To create appointments in DVU:
- Go to Home > Yard > Yard Appointments
- Select the account, scheduled from, scheduled to which are mandatory fields. The remaining fields are optional and can be left blank. Da Vinci recommends adding special instructions as well so that the user letting in the truck can allocate the right appointment for the truck entering the facility.
- Click on the ‘Assignment’ tab. Click on the [+] and select ‘Assign Order’. This will open a new window to select the order(s) that need to be a part of this scheduled appointment.
- Click on the ‘Refresh’ button. This displays all the Open orders and displays whether this is a receiving or shipping order under type column. Select the orders and ‘Insert’
- You can see all the orders on this appointment on this screen:
- As a secondary optional check, this also updates the ‘Appointment’ tab on the order level for all the associated orders, with the information input during appointment creation.
- On the Yard appointments screen, you can also verify the scheduled appointment by clicking the ‘Calendar’ button as displayed below.
- The user can also view the historical data of appointments and orders against the appointment by clicking on ‘Show details’ button.
To learn how to integrate yard appointments in the WMS and TMS modules please read these articles:
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