TA V25 Online Help

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IBM ILOG Transportation Analyst V2.5IBM ILOG Transportation Analyst V2.5 Online Help

Copyright IBM Corp. 1987, 2009US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.


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Copyright

Copyright notice Copyright IBM Corp. 1987, 2009

US Government Users Restricted Rights - Use, duplication or disclosure restricted byGSA ADP Schedule Contract with IBM Corp.

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Other company, product, or service names may be trademarks or service marks of others.
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Table of contents

Getting assistance.....................................................................................................7Contacting IBM support..............................................................................................................8

Welcome to IBM ILOG Transportation Analyst......................................................11Overview....................................................................................................................................12

What's new in this version........................................................................................................14

System requirements................................................................................................................15

Getting started..........................................................................................................17Step by step instructions..........................................................................................................18

Interface guide..........................................................................................................19Start page...................................................................................................................................20

Menu items.................................................................................................................................21File menu......................................................................................................................................................22Visualization menu.......................................................................................................................................23Data menu....................................................................................................................................................25Optimize menu.............................................................................................................................................26Solutions menu.............................................................................................................................................27Help menu....................................................................................................................................................28

Data forms..................................................................................................................................29Reports.......................................................................................................................................31

Copyright IBM Corp. 1987, 2009 3

C O N T E N T S


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Shortcut keys.............................................................................................................................32

How to topics............................................................................................................35

Create a baseline model...........................................................................................................37Model carbon emissions..........................................................................................................38

Copy a scenario.........................................................................................................................39

Enter fixed carrier information.................................................................................................40

Enter zone to zone carrier information....................................................................................41

Enter zone lookup carrier information....................................................................................42

Enter LTL carrier information...................................................................................................43

Compare solutions....................................................................................................................44

Display solutions.......................................................................................................................45

Edit solutions.............................................................................................................................46

Input distance information.......................................................................................................47

Create zone definitions.............................................................................................................49

Export data.................................................................................................................................50

Edit data.....................................................................................................................................51

Filter data...................................................................................................................................52

Geocode sites............................................................................................................................53

Import data.................................................................................................................................54

Open a project...........................................................................................................................55

Create a new project.................................................................................................................56

Print solutions...........................................................................................................................57

Run optimizer............................................................................................................................58

Edit in Excel guidelines............................................................................................................59

Use attributes.............................................................................................................................60

Customize the map...................................................................................................................61Advanced topics.......................................................................................................63

Optimization parameters..........................................................................................................64

Using RateWare to model LTL carriers....................................................................................68

Using PC*Miler for distance calculations................................................................................70

Using PC*Miler for geocoding..................................................................................................72

Troubleshooting.......................................................................................................75

I B M I L O G T R A N S P O R T A T I O N A N A L Y S T V 2 . 5O N L I N E H E L P

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RateWare Error Codes and Messages.....................................................................................76

What to do if your model is infeasible or you only get a partial solution............................86

What to do if the solver cannot find a solution when using Shipment VehicleAssignments..............................................................................................................................87

What to do if you receive a SQL Server error message when starting the application......88

What to do if the navigation panel is not usable....................................................................89

Forms........................................................................................................................90

Glossary....................................................................................................................93


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Getting assistance

Explains how you can get assistance through technical support.In this section

Contacting IBM supportContains information on how to obtain technical support from IBM worldwide, should youencounter any problems in using IBM products.



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Contacting IBM support

IBM software support handbookThis guide contains important information on the procedures and practices followed in theservice and support of your IBM products. It does not replace the contractual terms andconditions under which you acquired speci c IBM Products or Services. Please review itcarefully. You may want to bookmark the site so you can refer back as required to the latestinformation. The "IBM Software Support Handbook" can be found on the web at http:// www14.software.ibm.com/webapp/set2/sas/f/handbook/home.html .

Accessing software supportWhen calling or submitting a problem to IBM Software Support about a particular servicerequest, please have the following information ready:

IBM Customer Number

The machine type/model/serial number (for Subscription and Support calls)

Company name Contact name

Preferred means of contact (voice or email)

Telephone number where you can be reached if request is voice

Related product and version information

Related operating system and database information

Detailed description of the issue

Severity of the issue in relationship to the impact of it affecting your business needs

Contact by WebOpen service requests is a tool to help clients nd the right place to open any problem,hardware or software, in any country where IBM does business. This is the starting place

when it is not evident where to go to open a service request.Service Request (SR) tool offers Passport Advantage clients for distributed platforms onlineproblem management to open, edit and track open and closed PMRs by customer number.Timesaving options: create new PMRs with pre lled demographic elds; describe problems yourself and choose severity; submit PMRs directly to correct support queue; attachtroubleshooting les directly to PMR; receive alerts when IBM updates PMR; view reportson open and closed PMRs. You can nd information about assistance for SR at http:// www.ibm.com/software/support/help-contactus.html

System Service Request (SSR) tool is similar to Electronic Service request in providingonline problem management capability for clients with support offerings in place on System


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i, System p, System z, TotalStorage products, Linux, Windows, Dynix/PTX, Retail, OS/2,Isogon, Candle on OS/390 and Consul z/OS legacy products.

IBMLink SoftwareXcel support contracts offer clients on the System z platform the IBMLink

online problem management tool to open problem records and ask usage questions onSystem z software products. You can open, track, update, and close a defect or problemrecord; order corrective/preventive/toleration maintenance; search for known problems ortechnical support information; track applicable problem reports; receive alerts on highimpact problems and xes in error; and view planning information for new releases andpreventive maintenance.

Contact by phone

If you have an active service contract maintenance agreement with IBM, or are covered byProgram Services, you may contact customer support teams by telephone. For individualcountries, please visit the Technical Support section of the IBM directory of worldwidecontacts .


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Welcome to IBM ILOG Transportation Analyst

Introduces Transportation Analyst.

In this section

OverviewProvides an overview of Transportation Analyst.

What's new in this versionDescribes the new features in this version of Transportation Analyst.

System requirementsLists the hardware and software requirements.



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Overview

IBM ILOG Transportation Analyst is a powerful and easy to use strategic route analysisand planning solution. Solutions from the model can be viewed using maps and Gantt charts.Solutions can be easily compared and exported to tables and graphs for presentations andfurther analysis.

Transportation Analyst leverages advanced optimization technology, which has beensuccessfully used to analyze the worlds most complex routing, planning and scheduling,and supply chain decisions.

Transportation Analyst is also easy-to-use. This allows you to complete projects faster, spend your time focusing on the business issues, and realize a faster return on investment (ROI).

Typical questions addressed by Transportation Analyst:

For a given set of shipments, what are the best routes? (This information can be used toset budgets and to analyze business rules around service priorities.)

What should the eet size be?

What are the impact of backhauls?

How should routes be structured?

What is the carbon footprint of the transportation?

