Executing Transportation Processes

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Create and review freight/waybill documents
  • Execute freight orders

Freight / Waybill Documents

When you are done with the subcontracting process and after you have created deliveries for the freight order, you can check the deliveries that have been created on the Document Flow tab of your freight order / booking. You can also navigate to the different business documents that are related to the freight order or freight booking from this tab.

You can also create and print freight/waybill documents for your freight orders / bookings. The formats that are supported and created as PDF-documents are CMR Waybills (Europe) and ADR Dangerous Goods (DG) Notes (Europe) for road freight orders and RID dangerous goods notes for rail freight orders. In the case of sea transport, CMR waybills (Europe), bill of lading (USA and Canada), and master bill of lading (international) for freight orders for pick-up or delivery are created. For ocean freight bookings you can print an IMO dangerous goods declaration.

Watch the simulation Create Freight Documents to learn more about the system-related activities.

Freight Order Execution

Execution of Freight Orders

The following interaction is started with the play-button. You can navigate to the different statuses of the freight execution process by clicking on the different dots on the bottom right of the interaction.


You can also skip status settings. If you set a status value, the previous status values are set automatically by the system.

From a transportation management perspective, a freight order execution starts with the departure/checkout of the truck or freight order. You can monitor the execution of a freight order using the Monitor Execution - Freight Orders app. Using this app, you can create deliveries for selected freight orders, change statuses, check-in and check-out freight orders to enable the posting of accruals. In addition, you can revoke the checkout. Furthermore, you can use this app to do the following:

  • Search for freight orders using, for example, the assigned carrier or partner reference number

  • Select freight orders from a list and check them out to enable accruals posting
  • Display freight orders in a detailed view, where you can see additional information such as the individual transportation stages and the events that have already been posted
  • Check in/out individual stages of a freight order
  • Revoke the checkout of freight orders in the freight order list, as well as in the detailed view for individual stages
  • Create deliveries for freight orders, if it has not already been created before
  • View the posted events for a freight order on its Execution tab
  • Set the status Ready for Warehouse Processing to hand over the responsibility to the warehouse clerks in an inbound process


Watch the simulation Execute Freight Order to learn more about the system-related activities.

Freight Order Statuses

You can perform a checkout for freight orders with only one pickup stop, but also to freight orders with several pickup stops. If the last (or only one) pickup stop of the freight order has been checked out, the posting status of this freight order is set to Ready for Confirmation. You can then view the freight order in the Monitor Accrual Postings - Freight Orders app in order to confirm it for the posting of accruals.

You can revoke the checkout as long as the posting status is still set to Ready for Confirmation. If it has already been set to Posted, you can not revoke the checkout with this app anymore. Using the Monitor Accrual Postings - Freight Orders app, you can, however, cancel the posting and reset the status to Ready for Confirmation.

To check out freight orders or revoke the checkout, you have the following options.

If the lifecycle status of the freight order is In Planning, it is set to In Execution after the first pickup stop of the freight order has been checked out. If a delivery has not yet been created for a freight order that you want to check out, you have the option to create deliveries.

After confirming the freight order for accruals posting, the Purchase Order and Service Entry Sheet are created automatically. These documents are the basis for invoice verification. Two scenarios are possible after choosing Confirm for Posting and they are as follows:

  • The freight order is confirmed for posting successfully.
  • The posting result is an error. In this case, the message Posting of Freight Order <Freight Order Number> has failed appears. You can find the freight order, which failed to be posted in the Errors list. The Freight Order was failed to confirm dialog box appears and you can review the detailed page with the error page header. You can check the error messages by choosing Show Errors on the overview page or on the detailed page.

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