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<ManualTopic ID="/baanerp/fm/onlinemanual/000050" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To create load plans</Title>
		<Keyword><Level1>Load plan</Level1>
			<Level2>create</Level2>
		</Keyword>
		<Keyword><Level1>Freight planning</Level1>
			<Level2>create plan</Level2>
		</Keyword>
		<Keyword><Level1>Load building</Level1>
			<Level2>create plan</Level2>
		</Keyword>
	</Header>
	<AimSection><Paragraph>Load building is the core functionality of <GUIRef href="" role="manual">Freight Management</GUIRef>. The load building engine is used to create <Link href="/baanerp/fm/glossary/glossary#000028" role="glossary">load plans</Link>. For further general information on the load building functionality, see <Link href="/baanerp/fm/onlinemanual/000097" role="manual">Introducing load building</Link>.</Paragraph>
	</AimSection>
	<ProcedureSection><ProcIntro><Paragraph>To create load a load plan, take the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle>Start the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session</StepTitle>
				<Paragraph>You can start the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session from the following locations:</Paragraph>
				<List><ListItem>The <GUIRef href="" role="manual">Freight Planning</GUIRef> menu, which you can select from the <GUIRef href="" role="manual">Freight Management</GUIRef> menu in the Web Browser.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/fm/foc/fmfoc2100m000#generate.planning" role="formcommand">Generate Plan</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/foc/fmfoc2100m000" role="session">Freight Orders (fmfoc2100m000)</GUIRef> session.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/fm/foc/fmfoc2101m000#generate.planning" role="form command">Generate Plan</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/foc/fmfoc2101m000" role="session">Freight Order Lines (fmfoc2101m000)</GUIRef> session.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#generate.plan" role="formcommand">Generate Plan</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef>.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/fm/lbd/fmlbd0120m000#fmlbd0280m000" role="form command">Generate Plan</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/fm/lbd/fmlbd0120m000" role="session">Freight Order Lines to Be Replanned (fmlbd0120m000)</GUIRef> session.</ListItem>
				</List>
				<Paragraph>For the latter sessions, the <GUIRef href="/baanerp/fm/foc/fmfoc2100m000#generate.planning" role="formcommand">Generate Plan</GUIRef> option or the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd0215m000" role="formcommand">Graphical Plan Board</GUIRef> option is only available for freight orders whose status is lower than <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef>.</Paragraph>
				<Paragraph>You must perform all of the following steps in the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session.</Paragraph>
			</Step>
			<Step><StepTitle>Add to existing plan?</StepTitle>
				<Paragraph>Select the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#replan" role="field">Add to Existing Plan</GUIRef> check box if the freight orders for which you want to create loads and shipments must be added to an existing load plan. In the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#fmlbd010.dsca" role="field">Plan</GUIRef> field, select or enter the load plan to which the new loads and shipments that you are going to create must be added.</Paragraph>
			</Step>
			<Step><StepTitle>Select planning method</StepTitle>
				<Paragraph>Select the <Link href="/baanerp/fm/lbd/fmlbd0280m000#algorithm" role="field">Planning Algorithm</Link> that you want to use to create your load plan. For further information, see <Link href="/baanerp/fm/onlinemanual/000020" role="manual">Planning methods</Link>.</Paragraph>
			</Step>
			<Step><StepTitle>Select freight orders and freight order lines on which to base your load plan</StepTitle>
				<Paragraph>To select the freight orders and freight order lines for which you want to create the load plan, proceed as follows:</Paragraph>
				<ProcedureList><ListItem>Select the <Link href="/baanerp/fm/lbd/fmlbd0280m000#sofc.f" role="field">Shipping Office</Link> of the freight orders on which you want to base your load plan. The freight orders of a load plan must belong to the same <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#sofc.dsca" role="field">Shipping Office</GUIRef>. To perform load building, the user must be authorized to use the selected shipping office.</ListItem>
					<ListItem>Select the <Link href="/baanerp/fm/lbd/fmlbd0280m000#cplg.f" role="field">Planning Group</Link> of the freight order lines on which you want to base your load plan. To perform load building, the user must be authorized to use the selected planning group. As described in <Link href="/baanerp/fm/onlinemanual/000037" role="manual">Freight order grouping</Link>, a shipping office can have more than one planning group. The freight order lines of the freight orders that are allocated to the shipping office can be allocated to any of the planning groups of the shipping office. Your load plan will only be based on freight order lines that are allocated to the planning group that you select in the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session.</ListItem>
					<ListItem>Select the range of freight orders on which you want to base your load plan. You can select from the freight orders that belong to the selected shipping office. By default, the range of freight orders is set to all freight orders. This means, that SSA ERP selects all freight orders of the selected shipping office and planning group to create the load plan.</ListItem>
					<ListItem>Select <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#orno.f" role="field">Freight Order</GUIRef> lines. If you selected one freight order in the previous step, you can specify the freight order lines of the freight order that you want to plan. By default, the range of freight order lines is set to <GUIRef href="" role="manual">All freight order lines</GUIRef>. <List><ListTitle>Note</ListTitle>
							<ListIntro>You can perform load building for freight order lines if the freight order lines meet the following criteria:</ListIntro>
							<ListItem>The <GUIRef href="/baanerp/fm/fmd/fmfmd0165m000#fmfmd065.ldpl" role="formfield">Load Planning</GUIRef> check box is selected for the freight order lines or for the entities that are linked to the freight order lines, such as transport types, transport means groups, and so on.</ListItem>