Transportation Analyst ease-of-use features:

easy to import data from Microsoft Excel and Microsoft Access using Wizards

easy to edit live data using Excel

easy to get results out to Excel and Access

clean layout and data forms

scenario management and solution comparison

Transportation Analyst shipment features:

shipments to customers

shipments between customers

backhauls time windows

availability calendars

ability to skip a shipment or put in a delivery default cost

different units of measure (weight, cube, pallets)

service times

Transportation Analyst eet features:


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multiple carriers with xed and variable cost by distance and time

rest calendars

ability to assign different carriers to different locations

maximum quantity of stops

maximum time and maximum distance constraints

ability to assign different product types to different carriers (temperature class, hazardous,etc.)


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What's new in this version

The following is a summary of features that are new to Transportation Analyst in this version: Solution Editing After Transportation Analyst nds a solution, the user can click on

the Solution Editing button to manually make changes, such as changing the order of pickup/delivery, moving shipments to a different vehicle, or adding a new vehicle.

Map Upgrade The user can now customize the symbols and colors of the objects onthe map through a convenient panel on the left side of the window. In addition, users canimport their own SVG les to use as map symbols for further customization.

Import All The user can now use the Import All feature to import an entireTransportation Analyst model in one step. The le being imported must follow exactlythe table and eld names of Transportation Analyst, although it is not required that alltables or elds are populated.

Zone Lookup Carrier The new Zone Lookup Carrier allows the user to de ne a ratematrix that varies by zone to zone and capacity break (e.g. weight).

Zone Transition Cost The Zone Transition Cost allows you to create a xed chargethat will be assessed when a vehicle travels from one zone to another. One possible use

for this feature would be to include toll charges as vehicles travel. After creating TransitionCost matrices, they can be assigned to various carriers.

Automatic Shipment Consolidation/Deconsolidation Within the OptimizationParameters the user can choose to activate automatic shipmentconsolidation/deconsolidation settings. The user can specify the windows for considerationas well as maximum shipment size and whether shipments should be split equally. Thisfunctionality will enable ease of data entry of shipments, as well as easy what-if scenariosfor changing pickup/delivery windows.

LTL Carriers consolidate shipments In previous versions of Transportation Analyst,if a shipment was eligible to use an LTL carrier, it would be rated only as a single shipment.In Transportation Analyst V2.5, the optimization can consider combining several shipmentsinto a larger LTL shipment to get a better rate.

Earliness/Lateness Costs Costs can now be added for delivering to a site earlier orlater than the desired delivery window.

Decomposition For large models where there is a logical way (e.g. time or location)to break the model into smaller components, Transportation Analyst V2.5 offersdecomposition capability. The user will classify shipments into Decomposition Groupsand then choose to Use Decomposition in the Optimization Parameters .

Additional Rest Periods There is now the ability to model a primary and secondaryrest requirement. For example, there may be daily requirements as well as a weeklyrequirement that must both be followed.

Site Resources Resource constraints at both the warehouse and customer locationswill limit the number of simultaneous loads or unloads at a location. This can help modeldock doors or labor restrictions.

Fleet Groups Fleets can now be classi ed into Fleet Groups and then a restrictioncan be made on the total number of vehicles in that group.


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System requirements

512 MB of RAM 3 GB RAM recommended

Pentium 1.5 GHz processor

Dual Processor is recommended

More processors will allow concurrent batch optimization runs

64-bit processors are supported for larger model optimization runs

5 GB of hard drive space

100 GB of free space recommended

Application requires 1.5 GB of hard drive space

Each scenario of a project uses approximately 70-500 MB

Operating System

Microsoft Windows XP Professional SP2 minimum

Microsoft Windows 2003 Server, Vista, and Microsoft 2008 Server and Microsoft 64-bitOperating Systems are supported

Microsoft .NET Framework 3.5 SP1 and SQL Server Express 2008 are installed by theapplication

Transportation Analyst runs on an individual PC or via Terminal Services


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Step by step instructions

The following steps should be followed each time you build a model in Transportation Analyst. These steps explain how to manually build each item. You can also use thedata import features for more ef cient model construction. See Import data

1. Start a new project and set preferences.

a. See Create a new project .

b. See Scenario Preferences .

2. Set up zone de nitions. See Create zone de nitions .

3. Create warehouse information. See Warehouses .

4. Create customer information.

a. See Customers .

b. Set up customer availability calendars and time windows. See Availability Calendars and Availability Calendar Windows .

5. Geocode all sites. See Geocode sites .

6. Create shipment information.

a. See Forward Shipments , Reverse Shipments , and Cross Shipments .

b. See Shipment Attributes and Attributes .

7. Create transportation data.

a. Build the carriers. See Fixed Carriers , Zone To Zone Carrier , and LTL Carrier .

b. See Carrier Attributes and Attributes .

c. Create vehicle rest requirements. See Vehicle Rest Requirements .

d. Create eet information. See Fleets .

e. Set up zones serviced information. See Fleet Zones Serviced .

f. Set up distance information. See Distance Factors and Distance Matrix .

g. Add carbon emissions data. See Carbon Emissions .

8. Run the model and analyze results. See Run optimizer .

You can view the solution as a map or a Gantt chart.


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Interface guide

Provides details about the interface, menu items, data forms, reports, shortcut keys, and soon.

In this section

Start pageDescribes what you can do on the start page.

Menu itemsLists all the menu items in Transportation Analyst.

Data formsLists the data forms available in Transportation Analyst.

ReportsLists the reports available in Transportation Analyst.

Shortcut keysLists all the shortcut keys available in Transportation Analyst.



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Start page

The start page lists recently worked projects with their full paths. When a project is deleted you will see a prompt asking if you want to remove it from the list as well. You can createa new project or open an existing project from the start page.


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Menu items

Lists all the menu items in Transportation Analyst.

In this section

File menuLists the items on the File menu.

Visualization menuLists the items on the Visualization menu.

Data menuList the items on the Data menu.

Optimize menuLists the items on the Optimize menu.

Solutions menuLists the items on the Solutions menu.

Help menuLists the items on the Help menu.


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File menu

Click the File menu to open a new project, open an existing project, close a project, save aproject, revert to a saved project, or exit Transportation Analyst.

New Project creates a new project.

Open Project opens an existing project.

Close Project closes the currently open project.

New Scenario creates a new scenario.

Import Scenario allows you to import a scenario from another Transportation Analystproject.Export Scenario allows you to export a scenario to a new Transportation Analyst project.

Save Project saves all data in the currently open project.

Save Project As saves all data in the currently open project as a separate project. You mustselect a new folder and project name.

Revert to Saved disregards all recent changes to the project and reverts back to thepreviously saved project le.

Recent Projects contains a list of recent projects. Click on a project to open it.

Exit exits Transportation Analyst.


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Visualization menu

Click the Visualization menu to lter, print, zoom, and perform other functions in the Map View , Vehicle Schedule , and Site Schedule .

Filter opens the Visualization Filter dialog box. This allows you to view only selected sites,eets, or vehicles. Click OK to lter the views. Click Clear to remove the lter. Click Cancel

to close the dialog box without applying a lter to the views.

