Owning Depot

Owning Depot is defined as the depot that is responsible for planning a trip, and is used by access control to determine whether a planner should see an orders or trips for planning.

This logic depends on the creation of the following data:

• Create planning regions through postcode.
• Use Static Data Region Depot to link a planning region to a depot.
• Set up planning regions by postal region i.e. "L" could be assigned to a region "GBLIV" or "GBNW".

Locations created are automatically assigned to the planning region based on the postcode.

The postcode is extracted according to the rules applied against the Countries. So, for GB, the postal region is extracted. For example, for a location with an address "L24 1XZ", the postal region "L" is extracted, and for postcode "NG6  8UZ", the postal region is "NG" (Nottingham).

If you want to change this automatic assignment, this can be done in the CTMS Locations screen - change the planning region in the screen against the location and tick "Retain Planning Region" before saving - the new region will be saved and the system will not automatically reset it.

Users can then be assigned a default depot through Access Control. Your user can be based at a single depot (set through the BASED_AT user parameter), or your user can have access to all depots (set through the ALL_DEPOTS user parameter).

When a user has an assigned depot, most screens will automatically filter the data shown in the screens to show only the data matching the planning region or default depot. For example, the Planning screen will only show orders in the unscheduled order well from the planning regions owned by your depot, and trips from, to or through that owning depot configured against the user using the screen.