Transport planning worksheet

Use the transport planning worksheet to create many trips at once. You select unplanned sections, let TMS suggest how to group them on trips, adjust the proposal, and then create the trips. This is faster than planning section by section when you have a large number of similar sections, for example the daily distribution of one plan department.

The worksheet works best when sections already have a plan department and plan box, because you can group sections per plan box.

Note

The worksheet doesn't take planning quantities or routing into account when it groups sections. Check the proposal before you create the trips.

Open the worksheet

1. Choose the icon, enter Transport Planning Worksheet, and then choose the related link.
2. If several planners use the worksheet at the same time, change the Batch Name so that each planner works in their own batch.

Each line in the worksheet is a section. The line shows the main data of the section, such as customer, addresses, loading and unloading dates and times, the agreed time slots, the plan box, the load and unload sequence, and the totals per unit of measure. The unit-of-measure columns use the units that are set up in Transport Setup. Carrier No. shows the carrier of the suggested trip.

The following actions are available.

Action	Description
Delete	Deletes the selected line.
Add Sections	Opens a selection page on which you set filters to select sections.
Show Document	Opens the section of the selected line.
Trip Planning	Adds an Unassigned trip line at the top and links all section lines to it.

Note

If sections are assigned to trips, more actions become available. See Step 5. Assign sections to trips.

Example

Step 1. Orders

To explain the functionality of the Transport Planning Worksheet the following Orders have been created.

Order No.	Customer	Loading date	Loading Address	Unloading Date	Unloading Address	Plan Dep.	Planbox	Loadmeters
ORD000009	Albert Hein	09-03-2026	Demo Logistics	09-03-2026	Demo Address 1 - NL	Transport	NL	7
ORD000010	Albert Hein	09-03-2026	Demo Logistics	09-03-2026	Demo Address 3 - NL	Transport	NL	6
ORD000011	Albert Hein	09-03-2026	Demo Logistics	09-03-2026	Demo Address 5 - BE	Transport	BE	8

Step 2. Sections

When releasing the Orders for each Order a Section is being created automatically.

Step 3. Transport Planning Worksheet, select sections.

• Open the page: *Transport Planning Worksheet.
• Change the Batch Name if multiple users are using the Transport Planning Worksheet functionality simultaneously.
• Click on New > Add Sections
• Apply filters in the following selection-page and confirm by clicking on the button: OK

Step 4. Unplanned sections

Based on the filter the Unplanned Sections will be shown. The Columns: Load- and Unload Sequence will be showing the value 0. The Columns UOM1 up to 6 will show the total of Unit of Measure as registered on the Order/Section. See the following screenshot:

Step 5. Assign sections to trips

• Click on the action: Trip Planning.
  A new row: Unassigned is added at the top of the rows and all section-lines are linked to this unassigned line.

Actions

• Edit List: Changes to edit-modus.
• New: Opens the menu: New
  • Add Sections: Opens a selection page on which you set filters to select additional Sections.
• Suggest Planning: Before clicking on this button first a line has to be selected. Select one of the options:
  • Option Default: to group each Section to a single Trip
  • Option: Planbox: to group all Sections per Planbox to a Trip.
• Suggest Stop Sequence: Will apply the stop sequence based on the option selected. Select one of the options:
  • Option Default: Plan Load/Unload Sequence by Post Code
  • Option Reverse: Plan Load/unload Sequence by Post Code (reverse)
  • Option Unload DT per trip: Plan trip Load/Unload Sequence by Unloading Date Time
  • Option Unload DT all trips: Plan all trips Load/Unload Sequence by Unloading Date Time)
• Assign to Trip: The selected Section-line can be assigned to an other Trip.
• Assign to New Trip: The selected Section-line will be assigned to a new Trip.

Step 6. Edit proposal

• Click on a line containing a Section
• Click on the action: Suggest Planning
• Select the option: Plan Box as we want the Trips to be made per Planbox
• Confirm by clicking on the button: OK

The following result will be shown in the page:

Trip: 100 contains the Section based on the Planbox: BE. order ORD000011 Trip: 200 contains the Sections based on the Planbox: NL. orders ORD000009 and ORD000010

Note

The system will not take into account the planningquantities or routing on a Trip. Users can edit the proposed assignments by using the actions: New Trip or Assign to Trip.

Step 7. Suggest Stop Sequence

Before creating Trips the sequence on loading and unloading must be determined.

• Select a Section-Line which has been assigned to a Trip-group.
• Click on the action: Suggest Stop Sequence to determinate the stop sequence. Select one the following options.
  • Default, plan Load/Unload Sequence by Post Code
  • Reverse, plan Load/Unload Sequence by Post Code (reverse)
  • Unload DT per trip, plan trip Load/Unload Sequence by Unloading Date Time
  • Unload DT all trips, Plan all trips Load/Unload Sequence by Unloading Date Time
• Consult the columns: Load- and Unloading Sequence and check that the values have been changed.
• If required users can change to Edit-modus and manually change the values in the load- and unload sequence.

Step 8. Create Trips

Once the Sections have been assigned to a Trip a Trip can be created.

• Select the trip-line containing assigned Sections.
• Click on the action: Create Trip (Line) to create the single trip. Or click on: Create Trip (All) if all Trips have to be created.

Related information

Section Trip Plan Department Plan Box List Planning