<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/fm/onlinemanual/000024" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Load plan, load, and shipment statuses</Title>
		<Keyword><Level1>status</Level1>
		</Keyword>
		<Keyword><Level1>load building</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>Load plans, loads, and shipments go through various stages ranging from creation through execution to completion. For each of these stages, the load plans, loads, and shipments are given several statuses to indicate their progress.</Paragraph>
		<Paragraph>Load plans are created for both incoming and outgoing goods transports. If your organization buys goods from a supplier, your organization can organize the transportation of the purchased goods by agreement with the supplier. As a result, the loads and shipments planned for the supplier are incoming goods for your organization's warehouse. When your organization sells goods to a customer, your organization plans the outgoing loads and shipments that go to the customer.</Paragraph>
		<Paragraph>Load plans, loads, and shipments can obtain the following statuses:</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Planned</SectionTitle>
		<Paragraph>The initial status of load plans, loads, and shipments created by the load building engine is <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="enum">Planned</GUIRef>. If you create a load or a load plan manually, the initial status is also <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="enum">Planned</GUIRef>. All changes that you make to planned load plans, loads, and shipments, either manually or by replanning using the load building engine, do not alter the status of these load plans, shipments, or loads. Only if you make a load plan <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>, the status of the shipments and loads of that load plan changes to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Actual</SectionTitle>
		<Paragraph>If you have created a load plan that you want to process in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, you must make the plan <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> load plans are transferred to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, where the inbound or outbound procedures are started. The goods can be collected in the warehouse and loaded onto a truck (or other means of transport), or, in case of incoming goods, receipt procedures can be started. When you make a load plan <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>, the freight orders on which the load plan is based and the loads and shipments of the load plan also receive the <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> status.</Paragraph>
		<Paragraph>If the freight orders on which a load plan is based have changed, you receive a warning when you want to make the load plan <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. This warning instructs you to replan the load plan, which means make a new load plan for the freight orders, or to replan only the freight order lines that have been changed. Replanning entails deleting the shipment lines related to the changed freight order lines and re-run the planning engine for the changed freight order lines. The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.uald" role="formfield">Update Actual Load Data</GUIRef> field and the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.rpln" role="formfield">Replanning of Freight Orders</GUIRef> field in the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000" role="session">Freight Planning Parameters (fmlbd0100m000)</GUIRef> session control the way in which replanning is carried out.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>To change an <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> load plan, you must select the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#undo.actual" role="formcommand">Undo Actualize</GUIRef> option first. This option is available on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session.</Paragraph>
			<Paragraph>Shipments and loads based on freight orders that have been created from originating orders cannot be made <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> if the originating orders have not been released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>In Progress</SectionTitle>
		<Paragraph>If the warehouse has started the shipping procedures to process the loads and shipments of a load plan, the load plan receives the <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef> status. If processing is started for one of the shipment lines of the load plan, the status of the shipment line is changed to <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef>. Shipment lines that have obtained the <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef> status cannot be changed in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Confirmed</SectionTitle>
		<Paragraph>When outbound loads and shipments are actually loaded onto a truck or other means of transport in the warehouse, the loads and shipments are confirmed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. The shipments and loads receive the <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> status in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. The <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> status is passed on to <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> as well, if the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.lsta" role="formfield">Automatically Change from 'Confirmed' to 'Shipped'</GUIRef> check box in the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000" role="session">Freight Planning Parameters (fmlbd0100m000)</GUIRef> session is cleared. In that case, the <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> status appears in the following sessions:</Paragraph>
		<List><ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000" role="session">Loads (fmlbd4100m000)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd3100m000" role="session">Shipments (fmlbd3100m000)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd3150m000" role="session">Shipment Lines (fmlbd3150m000)</GUIRef>
			</ListItem>
		</List>
		<Paragraph>If the quantities of loads and shipments are changed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, these changes are reflected in the shipments and loads after they are confirmed.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Shipped</SectionTitle>
		<Paragraph>After shipments and loads leave the warehouse, they receive the <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> status in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. This status is passed on to <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. If the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.lsta" role="field">Automatically Change from 'Confirmed' to 'Shipped'</GUIRef> check box is selected in the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000" role="session">Freight Planning Parameters (fmlbd0100m000)</GUIRef> session, shipments and loads that are <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> receive the <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> status automatically in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. In the <GUIRef href="/baanerp/fm/lbd/fmlbd3252m000" role="session">Confirm Delivery / Receipt (fmlbd3252m000)</GUIRef> session, you can give the <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> status to loads and shipments that have been confirmed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> if the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.lsta" role="field">Automatically Change from 'Confirmed' to 'Shipped'</GUIRef> check box is cleared in the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000" role="session">Freight Planning Parameters (fmlbd0100m000)</GUIRef> session.</Paragraph>
