Compartment Planning

Purpose

After assigning load-relevant documents and vehicles to a shipment, it is necessary to specify how the vehicle should be loaded. The assignment of product is carried out on the compartment level for the vehicles assigned to the shipment.

A number of checks are performed during compartment planning, including the following:

  • Product compatibility

  • Customer compatibility

These compatibility checks are used to ensure that the compartment is compatible with the product, and that the vehicle has the correct characteristics to deliver to the customer. Compatibility Checking is set up using a combination of master data and indicators in Customizing.

Vehicles

Together with a description of the vehicle, the weight and volume information for the vehicle is displayed. The weight and volume units of measure are taken from the shipment type.

The vehicle unladen weight and maximum weight are taken from the vehicle master data. The actual weight is calculated through the sum of the unladen weight and the weight of the loaded products. The actual volume is equal to the sum of the loaded products.

Vehicle Reconciliation

A report can be used to reconcile left-on-vehicle and prior-to-load quantities for a specified period of time. To run this report choose Start of the navigation path Logistics Next navigation step Sales and Distribution Next navigation step Bulk transportation Next navigation step Environment Next navigation step Vehicle Reconcile. End of the navigation path You can select the vehicle to be reconciled by filling in the necessary selection options in the Vehicle Reconciliation screen.

Compartment Planning

If only one vehicle is assigned to the shipment, the system proposes that vehicle as the one to be scheduled. Otherwise, you must enter a vehicle.

The compartments of the vehicle are represented by checkboxes next to each material line item. If the vehicle has more than ten compartments, these can be viewed by using the scroll buttons for horizontal scrolling. The checkboxes remain blank until product is scheduled.

Compartment Information

For each compartment assigned to a vehicle (represented as a check box in the Compartment Planning tabstrip) there are boxes to represent the maximum quantity for the compartment and the balance quantity (available capacity).

Process Flow

If a vehicle with multiple compartments is assigned to the shipment, it may be necessary to scroll to the compartments not visible in the Compartment Planning screen.

  1. For each material line item, you mark the check boxes for the compartments to which they are to be scheduled.

  2. When compartments are assigned to document items, the maximum quantity remains the same, but the balance quantity decreases to reflect the available capacity.

  3. The vehicle information also changes during compartment allocation in that the actual weight and actual volume reflects the new weight and volume. These are used to make sure the vehicle is not overloaded.

  4. As an option, you can go to the Document/Compartment details screen to make adjustments to the quantities allocated during compartment planning.

  5. After changing the quantities, you can see that the original quantities are changed by returning to the Compartment Planning tabstrip. The quantity changes are also reflected in the vehicle area of the screen.

Result

The result of compartment planning is is that document items are allocated to the compartments of a vehicle. A possible next step is to confirm the shipment, in which case the status changes to indicate the shipment is available for loading. If you decide not to confirm the shipment, you can save the current processing in which case the status of the shipment remains "partially scheduled".

Procedure:

Creating a Shipment

See also:

Vehicles

Transport Units

Vehicle Assignment

Document Assignment