Transportation Modeler 9.0.0.0 User Guide

User Guide JDA Transportation Modeler

Release 9.0

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Table of Contents

Chapter 1. Introduction ................................ ................................ ................................ ... 1

Use Transportation Modeler ................................ ................................ .......................... 1 Key terms and concepts ................................ ................................ ............................... 2 Analyze data ................................ ................................ ................................ ............... 2 Start Transportation Modeler ................................ ................................ ......................... 3 Exit Transportation Modeler ................................ ................................ .......................... 3 Related documentation ................................ ................................ ................................ . 3 Get additional help from JDA ................................ ................................ ......................... 4

Chapter 2. Graphical user interface ................................ ................................ ................. 6

Ribbon ................................ ................................ ................................ ....................... 6 File menu ................................ ................................ ................................ ........... 6 Home tab ................................ ................................ ................................ ........... 7 View tab ................................ ................................ ................................ ............ 9 Map tab ................................ ................................ ................................ ........... 11

Quick access toolbar ................................ ................................ ................................ .. 12 Keyboard shortcuts ................................ ................................ ........................... 12 Customize keyboard shortcuts ................................ ................................ ............ 13

Shortcut menus ................................ ................................ ................................ ......... 14 Control center ................................ ................................ ................................ ........... 14

Customize the Favorites section ................................ ................................ .......... 14 Customize the control center sections ................................ ................................ .. 15 Dock or undock the control center ................................ ................................ ....... 15 Manage data through the Control Center ................................ ............................. 15

Status bar ................................ ................................ ................................ ................ 16 Editable and non -editable fields ................................ ................................ ................... 16 Menu buttons ................................ ................................ ................................ ............ 17

Chapter 3. Grid Filtering ................................ ................................ ................................ 18

String filtering ................................ ................................ ................................ ........... 18 Numeric or Integral filtering ................................ ................................ ........................ 18 Multiple and negation clauses ................................ ................................ ...................... 19 Enum filtering ................................ ................................ ................................ ........... 20

Chapter 4. Transportation Modeler data ................................ ................................ ........ 21

Scen arios ................................ ................................ ................................ ................. 21 Create a new scenario ................................ ................................ ....................... 21 Open a scenario ................................ ................................ ................................ 22 Scenario co mponents ................................ ................................ ........................ 22

Entities ................................ ................................ ................................ ..................... 22 Entity requirements ................................ ................................ .......................... 24

Relationships ................................ ................................ ................................ ............ 24 Attributes ................................ ................................ ................................ ................. 28 Data hierarchy in Transportation Modeler ................................ ................................ ..... 28 Data d ependencies ................................ ................................ ................................ .... 28

Upstream dependencies ................................ ................................ ..................... 32 Downstream impacts ................................ ................................ ......................... 33

Chapter 5. Import and Export Data ................................ ................................ ................ 36

Import data ................................ ................................ ................................ .............. 36 Import requirements ................................ ................................ ................................ .. 36

Data type considerations ................................ ................................ ................... 36 Import order ................................ ................................ ................................ ............. 37

Import order for detail tables ................................ ................................ ............. 37 Import order for optional detail tables ................................ ................................ . 38

Import wizard ................................ ................................ ................................ ........... 38 Import data with the import wizard ................................ ................................ ..... 39 Use import wizard hints ................................ ................................ ..................... 40

Classic import ................................ ................................ ................................ ........... 40 Import data with classic i mport ................................ ................................ .......... 40 Select the database to import data ................................ ................................ ..... 41 Select the table for Import ................................ ................................ ................. 41 Map and Unmap import fields ................................ ................................ ............. 41 Map import fields ................................ ................................ .............................. 42 Unmap import fields ................................ ................................ .......................... 42 Specify import options ................................ ................................ ....................... 42 Import results ................................ ................................ ................................ .. 43

Batch import ................................ ................................ ................................ ............. 44 Import tables with batch import ................................ ................................ .......... 44 Error reporting during batch import ................................ ................................ ..... 45

Export data ................................ ................................ ................................ ............... 46 Export wizard ................................ ................................ ................................ ............ 46

Export data with the export wizard ................................ ................................ ...... 46 Classic export ................................ ................................ ................................ ............ 48

