Transportation Planning

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Transportation Planning is configured and maintained via its own menu, TRA. For more information on the options that comprise the Transportation Planning menu, refer to the Transportation Planning Menu.

The Transportation Planning module brings together all the functions necessary for the planning of inbound and outbound trucks.

3. Changes (i.e., adding or removing orders) to a manifest are all made using the Transportation Planning program.

4. Releasing a manifest to warehouse is done via the Transportation Planning program.

The following charts illustrate how Transportation Planning is designed to be used.

The following calendar illustrates the timetable in which a single truck may be planned. It is possible to schedule appointments with your carriers weeks in advance of the shipment.

This menu, accessed via option TRA, includes all the programs you need to efficiently plan and execute your transportation/delivery needs.

Options 1-3 will be used on a frequent basis. They are the actual transportation planning usage options. Options 11-15 are for set-up and configuration. Once these files are built, they will not need to be regularly accessed except for maintenance and additions.

Menu Option	Description
Transportation Planning	Create, manage, and release trucks by manifest number. This option is also available via option 11 on the Delivery System menu (DEL 11). Note: For more information, refer to Transportation Planning - TRA 1.
Build-A-Truck	View open orders for customers, including total weight available to ship. Attach orders to trucks by manifest number. Build-A-Truck works within Transportation Planning or on its own. Note: For more information, refer to Build-A-Truck (TRA 2).
Warehouse Capacity Planning (Trucks per Day)	Displays overall schedule of trucks scheduled per day versus maximum number of trucks that can be managed. Note: For more information, refer to Warehouse Capacity Planning (Trucks per Day) - TRA 3.
Warehouse Capacity Planning Mode Maintenance	Establish the transport modes you will manage, such as full truck vs LTL. Note: For more information, refer to Warehouse Capacity Planning Mode Maintenance (TRA 11).
Ship Via Defaults Maintenance for Transportation Planning	Establish default transportation planning values for each of your ship via codes. Note: For more information, refer to Ship Via Defaults Maintenance for Transportation Planning (TRA 12).
Vehicle File Maintenance	Establish the types of vehicles being used and their weight limits. Note: For more information, refer to Vehicle File Maintenance (TRA 13).
Pallet Charge File Maintenance	Establish billing rates for pallets shipped with materials. Note: For more information, refer to Pallet Charge File Maintenance (TRA 14).
Change Notification Message & Email Address Maintenance	This option lets you create default email messages and also assign recipients. These emails are then automatically sent whenever the change event (i.e. a change on the manifest) takes place. Note: For more information, refer to Change Notification Message & Email Address Maintenance (TRA 15).

This option allows you to build your transportation workflow around a manifest and route. You begin by building a “framework” for the truck that includes a manifest number, route information and accounts assigned to each stop. The next step is to assign orders to each stop.

Note: Transportation Planning is also available on the Customer Service Menu (CUS) option option 21 and via option 11 on the Delivery System menu (DEL).

1. When option 1 - Transportation Planning is selected off the Transportation Menu, Manifest Inquiry screen appears.This screen automatically defaults to today’s date. Any manifests scheduled for delivery on or after today’s date are displayed. You can change the manifests displayed by changing the Warehouse and Date. You can inquire on previously shipped manifests by entering a past date. You can search through the manifest file by entering into any of the underlined column heading fields - Date, Manifest#, Ship Via, Truck Rte, or Dock.

2. To show all the manifests for the selected warehouse, remove today’s date and press Enter.

4. To create a new manifest, press F1. The Create New Stop Record Screen appears.

Note: You can use the C = Copy option to save an existing manifest’s header information (i.e., ship via, mode, accounts), but not the order/lines. This allows you to create “template” manifests that you can use for recurring routes/deliveries.

5. Use this screen to build the route information for your new manifest. Enter a Ship Date and Ship Via and press Enter. If the Ship Via Defaults Maintenance for Transportation Planning file has been built, the system automatically inserts the Mode, FOB, and Vehicle information based on the Ship Via code.

