Planning Details

This activity allows you to create the Plan Number against a (set of) vehicle / equipment request no.(s). You can search for the Vehicle / Equipment Requests and plan the trip. You can also search for request based on the required date location and vehicle/equipment type. You can also determine the type and quantity of vehicles/equipments to be hired based on shortfall in quantity of owned or leased vehicles/equipments. You can also map the required vehicle/equipment requirement for each vehicle number.

Select the “Planning Details” activity under the “Vehicle Planning” business component.

The “Planning Details” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details in the header.

Status

The status of the planning number. The status can be “Fresh”, or “Confirmed”, or “Under Amendment”, or “Deleted” or “Cancelled”.

Enter the following details in the "Planning Details” group box:

Planning No.	A unique number identifying the vehicle planning.
Amendment No.	Use the drop-down list box to view the vehicle planning amendments.
Numbering Series	Use the drop-down list box to select the numbering series. The combo is loaded with the values defined for the Transaction Type – Vehicle Planning in Numbering Class Component.
Plan Date	The date on which the planning number was created.
Remarks	Any remarks pertaining to the vehicle planning.
Plan For	Use the drop-down list box to select a plan for the vehicle. The combo is loaded with “Trip”, “Usage” and “Usage w/o Ref.Doc.” The system displays “Trip” by default on launch of the page.
Reporting OU	Use the drop-down list box to select the reporting organization unit. The combo is loaded with all the Organization Units where ever the “Transport Log” business component is deployed along with a blank value.

Enter the following details in the "Requests Details” group box:

Required Date	The date on which the vehicle is required.
From Location	The location from which the vehicle is required.
To Location	The location up to which the vehicle is required.
Time Slot	Use the drop-down list box to select the time slot for which the vehicles are being planned. The combo is loaded with the values defined in the Maintain Codes activity of TMS Common Master Component. The system displays “Blank” by default on launch of the page.

The system displays the following details in the “Requests Details” group box.

From Time	Indicates the shift start time.
To Time	Indicates the shift end time.

Enter the following details in the “Requests Details” group box:

Required Type	Use the drop-down list box to select the required vehicle/equipment type for which you wish to plan the vehicle. The combo is loaded with all the vehicle types defined in the Maintain Codes activity of TMS Common Master Component.
Request OU	Use the drop-down list box to select the vehicle request organization unit. The combo is loaded with all the OU’s where the Vehicle Request component is deployed. The system displays “Blank” by default on launch of the page.
Status	Use the drop-down list box to select the vehicle request status. The combo is loaded with “All”, “Confirmed”, and “Partially Planned”. The system displays “All” by default on launch of the page.
Project	A unique code identifying the project. This Project Code should be in “Approved” status.
Project OU	Use the drop-down list box to select the project organization unit. The combo is loaded with all the OU’s where the Project Management Component is deployed. The system displays “Blank” by default on launch of the page.

Click the “Get Requests” pushbutton.

The system retrieves and displays all the vehicle requests details in the “Request List” tab.

This page has three tabs.

Requests List

Allotment Details

Summary

Requests List

Enter the following details in the “Requests List” tab.

Vehicle Request No.

A unique number identifying the vehicle request.

The system displays the following details in the “Vehicle Requests List” tab.

Request OU	The organization unit at which the vehicle is requested.
Project Code	A unique code identifying the project.
Project OU	The project organization unit at which the vehicle is requested.
From Location	The location from which the vehicle is required.
To Location	The location upto which the vehicle is required.
Type	Indicates the vehicle type defined in the Maintain Codes activity of TMS Common Master Component.
Qty	The requested quantity of the vehicle.
Owned Qty	The quantity of the owned vehicle (s) which was planned.
Hired Qty	The quantity of the hired vehicle (s) which was planned.
Balance Qty	The balance quantity of the vehicle. Balance Qty = Required Qty -(owned qty. + Hired Qty)
Commodity Desc.	The detailed description of the commodity.
Weight (Tons)	The approximate sum of weight (in Tons) which is loaded across requested vehicles.
Volume	The approximate sum of volume, which is loaded across requested vehicles.
Volume (UOM)	The unit of measurement of the volume.
Area	The approximate sum of area that is loaded across requested vehicles.
Area (UOM)	The unit of measurement of the area.
Required Date	The date on which the vehicle has to report at origin location.
Required Time	The time at which the vehicle has to report at origin location.
Request Status	The status of the vehicle, which is requested for a trip. The status can be “Fresh”, or “Deleted”, or “Confirmed”, or “Under Amendment”, or “Short Closed” or “Planned”.
Requestor	The name of the person who requested for the vehicle.
Customer	The name of the customer.

