Agenda
- Setting Filter Location and Time Periods By.
- Create Stock Transfer / Deployment Requisition (at Source Location.)
- Create and Change Distribution Orders at a Blocked Transportation Lane.
- Move Load Items to a New Load.
- Change of Multiple Distribution Orders.
- Transportation Load Building Component Supports Contextual Navigation.
The Transportation Load Building component in the Planner Workspace app considers filter criteria for location ID as the source location. It also considers time periods as the planned start date for transportation loads and distribution orders.
This filter is helpful in stock transfer scenarios if you want to filter for transports that leave the selected source locations in the selected time period.
The setting Filter Location and Time Periods By in the Order Scope section of the General tab can be set to:
- Target Location and Goods Receipt Date (the default value) transportation loads and distribution orders are filtered by target location and goods receipt date.
- Source Location and Planned Start Date transportation loads and distribution orders are filtered by source location and planned start date. Planned start dates may vary within a load if different shipping calendars per product are defined. A load is displayed if at least one load item has it's planned start date within the selected time period.
The Create action at the top of the Planned Distribution Orders table allows you to create stock transfer requisitions and deployment requisitions at the source location.
The create dialog allows you to select the source location product of the requisition and then select the transportation lane of the target location.
The requisition is scheduled forwards from the edited planned start date.
The actions are enabled when a stock transfer transportation lane is within the filtered scope and has a valid transportation group assigned.
The actions for creating requisitions at target location and at source location are always enabled together, regardless of the setting Filter Location and Time Periods By.
In the master data, a transportation lane can be set to Blocked for Planning. Planning operators will then not create any new planned receipts at this lane.
All interactive create and change actions allow you to overrule the setting and perform the action at a blocked transportation lane.
A message strip at the top of the dialog informs the user that a transportation lane is blocked for planning.
The Move action allows you to add selected load items to a transportation load that has the same goods receipt date and transportation group as the source load.
If there are no matching loads, the Select Load dialog allows you to create a new load of the same equipment type as the source load. You can then move the items to the new load.
The Create Load action is always enabled on the dialog and is also available when matching loads exist.
After the create action, the focus in the load list remains on the source load. Or, if the last item of the source load has been removed, the focus moves to the next load in the list. This is the standard behavior of the Move action.
The Change action on the Planned Distribution Orders table allows you to simultaneously change multiple selected distribution orders to the same:
- Source location
- Target location
- Mode of transport
- Planned start date
- Planned date
The value help for the fields mode of transport, source location, and target location provides a list, which is a union of all possible values for the selected orders.
It may happen that not all orders can be changed because the target transportation lane does not exist or because of other reasons. At the end, for each selected order, a dialog shows a status of the change and the attributes of the chosen target transportation lane.
You can change orders to a lane that has no transportation group assigned or to a lane or date that does not match the filter criteria. In all of these cases, the changed orders will not be visible anymore: they are simulated and saved.
Change of Multiple Distribution Orders (2)
Order Type Combinations
| Edited Fields | Order Type | Rescheduling Based On |
|---|---|---|
| Mode of Transport | Stock Transport | Planned Start Date |
| Procurement | Planned date | |
| Source Location | Stock Transport | Planned date |
| Procurement | Planned date | |
| Mode of Transport plus Source Location | Stock Transport | Planned date |
| Procurement | Planned date | |
| Target Location | Stock Transport | Planned Start Date |
| Procurement | Orders of this type will not be changed. | |
| Mode of Transport plus Target Location | Stock Transport | Planned Start Date |
| Procurement | Orders of this type will not be changed. | |
| Planned Start Date | Stock Transfer | Planned Start Date |
| Procurement | Orders of this type will not be changed. | |
| Planned Date | Stock Transfer | Planned date |
| Procurement | Planned date |
Depending on the edited fields and the order type, an order is rescheduled at the target transportation lane, based on its planned start date or on its planned date.
The preceding table provides an overview of all possible combinations.
Stock transfer order types are stock transfer requisition and deployment requisition.
Procurement order types are purchase requisition and subcontracting purchase requisition.
You cannot specify an Additional Transportation Lane ID for the target transportation lane.
For the requested combination of product, source location, target location, and mode of transport, multiple Transportation Lane IDs may exist: that is, there are multiple possible target transportation lanes. If so, the respective order is not changed.
If your supply chain model contains transportation lanes that only differ in the Additional Transportation Lane ID. For example, because multiple validity periods are defined or multiple production versions are used at subcontracting lanes, then you can only use the action Change for single orders. In the Single Order Change dialog, the transportation lane value help lists all existing Additional Transportation Lane ID and allows you to choose the requested one.
A transportation load building component can be a target component of a contextual navigation that you define in a planning view or analytics chart.
In the wizard, choose Create Contextual Navigation in the TLB component in the current workbook. If the TLB component has no Transportation Load View assigned (standard view), then it appears with the standard component name.
If you create a navigation of the Any Component type, you can only choose from saved or shared Transportation Load Views. You cannot create a navigation of type Any Component in the TLB standard view.
Once you triggered the contextual navigation, the TLB component appears with the header Navigation Context just like any other target component.
You can choose Navigation Context - Change or Filters - Show Applied Filters to see the filter that was passed and for which transportation loads and planned distribution orders are displayed.
The context of the source component regarding the location ID and key figure time periods must fit the setting Filter Location and Time Periods By the target TLB component.
For example, if you define a navigation for the key figure Transportation Load Receipt Planned (Goods Receipt), the setting of the target component must be set to Target Location and Goods Receipt Date.
