Assign a shipment to an existing load (Employee)

This task describes how to attach a shipment leg to an existing load that is still being planning (that is, still attached to a load plan).

From the Transportation Manager Web user interface:

1. Perform one of the following tasks:
   • Click Lo ad Build > Work with Plan > Shipments > Unassigned. The list of Shipments Not Assigned to Loads is displayed.
   • Display the list of optimized shipments (Employee).
2. Select a shipment leg.
3. Click Assign to Existing Load. The Assign to Existing Load screen is displayed.
4. Select a load to which you want to assign the selected shipment leg.
5. Click Submit.

OR

1. Click Load Build > Work With Plan > Loads. The List of Loads Attached to Plan is displayed.
2. Select a load.
3. Click Shipments. The Shipments Assigned to Load list is displayed. The Assigned Shipments tab is selected.
4. Click the Unassigned Shipments tab. The Shipments not Assigned to Loads list is displayed. The Assigned Shipments tab is selected.
5. Select a shipment leg.
6. Click Assign to Load.

Note: If multiple shipment legs were selected, all legs are assigned to the same load, if possible. Incompatible shipment legs (for example, conflicting commodity, freight terms, shipment consolidation class) are not assigned to the load.

From Transportation Smartbench:

Assigning shipments to an existing load may be accomplished using ONE of the following methods:

• Select one or more Shipment Leg view object and drop it on a Load view object. Use this option to move a combination of attached and unattached shipment legs to a single target load, or to move shipment legs currently attached to different source loads to a single target load.
• Select one or more Stop view object and drop it on a Load view object. Use this option to move all shipment legs currently attached to selected stops to a single target load.
• Select one or more Stop view object and drop it on a stop in a different Stop view. Use this option to move all shipment legs attached to selected stops to a different load identified using the target stop’s Load ID. Shipment Legs may be attached to stops other than the target stop.

Notes:

• An error will be displayed if assignment is not permitted.
• The action may result in the deletion of the source load when all legs are moved.
• If prompted, select an appropriate reason code.