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<ManualTopic ID="/baanerp/fm/onlinemanual/000059" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To subcontract freight order clusters</Title>
		<Keyword><Level1>Subcontract</Level1>
			<Level2>cluster</Level2>
		</Keyword>
	</Header>
	<AimSection><Paragraph>To subcontract the transport planning and the transportation of particular goods to a carrier, you must carry out the following procedure.</Paragraph>
	</AimSection>
	<ProcedureSection><Steps><Step><StepTitle>Generate freight order clusters</StepTitle>
				<Paragraph>The first step of the subcontracting procedure is generating freight order clusters. To generate a freight order cluster, you must select the freight order lines that you want to subcontract and run the batch process that groups these freight order lines into freight order clusters.</Paragraph>
				<Paragraph>Freight order clusters are generated in the <GUIRef href="/baanerp/fm/foc/fmfoc3200m000" role="session">Generate Freight Order Clusters (fmfoc3200m000)</GUIRef> session. For further information on how to select the freight order lines that you want to cluster and run the freight order clustering batch process, see <Link href="/baanerp/fm/foc/fmfoc3200m000" role="session">Generate Freight Order Clusters (fmfoc3200m000)</Link>.</Paragraph>
				<List><ListTitle>Freight order line conditions for clustering</ListTitle>
					<ListIntro>For a freight order line to be subcontracted, the following conditions must be met:</ListIntro>
					<ListItem>The <GUIRef href="/baanerp/fm/foc/fmfoc2101m000#fmfoc201.ldpl" role="formfield">Load Planning</GUIRef> check box must be cleared in the <GUIRef href="/baanerp/fm/foc/fmfoc2101m000" role="session">Freight Order Lines (fmfoc2101m000)</GUIRef> session. Whether this check box is selected or cleared can be controlled in various ways. For further information, see <Link href="/baanerp/fm/onlinemanual/000055" role="manual">The load planning attribute</Link> and <Link href="/baanerp/fm/onlinemanual/000067" role="manual">To set up subcontracting</Link>.</ListItem>
					<ListItem>The status of the freight order line can be <GUIRef href="/baanerp/fm/domains/foc.lnst#expc" role="enum">Expected</GUIRef> or <GUIRef href="/baanerp/fm/domains/foc.lnst#inpr" role="enum">In Progress</GUIRef>. For further information on freight order line statuses, see <Link href="/baanerp/fm/onlinemanual/000015" role="manual">Freight order statuses</Link>.</ListItem>
					<ListItem>The freight order line cannot be grouped in another cluster, regardless of the cluster status.</ListItem>
					<ListItem>To start up the clustering process, the user must be authorized for the shipping office and planning group of the freight order line.</ListItem>
				</List>
				<Paragraph>To be clustered, a freight order line must meet all of these conditions. Freight order lines that could not be clustered in a particular clustering batch-process run are listed in a report. Reports are run if the <GUIRef href="/baanerp/fm/foc/fmfoc3200m000#print.report" role="formfield">Reports</GUIRef> check box is selected in the <GUIRef href="/baanerp/fm/foc/fmfoc3200m000" role="session">Generate Freight Order Clusters (fmfoc3200m000)</GUIRef> session.</Paragraph>
			</Step>
			<Step><StepTitle>Actualize freight order clusters</StepTitle>
				<Paragraph>When a freight order cluster is finalized, you can actualize the cluster to indicate that the cluster is ready to be offered to the carrier and the subcontracting order can be printed.</Paragraph>
				<Paragraph>To actualize a freight order cluster, a carrier and a transport means group must be entered for the cluster. Carriers and transport means groups can be added to the freight order clusters as follows:</Paragraph>
				<List><ListItem>Carriers and transport means groups are inserted in the freight order or freight order lines on which the clusters are based.</ListItem>
					<ListItem>Carriers and transport means groups are selected during the freight order clustering process.</ListItem>
					<ListItem>Carriers and transport means groups are manually inserted in the freight order clusters after the freight order clustering process.</ListItem>
				</List>
