Route Split Rules

The Route Split Rules make it possible to define and manage recurring route splits centrally. A route split template describes how a transport order is split into several sub-sections (split sections) along its route – for example via transshipment points or intermediate warehouses. Instead of carrying out each split manually, the stored template can be applied to matching orders – automatically if desired.

Note: The management of route split rules is available exclusively to users with administrator permission.

1. Navigation

The route split rules overview is accessible via the main menu under Dispatching › Route Split Rules.

2. Overview (Table)

The overview shows all existing route split rules in a table. Each row represents one template.

Columns

Sorting and Navigation

Clicking a column header sorts the list in ascending or descending order. The table loads the data page by page from the server, so that even large amounts of data can be browsed smoothly.

Multiple Selection

Several templates can be marked at the same time. Bulk actions such as deletion can then be applied to all marked templates.

3. Group Filter

The filter bar above the table can be used to restrict which templates are displayed.

• Group selection: A searchable selection field with which the display is narrowed down to a specific group.
• Current group only: With this switch, only templates of the currently selected group are displayed. If it is deactivated, templates of the associated subgroups are also included.

If the active group is changed via the global group switcher, the list updates automatically.

Note: The «Current group only» switch is not displayed for subcontractor groups.

4. Create or Edit a Template

A new template can be created via the toolbar («Add») or a marked template can be edited («Edit»). In both cases the same dialog opens. It is divided into three tabs:

1. General – master data and validity
2. Rules – definition of the split sections
3. Auto Trigger – automatic application and shipment filter

4.1 «General» Tab

On the General tab, the master data of the template is entered:

This is how you proceed:

1. Click the «Add» button in the toolbar (or mark an existing template and select «Edit»).
2. On the General tab, enter the master data and the validity period.
3. Then switch to the Rules tab to define the split sections.
4. Optionally fill in the Auto Trigger tab.
5. Save the template.

4.2 «Rules» Tab (Split Sections)

On the Rules tab, the actual route is defined as an ordered chain of split sections (legs). Each section describes a sub-order of the split transport.

The following details are available per split section:

This is how you define the sections:

1. Create an additional split section via the additional-split function. The sections are listed in the order of the route.
2. For each section, define the pickup and delivery points as well as the time details, the tour, the group and – if available – the planning area.
3. Set the release indicator if required.
4. Sections that are not needed can be removed again.

Note: For the first section of the chain no pickup point is entered (this corresponds to the original pickup location of the order), and for the last section no delivery point (this corresponds to the original delivery location). In this way the continuous route from the origin to the destination is mapped correctly.

4.3 «Auto Trigger» Tab (Automatic Application)

On the Auto Trigger tab, it is defined whether and to which shipments the template is applied automatically.

• Apply automatically: If this switch is active, the template is applied automatically to all shipments that match the stored shipment filter.
• Shipment filter: The selection fields narrow down which shipments are captured. Pickup locations, pickup areas, delivery locations and delivery areas can be combined.

As long as «Apply automatically» is deactivated, the shipment filter fields are locked. When the switch is activated, the filter fields are released.

Note: With automatic application activated, the shipment filter must contain at least one criterion for the pickup (location or area) and at least one criterion for the delivery. Otherwise the template cannot be saved.

4.4 Time Details

The time details can be defined either as a date or as a day offset. In addition, the option "Day offset by location availability" is available, which shifts the sub-shipment automatically based on the location availability.

5. Delete a Template

Templates that are no longer needed can be deleted from the overview.

1. Mark one or more templates in the list.
2. Click the «Delete» button in the toolbar.
3. Confirm the security prompt.

The marked templates are removed. Deleting several templates at once (bulk operation) is supported.

6. Toolbar Functions

The toolbar of the overview provides the following tools:

Note: The saved view templates concern exclusively the presentation of the table (columns and filters) and must not be confused with the route split rules themselves. The layout and column configuration is saved per user and is retained after logging out.

7. Notes

• The management of route split rules is reserved for users with administrator permission.
• A template number that has been assigned and saved once can no longer be changed. Therefore choose the number with care.
• For a template to be available in dispatching, it must be active and the current point in time must lie within the validity period («Valid From» / «Valid To»).
• How route split rules are used when splitting an order manually is described in the chapter Orders in the section on order splitting.