Defining shipment planning

Shipment Planning is used to describe conditions that control how shipping is done. These include whether certain items can be shipped together, such as regular and rush orders, whether to use Economic Shipping Parameters, and how routing is performed.

About this task

To define shipping planning:

Procedure

  1. From the tree in the application rules side panel, choose Logistics > Shipment Planning. The Shipment Planning window displays in the work area.
  2. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  3. Choose the Save icon.
    Table 1. Shipment planning window
    Field Description
    Do not mix in a shipment If any of the following are selected, separate shipments must be created for items that have different values for these attributes.

    For example, if Department Code is selected, items that are for different departments can not be included in the same shipment.
    Buyer Mark For
    Node Id    		 The buyer mark for node id.
    Customer PO # Customer's Purchase Order number.
    Department Code The department for which the item is intended.
    Gift Flag The gift flag.
    Level of Service The level of service on the order.
    Mark For Person for whom this shipment is marked for.
    Order # The order number.
    Order Type The order type.
    Transportation optimization
    Economic shipping parameters maintained Economic Shipping Parameters (ESP) are used in shipping consolidation. Select this field to enable the following Economic Shipping Parameters fields.

    ESP support consolidation of shipments until a weight or volume threshold is met, or until an certain time elapses. By consolidating shipments, shipping costs can be reduced

    For example, you can set that shipments should be consolidated until the shipment weight is 300 pounds, or 50 cubic feet in volume. To ensure that eventually the shipment is set, you can establish a maximum number of days to wait until the conditions are met.

    When either the weight, volume or delay shipment threshold is met, the shipment is moved to the next stage in shipping.
    Delay shipment by not more than __ Days Enter the number of days this shipment can be delayed before it should be shipped.

    For example, if a value is set for weight threshold of 300 pounds, and this field has been set to 3 days, the shipment is shipped after 3 days, regardless of whether the weight threshold has been met.
    Consolidate up to weight threshold of Enter a weight.
    Consolidate up to volume threshold of Enter a volume
    Region Schema For Routing Select the applicable region schema for routing.

    Select the Details icon. The Region Schema Details window displays.

    Routing Guide  
    Not Maintained Select this to use manual routing. Shipments are managed in the shipment console, and any routing guides are not consulted.
    Maintained in Sterling Order Management System Software Select this to use the Routing Guides maintained in Sterling Order Management System Software to determine how shipments should be routed. See Creating a routing guide.

    In addition to the routing guide maintained here by the enterprise, there may be a routing guide for the buyer organization.

    For more information about using both buyer and enterprise routing guides, see Creating a routing guide.
    Maintained Externally Select this to indicate that an external routing system is used. The routing guides maintained in Sterling Order Management System Software are not consulted.

    Examples of external routing systems include using an integrated Transportation Management System (TMS), or implementing a User Exit which consults with the buyer organization.