Trip Planning - Revision history

Anw: Minor formatting change

2024-06-10T15:22:38Z

Minor formatting change

Anw: Categorisation

2024-06-10T15:15:54Z

Categorisation

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	[[Category:C-TMS Modules\|B-110]]		[[Category:C-TMS Modules\|B-110]]
	[[Category:C-TMS User Guide\|BB-110]]		[[Category:C-TMS User Guide\|BB-110]]
	~~[[Category:TEST\|B-110]]~~
	</noinclude>		</noinclude>

Anw: Categorisation

2024-06-10T12:01:23Z

Categorisation

← Older revision		Revision as of 14:01, 10 June 2024
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	The Carrier Outbound and Inbound KPI values are populated, these are calculated based on the totals for the selected carriers and also take into account the different trailer types and capacities associated with each trip.		The Carrier Outbound and Inbound KPI values are populated, these are calculated based on the totals for the selected carriers and also take into account the different trailer types and capacities associated with each trip.

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	== Recent Changes ==		== Recent Changes ==

	<ul>		<ul>
	<li>[[249378]] (PA-7DDFH9) Check and enhance EFX data export </li>		<li>[[249378]] (PA-7DDFH9) Check and enhance EFX data export </li>
	</ul>		</ul> -->
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	[[Category:Trip Management\|110]]		[[Category:Trip Management\|110]]
	[[Category:C-TMS Modules\|B-110]]		[[Category:C-TMS Modules\|B-110]]
	[[Category:C-TMS User Guide\|BB-110]]		[[Category:C-TMS User Guide\|BB-110]]
	[[Category:TEST\|B-110]]		[[Category:TEST\|B-110]]
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Anw: test

2024-05-17T06:36:12Z

test

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	[[Category:C-TMS Modules\|B-110]]		[[Category:C-TMS Modules\|B-110]]
	[[Category:C-TMS User Guide\|BB-110]]		[[Category:C-TMS User Guide\|BB-110]]
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Anw at 11:24, 11 May 2011

2011-05-11T11:24:20Z

← Older revision		Revision as of 13:24, 11 May 2011
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	<li>[[249378]] (PA-7DDFH9) Check and enhance EFX data export </li>		<li>[[249378]] (PA-7DDFH9) Check and enhance EFX data export </li>
	</ul>		</ul>
			[[Category:Trip Management\|110]]
			[[Category:C-TMS Modules\|B-110]]
			[[Category:C-TMS User Guide\|BB-110]]

Admin at 10:35, 17 November 2010

2010-11-17T10:35:08Z

Admin at 12:09, 12 November 2010

2010-11-12T12:09:37Z

Show changes

Crisfordm at 12:34, 22 January 2009

2009-01-22T12:34:57Z

← Older revision		Revision as of 14:34, 22 January 2009
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	The Carrier Outbound and Inbound KPI values are populated, these are calculated based on the totals for the selected carriers and also take into account the different trailer types and capacities associated with each trip.		The Carrier Outbound and Inbound KPI values are populated, these are calculated based on the totals for the selected carriers and also take into account the different trailer types and capacities associated with each trip.

			== Recent Changes ==

			<ul>
			<li>[[249378]] (PA-7DDFH9) Check and enhance EFX data export </li>
			</ul>

Crisfordm: /* Allocating a cost to a trip (Freight Pay) */

2008-12-31T15:19:03Z

Allocating a cost to a trip (Freight Pay)

← Older revision		Revision as of 17:19, 31 December 2008
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	Once you have entered those three pieces of information you can press the ‘OK’ button to create the payment. This will take you back to the ‘Payment for trip’ screen where you will see your newly created payment. When you close this screen you will see the payment assigned to the trip. If you want to add further payments against the same trip, you will simply need to repeat the process detailed above.		Once you have entered those three pieces of information you can press the ‘OK’ button to create the payment. This will take you back to the ‘Payment for trip’ screen where you will see your newly created payment. When you close this screen you will see the payment assigned to the trip. If you want to add further payments against the same trip, you will simply need to repeat the process detailed above.

			== KPI Information ==

			KPI information details are included in Trip Planning screen as shown in the first screen shot on this page. The Trip outbound KPI is calculated based on the RPE on the departure figure and the capacity of the trailer, in the example given above the Trip Outbound KPI value of 26/26 = 1.00 or a vehicle fill of 100.00 percent.