6. Enter the truck route for the manifest and press Enter. The system checks the Warehouse Capacity Planning program to ensure the specified truck is available for the delivery date. If a truck is available it reserves it.

In this example, the capacity is 20 trucks for this particular day of the week, and this was the first truck reserved, leaving 19 more trucks available.

7. Press Enter to return to the Manifest Inquiry screen. Notice that this new manifest is now included and has been assigned a number. Also note that no customer name displays, because you have not yet assigned stops or customers.

8. The next step is to enter some general route/stop information about the new manifest. Enter an M in the Opt field and press Enter to access the Manifest and Stop Information screen.

The top part of the screen displays the information we have already entered about the route. The new fields are described below.

9. Next, we need to add stops and accounts to the manifest. Press F1 to add a stop.

10. Enter the Stop code, and the Accounts from which orders will be pulled from for this stop. You can enter a drop number in the two character field after the account number. Drop numbers are only needed if you have more than one account number on a stop, and the customers want you to load their orders separately. For example, if you enter three account numbers, representing the branches of a large company, and you enter drop 01, 02, and 03 you can then palletize and load each drop separately.

11. The system automatically enters the address information from the first account entered. A stop, by definition, can only have a single address. All orders on a stop are automatically updated to the address shown in the Stop screen. You may override this address, and the overriding address is inserted into all orders assigned to the stop.

12. Add as many stops as the truck will make. Press Enter to return to the Manifest and Stop Information screen. The new stops are shown.

13. To assign orders to a stop, enter an A in its Opt field and press Enter. The system displays the Build-A-Truck program. All open orders for the accounts on the stop are displayed. Lines at certain statuses may be included or omitted. In this example, all lines that are already released to the warehouse are omitted, as represented by status S, X, A, and L. Build-A-Truck automatically omits any lines that are already assigned to another released manifest number. Build-A-Truck highlights orders that are currently assigned to another unreleased manifest, or that are on credit hold.

The Build-A-Truck screen shows the open orders including the total weight of each order, including back orders. However, at the bottom of the screen it shows Total Weight (the total of all orders on the screen), Total Weight Allocated (the total weight of all orders less backordered lines), and Total Weight Selected (the total weight of all the orders you have selected with the option X, less backordered lines).

14. Place an X in the Opt field of the orders you want to assign to this stop and press Enter.

15. The order’s current information (i.e., ship via, route, ship date, and shipto address) is changed to reflect the those of the current manifest and stop.

Notice also that the weight of these orders is totaled and shown in the Total Weight to Release field. This figure does not include the weight of backordered lines. You may also drill down to the order details by entering option I to see specific orders, or pressing F1 to see the detail lines of all the selected orders.

16. Press F7 to return to the Manifest and Stop Information screen. The weight you selected within Build-A-Truck is displayed next to the stop on the manifest screen. You may enter option A for all stops.

17. Press F6 to return to the Manifest Inquiry screen. The name and city of the first stop of each manifest is shown.

18. Use steps 1-17 to add new stops and/or accounts to a manifest. The manifest, stops, and assigned orders can remain in transportation until you are ready to release the truck to the warehouse for picking.

19. To release the orders to the warehouse for picking and loading onto a truck, enter an R in the Opt field and press Enter. You are returned to Build-A-Truck to review the orders that are being released. No changes are allowed when using the “R” function. However, you may use the Build-A-Truck inquiry features to check weights, items, etc.

21. The next screen allows you to release the manifest, and to optionally print several documents.

Document to print	Description
Master Pick Lists	Master Pick Lists include all of the lines released in Build-A-Truck, sorted in the optimal way for picking. You can establish the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program. Master Pick Lists can be set to include bar codes. Master Pick Lists are similar to load sheets, although the sort sequence you set for loading is different than the sort sequence for picking. Master Pick Lists print on plain laser paper, and can be bar-coded.
Manifests	Manifests are summary documents, showing a single summary line for each order. Manifests are sorted by stop number within each route, but you can set the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program. Manifests print on plain laser paper.
Bills Of Lading	Bills Of Lading print on pre-printed forms designed for common carriers. All printing and sorting options are controlled by the F9 function of the Warehouse Shipping Reports program. Note: It is not recommended that you print Bills of Lading from this screen. Bills of Lading should normally be printed after the truck is loaded.
Load Sheets	Load Sheets include all of the lines released in Build-A-Truck, sorted in an optimal way for loading. Establish the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program.
Process Changes to Barcode Label Pool	If you are using Dancik’s IWMS or any of Dancik’s pick pool programs, you must select this option. This option releases the orders to the picking and RF systems.

