252344

252344-PA-7DJLS6 Change to Trip Status

Copyright OBS Logistics © 2008

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

To encourage completion of data input into each trip by controlling minimal input requirement to allow Status change.

Planned to Tendered: Addition of Carrier including Own Fleet,Subcontractor or EFX/CNFX(Internal)

Tendered to Accepted: Own Fleet - Addition of Driver, Tractor ID, Trailer ID, Subcontracted - Confirmation of Carrier and Trip Cost

Accepted to EnRoute: Addition of Trip departure Time - all carriers, add in Subcontractor Driver/Vehicle/trailer - optional - Error Message on screen [Please Complete Carrier Details], Error Message on screen [Please Add Departure Details] when Status being changed to ENROUTE if departure times are incomplete.

EnRoute to Completed: Only possible in Debrief screen when Debrief details are complete. Error Message on screen [Please Confirm or Amend debrief details] if incomplete Final Status change within Debrief screen to Confirmed.

Include the option to Configure Debrief Confirmation without POD (where appropriate) Error Message on screen where applicable [Please complete POD Confirmation] This error to be capable of being switched off where POD's are not required to change Trip status to CONFIRMED

Confirmed releases Orders for invoice and changes Forecast Values to Actual (Link to Oracle specifications pending)

Only allow status changes: PLANNED TO TENDERED, PLANNED TO ACCEPTED, TENDERED TO ACCEPTED, ACCEPTED TO EN-ROUTE,EN-ROUTE TO COMPLETED, COMPLETED TO CONFIRMED

Add additional Tab in System Parameters.

Parameter to be set at a high-level of admin rights

Solution

All programs that change the trip status (Trip Planning, Trip Summary, Trip Manipulation, Trip Waterfall, Trip Debrief and EFX Acceptance edi flow) call the procedure SET_TRIP_STATUS within the TRM package.

We already have system parameters called ‘TRM_DRIVER_RQD_FOR_ENROUTE_OR_ACC’, ‘TRM_TRACTOR_RQD_FOR_ENROUTE_OR_ACC’, ‘TRM_TRAILER_RQD_FOR_ENROUTE_OR_ACC’ and ‘TRM_SET_TO_COMPLETED’.

This existing functionality will be extended in the TRM package to also check if the Carrier ID is the same as the Owning Depot (Own Fleet) for a trip. If it is Own fleet then the Driver, Tractor, Trailer will error when changing status to EN-ROUTE and no errors will be displayed when moving to status ACCEPTED or for trips being done by sub-contractors.

NB) The trailer validation currently checks all stops for a trip but this will be changed to only check the first stop which will probably be the SU stop and at the same time it will check that the actual departure time is set for this first stop when moving up to EN-ROUTE status.

Additional validation will also be added to the EN-ROUTE status check to ensure that the Carrier ID is populated.

Additional validation will be added to the COMPLETE status check to ensure that all of the debrief fields have been populated.

The check for the POC/POD flags when setting to COMPLETED status which already uses the TRM_SET_TO_COMPLETED system parameter when set to 'POC/POD' will be extended to return an error message if POC/POD flags are not set. The trip debrief form will then either display the returned error message as an error or a warning depending on whether the call failed or not.

Scope

This change will be applied to system version MTS V10.6.0 for Consumer.

SETUP

Pre-requisites

None.

Menu Structure

Unchanged.

Data

None.

FUNCTIONAL DESCRIPTION

TRM Package

Already within the TRM package there is a procedure called SET_TRIP_STATUS that is used by everything in the system to validate and perform any requests to change the status of a trip.

This code will be amended to add the new required functionality depending on a new system parameter called ‘TRM_NEW_TRIP_STATUS_CHECKS’.

Moving a trip on from status ‘PLANNED’ to status ‘TENDERED’ already has all of the required code (Carrier ID check) so does not need any changes.

‘TENDERED’/’PLANNED’ to ‘ACCEPTED’ already uses 3 system parameters called ‘TRM_DRIVER_RQD_FOR_ENROUTE_OR_ACC’, ‘TRM_TRACTOR_RQD_FOR_ENROUTE_OR_ACC’ and ‘TRM_TRAILER_RQD_FOR_ENROUTE_OR_ACC’.

These are used to determine if each of those resources is required to have been entered in order to move the trip status on the ACCEPTED from either TENDERED or PLANNED.