View Map Click once to check or uncheck the item. Checked items are visible, uncheckeditems are hidden.

View Schedule Click once to check or uncheck the item. Checked items are visible,

unchecked items are hidden.Schedule > Show Vehicle Schedule Click once to check or uncheck the item. Checkeditems are visible, unchecked items are hidden.

Schedule > Show Site Schedule Click once to check or uncheck the item. Checked itemsare visible, unchecked items are hidden.

Schedule > Copy Schedule to Clipboard copies the schedule to the clipboard. Then youcan open a le or create a new le in another application such as Microsoft Access (opena form), Microsoft PowerPoint, Microsoft Excel, or Microsoft Word. Click the mouse cursor

where you want to insert the schedule and click Edit > Paste in that application. Theschedule will be inserted as a bitmap. Once it is inserted into another application, you canresize the schedule by dragging the corners while holding down the shift key. Resizing theschedule by dragging the sides will distort the image.

Schedule > Print allows you to print the schedule.

Schedule > Print Preview allows you to preview how the printed schedule will appear.

Schedule > Page Setup allows you to add headers and footers, manage sheets, and controlpaper size, orientation, margins, and page order.

Schedule > Zoom Fit returns the zoom factor to the default setting.

Schedule > Zoom In allows you to zoom in on a particular region of the schedule so that you can see more detail.

Schedule > Zoom Out allows you to zoom out so that you can see a larger region of theschedule.

Map > Copy Map to Clipboard copies the map to the clipboard. Then you can open a leor create a new le in another application such as Access (open a form), PowerPoint, Excel,or Word. Click the mouse cursor where you want to insert the map and click Edit > Pastein that application. The map will be inserted as a bitmap. Once it is inserted into anotherapplication, you can resize the map by dragging the corners while holding down the shiftkey. Resizing the map by dragging the sides will distort the image.

Map > Print allows you to print the map.

Map > Page Setup allows you to add headers and footers, manage sheets, and controlpaper size, orientation, margins, and page order.

Map > Restore View Bounds returns the zoom factor to the default setting.

Map > Zoom In allows you to zoom in on a particular region of the map so that you cansee more detail.


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Map > Zoom Out allows you to zoom out so that you can see a larger region of the map.

Map > Pan allows you to click and drag the map in different directions so that differentareas will be visible in the viewing window.

Map > Default Interactor allows you to drag the cursor to pan, click to activate, pressCTRL to zoom in, and press CTRL + SHIFT to zoom out.

Map > Map Con guration opens the Map Con guration dialog box in the Map View .It allows you to select which regions and features to show on the map.

Map > Show Solution Click once to check or uncheck the item. Checked items are visible,unchecked items are hidden.

Map > Restore Default Settings reverts to the original shown as part of the solution.

Map > Manage SVG Symbols opens the SVG Management dialog box. From here, youcan import an SVG le to use as map symbols for further customization. You can also deletean SVG symbol from this dialog box.

Map > Auto Link Refresh . Click once to check or uncheck the item. If this item is checked,all links between symbols will be automatically refreshed to show any changes.


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Optimize menu

The Optimize menu allows you to set up and run the optimizer.Parameters opens the Optimization Parameters dialog box. See Optimization parameters .

Run runs the optimizer.

Batch Run gives you the option to run the optimizer for one or more scenarios. You canalso choose to run the scenarios in parallel.


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Solutions menu

The Solutions menu allows you to examine the results of an optimization run. You can viewthe various solution Reports , compare solutions, view logs, or do a batch export.

Solution Comparison allows you to Compare solutions .

Logs > Pre-Processing Log opens the log in a text editor.

Logs > Solver Log opens the log in a text editor.

Logs > Post-Processing Log opens the log in a text editor.

Pre-Processed Shipments shows all the shipments which will be sent to the solver. If you

are using the Consolidate/Deconsolidate Shipments feature, the data in this table couldbe different than the data on the Shipment input forms. After the shipments have beenconsolidated or deconsolidated, there could be more or less of them, and they could havedifferent weights, costs, or service times. This report gives you a way to see the results of the consolidation/deconsolidation.

Batch Export opens the Batch Export dialog box. You can choose which data input tablesand solution report tables to export. You can also choose to export from one or multiplescenarios. You can export to either Microsoft Excel or Microsoft Access.


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Help menu

The Help menu contains the following items:Documentation opens the online help.

Options opens the Options dialog box where you can choose the Edit in Excel le format you would like to use.

Restore Application Settings will restore all the application preferences to default values.See What to do if the navigation panel is not usable .

If you restore the application settings to the default values, this cannot be reversed.Warning :

About provides information about your copy of Transportation Analyst.


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Data forms

Available data forms include: Availability Calendars

Availability Calendar Windows

Warehouses

Customers

Hubs

Transition Cost Matrices

Transition Costs

Override Transit Matrices

Override Transit Matrix Data

Distance Matrix

Forward Shipments

Reverse Shipments

Cross Shipments

Fixed Carriers

Zone To Zone Carrier

Primary Zone to Zone Cost

Secondary Zone to Zone Cost

LTL Carrier

LTL Carrier Zones Serviced

Shipment LTL Carrier Assignments

Zone Lookup Carrier

Carrier Drop-off Charges

Scheduled Rest Calendars

Scheduled Rest

Vehicle Rest Requirements

Fleet Groups

Fleets

Shipment Hubs

Shipment Vehicle Assignments

Scenario Preferences

Distance Factors


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Fleet Zones Serviced

Carbon Emissions By Distance

Carbon Emissions By Freight

Attributes

Carrier Attributes

Shipment Attributes

Incompatible Attributes

Zone De nitions

Zones


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Reports

To view reports:1. Right-click on a solution in the Scenario Manager and select Set as Active .

2. Select the report you want to view from the Solutions menu.

Available reports include:

Solution Summary Report

Baseline Solution Summary Report

Fleets ReportLoad Events

Shipment Report

Shipment Travel Events Report

Shipment Lifetime Report

Hub Report

LTL Carrier Report

Unload Events

Vehicle Report

Vehicle Travel Events Report

Vehicle Lifetime Report

Rest and Idle Events Report


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Shortcut keys

The following is a list of keystrokes in Transportation Analyst that provide shortcuts to various menu commands.

FunctionKeys

Open the Carriers formCTRL + A

Copy the selected text onto the ClipboardCTRL + C

Open the Data menuALT + D

Open the File menuALT + F

Open the Fleets formCTRL + F

Open the Filter formCTRL + SHIFT + F

Open the Help menuALT + H

Open the Hubs formCTRL + H

Open the Shipments formCTRL + I

Open the Solution Summary reportCTRL + M

New ProjectCTRL + N

Open ProjectCTRL + O

Open the Optimize menuALT + O

Open the ParametersCTRL + P

Copy Map to ClipboardCTRL + SHIFT + M

Run the OptimizerCTRL + ROpen the Solutions menuALT + S

Save ProjectCTRL + S

Copy Schedule to ClipboardCTRL + SHIFT + S

Open the Customers formCTRL + U

Open the Visualization menuALT + V

Paste the contents of the Clipboard at the current locationCTRL + VOpen the Warehouses formCTRL + W

Cut the selected text and place it on the ClipboardCTRL + X

Open the online helpF1

Input and Report Forms

You can use the TAB key to jump to different form controls including the Navigationpane. Once your focus is within a control, you should be able to use an arrow key to


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navigate. For example, if your focus is on the New button on the toolbar, you should beable to use the right arrow key to move to Delete and then use the down arrow key toselect a delete option. Ctrl + TAB will get you out of the grid.

