Transport Request

A Transport Request is the planning document in Shipper TMS.

It answers four questions:

  • what must be moved,
  • from where,
  • to where,
  • and when.

Use a Transport Request before you build the trip in a Transport Order.

Transport Request example showing load point, unload point, and route actions

Before you start

Make sure that:

  • TMS Setup has Transport Request Nos. filled.
  • The source document has eligible item quantities that are not already fully assigned to transport.
  • Unposted sales, purchase, and transfer documents are Released before you create requests from them.
  • The request has Load Date And Time and Unload Date And Time before you release it.
  • Map locations or complete addresses exist if you want route display, distance, or duration.

What a Transport Request contains

A Transport Request can contain:

  • source document lines,
  • shipper and consignee information,
  • load and unload dates,
  • route and route sequence,
  • transportation condition,
  • calculated totals such as weight, volume, footage, and estimated logistic units.

How requests are created

Method Use it when
Automatic creation from released documents TMS Setup is configured to create requests during document release
Create Transport Request on a source document The remaining eligible quantities should become requests immediately
Transport Request Planning You need partial quantities or several requests from one document
Get Source Documents on a request You want to add more released source lines to an Open request
Document lists You want to create requests for several documents in bulk

For supported document types, see Source Documents.

Statuses

Status Meaning
Open The request can still be prepared and adjusted
Released The request is ready for planning
Assigned The request is assigned to a Transport Order

Allowed status movement is:

Open -> Released -> Assigned
Released -> Open

Important rules

  • Only Released requests can be assigned to a Transport Order.
  • A request in Assigned status is already assigned to a Transport Order and is no longer freely editable or available in the planning pool.
  • If the request is removed from the Transport Order, it can return to Released.
  • For unposted source documents, manual creation from the document card requires the source document to be Released.

Before you release a request

Use this checklist before choosing Release:

Check Why it matters
Load Date And Time is filled Required before the request can become available for planning
Unload Date And Time is filled Required before the request can become available for planning
Source lines and quantities are correct Released requests are what planners see in load-building pages
Shipper and consignee addresses are correct Route, distance, warehouse, and map behavior depend on these values
Transportation condition is correct when used Conditions can affect splitting, compatibility, and compartment planning

Transport Request created from source document

How to work in this window

  1. Review the General section and confirm the request status.
  2. Review Shipper and Consignee.
  3. Fill or adjust load and unload date/time values while the request is still Open.
  4. Review Lines.
  5. If you need to add more source lines, choose Get Source Documents while the request is Open. The selected released source lines are added to the request.
  6. If map locations are filled, choose Show Route. The route opens on the configured map provider.
  7. Choose Transport Time & Distance to calculate distance and duration. The request stores the distance and transport duration returned by the map provider.
  8. Choose Estimate when logistic unit estimation should be rebuilt.
  9. Choose Release when the request is ready for planning. The status changes to Released and the request becomes available for Transport Order planning.
  10. Choose Assign to Transport Order when you want to place this request into an existing Transport Order. The request status changes to Assigned after it is added to the selected order.
  11. If the request is already assigned, choose Show Transport to open the related order.

What changes after assignment

After a request is assigned to a Transport Order:

  • the request leaves the general planning pool;
  • the request status is shown as Assigned;
  • the Assigned To field points to the linked Transport Order;
  • most request changes must be made by changing the Transport Order plan or by removing the request from the order first.

Use the list page when you want to release, reopen, or assign multiple requests at the same time.

Useful actions

Action Available when Result
Get Source Documents Request is Open Adds eligible released source document lines
Show Route Endpoints have map data Displays the route on the map
Transport Time & Distance Endpoints and map provider are valid Calculates distance and duration
Release Request is Open Makes the request available for planning
Reopen Request is Released and not assigned to a Transport Order Returns the request to editing
Assign to Transport Order Request is Released Assigns the request to a new or existing Transport Order
Show Transport Request is Assigned Opens the linked Transport Order
Estimate Request has lines Rebuilds estimated logistic units

Typical workflow

  1. Create the request from a source document.
  2. Review addresses, route, dates, and totals.
  3. Release the request.
  4. Assign it to a Transport Order directly or through a planning tool.

Troubleshooting

Problem What to check
Release fails Fill Load Date And Time and Unload Date And Time.
Get Source Documents is unavailable The request must be Open.
The request does not appear in planning pages Only Released requests are available for planning. A request in Assigned status is already assigned.
Assign to Transport Order is unavailable The request must be Released.
Show Route fails Check shipper and consignee map locations, coordinates, and map provider setup.
Distance or duration is empty Configure a map provider and verify that both route endpoints can be geocoded.
You cannot delete the request Requests in Assigned status must be removed from the Transport Order first.