9 Overview to Load and Delivery Confirmation

This chapter contains these topics:

9.1 Objectives

  • To confirm a load to indicate to the system which products and in what quantities have been successfully loaded onto a vehicle

  • To record test results of a bulk product before you begin load confirmation

  • To confirm the load and the delivery of products in one step

  • To confirm delivery of product to verify to the system the quantities delivered versus the quantities loaded

  • To record the disposition of remaining product during delivery confirmation

  • To perform a batch delivery confirmation when the quantity delivered equals the quantity loaded

  • To record additional sales order information for aviation and marine orders during load or delivery confirmation

  • To record additional charges to a sales order during load or delivery confirmation

  • To download trip and loading information to the gantry system

9.2 About Load and Delivery Confirm

Accurate and timely load confirmation is key to successful product transportation. You perform load confirmation to verify the quantities of product loaded, according to the specifications of the sales order or trip. The Load and Delivery Management system enables the rapid load confirmation of bulk and packaged products. The system improves inventory accuracy by:

  • Making the necessary inventory adjustments to account for temperature and density readings taken during the loading process

  • Changing the status of an order to be eligible for batch document production or automatically triggering the printing of delivery documents

  • Creating historical records of each transaction in the item ledger and preventing load confirmation if predefined requirements are not met

  • Making the necessary journal entries to the system

If you are using an automated gantry, the system automatically loads actual quantities during load confirmation of trips for bulk products. If you require product testing, you can enter results at this time.

The delivery of a product is the moment when ownership is transferred to your customer. You perform delivery confirmation to verify the quantities of product delivered, according to the specifications of the load confirmation. Delivery confirmation can be completed for all types of deliveries, such as for bulk products, packaged products, and milk run trips. You can confirm the delivery of one trip or one order at a time, or you can confirm multiple deliveries at the same time.

The Load and Delivery Management system also supports the aviation and marine industry. When you confirm load and delivery, the programs allow you to enter additional sales order information for aviation and marine orders.

Complete the following tasks:

  • Understand quality testing

  • Confirm a load by trip

  • Confirm load and delivery

  • Confirm delivery

  • Enter aviation and marine information (optional)

  • Enter additional charges (optional)

  • Download gantry information (optional)

9.2.1 Before You Begin