View and modify shipping information

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View and modify shipping information

In Tekla EPM Go, you can view the shipped and unshipped loads in a job, add loads, modify the material items on loads, create and view bill of lading reports, ship loads, and return shipped items.

  1. On the homepage, scroll to the job whose shipping information you want to view and modify.
  2. Tap Open Project.

    The job information view opens.

  3. Do any of the following:
    • At the top of the page, tap Shipping Status.
    • In the Shipping Status box, tap View.

    The shipping destinations in the current job are shown.

    You can see the quantity and weight of the items that are required to be shipped to the destination, the items that have already been shipped, and the items that remain to be shipped.

  4. Scroll to find the destination whose loads you want to view and modify.
  5. Tap the button.

The loads that have been shipped to the current destination are shown.

To view loads that have not yet been shipped or that have been returned, tap the Show unshipped loads button. To hide these loads, tap the Hide unshipped loads button.

Add a load

  1. Tap the Show unshipped loads button.
  2. Tap the Add button.
  3. Type the load number, trailer number, carrier, and load capacity.
  4. If the load has an intermediate shipping location and needs to be returned to the jobsite, select the To Be Returned check box.
  5. Tap Add Load.
  6. Tap Confirm.

The load is added to the list of unshipped loads. You can now add material items to the load.

Add items to a load

  1. In the list of unshipped loads, scroll to the load whose materials you want to modify.
  2. Tap the Material button.

    The material items on the load are shown.

    Items can be pre-assigned to a load in the Tekla EPM desktop application. If items have been pre-assigned to the selected load, they are shown in the load view. You can easily load the pre-assigned items by clicking the Load button next to the items.

  3. Do any of the following according to your needs:

    To

    Do this

    Add a single item

    1. Tap the Add button.

    2. Tap the Main Mark and Sequence lists to select the main mark and sequence of the item.

    3. Type the quantity of pieces that you want to add.

    4. Tap the Add button.

    5. Tap Confirm.

    Add a batch of items

    1. Tap the Add Batch button.

      You can see a list of the items that can be added below the Update All section at the top of the page.

    2. If necessary, set a filter that only shows the items that you want to add to the load.

      For more information on filters, see Set and clear filters.

    3. In the Update All section at the top of the page, do any of the following:
      • To add the maximum quantities of all items on the load, tap the Max Qty button, and tap Confirm.

      • Type the desired quantity in the Qty field.

    4. Tap the Date Of Shipment field and modify the shipping date according to your needs.

    5. To add the items to the load, tap Update.

    The added items disappear from the list of items that can be added to the load.

    Repeat steps a to e to add all necessary items to the load until the trailer is at its capacity. You can see the weight of the items on the load and the trailer capacity at the bottom of the Update All section.

    Add additional items

    Additional items can be any miscellaneous items without main marks, such as bolts.

    1. Tap the Add Additional button.

    2. Type the quantity of additional items, the weight per item and the description of the additional items.

    3. If necessary, type any additional notes about the additional items.

    4. Tap the Add button.

Ship a load

You cannot ship a load that does not have any material items added to it.

  1. In the list of unshipped loads, scroll to find the load that you want to ship.
  2. Tap Ship!
  3. To ship the load, tap Confirm.

View or print the bill of lading

  1. Scroll to find the shipped load whose bill of lading you want to view.
  2. Tap the Material button.

    The materials on the load are shown.

  3. Tap the Get BOL button.
  4. Tap the Report list and select the report that you want to create.
  5. According to your needs, select or clear the Include cover sheet, Include notes, and Show logo check boxes.
  6. Tap Make it!

    A PDF version of the bill of lading report is downloaded onto your device.

  7. Open the report to view or print it according to your needs.

Cancel shipping a load

If you need to modify a load that has already been marked as shipped, you can cancel shipping the load.

  1. Scroll to find the load whose shipping you want to cancel.
  2. Tap the Un-Ship! button.
  3. To cancel shipping the load, tap Confirm.

Return shipped items

Use the Return command to return items that have been shipped to an intermediate destination and will later be added to another load. When you return the items, you can load the items on another load to with other items located in the shop.

  1. Scroll to find the load on which you want to return items.
  2. Tap the Material button.

    The materials on the load are shown.

  3. Scroll to find the item that you want to return, or set a filter that only shows the desired items.

    For more information on setting filters, see Set and clear filters.

  4. Tap the Return button.
  5. In the Quantity to Return field, type the number of pieces that are returned.
  6. Tap the Return button.
  7. Tap Confirm.

The selected number of pieces can now be added to another load.

If you need to cancel returning an item, tap the Un-Return button and type the quantity of pieces whose returning you want to cancel.

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