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<ManualTopic ID="/baanerp/fm/onlinemanual/000025" 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 maintenance</Title>
		<Keyword><Level1>Load plan</Level1>
			<Level2>maintenance</Level2>
		</Keyword>
		<Keyword><Level1>Plan</Level1>
			<Level2>maintenance</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>In the <GUIRef href="/baanerp/fm/lbd" role="module">Load Building</GUIRef> module, you can maintain load plans, loads, and shipments. Load plans, loads, and shipments created by the load building engine in the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session are stored and maintained in the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session, 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. In these sessions, you can also manually create load plans, loads, and shipments.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>Although typically <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef> must perform transport planning because of its advanced planning functionality, <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> can change the shipments and loads created by <GUIRef href="/baanerp/fm" role="package">Freight Management</GUIRef>, or replace them with loads and shipments of its own. <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> might be required to change or replace loads or shipments if unexpected situations arise, such as damage to the goods, insufficient transport capacity, and so on.</Paragraph>
			<Paragraph>Shipments and loads based on freight orders that have been created from originating orders cannot be processed in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> if the originating orders have not been released to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>. Loads and shipments based on manually created freight orders cannot be processed by <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> either. The reason for this is because warehousing orders cannot be created from manual freight orders and to process loads and shipments, <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> requires warehousing orders.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>Load plans</SectionTitle>
		<Paragraph>Load plans are maintained in the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session. In this session, you can manually create new plans, modify existing plans and change the plan status to <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>If you change a load plan to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>, the loads and shipments belonging to the load plan also become <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. Load plans that have been made <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> are passed on to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> for further processing. You can make load plans <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> if you select <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#make.actual" role="formcommand">Actualize Plan</GUIRef> from the <GUIRef href="" role="menu">Specific</GUIRef> menu in the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session. You cannot change <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> load plans. 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>If you set a load plan to <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="formfield">Expired</GUIRef>, the load plan cannot be used for transportation planning. You can make a load plan <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="formfield">Expired</GUIRef> in the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000" role="session">Plans (fmlbd0110m000)</GUIRef> session.</Paragraph>
		<Paragraph>You can delete a load plan if the load plan is empty. A load plan is emptied after the loads and shipments attached to the load plan are deleted. You can also manually create empty load plans.</Paragraph>
		<Paragraph>If a load plan is <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="enum">Planned</GUIRef>, you can change the following data of the load plan:</Paragraph>
		<List><ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.crsl" role="formfield">Carrier Selection Criterion</GUIRef> check box.</ListItem>
			<ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.cadc" role="formfield">Calculate Additional Costs</GUIRef> check box.</ListItem>
			<ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="formfield">Expired</GUIRef> check box.</ListItem>
			<ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.mtmp" role="formfield">Means of Transport in Multiple Plans</GUIRef> check box.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>Loads</SectionTitle>
		<Paragraph>Loads are maintained in the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000" role="session">Loads (fmlbd4100m000)</GUIRef> session. In this session, you can manually create new loads, modify existing loads, and change the status of <GUIRef href="/baanerp/fm/domains/foc.lnst#cfrm" role="enum">Confirmed</GUIRef> loads to <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> or <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef>. In addition, you can calculate the freight costs of a load in this session.</Paragraph>
		<Paragraph>Loads with statuses ranging from <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> to <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="enum">Shipped</GUIRef> are deleted if <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef> sets these loads to <GUIRef href="/baanerp/wh/domains/inh.plst#replaced" role="enum">Replaced</GUIRef> or <GUIRef href="/baanerp/wh/domains/inh.plst#ignored" role="enum">Ignored</GUIRef>. For further information, refer to <Link href="/baanerp/fm/onlinemanual/000024" role="manual">Load plan, load, and shipment statuses</Link>. If load building or replanning is carried out for a load whose shipment lines are changed or deleted, the load is deleted. If you manually change or delete the shipment lines of a load, the load is kept. If the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.uald" role="formfield">Update Actual Load Data</GUIRef> field is set to <GUIRef href="/baanerp/fm/domains/lbd.uald#manual" role="enum">Manual Replanning</GUIRef> or <GUIRef href="/baanerp/fm/domains/lbd.uald#automatic" role="enum">Automatic Replanning</GUIRef>, this also applies to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef> loads. For further information on changes made to freight order lines and replanning, refer to <Link href="/baanerp/fm/onlinemanual/000016" role="manual">Freight order maintenance</Link> and <Link href="/baanerp/fm/onlinemanual/000017" role="manual">Load and unload date/time tolerances</Link>.</Paragraph>
		<Paragraph>You can delete loads manually if the status of the loads is not beyond <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. If you delete a load manually, a warning appears if shipments and shipment lines are attached to the load. You can ignore the warning and delete the load. The shipments and shipment lines are also deleted.</Paragraph>
