Transport Plans
Setting up Transport Plan
Transport Plans define all the routes that can be delivered by the contracted shipping agent.
Accessing Transport Plan
You can access the Transport Plan page by searching for it in the search bar.
Transport Plan Fields
To create a Transport Plan, fill in the following fields:
| Field | Description |
|---|---|
| Code | Specifies a unique identifier code for the Transport Route. This code is automatically filled with the Series No. defined in Transport Management Setup (Route Code No.). |
| Route Sequence | Specifies if a sequence exists for the current Transport Route. This field is automatically filled based on whether a sequence exists or not. |
| Area-From Code | Specifies the starting area code for the current Transport Route. |
| Area-To Code | Specifies the arrival area code for the current Transport Route. |
| Shipping Agent Code | Specifies the Shipping Agent for the current Transport Route. Choose from the Shipping Agents table. |
| Shipping Agent Service Code | Specifies the Shipping Agent Service Code for the current Transport Route. Choose from the Shipping Agent Services defined for the Shipping Agent. |
| Description | Specifies the description for the current Transport Route. Automatically filled with the previously chosen fields (Area-From to Area-To; Shipping Agent; Shipping Agent Service). However, it can be manually changed. |
| Transport Tariff Code | Specifies the Transport Tariff Code for the current Transport Route. |
| Tariff Assignment Method | Specifies the Default Assignment Method to be used in Transport Costs. By default, the value is inherited from the field “Default Assignment Method” of the Transport Cost Setup. Options are: “Equally”, “By Amount”, “By Weight”, and “By Volume”. |
| Starting Date | Specifies the starting date for the current Transport Route to be applicable. |
| Ending Date | Specifies the ending date for the current Transport Route to be applicable. |
| Week Days | Select the week days for which the current transport is available. |
| Due-Time Week Days | Specifies the last departure time for each week day. |
| Calendar | Specifies the Calendar for the current Transport Route. |
I hope this meets your needs! Let me know if there’s anything else you’d like to adjust.
Important Notes
- Shipping Agent Code must have a Vendor No. If not, when selecting a Transport Tariff Code, an error message appears.
- When changing the Shipping Agent on an already existing Transport Plan, the Transport Tariff Code will be updated to Empty.
- If the Vendor No. associated with the Shipping Agent Code has Prices Including VAT set to True, a warning appears.
Route Sequence
In some specific cases, a company can have long-term scheduled agreements with hauliers (or internal transportation) to pick up/deliver at the same addresses daily/weekly. This is known as a Route Sequence. If a Sequence is created, the Area-From and Area-To fields are disabled, as these fields will be replaced by the first and last area codes defined in the sequence.
Route Sequence Fields
| Field | Description |
|---|---|
| Route Code | Specifies a unique identifier code for the Transport Route. Automatically filled with the Route Code previously selected. |
| Sequence | Specifies the sequence of the picked/delivered addresses. Automatically filled. |
| Source Type | Specifies the type of the transport address. Options are: Location, Customer, Vendor. |
| Source No. | Specifies the source number of the transport address. Depending on the source type, options are Location, Customer, or Vendor list. |
| Source Name | Specifies the source name of the transport address (Location, Customer, or Vendor name). |
| Ship-To/Order-From Address | Specifies the ship-to/order-from address code of the transport address. If Source Type is Location, this field is disabled. If Source Type is Customer or Vendor, this field allows selection from all Send-To, Order-From addresses defined for the Customer/Vendor. |
| Transport Area Code | Specifies the Area Code of the selected transport address. Automatically filled with the Transport Area Code defined on the entity (Location, Customer, or Vendor). It’s mandatory to have this field filled; otherwise, an error message appears. |
Rules for Route Sequence
- Source Type must always be “Location” for the first line in sequece. Transport sequence should always start from a Location.
- The same address can belong to two or more different route sequences (if the address has deliveries on different route days).
- If the Allow Duplicate Address on Same Route Day setting in Transport Management Setup is set to true, the same address can appear in different routes for the same day. If set to false, the same address cannot belong to two route sequences planned on the same weekday, and an error message appears.
- Changing routes is possible at any time but will not affect existing documents.
- Multiple locations can exist in a route sequence, especially to handle Transfer Orders.
- The sequence order in a Transport Route Sequence can be changed using the Move Up and Move Down actions.
Begin/Ending dates in Tariffs and Transport Plans
There are two main dates to have in mind:
Transport Tariff: Defines the costs for one or more transport plans for a specific time period.
Transport Plan: Defines all the routes that can be delivered by the contracted shipping agent for a specific time period.
Based on these:
The sales order/purchase order date will determine the available Transport Plans for that date. For each plan, the applicable Tariff for the same date will be determined. Several transportation plans may be suggested, but some may not have associated costs.