Export data with classic export ................................ ................................ ........... 48 Select the database for export ................................ ................................ ............ 48 Sele ct the table for export ................................ ................................ ................. 49 Create a new table for export ................................ ................................ ............. 49 Map and Unmap export fields ................................ ................................ ............. 49 Export results ................................ ................................ ................................ ... 50

Export selected records ................................ ................................ .............................. 50 Batch export ................................ ................................ ................................ ............. 51

Export tables with batch export ................................ ................................ .......... 51 Cancel a table export ................................ ................................ ........................ 53 Overwrite existing tables ................................ ................................ ................... 53 Event log ................................ ................................ ................................ ......... 53 Print the event log ................................ ................................ ............................ 54

Configure an ODBC data source ................................ ................................ ................... 54 Flat file export ................................ ................................ ................................ ........... 55 Schema file ................................ ................................ ................................ ............... 56

Schema file components ................................ ................................ .................... 56 Specify the delimiter ................................ ................................ ......................... 56 Date and time format specifications ................................ ................................ .... 56

Chapter 6. Da ta Utilities ................................ ................................ ................................ 69

Use data utilities ................................ ................................ ................................ ........ 69 Location translation tables ................................ ................................ .......................... 69

Location translation database ................................ ................................ ............. 70 Load and Reload location tables ................................ ................................ .......... 70 City Lat/Lon utility table ................................ ................................ .................... 70 PostalCode Lat/Lon utility table ................................ ................................ .......... 71

Data utilities options ................................ ................................ ................................ .. 71 Access locations and distan ces ................................ ................................ .................... 72

Map option ................................ ................................ ................................ ....... 72 Table option ................................ ................................ ................................ ..... 72 Batch option ................................ ................................ ................................ ..... 73 Set the City, Postal Code, or LatLon fields in the Locations and Hubs tables in query view ................................ ................................ ................................ ...................... 73

Chapter 7. Work with Data ................................ ................................ ............................ 74

View data in tables ................................ ................................ ................................ .... 74 Query view ................................ ................................ ................................ ...... 74 Data view ................................ ................................ ................................ ........ 74 Switch between views ................................ ................................ ....................... 74

Select records ................................ ................................ ................................ ........... 75 Specify entity, attribute, or all entities for queri es ................................ ................. 75 Select groups of entities based on attributes ................................ ........................ 75 Select or Deselect all entities or attributes ................................ ........................... 75 Key field search ................................ ................................ ................................ 76

Display properties ................................ ................................ ................................ ...... 76 Set the display order ................................ ................................ ......................... 76 Shortcut ................................ ................................ ................................ .......... 77 Set the precision level ................................ ................................ ....................... 77 Set the sort order ................................ ................................ ............................. 77 Ascending/Descending sort order ................................ ................................ ........ 78

Save user -defined data view formats ................................ ................................ ........... 78 Query a data t able ................................ ................................ ................................ ..... 79

Create a query ................................ ................................ ................................ . 79 Narrow the results of your query ................................ ................................ ........ 79

Create records ................................ ................................ ................................ .......... 80 Create an entity using new ................................ ................................ ................ 80 Create an entity using copy ................................ ................................ ................ 80 Create a relationship using new ................................ ................................ .......... 81 Create a relationship using copy ................................ ................................ ......... 81

Define an attribute ................................ ................................ ................................ ..... 82 Assign attributes to entities ................................ ................................ ................ 82 Assign and unassign attributes in detail tables ................................ ...................... 82 Unassign an entity attribute from records in the detail table ................................ ... 83

Modify records ................................ ................................ ................................ ........... 83 Add data ................................ ................................ ................................ .......... 84 Modify data ................................ ................................ ................................ ...... 84

Delete records ................................ ................................ ................................ ........... 84 Validate data ................................ ................................ ................................ ............. 85

Field level check ................................ ................................ ............................... 85 Record level check ................................ ................................ ............................ 86 Verify data as valid ................................ ................................ ........................... 86 Check for valid records ................................ ................................ ...................... 87

Chapter 8. Optimize ................................ ................................ ................................ ....... 88