For Input Forms only, CTRL + G brings focus to the Navigation panel, then you caneither TAB through each link item or type in the rst letter of item text to move focus toa desired link item.


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How to topics

Common procedures.

In this section

Create a baseline modelDescribes how to create a baseline model in Transportation Analyst.

Model carbon emissionsDescribes how to model carbon emissions in Transportation Analyst.

Copy a scenarioDescribes how to copy a scenario.

Enter fixed carrier informationDescribes how to enter xed carrier information.

Enter zone to zone carrier informationDescribes how to enter zone to zone carrier information.

Enter zone lookup carrier informationDescribes how to enter zone lookup carrier information.

Enter LTL carrier informationDescribes how to enter LTL carrier information.

Compare solutionsDescribes how to compare solutions.



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Display solutionsDescribes how to display solutions.

Edit solutionsDescribes how to edit solutions.

Input distance informationDescribes how to input distance information in Transportation Analyst.

Create zone definitionsExplains how to create and edit zone de nitions.

Export dataDescribes how to export data from Transportation Analyst.

Edit dataDescribes how to edit data in Transportation Analyst.

Filter dataDescribes how to lter data.

Geocode sitesDescribes how to geocode sites.

Import dataDescribes how to import data.

Open a projectDescribes how to open a project.

Create a new projectDescribes how to create a new project.

Print solutionsDescribes how to print maps and vehicle and site schedules.

Run optimizerDescribes how to run the optimizer to create a solution.

Edit in Excel guidelinesProvides more detailed information on how to edit.

Use attributesDescribes how to use attributes in Transportation Analyst.

Customize the mapDescribes how to customize the map.


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Create a baseline model A baseline model is an approximation of your current real-world transportation situation. You can use this baseline model to make comparisons with other solutions as you try toimprove your transportation plan. Costs of various hypothetical solutions can be comparedto this baseline analysis.

In Transportation Analyst, you create a baseline model by assigning shipments to particular vehicles using the Shipment Assignments form. You can then choose to use these shipment vehicle assignments as a baseline in the Optimization Parameters form.

To create a baseline model:

1. Select Data > Shipments > Shipment Assignments .

2. Enter your historical data in the ShipmentVehicleAssignments tab or the ShipmentLTL Carrier Assignments tab.

3. Select Optimize > Optimization Parameters .

4. In the Shipment Vehicle Assignments drop-down list, select Use Shipment Vehicle Assignments As Baseline .

5. Click Run .

This will create a baseline solution. You can then do solution comparisons with this baselineas you try to improve your transportation plan.

For more information about running the optimizer using the data from the Shipment Assignments form, see Optimization parameters .


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Model carbon emissions You can model carbon emissions in your transportation plan using the Carbon Emissionsforms. You enter various factors used to calculate carbon emissions associated with eachcarrier.

Transportation Analyst optimizes the plan for the lowest total cost and then reports totalcarbon footprint to be used as an additional factor in decision making.

To model carbon emissions:

1. Select Data > Transportation > Carbon Emissions By Distance and/or CarbonEmissions By Freight .

2. In the Carbon Emissions By Distance form, enter the following data for each carrier:Distance Per Fuel , CO2 Per Fuel , and Responsibility Factor . In the CarbonEmissions By Freight form, enter the following data for each carrier: CO2 Per Freight , Weight Per Ton , and Responsibility Factor .

3. Select Optimize > Run to create a solution.

4. Selection Solutions > Summary Report .

The Total Carbon Emissions is listed in the Vehicles section of this report.

A vehicle's total carbon emissions are calculated as: ((distance_traveled / distance_per_fuel)* co2_per_fuel * responsibility_factor * .01 * .001) + ((travelDistance * travelWeight) / weightPerTon) * CO2PerFreight * responsibilityFactor * .01 *.001

The .01 is to convert the responsibility factor to a decimal, and the .001 is to convertkilograms to metric tons.

Note :

The responsibility factor is just the percentage of the vehicle's carbon emissions that willactually be reported. For example, if you set it to 50% and the vehicle emits 10 metric tons,only 5 metric tons will be reported on the vehicle and eet reports.


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Copy a scenarioTo copy a scenario:

1. Select the scenario you want to copy in the Scenario Manager .

2. In the Scenario Manager , right-click the scenario, and click Copy Scenario .

The copy will appear in the Scenario Manager . The copy will have the same name as thescenario that was copied except that its name will begin with Copy Of:


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Enter fixed carrier informationTo enter xed carrier information:

1. Click Data > Transportation > Carriers .

2. Select the Fixed Carriers tab on the Carriers form.

3. To create a new xed carrier, click the New button. The new xed carrier will appearin the list with a set of default values. You can edit these values in the form or inMicrosoft Excel.

4. When you are done editing the values, click the Close button.

The Carriers form contains information about the carriers that will be transporting yourshipments. This data must be added to the model before running the optimizer. To delete acarrier, select the carrier and click on the Delete button.


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Enter zone lookup carrier informationTo enter zone lookup carrier information:


2. Select the Zone Lookup tab on the Carriers form.

3. To create a new zone lookup carrier, click the New button. The Create a New Recorddialog box appears. The zone lookup carrier allows you to de ne a rate matrix that varies by zone to zone and capacity break (e.g. weight). You can name the carrier andselect a Cost Type , Measurement Type , and Zone De nition for the carrier.

4. When you are done editing the values, click the OK button.



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Enter LTL carrier informationTo enter LTL carrier information:


2. Select the LTL Carrier tab on the Carriers form.

3. To create a new LTL carrier, click the New button. The new LTL carrier will appearin the list with a set of default values. You can edit these values in the form or inMicrosoft Excel.

4. When you are done editing the values, click the Close button.


For more information about creating LTL carriers using RateWare, see Using RateWare tomodel LTL carriers .


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Compare solutionsTo compare solutions:

1. Click Solutions > Solution Comparison .

2. In the Solutions Comparison form, the solution in the active scenario will be shown.

If no solutions exist in the project, then this form will beempty.

Note :

3. Select the solutions you would like to compare with the active scenario's solution fromthe list on the right of the form.

The Solutions Comparison form provides a side-by-side comparison of data from thesummary report of each selected solution. Click the Excel button to export the solutioncomparison to Microsoft Excel. You can also compare solutions directly from the SolutionSummary Report form by clicking the Compare button.


