Use case: Plan an outbound delivery from a Sales Order

Goal

Move released Sales Order demand into transportation planning and prepare the delivery for execution.

When to use it

Use this flow for customer deliveries where Sales Order item lines must be delivered from a warehouse, shipping location, or the company address.

Sales Order source document actions for Shipper TMS

Before you start

  • The Sales Order has eligible item lines.
  • If a line has no Location Code, Company Information has a Default Map Location.
  • The Sales Order is Released.
  • Customer, ship-to, location, and company address data are complete for the endpoints you use.
  • TMS Setup has Transport Request and Transport Order number series.

Steps

  1. Open the Sales Order.
  2. Choose Create Transport Request.
  3. Open the created Transport Request.
  4. Fill load and unload date/time values if they were not defaulted.
  5. Choose Release.
  6. Open Transport Requests or Transport Request Load Planning.
  7. Create or assign the request to a Transport Order.
  8. On the Transport Order, review carrier, vehicle, driver, route stops, and charges.
  9. Release the Transport Order when planning is complete.

Expected result

  • The Sales Order is linked to a Released Transport Request.
  • The request is assigned to a Transport Order.
  • The Transport Order is ready for warehouse, carrier, document, telematics, or execution work.

What to do next

Use Carrier Selection, Warehouse Documents, or Truck Load Management, depending on how the delivery will be executed.

Common errors

Problem What to check
Create Transport Request is unavailable Sales Order status, item lines, remaining quantities, and endpoint setup
A line without Location Code fails Company Information default Map Location
A drop shipment line fails Linked Purchase Order line exists
Request cannot be released Load and unload date/time values
Request does not appear in planning Request status must be Released and not already Assigned