Set up to optimize ................................ ................................ ................................ ..... 88 Data requirements for optimization ................................ ................................ ..... 88 Set solver options ................................ ................................ ............................. 90

Strategies ................................ ................................ ................................ ................. 90 Optimize a scenario ................................ ................................ ................................ ... 90

Cancel optimization during an optimization run ................................ ..................... 91 Control and solver status during optimization ................................ ................................ 91

Solver Progress Fields ................................ ................................ ....................... 91 Understand optimization results ................................ ................................ .................. 92

Calculate Load and Trip Distances ................................ ................................ ....... 92 What to do after a model optimization ................................ ................................ .......... 93

Cancel the solution ................................ ................................ ............................ 93 Update the solution ................................ ................................ ........................... 93 Save the solution ................................ ................................ .............................. 94 Write XML files fro m Transportation Modeler ................................ ........................ 94

Batch processing scenarios ................................ ................................ ......................... 95 Batch file definition ................................ ................................ ........................... 95 Use batch processing with Transportation Modeler ................................ ................ 97

Set logging configuration ................................ ................................ ............................ 98 Enable or disable loggers ................................ ................................ ................... 98 Set the log level for a specific logger ................................ ................................ ... 98

Configure optimization metrics ................................ ................................ .................... 98 Reports ................................ ................................ ................................ ........... 98 CSV File Output Settings ................................ ................................ .................... 99 Report Properties ................................ ................................ .............................. 99 Show Advanced Column Types ................................ ................................ ......... 105 Saving Optimization Metric Definitions ................................ ............................... 105

Chapter 9. Solver Options ................................ ................................ ............................ 106

Edit solver options ................................ ................................ ................................ ... 106 Edit Solver options ................................ ................................ .......................... 106 Optimizer ................................ ................................ ................................ ....... 106 Rating ................................ ................................ ................................ ........... 107 General rating options ................................ ................................ ..................... 108 Rating engine options ................................ ................................ ...................... 109 Distance ................................ ................................ ................................ ........ 111

Save solver options ................................ ................................ ................................ .. 113 Load solver options ................................ ................................ ................................ .. 113

Chapter 10. Tariffs and Rating overview ................................ ................................ ...... 115

Tools to create tariffs ................................ ................................ ............................... 115 Build tarif fs ................................ ................................ ................................ ............. 115

Create carriers ................................ ................................ ............................... 115 Create tariffs ................................ ................................ ................................ .. 116 Create services ................................ ................................ ............................... 116 Create charges (conditions) ................................ ................................ ............. 116 Create ranges ................................ ................................ ................................ . 116 Create rates ................................ ................................ ................................ ... 117 Create lanes ................................ ................................ ................................ ... 118 Create delivery schedules ................................ ................................ ................ 120 Create surch arges ................................ ................................ ........................... 121 Create freight class cross references ................................ ................................ . 122 Define engines ................................ ................................ ............................... 122 Exchanges ................................ ................................ ................................ ..... 123 Hubs ................................ ................................ ................................ ............. 123

Domicile rating and continuous move rating ................................ ................................ 123 Continuous move modeling with JDA Access Rating Tool ................................ ...... 124 Domicile rating example ................................ ................................ .................. 124

Time -based rating ................................ ................................ ................................ ... 125 Time -based rating units ................................ ................................ ................... 125 Route with time -based rating ................................ ................................ ........... 127 Restriction s on service, equipment type, lane ................................ ..................... 127 Rating and scheduling with time -based rating ................................ ..................... 128

Equipment type rating ................................ ................................ .............................. 128

Weekend and holiday scheduling ................................ ................................ ............... 129 Weekend/Holiday scheduling flag ................................ ................................ ...... 130 Weekend / holiday scheduling with delivery schedules ................................ ......... 131

Support for export of Transportation Manager Oracle rating engine to Access .................. 132 Configure the Oracle ODBC system DSN for the Transportation Manager database .. 132 Import the Transportation Manager data into Access ................................ ........... 132 Configure the Access database as the Transportation Modeler rating source ........... 133

Chapter 11. View Results in Load Plan Explorer ................................ .......................... 134

Open load plan explorer ................................ ................................ ........................... 134 Load plan explorer display key ................................ ................................ .................. 134 View shipments in the load plan explorer ................................ ................................ .... 134

