Creating a routing guide

Routing Guides are a list of conditions which determine how a shipment should be routed.

About this task

A routing guide has a time period for which is effective, and conditions for when it should be applied. These conditions are based on Freight Terms and Department.

Each routing guide contains a list of routing guide lines, each of which describe detailed conditions for selecting a carrier. The routing guide information is based on data used by VICS (Voluntary InterIndustry Commerce Standards) routing.

To create a routing guide:

Procedure

  1. Open the Applications Manager and select the application that you want.
  2. From the tree in the application rules side panel, choose Cross Application > Logistics > Outbound Constraints. The Outbound Constraints window displays in the work area.
  3. Select the Create New icon on the Routing Guides list window. The Routing Guide Details window displays in the work area.
  4. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  5. Choose the Save icon.
    Table 1. Routing guide details window.

    Routing guide field value descriptions
    Field Description
    Name Enter a name for the routing guide.
    Routing Guide # A number for the routing guide.
    Publish Date When this routing guide is available within the system.
    Supersedes Routing
    Guide #
    		 Tracking information. For example, if a minor revision is made to routing guide "1234", you might create a routing guide "1234-A", and enter that it supersedes routing guide "1234". This field is for informational purposes and is not used to determine the effective routing guide.
    Effective Date The start date for applying the routing information in this routing guide. You can use the effective date and expiration date to apply routing guidelines for particular periods of time.
    Expiration Date The end date for applying the routing information in this routing guide.
    Apply this Routing Guide when
    Freight Terms Apply this routing guide when this condition is met. Select is, is in, or is not. Use:
    • is to specify a single Freight Term.
    • is in to specify a group of Freight Terms, one of which must be matched.
    • is not in to specify a group of Freight Terms. The routing guide is used if the Freight Term does not match one of these values.
    Item Classification Items can be classified.

    This field displays when valid item classifications have been set up for Routing Guide.