		<Paragraph>You can also delete empty loads that are created manually.</Paragraph>
		<Paragraph>You can change loads manually if the status of the loads is not beyond <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. The following load data can be changed:</Paragraph>
		<List><ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.rtpn" role="formfield">Route Plan</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cstr" role="formfield">Standard Route</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd3552m000#fmlbd400.cfrw" role="formfield">Carrier</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cstr" role="formfield">Standard Route</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cpro" role="formfield">Carrier PRO Number</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cmtg" role="formfield">Transport Means Group</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.motr" role="formfield">Means of Transport</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.eamt" role="formfield">Estimated Freight Cost</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.ifbp" role="formfield">Invoice-from BP</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.ifbp" role="formfield">Invoice-from BP</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef>
			</ListItem>
		</List>
	</GeneralSection>
	<Note><SectionTitle>Note</SectionTitle>
		<Paragraph>You must not change this data if the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef> and the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="formfield">Transport Type</GUIRef> related to the carriers, route plans, and standard routes of the load do not match the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef> and the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="formfield">Transport Type</GUIRef> of the carriers, standard routes, and route plans related to the other loads of the load plan. In addition, the addresses of the standard route of the load must be within the address range of the standard routes of the other loads of the plan.</Paragraph>
	</Note>
	<GeneralSection><SectionTitle>Shipments</SectionTitle>
		<Paragraph>Shipments are maintained in the <GUIRef href="/baanerp/fm/lbd/fmlbd3100m000" role="session">Shipments (fmlbd3100m000)</GUIRef> session and shipment lines are maintained in the <GUIRef href="/baanerp/fm/lbd/fmlbd3150m000" role="session">Shipment Lines (fmlbd3150m000)</GUIRef> session.</Paragraph>
		<Paragraph>A shipment consists of a shipment header and one or more shipment lines. A shipment heading consists of some general information, such as the delivery date and the names and addresses of the ship-from and ship-to business partners.</Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/fm/lbd/fmlbd3100m000" role="session">Shipments (fmlbd3100m000)</GUIRef> session, you can manually create new shipments and modify or delete existing shipments. However, the extent to which you can modify a shipment depends on the shipment status. If the rating level is set to shipments at carrier level in the <GUIRef href="/baanerp/fm/frc/fmfrc0160m000" role="session">Carriers by Shipping Office and Planning Group (fmfrc0160m000)</GUIRef> session, you can calculate the freight costs of a shipment in this session.</Paragraph>
		<Paragraph>Shipments are deleted under the same conditions and circumstances as those described for loads.</Paragraph>
		<Paragraph>If the status of a shipment is not beyond <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>, you can change the planned load and unload date. If the changed planned unload date of the shipment is outside the loading or unloading time window of the corresponding load, the time window of the load is adjusted. You can also change the freight costs of the shipment.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Shipment lines</SectionTitle>
		<Paragraph>A shipment line includes an item, several properties of the item, such as the quantity, the price, the aggregated weight, dimensions, and so on.</Paragraph>
		<Paragraph>Component item lines for items that consist of one or more component items are added to the shipment lines when the load plan is made <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>. Load building is based on main item data, and real life shipping data is based on component item information.</Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/fm/lbd/fmlbd3150m000" role="session">Shipment Lines (fmlbd3150m000)</GUIRef> session, you can manually create new shipment lines and modify or delete existing shipments. However, the extent to which you can modify a shipment depends on the shipment status.</Paragraph>
		<Paragraph>Shipment lines are deleted under the same conditions and circumstances as those described for loads.</Paragraph>
		<Paragraph>If the status of a shipment line is not beyond <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="enum">Actual</GUIRef>, you can link another freight order or freight order line to the shipment line. However, the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef> and the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="formfield">Transport Type</GUIRef> of the new freight order or order line must match the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef> and the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="formfield">Transport Type</GUIRef> of the freight order or freight order line that you are replacing, or it must have no <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="formfield">Payment Method</GUIRef> and <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="formfield">Transport Type</GUIRef>. In addition, the departure and destination addresses must be identical or must be within the route plan or standard route. You can also change the aggregated dimensions of the item and the freight costs of the shipment line.</Paragraph>
	</GeneralSection>
	<Note><SectionTitle>Note</SectionTitle>
		<Paragraph><GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="enum">Completed</GUIRef> load plans and loads are set to <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="enum">Closed</GUIRef> when the carrier invoice is approved in the <GUIRef href="/baanerp/tf/acp" role="module">Accounts Payable</GUIRef> module of <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>. The related shipments and shipment lines are automatically set to <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="enum">Closed</GUIRef> as well. <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="enum">Closed</GUIRef> shipments and shipment lines can only be deleted if the corresponding load is deleted.</Paragraph>
	</Note>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000024" role="manual">Load plan, load, and shipment statuses</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000019" role="manual">The load building process</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
