Planning Policies

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:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Planning > Policies > Planning 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 Planning Policies screen displays showing a hierarchy of the organization in the Explorer pane on the left.

  3. 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.

    images/download/attachments/131829581/2023-07-10_16-22-19-version-1-modificationdate-1689027800000-api-v2.png

  4. Click the tabs across the top to revise various policy sections, or click the arrow button to progress through the tabs.

  5. To save the revised planning policy for an organization at any time on any tab, click the Save button.
    A success message displays.


The following sections describe the fields in each tab. The Pickup tab displays by default.

Pickup and Delivery Tabs

The Pickup and Delivery tabs include similar fields, save where pickup and loading information are noted, and delivery/unloading are noted. One table of fields is provided with the label differences identified.

  1. Click the Delivery tab for delivery details input.

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

    Field

    Description

    Load or Unload Time

    Select a time from the dropdown menu.

    Stop Order

    Select an appropriate stop order: First Stop, Last Stop, or Any Stop.

    Pooling Load or Unload time.

    Select a pooling time from the dropdown menu.

    Pickup or Delivery Range

    Enter a numerical value in the two text boxes, and then select a unit of measurement (UOM).

    Is Pickup or Delivery Date Flexible

    Select this checkbox if the pickup or delivery date can be flexible.

    Pickup or Delivery Tolerance

    Enter a numerical early and late range, and select a unit of time. This field is only editable if the Is Pickup or Delivery Date Flexible checkbox is selected.

    Pickup or Delivery Flex Cost

    Enter a numerical range for flex costs. This field is only editable if the Is Pickup or Delivery Date Flexible checkbox is selected.

    Is Pickup or Delivery Flex Within Day

    Select this checkbox if the pickup or delivery is flexible within the given day. This field is only editable if the Is Pickup or Delivery Date Flexible checkbox is selected.

  3. Click the Save button. You can save at any time.

Other Settings

  1. Click the Other Settings tab.

  2. Use the picker tool to select a Resource Template.

  3. Click the Save button

Pooling Exclusion Rules

  1. Click the Pooling Exclusion Rules tab.

  2. Enter a numerical value, and select a unit of measurement from the No Pool Beyond Weight dropdown list.

  3. Enter a numerical value, and select a UOM from the No Pool Beyond Volumn dropdown list.

  4. Click the Save button.


Strategy Parameters

  1. Click the Strategy Parameters tab.

  2. 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.

    Is MultiStop Consolidation Disabled

    Check the box to disable multistop consolidation.

    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.

    Private fleet Rate

    Enter a numerical value in the first field and a country code for the currency from the dropdown list in the second field.

    Private fleet Rate Distance UOM

    Select a UOM from the dropdown list.

    Enable Multi Routes

    Select this checkbox to enable multiple routes.

    Max Number of Stops

    Enter a numerical value for the maximum number of stops.

    Load Unload Sequence

    To optimize shipments based on the load-unload sequence, select an option from the dropdown list.

    Break Bulk Pooling Time

    Enter a numerical value in the cells for the Days, Hours, and Minutes.

    Pooling Time

    Enter a numerical value in the cells for the Days, Hours, and Minutes.

  3. Click the Save button.


Shipment Splitting Parameters

  1. Click the Shipment Splitting Parameters tab.

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

  3. Select the checkbox for the Enable Splitting field to allow the shipment to be split.

  4. Enter a numerical value in the Max No of Split Parts for the maximum number of parts the shipment can be split.

  5. Click the Save button.

Driving Laws

  1. Click the Driving Laws tab.

  2. Select the standardized laws from the Driving Laws dropdown list.
    If "DOT" is selected, the following options display:

  3. 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.


  1. If "European" is selected, the following options display:

  2. 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.


  1. If "South Africa" is selected, the following options display:

  2. 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.

  1. Ship with Group Violation

  2. 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.

  1. Order Split Parameters

  2. 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.

  1. Auto-Approval Settings

  2. 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.

  1. Cancellation Refund Rate

  2. 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.

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

  2. L og in to the ONE system.

  3. Click Menu/Favs > Planning > Policies > Planning 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 Planning Policies screen displays showing a hierarchy of the organization in the Explorer pane on the left.

  4. 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.

    images/download/attachments/131829581/image2022-5-10_8-47-35-version-1-modificationdate-1689025742000-api-v2.png



  5. 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.

  6. To save a revised planning policy for a site at any time on any tab, click the Save button.
    A success message displays.

  7. Pickup

  8. 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.

  1. 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.

  1. Other Settings

  2. 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 vNEO_3.4" section in the Online Help for more information.

  1. Route Vulnerability

  2. 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.

  1. Auto-Approval Settings

  2. 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.

  1. Site Profiling

  2. 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.

  1. Pool Point Settings

  2. 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.

  1. Shipment Split Parameters

  2. 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.