In this method, you:

  • Select orders or individual items in the Scheduling grid.
  • Create a load that is automatically populated with the selected items.

To create a load:

  1. Set up the desired grid and calendar options as described in Working with the Scheduling Screen.
  2. Select Load Building from the Scheduling pull-down.
  3. Select the  fabricating location and desired ship date.
  4. In the Scheduling grid:
    • Click to select one or more orders.
      or
    • Expand an order and click to select one or more tags.
  1. In the Load Building pane, select New Load .
  2. The Load Screen displays. 

  1. In the Load field, click Add to assign a new load identifier or type a unique identifier for the load. 
  2. Use the remaining fields to set up basic load information.

Note: For a complete overview and field descriptions, refer to Load Building Screen Overview.

  1. Click OK .
    In the Load Panel, a load card displays for the load you just created:
    • The Orders grid is automatically populated based on the order (or items) that you selected. 
    • You can add additional material to the load by selecting orders or items in the grid, then clicking the Load number. Refer to Create a Load > Add Material. 
    • The system automatically builds delivery stops for you. Refer to Working with Delivery Stops.