View shipments ................................ ................................ .............................. 134 View shipment details ................................ ................................ ...................... 135

View unroutables, loads, and trips in the load plan explorer ................................ .......... 135 View unroutables, loads, and trips ................................ ................................ .... 135 View unroutables, load, or trip details ................................ ................................ 135

View details in load plan explorer ................................ ................................ ............... 135 View entities in road map ................................ ................................ ......................... 136

Cha pter 12. Modeling your business ................................ ................................ ............ 137

Create tariffs ................................ ................................ ................................ ........... 137 Model pre -built loads and trips ................................ ................................ .................. 137

Naming conventions for pre -built loads and trips ................................ ................ 137 Skeleton loads ................................ ................................ ................................ 137 Understand how to influence o ptimization results ................................ ................ 139

Modeling hubs ................................ ................................ ................................ ......... 140 Provide hub data to Transportation Modeler ................................ ....................... 140 Define hubs in flat files ................................ ................................ .................... 141 Enable hub constraints ................................ ................................ .................... 141 Setting hub constraints ................................ ................................ .................... 142 Modeling conditional hub rules ................................ ................................ .......... 142 Hub constraints example ................................ ................................ ................. 143

Modeling multi -moda l moves using hubs ................................ ................................ .... 143 Container integrity and LIFO at transfer hubs ................................ ..................... 144

Modeling trips (continuous moves) ................................ ................................ ............. 144 Enabling trip functions in the strategy file ................................ .......................... 144

Using shipment groups ................................ ................................ ............................. 145 Group types ................................ ................................ ................................ ... 145 Shipment grouping examples ................................ ................................ ........... 145

Modeling Carrier Equipment Availability ................................ ................................ ...... 146 Percentage commitments ................................ ................................ ................. 147 Modeling CEA constraints ................................ ................................ ................. 147 How CEA constraints work ................................ ................................ ............... 148 CEA Using Percentage Constraints ................................ ................................ ..... 149 CEA using Forty - foot Equivalent Units ................................ ................................ 150 Use mul tiple Carrier/Service/Lane constraints ................................ ..................... 150 Import CEA data and constraints ................................ ................................ ...... 151 Enable CEA constraints ................................ ................................ .................... 151 Lane Constraints examples ................................ ................................ .............. 153

Modeling domiciles and domicile vehicle availability ................................ ..................... 154 Rating model requirements for domicile creation ................................ ................. 154 Reduce domicile penalty costs ................................ ................................ .......... 155 Domicile example ................................ ................................ ........................... 156 Domicile vehicle model ................................ ................................ .................... 157

Enables domicile constraints ................................ ................................ ............. 158 Domicile constraints exa mple 1 ................................ ................................ ........ 158 Domicile constraints example 2 ................................ ................................ ........ 159

Performance -based rating ................................ ................................ ......................... 160 Evaluate carrier and lane performance in optimizer ................................ ............. 160 Preference at the lane level ................................ ................................ .............. 161 Performance -based rating exam ple ................................ ................................ ... 162 Preference by transit mode and carrier performance ................................ ........... 163

Modeling dock scheduling ................................ ................................ ......................... 164 Location requirements for dock scheduling ................................ ......................... 166 Dock Scheduling Modeling example ................................ ................................ ... 166 Enabling Dock Sch eduling ................................ ................................ ................ 168 Modeling variable length docks ................................ ................................ ......... 169 Recurring tasks to maintain Dock Scheduling ................................ ..................... 169 Vehicle Reuse ................................ ................................ ................................ . 169 View Dock Scheduling results ................................ ................................ ........... 169

Build loads using Head Load Optimization ................................ ................................ ... 170 Modeling vendor sequencing ................................ ................................ ..................... 171 Modeling Side and Rear Door Loading and Unloading ................................ ................... 171 Modeling Shift Sequencing of shipments ................................ ................................ ..... 172

Enable Shift Sequencing ................................ ................................ .................. 172 OptParameters affecting Shift Sequenc ing ................................ .......................... 173 Strategy functions affect shift sequencing ................................ .......................... 174

