Transport Plan

Transport Plan

Transport Plan is a planning view that shows Transport Jobs and Legs over a date range. Used for capacity planning, vehicle assignment, and constraint checking.

To access: Home > Transport > Transport Plan

1. Prerequisites

• Transport Settings – Forward/Backward days, constraints
• Transport Job and Transport Leg records

2. Features

• Date range view (configurable in Transport Settings)
• Capacity vs demand
• Constraint checking (time windows, vehicle type, plate coding)
• Vehicle assignment

Complete field reference

All fields from DocType Transport Plan and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).

Label (Field name)	Type	Description
section_break_9p7s	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Naming Series (naming_series)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: TRP.#########.
Amended From (amended_from)	Link	Purpose: Creates a controlled reference to Transport Plan so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Transport Plan. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Plan Date (plan_date)	Date	Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Transport Planner (transport_planner)	Link	Purpose: Creates a controlled reference to Employee so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Employee. Create the master first if it does not exist.
column_break_lgwc	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Company (company)	Link	Purpose: Creates a controlled reference to Company so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Company. Create the master first if it does not exist.
Branch (branch)	Link	Purpose: Creates a controlled reference to Branch so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Branch. Create the master first if it does not exist.
section_break_hawq	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
runsheets	Table	Purpose: Stores repeating Transport Plan Run Sheets lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.

Child table: Transport Plan Run Sheets (field runsheets on parent)

Label (Field name)	Type	Description
Run Sheet (run_sheet)	Link	Purpose: Creates a controlled reference to Run Sheet so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Run Sheet. Create the master first if it does not exist.
Run Date (run_date)	Date	Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from run_sheet.run_date when the link/source changes — verify after edits.
Vehicle (vehicle)	Link	Purpose: Creates a controlled reference to Transport Vehicle so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Transport Vehicle. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from run_sheet.vehicle when the link/source changes — verify after edits.
Driver (driver)	Link	Purpose: Creates a controlled reference to Driver so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Driver. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from run_sheet.driver when the link/source changes — verify after edits.

3. Related Topics

• Transport Job
• Transport Leg
• Transport Settings
• Transport Module