Section planbox
General
Use the section planbox to plan sections on trips. It shows all sections that are waiting to be planned, for example the sections that are loaded in a specific region and unloaded in a specific region during a specific period. The sections you see depend on the filters of the plan department and the plan box of the sections.
Open the section planbox from My Plan Departments on the role center. For the complete planning procedure, see Plan sections on trips.
Note
- Click on the button: Open-this-page-in-a-new-window so the Section Planbox can be dragged to a new position on the screen. You can now work in both the section planbox and the Trip Planning Screen.
Functionality
Actions
| Group | Action | Description |
|---|---|---|
| - | This function does not apply to a section. | |
| - | Edit | Opens the page: section in the edit-modus. |
| - | View | Opens the page: section in the read-only-modus. |
| Home | Select All for Planning | Selects all sections in the list for planning. |
| Home | Select for Planning | The user-id will be filled in the field: Plan-Id on the selected lines(section). Now planning actions can be executed. |
| Home | Combine Plan Selection into Trip | A new trip will be created based on the selected section. |
| Home | Add Plan Selection to Trip | The selected section will be planned in the trip selected in the window: Planning Screen. By setting up Trip Section Plan Rules certain checks can be performed automatically. |
| Home | Plan | A selection screen will appear showing the planning function as mentioned above. |
| Function | Split | The selected section is split into 2 sections. Select a single section; to split multiple sections at once, use Split Plan Selection. |
| Function | Merge | The depot on the selected section will be removed so 1 section will remain. |
| Function | Split Plan Selection | Asks you to choose an address and splits each section in your plan selection into 2 sections through that address. The sections can't be planned on a trip yet. |
| Function | Restore Plan Selection | Merges each section in your plan selection with the sections that follow it in the same order, which undoes earlier splits. Following sections that are planned on a trip are removed from that trip first. Restore Plan Selection with Next merges each selected section with only the next section; later sections of the order stay as they are. |
| Function | Calculate Revenue/Cost | Start calculating revenue/Cost on the selected section. This can be required when sections are split or merged. |
| Order | Order Details | Opens the page: Order. |
| Order | Order Sections | Opens the page: section and shows all sections of the order. |
| Order | Restrictions | Shows the restriction related to the section. |
| Order | Show | Shows a map with the load- and unload address of the section. |
| Analyse | Data Integrations | Shows the data integration messages that are related to the section. |
| Analyse | Show Carrier Contract | Shows an overview of vendor-contracts which can apply when outsourcing the section. |
Fields
Note
Use personalization to show/hide and to arrange to sequence of the columns/field to get a optimized view of the section.
| Field | Description |
|---|---|
| Plan-Id | When a line(section) is selected the code of the user who selected the line will be shown. |
| Group Order No. | The Grouped Order Number of the order to which the section belongs. |
| No. | The ordernumber of the order to which the section belongs. |
| Load sequence | When selecting a line automatically the loadsequence will be determined. See Transport Setup, Tab: Planning, Fields: Sequence Calculation Method and Sequence Calculation Step. |
| Unload Sequence | When selecting a line automatically the unloadsequence will be determined. See Transport Setup, Tab: Planning, Fields: Sequence Calculation Method and Sequence Calculation Step. |
| Loading Date From | The date on which the section is available to load. |
| Loading Time From | The time from which the section is available to load. |
| Loading Time To | The time on which the section has to be loaded at the latest. |
| From Address Description | The name of the loading address of the section. |
| From Address Post Code | The postal code of the loading address of the section. |
| From Address City | The City in which the loading address of the section is situated. |
| Unloading Date To | The date on which the section has to be delivered at the latest. |
| Unloading Time From | The time from which the section can be unloaded. |
| Unloading Time To | The time on which the section has to be unloaded at the latest. |
| To Address Description | The name of the unloading address of the section. |
| To Address Post Code | The postal code of the unloading address of the section. |
| To Address City | The City in which the unloading address of the section is situated. |
| Quantity | The sum of the Quantity of the section lines related to the section. |
| Planning units 1-6 | The totals of the six planning unit quantities on the goods lines of the section. The column captions come from the Planning Units tab in Transport Setup, for example Euro or Loadingmeter, so they differ per company. See Unit of Measure conversion for automatic determination. |
| Restrictions | The restrictions applicable on the section. |
| Quantities | When sections are selected, in the bottom part of the screen shows a total for each of the planning unit fields. This will help the user to determine if the selection will fit on a vehicle. |
Factbox
| Field | Description |
|---|---|
| Order | Additional information on the selected section. |
| Status Steps | Steps related to the section. |
| Customer statistics | Additional information on the customer of the section. |
Related information
Plan sections on trips Trip Planning Screen Plan Department Plan Box List