Route Capacity Control Settings

Use this routine to specify global delivery-capacity cutoff points for selected days of the week. You can set up any combination of the following four cutoff points:

For example, you can specify a maximum of five stops for Monday through Friday, a maximum of seven stops for Saturday, and no stops for Sunday.

If you enter an order whose quantities exceed a route's capacity, a warning message appears and you cannot proceed unless you have access via the Override capacities when scheduling routes that are full field on the Logistics tab of the Extended Security settings.

The values you enter here default into the Route Capacity Settings whenever you create a new route code, but you can use that routine to specify cutoff points for individual routes. Cutoff points for individual routes override any global cutoff points you specify here.

Specify the route type. You have the following options:

(DL) Delivery route
(CS) Customer Service route
(TR) Transfer route

Sun - Sat

The following entry fields are available on each of the Sun - Sat tabs. These fields are not mandatory.

Adjustment to any of the below fields results in a message with the option to rebuild the route calendar. If you choose to rebuild the route calendar, the new maximum level(s) for all route calendars for all route types for all days are adjusted, including maximum levels that have been manually adjusted. If you do not choose to rebuild the route calendar, the changes to the maximum level(s) are saved but maximum levels for existing routes are not changed. Only route calendars created after this adjustment are affected. This may cause routes to go over capacity.

Enter the maximum number of stops you want to allow for this day of the week. To prevent deliveries on this day of the week, enter zero (0). If you leave this field blank for a specific day of the week, the system does not check or monitor that day.

For example:

To allow up to 25 stops on Saturday before the system warns that you have reached the maximum stop capacity, enter 25 in this field under the Saturday tab.
If you do not allow deliveries on Sunday, enter 0 in this field under the Sunday tab.
If you have no limits on your delivery schedule for Monday, leave the field blank under the Monday tab.

If you selected Delivery at the Route Type Field, enter the maximum number of units you want to deliver for this day of the week. To allow no deliveries on this day of the week, enter zero (0). To not check or monitor this day of the week, leave this field blank.

If you selected Customer Service at the Route Type Field, enter the maximum number of service hours you want to permit for this day of the week. For no service hours, enter zero (0). For unlimited hours, leave the field blank.

For this day of the week, enter the maximum capacity units your trucks can deliver. You can specify the precise cubic feet of the product or assign units to merchandise for the calculation of truck capacity. For example, a three-cushion sofa might equal 3 units; a two-cushion sofa might equal 2 units.

To prevent deliveries on this day of the week, enter zero (0) in the corresponding field. To not check or monitor this day of the week, leave this field blank.

The Product record contains a Volume field in which you enter the measurement used in calculating the delivery volume. To properly calculate maximum capacity units, you must enter a value in this field for the delivery scheduling program.

Settings

To issue a warning message when a user attempts to file a document that causes a capacity to be exceeded for any of the following, check the box. Otherwise, leave the box blank.

stops
volume
weight
dollars

Use this field to consolidate delivery orders with similar delivery information into a single stop. If you check the box at this field, then when scheduling orders for delivery and two or more of the orders have the following information in common, the system consolidates the orders into a single delivery stop:

delivery route
delivery date
customer code
delivery address (addresses must match exactly)

If you leave the box blank, the system does not consolidate delivery stops in this way. Note that when scheduling orders, if you check the Past Dates field in the Logistical Scheduling routine, the program does not consolidate stops.

This is a mandatory setting to specify how many days route capacity entries for the specified route type are retained in the View Routing Capacity Log. Entries older than the number of days entered here are purged as part of the end-of-day process. You may enter a number from 0-99. The default is 30 days.

Entries recorded as part of the View Routing Capacity Log process accumulate quickly and, therefore, may result in a very large file. STORIS recommends regular purging of these records in order to prevent any slowdown of your STORIS system.

Indicate the percentage over the established maximum capacity that you can schedule units for an open route. Valid entry for this field is any integer number between 0 and 999. If you are scheduling an order whose units exceed the maximum capacity set for the route, the order can be scheduled, provided the percentage over does not exceed the percentage in this field. If you leave this field null, the first order that is attempted to be scheduled on a route that exceeds the maximum is permitted to be scheduled, regardless of the number of units the route exceeds its capacity.

In either case, if the order puts a route over capacity units, but this field allows it to be added to the route, the route is then closed to further scheduling.

Indicate the percentage of dollars over the established maximum capacity that you can schedule an order for an open route. Valid entry for this field is any integer number between 0 and 999. If you are scheduling an order whose dollars exceed the maximum capacity set for the route, the order can be scheduled, provided the percentage over does not exceed the percentage in this field. If you leave this field null, the first order that is attempted to be scheduled on a route that exceeds the maximum is permitted to be scheduled.

In either case, if the order puts a route over capacity dollars, but this field allows it to be added to the route, the route is then closed to further scheduling.

Indicate the percentage over the established maximum capacity that you can schedule cubes for an open route. Valid entry for this field is any integer number between 0 and 999. If you are scheduling an order whose cubes exceed the maximum capacity set for the route, the order can be scheduled, provided the percentage over does not exceed the percentage in this field. If you leave this field null, the first order that is attempted to be scheduled on a route that exceeds the maximum is permitted to be scheduled and then the route is closed.

In either case, if the order puts a route over capacity cubes, but this field allows it to be added to the route, the route is then closed to further scheduling.

A threshold set to zero (0%) cannot exceed the maximum capacity without requiring an override. Routes nearing maximum capacity continue to show on the calendar.

A threshold set to null (blank) allows an order of any size to be added to the route despite going over maximum capacity; a security override is not required.

Below is an example of how to allow users to add to the route and go over capacity but then have the route close:
-Determine the minimum volume at which the route should be closed (example 4,800)
-Determine the maximum volume that you would allow on the route (example 5,280)
-Set your Maximum Volume field to 4,800 and set the Cube Capacity Threshold field to 10%
In this example, if the current volume is 4,780, the user is allowed to choose the route and bring the capacity to 5,280 without requiring override. Additionally, the route is closed as soon as 4,800 is exceeded, preventing that route from being chosen.