<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/fm/onlinemanual/000020" xml:lang="en">
   <Header>
      <Title>Planning methods</Title>
      <Keyword type="header" order="d1e453976">
         <Level1>Planning method</Level1>
      </Keyword>
      <Keyword type="header" order="d1e453979">
         <Level1>Planning algorithm</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph> 
         <GUIRef href="/baanerp/fm/lbd" role="module">Load Building</GUIRef> uses the
		following planning methods, or planning algorithms:</Paragraph>
      <GeneralSection>
         <SectionTitle>Direct Shipping</SectionTitle>
         <Paragraph>If the <GUIRef href="/baanerp/fm/domains/lbd.algo#sing" role="option">Direct Shipping</GUIRef> planning algorithm is applied, a shipment is transported
		  directly from the start address to the end address. A load has only one
		  shipment. If the available means of transport cannot carry the entire shipment,
		  the shipment is divided over various vehicles. Order lines can be combined in a
		  shipment if the addresses and the dates match. Each shipment created from the
		  selected freight orders and freight order lines is put in a separate load.</Paragraph>
         <Paragraph>The <GUIRef href="/baanerp/fm/domains/lbd.algo#sing" role="option">Direct Shipping</GUIRef> algorithm can be useful if huge quantities of a particular
		  item are specified in one order line.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Consolidation</SectionTitle>
         <Paragraph>The consolidation
		  method combines shipments that travel a particular <Link href="/baanerp/fm/glossary/glossary#000031" role="glossary">standard route</Link> or partially travel this route, into one load. If the shipments
		  cannot be carried in one load, the load building engine creates the required
		  number of loads. If the consolidation planning method is used, and no standard
		  route is specified on the freight order lines for which the load plan is
		  created, the load building engine looks for a standard route that covers the
		  addresses of the freight orders for which the load plan is created. If more
		  than one suitable standard route is found, the load building selects the
		  standard route and carrier with the cheapest, fastest or shortest route
		  according to the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#carrier.selection" role="manual">Carrier Selection Criterion</GUIRef> set in the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session.</Paragraph>
      </GeneralSection>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>One truck travels from
		  Amsterdam to Geneva via Paris. The standard route includes the following
		  cities: Amsterdam - Paris - Geneva. The execution frequency of the standard
		  route is once a day, every day of the week.</Paragraph>
         <Paragraph>Freight orders FO001
		  and FO002 require transportation along the standard route. The goods listed on
		  FO001 go from Amsterdam to Paris, and those on FO002 from Paris to Geneva. The
		  load date of FO001 and FO002 is September 10, 2003, and their latest unload
		  date is September 12, 2003, 9:00 AM. FO001 and FO002 can be consolidated to
		  create the following:</Paragraph>
         <List>
            <ListItem>Shipments:
			 Amsterdam-Paris and Paris-Geneva.</ListItem>
            <ListItem>Load:
			 Amsterdam-Geneva.</ListItem>
         </List>
      </ExampleSection>
      <GeneralSection>
         <Paragraph>If no standard route
		  exists for the addresses of the freight orders from which you create a load
		  plan using the consolidation planning method, the order lines are planned as
		  direct shipments. Standard routes are not mandatory, but if you define standard
		  routes and use the consolidation planning method, you can create loads and
		  shipments, as shown in the previous example.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Pooling</SectionTitle>
         <Paragraph>Pooling is a type of
		  planning in which multiple fixed addresses, such as distribution centers,
		  ports, and so on, are visited. In such cases, the transport route usually
		  consists of several legs. At one of the legs, shipments travel the same way and
		  are pooled together to go to their destination or to a distribution point. At
		  the distribution point, the shipments are reallocated to various means of
		  transport to be taken to their final destination.</Paragraph>
         <ExampleSection>
            <SectionTitle>Example</SectionTitle>
            <Paragraph>A shipment of 50
			 bicycles is sent from Amsterdam to New York, another shipment of 50 goes from
			 Amsterdam to Philadelphia, and a third shipment of 20 bicycles goes from
			 Amsterdam to Pittsburgh. The first leg of the transport route is from Amsterdam
			 to Rotterdam. Rotterdam is the pooling point, where the bicycles are loaded
			 aboard a ship. At the distribution point in New York, they are unloaded from
			 the ship and reloaded onto trucks that take them to their respective final
			 destinations in New York, Philadelphia, and Pittsburgh.</Paragraph>
         </ExampleSection>
         <GeneralSection>
            <SectionTitle>Route plans</SectionTitle>
            <Paragraph>The pooling method uses <Link href="/baanerp/fm/glossary/glossary#000024" role="glossary">route plans</Link> to create loads and shipments. If the pooling planning method is
			 used, and no route plan is specified on the freight orders for which the load
			 plan is created, the load building engine looks for a route plan that covers
			 the addresses of the freight orders for which the load plan is created. If more
			 than one suitable route plan is found, the load building selects the route plan
			 with the cheapest, fastest or shortest route according to the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000#carrier.selection" role="manual">Carrier Selection Criterion</GUIRef> set in the <GUIRef href="/baanerp/fm/lbd/fmlbd0280m000" role="session">Generate Plan (fmlbd0280m000)</GUIRef> session.</Paragraph>
            <Paragraph>Shipments that have route plans whose main legs are
			 identical, are pooled at the main leg. Route plans are linked to addresses.
			 Addresses are defined in the <GUIRef href="/baanerp/tc/com/tccom4530m000" role="session">Addresses (tccom4530m000)</GUIRef> session. In the previous example, the leg
			 Amsterdam-Rotterdam is the advance leg and Rotterdam-New York is the main leg.
			 New York - Philadelphia and New York - Pittsburgh are the beyond legs. For the
			 beyond legs, the shipments can be combined in separate loads as direct
			 shipments, as in the previous example.</Paragraph>
            <Paragraph>When the addresses of an originating order are covered by a
			 route plan, the route plan will be added to the freight order header and
			 defaulted to the freight order lines. Freight orders with identical route plans
			 are combined into shipments and loads.</Paragraph>
         </GeneralSection>
         <GeneralSection>
            <SectionTitle>Standard routes for route plan legs</SectionTitle>
            <Paragraph>Standard routes can be defined for route plan legs if the
			 addresses of the legs are included in the standard route. If New York -
			 Philadelphia - Pittsburgh would be a standard route, the shipments would not
			 necessarily have to be reallocated to separate loads in separate trucks, but
			 the shipments could be loaded as one load into one large truck that travels the
			 standard route.</Paragraph>
         </GeneralSection>
      </GeneralSection>
   </GeneralSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <Paragraph>For the best planning results, you are recommended to enter
		carriers for freight orders, and/or define carrier and transport means group
		combinations with specified transport categories, and define carriers and
		transport categories for standard routes and route plans. In this way, you
		prevent the load building engine from selecting undesirable carrier and
		transport means group combinations, such as transport by ship where you need
		trucks.</Paragraph>
   </Note>
</ManualTopic>