Note: From the screen above, you can also use F5 to enter notes. These notes remain in history and appear on the Master Pick List document. Press F7 to release and process the manifest.

22. After the manifest is processed and released to the warehouse, you are returned to the Manifest & Stop Information screen which shows the weight of the manifest released.

Once a manifest is released you can no longer use option A to assign or remove orders.

Build-A-Truck is a customer service application combining several inquiry, order maintenance, and document printing features. Although it is primarily designed for assembling and releasing truckload orders to customers, it has been optimized for all of the following tasks:

Note: If you intend to use the Transportation Planning module, which is Dancik’s recommended method for releasing trucks, then only use the stand-alone Build-A-Truck option for inquiry purposes. Perform all order selections and truck releases from within the Transportation Planning program.

1. Access Build-A-Truck via option 2 on the Transportation Planning menu (TRA) or via option 17 on the Customer Service Menu (CUS).

2. On the screen that appears, enter your order selection criteria (default selection criteria is displayed).

4. Note the total weight displayed (24, 876.57 lbs.). The Build-A-Truck program also displays the total weight of all allocated orders on the screen, and the total weight of selected orders less back orders. The new F12=Process All function is in the lower left hand corner.

5. Press F12 to include all the available orders in the Build-A-Truck process. F12 enables you to skip two steps in the regular Build-A-Truck process and go straight to the Printing options screen.

Note: You can also select all the orders by entering an X in the field above the Opt column and pressing Enter. After selecting orders, press F7 to proceed.

6. Orders in a back order status or that are otherwise unavailable to load on the truck (i.e. on credit hold) are not processed. Therefore, their weight is not considered.

Note: The recommended options are “Process Changes to Barcode Label Pool” and “Print Master Pick List”.

You can view and select the orders by Ship Via or Truck Route without entering an account number. This gives you the option of building a truck based on the truck route and ship via codes that are assigned to orders, regardless of who the customers are.

If no account number is entered, the screen is displayed in the following order:

1. Enter an account and the desired date span. Press Enter to display the orders that meet your criteria.

2. Update select orders on that screen to a specific future date, truck route, and stop. You can update the ship via, route, stop, run number, FOB, and ship date fields by simply entering new values and pressing Enter. The underlined fields are all update capable.

3. Change to another account# and select orders, also updating them to that same route, but the next stop#. Also update ship dates as needed.

5. Then to build the truck by route - remove the account numbers, and enter that specific truck route and specific date as the span.

6. You will see all the orders you just updated to that route and within that date span - in stop# sequence.

Note: You can narrow the date span to a single ship date if you only want to include orders you have already changed to a specific date. Based on the weight, you could decide to release all of these orders as a truckload. In that case, you would need to change the ship date of all the orders to be a single ship date, and then release the truck. Also note that we recommend you become familiar with the Transportation Planning program, which includes an alternate way to use Build-A-Truck.

The following screen is the main Build-A-Truck Summary Order Inquiry for a customer. In the example, only orders with ship dates between 04/26/06 and 06/23/06, and ship via OT are displayed. Order lines already at status S, X, or A are omitted, as they have already been released. Only orders to be shipped from warehouse RAL are displayed. Any orders already processed with a manifest number are also omitted.

The Order Summary Screen shows the total weight and the total number of lines being displayed. Each customer order is represented by a single line on the summary screen. Select orders to work with by entering an X in the Opt (option) column.

