Planning - Revision history

Anw: ER047-005 - 528318 - Added LogiNext information

2025-07-08T12:17:12Z

ER047-005 - 528318 - Added LogiNext information

← Older revision		Revision as of 14:17, 8 July 2025
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	=== Set Trip Status ===		=== Set Trip Status ===
	The trip status is a way of signifying to the operation just what stage the trip is at.		The trip status is a way of signifying to the operation just what stage the trip is at.

			Typically this follows the process as below:

			PLANNED -> TENDERED (optional) -> ACCEPTED -> EN-ROUTE -. COMPLETE -> CONFIRMED (Optional).

	A status of planned will signify that the trip is still being looked at by the planner and the trip is yet to be finalised. Planned is the status that is allocated to the trip when it is first created.		A status of planned will signify that the trip is still being looked at by the planner and the trip is yet to be finalised. Planned is the status that is allocated to the trip when it is first created.

	When the planner is happy with the trip, they will set the trip to accepted to signify this fact. Alternatively, they may set it to Tendered to show that the trip has been tendered out to a different carrier, and they are waiting for the carrier to accept or decline that piece of work (if the carrier has accepted the piece of work, the planner will then set the trip to accepted).		When the planner is happy with the trip, they will set the trip to accepted to signify this fact.

			Alternatively, they may set it to Tendered to show that the trip has been tendered out to a different carrier, and they are waiting for the carrier to accept or decline that piece of work (if the carrier has accepted the piece of work, the planner will then set the trip to accepted). Note that some interfaces to 3rd/4th party carriers will automatically change the status from TENDERED to ACCEPTED (such as LogiNext 4PL interfaces)

			When the driver has left the site with their trip, operations will tend to set the trip to EN-ROUTE. Note that certain Electronic POD systems will automatically handle this change of status (such as Aptean POD systems and LogiNext 4PL interfaces), as will use of Calidus MCS Despatch.

			After the driver has returned and the trip has been debriefed within the trip debrief screen, the trip status will be changed to complete. Note that certain Electronic POD systems will automatically handle this change of status (such as Aptean POD systems and LogiNext 4PL interfaces), as will use of Calidus MCS Receipt.

	~~When the driver has left the site with their trip~~, ~~operations will tend~~ to ~~set the trip to en-route. After the driver has returned and the trip has been debriefed within the trip debrief screen~~, ~~the trip status will be changed to confirmed~~.		Confirmed status may be used for any other purpose that your operation needs, such as to mark as dealt with for Invoicing, etc.

	Setting the status of the trip is simple. Highlight your trip within the trip tree section of the screen, and then right-click on it. This brings up a menu list where you should select ''Set Status'', followed by the status that you want to set the trip to.		Setting the status of the trip is simple. Highlight your trip within the trip tree section of the screen, and then right-click on it. This brings up a menu list where you should select ''Set Status'', followed by the status that you want to set the trip to.

Anw: ER047-005 - 528318 - Added LogiNext information

2025-07-08T11:51:38Z

ER047-005 - 528318 - Added LogiNext information

← Older revision		Revision as of 13:51, 8 July 2025
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	The Trip Tree displays the header for the trips contained within the schedule selection.		The Trip Tree displays the header for the trips contained within the schedule selection.

	The trip header contains the planned arrival time of the driver at the depot, the unique transport identifier, and the status of the trip. This is also configurable to display the route. The trip header in the trip tree can also indicate if there are any outstanding warnings or errors with this trip, with a red highlight - you can see these warnings on the Comments tab in the ''Trip Details'' section, discussed below.		The trip header contains the planned arrival time of the driver at the depot, the unique transport identifier, and the status of the trip. This is also configurable to display the route. The trip header in the trip tree can also indicate if there are any outstanding warnings or errors with this trip, with a red highlight - you can see these warnings on the Comments tab in the ''Trip Details'' section, discussed below. Note that this icon may also display in RED, depending on how you want the screen implemented for your system.

