Search for a Logistics Plan

Overview

Users can find logistics plans based on a variety of criteria. Once returned, search results can be sorted and the data grid rearranged, as needed.

Areas of the Search Bar

 

Search By

These Several criteria are available when searching for logistics plans. For more information about the available criteria,

If You Search For Optimiz Returns
Customer Logistics Plans belonging to the specified customer.
Destination The destination associated with the logistics plan.
Origin The origin associated with the logistics plan.
Planning Type All that have been assigned the specified Planning Type.
PO Number A purchase order number (PO number) authorizes a purchase transaction.
Primary Carrier The primary carrier assigned to the logistics plan.
Route Identifier All logistics plans associated with the specified Route Identifier.
Secondary Carrier The secondary carrier assigned to the logistics plan

Status

Users can search by status in Logistics Plan Search. Only Analysis and Engineering users will be able to copy from an expired status plan.

Status Description
Active The logistics plan is still creating loads.
Deleted The Logistics Plan was expired and removed from results.
Expired The logistics plan is no longer being used to create loads.
Single Occurrence The logistics plan was used to create only a single load or is being used as a template to create one-time loads.

When Should I Search?

Many activities in Optimiz require the user to search before taking action on an item. Build and run a search to find logistics plans matching a given set of criteria.

Prerequisites

Before you can search for logistics plans, you must:

  • Log in to Optimiz.

Process

At least one search criterion or filter must be added. To return the most specific results, complete the steps to add all filters.

To Add a Search By Criterion:

  1. Click the Search By dropdown list.
  2. Click the dropdown list to expand the available search criteria and select a search criterion from the list.
  3. Enter or select the value to search by. Select the matching option from the list, if available.
  4. Click Add if necessary. Some search criteria are automatically added as soon as a valid item is selected from the list.
  5. Repeat steps 2-4 to add any other required criteria to the search.

To Add a Status Filter:

  1. Click the Status dropdown list.
  2. Select one or more statuses to use as a filter.

 

Run the Search

Run the search after the criteria and filters have been added.

To Run the Search:

  1. Click Search.

 





Result

Optimiz finds all matching results and displays them in the data grid.