Note: Orders on credit hold display in reverse image and pink. Orders which are permanent holds (status H) display in reverse image and red.

Field	Description
Warehouse	The warehouse from which the orders are scheduled to be shipped. This warehouse can be prefilled based on your default Control Panel warehouse, or the default warehouse of the customer account you are working with. You can change this warehouse if you are authorized.
Manifest#	Manifest number assigned to this Build-A-Truck session. If no manifest number has been assigned, then none is shown.
Account #	You can enter up to five customer account numbers on a single Build-A-Truck session. You only need to enter more than one account if you are creating a combined truckload.You may leave the Account# fields blank if you are viewing by ship via and/or routes.
Ship Via	Leave this field blank in order to include orders regardless of their ship via codes. You can limit the Build-A-Truck session to up to three ship via codes.
Truck Routes	Leave this field blank in order to include orders regardless of their truck routes. You can limit the Build-A-Truck screens to up to three truck routes.
Ship Dates	Enter the span of ship dates to include. The default ship dates shown are based on the Build-A-Truck Selection Defaults.
I/O Status	Include orders based on status codes by entering I, followed by the status codes to include. Omit orders based on status codes by entering O, followed by the status codes to omit.
Opt	The option field allows you to select orders. Enter X in the opt field to select that order. Enter I in the Opt field to display the order.
Cust PO#	The customer’s purchase order number.
Order#	The order number.
Ship Via	The ship via of each order, this field can be updated for any displayed orders.
Trk-Rte	The truck route of each order. This field can be updated for any displayed orders. The truck route consists of three separate two-character fields; truck route, stop and run number.
FOB	FOB code of each order. This field can be updated for any displayed orders.
Ship Date	Ship date (date required) of each order. This field can be updated for any displayed orders.
Weight	Total weight of each order. Note: Only includes lines meeting the selection criteria above. Back ordered lines are included, unless the “I/O Status” parameter is set to omit back orders.
# of lines	Total number of line items on each order shown. Note: only includes lines meeting the selection criteria above.
Total Weight	Total weight of all orders included on the summary screens which will include back orders unless the “I/O Status” parameter is set to omit back orders.
Total Weight Allocated	Total weight of all orders on the summary screen, excluding back orders.
Total Weight Selected	Total weight of all selected orders included on the summary screens, less back orders.

The following is the main Build-A-Truck Summary Order Screen, after orders have been selected by entering X in the Opt field.

The screen above shows the number of pounds of the available weight that was selected.

The following function keys are available from the Build-A-Truck Summary Order Screen:

Function Key	Description
F1	Displays the applicable line items in orders selected from the summary screen. Orders are selected with option X.
F2	Toggles between the folded and unfolded view of the summary screen. The unfolded view displays additional information about each order.
F4	Cancels the current Build-A-Truck session. The program is exited without any updates or processing being performed.
F5	Refreshes the screen. The current status of all orders on the screen is rechecked, and the most current status is then displayed. This is only necessary if other users are updating these orders simultaneously. F5 causes the latest updates to be reflected on the screen. F5 is the equivalent of exiting the program and then returning to the program, with the same selection criteria.
F7	Displays the Build-A-Truck Processing Options Screen, which allows you to generate documents and process your Build-A-Truck entries and selections.
F9	Retrieves a unique manifest number, which is assigned to the selected orders and lines.
F10	Displays the Warehouse Capacity Planning Program and reserves outbound shipping capacity.
F12	Automatically selects all orders on the screen, and selects all lines except backordered lines.
F24	Displays the Build-A-Truck Additional Functions Screen, which includes several miscellaneous features.

Pressing F2 displays the shipto name for each order on the screen. This is important if multiple accounts or shiptos are being displayed.

The following screen is the main detail screen of Build-A-Truck. It displays the detail line items of the orders selected on the summary screen. It is accessed by selecting orders and then pressing F1.

Order line items are selected for release by entering L on the Opt field. If you enter “L” in the field on top of the “O” column, then the “L” is inserted into all lines except back orders.