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Di l l i


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Display solutionsTo display solutions:

1. Select a solution in the Scenario Manager using a left click.

2. If a scenario has a solution, it will appear as a le under the scenario folder. Be surethat the scenario folder has been expanded by clicking on the + next to the folder.

If a - is displayed and no solution is visible, then an optimized solutionhas not been saved.

Note :

3. Right-click on the solution and click Set as Active .

The complete solution will then be displayed as a map in the upper panel and as a Ganttchart in the lower panel.

If you do not see the map, click Visualization > Map . If you do not see the Gantt chart,click Visualization > View Schedule .

Note :


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Edit l ti


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Edit solutionsTo edit solutions:


2. Click the Solution Editing button in the Schedule .

3. Make manual changes, such as changing the order of pickup/delivery, moving shipmentsto a different vehicle, or adding a new vehicle. The solution will automatically updateif the change is possible. If the change is not possible, a message will explain why.

4. When you are nished manually editing the solution, click the Finish Editing buttonin the Schedule .

5. If you wish to save the changes you made, click Yes . If not, click No .


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Input distance information


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Input distance informationIn Transportation Analyst, ordinarily distances between warehouses and customers arecalculated using "as the crow ies" distances and an estimated road distance factor. However, you can also input more speci c distance data using the Distance Matrix form.

1. Click Data > Transportation > Distance Matrix to open the Distance Matrix form.

2. Click the Generate button to generate distance records. The Generate Site Pairsdialog box opens. Click Generate to populate the distance matrix with all site pairswithin a certain distance of each other.

3. The Distance Matrix will now be populated with a matrix of all site pairs. You canmanually enter Distance and Transit Time data for site pairs.

4. However, it is more likely you would use a Calculation Method to do this automatically.Choose a method and click Calculate . When you click the Calculate button, theDistance Calculation Options dialog box opens. Select Distances Only , TransitTimes Only , or Distance and Transit Times and click OK

5. Transportation Analyst will inform you when the calculation operation is completed.

Distance Matrix form

Click Data > Transportation > Distance Matrix to open the Distance Matrix form. Thisform can be used to input direct information about the distance between two sites or it canalso be used to calculate this distance.

Site 1 Type type of site 1 (warehouse, customer)

Site 1 ID ID of site 1

Site 1 Name name of site 1




Distance Distance (Miles, kms) between the two sites. If null, the straight line distancewill be used instead.

Transit Time Time (hours) to travel between the sites. If null, (distance / carrier speed)will be used instead.

Calculation Method The method used to ll in the distance and transit times whenCalculate is clicked.

Valid Whether the values have been calculated and are usable by the solver. To try tocalculate invalid records, click Calculate .

Override Transit Matrices and Override Transit Matrix Data forms

You can override the Transit Time values in the Distance Matrix form by using theOverride Transit Matrices and Override Transit Matrix Data forms. For example, you

may have several carriers and want to use different sets of transit times for each of them.


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Click Data > Transportation > Override Transit Matrices to open the Override TransitMatrices form. This form simply enables you to create an override matrix. There is only


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one eld, the Name of the override matrix.

Click Data > Transportation > Override Transit Matrix Data . The Override Transit

Matrix Data form allows you to populate the override matrix. You can use the Generateand Calculate buttons in the same way they are used in the Distance Matrix form.

Override Transit name of the override transit matrix







Transit Time Time (hours) to travel between the sites. If null, (distance / carrier speed)will be used instead.

Calculation Method The method used to ll in the distance and transit times whenCalculate is clicked.

Valid Whether the values have been calculated and are usable by the solver. To try tocalculate invalid records, click Calculate .

The Override Transit Matrix Data only allows you to create a matrix for Transit Time ,not for Distance values.

Note :


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Create zone definitions


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Create zone definitionsTo create zone de nitions:

1. Click Data > Zone De nitions .

2. In the Zone De nitions form, click New to add a new zone de nition. Name the zonede nition.

3. In the right-hand side of the Zone De nitions form, click New to add zones to thezone de nition.

After you create zones in a zone de nition, you can attach eets to a particular zone usingthe Fleet Zones Serviced form.


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Export data


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Export dataTo export data:

1. Click Data > Export and select the data form you wish to export.

The Export as dialog box opens.

2. Select the location where you want to save the exported le.

You can either select an existing Microsoft Excel or Microsoft Access le or createa new le.

3. In the Save as type eld, select either Access (*.mdb) or Excel (*.xls) .

If you export to an Excel file, choose an Excel file that does not containany charts or graphs. If you successfully export to an Access file, a new

Note :

table will be added to the file that contains the Transportation Analyst data.If you successfully export to an Excel file, a new page will be added at theend of the Excel file.

4. In the File name eld, use the default name of the form or enter a new name for thele.

5. Click Save .

After a successful export, you will be given the name of the worksheet, table, or le in whichthe data is located. A dialog box will ask you if you want to open the new le in Excel or Access. Click Yes or No .


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Edit data


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There are three main ways to edit data:

use Transportation Analyst forms

Editing data in this way requires you to make changes one at a time. Open the appropriateform and highlight the record that you wish to change. Enter the new data directly in theform. Some forms allow you to add and delete records.

use the Edit in Excel feature

Using the Edit in Excel feature allows you to make many changes at once. However, you cannot delete records or change ID values. Click on the Excel button on the formand then edit the information in the temporary Microsoft Excel le that is opened.When changes are completed, close Excel and save your changes. For more information,see Edit in Excel guidelines .

edit the original Excel or Microsoft Access le and then re-import the changed elds

If you need to add or edit many records, it may be most ef cient to modify your original Access or Excel le and then re-import your data. If the IDs on the appropriateTransportation Analyst form no longer match the IDs in the data to be imported, rstdelete the entries by using the Delete button. Then import the data again.


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Filter data


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To lter data:

1. Open the data form.

2. Click Filter > Edit Filter .

The Filter form opens. This form allows you to select and view only records that satisfya particular set of conditions. To specify a condition, rst select a eld name from therst drop down list. Next, specify the operator, such as = , Contains , Begins , andEnds . Finally, enter a value.

3. Click the Add button to add another condition, if desired. If you have more than onecondition, you can decide whether to lter records that satisfy Any of the conditionsor lter on records that satisfy All the conditions .

4. Click the OK button to apply all the speci ed conditions and to close the Filter form.

Only records where all of the speci ed conditions exist will be displayed in originalform.

Filters are not saved when the original form is closed.Therefore, all recordsare always displayed when a form is opened.

Note :

5. To remove all lters, click Filter > Clear Filter .


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Geocode sites


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To geocode sites:

1. Click Geocode on the Warehouses , Hubs , or Customers form.

2. Click Geocode > Geocode Properties to select a geocoding database.

The default geocoding database US 5 digit Zip 2006.mdb requires5-digit zip codes to geocode sites in the United States.

Note :

3. To geocode a selected record, click Geocode > Geocode . To geocode all lteredrecords, click Geocode > Geocode Filter . To geocode all records in a form, click Geocode > Geocode All .

