indicates the date that the material is ready to be either returned to the shop or added on a load bound for the next destination in it's shipping route.
  • Shipping Ticket Button - Visible when the load has already shipped, opens the shipping ticket report selection screen.

When the load has not yet shipped an Add Material button is available on the bottom of the Totals section on the right.  This opens the add material screen to add items to the load.

Top Text Tab

Text that will appear on the top of the shipping ticket reports.

Material Tab

Shows the material assigned to the load.  This tab is hidden when the screen is opened in insert mode.

  • Add - opens the add material screen to add items to the load.  Only available when the load has not yet shipped.
  • Remove - Removes the selected items from the load.  If a single item is selected then a quantity input will appear to enter the quantity to remove.  Only available when the load has not yet shipped.
  • Load - Loads the selected items.  If a single item is selected then a quantity input will appear to enter the quantity to load.  This is a necessary step when the Load on Assign box is unchecked on the add material screen.  Only available when the load has not yet shipped.
  • Return - Returns the selected items.  If a single item is selected then a quantity input will appear to enter the quantity to return.  Only available when the load has shipped.

Loaded Tab

Shows the material that has been loaded.  This tab is hidden when the screen is opened in insert mode.

  • Unload - Unloads the selected items.  If a single item is selected then a quantity input will appear to enter the quantity to unload.  Only available when the load has not yet shipped.

Returned Tab

Shows the material that has been returned to the shop.  This tab is only shown when the load is sent to an intermediate destination and has already shipped.

  • Un-return - Unreturns the selected items.  If a single item is selected then a quantity input will appear to enter the quantity to unload.

Additional Tab

Shows additional items (not on the bill of materials) that have been added to the load.  Click the Additional on Load button to open up the details screen and, if the load has not yet shipped, add, edit, or delete those records.

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Load Tracking - Load Details

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