<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/fm/onlinemanual/000037" xml:lang="en">
   <Header>
      <Title>Freight order grouping</Title>
      <Keyword type="header" order="d1e492179">
         <Level1>Freight order</Level1>
         <Level2>grouping</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <List>
         <ListIntro>To plan the transportation of goods listed on freight orders
		  or to subcontract freight orders, ERP Enterprise subdivides the freight orders into groups that share the same
		  properties. Such properties are, for example:</ListIntro>
         <ListItem>Addresses</ListItem>
         <ListItem>Delivery dates and times</ListItem>
         <ListItem>Item properties</ListItem>
         <ListItem>Routes</ListItem>
         <ListItem>Special transport
		  conditions (cold storage, livestock transport, and so on)</ListItem>
      </List>
      <Paragraph>When freight orders are
		grouped to create loads and shipments or freight order clusters, the first step
		is to group freight order headers by shipping office. Then, when a number of
		freight orders are allocated to a shipping office, the freight order lines of
		these freight orders are grouped into the planning groups defined for this
		shipping office. The groups of linked freight order lines and planning groups
		are used by the load building engine to build shipments and loads, or by the
		clustering engine to create freight order clusters, respectively.</Paragraph>
      <GeneralSection>
         <SectionTitle>To group freight order headers by shipping
		  office</SectionTitle>
         <Paragraph>Shipping offices are
		  linked to freight orders according to the criteria of the shipping office
		  matrices defined in the <GUIRef href="/baanerp/fm/foc/fmfoc1130m000" role="session">Shipping Office Matrix Definition (fmfoc1130m000)</GUIRef> session and the <GUIRef href="/baanerp/fm/foc/fmfoc1140m000" role="session">Shipping Office Matrix (fmfoc1140m000)</GUIRef> session. If none of the matrices apply, or if
		  you do not use shipping office matrices to allocate shipping offices to freight
		  orders, ERP Enterprise selects a
		  shipping office from the <GUIRef href="/baanerp/fm/fmd/fmfmd0185m000" role="session">Warehouses by Shipping Office (fmfmd0185m000)</GUIRef> session. In this session, shipping
		  offices are linked to warehouses. How this works is described in the following
		  example.</Paragraph>
         <ExampleSection>
            <SectionTitle>Example</SectionTitle>
            <Paragraph>Sales order SO1 is
			 delivered from warehouse WH1. WH1 is linked to shipping office SHO1. When
			 freight order FO1 is generated from sales order SO1, shipping office SHO1 is
			 linked to freight order FO1.</Paragraph>
         </ExampleSection>
         <Paragraph>For information on using shipping office matrices and/or
		  shipping offices linked to warehouses, see <Link href="/baanerp/fm/onlinemanual/000013" role="manual">To set up freight order grouping control</Link>.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If you manually
			 create a freight order, you must enter a shipping office.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>To group freight order lines by planning
		  group</SectionTitle>
         <Paragraph>The groups of linked
		  freight orders and shipping office can be quite large and varied, because they
		  may include large quantities of different items. Therefore, the groups must be
		  subdivided further to serve as a useful basis for transportation planning. To
		  achieve this, the order lines of these groups are grouped by planning group.</Paragraph>
         <Paragraph>A planning group is
		  used to group freight order lines. A planning group is linked to a shipping
		  office. More than one planning group can be linked to a shipping office.
		  Planning groups are defined in the <GUIRef href="/baanerp/fm/foc/fmfoc0150m000" role="session">Planning Groups (fmfoc0150m000)</GUIRef> session. In the <GUIRef href="/baanerp/fm/foc/fmfoc1100m000" role="session">Planning Group - Shipping Office (fmfoc1100m000)</GUIRef> session, planning groups are linked to
		  shipping offices.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>Only authorized users
		  are enabled to use planning groups and shipping offices to build shipments and
		  loads. Authorizations are given for combinations of shipping offices and
		  planning groups in the <Link href="/baanerp/fm/foc/fmfoc1105m000" role="session">Users by Shipping Office and Planning Group (fmfoc1105m000)</Link> session.</Paragraph>
         <Paragraph>A planning group has a
		  number of grouping criteria. These criteria refer to the data entered on
		  freight order headers and freight order lines. Order lines that match the
		  criteria of a planning group are subdivided into that particular planning
		  group. If a planning group has a header criterion (such as an address or a
		  business partner), freight order lines linked to headers that match the
		  criterion are allocated to that planning group.</Paragraph>
      </Note>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>Suppose the freight
		  orders FO1 and FO2 are allocated to shipping office A. Shipping office A has
		  the planning groups PL1 and PL2. If the freight order lines of FO1 match the
		  criteria of PL1, they are allocated to PL1. If the freight order lines of FO2
		  match the criteria of PL2, they are allocated to PL2. The order lines of a
		  freight order may not all go to the same planning group. Suppose FO1 has order
		  lines A, B, and C. C matches the criteria of PL1, so C goes to PL1. A and B
		  match the criteria of PL2, so they go to PL2. For further information on
		  freight order grouping, refer to <Link href="/baanerp/fm/onlinemanual/000040" role="manual">Example of freight order grouping without shipping office matrix</Link>.</Paragraph>
         <Paragraph>Planning group
		  criteria are defined in plan matrices. For further information on plan
		  matrices, refer to <Link href="/baanerp/fm/onlinemanual/000012" role="manual">Plan matrices and matrix definitions</Link>.</Paragraph>
         <Paragraph>A shipping office can
		  have a number of planning groups. Freight orders are grouped by shipping
		  office. The freight order lines of each group of linked freight orders and
		  shipping offices are grouped by planning group. The order lines in each
		  planning group are used to build shipments and loads. It depends on the <Link href="/baanerp/fm/glossary/glossary#000049" role="glossary">planning algorithm</Link> used and
		  the quantities listed in the order lines, how many shipments and loads are
		  built from each group of order lines by planning group.</Paragraph>
      </ExampleSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000100" role="manual">Shipping office matrices</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000012" role="manual">Plan matrices and matrix definitions</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000013" role="manual">To set up freight order grouping control</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000019" role="manual">The load building process</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000102" role="manual">Freight Management in multisite environments</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>