Table of Contents

Routing Strategy

General

By setting up Routing Strategy, it is possible to assign sections automatically to a specific Department, Plan Department, Plan box, or Carrier. For example based on an Ordertype and destination a Department can be determined. Based on the Department and Region the Plan Department can be determined. Based on the Plan Department and Region the Planbox can be determined. Based on the destination and other conditions a Carrier can be determined automatically.

Functional

Routing strategies can be set up individually for Departments, Plan Departments, Plan Boxes (or a combined Plan Department & Plan Box strategy), and Carriers. The setup is the same for all strategies, only the Strategy Type differs — the routing strategy card only shows the fields relevant to the selected type.

Note

To apply routing strategy one of the following functionsets must be added to the status template of a section when releasing the section.

Routing Strategy Header

Routing Strategy Header

Fields
  • Code: An unique code.
  • Strategy Type: Select Department, Plan Department, Plan Box, Plan Department & Plan Box, or Carrier depending on the strategy to be created. Changing this field also changes which result field is shown on the strategy lines and detail lines.
  • Description: A text which describes the Routing Strategy.
  • Valid From Date: The date from which the Routing Strategy is valid.
  • Valid To Date: The date on which the Routing Strategy ends.

Routing Strategy Lines

Routing Strategy Lines

Actions
  • New Line: will add a new line above the current selected line.
  • Delete Line: will delete the selected line.
Fields
  • Priority: The Routing Strategy determination starts with the first prio. When the TMS Document applies the filters and conditions that line will executed.
  • Description: A text which describes the Routing Strategy Line.
  • Valid From Date: The date from which the Routing Strategy Line is valid.
  • Valid To Date: The date on which the Routing Strategy Line ends.
  • Table Filter: Set up a table filter on the document, when the filter applies this line will executed.
  • Criteria Code: Select a Criteria code, when the criteria applies this line will executed.
  • Region From Code: Select to a Region. When the from address is in this region, this line will executed.
  • Region To Code: Select to a Region code. When the to address is in this region, this line will executed.
  • Area: Select to an Area code. When the from and to address are in this area, this line will executed.
  • Reverse Regions: By checking this parameter values in the Region From Code en Region To Code will be reversed as well.
  • Skip Depot in Region Check
  • Date Validation Field: Optionally select a date field on the TMS Document (for example a loading or unloading date). When set, the line only applies on the weekdays checked below; if left empty, the line applies on every day of the week.
  • Monday … Sunday: The weekdays on which this line applies. Only used when a Date Validation Field is set.
  • Result Department: When there is no Routing Strategy Detail Line and Strategy type is Department the Department is validated on the TMS Document.
  • Result Plan Department: When there is no Routing Strategy Detail Line and Strategy type is Plan Department the Plan Department is validated on the TMS Document.
  • Result Plan Box: When there is no Routing Strategy Detail Line and Strategy type is Plan Box the Plan Box is validated on the TMS Document.
  • Result Carrier No.: When there is no Routing Strategy Detail Line and Strategy type is Carrier the Carrier is validated on the TMS Document.

Routing Strategy Detail Line

Routing Strategy Detail Line

Fields
  • Priority: The Routing Strategy determination starts with the first prio. When the TMS Document applies the filters and conditions that line will executed.
  • Description: A short text which describes the Route Detail Line.
  • Valid From Date: The date from which the Routing Strategy Detail Line is valid.
  • Valid To Date: The date on which the Routing Strategy Line ends.
  • Table Filter: Set up a table filter on the document, when the filter applies this line will executed.
  • Criteria Code: Select a Criteria code when the criteria applies this line will executed.
  • Region From Code: Select a Region. When the from address is in this region, this line will executed.
  • Region To Code: Select a Region code. When the to address is in this region, this line will executed.
  • Area: Select an Area code. When the from and to address are in this area, this line will executed.
  • Reverse Regions: By checking this parameter values in the Region From Code en Region To Code will be reversed as well.
  • Skip Depot in Region Check
  • Date Validation Field: Optionally select a date field on the TMS Document (for example a loading or unloading date). When set, the line only applies on the weekdays checked below; if left empty, the line applies on every day of the week.
  • Monday … Sunday: The weekdays on which this line applies. Only used when a Date Validation Field is set.
  • Result Department: When the line applies this Department is validated on the TMS Document.
  • Result Plan Department: When the line applies this Plan Department is validated on the TMS Document.
  • Result Plan Box: When the line applies this Plan Box is validated on the TMS Document.
  • Result Plan Box Function: A function can be applied so when a routing strategy is applied it will check if a Milkrun Strategy and Milkrun Template can be identified.
  • Result Carrier No.: When the line applies this Carrier is validated on the TMS Document.
  • Result Carrier No. Function: A function can be applied to determine the Carrier instead of using a fixed value.

Best Practice Example

  1. Department The demo-environment is setup with two divisions/Departments: International and National(The Nethterlands). The first Routing Strategy can be set up as shown in the following screenshot:

Routing Strategy Example 1

  1. Plandepartments The department National is divided into the following Plan Departments: North, West, East, South and Central. The second Routing Strategy can be set up as shown in the following screenshot:

Routing Strategy Example 2

Note

Additional lines must be set up for each region and Plan Department. NL North, NL South and NL Central.

  1. Plan Boxes Each plan department is divided in several planboxes. For example Plan deparment: NL East is divided in Planboxes: Achterhoek, Drenthe, Twente and Zwolle. The third Routing Strategy can be set up as shown in the following screenshot:

Routing Strategy Example 3

Note

For each line the related Detail lines must be set up containing the correct Result Planbox.

Edit this page