How Transport Records Fit Together

Use the links between records to answer three different questions: What work is required? Who is doing it? What actually happened to the goods?

Follow the business records

A stop is not necessarily one delivery

A customer delivery references a Delivery Note. A depot transfer receipt references the stock being moved. A supplier collection references a Purchase Order. Approved return pickups can also be assigned to a matching stop.

The stop identifies the place. A task identifies the action. On a mixed visit, finish each action rather than assuming that completing a delivery also completes a pickup.

Read quantities in their units

Requested quantities stay in their transaction UOM, such as Carton. The system also checks stock quantities using the item's conversion factor. Do not add quantities in Cartons, Crates and Pcs into one business total.

An inspection uses Stock UOM when returned packaging must be split into accepted and rejected groups. For example, two cartons of ten pieces can be received as two cartons and inspected as twenty pieces. The inspection must still account for the received stock quantity.

Keep history intact

Do not change an old allocation to make it look as if a replacement vehicle did the original work. Use reallocation where supported. Do not record a second receipt just because a task still looks incomplete: check its linked stock evidence first.

The Connections area and source links are the first place to investigate. A return remaining open after a trip ends is not necessarily an error; transport completion, stock receipt, inspection and commercial resolution are separate outcomes.