			If there are any collection, then the Trip has collection flag is set to ‘Y’. It is now possible to see that the KPI has been calculated based on the RPE on departure figure and the capacity of the trailer, in this instance 26 RPE.
			This gives a Trip Outbound KPI value of 1 / 26 = 0.03846 or a vehicle fill of 3.85 percent. The Trip Inbound KPI is based on the vehicle fill after the first PK stop on the trip which is not at the start up location is calculated as the Trip Inbound KPI of 13/26 = 0.50 or a vehicle fill of 50 percent.

			The Carrier Outbound and Inbound KPI values are populated, these are calculated based on the totals for the selected carriers and also take into account the different trailer types and capacities associated with each trip.

Crisfordm: /* Creating Trips via Crossdocks */

2008-12-31T15:17:17Z

Creating Trips via Crossdocks

← Older revision		Revision as of 17:17, 31 December 2008
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	When you have entered all the required crossdock locations, press the ‘OK’ button. This will prompt MTS to create all the trips that you have requested via the ‘X-Dock Order’ screen. The final leg of the trip, the one that delivers the goods to the final destination, is still to be created. You will still be able to see the order you have used to create your crossdock legs within the unscheduled order well at the bottom of the Trip Planning screen. Select the order and create a new trip from it. This will mean that all legs of the trip have been created and available from within the trip tree section of the screen.		When you have entered all the required crossdock locations, press the ‘OK’ button. This will prompt MTS to create all the trips that you have requested via the ‘X-Dock Order’ screen. The final leg of the trip, the one that delivers the goods to the final destination, is still to be created. You will still be able to see the order you have used to create your crossdock legs within the unscheduled order well at the bottom of the Trip Planning screen. Select the order and create a new trip from it. This will mean that all legs of the trip have been created and available from within the trip tree section of the screen.

			=== Allocating a cost to a trip (Freight Pay) ===

			There is a lot of setting up involved with freight pay, and this is covered fully in a separate article. This section will show you how to allocate a cost to a trip within the Trip Planning screen after all the set-up has taken place. There are two ways that the cost of a trip can be allocated. These are either manually, or automatically, both of which are covered below:

			To allocate a cost automatically (assuming that freight pay has been set up), all you need to do is to allocate the relevant carrier to the trip in question, recalculate the trips times and then set the trip status to ‘TENDERED’. You should then select the ‘Finance’ tab from within the trip detail section of the screen. You should notice that the cost of the trip has been automatically assigned to the trip. In this example the cost of £150 has been allocated to the trip, with no additional VAT cost.

			This automation has been possible because the rate matrices for this carrier have been set-up in the background. If you do not have this set up, you are still able to enter a cost against the trip, but again the relevant set-up must have taken place beforehand. To do this, select your trip and allocate the relevant carrier to that trip. Re-calculate times of the trip and save your changes. Next, switch to the finance tab and press the ‘Payments’ button. This will bring up the ‘payments for trip’ screen which details all the payments that have been allocated to the trip so far. At this point this screen will be empty as you have not entered any payments yet.

			To enter a payment press the ‘New’ button at the bottom of the screen. This will take you into the ‘Create payment’ screen. First enter the payment ‘Type’. This will usually be ‘Trip haulage’ (as in the example below), but may also be payments such as fuel surcharge or demurrage. Next, enter the cost of using the selected carrier for doing this trip (the example below has a cost of £150 entered). Lastly enter the status of the payment as ‘forecast’.

			Once you have entered those three pieces of information you can press the ‘OK’ button to create the payment. This will take you back to the ‘Payment for trip’ screen where you will see your newly created payment. When you close this screen you will see the payment assigned to the trip. If you want to add further payments against the same trip, you will simply need to repeat the process detailed above.

← Older revision		Revision as of 08:36, 17 May 2024
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	[[Category:C-TMS Modules\|B-110]]		[[Category:C-TMS Modules\|B-110]]
	[[Category:C-TMS User Guide\|BB-110]]		[[Category:C-TMS User Guide\|BB-110]]
			[[Category:TEST\|B-110]]

← Older revision		Revision as of 12:35, 17 November 2010
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	If you try to edit the order but [[C-TMS]] does not allow you to, this will be because of you access rights. These would have been set-up by your system administrator.		If you try to edit the order but [[C-TMS]] does not allow you to, this will be because of you access rights. These would have been set-up by your system administrator.

