Plan Demand and Build Loads

Use a Transport Load to group selected Transport Demand quantities that will move together. Creating a load does not move stock or reserve a particular physical vehicle.

Make demand available

Start from an eligible submitted Sales Order, Material Transfer Material Request, company-arranged Purchase Order or supported depot Return Request. The source must be enabled in Transport Settings and meet its approval and Delivery Method requirements.

Use Create → Transport Demand when the source is configured for manual creation; with automatic creation, review the generated demand. Submit draft demand before planning it. Demand is generated from the source's remaining work, not entered as an unrelated transport item list.

One source can generate several demands where its destinations, origins, dates or customer grouping require separate legs. Keep the source links intact. Buying, Selling and Internal describe the business context; Movement Type distinguishes Customer Delivery, Warehouse Transfer and Supplier Pickup.

Create a load from a demand

1. Open the submitted Transport Demand and choose Create → Transport Load.
2. Review the popup. Available items start selected, and Quantity to Load starts at the remaining available amount in the requested UOM.
3. Uncheck items that will not travel and reduce quantities for a partial load. Do not exceed the available balance.
4. Create the draft load. Review the included rows, dispatch date, warehouse and transport requirements, then submit when ready.

Draft loads reserve quantities. Submitted loads allocate them. Cancel or remove an abandoned draft reservation instead of creating duplicate demand. The available balance also considers posted stock so a transfer already issued against a Material Request is not subtracted twice.

Plan several demands together

Open Dispatch Planning, set company and relevant dates, and switch between Customer Orders, Depots and Suppliers. Select demand and item quantities, then create a load. Customer planning also offers load suggestions and resource information; suggestions remain subject to compatibility and capacity validation.

Keep different movement types in separate loads. Depot return pickups and ordinary outbound depot transfers also use separate loads. Supplier loads must share the supplier, pickup address and Delivery Method. Separate compatible loads can share an allocation; the allocation checks company, Delivery Method, cargo compatibility and combined capacity.

A Material Request's source warehouse is a preference. It may remain unknown on demand and can be chosen on the draft load. A warehouse-transfer load needs a valid loading warehouse before submission, different from its destination. For depot returns, the known custody warehouse must be respected. Supplier loads use the supplier's external address, not an invented company source warehouse.

Understand progress

Reserved means draft load commitments cover the demand; Allocated means submitted load commitments cover it; Partially Allocated means only part is committed. Customer demand also has dispatch/delivery outcomes. Allocation status is not a receipt or proof of complete delivery.

[Video: Selecting Transport Demand items, reducing one quantity, creating a draft Transport Load and checking the remaining demand]

Continue with Allocate Vehicles and Dispatch.