Load Bulk Material Using a Shipment Loading Plan

The loading plan must be the active plan. Planned incidents (delays) and planned transport events in the loading plan are ignored.

A shipment can only be loaded using a hatch loading plan if there are no existing loading transactions. Therefore, a hatch loading plan can only be used once for a shipment.

Security Note: You need the Allow shipment loading/unloading security right in the Shipments domain security rights group for this activity.

Activity Steps

  1. Open the Shipment.
  2. Ensure that a Vessel/Ship is assigned to the shipment.
  3. Select the loading route point in the Route diagram.
  4. Ensure that Loading / Unloading in the shipment header field group is Loading. This setting depends on the route configuration. See Edit the Route of a Shipment.
  5. Select the Loading sub-tab of the Logistics tab.
  6. Perform one of the following steps:
    1. To load the shipment using the active loading plan and display all transaction details:
      1. Right-click in the Bulk Transactions table and select Load All » Active Loading Plan Details from the menu.
      2. Update the following fields for each transaction as required.
        • Start Date
        • Transaction Date
        • Process Flow
        • Source
        • Container
        • Vessel Hatch
        • Movement Product
        • Mass
        • Unit
        • Despatch Order
        • Package Group
        • Equipment

        Note: See Load Bulk Material on a Shipment for descriptions of these fields.

    2. To load the shipment using the active loading plan and display a hatch product summary, right-click in the Bulk Transactions table and select Load All » Hatch Product Summary from the menu.

      The summary displays the aggregated total mass for each hatch or hold, the movement product, and the despatch order.

  7. If transactions need to be deleted:
    1. To delete a single loading transaction, right-click the transaction and select Delete from the menu.
    2. To delete all loading transactions, right-click in the Bulk Transactions table and select Delete All from the menu.
  8. Click Save.

    Note: If automatic despatch order fulfilment is configured for the contract product, saving the transaction may have an impact on whether the despatch order is fulfilled, and on the despatch order status. See Despatch Order Fulfilment.