		<Paragraph>When inbound <Link href="/baanerp/wh/glossary/glossary#000308" role="glossary">advance shipment notices</Link> are received in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> and passed on to <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>, the related inbound shipments and loads obtain the <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> status.</Paragraph>
		<Paragraph>If you work without <Link href="/baanerp/wh/glossary/glossary#000308" role="glossary">advance shipment notices</Link>, you can manually set shipment and loads to <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> in the <GUIRef href="/baanerp/fm/lbd/fmlbd3252m000" role="session">Confirm Delivery / Receipt (fmlbd3252m000)</GUIRef> session when the supplier notifies you of the arriving shipments and loads. You can access the <GUIRef href="/baanerp/fm/lbd/fmlbd3252m000" role="session">Confirm Delivery / Receipt (fmlbd3252m000)</GUIRef> session on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000" role="session">Loads (fmlbd4100m000)</GUIRef> session and the <GUIRef href="/baanerp/fm/lbd/fmlbd3100m000" role="session">Shipments (fmlbd3100m000)</GUIRef> session.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Completed</SectionTitle>
		<Paragraph>If outgoing shipments and loads have reached their destination and are ready for invoicing, they receive the <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef> status. You can set loads and shipments to <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef> in the <GUIRef href="/baanerp/fm/lbd/fmlbd3252m000" role="session">Confirm Delivery / Receipt (fmlbd3252m000)</GUIRef> session, which you can access on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000" role="session">Loads (fmlbd4100m000)</GUIRef> session and the <GUIRef href="/baanerp/fm/lbd/fmlbd3100m000" role="session">Shipments (fmlbd3100m000)</GUIRef> session.</Paragraph>
		<Paragraph>When inbound loads and shipments have the <GUIRef href="/baanerp/wh/domains/inh.plst#received" role="enum">Received</GUIRef> status and the receipt is set to final in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, the loads and shipments obtain the <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef> status in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Closed</SectionTitle>
		<Paragraph>If the carrier invoice and the invoice to the customer have been paid and approved in <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>, you can set the shipments and loads to <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="enum">Closed</GUIRef> in the <GUIRef href="/baanerp/fm/lbd/fmlbd4200m000" role="session">Close Loads / Freight Order Clusters (fmlbd4200m000)</GUIRef> session.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle><GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> and <GUIRef href="/baanerp/wh/domains/inh.plst#replaced" role="enum">Replaced</GUIRef></SectionTitle>
		<Paragraph>If a load or shipment receives the <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> status in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, the load or shipment and the shipment lines are set to <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. If a shipment or a load has received the <GUIRef href="/baanerp/wh/domains/inh.plst#replaced" role="enum">Replaced</GUIRef> status in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, the load or shipment and the shipment lines are set to <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. Based on the data of the new load or shipment with which the shipment or load is replaced in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, a new load or shipment is generated in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. For further information on the <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> and <GUIRef href="/baanerp/wh/domains/inh.plst#replaced" role="enum">Replaced</GUIRef> statuses in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, see <Link href="/baanerp/wh/domains/inh.plst" role="domain">Possible values</Link>.</Paragraph>
		<Paragraph>You can also set redundant shipment lines to <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef> in <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. For further information on how to set shipment lines to <GUIRef href="/baanerp/fm/domains/foc.lnst#igno" role="enum">Ignored</GUIRef>, see <Link href="/baanerp/fm/lbd/fmlbd3150m000#set.lines.to.ignored" role="commandhelp">Set to Ignored</Link>.</Paragraph>
	</GeneralSection>
	<Note><SectionTitle>Note</SectionTitle>
		<Paragraph>The loads and shipments of a load plan can have different statuses. This depends on the progress they make through the warehouse and transportation processes. For example, a shipment of a consolidated load can be delivered earlier than the other shipments of the load because the delivery address of the shipment was the first delivery address of the <Link href="/baanerp/fm/glossary/glossary#000031" role="glossary">standard route</Link> that was traveled.</Paragraph>
		<Paragraph>To statuses ranging from <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> to <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef>, the following rules apply:</Paragraph>
		<List><ListItem>The status of a shipment changes when the status of all the shipment lines of the shipment have changed.</ListItem>
			<ListItem>Similarly, the status of a load changes when all the shipments of the load have changed.</ListItem>
		</List>
		<Paragraph>A load plan can only be <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> or <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="formfield">Expired</GUIRef>.</Paragraph>
		<Paragraph>To loads and shipments with the <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> status, the following rule applies:</Paragraph>
		<Paragraph>If one of the shipment lines of a load plan is set to <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef>, the parent shipment and load are set to <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef>. The other shipment lines, shipments, and loads are not affected, as you can see in the following diagram.</Paragraph>
		<Paragraph><HTML:IMG SRC="../images/In_Progress.gif" height="288" width="360" xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40"/></Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/wh/inh/whinh4180m000" role="session">Planned Loads/Shipments (whinh4180m000)</GUIRef> session, you can view the shipments and loads of load plans that are processed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. To access the <GUIRef href="/baanerp/wh/inh/whinh4180m000" role="session">Planned Loads/Shipments (whinh4180m000)</GUIRef> session, you can select the <GUIRef href="" role="manual">Planned Loads / Shipments</GUIRef> option from the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session. The information that appears in the <GUIRef href="/baanerp/wh/inh/whinh4180m000" role="session">Planned Loads/Shipments (whinh4180m000)</GUIRef> session includes the status and the origin of the loads and shipments. Loads and shipments can be created by <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> and <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</Paragraph>
	</Note>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000102" role="manual">Freight Management in multi-site environments</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
