Trip Planning Process

Purpose

The shipment planning workbench allows you to plan and optimize shipments.

Note Note

You can use the shipment planning workbench to change shipments with the following statuses:

  • 1 (partly scheduled)

  • 2 (completely scheduled)

You can use the shipment planning workbench to display shipments with the following statuses:

  • 3 (partly loaded)

  • 4 (completely loaded)

  • 5 (partly confirmed)

  • 6 (completely confirmed)

End of the note.

Prerequisites

You can create a shipment plan in two ways:

  • Based on a trip schedule, and dependent on the transportation planning point, vehicles are assigned to a driver .

  • Independent of the driver-vehicle assignment.To do this, you must deactivate the driver-vehicle assignment in Customizing for the Industry Solution Oil & Gas (Downstream) .To make this setting, choose Start of the navigation path TD (Transportation and Distribution) Next navigation step TD Bulk Shipment Next navigation step Shipment Planning Workbench Next navigation step Maintain Attributes for Transportation Planning Point End of the navigation path .

Process Flow

  1. You determine the transportation planning point.

  2. In Customizing, if you have set the indictor that requires you to make a driver-vehicle assignment, you determine the:

    Planning date

    Driver shift

    Driver

    Shipment status

    For the shipment status, the system defaults the maximum value from Customizing for the Industry Solution Oil & Gas (Downstream) .You can maintain this default value by choosing Start of the navigation path TD (Transportation and Distribution) Next navigation step TD Bulk Shipment Next navigation step Shipment Planning Workbench Next navigation step Maintain Attributes for Transportation Planning Point End of the navigation path .

    In Customizing, if you have deselected the indicator that requires you to make a driver-vehicle assignment, the selection screen contains the following fields. You can enter data as a range in these fields:

    Planning date

    Driver shift

    Vehicle number

    Shipment number

    Plant

    Shipment type

    Carrier

    Driver number

    Shipment status

  3. If there are shipments that correspond to the selection criteria, the system proposes these shipments for the shipment plan.

    If there are no shipments that correspond to the selection criteria, you can create new shipments or import existing shipments.

    To optimize the shipments so they reflect the shift schedule, you can change the sequence of the shipments.

  4. You have the following processing options :

    • Assign delivery notes to shipments

    • Exchange delivery notes between shipments

    • Delete delivery notes from shipments

    • Change the sequence of delivery notes within a shipment.

  5. You generate shipment planning. The shipment plan is now saved and all changes you made are activated.

Result

The system creates a status log of all changes that were successfully generated and of all planned changes. There is a checkmark beside changes that have been generated.