Geocoding involves nding the latitude and longitude values necessary to geographicallymodel the location of your warehouses and customers.

For more information about using PC*Miler for geocoding, see Using PC*Miler for geocoding .


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Open a project


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To open a project:

1. Click File > Open Project .

2. Select the desired Project File (*.itap) le from the Open Existing Projectdialog box.

3. Click Open .

The project will open in Transportation Analyst.


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Create a new project


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To create a new project:

1. Click File > New Project .

2. The Save New Project As dialog box appears. Select a lename and a directory wherethe project data is to be stored.

DO NOT select a directory that already contains a TransportationAnalyst, Logic Chain, LogicNet, or LogicNet Plus project.

Warning :

It is not necessary to create a new project if you want to analyze a separatescenario with roughly the same data.

Note :

3. Click Save .

The new project will open in Transportation Analyst.


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Print solutions


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To print solutions:

1. Select the solution you want to print in the Scenario Manager .

2. To print the map, click Visualization > Map > Print .

3. To print the vehicle or site schedule, click Visualization > Schedule > Print .

The selected map or schedule will print on your default printer. You can also use PrintPreview and Page Setup to control your printing.


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Run optimizer


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To run the optimizer:

1. Click Optimize > Parameters and set the parameters.

2. Click Optimize > Run or click the Run button on the Optimization Parametersdialog box.

Depending on the size of the problem, the solver will take a variable amount of time toperform the optimization.

For more information, see Optimization parameters .


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Edit in Excel guidelines


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The Edit in Excel feature is activated by clicking on the Excel button on various data and

report forms. This feature brings up the Transportation Analyst data in Microsoft Excelfor easier editing.

When using the Edit in Excel feature, please follow these rules:

Do not edit the ID eld. You can change the ID's only through the appropriateTransportation Analyst form. (If you want to do lots of import/export operations, do notedit this eld at all).

Do not delete records . Warehouses and customers can be deleted only through theTransportation Analyst forms.

You will often want to deactivate a warehouse or customer rather than delete it,and this operation can be performed using Edit in Excel .

Note :

Do not delete any rows or columns or change the name of any column. The Editin Excel editor will import data based on the name of the column, so do not delete or

change the name of any column. Additional columns added by the user will be ignored.If you want to use formulas to total a column (creating a new row for the total), export your data to an Excel spreadsheet and save the Excel le separately. You can export yourdata through the menu by selecting Data > Export and the appropriate table.

The name elds provided are for commenting purposes only (except on warehouseand customer forms). It is OK to sort by these elds, but any name changes made willbe ignored. If you want to change the name of a warehouse or customer, then you canuse the appropriate Transportation Analyst form or the Edit in Excel editor.


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Use attributesA ib b d d l i i h


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Attributes can be used to model situations such as:

refrigerated shipments that require transport on refrigerated carriers

incompatible shipments that cannot be carried on the same vehicle

For example, if you want to model a situation where you have some shipments that requirerefrigerated transport but you have two carriers, one with refrigerated carrying capacityand one without, then you can use attributes to model this situation.

To use attributes:

1. Select Data > Attributes > De ne Attribute . Create a new attribute calledrefrigerated .

2. Select Data > Attributes > Carrier Attributes . For the carrier with refrigeratedcarrying capacity, assign the refrigerated attribute to this carrier.

3. Select Data > Attributes > Shipment Attributes . For the shipments requiringrefrigerated transport, assign the refrigerated attribute to the shipments.

When you run the optimizer, the engine behaves as follows:

vehicles in the refrigerated carrier can carry any shipment, refrigerated or not vehicles from the carrier without the refrigerated attribute can carry only shipments

without the refrigerated attribute

For more information, see Attributes , Carrier Attributes , Shipment Attributes , andIncompatible Attributes .


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Customize the mapTo customize the map:


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To customize the map:


2. In the Map Settings , click Customers , Skipped Customers , or Warehouses . Youcan choose different symbols to represent these locations. You can also change thecolor and size of the symbol.

3. You can change the color and width of the lines used to connect warehouses tocustomers or customers to customers on the map.

4. You can also change the background color for different countries and bodies of water.

The map will automatically update as you change the map settings. To revert to the originalmap, click Visualization > Map > Restore Default Settings .

You can import your own symbols. Click Visualization > Map > SVG Managementand specify a SVG file to import. You can also delete a SVG symbol from the SVGManagement dialog box.

Note :


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Advanced topics

Topics that only apply to advanced users or for speci c plug-ins and add-ons.

In this sectionOptimization parametersExplains how to set optimization parameters.

Using RateWare to model LTL carriersExplains how to use RateWare to model LTL carriers.

Using PC*Miler for distance calculationsExplains how to use PC*Miler for distance calculations.

Using PC*Miler for geocodingExplains how to use PC*Miler for geocoding.


Optimization parametersTo create a transportation solution from data input, the optimizer generates a rst solution


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p p p g

and then improves this solution using local search.In many transportation problems, good solutions must be computed very quickly. However,the computational complexity of routing in general makes it impractical to use completesearch methods to obtain optimal solutions except for very small problems. Therefore,Transportation Analyst uses a two-phase approach for solving transportation problems. Therst phase consists of generating a rst solution that satis es the problem. In phase two,the optimizer improves this rst solution using local search. You can control both phases of search using the optimization parameters.

Finding a rst solution

The rst phase of search is to create a rst solution. The optimization parameters allow youto choose among six varieties of the nearest addition heuristic as well as the automatic,savings, and insertion heuristics. To change the rst solution heuristic, choose one in theFirst Solution Heuristic drop-down list in the Optimization Parameters dialog box.

You can easily generate multiple scenarios, each using a different first solution heuristic.Click Generate Scenarios for First Solution Heuristics and select the first solution

Note :

heuristics for which copies of the original scenario will be created. Click Generate tocreate the new scenarios. You can also create solutions for these multiple scenariosusing the Batch Solver Run feature. Select Optimize > Batch Run . Select thescenarios that you want to optimize and click Run .You can choose how many scenariosto optimize in parallel.

The following rst solution heuristics are available:

Automatic The optimizer will try to use the best rst solution heuristic based on yourdata.

Insertion The insertion heuristic works by inserting each visit (in the order they werecreated) at the best possible place, in terms of cost.

The heuristic operates as follows:

1. Let all vehicles have empty routes.

2. Let L be the list of unassigned visits.

3. Take a visit v in L.

4. Insert v in a route at a feasible position where there will be the least increase in cost.If there is no feasible position, then the goal fails.

5. Remove v from L.

6. If L is not empty, go to step 3.

Nearest Addition The nearest addition heuristic builds routes by adding the visit closestto the end of the route rst.


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The basic nearest addition heuristic can be described as follows. For all vehicles:

1. Denote the vehicle to be considered by w .

2. Start with a partial route consisting of the departure from the depot.


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3. Find the visit v which is closest (that is, least costly to get to) to the end of the currentpartial route of w . If it is not possible to nd such a visit without violating constraints,close the current partial route w , choose another empty vehicle and go to step 2. If no empty vehicles exist, there is a failure to nd a rst solution.

