Trip
General
A trip is a collection of sections planned and executed with a combination of resources.
Tab-sheets
The trip contains a number of tab-sheets. Depending on the personalizatoin-settings, not all tabs will will be shown automatically to each user/role.
| Name | Description |
|---|---|
| General | Contains the status and the Route, among others. |
| Start/End | Contains the start date, time, address and the end date, time and address of the trip. |
| Resource/Outsourcing | The resources used to perform the trip. Depending on the execution, this can be a truck, trailer and driver(s). If a trip is not performed in-house but by a third party then the supplier can be registered. |
| Sections | The sections planned on a trip. |
| Planned Sections | The sections planned on the trip. Each line contains a section. Various section functions a available on each line. |
| Section sequence | The sectons planned on the trip. Each line contain a section. With buttons the sequence can be changed. |
| Activities | All activities that apply to the trip. Possibility to configure additional activities for a trip. I.E. Border waypoints, Ferry Lines, Bridges, Weight platforms or Cleaning Stations. |
| Stops | All activities planned on one address within a contiguous time window. |
| Costs | The costs applicable to the trip. Costs can be added manually but it is also possible to determine them automatically based on TMS contacts. By clicking on the Action: Compare Vendor a list of Vendors applicable on the trip will be presented. |
| Revenue | If revenue is determined based on the trip, it will be visible here. |
Fact-boxes
In addition to the tab sheets above, a number of fact boxes can be displayed in which additional information is visible. Depending on the personalization-settings not all Fact-boxes will be shown automatically to each user/role.
| Name | Description |
|---|---|
| Parties | The parties related to the trip, based on the Ordertype and Party Template |
| Steps | The steps related to the trip. |
| Status steps | The steps related to the status of the trip. |
| Plan selection | More information to follow. |
| Trip (totals) | Some values of the trip, for example, the totals of planned kilometers, hours and planning units of the orders planned on the trip. |
| Invoicing | The totals of Revenues and Costs on the trip. |
| Calculation | The revenues and costs at different stages of the trip. |
| Vendor Statistics | A number of values related to the vendor of the trip, for example the Total Balance. |
| Buy from vendor history | A number of values shown as tiles related to the vendor of the trip,e.g. the number of posted invoices |
| Messages | The messages send to the driver related to the trip. |
| Links | The documents linked to the trip, e.g. the scanned tripreport by the driver. |
Determination From Address
The following sequence applies on determining the From Address of a Trip:
- Manaully, when the From Address has been modified by a user 3PL will no longer determinate the From Address.
- Succesive Trip Calculation, when the parameters in the Trip Calculation Setup
- Linked trip, The To Address from the linked trip, this is a specific methode and no longer adviced.
- Default Site Driver, when a Default site has been set on the Driver.
- Default Site Truck, when a Default site has been set on the Truck.
Trip caluculation
3Pl Dynamics provides 2 methodes of calculating trips:
- Calculating single trip
- Calculating based on previous trip, including updating successive trips.
Calculating single trip
The selected trip will be calculated. Based on the From Date/Time, From-address, Resource and planned sections the activities will be calculated. This will result in: Planned Arrival Date/Times, Ending Date/Times and Distances on the activities.
Succesive trip calculation
This functionality is available when the parameters in the Trip Calculation Setup have been set. When a succesive trip, based on the calculation resource has a startdate and -time before the enddate, -time of the previous trip, the succesive trip will be recalculated automatically:
- The Startdate and -time of the succesive trip will be set to the enddate and -time of the previous trip.
- The From Address of the succesive trip will be set to the To Address of the previous trip.
- All Trip Activities of the succesive trip will be recalculated based on the new Startdate, -time and From Address. For succesive trip calculation the function: 11172845-347 has to be included in the statustemplate of the trip.
Trip Package Administration
Users can register the quantity of packages exchanged on a trip by clicking on the action: Trip Package Administration on the list-page: Trips. For more information on setting up the Package Exchange see: Package.
Settings
For planning trips the following setting appy:
| Page | Description |
|---|---|
| Driver | On the tab: Location a Default Site can be set. |
| Transport Setup | On the tab: Planning several parameters can set. |
| Trip Calculation Setup | Settings for calculating trips. |
| Truck | On the tab:Location a Default Site can be set. |