Create a Logistics Plan

Overview

Logistics plans in Optimiz contain all the information required to move a customer's products from origin to destination. While one time loads only occur once at a specific date and time, logistics plans automatically generate multiple loads on a regularly scheduled basis.

Prerequisites

  • All entities to be used in the logistics plan must already be created.
  • The origin and destination must be associated with one another in the Customer Hierarchy with as much default data as possible. Different groups are responsible for setting up and maintaining the Customer Hierarchy. See Customer Hierarchy Overview for details.
  • If the origin or destination do not appear when searching, see Create a New Entity.
  • Financial data for each BillTo, Responsible Party, and Payment Party must be configured by a user with the Accounting role. See Access Accounting/Financial Data for details.

Process

To Create a Logistics Plan:

  1. Access Logistics Plans. See Access Logistics Plan Entry.
  2. Add the required shipment information. See Add a Shipment to a Logistics Plan.
  3. Manage the related segments. See Add a Stop to a Logistics Plan.
  4. Add the required load details. See Load Details Overview.
  5. Review the information and save. See Save a Logistics Plan.

Result

The plan is saved and will start generating recurring loads based on the schedule you created.