4. Add v to the end of the partial route.

5. Go to step 3.

6. If all vehicles have been used, the remaining visits are constrained to be unperformed.If one of these visits must be performed, there is a failure to nd a rst solution.

Varieties of the nearest addition heuristic can be built using combinations of modes:Forward/Backward and Parallel/Serial . The modes operate as follows:

Forward/Backward This mode determines how the heuristic extends routes. Theforward mode extends the route forward from the rst visit. The backward modeextends the route backward from the last visit.

Parallel/Serial If the rst solution is in parallel mode, then many vehicles are openfor additions at the same time. The visit added will be the least costly to add measured

over all open vehicles. PairLIFOParallel/PairLIFOSerial These two varieties of the nearest addition heuristic

work best with shipments that must follow a LIFO (Last In, First Out) loading procedure.To understand how this heuristic works, imagine two threads of visits: at the left, pickupsare stacked last one at the right; at the right, deliveries are added last one at the left.The routes formed are of the type:

P_1P_2...P_n.D_n...D_2D_1

The PairLIFO heuristics can operate in parallel and serial modes. However, both PairLIFOheuristics are pickup-forward and delivery-backward, so there are no forward/backwardmode variants.

Savings The savings heuristic is also available to use during search. The savings heuristicis useful for nding solutions when the costs are complex and there is extra value inspending more time to nd a quality rst solution.

The savings of serving a and b in the same route, denoted savings (a, b) , is de ned assavings (a, b) = cost (a, Depot) + cost (Depot, b) - cost (a, b) . The savings heuristicgenerates a solution based on this equation.

It works like this:

1. Choose an arbitrary visit O (usually the depot), and for all pairs of visits (i, j) , computethe savings function: savings(i, j) = cost (i, O) + cost (O, j) - cost(i, j) .

2. Sort the arcs (i, j) according to savings(i, j) in descending order, and put them in alist L.

3. If all visits are scheduled, a rst solution is found.


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4. If there are unscheduled visits, choose an untried vehicle v from the plan. (If thereare no untried vehicles, the unscheduled visits are constrained to be unperformed.If one of these visits must be performed, no rst solution is found.)

5. Scan L to nd an arc that can be used to create an initial partial route for v. If no


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such legal arc can be found, go to step 4, otherwise remove the chosen arc from L.6. Scan L to nd an arc that can be added to the start or end of the route. If no such

arc can be found, go to step 3, otherwise remove the arc from L, and repeat step 6.

Shipment Vehicle Assignments

On the Optimization Parameters form, the Shipment Vehicle Assignments eld hasthree options. These options affect how the records on the Shipment Assignments formwill be used:

Use Shipment Vehicle Assignments Assignments will be obeyed when nding a solution.Shipments will either be skipped (if skipping is allowed) or be shipped by their assigned vehicle.

Ignore Shipment Vehicle Assignments Assignments will be ignored when nding asolution. Any capable vehicle can make any shipment.

Use Shipment Vehicle Assignments As Baseline The assignments will be used to nda baseline solution; then the assignments will be ignored while the solver tries to improvethe solution.

Consolidate/Deconsolidate Shipments

Within the Optimization Parameters the user can choose to activate automatic shipmentConsolidation/Deconsolidation Settings . The user can specify the windows forconsideration as well as maximum shipment size and whether shipments should be splitequally. This functionality will enable ease of data entry of shipments, as well as easy what-if scenarios for changing pickup/delivery windows.

Use Decomposition

For large models where there is a logical way (e.g. time or location) to break the model intosmaller components, Transportation Analyst offers decomposition capability. You can classifyshipments into Decomposition Groups and then choose to Use Decomposition in theOptimization Parameters .

Improving the rst solution

After the optimizer nds a rst solution, it uses neighborhoods in the solution improvementphase. The central idea of a neighborhood is to de ne a set of solution changes that representalternative moves that can be taken. The optimizer uses iterative improvement techniquesto modify the rst solution using these neighborhoods. The search is iterative in that it tries

a series of moves in order to decrease the cost of the solution found. The search continuesto take such moves until the neighborhood contains no legal cost-reducing moves. This pointis usually termed a local minimum. The word local is used to signify that this point is notguaranteed to be and, in fact, is not usually a global minimum. However, local searchis preferred for nding solutions to large transportation problems as quickly as possible.

The following parameters control the solution improvement phase:

The Time Limit parameter sets the time limit to a speci c number of seconds or toin nity. When the time limit is reached, the best solution found up to that point will bestored and used. The search time limit only applies to the solution improvement phaseand therefore has no effect on the time of the rst solution phase.


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The Max Improve Steps parameter is the maximum number of solution improvement,or local search, iterations. The default is in nity.

The Improve Step parameter is the minimal quantity by which the engine requires thecost to improve between two consecutive improvement steps. The default is 0.1.


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The Fixed Improvement parameter is a xed constant, which is used to stop theimprovement phase when the rst solution has been improved by this constant. Thedefault is in nity.

The Fixed Improvement Percentage parameter is a percentage, which is used to stopthe improvement phase when the rst solution has been improved by this percentage.The default is 100 per cent.

The Minimal Improvement Percentage and Maximum Moves without Improvement

parameters must be used together and are designed to stop the improvement phase if it"stalls". The improvement phase is stopped if the solution has not improved by thepercentage given by the Minimal Improvement Percentage , for a consecutive numberof moves given by Maximum Moves without Improvement . The default for the MinimalImprovement Percentage parameter is 0 per cent and the default for the MaximumMoves without Improvement parameter is in nity.

The Guided Local Search (GLS) option causes a solution "cleanup" step after the solutionis found. Using Guided Local Search may improve the solution, but can be verytime-consuming on some models. Increasing the number of Guided Local Search

Iterations increases the likelihood that the solution will be improved, but also increasesthe solver runtime.

Select the Write log check box to force the engine to write a log to a text file locatedin your project folder. This log file will be overwritten each time you solve unless youmake a copy.

Note :

Using advanced optimization settings could have adverse effects on the solutiongenerated and the solver runtime. Contact Customer Support before using theSwitch To Advanced settings feature.

Warning :


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Using RateWare to model LTL carriersRateWare enables CZAR Lite and other LTL rating tariffs provided by SMC3 to be used


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within the Transportation Analyst application. (CZAR is an acronym for Complete Zip Auditingand Rating.) RateWare is a rating engine produced by Southern Motor Carriers that isdistributed as both a stand-alone product and as a component of other applications. RateWareprovides a variety of sophisticated rating options, and the reader who wishes to use RateWareis encouraged to read the RateWare Product Manual.

In order to use RateWare Carriers, you must purchase this product from SouthernMotor Carriers.

Note :

Before applying RateWare Carriers to the optimization model, the user should verify thatRateWare has been installed and oriented properly by using the RateWare Setup form. Todo this:

1. Select Data > Transportation > Carriers .

2. Select the LTL Carrier tab on the Carriers form.

3. Click RateWare Setup .

The RateWare Setup form opens.