Note: If you get an error message telling you that you are in a protected part of the screen when you try to enter an L in the O (option) column, you probably need to go into your user control panel and set the Bld-A-Trk Updates field to Y.

This screen can also be used to split lines, and to assign packing instructions in the Drop and Group Fields as described below:

Field	Description
Item#	Item numbers of the displayed lines.
Serial#	Serial numbers of the displayed lines. Back orders have no serial numbers.
Qty	Quantity of the displayed lines. The quantity is normally displayed in the native UM. You can change the UM field in the heading area, to any UM. If a line has been partially invoiced, only the remaining open quantity is shown.
U/M	The unit of measure of the displayed lines. The UM can be overridden by entering an alternate UM in the UM field above the UM column.
Ship Date	The ship date of the displayed line items. The ship date can be updated for released lines or split lines.
S (Current Status)	The S column displays the current order status of each displayed order line.
O (Option)	The O column allows you to enter one of the following options: L to select the line for release, as part of the Build-A-Truck. L means release for picking, and include in the Build-A-Truck shipment. The program prevents you from releasing lines on credit hold, or lines on back order. I to inquire. I displays the Inquiry screen. It displays further information about the line, included message lines and current inventory. S to split lines. S splits the single line item into two separate line items. When S is specified, a split quantity must also be specified in the Splt-Qty field. When quantities are split, item policies such as “no broken cartons” are enforced. Note: There is an underscore on top of the O field heading. This field allows you to specify an option pertaining to all lines on the screen. For example, enter L above the O option heading, in order to apply option L to all lines.
Split Qty	Enter a split quantity with options L or S. If you enter a split quantity with option L, the line is split when the entire Build-A-Truck is processed. When you enter a split quantity with option S, the line is split immediately. A split quantity is the quantity to remain on the current line.
Drop	Enter a one or two-character code representing a drop or cross-docking code for the customer.
Group	Enter a code (up to 10 characters) representing a group of items packed together.
Total Weight on Screen	Total weight of all line items displayed on the detail screens.
Total Weight Released	Total weight of all lines with an L in the option field.

The following screen is the main Build-A-Truck Detail Screen, after lines have been selected for release by entering L in the O option field.

Notice that some of the items are in a back order status. A backordered or held line cannot be released. If it is flagged to be released, you will receive an error message.

Function	Description
F1	Redisplays the summary screen.
F2	Toggles between the folded and unfolded views of the detail screen. The unfolded view displays additional information about each line item, including the item description, location, quantity, weight, customer PO, order, line, and account numbers.
F4	Cancels the current Build-A-Truck session, and exits the program without any updates or processing being performed.
F5	Refreshes the screen. The current status of all orders on the screen is rechecked, and the most current status is then displayed. This is only necessary if other users are updating these orders simultaneously. F5 causes the latest updates to be reflected on the screen. F5 is the equivalent of exiting the program and then returning to the program, with the same selection criteria.
F7	Displays the Build-A-Truck Processing Options Screen, which allows you to generate documents and process your Build-A-Truck entries and selections.
F9	Retrieves a unique manifest number, which will be assigned to the selected orders and lines.
F10	Displays the Warehouse Capacity Planning Program which allows you to reserve outbound shipping capacity.
F24= Additional Functions	Displays the Build-A-Truck Additional Functions Screen, which includes several miscellaneous features.

The first selected line above has a split quantity of 100.00 SF. This means only 100.00 SF of the 151.67 SF are shipped as part of this Build-A-Truck. The remaining 51.67 SF are split into a separate line, which will be shipped at a later date or as part of a separate shipment. When splitting lines, the NB policy (no broken cartons or units) is enforced.

