Add a Despatch Order to a Lot Despatch
This activity presumes that the lot despatch has assigned despatches.
Security Note: You need the Allow lot despatch maintenance security right in the Lot Despatches domain security rights group for this activity.
Activity Steps
- Open the Lot Despatch.
- Select the Despatch Orders tab.
- Right-click in the Despatch Orders table and select Add Despatch Order from the menu.
The Despatch Order Search screen displays.
- To limit the search by Planned Despatch Date:
- Check Include Date Range.
- Select a Start Date and End Date.
- Enter the following search criteria as required.
- Organisations—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
- Companies—Select from the companies defined on the Organisations panel of the Solution Explorer.
- Products—Select from the products and brands defined on the Material panel of the Solution Explorer.
- Parent DOs / Child DOs—Whether to search for parent despatch orders (PDOs) or for child despatch orders (CDOs). If set to PDOs, the search results include standard despatch orders (DOs), split parent despatch orders (SPDOs) and consignment parent despatch orders (CPDOs). If set to CDOs, the search results include CDOs of aggregated parent despatch orders (APDOs) and CDOs of CPDOs. See Parent and Child Despatch Orders.
Note: APDOs cannot be loaded onto a despatch. Neither can the CDOs of SPDOs.
- To include a text string in the search criteria:
- Select the method to Search By from Despatch Order, Contract, Organisation, Product and Despatch Order Status.
- Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
- Click Search.
Note: If the Despatch Order status definition exists, only despatch orders with a status that is defined as selectable display.
- Check Selected for the despatch order to add to the lot despatch. Multiple despatch orders can be selected if required.
- Click OK.
The despatch order is added to all despatches assigned to the lot despatch. The despatch order is also associated automatically with any loading or unloading transactions on the despatches.
Note: If additional despatches are assigned later to the lot despatch, the despatch order is also added to those despatches automatically. If a despatch is unassigned from a lot despatch, the despatch order can optionally be removed from the despatch. If the despatch order is removed from the despatch, it is also removed from any loading/unloading transactions and despatch loading/unloading plans.
- Click Save.