Configure Transport Workflows

Use Transport Settings and Delivery Method to decide which work enters planning, when it becomes available and who may post stock at a handover. Configure these before generating live demand.

Set operating units first

Enable Transport Settings and choose the default weight, volume and distance UOMs used for planning. Item quantities still retain their requested UOM. Keep measurement units consistent across loads that will share an allocation; an unconfigured conversion or incompatible units can prevent combining them.

Choose supported demand sources

In Transport Demand Sources, add the source documents your operation uses:

• Sales Order for customer delivery demand.
• Material Request, limited to Material Transfer requests, for depot movements.
• Purchase Order for company-arranged supplier collections.
• Return Request for supported depot-return planning.

For each row, choose whether it is enabled, whether creation is Manual or Automatic, whether the generated demand is automatically submitted, and any Required Workflow State. A disabled source cannot generate demand. An approval-state rule refers to the source document's actual approval state; it is not an instruction to create a new approval workflow.

Manual generation is an action on an eligible submitted source. Automatic generation follows the configured source events and approval conditions. Review generated drafts if Auto Submit Demand is off. Do not expect an unsubmitted order or a source with no outstanding quantity to create transport work.

Configure Delivery Methods

Create methods with the applicable Buying, Selling and Internal checkboxes. A method may support more than one business area. Choose Transport Arranged By: Company or Counterparty.

For company transport, choose the required workflow:

1. Transport Planning enables the demand/load planning path.
2. Vehicle Allocation requires planning.
3. Delivery Trip requires allocation.

Counterparty-arranged methods cannot require company planning, allocation or trips. A method's name does not determine its behaviour. For buying, a company-arranged method with planning off supports explicit manual demand and direct trip assignment. Do not assume every source has that same shortcut.

Agree stock posting and quality controls

• Vehicle Allocation Timing applies to the customer Delivery Note sequence: Before Delivery Notes or After Delivery Notes.
• Allow Driver to Receive Supplier Collections defaults off. When enabled, submitted supplier collection proof posts a Purchase Receipt into the linked vehicle Transit Warehouse.
• Allow Driver to Complete Depot Transfers defaults on. When disabled, warehouse staff post the End Transit receipt instead.
• Allow Unplanned Return Pickups defaults off. Enable it only if your business permits collection without prior Return Request approval.
• Require Quality Inspection for Returns requires a separate submitted standard Quality Inspection for each Return Inspection result group when enabled.
• Configure dispatch scan roles for marking Delivery Notes loaded and authorising them for dispatch.

[Screenshot: Transport Settings showing demand-source rows, allocation timing, driver posting controls and return-quality policy]

Finish with a small test for each enabled source. Also test the disabled-driver-posting path so warehouse staff know how to clear Awaiting Stock Posting.