This section provides procedures for managing planning policies for organizations and sites. The planning policy defines the pickup and delivery settings by loading time, stop order, and pick-up date. This policy also specifies pooling exclusion rules, CM limits, strategy parameters, and equipment settings.

Complete the following steps to manage planning policies for an organization:

L og in to the ONE system.
Click Menu/Favs > Planning > Policies > Planning Policies.
In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
The Planning Policies screen appears showing a hierarchy of the organization in the Explorer pane on the left.
In the Explorer pane, select an organization or click the Filters icon to search for an organization.
The Planning Policies display to the right for the selected organization.
Click the tabs across the top to revise various policy sections, or click the arrow button to progress through the tabs. The following sections describe the fields in each tab.
To save the revised planning policy for an organization at any time on any tab, click the Save button.
A success message appears.

Pickup and Delivery

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Load Time	Select a loading time from the dropdown menu.
Stop Order	Select an appropriate stop order: First Stop, Last Stop, or Any Stop.
Pooling Load Time	Select a pooling time from the dropdown menu.
Pickup Range/Delivery Range	Enter a numerical value in the two text boxes and then select a unit of measurement (day, week, month, and so on).
Is Pickup Date Flexible/Is Delivery Date Flexible	Select this checkbox if the pickup or delivery date can be flexible.
Pickup Tolerance/Delivery Tolerance	Enter a numerical range and select a unit of time. This field is only editable if the Is Pickup Date Flexible/Is Delivery Date Flexible checkbox is selected.
Pickup Flex Cost/Delivery Flex Cost	Enter a numerical range for flex costs. This field is only editable if the Is Pickup Date Flexible/Is Delivery Date Flexible checkbox is selected.
Is Pickup Flex Within Day/Is Delivery Flex Within Day	Select this checkbox if the pickup is flexible within the given day. This field is only editable if the Is Pickup Date Flexible/Is Delivery Date Flexible checkbox is selected.

Other Settings

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Resource Template	Select a resource template by clicking the magnifying glass icon.

Pooling Exclusion Rules

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
No Pool Beyond Weight	Enter a numerical weight and select a unit of measurement (UOM) from the dropdown list (pound, kilogram, ton, and so on).
No Pool Beyond Volume	Enter a numerical volume and select a UOM from the dropdown list (cubic feet, cubic inches, gallons, and so on).

Strategy Parameters

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Max Pool Points	Enter a numerical value for the maximum pool points.
Always Prioritize Private Fleet	Select this checkbox to always prioritize private fleets. When enabled and when running the Load Consolidation TOSX engine, private fleet vehicles will are processed first and separately from any common carrier vehicles. The engine will attempt to schedule all shipments on private vehicles first and then schedule on common carrier vehicles if necessary. If this field is not enabled, the Load Consolidation TOSX engine will process both common carrier vehicles and private fleet vehicles together, giving both equal consideration.
Is Split Movement	Select this checkbox to support split movements.
PF Rate	Enter a numerical value and a currency from the drop-down list.
PF Rate Distance UOM	Select a UOM from the drop-down list (mile, kilometer, and so on).
Enable Multi-Routes	Select this checkbox to enable multiple routes.
Max # Stops	Enter a numerical value for the maximum number of stops.
Load Unload Sequence	To optimize shipments based on the load-unload sequence, select the options from the drop-down list.
Break Bulk Pooling Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Pooling Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Is MultiStop Consolidation Disabled	To disable multistop consolidation, select True from the dropdown list. If set to False, multistop consolidation is enabled.

Shipment Splitting Parameters

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Enable Splitting	Select the checkbox to enable splitting.
Max No of Split Parts	Enter a numerical value to define the maximum number of split parts.

Driving Laws

Select either DOT, European, or South Africa from the drop-down list.
If "DOT" is selected, the following options appear:

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Activity Start Time	Select an activity start time from the dropdown list. The options are Load Start, Load End, and Load Departure.
Break Rest Start Time	Select a break rest start time from the dropdown list. The options are Parallel to Activity, Within Activity, and Outside Activity.
Max Continuous Drive Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Max Driver On-Duty Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Max Planned Wait Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Driver Off-Duty Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Max Transit Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.

If "European" is selected, the following options appear:

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Activity Start Time	Select an activity start time from the dropdown list. The options are Load Start, Load End, and Load Departure.
Break Rest Start Time	Select a break rest start time from the dropdown list. The options are Parallel to Activity, Within Activity, and Outside Activity.
Wait Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Cumulative Driving TIme	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Break Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Total Movement Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Active Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Rest Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.

If "South Africa" is selected, the following options appear:

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Activity Start Time	Select an activity start time from the dropdown list. The options are Load Start, Load End, and Load Departure.
Break Rest Start Time	Select a break rest start time from the dropdown list. The options are Parallel to Activity, Within Activity, and Outside Activity.
Wait Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Cumulative Driving TIme	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Break Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Total Movement Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Active Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.
Rest Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.

Ship with Group Violation

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Ship With Group Violation	Select Never, Optimally, or Required from the dropdown list.

Order Split Parameters

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Max Order Splits	Enter a numerical value to define the maximum order splits.
Min Order Splits	Enter a numerical value to define the minimum order splits.

