Set up an appointment for a load

This procedure shows how to set up and plan a dock appointment for a load. This is typically done by a transportation coordinator.

  1. Go to one of the following pages, depending on whether you are setting up an appointment for an inbound or outbound load:
    • Transportation management > Planning > Inbound load planning workbench.
    • Transportation management > Planning > Outbound load planning workbench.
  2. Clear the Hide shipped and received check box.
  3. In the Loads grid, select a load that has a status of Shipped.
  4. From the Loads toolbar, select Transportation > Appointment scheduling.
  5. On the Action Pane, select New.
  6. In the Appointment rule field, enter or select a value.
  7. Select Save.
  8. Select Update status.
  9. Select Firm.
  10. Select Save.
  11. Close the page.