	=== Over-riding C-TMS stop times ===		=== Over-riding [[C-TMS]] stop times ===

	As previously discussed, [[C-TMS]] will work out the times against each stop on your trip for you. If for some reason you want to change these times against the trip, you can do. To do this you will need to utilise the ‘Fixed’ functionality. The first column in the trip detail section of the screen is headed ‘Fixed’. Clicking in a fixed box puts a tick in that box and has effectively fixed the stop meaning that [[C-TMS]] will not recalculate that stops times.		As previously discussed, [[C-TMS]] will work out the times against each stop on your trip for you. If for some reason you want to change these times against the trip, you can do. To do this you will need to utilise the ‘Fixed’ functionality. The first column in the trip detail section of the screen is headed ‘Fixed’. Clicking in a fixed box puts a tick in that box and has effectively fixed the stop meaning that [[C-TMS]] will not recalculate that stops times.
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	=== Merging two trips together ===		=== Merging two trips together ===

	Most people use Trip Planning to track their drivers workload. Once they have scheduled all their orders onto single trips, they are likely to start looking for trips to put together to create multiple ‘gate exit’ trips. So a driver may go out and do a delivery, come back to base before collecting a further load for delivery. These two gate exist are likely to be represented originally by two separate trips in C-TMS. So you will need to use the merge functionality within C-TMS to bring those two trips together.		Most people use Trip Planning to track their drivers workload. Once they have scheduled all their orders onto single trips, they are likely to start looking for trips to put together to create multiple ‘gate exit’ trips. So a driver may go out and do a delivery, come back to base before collecting a further load for delivery. These two gate exist are likely to be represented originally by two separate trips in [[C-TMS]]. So you will need to use the merge functionality within [[C-TMS]] to bring those two trips together.

	To do this, highlight the first trip you want to merge by left clicking on it within the trip tree section of the screen. You will then need to hold down the ‘Ctrl’ key on your computers keyboard, and while you are doing this left click on the second trip that you want to merge (again from within the trip tree section of the screen). You will notice that the results of your actions are that both trips are highlighted within the trip tree. You will now need to right click on one of your two trips in the trip tree to bring up the options menu.		To do this, highlight the first trip you want to merge by left clicking on it within the trip tree section of the screen. You will then need to hold down the ‘Ctrl’ key on your computers keyboard, and while you are doing this left click on the second trip that you want to merge (again from within the trip tree section of the screen). You will notice that the results of your actions are that both trips are highlighted within the trip tree. You will now need to right click on one of your two trips in the trip tree to bring up the options menu.

	Select the ‘Merge Trips’ option. You will receive a confirmation message telling you that the merge you undertook was successful. One of your trips will have been deleted, and the orders that were on that trip have been moved onto the other trip. C-TMS will have re-calculated the times automatically for you.		Select the ‘Merge Trips’ option. You will receive a confirmation message telling you that the merge you undertook was successful. One of your trips will have been deleted, and the orders that were on that trip have been moved onto the other trip. [[C-TMS]] will have re-calculated the times automatically for you.

	=== Splitting one trip into two separate trips ===		=== Splitting one trip into two separate trips ===
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	Select the trip that you want to split by left clicking on the trip within the trip tree section of the screen. You will first need to expand the trip within the trip tree so that all its trip stops are showing. To do this you will need to press the small ‘+’ button to the left of the trip. If there is not a small ‘+’ next to your trip, press the ‘refresh trip’ button. Once you have expanded the trip you will need to select the stop where you want the split to take place by left clicking on it. The split will take place above the stop you select, so the stop you select will usually be a pick up at a depot (i.e. the start of the next gate exit).		Select the trip that you want to split by left clicking on the trip within the trip tree section of the screen. You will first need to expand the trip within the trip tree so that all its trip stops are showing. To do this you will need to press the small ‘+’ button to the left of the trip. If there is not a small ‘+’ next to your trip, press the ‘refresh trip’ button. Once you have expanded the trip you will need to select the stop where you want the split to take place by left clicking on it. The split will take place above the stop you select, so the stop you select will usually be a pick up at a depot (i.e. the start of the next gate exit).

	Now right click on that same stop to bring up the menu options. Select split trip to action the split trip functionality. You will be confronted with a message box telling you that you split has been successful and that a second trip has been created for you to accommodate the second gate exit. You will also notice that the trip does not appear to have changed. This is because C-TMS has not refreshed the screen, so you will need to do it. Press the ‘refresh tree’ button to update all the trips with the trip tree. You should now notice the effect of the split functionality.		Now right click on that same stop to bring up the menu options. Select split trip to action the split trip functionality. You will be confronted with a message box telling you that you split has been successful and that a second trip has been created for you to accommodate the second gate exit. You will also notice that the trip does not appear to have changed. This is because [[C-TMS]] has not refreshed the screen, so you will need to do it. Press the ‘refresh tree’ button to update all the trips with the trip tree. You should now notice the effect of the split functionality.