The RateWare Setup form is analogous to the Shipment Rating Screen of the RateWarestand-alone program.

The RateWare Setup form lets the user edit the RateWare Data Path , which is the directoryin which the user has installed the RateWare data modules. The default RateWare installationdirectory is c:\rateware . However, if the data modules are installed in a different directory,the user should edit the RateWare Data Path appropriately. RateWare requires that allthe data modules be installed in a single directory.

Testing the RateWare setup

To test your RateWare setup, add your data to the Testing Input section of the RateWareSetup form. Once this data has been properly entered, click the Rate button to rate theinformation, or provide an error message if the rating is unsuccessful. You can view theresults in the Testing Output section of the RateWare Setup form. Click the Reset buttonto test with new input.

The user is strongly encouraged to perform at least one successful rating from withinthe RateWare Setup form for each SCAC value he or she wishes to use in the model.

Note :

You can enter the following testing input data:

Standard Carrier Alpha Code (SCAC)

Origin Zip

Destination Zip


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Freight Class

Weight must contain a value between 1 and 150 pounds

Tariff Year optional, if no value is speci ed will use the most recent year available


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Discount (%) optional, if no value is speci ed will use 0% (no discount)

User-De ned Min

You can also choose to:

Apply RateWare Minimum Charges

Apply Discount to Minimum Charges

The solver applies a % Discount to each RateWare carrier. The default discount valueis 0%, which results in no discount. A discount value of 25% would reduce the RateWare

Note :

shipping cost to three-quar ters of its original value, and a discount of 75% would reducethe cost to one-quarter of its original value. A discount of 100% would result in a freecarrier, but this discount value is prohibited.

Sample Testing Input data

ExampleDescriptionField

LITEStandard Carrier Alpha CodeSCAC

974055-digit zip code (source)Origin Zip

974055-digit zip code (destination)Dest Zip

100Product ClassClass

50Shipment weight (pounds)Weight

For information about troubleshooting RateWare, see RateWare Error Codes and Messages

Note :


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Using PC*Miler for distance calculationsIn Transportation Analyst, ordinarily distances between plants, warehouse and customers

l l d h d d d d d f


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are calculated using "as the crow ies" distances and an estimated road distance factor.The PC*Miler product family has been integrated into Transportation Analyst to provide very accurate road distance calculations.

In order to use PC*Miler road distance calculations, PC*Miler must be purchasedseparately. Transportation Analyst requires PC*Miler version 16 or later.

Note :

PC*Miler may be used in two ways: distance calculations

geocoding

Distances between sites are determined using the Calculation Method eld of either theDistance Matrix or the Override Transit Matrices forms.

In order to calculate the distance between two sites, valid latitude and longitude values willneed to be provided rst. See Using PC*Miler for geocoding . So, for example, if we had a

warehouse in Eugene, OR, and a customer in Boston, MA, the associated latitude andlongitude values would be required for both of these sites before the distance between thetwo sites could be calculated.

Another restriction on PC*Miler distance calculations is that both sites must be located inthe selected PC*Miler region. For instance, PC*Miler will not calculate the distance betweenNew York, NY, and Paris, FR. However, if North America were selected as the region andone tried to calculate the distance between Chicago, IL, and New York, NY, then the distancewould be calculated as expected.

To use PC*Miler for distance calculations:

1. Select Data > Transportation > Distance Matrix or Data > Transportation >Override Transit Matrices .

2. If you have PC*Miler installed on your machine, the Calculation Method eld on theseforms will contain several PC*Miler calculation methods, such as PC*Miler Practical,PC*Miler Air, PC*Miler Avoid Toll, etc.

When you change the calculation method for a record in this table, it will be set toInvalid . This means that the distance and transit time from that row will not be usedby the solver.

3. In order to make the row Valid , click the Calculate button.

The Distance Calculations Options dialog box opens. Click OK to attempt torecalculate values for all the Invalid records using the selected Calculation Method .

If you are using PC*Miler on the Distance Matrix table, you can choose to calculatedistances only, transit times only, or both distance and transit times.


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Calculating distances only will set the transit time values to NULL andvice-versa.

Note :


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Using PC*Miler on the Override Transit Matrix Data table, which only has a TransitTime column, means that there is no need to select whether you are calculating thedistance or transit time.

Various Route Options are available to determine the calculation of distances between sites.Refer to your PC*Miler documentation for detailed information on these calculation types.

PC*Miler Route Options

53' Trailer Routing

Air

National

Practical

Pre-De ned - allows the distance between sites to be set manually

Shortest

Toll Discouraged


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Using PC*Miler for geocodingIn order to use PC*Miler for geocoding, you must activate PC*Miler geocoding in the ProjectPreferences

form


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form.

In order to use PC*Miler geocoding, PC*Miler must be purchased separately.Transportation Analyst requires PC*Miler version 16 or later.

Note :

You can also use PC*Miler for calculating distances and transit times. See Using PC*Miler for distance calculations .

To use PC*Miler for geocoding:

1. Select Data > Project Preferences .

2. In the Project Preferences form, select PC*Miler Geocoder from the Geocoder drop-down list.

3. Click Properties .

This will open the PC*Miler Preferences form. On this form, you can select what regionto use and which elds to use for geocoding, such as Zip Code, City, State, etc.

First Match/Exact Match

Transportation Analyst will provide PC*Miler with the information in the Zip Code, City, andState elds when it tries to look up Latitude/Longitude values. So, for example, if the userhas selected North America as the Region and First Match Option and there is a customerin Chicago, IL, (assume the zip code eld is blank) then PC*Miler will nd theLatitude/Longitude for 60607 (the rst matching location for Chicago). Alternately, if theuser has selected North America as the Region and Exact Match and there is a customer inChicago, IL, (assume the zip code eld is blank) then PC*Miler will not nd aLatitude/Longitude pair because the data given is not exact enough.

Search indices

You have three different options for how you want PC*Miler to geocode your sites. You maygeocode by any one of the following:

City, State

It is highly recommended that you couple the City/State search index with the

First Match option. The Exact Match option will not work well with large cities,since large cities will have multiple PC*Miler matches one per city Zip Code.

Note :

Zip Code

Zip Code, City

Zip Code, State


72

Zip Code, City, State

Geocoding in different regions

If the user wants to use PC*Miler for geocoding in Europe then they will have to selectEurope as the PC*Miler Region. To get the most exact results the user will have to providethe country abbreviation in the state eld For example if the user has 75001 as the Zip


73/93

the country abbreviation in the state eld. For example, if the user has 75001 as the Zip,Paris as the City, and FR as the State then PC*Miler would be able to nd an exact matchfor the Latitude/Longitude value. However, if the user entered Paris for the city name andthe State and Zip Code elds were blank then they would not be able to get an exact match(a rst match might work, but we cannot guarantee that the Latitude/Longitude pair wouldbe found or that it would be in the correct country!).

Documents

TA V25 Online Help