Each line above contains a drop code of A or B. Drop codes can be up to two characters long, either digits or alpha characters. Drop codes can represent branches or cross-docking instructions for your customer. They are used for packing or loading instructions in your warehouse, as well as unloading instructions for your customer’s warehouse. In the example above, the customer wants all material separately designated and packed for drop A and B. When you build the truck with the customer, they can provide you with this information, either over the telephone or based on written instructions. Each line can also contain a group code. The group code is ten alpha numeric characters. It can be used instead of, or in addition to, the drop code. The group code is primarily designed for job packing. In the example above, one line has been identified as LOT 30, and another line as LOT 40 further assisting the customer when unloading the shipment. The drop and group codes appear on the Master Pick List Document, and can be used for sorting. The drop and group codes also appear on the Shipping Labels, which can be printed on demand and attached to each pallet or carton. If you provide job pack services to your customers as you are building trucks, enter drop codes to represent large groupings such as branches or cross docks, and group codes for specific jobs. For users of Dancik’s IWMS, the drop code appears on some RF screens that are used in the loading process.

Do not confuse the terms “stop” and “drop”. A “drop” is part of a “stop”.

The following Build-A-Truck Processing Options are displayed if you have selected at least one line to be released, and then press F7.

Document to print	Description
Master Pick Lists	Master Pick Lists include all of the lines released in Build-A-Truck, sorted in the optimal way for picking. You can establish the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program. Master Pick Lists can be set to include bar codes. Master Pick Lists are similar to load sheets, although the sort sequence you set for loading is different than the sort sequence for picking. Master Pick Lists print on plain laser paper, and can be bar-coded.
Manifests	Manifests are summary documents, showing a single summary line for each order. Manifests are sorted by stop number within each route, but you can set the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program. Manifests print on plain laser paper.
Bills Of Lading	Bills Of Lading print on pre-printed forms designed for common carriers. All printing and sorting options are controlled by the F9 function of the Warehouse Shipping Reports program. Note: It is not recommended that you print Bills of Lading from this screen. Bills of Lading should normally be printed after the truck is loaded.
Load Sheets	Load Sheets include all of the lines released in Build-A-Truck, sorted in an optimal way for loading. Establish the sort sequence using the F9 defaults function of the Warehouse Shipping Reports Program.
Process Changes to Barcode Label Pool	If you are using Dancik’s IWMS or any of Dancik’s pick pool programs, you must select this option. This option releases the orders to the picking and RF systems.

Any of the allowed options process the changes you have made on the Build-A-Truck Screens, and print the respective documents. All of the documents include only the order lines you have selected to release, and only the order lines in the manifest number you are working on. If you have not selected a manifest number in Build-A-Truck, a manifest number is assigned before any documents print.

In order to process your Build-A-Truck, enter X next to one or more of the options, and press F7. When you process a Build-A-Truck, if you have not yet assigned a manifest number, one is automatically assigned at this time.

The following is the Build-A-Truck Additional Functions Screen. It is accessed via the F24 key, from the Build-A-Truck summary or detail screens.