	This schedule selection can be made in the top left drop-down box named "Sched". The schedule refers to a date and is the method of grouping a set of orders and trips together into one manageable set. The schedule can be daily or weekly.		This schedule selection can be made in the top left drop-down box named "Sched". The schedule refers to a date and is the method of grouping a set of orders and trips together into one manageable set. The schedule can be daily or weekly.
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	* Container no		* Container no
	* Shift Code - with lookup		* Shift Code - with lookup
	* Delivery type -		* Delivery type - The Delivery Type is set from the first order planned against a trip and is triggered automatically. In normal circumstances, this is display only and for information only.
			** For the NHSBT Scheduling Engine and Fixed Templates processing, this is critical to the adding of orders automatically to these trips.
			** Note also that for Carriers that are marked as LogiNext enabled (i.e. they are executing tasks through the LogiNext 4PL platform), this can be configured through a system parameter ALLOW_TRP_DEL_TYPE_UPDATE configured per carrier, to allow the Delivery Type to be changed to a curated list, available through a drop-down list. The list will display only those values that have been configured in the decode list for LogiNext use. No manual entry is allowed.
	* Route Code - a free text route code. If this trip was created from Paragon or from fixed routes, this will be populated with the route code. See note below.		* Route Code - a free text route code. If this trip was created from Paragon or from fixed routes, this will be populated with the route code. See note below.
	** Route code can also be set to be a lookup item as well as free text - this is controlled through a system parameter LOOKUP_FOR_ROUTE_CODES. In this case, a lookup button will be provided. This lookup will display the 'Route Code', 'Route Name', and 'Trip ID' if a trip already exists for the given Route Code. If multiple trips exist, the first one will be displayed that is in either PLANNED, ACCEPTED, EN-ROUTE state. You can then select a trip, and the route code and description will be set for you against this trip.		** Route code can also be set to be a lookup item as well as free text - this is controlled through a system parameter LOOKUP_FOR_ROUTE_CODES. In this case, a lookup button will be provided. This lookup will display the 'Route Code', 'Route Name', and 'Trip ID' if a trip already exists for the given Route Code. If multiple trips exist, the first one will be displayed that is in either PLANNED, ACCEPTED, EN-ROUTE state. You can then select a trip, and the route code and description will be set for you against this trip.
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	To the right of the General comments tab is the Errors tab. This displays the rules that have been broken for this trip, which could include the total time of the trip or a broken delivery window.		To the right of the General comments tab is the Errors tab. This displays the rules that have been broken for this trip, which could include the total time of the trip or a broken delivery window.

	You can also view rejection comments and contract auditing from this tab.		You can also view rejection comments and contract auditing from this tab.

			Note that any information regarding the tendering, acknowledgement or acceptance of trips and orders for 3rd-party carriers using the LogiNext interface may be displayed here, such as indications when all orders have been acknowledged or accepted.



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	\|-		\|-
	\|LOOKUP_FOR_ROUTE_CODES \|\|Display lookup button in PLANNING beside Route Code \|\|SYSTEM		\|LOOKUP_FOR_ROUTE_CODES \|\|Display lookup button in PLANNING beside Route Code \|\|SYSTEM
			\|-
			\|ALLOW_TRP_DEL_TYPE_UPDATE
			\|Allow Delivery type updates in the planning screen
			\|CARRIER
	\|}		\|}

Anw: Minor correction

2025-05-15T09:58:36Z

Minor correction

Anw: Minor correction

2025-05-15T09:35:00Z

Minor correction

Show changes

Anw: Patch 48 SCR-CTMS-03557646-23-Add Reset Auto-Scheduling and Carry Forward options to Planning screen.

2025-04-17T13:49:48Z

Patch 48 SCR-CTMS-03557646-23-Add Reset Auto-Scheduling and Carry Forward options to Planning screen.

← Older revision		Revision as of 15:49, 17 April 2025
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	You will be prompted to select a route or trip from the next available schedule.		You will be prompted to select a route or trip from the next available schedule.

	The screen will display a list of all routes that are available in the system (provided you have access) indicating whether a trip has already been created for that route on the schedule.		The screen will display a list of all routes that are available in the system (provided you have access) indicating whether a trip has already been created for that route on the schedule.<center>
			[[File:Planning-Carry-Forward.png\|border\|800x800px]]
	The information displayed is:		</center>The information displayed is:
	* Route Information:		* Route Information:
	** Route Code		** Route Code
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	** No of Tyres		** No of Tyres

	You can ~~filer~~ by partial carrier or route code, then click the '''Search''' button to filter the list.		You can filter by partial carrier or route code, then click the '''Search''' button to filter the list.

