Use the following as a guide to working with the Load Building screen.


A

Calendar Selection Pull-down

Select either the Scheduling or Load Building calendar.

B

New Load

Provides quick access to the Main Menu, Tools, Reports, Dashboard, Location, Settings, and Notifications for the active module.

C

Left Menu

Display or hide the left menu.

D

Toolbar

Tools for working with the active module.

E

Right Menu

Display or hide the calendar.

F

Calendar

Provides a quick view of when items are scheduled for fabrication and shipping.

G

Load Overview

Provides a quick overview of the load.

Toolbar Buttons

Exit

Close the screen. Return to the previous screen. If you made changes, you will be prompted to save.

Save

Save screen data without clearing.

Finish

Save and clear the screen. 

Clear

Clear the screen. If you made changes, you will be prompted to save.

Delete

Delete the current load.

Load Information

Load is a required field. Other fields are optional, but, at a minimum, Carrier and Trailer should be completed; without these fields, you will not see a picture or the maximum trailer weight while you are scheduling your loads. 

Load

Unique identifier for the load. 

Valid Entires: 

  • New load: click Add to have the system automatically assign a load ID or type a unique ID up to 10 characters. 
  • Existing load: Click Lookup to select the load from list or type the load ID. 

Carrier

Company that will handle the transport of the load. Examples: Our Truck, ABC Transportation, or Customer Pickup.

Valid Entries: Carrier defined in your Environment Tables (Scheduling > Carriers). 

Trailer

Trailer that will transport the load to its destination. If defined, the trailer picture displays next to the field. 

Valid Entries: Trailer defined in Environment Tables (General > Trailers). 

Load Symbol

Symbol that displays on Load tag and Load Building Report to ensure that all materials stay together and other materials do not get mixed.

Valid Entries: Any shape, number, or letter available through the Shape and Color Palette Window. Click the block next to Symbol to select a color.

Load Status

The status of your load. 

Valid Entries: Open, Loaded, or Shipped. If you use aSa Load Tracking, the load is automatically updated to Shipped when you scan the load tag.

Load Comment

Enter a comment about the load that can appear on the Load Building report.

Shipped

Date the shipment left the fabricating location.

Time Shipped

Time the shipment left the fabricating location.

Delivery Date

Date the load was delivered to the jobsite. 

Valid Entries: Calendar date. Click the arrow to select a date from an on-screen calendar.

Delivery Time

Time the load was delivered to the jobsite.

Valid Entries: Time in the following format: HH:MM AM or PM.

Load Sequence

Control Code

Add bar lists to the load.

Valid Entries: Type a control code, then click Add , or click Lookup and select one or more control codes from a list. 

Load Sequence Grid

Displays a list of the bar lists included on the load. In the grid, you can:

  • edit the Stop field to indicate the delivery stop for each bar list. 
  • drag and drop rows to set the load sequence of the bar lists

Refer to Managing Bar Lists on a Load for more details.

HINT: Click on a column header to sort. Drag and drop column headers to resequence the columns. 

Summary Information

Summary information displays at the bottom of the screen:

  • Load Name
  • Weight of items currently on the load
  • Maximum capacity of the assigned trailer