Scheduling Maintenance

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The Schedule Maintenance screen defines several items:

  • Schedule Rules
  • Scheduling Engine Processes.
  • Top-up
  • Delivery Schedule.

Schedule Rules Tab

You can maintain the schedule rules here.

Schedule rules determine collection and delivery windows for orders based on the service level, customer, cost centre and zones of the source and destination location of the order.

Sched rules.png

To create a record, you must define the following information:

  • Cost Centre - will be matched to the cost centre on the order
  • Customer - will be matched to the customer on the order
  • Rule - name for the rule record
  • Cut off - if an order is entered after this time, 1 day is added to each offset date
  • Offset - delivery offset which identifies the number of days added to the current date for the delivery window.
  • Early Time - used to set the early del window time
  • Late Time - used to set the late avail and late del window time
  • Service Level - will be matched to the service of the order
  • From Zone - will be matched based on the from location of the order falling within the Zone
  • To Zone - will be matched based on the to location of the order falling within the Zone
  • Coll Offset - collection offset which identified the number of days added to the current date for the collection window.
  • Del Offset
  • Mode
  • Exc

When adding a new order, a function will access this table and return the relevant collection and delivery windows for the order, where a matching record is identified.

A record should be added to the schedule rules for every customer, cost centre combination covering the available zones. Zones may be created specifically for this table or existing Zones created for the scheduling engine or Finance charging may be re used. This table will only cover Standard service levels.


You can also import schedule rules through Imports:


Scheduling Engine Tab

You can configure which scheduling engines are running from this screen, and start or stop the scheduling engine process with the provided buttons. When starting, you can specify a number of minutes. Usually 3 to 5 minutes is often enough for this automatic scheduling process.

Sched engine.png

You can choose the following for each process:

  • Included - whether this process is included in the run.
  • Run Order - what order to run the included processes, smallest number first.
  • Incl on Cust Drop
  • Unplanned Order Email - an email address to send an email to if an order lands and is not planned by the scheduling engine.

The available processes are:

  • Dedicated Haulage Schedule
  • Top Up Process
  • Network Schedule
  • NHSBT Schedule
  • Dedicated Haulage Schedule
  • Home Delivery Network Schedule
  • Mandated Carrier
  • Parcel Carriers
  • Wholesale Schedule
  • 3PL Carriers
  • Baxter Trunks
  • Van Fleet


Audit Tab

You can see auditing generated from the automatic scheduling engine process on this tab.

Sched audit.png


Top Up Tab

Warning Warning: This is an incomplete guide.


Sched topup.png


Delivery Schedule Tab

Warning Warning: This is an incomplete guide.


Sched del sched.png


Further Configuration

The following system parameters affect this functionality:

Parameter Description Level
AUTO_SCHED_INACTIVE_DEPOTS List the inactive depots to exclude from the fixed drop scheduling engine. SYSTEM
ENGINE_RUNNING Indicates whether the Scheduling Engine is running SYSTEM
OMS_RESET_AUTO_PROC Will the auto-processed flags of the order for the scheduling engine be reset when the early delivery date and time is changed? (Y/N) COST_CENTRE
SCHED_ENG_PART_PLAN Will the network scheduling engine allow orders to be partially planned?(Y/N) COST_CENTRE
SCHED_EXC_SI Exclude order with special instructions from engine COST_CENTRE
TRM_EXCL_TIME_VALIDATION Indicates if the available time of an order is not compared to the cut-off time for TRUNK or LINEHAUL routes in the network scheduling engine (Y/N). SYSTEM
TRM_LOC_RADIAL_ROUTES Indicates if a radial route that is stored for the location will be used in the scheduling engine instead of the location zones (Y/N). SYSTEM
TRM_OFFSET_PUBLIC_HOLIDAY Indicates if the order time windows and the scheduling engine will be offset for the public holiday at the country, depot or route level (Y/N). SYSTEM
AUTO_SCHEDULING Auto Scheduling of orders COST_CENTRE
ORD_OMIT_PACK_SCHEDULING Omit the scheduling of the order and only print the label when pack confirming. COST_CENTRE
ORD_ON_SCHED_DEL_LOC Du category to be assessed for exclusion from parcel scheduling CUSTOMER
TRM_EXCL_REG_AUTO Planning Regions to be excluded from Auto Scheduling COST_CENTRE