Auto-Approval Settings

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Auto-Approval Enabled	If movements can be auto-approved for this organization, select the checkbox.
Auto-Approval Weight Range	Enter the minimum and maximum weights allowed for auto-approval of a movement, and then select a weight UOM from the dropdown list.
Auto-Approval Out-of-Route	Enter an out-of-route percentage allowed for a movement to be auto-approved.
Auto-Approval Additional Stop	Enter the maximum number of intermediate stops allowed for a movement to be auto-approved.
Auto-Approval Mode	Select one of the following options from the dropdown list: Immediate: If all auto-approval constraints are met, the movement will be auto-approved at the end of a planning run Batch: Auto-approval is initiated via a workflow rather than directly at the end of the planning run. Batch mode is typically used if the user wants to keep the plans open till a certain number of days before execution so that the next planning cycles can still consider these plans for better opportunities. Unset, null: Auto approval will not be initiated.

Cancellation Refund Rate

a. Click the Add button to add a row for cancellation refund rate policies.
A new row displays in the table.
b. Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
* Day Lower Bound	Enter a numerical value for the lower limit for how many days a cancellation refund will be returned.
* Day Upper Bound	Enter a numerical value for the upper limit for how many days a cancellation refund will be returned.
* Cancellation Refund	Enter a numerical value for the cancellation refund amount.

Complete the following steps to manage planning policies for a site:

L og in to the ONE system.
Click Menu/Favs > Planning > Policies > Planning Policies.
In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
The Planning Policies screen appears showing a hierarchy of the organization in the Explorer pane on the left.
In the Explorer pane on the left, select a site or click the Filters icon to search for a specific site.
The Planning Policies display to the right for the selected site.
Click the tabs across the top to revise various policy sections, or click the arrow button to see more tabs. The following sections describe the fields in each tab.
To save a revised planning policy for a site at any time on any tab, click the Save button.
A success message appears.

Pickup

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Load Time	Select a loading time from the dropdown menu.
Stop Order	Select an appropriate stop order: First Stop, Last Stop, or Any Stop.
Pickup Range	Enter a numerical value in the two text boxes and then select a unit of measurement (day, week, month, and so on).
Is Pickup Date Flexible	Select this checkbox if the pickup or delivery date can be flexible.
Pickup Tolerance	Enter a numerical range and select a unit of time. This field is only editable if the Is Pickup Date Flexible checkbox is selected.
Pickup Flex Cost	Enter a numerical range for the flex cost. This field is only editable if the Is Pickup Date Flexible checkbox is selected.

Delivery Fill out the following fields. Fields with an asterisk (*) are required.

Field	Description
Unload Time	Select an unloading time from the dropdown menu.
Stop Order	Select an appropriate stop order: First Stop, Last Stop, or Any Stop.
Delivery Range	Enter a numerical value in the two text boxes and then select a unit of measurement (day, week, month, and so on).
Is Delivery Date Flexible	Select this checkbox if the delivery date can be flexible.
Delivery Tolerance	Enter a numerical range and select a unit of time. This field is only editable if the Is Delivery Date Flexible checkbox is selected.
Delivery Flex Cost	Enter a numerical range for the flex cost. This field is only editable if the Is Delivery Date Flexible checkbox is selected.

Other Settings

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Alternate Domicile	Select an alternate domicile using the picker tool.
Is MultiStop Consolidation Disabled	Select true or false from the dropdown menu to enable or disable multistop consolidation.
Resource Template	Select a resource template by clicking the magnifying glass icon.
Enable Dock Door Group	Select this checkbox to enable dock door group constraints. Using this option, customers can limit the load and unload capacity at pickup and delivery sites by the concurrent dock doors that are available per timeslot and per shipping commodity. This option is selected before running the dock door group scheduling engine. Please see the "Scheduling Appointments for Dock Door Groups" section in the Online Help for more information.

Route Vulnerability

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Enable Route Vulnerability	Select this checkbox to enable route vulnerability.
Vulnerability	Enter a value and a currency unit of measure.
Cluster Radius	Select a cluster radius from the dropdown menu.
Cost Impact	Select a cost impact from the dropdown menu.

Auto-Approval Settings

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Auto-Approval Enabled	If movements can be auto-approved for this organization, select the checkbox.
Auto-Approval Weight Range	Enter the minimum and maximum weights allowed for auto-approval of a movement, and then select a weight unit of measurement from the dropdown list.
Auto-Approval Out-of-Route	Enter an out-of-route percentage allowed for a movement to be auto-approved.
Auto-Approval Additional Stop	Enter the maximum number of intermediate stops allowed for a movement to be auto-approved.

Site Profiling

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Max Weight	Enter a numerical value in the text box and then select a UOM.
Max Volume	Enter a numerical value in the text box and then select a UOM.
Max LxWxH	Enter three numerical values in the text boxes and then select a UOM.
Allowed Operations	Select allowed operations from the dropdown menu.
Accepted Service Levels	Select the accepted service levels using the picker tool.
Max Parcels Count	Enter the maximum parcel count.
Queuing Time	Enter a queuing time. This field represents the time it takes to physically load and unload a vehicle onto a ferry. If no queuing time is provided, the engine will use 30 minutes as a default value.

Pool Point Settings

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Cross Dock Time	Select a time frame from the dropdown menu.
Break Bulk Pooling Time	Enter a value by clicking the calendar icon to input the number of days, hours, and minutes.

Shipment Split Parameters

Fill out the following fields. Fields with an asterisk ( * ) are required.

Field	Description
Max No of Split Parts	Enter a numerical value to define the maximum number of split parts.