Transport + Deliver Operation Parameters

Logistics Execution > Setup > Operation Parameters

The Transport + Deliver Operation Parameters form controls several operation-specific settings to further customize and control how an individual operation functions.

General Tab

The General tab includes the basic setup for activities, assets, logistics orders, yard management, activity scheduling, pairing, and tags.

Activities

FIELD	DESCRIPTION
Default Activity Template	Select the activity template to be automatically selected when new activity is created.
Default Phantom Activity Template	Select the phantom activity template to be automatically selected when a new phantom activity is created.
Allow Sequence Merging	Turn on this toggle to enable sequence merging for all activity lines in the operation. Important Make sure this toggle is enabled for all existing operations in which you want to continue merging activity lines.
Allow Manual Activity Line Entry	Turn on this toggle to create activity lines when logistics orders are paired. This option enables you to enter activity lines manually as well.
Worker Pay Enabled	Turn on this toggle to use worker pay for the operation.
State Distanced Disabled	Turn on this toggle to disable the State Distances feature.
Hours of Service Disabled	Turn on this toggle to disable the Hours of Service feature.
Activity Group Mode	Select the activity grouping mode: Off Manual Origin
Maximum Visible Resources	Enter a number to limit the number of visible resources. This is only enabled when cross operation has been selected.
Visible Resource Distance	Enter a value to limit the distance of visible resources. This is only enabled when cross operation has been selected.
Activity Capacity Visualization	Select Volume or Weight to determine how the capacity for an activity will be visualized.

Assets

FIELD	DESCRIPTION
Default Home Facility	Select the facility to be automatically selected for assets.
Country/region	Select the default location to associate with assets.
Nearby Asset Distance	Enter the default distance radius for assets to be listed as "Nearby" when using the Nearby Assets form.

Logistics Orders

FIELD	DESCRIPTION
Default Logistics Types
Default Logistics Order Logistics Type	The logistics type that is automatically selected when a logistics order is created. Note The drop-down options are populated by the logistics order types set up under the operation.
Default Logistics Line Logistics Type	The logistics type that is automatically selected when a logistics line is created. Note The drop-down options are populated by the logistics order types set up under the operation.
Default Handling Unit Object Type	The object type that is automatically selected when a handling unit is created. Note The drop-down options are populated by the logistics order types set up under the operation.
Auto-Populate Addresses On Shipment Logistics Lines	Turn on this toggle to auto-populate logistics line addresses when a logistics order is created with the Shipment order type.
Open Logistics Order On Create	Turn on this toggle to automatically open the Logistics Order Detail form after a logistics order is created.
Create Logistics Order Lines On Create	Turn on this toggle to automatically adds logistics order lines when a logistics order is created.
Create Activity On Logistics Order Create	Turn on this toggle to automatically create corresponding activity for the logistics order.
Allow handling unit order transfers?	Turn on this toggle to allow handling units to be transferred between logistics orders.
Auto Update Status	Turn on this toggle to auto-update the logistics order line status to Shipped or Received when all associated handling unit statuses are Shipped or Received. This updates the logistics order status the same way based on associated logistics order lines.
Split Shipment Statuses
Logistics Order Split Shipment Status	Select the status to use when a logistics order is created from a split shipment. See Activity to Load for more information on split shipments.
Logistics Line Split Shipment Status	Select the status to use when a logistics line is created from a split shipment. See Activity to Load for more information on split shipments.

Yard Management

FIELD	DESCRIPTION
Advanced Yard Management	Turn on this toggle to enable specific features to manage the yard.
Capture adjustment action history	Turn on this toggle to enable the Adjustment Action configuration.
Adjustment Action	Select an action to use when adjusting inventory into the warehouse while using Advanced Yard Management. Note This field is only enabled if the Capture adjustment action history toggle is turned on.
Capture movement action history	Turn on this toggle to enable the Movement Action configuration.
Movement Action	Select an action to use when moving inventory within the warehouse while using Advanced Yard Management. Note This field is only enabled if the Capture movement action history toggle is turned on.
Handling Unit Reduced to Zero Status	Select a status that the handling unit should be set to if the quantity is reduced to zero during a cycle count.

Activity Scheduling

FIELD	DESCRIPTION
Start Time Window	The starting time of the scheduling grid on the Activity Scheduling form.
End Time Window	The ending time of the scheduling grid on the Activity Scheduling form.
Enable Refresh?	Turn on this toggle to enable refreshing of the Activity Scheduling form.
Refresh Rate(s)	The time in seconds between refreshes of the Activity Scheduling form. This parameter is only enabled if the Enable Refresh? toggle is turn on.