	When selected and confirmed with the '''Save''' button, this will add the selected order to the selected trip, or create a new trip for that order from the selected route.		When selected and confirmed with the '''Save''' button, this will add the selected order to the selected trip, or create a new trip for that order from the selected route.

Anw: Patch 48 SCR-CTMS-03557646-1

2025-04-17T13:44:51Z

Patch 48 SCR-CTMS-03557646-1

@@ Line 659: / Line 659: @@
 You will be prompted to select a route or trip from the next available schedule.
-When selected an confirmed, this will add the selected order to the selected trip, or create a new trip for that order from the selected route.
+The screen will display a list of all routes that are available in the system (provided you have access) indicating whether a trip has already been created for that route on the schedule.
 If the order was already planned onto a trip, this order will be moved.
 === Amending Order Values ===

Anw: Patch 48 SCR-CTMS-03557646-04 Transfer Order - Trip Lookup to show route

2025-04-09T07:32:38Z

Patch 48 SCR-CTMS-03557646-04 Transfer Order - Trip Lookup to show route

← Older revision		Revision as of 09:32, 9 April 2025
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	<center>[[Image:planning_transfer_orders.png]]</center>		<center>[[Image:planning_transfer_orders.png]]</center>

	You will be asked to select the trip onto which you want to transfer the order or orders. A lookup of available trips is provided.		You will be asked to select the trip onto which you want to transfer the order or orders. A lookup of available trips is provided, with information to help you decide which trip to select.
			* Trip ID
			* Trip Status
			* Route Number.
			* Route Description.
			* Trip departure time.
			* RPE on departure.
			* Number of stops.
			* Trip completion time.
			* Last non-RDC stop departure time.

	You must also identify a swap transfer point if you are only transferring the delivery of the order. You can identify the stop and whether the swap should be before or after the stop identified. If you are transferring the collection, this is not required.		You must also identify a swap transfer point if you are only transferring the delivery of the order. You can identify the stop and whether the swap should be before or after the stop identified. If you are transferring the collection, this is not required.

Anw: Patch 48 SCR-CTMS-03557646-19 Allow lookup of route numbers in Planning screen

2025-04-09T07:26:39Z

Patch 48 SCR-CTMS-03557646-19 Allow lookup of route numbers in Planning screen

← Older revision		Revision as of 09:26, 9 April 2025
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	* Shift Code - with lookup		* Shift Code - with lookup
	* Delivery type -		* Delivery type -
	* Route Code - a freetext route code. If this trip was created from Paragon or from fixed routes, this will be populated with the route code.		* Route Code - a freetext route code. If this trip was created from Paragon or from fixed routes, this will be populated with the route code. See note below.
			** Route code can also be set to be a lookup item as well as freetext - this is controlled through a system parameter LOOKUP_FOR_ROUTE_CODES. In this case, a lookup button will be provided. This lookup will display the 'Route Code', 'Route Name', and 'Trip ID' if a trip already exists for the given Route Code. If multiple trips exist, the first one will be displayed which is in either PLANNED, ACCEPTED, EN-ROUTE state. You can then select a trip and the route code and description will be set for you against this trip.
	* Route Name - a freetext field describing the route, for informational purposes.		* Route Name - a freetext field describing the route, for informational purposes.
	* Status - the trip status, display only.		* Status - the trip status, display only.
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	\|-		\|-
	\| RESET_MANUAL_SCHEDULE\|\| Provides described new menu functionality to allow reset of manual schedule flag and carry forward. \|\| SYSTEM		\| RESET_MANUAL_SCHEDULE\|\| Provides described new menu functionality to allow reset of manual schedule flag and carry forward. \|\| SYSTEM
			\|-
			\|LOOKUP_FOR_ROUTE_CODES \|\|Display lookup button in PLANNING beside Route Code \|\|SYSTEM
	\|}		\|}

Anw: Minor formatting change

2025-03-21T08:50:27Z

Minor formatting change

← Older revision		Revision as of 10:50, 21 March 2025
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	== Carry Forward ==		=== Carry Forward ===
	This configurable option allows you to select orders and carry them forward to another route on the following schedule.		This configurable option allows you to select orders and carry them forward to another route on the following schedule.

Anw: Added details of Fixed Drop Scheduling changes and new Carry Forward order menu options.

2025-03-21T08:49:45Z

Added details of Fixed Drop Scheduling changes and new Carry Forward order menu options.

