Plan department

Use plan departments to group the orders, sections, and trips that a team of planners is responsible for. The plan department also determines which planning screen the planners work in, and which sections and trips they see there.

The plan departments that you need depend on your company structure. Examples are:

• Transport
• Dedicated
• Crossdock
• National / International
• Self / Outsourced

You can set a plan department on the following items:

• Orders
• Sections
• Trips

Note

You can add the fact box My Planning Department to the role center. It gives planners quick access to the planning they're responsible for.

How a plan department is assigned

A plan department is filled in on an order or section in one of the following ways:

• Manually, by entering a plan department on the order.
• Through a plan box. When a plan box is assigned to a section, the plan department of the plan box is copied to the section.
• Through the routing strategy. The routing strategy can determine the plan department, the plan box, or both. The functions GET_PLAN_DEPARTMENT and GET_PLANBOX run this logic. For more information, see Function Set Entries.

Set up a plan department

1. Choose the icon, enter Plan Departments, and then choose the related link.
2. Choose New to create a plan department.
3. Enter a No. and a Description.
4. Select the Type. The type determines which planning screen the planners use.
5. Fill in the other fields as necessary. The following table describes the fields that need more explanation.

Field	Description
Type	Determines the setup of the planning screen. Crossdock: an overview of all trips that have planned activities on the crossdock address. See Crossdock Screen. Planning: a combination of the Section Planbox and the Trip Planning Screen, so you can plan sections efficiently on trips. Resource Dispatcher: see Resource Dispatcher.
Employee No.	The employee who is responsible for this plan department. Full Name shows the name of that employee.
Default Trip Cost Service No.	The service that is used for automatically created trip costs.
Trip Table Filter	A filter on trips. The Trip Planning Screen only shows the trips that match the filter.
Section Table Filter	A filter on sections. The Section Planbox only shows the sections that match the filter.
Activity Table Filter	A filter on planned activities. The Crossdock Screen only shows the activities that match the filter.
Activity Calculation Type	Determines how the activities of trips are calculated. Default: the basic calculation of activities. Manual Activities: an advanced calculation of activities. Milk Run: use only for dedicated trips.
Automatic Trip Planning	When enabled, the activities of trips in this plan department are calculated automatically when the trip changes. When disabled, the trip is only marked as needing an activity calculation.
Route Text Provider	Determines how the route text is generated for trips in this plan department. If you leave the field empty, the setting in Transport Setup is used.
Sequence Calculation Method	The sequence calculation method for this plan department. It overrides the method in Transport Setup.
Default Site	The default depot site of the plan department. Default Site Description shows the name of that site. The crossdock screen uses the default site as its address.

Plan department lines

By adding lines to a plan department, the sections that appear in the Section Planbox are filtered automatically.

Field	Description
Description	The description of the line.
Date Filter	The date filter that is applied. Select it from the list.
Plan Department Type	The type of the line. If you leave the field empty, the type of the plan department is used.

Structure of the planning screens

Related information

Plan Box List Section Planbox Routing Strategy Transport Setup