Allotment Details

Select the following from the “Allotment Details” tab.

Ownership Type

Use the drop-down list box to select the vehicle ownership type. The combo is loaded with “Owned” and “Leased”. The system displays “Blank” by default on launch of the page.

Enter the following details in the "Allotment Details” tab:

Owner

The name of the vehicle owner.

Type

Use the drop-down list box to select the vehicle type. The combo is loaded with all the Vehicle Types defined in the Maintain Codes activity of TMS Common Master Component.

Retrieve

Use the drop-down list box to select the vehicles, which are free, planned, and In transit. The combo is loaded is with the following:

Free – The system retrieves the free vehicles for the vehicle allotment.

Planned – The system retrieves the planned vehicles for the vehicle allotment.

In-Transit – The system retrieves the In-Transit vehicles for the vehicle allotment.

Click the “Get Details” pushbutton.

The system retrieves and displays the following details in the multiline.

Vehicle No.	A unique number identifying the vehicle.
Type	Indicates the vehicle type defined in the Maintain Codes activity of TMS Common Master Component. The vehicle type can be “Owned” or “Hired’.
Owner	The name of the vehicle owner.
Vehicle Status	Indicates the availability of the vehicle, If already booked. Values can be “Planned” or “Free” or “In transit”.

Select the following from the multiline.

Vehicle Request No.

Use the drop-down list box to select the vehicle request number for mapping to the vehicle plan. The combo is loaded with all the distinct Vehicle Request Number saved in the Vehicle Request List tab.

The system displays the following details in the multiline.

Required Type	Indicates the required vehicle type.
Required Quantity	Indicates the required quantity of the vehicle.

Note: Atleast one vehicle request quantity should be zero to combine multiple vehicle requests for a single vehicle.

Last Updated Location	Indicates the vehicles last known location.
Last Updated Date - Time	Indicates the date and time when the vehicle activities were last updated.
Last Updated Activity	Indicates the last updated activity of the vehicle. Eg. Loaded, Unloaded or Gate – out.
Expected Destination	Indicates the expected destination of the vehicle.
Destination ETA	The vehicles expected time of arrival at the destination.
Distance From Required Location	Distance between the expected destination of the vehicle and vehicle required location.
Expected Transit Hours	Transit time between the expected destination of the vehicle and required location.
Required Location ETA	Expected time of arrival at the required location. Required Location ETA = Destination ETA + Expected Transit Hours.
Within Time Slot	Displays“Yes”, if the expected time of arrival at the required location is within the time slot of the request. Else, “No” if the expected time of arrival is not within in the time slot of the request.

Click the “Map/Unmap” pushbutton.

The system updates the Vehicle Request status as “Partially Planned” / “Planned” on Map/unmap.

Summary

The system displays the following details in the “Summary” tab.

Type	The vehicle type with respect to the vehicle plan.
Required Qty	Number of vehicle requested.
Owned Qty	sum of all the planned qty.
Hire Qty	Required Qty - Available qty.

Click the “Save” pushbutton.

The system generates the “Vehicle Planning Number” in Fresh status.

Click the “Amend” pushbutton.

The system amends the “Vehicle Planning Number” and updates the status as “Under Amendment”.

Note: Only “Confirmed” and “Fresh” status of the Vehicle Planning Number can be amended.

Click the “Confirm” pushbutton.

The system confirms the Vehicle Planning Number and updates the status as “Confirmed”.

Note: Only “Fresh” status of the Vehicle Planning Number can be Confirmed.

Click the “Cancel” pushbutton.

The system cancels the Vehicle Planning Number and updates the status as “Cancelled”.

Click the “Delete” pushbutton.

The system deletes the Vehicle Planning Number and updates the status as “Deleted”.

Note: Only “Fresh” status of the Vehicle Planning Number can be deleted.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to specify notes details.
Select the “Hired Vehicle Allotment” link at the bottom of the page to specify the hired vehicle details.
Select the "Hired Equipment Allotment" link at the bottom of the page to specify the hired equipment details.

The system displays the following details in the “Data History” group box.

Created By	The name of the person who created the vehicle planning details.
Created Date	The date on which the vehicle planning details was created.
Modified By	The name of the person who modified the vehicle planning details.
Modified Date	The date on which the vehicle planning details was modified.