Operational Planning

Create Appointment

This page is accessed via Operational Planning > Appointment Management > Dock and Yard Managers. Then select a location and run the Manage Appointments action. Then click the Create Appointment button at the bottom of the page.

The Create Appointment button opens a page that creates a shipment. That shipment is automatically scheduled for an appointment.

  1. Enter a Shipment ID.
  2. Select a Domain Name from the drop-down list.
  3. Enter a Service Provider.
  4. Select a Transport Mode.
  5. Select an Appointment Type.
  6. Enter a Pickup Location.
  7. Enter a Delivery Location.
  8. Enter an Estimated Pickup Time.
  9. Enter an Estimated Delivery Time.
  10. Enter the Total Ship Unit Count.
  11. Enter the Total Gross Weight.
  12. Enter the Total Gross Volume.
  13. Enter the Equipment Initial/Number.
  14. Enter the Equipment Group.

NoteThe Create Appointment action allows you to customize using a manager layout. The legacy version of this action does not allow customization. The legacy version is still available if you set the parameter USE LEGACY CREATE APPOINTMENT ACTION to true.
For customization, you can also create a custom action in the Actions Manager using the Action Definition ID - CREATE_APPOINTMENT_CUST and choose the manager layout in the Manager Layout ID field. 

Involved Parties

Select an Involved Party Contact for the shipment.

Reference Numbers

Use this section of the page to assign Reference Numbers.

  • Click Create.

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