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	If you need to remove an order from a trip there are two ways of doing it. The first involves deleting an entire stop and all of its orders from the trip, and the second is a little more subtle where you are able to remove a single order at a time. 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.		If you need to remove an order from a trip there are two ways of doing it. The first involves deleting an entire stop and all of its orders from the trip, and the second is a little more subtle where you are able to remove a single order at a time. 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 off the trip. You will have to recalculate the times on the trip as C-TMS has not done that for you. You will also notice that the order(s) you have removed from the trip do not at first appear within the unscheduled order well at the bottom. To see the order, press the ‘Refresh’ button within 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 off the trip. You will have to recalculate the times on the trip as [[C-TMS]] has not done that for you. You will also notice that the order(s) you have removed from the trip do not at first appear within the unscheduled order well at the bottom. To see the order, press the ‘Refresh’ button within the unscheduled order well section.

	You can also achieve similar results by using the ‘Unscheduled Orders’ functionality. This way will allow you to remove single orders at a time from a stop. To do this, highlight the trip that you want the order removing from, by clicking on it from within the trip tree section of the Trip Planning screen. You will then need to highlight the stop on the trip which contains the order you want to remove (remember that the order will be present at two stops on the trip, both where the order is collected and where the order is delivered). Next, highlight the order that you want taking off the trip from within the order section of the trip detail part of the screen.		You can also achieve similar results by using the ‘Unscheduled Orders’ functionality. This way will allow you to remove single orders at a time from a stop. To do this, highlight the trip that you want the order removing from, by clicking on it from within the trip tree section of the Trip Planning screen. You will then need to highlight the stop on the trip which contains the order you want to remove (remember that the order will be present at two stops on the trip, both where the order is collected and where the order is delivered). Next, highlight the order that you want taking off the trip from within the order section of the trip detail part of the screen.
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	=== Creating Trips via Crossdocks ===		=== Creating Trips via Crossdocks ===

	This is new functionality within C-TMS that will allow you to create multiple trips with one order. You are therefore able to emulate a collection at point ‘A’, a delivery at point ‘B’, via a crossdock of point ‘C’.		This is new functionality within [[C-TMS]] that will allow you to create multiple trips with one order. You are therefore able to emulate a collection at point ‘A’, a delivery at point ‘B’, via a crossdock of point ‘C’.

	The first thing you need to make sure of is that the location ID you are to use as a crossdock has been set up as such within the Maintenance business data screen. The Location Types tab within this screen enables you to set certain locations up as crossdocks. This should be set up by a superuser or a system administrator.		The first thing you need to make sure of is that the location ID you are to use as a crossdock has been set up as such within the Maintenance business data screen. The Location Types tab within this screen enables you to set certain locations up as crossdocks. This should be set up by a superuser or a system administrator.
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	The top box within this screen provides header information for the order you are to crossdock. This includes the original collection point and the final destination point. The box below it allows you to list the locations that this order will be crossdocked via.		The top box within this screen provides header information for the order you are to crossdock. This includes the original collection point and the final destination point. The box below it allows you to list the locations that this order will be crossdocked via.

	The ‘new trip?’ box should be ticked if this crossdock trip is to be added to a brand new trip. If you are adding this to an existing trip, un-tick the box and enter the C-TMS trip number into the ‘Trip id’ box.		The ‘new trip?’ box should be ticked if this crossdock trip is to be added to a brand new trip. If you are adding this to an existing trip, un-tick the box and enter the [[C-TMS]] trip number into the ‘Trip id’ box.

	When you have entered all the required crossdock locations, press the ‘OK’ button. This will prompt C-TMS to create all the trips that you have requested via the ‘X-Dock Order’ screen. The final leg of the trip, the one that delivers the goods to the final destination, is still to be created. You will still be able to see the order you have used to create your crossdock legs within the unscheduled order well at the bottom of the Trip Planning screen. Select the order and create a new trip from it. This will mean that all legs of the trip have been created and available from within the trip tree section of the screen.		When you have entered all the required crossdock locations, press the ‘OK’ button. This will prompt [[C-TMS]] to create all the trips that you have requested via the ‘X-Dock Order’ screen. The final leg of the trip, the one that delivers the goods to the final destination, is still to be created. You will still be able to see the order you have used to create your crossdock legs within the unscheduled order well at the bottom of the Trip Planning screen. Select the order and create a new trip from it. This will mean that all legs of the trip have been created and available from within the trip tree section of the screen.

	=== Allocating a cost to a trip (Freight Pay) ===		=== Allocating a cost to a trip (Freight Pay) ===