286734

286734 - DK-8EMEWU/ Carrier Trip Planning

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The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

FUNCTIONAL OVERVIEW

Client Requirement

Auto planning by lane rules, carrier assignment, shipment well make and brief loads, combined shipments, vessel voyage (ports), allocation (HL) to single haulier.

Solution

Carrier Lane Maintenance:

New tables will be created to store carrier lanes and rates for an active date range:

• RTE_HAULIER_LANE (For the lane ID, region, lane group (to control max loads by carrier), carrier & name, route type collect from and deliver to (i.e. postcode/postal region/planning region/distance), procured type (i.e. DHL or PET), lane type (i.e. REG or DIST), priority, trip action (i.e. Manual Plan, Create Trip, Brief Trip), cost per tonne, maximum trips per lane, tariff id, rate agreement reference and start and end effective dates of lane agreement, inactive flag (i.e. Y/N))
• RTE_HAULIER_LANE_GROUP (For the lane group expected to be organised by region, carrier and maximum trips per day)

These tables will be used to store the lane rules including preferred carrier(s) for the route between the collection and delivery locations, plus the agreed cost per tonne where known.

There will be the ability to rank preferred carriers by order of priority (i.e. ‘1’ is the first choice carrier to fulfil the order movement) for the automatic planning of unscheduled orders onto trips. The carrier suggestions screen will list the carriers from lane rules that match the order(s) and there will be no limitation to the number of matching carriers displayed in the list.

The lane selection logic with best match the lane from and to attributes first on postcode then postal region then planning region and then distance of the order collection and delivery addresses with a wildcard (blank) meaning anywhere and any distance. This selection will be considered in the following sequence postcode to postcode then postcode to postal region then postcode to planning region then postcode to distance breakpoint then postcode to wildcard then postal region to postcode etc. through all permutations.

The trip action field defines whether a trip created via the automatic planning process will just create the trip or also brief the carrier of the trip by updating the status of the trip to ‘ACCEPTED’ and so trigger the production of the driver manifest/trip sheet. Allowed values will be Manual, Create and Brief. (Manual means manually planned trip, create and brief will allow automatic planning of trip; where planning means allocation to carrier).

Carrier Lane Upload:

A new CSV import process will be created to upload carrier lane information into C-TMS. The resulting data upload will then be visible in the carrier lane maintenance screen as described above. The import function will provide insert of new lane data and update of existing records.

Haulier Lane Extract:

A new CSV extract process will be created to extract the carrier lane information from the C-TMS database into a CSV format. This functionality will allow maintenance and amendments to be managed in excel and then re-imported using the CSV upload function mentioned above.

Automatic Planning by Lanes:

Automatic planning of single order full load trips will be provided by reference to the carrier lane data and will be performed when an order is raised via the inbound EDI order upload; the order will be assessed against the carrier lanes setup and if there is a carrier available for the route then a trip will be created with the carrier and the order will be assigned to it; the carrier will then be advised of the work via the automatic briefing of the driver manifest.

The pre-sold carrier lanes will have agreed costs (or lane table rates) in place which will automatically generate the costs for the trip and pass them through to EFX.

Create and Brief Carrier Trips:

The planner will plan unscheduled orders to trips using the carrier lanes data in a new carrier planning screen: this new screen will display the unscheduled orders for specific selection criteria and the planner can then create trips for the orders and brief them to carriers. The intention is that the screen can also be used to query trips already planned to aid visibility of the operation over days and weeks.

The selection criteria will be:

• Mandatory schedule date range (delivery date range)
• Optional planning region from and to (multiple selection values will be allowed)
• Optional postal region from and to (multiple selection values will be allowed)
• Optional postcode from and to
• Optional collection location
• Optional delivery location
• Optional customer reference
• Optional OMS reference
• Optional order status (i.e. UNSCHEDULED or SCHEDULED defaulting to UNSCHEDULED’)
• Optional Carrier (to filter on orders possibly fulfilled by the lane table agreements and rules)
• Optional Carrier Region & Lane Group
• Optional Trip Status
• Optional Trip ID

The orders will display the following information:

• Schedule
• Order status
• Customer Order reference
• OMS Reference
• R (flag to denote if redirect order)
• S (flag to denote if split order)
• Planning region (collect)
• Postal region (collect)
• Collection location
• Name
• Town
• Postcode
• Early collection date and time
• Late collection date and time
• Planning region (deliver)
• Postal region (deliver)
• Delivery location
• Name
• Town
• Postcode
• Early delivery date and time
• Late delivery and time
• Distance
• Weight
• Revenue calculated from customer contract (Openfield)
• Revenue per Tonne

A function will be available to view previous ten orders with the same from and to location and the cost incurred from the appointed carrier for each.

