Trip Plan
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This activity allows you to create the trip plan number. A trip plan can be created with/ without a Vehicle Plan. You can search the already created trip plan and modify the same (if the status is valid). You can also record the completion at each activity stage and determine the deviations if any. Vehicles intended for trip will be known, which will in turn determines owner and freight amount. You can compare the planned or standard time/duration/distance details with the actual details for detailed analysis. You can also specify the positive/negative tolerance distance/duration details in the Tolerance Details group box. A Trip Plan can contain multiple Trip Numbers.
Select the “Trip Plan” activity under the “Vehicle Planning” business component.
The “Trip Plan” 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.
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Status |
The status of the trip plan number. The status can be “Fresh”, “Deleted”, “Under Amendment”, “Confirmed” or “Short Closed”. |
Enter the following details in the header:
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Trip Plan No. |
A unique number identifying the trip plan. |
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Trip Plan Date |
The date on which the trip plan was created. |
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Numbering Series |
Use the drop-down list box to select the numbering type for creating the trip plan number. The combo is loaded with the numbering series defined for the Transaction Type – Trip Plan |
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Planned Start Date |
The planned start date of the trip. This date should be greater than or equal to the Trip Plan Date. |
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Planned Start Time |
The planned start time of the trip. |
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Amendment No. |
Use the drop-down list box to view the trip plan amendments. |
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Trip Type |
Use the drop-down list box to select the trip type for planning the trip. The combo is loaded with “Interstate” and “Local”. The system displays “Interstate” by default on launch of the page. |
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Ref. Document Type |
Use the drop-down list box to select the reference document type. Example: Vehicle Planning. |
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Ref. Doc. No. |
A unique number identifying the reference document of the Login OU. Mandatory, when the Ref. Document Type is chosen. |
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Required Vehicle Type |
Use the drop-down list box to select the required vehicle type. The combo is loaded with all the Vehicle Type applicable for the Ref.Doc. No. The system displays “Blank” by default on launch of the page. |
The system displays the following details in the header.
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Required Vehicle Quantity |
The required quantity of the vehicle based on the specified reference document number – Vehicle Type combination. |
Click the “Get Details” pushbutton.
Note: Reference Doc. No. should not be blank.
Based on the specified Ref. Doc. No, the system retrieves and displays the Vehicle No., Vehicle Type, Vehicle Owner, From Location, To Location, Contract No., Contract Line No., Project Code and Project OU details in the Trip Details tab.
Enter the following details in the “Tolerance Details” group box:
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'+'ve Tolerance Distance (%) |
The positive tolerance for distance variance between standard and actuals. |
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'-'ve Tolerance Distance (%) |
The negative tolerance for distance variance between standard and actuals. |
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'+'ve Tolerance Duration (%) |
The positive tolerance for duration variance between standard and actuals. |
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'-'ve Tolerance Duration (%) |
The negative tolerance for duration variance between standard and actuals. |
Enter the following details in the “Default Values” group box:
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Route No. |
A unique number identifying the trip route. |
The system retrieves and displays the details in the “Default Values” group box.
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Route From Location |
Indicates the origin location associated with the route number. |
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Route To Location |
The destination location associated with the route number. |
Click the “Default” pushbutton.
The system retrieves and displays the Route No and the Trip Allowance details in the Trip Details Tab.
This page has two tabs.
Trip Details
Trip Summary
Trip Details
The system displays the following details in the “Trip Details” Tab.
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Trip No. |
A unique number identifying the trip. |
Enter the following details in the “Trip Details” Tab:
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Vehicle No. |
A unique number identifying the vehicle. The vehicle should be in “Active” status. |
The system displays the following details in the “Trip Details” Tab.
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Vehicle Type |
The vehicle type mapped to the route. |
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Vehicle Owner |
The name of the vehicle owner. |
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From Location |
Indicates the origin location associated with the route number. |
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To Location |
The destination location associated with the route number. |
Enter the following details in the “Trip Details” Tab:
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Driver Code |
A unique code identifying the driver. |
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Driver Name |
The name of the driver. |
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Route No. |
A unique number identifying the route. |
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Project Code |
A unique code identifying the project. |
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Project OU |
Use the drop-down list box to select the project organization unit. The system displays blank by default on launch of the page. |
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Fuel By |
Use the drop-down list box to select the equipment fuel provider details. The combo is loaded with “Self” and “Vendor”. The system displays “Blank” by default on launch of the page. |
The system displays the following details in the “Trip Details” Tab.