				<Paragraph>Freight order clusters are actualized in the <GUIRef href="/baanerp/fm/foc/fmfoc3210m000" role="session">Actualize Freight Order Clusters (fmfoc3210m000)</GUIRef> session. If a freight order line related to a cluster line has a Bill of Materials (BOM), the components are added to the cluster line when the cluster is made <GUIRef href="/baanerp/fm/domains/foc.clst#actl" role="enum">Actual</GUIRef>.</Paragraph>
				<Paragraph>Before you print the final version of the subcontracting instructions for a cluster (see next step), SSA ERP recommends that you use the <GUIRef href="/baanerp/fm/foc/fmfoc3100m000#undo.actual" role="formcommand">Undo Actualize</GUIRef> option and rerun the clustering process to include any new freight order lines in the cluster, and to remove changed freight order lines from the cluster.</Paragraph>
				<Paragraph>Changes in the originating orders and order lines result in new freight orders and/or freight order lines being created if, after the changes, the freight order lines no longer match the properties of the cluster. New freight order lines are not clustered, and changed freight order lines are removed from the cluster. To include the most recent freight order lines in the subcontracting order, you must rerun the clustering process. The <GUIRef href="/baanerp/fm/foc/fmfoc3100m000#fmfoc300.chgd" role="formfield">Cluster Changed</GUIRef> check box indicates whether cluster lines have been added or removed, and does not provide information on new freight order lines that have not yet been clustered. For further information, see <Link href="/baanerp/fm/onlinemanual/000066" role="manual">How freight order and originating order changes affect clusters</Link>.</Paragraph>
			</Step>
			<Step><StepTitle>Print subcontracting instructions</StepTitle>
				<Paragraph>For freight order clusters that have the <GUIRef href="/baanerp/fm/domains/foc.clst#actl" role="enum">Actual</GUIRef> status, you can print subcontracting instructions in the <GUIRef href="/baanerp/fm/foc/fmfoc3410m000" role="session">Print Subcontracting Instructions (fmfoc3410m000)</GUIRef> session. Subcontracting instructions constitute the subcontracting order for the carrier. Optionally, you can print a <GUIRef href="/baanerp/fm/domains/foc.subc#proforma" role="enum">Pro Forma</GUIRef> version before you print the <GUIRef href="/baanerp/fm/domains/foc.subc#final" role="enum">Final</GUIRef> version. You can print the <GUIRef href="/baanerp/fm/domains/foc.subc#proforma" role="enum">Pro Forma</GUIRef> version as often as you want.</Paragraph>
				<Paragraph>After the last details of the subcontracting order have been agreed upon with the carrier, you can print the <GUIRef href="/baanerp/fm/domains/foc.subc#final" role="enum">Final</GUIRef> version. When the <GUIRef href="/baanerp/fm/domains/foc.subc#final" role="enum">Final</GUIRef> version is printed, the freight order cluster receives the <GUIRef href="/baanerp/fm/domains/foc.clst#subc" role="enum">Subcontracted</GUIRef> status. As with <GUIRef href="/baanerp/fm/domains/foc.subc#proforma" role="enum">Pro Forma</GUIRef> versions, you can also reprint the <GUIRef href="/baanerp/fm/domains/foc.subc#final" role="enum">Final</GUIRef> version as often as you want, but you cannot change the contents of the <GUIRef href="/baanerp/fm/domains/foc.subc#final" role="enum">Final</GUIRef> version for the same clusters.</Paragraph>
				<Paragraph>For <GUIRef href="/baanerp/fm/domains/foc.clst#subc" role="enum">Subcontracted</GUIRef> clusters, SSA ERP creates the financial transactions and the information is sent to the <GUIRef href="/baanerp/tf/acp" role="module">Accounts Payable</GUIRef> module of <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>.</Paragraph>
			</Step>
		</Steps>
		<GeneralSection><SectionTitle>EDI Messages</SectionTitle>
			<Paragraph>If an EDI relation is set up with buy-from business partner of the carrier, an EDI message is generated to notify the carrier of the subcontracting order when the final version of the subcontracting instructions is printed. An EDI message can be generated for a load with shipments and shipment lines and for a freight order cluster with freight order cluster lines.</Paragraph>
		</GeneralSection>
	</ProcedureSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000060" role="manual">How SSA ERP creates freight order line clusters</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/fm/onlinemanual/000061" role="manual">To change freight order clusters</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
