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 Cloud. 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 page.

Note: You can also create transport tasks using the Move to New Transport Task command on the the Transport Task, Transport Task Lines, and Handling Units on Transport Tasks page.

At Receipt

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

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

In Inventory

From the Transport Task page 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 option Auto Assign Drop-off Location on Manual Transport Task is enabled 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.

Additional information

On the Aggregated tab in Transport Task page, you can add, modify and delete handling units in the transport task. This tab is also used to perform activities like pick and execute transport task lines, aggregated either per handling unit or per location. By performing an activity on an aggregated level, all the content for that line is affected.

The outermost handling units are shown by default, if an activity should be performed for a sub-level of a handling unit structure it is possible to view all handling units included on the transport task by clicking Show All option.

Lines that do not refer to a handling unit, only to a location, represent single transport task lines grouped per location. They could be transport task lines not packed in handling units or transport task lines to be moved out of a handling unit (partial reservation of handling unit).

Once the task is executed the data will no longer be visible on the Aggregated tab.

On the Compiled View tab you can view common information for all transport task lines and handling units on the transport task. Once the task has been executed the handling unit information will no longer be visible on this tab.

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 on the Sites per User page. 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 on the Project page.
If the Mandatory Create Analysis option is enabled in the Quality Basic Data pages, 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 command Print Transport Task . However, if you are in any page other than the Transport Task page, you must first open this page.
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.