← Older revision		Revision as of 10:49, 21 March 2025
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	* REP At Stop		* REP At Stop
	* Bordero		* Bordero
			* Drop Number - a Fixed Drop Number. {{Note}} This is specific to the Fixed Drop Scheduling Engine.


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	* ''Transfer Order'' - transfer the selected order on the stop onto a different trip (also Job Swap).		* ''Transfer Order'' - transfer the selected order on the stop onto a different trip (also Job Swap).
	* ''Find and Replace/Replace'' - replace the order with another order.		* ''Find and Replace/Replace'' - replace the order with another order.
			* ''Carry Forward'' - this configurable option allows you to select orders and carry them forward to another route on the following schedule.


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	* ''Set Order to On Hold''		* ''Set Order to On Hold''
	* ''Suggest Trip'' - this option will search for planned, accepted or en-route trips where the from and to locations of the order are present, where the stops have not been arrived at yet, and where the collection and delivery windows of the order match up to the stop arrival and departure windows. {{Note}} This will IMMEDIATELY plan the order onto the first trip it finds with that location on it. This option will only suggest trips on cost centres that have been configured for this functionality through a system parameter - see [[#Further Configuration\|Further Configuration]] for more details.		* ''Suggest Trip'' - this option will search for planned, accepted or en-route trips where the from and to locations of the order are present, where the stops have not been arrived at yet, and where the collection and delivery windows of the order match up to the stop arrival and departure windows. {{Note}} This will IMMEDIATELY plan the order onto the first trip it finds with that location on it. This option will only suggest trips on cost centres that have been configured for this functionality through a system parameter - see [[#Further Configuration\|Further Configuration]] for more details.
			* ''Reset Auto-Scheduling'' - This configurable option allows you to select orders that have been marked for Manual Planning and reset that flag, so that they can be processed by the scheduling engine again.
			* ''Carry Forward'' - this configurable option allows you to select orders and carry them forward to another route on the following schedule.


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	Note that this will not change the orders' collection and delivery windows - this option just changes the schedule. You may then want to change the orders windows through the [[New Order]] screen.		Note that this will not change the orders' collection and delivery windows - this option just changes the schedule. You may then want to change the orders windows through the [[New Order]] screen.


			== Carry Forward ==
			This configurable option allows you to select orders and carry them forward to another route on the following schedule.

			You will be prompted to select a route or trip from the next available schedule.

			When selected an confirmed, this will add the selected order to the selected trip, or create a new trip for that order from the selected route.

			If the order was already planned onto a trip, this order will be moved.


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	\|-		\|-
	\| MTM_OPTIMISE_WAIT_TIME \|\| Should wait time incurred at a stop be moved to end of the preceding stop if the latter is an RDC. \|\| SYSTEM		\| MTM_OPTIMISE_WAIT_TIME \|\| Should wait time incurred at a stop be moved to end of the preceding stop if the latter is an RDC. \|\| SYSTEM
			\|-
			\| RESET_MANUAL_SCHEDULE\|\| Provides described new menu functionality to allow reset of manual schedule flag and carry forward. \|\| SYSTEM
	\|}		\|}

← Older revision		Revision as of 11:58, 15 May 2025
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	Many key functions can be accessed through a right-click menu on the trip in the tree.		Many key functions can be accessed through a right-click menu on the trip in the tree.
	* ''Refresh'' - refresh the trip		* ''Refresh'' - refresh the trip.
	* ''Validate Trip'' - revalidate the trip to see any validation errors.		* ''Validate Trip'' - revalidate the trip to see any validation errors.
	* ''Set Status'' - set the status of the trip from a sub-menu of statuses.		* ''Set Status'' - set the status of the trip from a sub-menu of statuses.
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	This section will display the details of the trip that is currently selected within the trip tree section. There are multiple tabs in this section, the default of which is the Stops tab, which displays the different stops on the trip selected.		This section will display the details of the trip that is currently selected within the trip tree section. There are multiple tabs in this section, the default of which is the Stops tab, which displays the different stops on the trip selected.