Function Key	Description
F1	Saves your current Build-A-Truck work in progress. Use this option to save the screens as they are, so you can return to them later. After pressing F1, you can exit the program and return at any point later. To retrieve the saved work, use F2 on this screen as described below.
F2	This option allows you to view a history of all Build-A-Truck sessions by manifest number, user ID or date. The screen above displays a list of all Build-A-Truck sessions either processed or saved. By default, the screen displays in manifest number sequence. You can position to and sort by user and date, as well as manifest number. Retrieve a saved Build-A-Truck session by using option R. Display or enter notes for a manifest by using the N option. Note: A Build-A-Truck session is always related to a single manifest number. Position To Manifest# - Enter a manifest number in order to display a list of manifest numbers starting with the entered manifest number. Position To User - Enter a user ID in order to display a list of manifest numbers sequenced by user ID, starting with the user ID entered. The user ID shown is the user who originally created the Build-A-Truck manifest. Position To Date - Enter a date, in MMDDYY format, in order to display a list of manifest numbers sequenced by date, starting from the entered date. The date shown is the date that the manifest was created or last updated. Opt (Option) - Option N displays the notepad screen for the manifest. You can view, add or update the notes. Option R retrieves a saved but unprocessed manifest, so you can continue working on it. When you enter option R, the Build-A-Truck Screen is displayed as you originally saved it. However, all orders are refreshed and rechecked, so their current status is displayed. If an order was cancelled or shipped on another manifest since you saved your Build-A-Truck, then it no longer appears. New orders meeting your selection criteria also appear. Manif# - Manifest number. User - User ID of the user who originally created the manifest. Date/Time Created/Updated - Date and time the manifest was created or last updated. Total Weight Rel - Total weight released via option L on the manifest. Notes - N indicates no notes were entered for the manifest. Y indicates notes exist for the manifest. Processed? - N indicates the manifest was saved, but not yet processed/released. N indicates this manifest can be retrieved and completed. Y indicates the manifest was already processed/released. No more work can be done on the manifest.
F3	Prints the Build-A-Truck Worksheet. The worksheet includes all information on the Build-A-Truck Screens, in a format designed for easy reference by your customers.
F4	Displays the Build-A-Truck Selection Defaults Screen. It allows you to set global defaults for the Build-A-Truck Selection criteria. The field Enter Warehouse allows you to establish a default warehouse. This warehouse automatically populates the Warehouse field in Build-A-Truck, and unless changed, it is where the system will pull orders from. You may also set defaults for the ship via codes and truck routes. All defaults can be overridden from the Build-A-Truck screen. You can include or omit lines with each order based on line status codes. You can set rules so that a manifest can not be released unless all of the orders on the manifest have been updated to the same ship date, ship via, and/or truck route. You can set Build-A-Truck to automatically update the Warehouse Capacity Planning files every time you save a Build-A-Truck entry. The setting Allow Order to be Selected for Manifest w/o printing Pck List allows you to select/add an order that has not had a pick list printed. If set to Y, and you attempt to add an order that has not had a pick list printed, the order is highlighted and an error message appears. Activate the F5 Refresh Options by entering an “X”. You can activate one or both to ensure that any order lines added to the order and backordered items received after the order has been selected to go on a truck are automatically included in Build-A-Truck, when F5=Refresh is pressed on the Build-A-Truck screen.
F6 and F7	Return to previous screen.

The Warehouse Capacity Planning Modes Screen represents activities within a warehouse to which resources are allocated. It is common for warehouses to have the following modes:

After selecting option 11 on the Transportation Planning menu, the Warehouse Capacity Planning Mode Table Entry screen appears.

Enter U to add or update the Warehouse Capacity Planning Mode Table or I to Inquire. The following screen appears.

The Warehouse Capacity Planning Modes established in this program are used by the Warehouse Capacity Planning Program. The Warehouse Capacity Planning Program can establish the resources available for each mode, such as how many trucks can be unloaded each day. Enter the modes using the fields on the above screen.

This file allows you to establish default values that relate to each of your ship via codes. This information is automatically inserted into the applicable fields during Transportation Planning when the ship via code is entered when setting up a new manifest. These ship via defaults only affect Transportation Planning.

1. Select option 12 - Ship Via Defaults Maintenance for Transportation Planning on the TRA menu. A listing of the current transportation planning ship via codes appears.

2. Enter the appropriate Option code (C, D, I, or U) to perform the necessary action. Press F1 to add a new record. The screen below shows the update screen for the Ship Via code CC.

Field	Description
Mode	There are modes shown in this example. However, you may set up as many modes as you require. LTL - Less Than Truck Load - This mode can be used for ship via codes of carriers that ship in LTL capacity for you. TRK- This mode is for full truck loads and may be assigned as the default to ship via codes that normally ship in full truck loads.
FOB	FOB codes are one-character, user-defined codes that represent shipping freight terms. Example FOB codes include: C - Customer's warehouse F - Factory P - Port of entry W - Our warehouse 1 - Freight collect 2 - Freight prepaid 3 - Freight bill to follow Note: FOB codes are created using the Classification Codes File on the File Maintenance menu.
Vehicle Id	Enter the vehicle identification number that will normally be used for this ship via.

3. When a ship via code is first entered during transportation planning process (program TRA 1), the circled fields are automatically populated if they are empty, and default values are found in the Shipvia Defaults file. In this example, the user entered ship via CC, and left the other fields blank. When the user pressed Enter, the default values for Mode, FOB, and Vehicle were retrieved.