If the new system parameter TRM_NEW_TRIP_STATUS_CHECKS is set to ‘Y’ then this code can be totally ignored when moving to ACCEPTED status as the resources are no longer required to have be entered until the EN-ROUTE stage.

‘ACCEPTED’/’PLANNED’ to ‘EN-ROUTE’ is coded in exactly the same way as when moving to status ACCEPTED.

This will be extended to check to see if the Owning Depot for the Trip matches the Carrier ID for the trip. If they match then the trip is considered to be being done by DHL’s own fleet rather than an external sub-contractor.

NB) If somehow one of these fields has not been set than an appropriate error message will be returned as these 2 fields should have been set at trip creation stage.

If the TRM_NEW_TRIP_STATUS_CHECKS is set to ‘Y’ and the trip is being done by a sub-contractor then there is now no need to check the resources (regardless of the resource system parameters) as the resources are now only required to be entered for own fleet trips.

If the trip is being done by DHL’s own fleet and the appropriate system parameters are set then the corresponding resource must have been entered before allowing the status to be updated otherwise an error is returned to the calling program.

When the driver (SCH_TRIP.DRIVER_ID) has not been entered for an Own Fleet trip and the TRM_DRIVER_RQD_FOR_ENROUTE_OR_ACC flag is set to ‘Y’ then the following error will be returned :-

‘Can not change the trip to status EN-ROUTE as the Driver ID is required for Own Fleet trips’.

When the tractor (SCH_TRIP.TRACTOR_ID) has not been entered for an Own Fleet trip and the TRM_TRACTOR_RQD_FOR_ENROUTE_OR_ACC flag is ‘Y’ then the following error will be returned :-

‘Can not change the trip to status EN-ROUTE as the Tractor ID is required for Own Fleet trips’. The trailer ID is entered at trip stop level not at the trip level so the code will need to check the first stop (usually the ‘Start Up’ stop) to see if a Trailer ID (SCH_TRIP_STOP.TRAILER_ID) has been entered and if not when the TRM_TRAILER_RQD_FOR_ENROUTE_OR_ACC is set to ‘Y’ then the message can say :-

‘Can not change the trip to status EN-ROUTE as the Trailer ID is required for Own Fleet trips’.

Also additional code will be added to ensure that the first stop also has an actual departure time (SCH_TRIP_STOP.ACTUAL_DEPART). If it does not and the TRM_NEW_TRIP_STATUS_CHECKS is set to ‘Y’ then return the error :-

‘Can not change the trip to status EN-ROUTE until the departure time from the first stop has been entered’.

NB) This last error applies to both Own fleet and Subcontractor trips.

’EN-ROUTE’ to ‘COMPLETED’ can only be done once all of the actual date/times have been entered in the debrief screen.

If the TRM_NEW_TRIP_STATUS_CHECKS flag is set to ‘Y’ then check all of the trip stops and ensure that they all have an actual arrival (SCH_TRIP.ACTUAL_ARRIVE) and departure (SCH_TRIP.ACTUAL_DEPART) date/times set. If not then error with :-

‘Can not change this trip to status COMPLETED until all of the actual arrival and departure date/times have been entered’.

‘COMPLETED’ to ‘CONFIRMED’ already has code to check the ‘TRM_SET_TO_COMPLETED’ system parameter.

If this parameter is set to ‘POC/POD’ then the code already ensures that all POC and POD flags have been set for all orders on the trip before allowing the trip to be moved to CONFIRMED status.

The only code change required is to return a error message (not an actual error) when all of the POC/POD flags are not set regardless of the system parameter in order for the Trip Debrief Screen to give a warning to the user that not all POC/POD flags are set.

Trip Debrief Form

An error message may be returned by the TRM.SET_TRIP_STATUS even though the call to the package was successful.

If this occurs then the message should be displayed as a warning in order to inform the user that they are setting the trip to status ‘COMPLETED’ without having ticked all of the POC/POD flags for all of the orders on the trip.

APPENDIX A TABLE UPDATES REQUIRED

No table changes are required for this development.

APPENDIX B QUOTE & DOCUMENT HISTORY

IMAGE

References

IMAGE

Glossary

IMAGE

Document History

IMAGE

Authorised By

IMAGE