							<ListItem>The freight order lines are not blocked.</ListItem>
							<ListItem>The freight order line status is <GUIRef href="/baanerp/fm/domains/foc.lnst#expc" role="enum">Expected</GUIRef>, <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="enum">Planned</GUIRef>, or <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>.</ListItem>
							<ListItem>The latest load date of the freight order lines is later than the SSA ERP system date.</ListItem>
							<ListItem>The loading and unloading addresses are available according to their calendar in the period defined by the loading and unloading <Link href="/baanerp/fm/glossary/glossary#000072" role="glossary">time windows</Link>.</ListItem>
						</List>
					</ListItem>
					<ListItem>Select the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#status.f" role="field">Status</GUIRef> range of the freight orders on which to base the load plan. Freight orders with statuses within the selected range are included in the load plan. You can select the <GUIRef href="/baanerp/fm/domains/foc.lnst#expc" role="enum">Expected</GUIRef>, <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="enum">Planned</GUIRef>, and <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> statuses. By default, the range of <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#status.f" role="field">Status</GUIRef> in these fields is from <GUIRef href="/baanerp/fm/domains/foc.lnst#expc" role="enum">Expected</GUIRef> to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>.</ListItem>
					<ListItem>Select <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#load.date.f" role="field">Planned Load Date</GUIRef> and <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#unload.date.f" role="field">Planned Unload Date</GUIRef>. Freight orders with load dates and unload dates within the selected range are included in the load plan. By default, the planned load date and planned unload date ranges are set to all dates in these fields.</ListItem>
				</ProcedureList>
			</Step>
			<Step><StepTitle>Select planning options</StepTitle>
				<List><ListIntro>The following planning options are available:</ListIntro>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#replanning.method" role="field">Replanning of Freight Orders</GUIRef>
					</ListItemHead>
					<ListItem>For further information, see <Link href="/baanerp/fm/onlinemanual/000046" role="manual">To replan changed Actual freight orders</Link> and <Link href="/baanerp/fm/onlinemanual/000047" role="manual">Replan separately or include in Planned freight orders</Link>.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#date.detr" role="field">Shipment Planned Dates Based On</GUIRef>
					</ListItemHead>
					<ListItem>For further information, see <Link href="/baanerp/fm/onlinemanual/000041" role="manual">To use the planned date determiner options</Link>.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#carrier.selection" role="formfield">Carrier Selection Criterion</GUIRef>
					</ListItemHead>
					<ListItem>This field enables you to specify whether the load building engine must search for the fastest, the cheapest, or the shortest option for transporting the goods listed in the loads and shipments of the load plan. Shortest means that the carrier that travels the shortest distance to deliver the goods to the unloading addresses will be selected. For further information, see <Link href="/baanerp/fm/lbd/fmlbd0280m000#carrier.selection" role="fieldhelp">Carrier Selection Criterion</Link>.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#fm.fmlp" role="field">FM Leading Load Plan</GUIRef>
					</ListItemHead>
					<ListItem>If you select this option, changes made by <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> to loads and shipments created by <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> are checked by <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>. For example, if <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> wants to move a shipment created by <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> to another load, <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> performs a check on several data of the load and the shipment, such as the loading capacity of the transport means group of the load, whether the transport type of the load and the shipment match, and so on.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#mot.multi.plan" role="field">Allow Means of Transport in Multiple Plans</GUIRef>
					</ListItemHead>
					<ListItem>For further information, see <Link href="/baanerp/fm/onlinemanual/000043" role="manual">Means of transport selection</Link>.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#additional.costs" role="field">Calculate Additional Costs</GUIRef>
					</ListItemHead>
					<ListItem>If you select this option, additional costs are calculated if additional costs apply to any of the freight orders of the selected freight order range. For further information, see <Link href="/baanerp/fm/onlinemanual/000027" role="manual">To allocate additional costs</Link>.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#planning.log" role="field">Detailed Planning Log</GUIRef>
					</ListItemHead>
					<ListItem>If you select this option, additional information about the load plan is generated while the load plan is created. This information includes details of the steps taken by the load building engine to create the plan, and any errors that took place during this process.</ListItem>
					<ListItemHead><GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#log.report" role="field">Reports</GUIRef>
					</ListItemHead>
					<ListItem>If you select this option, a standard report on the load plan is generated.</ListItem>
				</List>
			</Step>
			<Step><StepTitle>Start the load building process</StepTitle>
				<Paragraph>After you select freight orders and additional options, click <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#generate.planning" role="form command">Generate</GUIRef> to start the load building process.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000097" role="manual">Introducing load building</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000024" role="manual">Load plan, load, and shipment statuses</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000015" role="manual">Freight order statuses</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000019" role="manual">The load building process</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
