Transport Job

Transport Job

Transport Job is a transaction that represents the execution of domestic transport. It is the job document that tracks pickup, transit, and delivery, linked to a Transport Order.

A Transport Job records legs, packages, vehicle assignment, proof of delivery, charges, documents, and milestones. It supports consolidation, carbon footprint calculation, and integration with Lalamove/Transportify.

To access Transport Job, go to:

Home > Transport > Transport Job

1. Prerequisites

Before creating a Transport Job, it is advised to set up the following:

• Transport Settings
• Transport Order – Typically create from order
• Transport Master Data – Vehicle types, load types
• Logistics Milestone – For milestone tracking

2. How to Create a Transport Job

1. Go to the Transport Job list, click New.
2. Select Transport Order (or enter details manually).
3. Add Legs with pickup and delivery addresses, dates, times.
4. Add Packages with weights and dimensions.
5. Assign Vehicle and Driver if applicable.
6. Set Contains Dangerous Goods when applicable (inherited from the Transport Order or editable on the job); dependent detail fields apply when this is set.
7. Add Charges – Each charge row has Estimated Revenue and Estimated Cost (from the order; used for WIP and accrual) and Actual Revenue and Actual Cost (calculated on the job; used for Sales Invoice and Purchase Invoice when present). Use Recalculate All Charges to refresh actual amounts; estimated amounts are not changed.
8. Save the document.

2.1 Creating from Transport Order

The recommended way is to create a Transport Job from a Transport Order. Use Create Transport Job from the order, or create new and link the order.

2.2 Statuses

• Draft – Job is being prepared
• Scheduled – Job is scheduled
• In Transit – Job is in progress
• Delivered – Job is completed
• Cancelled – Job has been cancelled

3. Features

3.1 Dashboard Tab

The Dashboard tab shows:

• Document Alerts – Missing, overdue documents
• Milestone Flow – Visual timeline (Pick-Up, In-Transit, Delivered)
• Carbon Footprint – Calculated emissions

3.2 Milestones Tab

Track milestones (Pick-Up, In-Transit, Delivered) with status and actual dates. Use Capture Actual Start and Capture Actual End.

3.3 Documents Tab

Track required documents (Delivery Order, Proof of Delivery) with status and attachments. Use Populate from Template.

3.4 Proof of Delivery

Capture proof of delivery (signature, photo) on the Transport Leg or via the Proof of Delivery doctype.

3.5 Consolidation

Link a Transport Job to a Transport Consolidation for multi-stop or shared truckload.

3.6 Carbon Footprint

Carbon emissions are calculated automatically based on distance, weight, and emission factors from Transport Settings.

3.7 Charges Tab

Charge rows support Estimated Revenue/Cost (from the Transport Order, basis for WIP and accrual) and Actual Revenue/Cost (calculated on the job, basis for invoicing when present). Recalculate All Charges updates only actual amounts.

3.8 Profitability (from GL)

When Job Costing Number and Company are set, the form displays a Profitability section with revenue, cost, gross profit, WIP, and accrual from the General Ledger. See Job Management Module.

4. Related Topics

• Recent Platform Updates
• Transport Order
• Transport Leg
• Run Sheet
• Proof of Delivery
• Document Management
• Milestone Tracking
• Job Management Module