Dynamic Shipment Splitting ................................ ................................ ...................... 174 Shipment split methods ................................ ................................ ................... 174 Shipment split rules ................................ ................................ ........................ 175 Shipment split eligibility ................................ ................................ ................... 176 Split shipment identifier ................................ ................................ ................... 176

Location - level options, shipment mandatory charges, and charge overrides .................... 177 Location -Level options ................................ ................................ ..................... 177 Option Rules ................................ ................................ ................................ .. 177 Mandatory charges ................................ ................................ .......................... 177 Charge overrides ................................ ................................ ............................ 177

Modeling containerization and product packaging ................................ ........................ 177 Containerization ................................ ................................ ............................. 178 Containerization constraints ................................ ................................ ............. 179 Capacity degradation ................................ ................................ ....................... 181 Product loading fa ctor ................................ ................................ ..................... 182 Product loading detail percentage ................................ ................................ ..... 183 Percentage utilization factor for an equipment ................................ .................... 183 Containerization output ................................ ................................ ................... 184

Modeling handling time ................................ ................................ ............................ 184 Fixed loading and unloading time ................................ ................................ ...... 184 Variable loading and unloading time ................................ ................................ .. 185

Compute loading and unloading time for a stop ................................ ........................... 186 Location Throughput Groups ................................ ................................ ..................... 186 Capacity -based optimization ................................ ................................ ..................... 187

Trailer definition ................................ ................................ ............................. 187 Tractor definition ................................ ................................ ............................ 188 Fields controlling resource utilization ................................ ................................ . 188 Equipment Type Associations ................................ ................................ ........... 190 Equipment definition on loads and trips ................................ ............................. 190 Distance Impacts ................................ ................................ ............................ 191 Constraints ................................ ................................ ................................ .... 191 Rating considerations ................................ ................................ ...................... 191 Scheduling considerations ................................ ................................ ................ 191

Solver behavior ................................ ................................ .............................. 192 Strategies ................................ ................................ ................................ ...... 192 Equipment allocation and reuse ................................ ................................ ........ 193

Modeling green charges ................................ ................................ ............................ 194 Charge information related to green charges ................................ ...................... 194 Input parameters for Green reports ................................ ................................ ... 194 Generating green reports ................................ ................................ ................. 195 Support for green charges ................................ ................................ ............... 195 Differentiate green charges ................................ ................................ .............. 196 Examples of green charges ................................ ................................ .............. 196

Multi -country DOT rules ................................ ................................ ............................ 198 Edit multi country DOT rules ................................ ................................ ............ 198 Driving reports ................................ ................................ ............................... 199

Chapter 13. View Results in Optimiza tion Metrics ................................ ....................... 200

Add Comparison Metrics ................................ ................................ ........................... 200 Create a Chart ................................ ................................ ................................ ........ 201 Load Chart ................................ ................................ ................................ .............. 203 Default Charts ................................ ................................ ................................ ......... 203

Chapter 14. View data in maps ................................ ................................ .................... 204

Map view ................................ ................................ ................................ ................ 204 Define map zones ................................ ................................ ........................... 204 Create a Map view ................................ ................................ .......................... 205 Save a Map View ................................ ................................ ............................ 205 Open an existing Map View ................................ ................................ .............. 205 Use the Map View tab ................................ ................................ ...................... 206 Open data tables from a map view ................................ ................................ .... 206 Add a facility to a map view ................................ ................................ ............. 206 Display output variables in map View ................................ ................................ 207 Set Map View options ................................ ................................ ...................... 207 Location options ................................ ................................ ............................. 208 Set Map View Display Properti es ................................ ................................ ....... 208 Interval information ................................ ................................ ........................ 209

Road Map ................................ ................................ ................................ ............... 211 Open the Road Map ................................ ................................ ......................... 211 Select items for display in the road map ................................ ............................ 211 Map items in Load Plan Explorer to Road Map ................................ ..................... 211 Map items in Load and Trip Detail Tables ................................ ........................... 212 Set Road Map Display Properties ................................ ................................ ....... 212 Road Map Shortc ut menu ................................ ................................ ................. 212

Copy maps ................................ ................................ ................................ ............. 212

Chapter 15. Data in Summary Views (reports) ................................ ............................ 214

