Create, modify, and delete loads

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete loads

In the Loads dialog box, you can create new truck loads for the current production control job, assign materials to loads, and select shipping routes. You can also modify and delete existing loads according to your needs.

Note that items and main marks can be shipped to multiple destinations.

To access the Loads dialog box, do the following:

  1. In the Production Control dialog box, click the Production Control ribbon tab.

  2. On the menu, select Load Tracking.

Add a new load

  1. Click New Load.
  2. On the Details tab of the Load Properties dialog box, modify the load properties.
    Note:

    The available field are set in the Load Tracking Settings dialog box. There may be additional fields that are not listed in the following table. For more information, see Define load tracking settings.

    Option

    Description

    From

    The initial location of the load. The available locations are set in Shipping Route Maintenance.

    Click the arrow on the right side of From field and select an option in the list.

    Destination Group

    The available destinations for the load. The available destinations are set in Shipping Route Maintenance.

    Click the arrow on the right side of Destination Group field and select a destination in the list.

    Load #

    The number of the load.

    If necessary, type a new number in the Load # field.

    Trailer #

    The trailer number. The available trailers are set in the Load Tracking Settings dialog box.

    Click the arrow on the right side of Destination Group field and select an option in the list, or type the trailer number directly in the Trailer # field.

    Carrier

    The carrier of the load. The available carriers are set in the Load Tracking Settings dialog box.

    Click the arrow on the right side of Carrier field and select an option in the Carrier list, or type a carrier name directly in the field.

    Capacity

    The weight capacity.

    Tekla EPM automatically adds the information according to your other selections on the Details tab.

  3. On the Top Text tab, add top text to shipping tickets.
  4. Click Save.

The load is added to the list in the Loads dialog box. Next, you need to add materials to the load.

Pre-assign or add materials to a load

Note that only material that is available in the From location of the load and is assigned to the next destination group can be added to a load.

Material items can also be pre-assigned to loads without actually loading the items.

  1. In the list, click the load to which you want to add material.
  2. Click Add Material.
  3. In the Loads - Add Material dialog box, click the arrow buttons to move the materials that you want to load to the Included list.
  4. To only add some pieces of the item to the load, select a material in the Included list and type the number of pieces to be loaded in the Qty field.
  5. If necessary, modify the load number and loading date.
  6. If you only want to pre-assign material items to the selected load and not actually load the items, clear the Load on Assign check box in the lower-left corner.
  7. Click Add Material.

Ship a load

The loads that do not have a shipping date are highlighted in yellow in the Loads dialog box. To ship a load, do the following:

  1. In the list, click the load that you want to ship.
  2. Click Load Properties.
  3. Click Ship.

    If you accidentally ship a load, you can cancel the shipping by clicking Un-Ship.

  4. In the Enter Value dialog box, click the arrow on the right side of the blank field, and select the shipping date in the calendar.
  5. Click OK.
  6. If necessary, add the receiving date by clicking the arrow on the right side of the Date Received field, and select the receiving date in the calendar.
  7. If you want to create a shipping ticket, do the following:
    1. Click the Shipping Ticket button.
    2. In the Report Selection dialog box, click a shipping ticket report to select it.
    3. View, print, or export the report according to your needs.
  8. Click Save.
  9. To close the dialog box, click the Close button (X) in the upper-right corner.

Modify a load

  1. In the list, click the load that you want to modify.
  2. Click Load Properties.
  3. On the Details tab of the Load Properties dialog box, modify the load properties according to your needs.
  4. On the Top Text tab, modify the top text of shipping tickets according to your needs.
  5. On the Material tab, modify the materials in the load.
    • To add new material to the load, click Add.

      For more information, see Add materials to a load.

    • To remove a material item from the load, click the material item, click Remove, and click Yes to confirm.
    • To load a material item, click Load.

  6. On the Loaded tab, unload any material items fr by clicking Unload, and then, clicking Yes to confirm.
  7. If necessary, on the Additional tab, add additional items to the load:

    For example, a box of bolts can be added as an additional item.

    1. Click Additional on Load.
    2. Click New.
    3. Type the description, quantity, weight per item, and the total weight.
    4. Add any additional notes.
    5. Click Add.

      Repeat steps a to e for all additional items that you need to add.

  8. To change the shipping status of the load, click Ship or Un-Ship at the bottom of the dialog box.

    When shipping a load, select the shipping date and click OK.

  9. Click Save to update the load properties.

View the materials on a load

  1. In the list, click the load whose assigned materials you want to view.
  2. Click View Material.
  3. In the Loads - Material dialog box, review the assigned materials and their shipping date.
  4. Click the Close button (X) to close the Loads - Material dialog box.

View current load locations

  1. At the bottom of the dialog box, click Current Locations.
  2. In the Loads - Material Location dialog box, view the current location of each material item in existing loads.
  3. Click the Close button (X) to close the Loads - Material Location dialog box.

Delete a load

Note that deleting a load is permanent and cannot be undone.

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