Table of Contents

Transport Setup

General

By defining the settings, it is possible to influence the basic operation of the TMS module.

Functionality

The transport setup page consists of a number of tab sheets.

Tab: General

The basic setting for the transport setup. Setup General

Field Description
Default Activity Calculation The following options:
- Default: Activities will be calculated.
- Milk Run: Activities will be ordered based on trip-templates.
- Manual Activities: Required when using Visual Planning.

Tab: Integrations

The setting for integrating with PTV Xserver for geocoding addresses and calculating distances and driving times on sections and trips. Setup Integration

Tab: Status Templates

The settings on which status template is applicable on what TMS-document. Setup Status Template

Tab: Numbering

The numbers to be used automatically or manualy on an entity. By clicking through on the values it is possible to set up your own number series for different periods(years). Setup Numbers

Tab: Order

The settings on an order. SetupOrder

Field Description
Leadtime Warning more info will follow.
Unloading Date Calc Method The option to determine the automatic calculation of Unloading date when manualy entering an order
Default Unloading Date For next day: 1D.
Default Start time When no openingtimes or timeslot are registered on an address this value will be used in the order.
Default End Time When no openingtimes or timeslot are registered on an address this value will be used in the order.
Reuse Customer Reference The option to determine if a Customer Reference on an order can be used more than once.
Reuse Customer Reference (Posted) The option to determine if a Customer Reference on a posted order can be used more than once.
Reuse External Document No. The option to determine if an External Document No. on an order can be used more than once.
Reuse External Document No.(Posted) The option to determine if a External Document No. on a posted order can be used more than once.
Default trip order type This trip order type will be applied automaticaly to new trips.

Tab: Unit of Measure

Settings on which codes apply to the various Unit of Measure on the goods lines of an order

The standard units can be set for use in the ordering- and planning process. On the 1st line, select the code applicable to the description. On the 2nd line a weight conversion can be entered so that a payweight can be calculated on orders. If there are multiple units that apply to the same description, for example PALLET and BLOKP then a conversion has to be added to the Unit of Measure. Setup Unit of Measure

Tab: Planning Units

The standard planning units for capacity-settings on resources and load factor calculation on trips. set in this tab will be shown as extra Settings on which Unit of Measure on Orders, Sections and Trips have to be aggregated for planning and contract purposes. Setup Extra Unit of Measure

Tab: Capacity

More info will follow. Setup Capacity

Tab: Planning

Settings on the planning functionality. Setup Planning

Tab: Calculation

Settings related to both estimated and revised calculating revenue and cost on Orders and Trips Setup Calculation

Tab: Contract Strategy

Setting to on contract strategy. Setup Contract Strategy

Note

Contact your Boltrics Consultant to activate Contract Strategy.

Field Description
Contract Strategy Nos. The numbers to be used when registering a Contract Strategy. By clicking through on the values it is possible to set up your own number series for different periods.
Contrac Strategy Logging When set to Enabled logging will be recorded when calculating revenue on orders

Tab: CMR

Setting to add special instructions on the CMR in box 16. Depending on the function set selected, the comment lines related to the transport order are printed. e.g. loadingreference-comments, unloadingreference-comments or the Goods comments. Setup CMR