Pairing

FIELD	DESCRIPTION
Pair All	Turn on this toggle to enables the Pair All functionality for logistics orders.
Pair Single	Turn on this toggle to enable both the Pair Origin and Pair Destination options for logistics orders.
Add to Activity	Turn on this toggle to enable the Add to Activity functionality for logistics orders.
Cross Operation Profile	Select a profile for cross-operation workers. This is used to determine cross-paired worker action permissions.
Cross Operation Distance Limit	Enter a distance to limit the resources displayed for a cross-operational pair to those that fit within the set value. If this parameter is set to 0, all operations will be considered for cross-operational pairing regardless of distance. Note The calculation is based off the distance between the last known current address of the activity being paired to and the current location of any resource that could be paired to it. The distance calculation is then compared to the limit set here. If it exceeds the limit, that resource is not displayed. Important In order for this operation parameter to work as expected: a map key must be set up postal addresses must have latitude and longitude coordinates

Schedule Tab

The Schedule tab offers several defaults and controls regarding scheduling.

Schedule

FIELD	DESCRIPTION
Default Worker	The default worker for a scheduled activity.
Default Activity Complete Status	The status the activity is set to upon completion if not specified.
Default Complete Status Logistics Line	The status the logistics order line is set to upon completion if not specified.
Default Complete Status Logistics Order	The status the logistics order is set to upon completion if not specified.
Default Complete Status Handling Unit	The status the handling unit is set to upon completion if not specified.
Default Complete in Process Predecessors	Turn on this toggle to complete in process activities or logistics orders created by the schedule that were in process.
Default Purge Unused Predecessors	Turn on this toggle to delete any activities or logistics orders that were not used by the schedule.
Default Auto Start	Turn on this toggle to auto-start the activity as soon as it is generated.
Scheduling Conflict Window	Enter the window of time, in days, to predict scheduling conflicts among activities.

External Device Tab

These settings are used to adapt GPS settings on the worker's device.

External Device

FIELD	DESCRIPTION
Auto-Insert GPS Record	Turn on this toggle to automatically insert GPS records when actions are executed and an external GPS message is not found.
Log On & Off Create Actions	Turn on this toggle to enable driver log on and log off events to trigger start and end actions.
Create Activity Lines from Actions	Turn on this toggle to create an activity line if an arrive action does not match an address already in the activity.
Maximum Distance	The maximum distance allowed when finding locations from coordinates.

Alerts Tab

Use alerts to inform users when specified events occur.

You can add event types can to the Business Alerts Sub Type and position them to help track behind-the-scenes procedures.

Alerts

FIELD	DESCRIPTION
Business Alert Sub Type	Select alerts to be shown based on user behavior types.

Return Orders Tab

The Return Orders tab allows you to plan a return order to a logistics order.

Return Orders

FIELD	DESCRIPTION
Logistics order from RMA Enabled	Turn on this toggle to enable the ability to plan a return order to a logistics order.
Default RMA logistics order logistics type	The default logistics order logistics type for return orders.
Default RMA logistics line logistics type	The default logistics line logistics type for return orders.
Default RMA handling unit object type	The default handling unit logistics type for return orders.
Default RMA logistics order status	The default status for logistics orders created from return orders.
Default RMA logistics line status	The default status for logistics lines created from return orders.

Purchase Orders Tab

The Purchase Orders tab allows you to plan a purchase order to a logistics order.

Purchase Orders

FIELD	DESCRIPTION
LO from purchase order enabled	Turn on this toggle to enable the ability to plan a purchase order to a logistics order.
Default PO logistics order logistics type	The default logistics order logistics type for purchase orders.
Default PO logistics line logistics type	The default logistics line logistics type for purchase orders.
Default PO handling unit logistics type	The default handling unit logistics type for purchase orders.
Default PO logistics order status	The default status for logistics orders created from purchase orders.
Default PO logistics line status	The default status for logistics lines created from purchase orders.

Pre-Planned Sales Orders Tab

The Pre-Planned Sales Orders tab allows you to pre-plan a sales order.

See Pre-Plan Sales Order for more information.

Pre-Planned Sales Orders

FIELD	DESCRIPTION
Sales Order Pre-Planning Enabled	Turn on this toggle to enable the ability to pre-plan sales orders.
Default Pre-Plan SO Logistics Order Logistics Type	The default logistics order logistics type for pre-planned sales orders.
Default Pre-Plan SO Logistics Order Status	The default logistics order status for pre-planned sales orders.
Default Pre-Plan SO Logistics Line Logistics Type	The default logistics line logistics type for pre-planned sales orders.
Default Pre-Plan SO Logistics Line Status	The default status for logistics lines created from pre-planned sales orders.
Default Pre-Plan SO Handling Unit Logistics Type	The default handling unit logistics type for pre-planned sales orders.
Default Pre-Plan SO Handling Unit Status	The default status for handling units created from pre-planned sales orders.

Number Sequences Tab

The Number Sequences tab allows you to define which number sequence codes to use for different data types in Transport + Deliver.

This setup helps create unique identifiers for various fields in Transport + Deliver, such as Logistics Order ID and Activity ID.

Number Sequences

Price Management Tab

The Print Management tab displays print maintenance for the operation.

Price Management

Select the link to brings up a hierarchical view of documentation organization.

FIELD	DESCRIPTION
Tag Applied Logistics Order Status	The status the logistics order should be changed to when the tag is applied.
Tag Applied Handling Unit Status	The status the handling unit should be changed to when the tag is applied.
Tag Applied Inventory Status	The status the handling unit inventory should be changed to when the tag is applied.