The screen will also be used to display visibility of planned orders so trip and cost information will also be displayed:

• Trip ID
• Trip distance
• Trip status
• Carrier
• Region
• Lane group
• Carrier cost
• Cost per Tonne

Once the orders are displayed, the planner will highlight an order or orders using mouse clicks. Action buttons will be used to allow the planner to process the highlighted orders:

Combine orders – The highlighted orders will be used to reference the lane table rules and a suggestion list of possible carriers including preference, type, cost per tonne, lane type and contact details will be generated. The planner will select a carrier from the list (or lookup an alternative from the full list of known carriers) and vehicle type (trailer type).

The selection can be abandoned in which case the carrier pop up list will close and the orders can then be selected again. Once the planner confirms the carrier and confirms the action a single trip will be created for the selected orders at PLANNED status.

Combine orders and brief - As above combine orders function but the resulting single trip will be created at ACCEPTED status which will automatically generate the driver manifest document and send via the defined method of e-mail or fax.

Create trip - The highlighted order (or orders) will be used to reference the lane table rules and a suggestion list of possible carriers including preference, type, cost per tonne, lane type and contact details will be generated. The suggested carrier will be displayed only if the lane table defines that the carrier can fulfil all the orders selected. The planner will select a carrier from the list (or lookup an alternative from the full list of known carriers) and vehicle type (trailer type). The selection can be abandoned in which case the carrier pop up list will close and the orders can then be selected again. Once the planner confirms the carrier and the action, a single trip for each order will be created for the selected orders at PLANNED status.

Create trip and brief – As above create trip function but the resulting trips (one trip per order) will be created at ACCEPTED status which will automatically generate the driver manifest document and send via the defined method of e-mail or fax.

The trip creation functionality will be developed with the following assumptions:

The schedule of the trip created will be based on the delivery date of the orders planned.

If the capacity of a trip is exceeded, based on weight capacity of vehicle type (trailer type) selected, then an error message will be generated to prevent the creation of an overweight trip.

The maximum number of orders per carrier per day (carrier group) and the maximum number of trips per lane will be assessed for each carrier and validation performed to warn if these constraints are exceeded.

The planning screen will be developed so that orders on PLANNED trips can be selected. A right-click option will allow the planner to brief the haulier assigned to the trip displayed by setting the trip status to ACCEPTED.

The planning screen will allow trips to be created without a carrier and cost at PLANNED status. The carrier and cost will be added later before the trip can be promoted to ACCEPTED status.

The current trip planning screens (‘Trip Planning’, ‘Trip Manipulation’ and ‘Execution’) can also be used as standard functionality to create trips for a group of orders, add orders to existing trips and create separate trips for a group of orders.

It is assumed planning and scheduling for own fleet will be achieved using the same functionality described above.

Change Date Function:

There is a requirement in the operation to be able to amend order collection and delivery dates quickly. The planner will select multiple orders simultaneously in the carrier planning screen described above and amend the collection and/or the delivery date in one function.

This is a general requirement that allows easy manipulation of unscheduled order dates. One operational example relates to orders placed to facilitate dock delivery; a number of orders may be booked for delivery to the docks but the arrival and, therefore, the loading dates of the ship have been estimated; on confirmation of a loading date being received, this will trigger the planning sequence to reschedule the planned delivery dates to dock for respective orders.

A ‘Change Date’ button will be available in the new carrier planning screen to perform this function for unscheduled orders. The user will select orders and then using the change date, a pop up screen will allow the user to enter early collection date and time, late collection date and time, early deliver date and time and late deliver date and time and then save.

The C-TMS trip planning screens provide a function to move planned trips to another schedule day. In this circumstance the dates and times of the planned orders remain unchanged.

Scope

This change will be applied to system version 10.6.0 on INDTST and once approved INDPRD.

Set-Up

Pre-Requisites

1. The new tables called ‘RTE_HAULIER_LANE’ and ‘RTE_HAULIER_LANE_GROUP’ will be required.
2. The new triggers to maintain the created and updated information will be required.
3. The new tab page called ‘Carrier Lanes’ will need access to be granted to the relevant user groups.
4. The new screen called ‘Carrier Trip Planning’ will need access to be granted to the relevant user groups and added to the menu structure.
5. The new sequence number must be setup.
6. The new function to allow user access to the new carrier lane maintenance tab page and the carrier trip planning screen must be setup.
7. The new import and extract details must be setup.

Menu Structure

The new form called ‘HAUL_TRIP_PLAN’ will be added to the ‘Trip Management’ menu within C-TMS.

Data

1. The new tables will be required.
2. The new triggers will be required.
3. The new tab page will be required.
4. The new screen will be required.
5. The new sequence number will be required.
6. The new function will be required.
7. The new import and extract setup will be required.

REFERENCES

Ref No	Document Title & ID	Version	Date
1	EST-259410 PA-7MKDYG CN Loading Schedule Report Changes v1.doc	1	06/01/10

DOCUMENT HISTORY

Version	Date	Status	Reason	Initials
1a	12/01/10	Draft	Initial version	PDR
1	12/01/10	Issue	Reviewed and Issued	MJC

AUTHORISED BY

Matt Crisford	Development Manager
Peter Greer	TMSCC MTS Product Manager