Adding or Removing Shipment(s) to or from a Movement from the Planner Workbench

Users use the Logistics Planner Workbench to view the impact of changes as part of a "what if" scenario, which includes analyzing the impact of adding or removing shipments to or from movements.


Complete the following steps to add or remove shipments:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Transportation > Planner Workbench.
    The Planner Workbench screen displays the Filter Options by default. Fields with an asterisk ( * ) are required.

    images/download/attachments/131832982/image-2023-2-2_7-51-0-version-1-modificationdate-1681427340000-api-v2.png



  3. Click the calendar and clock icons to fill in the Delivery Range * dates. Single dates or date patterns can be selected.

    images/download/attachments/131832982/2023-04-13_17-23-45-version-1-modificationdate-1681428248000-api-v2.png



  4. Use the picker tool to select sites in the Sites * field.

  5. Enter a shipment number in the Shipment Number field. Asterisks ( *) are permitted as wild cards.

  6. Click the Apply button.
    The screen refreshes with a map in the background and a list of shipments.

    images/download/attachments/131832982/image-2023-2-2_7-57-53-version-1-modificationdate-1681427340000-api-v2.png





Adding a Shipment

  1. There are two ways to access the Add Shipment slide-out.

    1. Using the Map View images/download/attachments/131832982/image2020-7-29_16-46-6-version-1-modificationdate-1681427340000-api-v2.png :

      1. If the movement list is not displayed, click on the movement list button in the upper left corner.

        images/download/attachments/131832982/image2020-7-29_16-47-58-version-1-modificationdate-1681427340000-api-v2.png
      2. Click the crossed arrow icon for a movement in the movement list to add it to the map view.
        The crossed arrow icon turns blue, and the movement is added to the map.

        images/download/attachments/131832982/image-2023-2-2_7-59-31-version-1-modificationdate-1681427340000-api-v2.png



      3. Click a circle (a stop) to display the stop popup or click the colored bar (a route) to display the movement popup.

        images/download/attachments/131832982/image2020-7-29_16-36-56-version-1-modificationdate-1681427340000-api-v2.png

        images/download/attachments/131832982/image2020-7-29_16-37-33-version-1-modificationdate-1681427340000-api-v2.png



      4. Click the Actions icon.
        A menu displays.

      5. Click Add Shipment.
        The Add Shipment slide-out displays. (See below for continued instructions.)

    2. Using the Grid View:

      1. Click the Grid View icon on the right side of the screen.

        images/download/attachments/131832982/image2020-7-29_16-44-56-version-1-modificationdate-1681427341000-api-v2.png


        The Grid View screen displays.

        images/download/attachments/131832982/image-2023-2-2_8-1-28-version-1-modificationdate-1681427340000-api-v2.png
      2. If the movement list is not displayed, click the movement list button in the upper left corner.

        images/download/attachments/131832982/image2020-7-29_16-47-58-version-1-modificationdate-1681427340000-api-v2.png


        The movement list displays.

      3. Click the crossed arrow icon for a movement.
        The movement is added to the table in the grid view.

      4. Click the movement list button to close the list.

        images/download/attachments/131832982/image-2023-2-2_8-1-57-version-1-modificationdate-1681427340000-api-v2.png
      5. Click on the Actions button next to the movement name.

        images/download/attachments/131832982/image2020-8-6_16-4-23-version-1-modificationdate-1681427341000-api-v2.png


        A menu of actions displays.

      6. Click Add Shipment.
        The Add Shipment slide-out displays.

        images/download/attachments/131832982/image2020-7-29_17-33-41-version-1-modificationdate-1681427341000-api-v2.png



  2. Click the checkboxes next to the shipments.

  3. Click the Add Selected and Apply to Scratchpad button.
    If you are using the map view, the map updates with the new shipments. If you are using the grid view, the table updates with the new shipments. In both cases, the movement information for distance, utilization, weight, and volume will update. Also in both cases, Undo and Redo buttons appear to add and remove the shipments.

  4. At this point, users have a number of options to move forward with the movement.

    1. Click the Execute button (

      images/download/attachments/131832982/image2020-8-6_11-54-21-version-1-modificationdate-1681427341000-api-v2.png

      ) to execute the changes.

    2. Click the Compare to Baseline button (

      images/download/attachments/131832982/image2020-8-6_11-53-42-version-1-modificationdate-1681427341000-api-v2.png

      ) to view utilization details from before and after the shipments were added.

    3. Click Help NEO Out! to view optimization options.


Removing a Shipment

  1. There are two ways to access the Remove Shipment slide out.

    1. Using the Map View images/download/attachments/131832982/image2020-7-29_16-46-6-version-1-modificationdate-1681427340000-api-v2.png :

      1. If the movement list is not displayed, click the movement list button in the upper left corner.

        images/download/attachments/131832982/image2020-7-29_16-47-58-version-1-modificationdate-1681427340000-api-v2.png
      2. Click the crossed arrow icon for a movement in the movement list to add it to the map view.
        The crossed arrow icon turns blue, and the movement is added to the map.

        images/download/attachments/111154321/image-2023-2-2_7-59-31-version-1-modificationdate-1675346371910-api-v2.png




      3. Click a circle (a stop) to display the stop popup or click the colored bar (a route) to display the movement popup.

        images/download/attachments/131832982/image2020-7-29_16-36-56-version-1-modificationdate-1681427340000-api-v2.png

        images/download/attachments/131832982/image2020-7-29_16-37-33-version-1-modificationdate-1681427340000-api-v2.png



      4. Click the Actions icon.
        A menu displays.

      5. Click Remove Shipment.
        The Remove Shipment slide-out displays. (See below for continued instructions.)

    2. Using the Grid View:

      1. Click the Grid View icon on the right side of the screen.

        images/download/attachments/131832982/image2020-7-29_16-44-56-version-1-modificationdate-1681427341000-api-v2.png


        The Grid View screen displays.

        images/download/attachments/131832982/image-2023-2-2_8-1-28-version-1-modificationdate-1681427340000-api-v2.png
      2. If the movement list is not displayed, click the movement list button in the upper left corner.

        images/download/attachments/131832982/image2020-7-29_16-47-58-version-1-modificationdate-1681427340000-api-v2.png


        The movement list displays.

      3. Click the crossed arrow icon for a movement.
        The movement is added to the table in the grid view.

        images/download/attachments/131832982/image-2023-2-2_8-14-48-version-1-modificationdate-1681427340000-api-v2.png



      4. Click the Actions button next to the movement name.

        images/download/attachments/131832982/image2020-8-6_16-4-23-version-1-modificationdate-1681427341000-api-v2.png


        A menu of actions displays.

      5. Click Remove Shipment.
        The Remove Shipment slide-out displays.

        images/download/attachments/131832982/image2020-8-6_11-59-1-version-1-modificationdate-1681427340000-api-v2.png



  2. Click the checkbox for the shipment to be removed.

  3. Click the Remove Selected button.
    The screen refreshes, and the movement details (distance, utilization, weight, and volume) update.

  4. At this point, users have a number of options to move forward with the movement.

    1. Click the Execute button (

      images/download/attachments/131832982/image2020-8-6_11-54-21-version-1-modificationdate-1681427341000-api-v2.png

      ) to execute the changes.

    2. Click the Compare to Baseline button (

      images/download/attachments/131832982/image2020-8-6_11-53-42-version-1-modificationdate-1681427341000-api-v2.png

      ) to view utilization details from before and after the shipments were added.

    3. Click Help NEO Out! to view optimization options.