The Vehicle File defines characteristics about each vehicle used in the delivery of goods.

If you do not know the Vehicle ID, press F6. All the available vehicle IDs appear.

2. Enter a Vehicle ID and Action Code and press Enter to access the Vehicle File Profile Screen.

Field Name	Description/Instructions
Vehicle No.	The number you assign to that vehicle as entered on the Vehicle Entry Screen.
Description	Enter a brief name or description of the vehicle.
Warehouse	The warehouse to which the vehicle is normally assigned.
Outstanding Features	A description of features of the truck that identify it from the rest of the fleet.
Mileage	Current vehicle mileage.
Last Inspection Date	Date of last inspection on the vehicle.
Maximum Weight	Maximum allowable weight to be loaded on the vehicle.
Maximum Cubes	Number of cubes the vehicle will hold.
Lease Number	Option if vehicle is leased.
Comments	Insert pertinent comments here.

Use this option to build company and account specific charges for shipping pallets. These pallets charges appear on the order as a miscellaneous charges. Pallet charges may be assigned within the Transportation Planning program (TRA 1).

1. Select option 14 - Pallet Charge File Maintenance from the TRA menu. The current pallet charges appear.

2. Enter the appropriate Option code to perform the necessary action. The screen below shows the update screen for the System Default. The overall system default is entered under company number 0 and account number 0.

Note: The System Default is used to assess pallet charges if an account does not have a pallet charge record established.

Field	Description
G/L Company # G/L Account #	This is the general ledger company and account where the pallet charge is posted.
Cost Center	You can use cost centers to define different aspects of a business for analysis. A cost center consists of records for sales, warehouse, office, and administration. It also consists of records for major product categories or divisions, such as wood, or ceramic tile. A cost center is similar to a profit center where sales, gross profit, and expenses are analyzed on financial statements. You can generate reports analyzing expenses and other financial information by cost center. Complete inventory information is tracked for each cost center that represents a product category or division. Cost centers are created in the Cost Center File (ACT 6).
Price per Pallet	The price you are charging per pallet.
Cost per Pallet	The cost of each pallet to you.
Taxable Y/N	Do you want the system to add tax to the pallet charge? If so, enter a Y in this field.

This option lets you create default email messages and also assign recipients. These emails are then automatically sent whenever the change event (i.e. a change on the manifest) takes place.

Note: The system wide setting Options for Transportation Planning dictates a cutoff time and day before an email message is sent out alerting those concerned that updates have been made to a manifest.

1. Select option 15 - Change Notification Message & Email Address Maintenance on the Transportation Planning menu (TRA).

2. At the current time, only one event trigger is available for Transportation Planning. It can be used to send alerts whenever a manifest is changed. Changes can include changes in dates and/or addition or deletion of orders to the manifest.

3. To add a default message or recipient, enter an X in the Opt field and press Enter.

4. The Subject of the email will be TPDATACHG - Transportation Planning manifest change and the message will be what is enter into the Default Message field along with the number of the manifest that prompted the change.

Field	Description
Seal	Enter the seal number for the truck here.
Pro#	When the common carrier pro number is scanned in, it is inserted in this field. You may also key in this number.
Appt Date Time	If the delivery location requires a delivery appointment and time, enter them here. If the truck travels overnight, the appointment date may be later than the ship date.
Comment	Enter any comments needed for this route, i.e. Call one hour before delivery.

Function	Description
F4	Cancels the Build-A-Truck session.
F5	Accesses a notepad screen that can be used to enter notes for this Build-A-Truck. The notes entered are stored with the manifest history file. They are redisplayed using the Build-A-Truck Inquiry And Retrieval Option. These notes also print at the top of the Master Pick List document. Enter notes regarding the picking and loading of this shipment, or special instructions as dictated by the customer.
F6	Returns to the previous Build-A-Truck session.
F7	Processes your entry and completes the Build-A-Truck process.