Create, modify, and delete job-specific shipping routes

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete job-specific shipping routes

Use the Shipping Route Maintenance dialog box to view and modify the shipping routes used for load tracking in the current production control job. You can also create new job-specific shipping routes or delete existing ones. Shipping routes can be used to send items within a job to multiple shipping destinations, including intermediate destinations, such as sending material to an external galvanizer. Items that are returned from one destination can then be shipped to another destination, if necessary.

Open the Shipping routes dialog box

  1. In the Production Control dialog box, click the Production Control ribbon tab.
  2. On the menu, select Review > Shipping Routes.

The Shipping Route Maintenance dialog box opens, displaying all shipping routes created for the current production control job.

Create a shipping route

  1. Click New.
  2. In the Shipping Route dialog box, type a description for the new shipping route.

  3. In the Join with Assembly Option list, select if and when the weight of an accessory part is included in the shipping weight of the assembly.

    The options are:

    • None: The weight of the accessory is not included in the shipping weight of the assembly. If the Jobsite destination is in the shipping route, select the None option.
    • Join with assembly for first destination: The weight of the accessory is joined to the shipping weight of the assembly for all of its destinations except for the first one.
    • Join with assembly for...: The weight of the accessory is included in the shipping weight of the assembly for the destination that you select in the Join with Assembly For list, and for any other destinations after that one.
    • Join with assembly after...: The weight of the accessory is included in the shipping weight of the assembly for all destinations after the destination you select in the Join With Assembly After list.
  4. To adjust the destinations in the shipping route, do any of the following:

    To

    Do this

    Add a new destination

    1. Click Add.

    2. In the Destination Group field, do one of the following:
      • To create a new destination group, type a description for it in the Destination Group field.

      • To modify an existing destination group, click the arrow on the right side of the Destination Group and select a destination group.

      Destination groups provide a list of available destinations and are often best used by containing all the similar destinations in a single group. If shipping tickets are required from a destination back to the shop, it is recommended not to use the shop as an additional group because that location is already assigned a function, and using the shop as a group may cause confusion.

      Note that you cannot modify the firms in the Jobsite destination group.

    3. Modify the firms in the destination group according to your needs:
      • To add a firm, click Add Firm, select the firm type and firm name, and click OK.

        You can only select firms that are already saved in the Address Book.

      • To remove a firm from the destination, click the firm, click Remove Firm, and click Yes to confirm deleting the firm.

      • To set a firm as the primary firm, click the firm, and click Set Firm as Primary.

        The primary firm will have the remaining totals reported against it in production statuses, production control reports, and project summary reports. However, parts assigned to the shipping route can be shipped for any of the firms that you have added.

    4. Click Save Destination.

    Modify a destination

    1. In the Destination list, click the destination that you want to modify.

    2. Click Properties.

    3. Modify the firms of the destination according to your needs.

    4. Click Save Destination to update the destination.

    Remove a destination from the shipping route

    1. In the Destination list, click the destination that you want to remove from the shipping route.

    2. Click Delete.

    3. In the confirmation dialog box, click Yes to remove the destination from the shipping route.

    Note that the shipping route can have any number of destinations, or no destinations at all. If the Jobsite destination is present, it is always the last destination on the shipping route. The Jobsite destination is the Ship To address defined for each production control job in the Production Control Job Edit dialog box.

  5. To change the order of destinations in the shipping route, do the following:
    1. Click the destination that you want to move to an earlier or later position on the shipping route.
    2. Click the Move Up and Move Down buttons according to your needs.

      Repeat steps a to b for all destinations that you want to move.

  6. Click Save Route.

The shipping route is now available in the current production control job.

Copy a shipping route

Use the Copy command to create a new shipping route based on an existing one.

  1. In the list, select the shipping route that you want to use as the basis of a new shipping route.
  2. Click Copy.
  3. In the Shipping Route dialog box, type a description for the new shipping route.
  4. Modify the shipping route properties according to your needs.
  5. Click Save Route to create the new shipping route.

Modify a shipping route

  1. In the list, select the shipping route whose properties you want to modify.
  2. Click Properties.

  3. In the Shipping Route dialog box, modify the shipping route properties according to your needs.
  4. Click Save Route to save the changes.

Delete a shipping route

Note that deleting a shipping route is permanent and cannot be undone.

Job-specific shipping routes cannot be deleted if any parts are assigned to them.

  1. In the list, select the shipping route that you want to delete.
  2. Click Delete.
  3. In the confirmation dialog box, click Yes to permanently delete the shipping route.
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