The goal of consolidation settings is to automate the creation process of transport orders, assignment of carriers and distributing the created transport orders to the correct carrier.
It allows you to create specific business rules that will dictate how many transport orders are created.
Activating consolidation
In the Material order grid, there is a toggle to activate the consolidation setting in the grid. Once activated, you can apply a filter that will then filter out all irrelevant orders.
Setting up a filter
You can set up a filter for consolidation in the consolidation settings table. If you cannot see the consolidation settings table, you can add it to the Masterdata Role of your account.
On the left side of the table, you determine the order matching values that specify the Material order values the system will use to apply the rules that are specified on the right side of the table. You use filters to make sure the Material orders are filtered out by the system, or you can make sure the users manually assign material orders themselves.
Applying a Hub Location and/or destination
You can add a location for your consolidation by clicking the green icon in the middle of the destination logic section. This will open a window where you can select the location and apply filter values that will be applied to the Material orders in the grid.
The Split filter and filter value allow you to make an extra separation based on the carrier.
Example: If the split filter is "initial carrier" and the filter value is Carrier A, then only orders with carrier A will be available for the hub location.
When this is done, you can now specify the TO-related consolidation and billing rules.
Consolidation:
Single transport order: All Material orders are placed on 1 transport order
Individual transport order: 1 transport order per Material order
Group By Origin: All Material orders with identical collection locations will be placed on 1 transport order
Group by destination: All Material orders with identical delivery locations will be placed on 1 transport order
No Transport order: This transport leg does not need a transport order
Billing:
TO single: The Transport Order will calculate one freight cost based on the Transport Order's origin and destination locations
TO single + Custom destination: The transport Order will calculate one freight cost based on the Transport Order's origin location and a custom destination
MO ( MO origin - destination ): The transport order will calculate one freight cost for each Material Order based on the origin and destination of each Material Order
MO ( TO origin - destination ): The transport order will calculate one freight cost for each Material Order based on the origin and destination of each Material Order on that TO
Grouped MO's: The Transport order will calculate one freight cost for groups of identical MO's
If some of the MO's are missing scheduled times on collection or delivery, you can activate the checkbox on the top right corner to make sure the arrive and depart times are used.
