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Create, edit, and execute transport orders

Transport orders (also referred to as transportation orders) are a subset of an overall kit of materials needed to build a product or assembly. A kit is normally broken down into kit groups that allow specific parts to be targeted/delivered to a particular area of the factory floor.

Using the Execute Transport Orders function, you can manually create transport orders for on-demand transport of materials or tools within the factory. With the appropriate permissions, you can generate a transport order with respect to a source, destination, list of parts (tools), and priority. 

The Transport Order window displays order information and also has options for filtering and sorting transport orders. In the window, you can also scan a transport order number and submit it for processing. There are buttons to create, edit, and execute transport orders or cancel existing orders. Additionally, there are selections to print a transport order or print the traveler for an order. Once submitted, a transport order is added to the material handling queue based on its priority.

Create a transport order

On the Transport Order tab, you can create, edit, and execute transport orders.

  1. Log into the FactoryLogix website and select Logistics.

  2. Select Execute Transport Orders on the left side of the window.

    Details about existing transport orders are displayed in a table.
     

  3. To search for a specific order, enter a transport order number on the Transport Order tab and select the Submit image-20240820-163827.png button.


    Transport Order window



  4. To view details about an existing transport order (the source stock location, the destination on the factory floor, the total number of items to be picked, and so on), select the Information image-20240820-163922.png button on the right side of the table.


    Transport Order Details dialog

     

  5. Select the New button to display the Create New Transport Order dialog.




  6. Use the Source drop-down to select a Source stock location, then select OK.

  7. Use the Priority drop-down to select the priority for the transport order (Low, Normal, or High, for example).

Note

The Priority can only be set by users with the correct permission (contact your system administrator to request permission). Priority management applied to batches, work order items, and transport orders is done in the NPI client application (NPI>System Configuration>Priority Categories) where you can create priority levels and select a color to correspond with each level. You can also manage priorities in the Production client application (see Batch Management for details about priority management and  associated permissions).

 

  1. Use the Destination drop-down to select the destination for the transport order (an area, line, or specific workstation, for example), then select OK.

  2. Under Name, enter a name or ID for this transport order that complies with your organization's standards.

Note

Unique transport order IDs are generated automatically.

 

  1. If applicable, use the Reason Code drop-down to select a reason code to associate with this transport order.

  2. Select Save to save your selections.

  3. Select items for the transport order by part number (default) using the By Part Number drop-down. Locate and select the desired part number, then select OK. (You can also select by UID—see Step 14.) As you add items to the transport order, they are displayed under Transport Order Items at the bottom of the dialog.


     

  4. When you select the By Part Number Part Number button button (the wrench), the By UID By UID button button displays to the left, allowing you to select items for the transport order by UID.


     

     

  5. Select the By UID image-20240820-164423.png button, enter the UID for the transport order, then select the Add to Transport Order Add to Transport Order button button. As you add items to the transport order, they are displayed under Transport Order Items at the bottom of the dialog.

    When you select the Add to Transport Order button, the system automatically searches the available inventory and selects the appropriate material. The UIDs are added to the transport order.

    If the amount of material at the stock resource is not sufficient to fulfill the request, you are prompted to make a decision about how to handle the material shortage: create a missing transport order and select OK or only reserve what is available. (If you select Cancel, no material reservations will be made.)




Note

Use the Start Over Start Over button button to reset the field and start your selection by part number or by UID again.

 

  1. Under Quantity, enter the quantity of items required for the transport order.

 

  1. Select the Activate button to create the transport order and set it to Active status.

  2. When you're ready to execute the transport order, select the Execute button.

Edit an existing transport order

You can edit an existing transport order on the Transport Order tab.

  1. Log into the FactoryLogix website and select Logistics.

  2. Select Execute Transport Orders on the left side of the window.

    Details about existing transport orders are displayed in a table.

  3. Select the desired transport order in the table, then select the Edit button.

 

 

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