Execution Policies

Complete the following steps to configure execution policies:

  1. L og in to the ONE system.

  2. Select Menus/Favs > Transportation > Policies > Execution Policies.
    In the NEO UI, users can click on the Menus/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 Execution Policies screen appears.

    images/download/attachments/131830457/image2022-10-4_11-11-38-version-1-modificationdate-1664896298000-api-v2.png

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

    Section

    Field

    Description

    General

    Allow Delivery only after Pickup

    Select this checkbox to require deliveries to only occur after pickups.

    Skip movement generation

    Select this checkbox to force a shipment to not generate any movements.

    Mvmt Generation Scheme

    This determines how a movement number is generated. Select a value from the drop-down menu. The available options are Sequence or Shipment No.

    Mvmt No Prefix

    To add a prefix to movement numbers, enter any desired text.

    Mvmt No Length

    To set the length of a generated movement number, enter an integer.

    Mvmt No Seq Name

    To apply a name to a movement number sequence, enter any desired text.

    Ship With Group Prefix

    To add a prefix to grouped shipments, enter a prefix.

    Custom Shipment Number Sequence Name

    This field is available when certain criteria are met.

    Unconsolidate On Update

    Select this checkbox to move a shipment from the Consolidated state to the Unconsolidated state when updated.

    Disable Shipment Number Update

    Select this checkbox to make a shipment number read-only (unable to be changed after creation).

    Include Public Sites

    Select this checkbox to include public sites.

    Nearest Terminal Radius

    This field sets a user-defined area for the nearest terminal. Enter a numerical value and then select a unit of measure from the drop-down list.

    Operating Currency

    Select a default currency for international shipments from the drop-down box. For more information, see the ".Currency Conversion vNEO_3.5" section of the Online Help..

    Bid For

    Choose a bidding option from the drop-down menu. The available options are Line Haul Amount or Total Cost Amount.

    Show All Equipments For Manual Operations

    Select this checkbox to show all equipment options when manually editing a movement on the movement details screen.

    Validate Stop Arrival Departure With Shipping Receiving Hours

    Select this checkbox to validate stop arrival departures with shipping receiving hours.

    Validate Arrival Departure On-Site Holiday

    Select this checkbox to validate arrival departure during on-site holidays.

    Disable Auto-Confirmation of Static Route Generated Shipments

    Select this checkbox to disable auto-confirmation of static, route-generated shipments.

    Allow Past PickUp Date Tendering

    Select this checkbox to allow past pick-up date tendering.

    Skip Client Quoting

    Select this checkbox to skip client quotes while creating a shipment.

    Allow Supplier to Confirm Shipments

    Select this checkbox to allow the supplier to confirm shipments. This policy enables Supplier roles to c onfirm shipments (as long as the supplier is part of the shipment creation organization and the transportation controlling organization (TCO)). Transportation Manager roles can enable the policy.

    Disallow Consolidation Across Service Levels

    Select this checkbox to not allow consolidation across several levels.

    Enable Calendar Day Calculation

    Select this checkbox to enable calendar day calculations.

    Container No Prefix

    Enter a container number prefix.

    Rounding Decimals For Cost

    The policy specifies how many digits after the decimal point the system should use to round up the cost of components. This policy accepts integer values between 0 and 5; if left undefined, the value defaults to 2. For example, if the policy is set to "3" and the database value is 20.12466, the value displays in the UI as 20.125.

    Market Maker

    Enable For Carrier Bidding

    This field enables carriers to bid on a movement. Select value from the drop-down menu. The available options are All Movements, Manual, or Movements With No Carriers.

    Bidding Level

    This field determines which group of carriers can apply for bidding. Select a value from the drop-down menu. The available options are Network Carriers, Partner Carriers, and Selected Carrier Group.

    Default Bidding Response Time

    This field sets a time limit on the response time to bidding opportunities. Enter a value in days, hours, and minutes.

    Enable Open Auction

    Select this checkbox to enable open auctions.

    Driving Rules

    Validate Driving Rules

    Select this checkbox to validate driving rules.

    If this field is enabled, the following fields become editable.

    On Violation Driving Rules

    Select the driving rules on a violation from the drop-down menu. The available options are Fail or Flag.

    Validate Break Time

    Select this checkbox to validate break time.

    Validate Max Continuous Drive Time

    Select this checkbox to validate the maximum continuous drive time.

    Validate Min Drive Before Break

    Select this checkbox to validate the minimum drive time before a break.

    Validate Rest Time

    Select this checkbox to validate rest time.

  4. Click Update to update the policy details.