Advanced Order Routing

Important

This feature is only available for those with access to Order.

Sustainability: Reduce Transportation

Consolidate inventory into a single route to limit inefficient transportation runs.

See Sustainability with Supply Chain Cloud for more information.

Advanced Order Routing

Advanced Order Routing uses the Order module as the key processing engine within F&SCM to manage orders. It passes information to SCC to make decisions regarding the orders and how to ship them.

Because F&SCM does not have information regarding container and/or pallet dimensions until the orders are waved, Supply Chain Cloud offers:

  1. Estimated Pallets: An additional configuration to store the number of estimated pallets required to ship the order demand line. 
    1. This supports decimal values.
    2. This value is used after order consolidation to figure out the volume of each of the lines being shipped as part of the consolidation.

  2. Suggested Carrier: A field on the sales order header that stores the carrier returned by the routing guide to ship the order.

  3. Suggested Service Level: A field on the sales order header that stores the carrier service level returned by the routing guide for the specific order. 

  4. Suggested Carrier Group: A field on the sales order header that stores the carrier group returned by the routing guide. 
    1. If this value is populated, there is no value in the Suggested Carrier or Suggested Service Level fields.
    2. A carrier group can identify a collection of parcel carriers to rate shop against in the future or a bidding group used for a load that is tendered out to LTL or TL carriers.

The diagram and text below display the process flow along with commentary and notes regarding each step. 


Advanced Order Routing Workflow

 Order Pool

The Order Pool is comprised of any order lines awaiting reservation.

It is filtered based on the characteristics defined in the Demand Channel Template.

  • It does not include order lines that have already been assigned recommended carriers and reserved.
  • Those order lines have been planned and can only be altered manually or by reversing the order line back to an unassigned state.
 Order Configurations/Processes

The Order Pool enters processing through the Order capability.

Order evaluates three groups of logic: Demand Channel, Reservation, and Consolidation.

  1. Reviews demand line characteristics and determines which demand channel it belongs to (Ecommerce, Wholesale, Expedited, etc.).
  2. Determines if there is enough inventory to satisfy the quantity (includes considerations for budgets and safety stock).
  3. Evaluates if there are any demand lines that should be consolidated based on Shipment Consolidation Policies.

Required Configurations

 Pallet Estimation Execution

After executing the Order functions, the demand lines are pushed to the Supply Chain Cloud service to evaluate the number of pallets for a given demand line.

The value provided is an estimate based on item volume and pallet volume.

The latter can be a global- or customer-specific setting.

Required Configurations

 Routing Guide Execution

Using the address for the sourcing warehouse and destination, the total pallet count, and weight, the system determines if there is a routing guide that matches those criteria. 

If so, the routing guide returns either a carrier and service level combination or a carrier group.  

The information is then stored as suggested values on the sales order header to be used later. 

Required Configurations

 Wave Execution

When the wave executes, the system evaluates the configurations on the template regarding the use of the suggested carrier information. 

The configurations and values stored in the suggested and base carrier/carrier service levels determine how the system populates that information on the shipment/load.

Required Configurations


FAQs

  • Q: Why isn’t there a way to generate a rate as part of the routing guide process?
  • A: To get accurate rates back from carriers, the system needs to know the final containerization for the shipment as well as NMFC and HazMat information for each item in the shipment.
    • Because that information is not finalized until the wave executes, any rates calculated prior to the wave are of questionable accuracy. 
    • In high volume DCs, when a order is initially allocated, service levels such as ground might be available and would be the cheapest option.
    • However, depending on when the order is picked/packed, that service level may no longer be available. 
    • It would be incorrect to still ship the container using a method that will no longer meet customer expectations regarding must arrive by dates.

  • Q: Why can’t I get a suggested carrier/service on my order?
  • A: There are multiple potential reasons that you might not be getting rates back:
    • Order is not connected to SCC correctly.
    • There is not a routing guide that matches the sourcing and shipping address for the order.
    • There is a matching routing guide, but there is not a matching detail rate band.

  • Q: Do I have to use Order to use Route?
  • A: The logic to make the call to the routing guide can be done in a fairly simple D365 modification; however:
    • Making sure you have the shipment origin and dimension information needed for the routing guide to be usable is complicated depending on needs. 
    • You also need to include enhancements to the wave template to support the suggested carrier management functionality.

  • Q: Can I override the suggested carrier/service if I do not want to use it?
  • A: Yes! Clients can still use the base functionality to assign a carrier and/or service to the order if they do not want the use the suggestions returned by the routing guide.


D365 F&SCM Setup


 System Administration

System Administration

System administration > Setup > License configuration 

Select the Global Order Promising Order Routing license configuration key.

If this option is not selected, please contact your Accenture support representative.


 Global Order Promising Parameters

Global Order Promising Parameters

Global order promising > Setup > Global order promising parameters

General Settings

Supply Chain Cloud connection

Connect your Routing Guides in Supply Chain Cloud to D365 F&SCM.

Enter the API link and API key, and turn on the Create SCC request log toggle.

Order Routing

Palletization

Configure your pallet size.

Important

If you have different pallet sizes per customer you can configure them at the customer level

This will override the Global Order Promising Parameters settings.

You can also allow mixed SKU pallets on transfer orders.


Number Sequences

Ensure there is a number sequence set up for Order routing ID.


 Reservation Template

Reservation Template

Global order promising > Setup > Reservation template

Turn on the Enable order routing consolidation toggle to consolidate order lines to an order routing ID.

Note

To consolidate shipments based on this ID, configure Shipment consolidation policies as shown below.


 Shipment Consolidation Policies

Shipment Consolidation Policies

Warehouse management > Setup > Release to warehouse > Shipment consolidation policies

On the Consolidation fields FastTab, select the Order routing option to consolidate shipments using the Order routing ID assigned at reservation.

Consolidation occurs during release to warehouse.

Base D365 shipment consolidation allows you to select other fields to consolidate on, as well.

 Warehouses

Warehouses

Warehouse management > Setup > Warehouse > Warehouses

Turn on the Consolidate shipments at order routing toggle on the Global order promising FastTab.

 Wave Template

Wave Template

Warehouse management > Setup > Waves > Wave templates

On the Global order promising FastTab, turn on the Use suggested carrier toggle to automatically populate the carrier and/or carrier service with suggested values from Supply Chain Cloud.

These suggested carriers, configured through the Manage Routing Guide Details functionality in Supply Chain Cloud, then populate the Channel Demand form.

Turn on the Override existing carrier toggle if the suggested carrier should override a carrier that has been set in D365 F&SCM. 


Supply Chain Cloud Setup


 Routing Guides

Routing Guides 

Create routing guides to define preferred strategies for routing shipments.

These rules streamline the packaging, labeling, and transporting processes between the shipper, vendors, and carriers.

For example, you can set a rule that anytime something ships from Indianapolis, FedEx is auto-populated as the carrier.

This is also where you can configure the system to suggest a carrier group to rate shop from for Advanced Order Routing.

Note

When using a suggested carrier, the system only checks pallet and weight configurations.




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