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<ManualTopic ID="/baanerp/fm/onlinemanual/000025" xml:lang="en">
   <Header>
      <Title>Load plan, load, and shipment maintenance</Title>
      <Keyword type="header" order="d1e458763">
         <Level1>Load plan</Level1>
         <Level2>maintenance</Level2>
      </Keyword>
      <Keyword type="header" order="d1e458768">
         <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</GUIRef> must perform transport planning
		  because of its advanced planning functionality, <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> can
		  change the shipments and loads created by <GUIRef href="/baanerp/fm" role="package">Freight</GUIRef>, or
		  replace them with loads and shipments of its own. <GUIRef href="/baanerp/wh" role="package">Warehousing</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">Warehousing</GUIRef> if the originating orders have not been released to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef>. Loads
		  and shipments based on manually created freight orders cannot be processed by <GUIRef href="/baanerp/wh" role="package">Warehousing</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">Warehousing</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="option">Actual</GUIRef> or <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="manual">Expired</GUIRef>.</Paragraph>
      <Paragraph>If you change a load
		plan to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef>, the loads and shipments belonging to the load plan
		also become <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef>. Load plans that have been made <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef> are passed on to <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> for further processing. You can make load plans <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef> if
		you select <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#make.actual" role="command">Actualize Plan</GUIRef> from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="option">Actual</GUIRef> load plans. To change an <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef> load plan, you must select the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#undo.actual" role="command">Undo Actualize</GUIRef> option first. This option is
		available on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="manual">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="manual">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>
      <List>
         <ListIntro>If a load plan is <GUIRef href="/baanerp/fm/domains/foc.lnst#plnd" role="option">Planned</GUIRef>,
		  you can change the following data of the load plan:</ListIntro>
         <ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0100m000#fmlbd000.crsl" role="manual">Carrier Selection Criterion</GUIRef> check box.</ListItem>
         <ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.cadc" role="manual">Calculate Additional Costs</GUIRef> check box.</ListItem>
         <ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.expr" role="manual">Expired</GUIRef> check box.</ListItem>
         <ListItem>The setting of the <GUIRef href="/baanerp/fm/lbd/fmlbd0110m000#fmlbd010.mtmp" role="manual">Means of Transport in Multiple Plans</GUIRef> check box.</ListItem>
      </List>
      <Paragraph>You can use the <GUIRef href="/baanerp/fm/lbd/fmlbd0205m000" role="session">Clear Plans (fmlbd0205m000)</GUIRef> session to delete load plans.</Paragraph>
   </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="option">Confirmed</GUIRef> loads to <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="option">Shipped</GUIRef> or <GUIRef href="/baanerp/fm/domains/foc.lnst#cmld" role="option">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="option">Actual</GUIRef> to <GUIRef href="/baanerp/fm/domains/foc.lnst#shpd" role="option">Shipped</GUIRef> are deleted if <GUIRef href="/baanerp/wh" role="package">Warehousing</GUIRef> sets these loads to <GUIRef href="/baanerp/wh/domains/inh.plst#replaced" role="option">Replaced</GUIRef> or <GUIRef href="/baanerp/wh/domains/inh.plst#ignored" role="option">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="manual">Update Actual Load Data</GUIRef> field is set to <GUIRef href="/baanerp/fm/domains/lbd.uald#manual" role="option">Manual Replanning</GUIRef> or <GUIRef href="/baanerp/fm/domains/lbd.uald#automatic" role="option">Automatic Replanning</GUIRef>, this also applies to <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">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="option">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>
      <List>
         <ListIntro>You can change loads manually if the status of the loads is
		  not beyond <GUIRef href="/baanerp/fm/domains/foc.lnst#actl" role="option">Actual</GUIRef>. The following load data can be changed:</ListIntro>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.rtpn" role="manual">Route Plan</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cstr" role="manual">Standard Route</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/fm/lbd/fmlbd3552m000#fmlbd400.cfrw" role="manual">Carrier</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cstr" role="manual">Standard Route</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cpro" role="manual">Carrier PRO Number</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.cmtg" role="manual">Transport Means Group</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.motr" role="manual">Means of Transport</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.eamt" role="manual">Estimated Freight Cost</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.ifbp" role="manual">Invoice-from BP</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.ifbp" role="manual">Invoice-from BP</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="manual">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="manual">Payment Method</GUIRef> and
		the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="manual">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="manual">Payment Method</GUIRef> and
		the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="manual">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="option">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="option">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="option">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="manual">Payment Method</GUIRef> and
		the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="manual">Transport Type</GUIRef> of
		the new freight order or order line must match the <GUIRef href="/baanerp/fm/lbd/fmlbd4100m000#fmlbd400.pamy" role="manual">Payment Method</GUIRef> and
		the <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="manual">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="manual">Payment Method</GUIRef> and <GUIRef href="/baanerp/fm/fmd/fmfmd0140m000#fmfmd040.ttyp" role="manual">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="option">Completed</GUIRef> load plans and loads are set to <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="option">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="option">Closed</GUIRef> as
		well. <GUIRef href="/baanerp/fm/domains/foc.lnst#clsd" role="option">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>