Service agents (Sales Order) or dispatchers (Transport Order) can have the vehicle type recalculated automatically in case they change the material lines on a Sales Order or Transport Order.
This can be important in making sure the correct vehicle type ( and possible linked rate ) is always matched to the order. You can match vehicle types to rate zones ( costs ) in the cost management section.
In the Order Form settings, you can add the Vehicle Type section to the order form. Activating the default auto-apply vehicle type will make sure a vehicle type is always selected automatically
Users can deactivate this on the order form itself if necessary
When the "Apply Vehicle Type" checkbox is activated, the system will always add the calculated vehicle type when you save the order, even if one was selected by the user. If you want to make sure the system keeps the entered vehicle type, you need to deactivate the Apply Vehicle Type checkbox before you save the order.
Vehicle Type selection criteria
The system will select the vehicle type based on the following criteria:
Weight/Volume: The system will compare the order value with the max value specified for the Vehicle Type
Height/Length/Width: The greatest of each value on Part level compared against the max value specified for the Vehicle Type
Any unit not present on the order is ignored in the calculations
Any unit not present on the Vehicle Type is presumed to allow an infinite amount
Matching Vehicle types are sorted first on Volume, then Weight
If the parts are considered Hazardous ( ADR ), then we only allow Vehicle Types that were marked as being able to transport Hazardous goods
Assigning a Carrier/Courier
When you assign a Carrier or Courier you can activate or deactivate the apply vehicle type from the assign pop-up
If the courier has a default vehicle type, then the vehicle type will be entered in the vehicle type field. Before you select a driver, the current order Vehicle type will be shown in the Vehicle type field