	* ''Trip Detail'' - This shows the general information on the trip. Resources can be assigned and the references edited here.		* ''Trip Detail'' - This shows the general information on the trip. Resources can be assigned, and the references edited here.
	* ''Stops - This shows all stops on the trip, and is the default tab. This is where the key functions for a trip can be accessed. Orders on stops can be accessed here through the Orders button.		* ''Stops'' - This shows all stops on the trip, and is the default tab. This is where the key functions for a trip can be accessed. Orders on stops can be accessed here through the Orders button.
	* ''Comments'' - You can add or edit general comments here. You can also view rejection comments, errors and contract auditing from this tab.		* ''Comments'' - You can add or edit general comments here. You can also view rejection comments, errors and contract auditing from this tab.
	* ''Status'' - The screen shows general trip status changes here.		* ''Status'' - The screen shows general trip status changes here.
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	Many of these key functions are discussed in more detail in the following sections.		Many of these key functions are discussed in more detail in the following sections.

	You can also see the orders that have been placed ~~onto~~ the stop on the trip through the '''Orders''' button, which will open a ~~popup~~ window to show you the orders.		You can also see the orders that have been placed on the stop on the trip through the '''Orders''' button, which will open a pop-up window to show you the orders.

	<center>[[Image:planning_planned_orders.jpg\|600px]]</center>		<center>[[Image:planning_planned_orders.jpg\|600px]]</center>
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	* Full Trailer Load		* Full Trailer Load
	* Groupage		* Groupage
	* ~~Sub Contractor~~		* Subcontractor


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	<center>[[Image:planning_comments.jpg\|600px]]</center>		<center>[[Image:planning_comments.jpg\|600px]]</center>

	To the right of the General comments tab is the Errors tab ~~which will display~~ the rules that have been broken for this trip, which could include the total time of the trip or a broken delivery window.		To the right of the General comments tab is the Errors tab. This displays the rules that have been broken for this trip, which could include the total time of the trip or a broken delivery window.

	You can also view rejection comments and contract auditing from this tab.		You can also view rejection comments and contract auditing from this tab.
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	<center>[[Image:planning_audit.jpg\|600px]]</center>		<center>[[Image:planning_audit.jpg\|600px]]</center>

	This allows you to see, add or change the costs associated with doing this trip when allocated to a ~~sub contractor~~. Finance can be studied in more detail within the Contracts Module.		This allows you to see, add or change the costs associated with doing this trip when allocated to a subcontractor. Finance can be studied in more detail within the Contracts Module.

	The cost against a trip indicates the amount paid to a ~~sub contractor~~ to carry out the trip. If the trip is being carried out by an own fleet carrier, there is generally no charge. ~~Sub-contractor~~ charges can be created automatically from Contracts, in a similar way to Order revenue. The payments are automatically generated when the order is set to Accepted. The revenue displayed is a sum of the revenue generated for the orders being collected on the trip.		The cost against a trip indicates the amount paid to a subcontractor to carry out the trip. If the trip is being carried out by an own fleet carrier, there is generally no charge. Subcontractor charges can be created automatically from Contracts, in a similar way to Order revenue. The payments are automatically generated when the order is set to Accepted. The revenue displayed is a sum of the revenue generated for the orders being collected on the trip.

	The trip revenue displays the sum of the revenue against the orders on the trip.		The trip revenue displays the sum of the revenue against the orders on the trip.

	The Profit Loss fields ~~shows~~ the revenue minus the cost. Where there is a loss, the field will be coloured red.		The Profit Loss fields show the revenue minus the cost. Where there is a loss, the field will be coloured red.

	{{:Planning Payments}}		{{:Planning Payments}}
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	To use the "Delete stop" functionality, highlight the stop you want to delete from within the trip detail section of the screen. Right-click on that stop and select the ''Delete Stop'' option from the menu.		To use the "Delete stop" functionality, highlight the stop you want to delete from within the trip detail section of the screen. Right-click on that stop and select the ''Delete Stop'' option from the menu.

	C-TMS will ask if you are sure you want to delete the stop to which you press the ~~‘OK’~~ button. You will notice that the stop has been deleted from the trip. The order(s) you have removed from the trip may not at first appear within the unscheduled order well at the bottom. To see the order, press the '''Refresh''' button within the '''Order Filters''' pop-up on the unscheduled order well section.		C-TMS will ask if you are sure you want to delete the stop to which you press the '''OK''' button. You will notice that the stop has been deleted from the trip. The order(s) you have removed from the trip may not at first appear within the unscheduled order well at the bottom. To see the order, press the '''Refresh''' button within the '''Order Filters''' pop-up on the unscheduled order well section.

	==== Unschedule Orders ====		==== Unschedule Orders ====