Create Transport Task

Explanation

A transport task is a way to inform either the truck driver or the stacker that goods need to be transferred to a different inventory location. Transport tasks are handled differently in different parts of IFS Applications. In most parts of IFS/Inventory, for example, transport tasks can be used for all kinds of goods.

Manually

You can create new transport tasks from the Transport Task window.

Note: You can also create transport tasks using the Move to New Transport Task right mouse button option in the the Transport Task, Transport Task Lines, and Handling Units on Transport Tasks window.

At Receipt

You can create a transport task in Receipt from the following windows: the Receipt window, the Move Into QA window, and the Move Into Stock window.

The creation of transport tasks is also done by triggering the Putaway function.

In Inventory

From the Transport Task window in IFS/Inventory, you can move goods between different inventory locations. Specify the part ID, any new site, and the new inventory location. There are two default moving methods from which to choose, either Move to Inventory (if the goods are being moved within the site) or Move to Transit (if the goods are being moved to a different site, or when it is known that the move will take an unusually long time).

However, when an analysis of parts is required in IFS/Quality Management, the parts cannot be moved into inventory before the analysis is confirmed.

Transport tasks can also be created via Kanban.

When creating a transport task it is possible to not only set the from-location and the to-location for the transport task line or handling unit, but also to set a forward-to location number. If a forward-to location number is entered, it will result in a new transport task when the transport task is executed. The new transport task will have the to-location from the executed transport task line or handling unit as the from-location and, the forward-to location will be the to-location for the automatically created transport task. If the Auto Assign Drop-off Location on Manual Transport Task check box is selected and a drop-off location exists between the from and to location, the to-location will automatically be changed to the forward-to location and the drop-off location will be the to-location on the transport task line or handling unit when the line is saved. Drop-off location can be defined for parts on the Warehouse Navigator/General tab on warehouse and bay level. Drop-off locations on warehouse level are used when moving a part or handling unit between two warehouses. On bay level, it is used when moving between bays within the same warehouse.

Prerequisites

The receipt line must have been entered as arrived.
When moving goods to a different site, your user name must be entered on the other site, too. Do this in the Sites per User window. The part must also be entered on the other site. This can be done by using Copy Parts to Site. However, after copying, you need to add some conditional data to the inventory part on the new site.
To move parts or handling units in project inventory to a location at a different site, that site must have been defined as an allowed site for the project in the Project window.
If the Mandatory Create Analysis check box is selected in the Quality Basic Data window, then the analysis must have been confirmed to be able to move the received quantity into the inventory location. If you try to move the items that require an analysis into an inventory location without confirming the analysis, a message will appear.
From the Aggregated tab of the transport task you can only add handling units.

System Effects

A transport task is created so that the driver of the truck or the stacker can accomplish the task. You can view the task ID in the Transport Task ID field. You can print a transport task report by using the Print Transport Task right mouse button option. However, if you are in any window other than the Transport Task window, you must first open this window.
As a result of this activity, the goods are physically moved by the truck driver. Then the truck driver, or any other relevant system user, will be able to execute the transport task.

Note: When considering the inventory and the movement of the parts or handling units, it is important to note that there are two other activities— Transfer To Project Inventory and Transfer To Standard Inventory—that are included in the scenario Transfer To/From Project Inventory. These activities result in the transfer of parts or handling units between standard and project inventory and only show whether the parts are connected to a project or not; they do not result in the physical movement of parts or handling units. Similarly the Create Transport Task activity will only move the parts or handling units between locations, without changing the connected project, if any.

Window

Receipt
Move into QA
Move into Stock
Transport Task
Quality Basic Data

Related Window Descriptions

Receipt
Move into QA
Move into Stock
Transport Task
Transport Task Lines
Handling Units on Transport Tasks
Quality Basic Data

Procedure

IFS/Purchasing, Receipt Handling

Create a transport task with Putaway in the Receipt window:

Either populate or query for the order number in question. If you have several receipts for an order, you must also select the correct receipt number.
Click the Details tab.
Select the receipt line that you want to move, right-click and then click Perform Putaway.
A transport task is created according to the Putaway rules. The Transport Task can be viewed using right-click and then click Transport Task.

Create transport tasks to move parts into a stock location in the Move into Stock window:

Either populate or query for the order number in question. If you have several receipts for an order, you must also select the correct receipt number.
Select the line that you want to move, right-click and then click Perform Putaway.
The Transport Task ID column displays the ID of the created task.

From the Transport Task/Details tab:

Open the Transport Task window and select New.
Save the transport task. The transport task receives the Created status.
Create a new line on the Details tab. A line number is displayed automatically.
In the Part No field select the part you want to move by using the List of Values.
The from location will be given by the part, to change it use the List of Values.
In the To Location No field select the to location to which you want to move the part by using the List of Values.
Select the remaining mandatory fields by using the List of Values. Using any list of value will give all remaining mandatory values except quantity.
In the Quantity field enter the quantity to be moved.
Select Save to save the information.

From the Transport Task/Aggregated tab:

Open the Transport Task window and select New.
Save the transport task. The transport task receives the Created status.
Create a new line on the Aggregated tab.
In the Handling Unit ID field select the handling unit you want to move by using the List of Values.
The from location will be given by the handling unit.
In the To Location No field select the to location to which you want to move the handling unit by using the List of Values.
Select Save to save the information.

Optional steps from the Transport Task window:

A note text can be added, right-click on the header and then click Notes.

Save the information.

A transport task report can be printed, right-click and then click Print Transport Task.