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Freight Amount |
Freight amount as per supplier contract. |
Enter the following details in the “Trip Details” Tab:
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Additional Amount |
The amount in addition to the actual Freight Amount mentioned in the Contract. |
The system displays the following details in the “Trip Details” Tab.
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Trip Allowance |
Trip allowance associated to a route number against a Vehicle Type. |
Enter the following details in the “Trip Details” Tab:
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Source OU |
Use the drop-down list box to select the Source organization unit for creating the trip number details. The combo is loaded with the CIM between Truck Planning and Transport Log components from the Login OU. |
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Destination OU |
Use the drop-down list box to select the Destination organization unit for creating the trip plan details. The combo is loaded with the CIM between Truck Planning and Transport Log components from the Login OU. |
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Contract No. |
A unique number identifying the blanket purchase order ( contract) |
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Contract Line No. |
A unique number identifying the contract line No. |
The system displays the following details in the “Trip Details” Tab.
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Order No. |
A unique number identifying the purchase order. |
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Order Line No. |
A unique number identifying the line no. of the purchase order. |
Note: Purchase order will be auto created for hired vehicles, if the Trip No. does not have contract reference.
The system displays the following details in the “Trip Details” Tab.
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Trip Status |
The trip status. The status can be “Fresh”, “Deleted”, “In Progress”, “Under Amendment”, “Short Closed” or “Closed”. |
Enter the following details in the “Trip Details” Tab:
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Remarks |
Any remarks pertaining to the trip details. |
Trip Summary
Enter the following details in the “Trip Summary” Tab:
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Trip No. |
Use the drop-down list box to select the trip number to view the closed trip summary details. The system displays “Blank” by default on launch of the page. |
The system displays the following details in the “Trip Summary” Tab.
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Vehicle No. |
A unique number identifying the vehicle. |
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From Location |
Indicates the origin location associated with the trip number. |
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To Location |
The destination location associated with the trip number. |
The system displays the following details in the multiline.
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Entity |
The trip summary entity. |
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Duration |
The duration of the trip. |
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Distance |
Total distance (in KMS) from start location. |
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Freight Amount |
Indicates the freight amount applicable to the supplier. |
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Other Expenses |
The other expenses incurred for the trip. |
Click the “Maintain” pushbutton.
The system generates a unique Trip Plan number in “Fresh” status.
Click the “Confirm” pushbutton.
The system confirms the Trip Number, which is in “Fresh” status and at the same time, generates the Trip No. (s) in “Fresh” status.
Note: The system updates the “Fresh” status of Trip Plan Number to “Confirmed”.
The system creates the “Purchase Order” in “Fresh” status, if contract details are not provided for a hired vehicle.
Click the “Delete” pushbutton.
The system deletes the trip plan number and updates the status as “Deleted”.
Note: Only “Fresh” status of Trip Plan Number can be deleted.
Click the “Amend” pushbutton.
The system updates the status as “Under Amendment”.
Note: “Fresh”/ “Confirmed” Trip Number can be amended.
Click the “Short Close” pushbutton.
The system updates the Trip plan status as “Short Closed”.
Note: The Trip No. (s) in “Fresh”, “Closed”, or “Deleted” status, can be short closed.
To proceed, carry out the following
Select the “Site Permits and Restrictions” link at the bottom of the page to specify the site permits and restrictions details.
Select the “Activities” link at the bottom of the page to specify the activity details.
Select the “Trip Log Details” link at the bottom of the page to specify the trip log details.
Select the “Attach Notes” link at the bottom of the page to specify notes details.
The system displays the following details in the “Data History” group box.
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Created By |
The name of the person who created the trip plan details. |
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Created Date |
The date on which the trip plan was created. |
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Modified By |
The name of the person who modified the trip plan details. |
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Modified Date |
The date on which the trip plan details was modified. |
