How to: Create Pickup Loads

You can create a pickup load to streamline the retrieval of purchase orders at vendor locations. Multiple purchase orders can be assigned to a single pickup load, which can then be printed and distributed to a driver to provide instruction as to where these orders can be retrieved.

To create a pickup load

  1. In the Search box, enter Pickup Loads, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. In the No. field, you can press the Enter key to select the next available number.
  4. Fill in the Location Code field.
  5. Fill in the other fields on the header. Create a link between the Pickup Load and the Delivery Trip by selecting the DT-code here. This will put up a flag on the Delivery Trip Header that a Pickup Load is linked to the Delivery Trip. A report can then be created to integrate the Delivery Sheet and the Pickup Sheet if this is needed.
    Also note that the carrier field cannot be changed once a Delivery Trip is linked. It's value is derived from the Delivery Trip header, from the field "Shipping Agent Code".
  6. Select the first line on the Lines FastTab and open the a list of purchase orders from the Purchase Order No. field.

The Purchase List window displays any purchase orders that have the same location as the pickup load.

  1. Select the desired purchase order, and then choose the OK button to copy it to the pickup load line.

You can not copy a purchase order if it does not have an assigned pickup location code.

  1. Assign additional purchase orders on subsequent lines.
  2. Determine the sequence in which purchase orders should be picked up by entering values in the Sequence No. field.