Create transport order on the Board tab

In the Board tab, transport orders can be quickly created using existing transport order templates. The transport order templates are each displayed as a tile with the most important information.

Transport order templates can be created, edited and managed under TO templates.

Prerequisites

• Transport management administrator or Transport management logistics planner or Transport management shopfloor associate role
• At least one transport order template has been created.
  Creating or Editing a New TO Template

Procedure

1. In the Material flow > Transport orders menu, call up the Board tab.

   

2. Filter by transport order templates if necessary.
   Board tab: Filter transport order templates for a transport order
3. To create a transport order based on a transport order template, click the desired transport order template.

   

   All data of the transport order template can be changed as required. Additional information can be displayed and modified under Show more.

4. Adjust the data of the transport order template if necessary.
5. To save and print a label for the transport order in PDF format, activate the Print checkbox.
6. Use Save to create the transport order.
   • If the Print checkbox has been activated, the file manager appears.
   • Save the PDF file to the desired location or open it and print it if necessary.

The transport order has been created and appears on the Overview tab in the transport orders table.

• To create a transport order without a transport order template, continue with Create transport order in the overview tab.