Summary View ................................ ................................ ................................ ........ 214 Create a Summary View ................................ ................................ ........................... 214 Summary view items ................................ ................................ ............................... 214

Create a query item ................................ ................................ ........................ 215 Create a formula Item ................................ ................................ ..................... 215 Create a new blank item ................................ ................................ .................. 215 Edit summary view items ................................ ................................ ................. 215 Copy summary view items ................................ ................................ ............... 216 Delete Summary View items ................................ ................................ ............ 216

Save a Summary View ................................ ................................ ............................. 216

Open an existing Summary View ................................ ................................ ............... 217

Chapter 16. View data in charts ................................ ................................ ................... 218

Chart view ................................ ................................ ................................ .............. 218 Create a chart view ................................ ................................ ................................ .. 218 Create a ne w query for a chart ................................ ................................ .................. 219

Edit the query for a chart ................................ ................................ ................. 219 Save a chart view ................................ ................................ ................................ .... 219 Open an existing chart view ................................ ................................ ...................... 219 Copy a chart view ................................ ................................ ................................ .... 220 Set chart view options ................................ ................................ .............................. 220 Set Chart Display Properties ................................ ................................ ..................... 220

Chart display properties ................................ ................................ ................... 220 Select chart display properties ................................ ................................ .......... 222 Change chart view display default settings ................................ ......................... 222 Restore original chart view display default settings ................................ ............. 222

Sample chart views ................................ ................................ ................................ .. 223

Chapter 17. Gantt view ................................ ................................ ................................ 224

Open Gantt view ................................ ................................ ................................ ...... 224

Chapter 18. Dynamic and static views ................................ ................................ ......... 226

Dynamic views ................................ ................................ ................................ ........ 226 Static views ................................ ................................ ................................ ............ 226 Save and reuse formats ................................ ................................ ............................ 226

Saved file formats ................................ ................................ ........................... 226 Reuse saved file for mats ................................ ................................ .................. 227 Results format complications ................................ ................................ ............ 227

Chapter 19. System options ................................ ................................ ......................... 228

Edit system options ................................ ................................ ................................ .. 228 Display settings ................................ ................................ .............................. 228 Map display ................................ ................................ ................................ .... 229 Chart display ................................ ................................ ................................ .. 230 Default elements ................................ ................................ ............................ 231 Data utilities ................................ ................................ ................................ ... 232 Validation ................................ ................................ ................................ ...... 233 Control center tab ................................ ................................ ........................... 233 Favorites tab ................................ ................................ ................................ .. 233

Chapter 20. Advanced settings ................................ ................................ .................... 235

Access the Advanced Settings dialog box ................................ ................................ .... 235 Use Advanced Settings ................................ ................................ ............................. 235

Aggregate Results ................................ ................................ ........................... 23 5 Include Detail Records ................................ ................................ ..................... 235

Chapter 21. Event log ................................ ................................ ................................ .. 237

View and hide the event log ................................ ................................ ...................... 237 View the event log ................................ ................................ .......................... 237 Hide the event log ................................ ................................ .......................... 237

Dock the event log ................................ ................................ ................................ ... 237 Undock the event log ................................ ................................ ............................... 237

Save the event log ................................ ................................ ................................ ... 237 Clear event log data ................................ ................................ ........................ 238

Chapter 22. Data tables ................................ ................................ ............................... 239

Detail Tabl es ................................ ................................ ................................ ........... 239 Input Detail Tables ................................ ................................ ................................ .. 240

Open a detail table from the Control Center ................................ ....................... 240 Shipment Information detail tables ................................ ................................ ............ 240 Location Information detail tables ................................ ................................ .............. 241 Product Information detail tables ................................ ................................ ............... 242 Carrier and Equipment detail tables ................................ ................................ ........... 242 Plan Input Detail Tables ................................ ................................ ............................ 243 Display Detail Tables ................................ ................................ ................................ 243 Attribute Detail Tables ................................ ................................ .............................. 244 Field Formats Key ................................ ................................ ................................ .... 244 List of Detail Tables ................................ ................................ ................................ . 245

Commodity Code Detail Table ................................ ................................ ........... 245 Commodity Exclusion Detail Table ................................ ................................ ..... 245 Consolidation Class Detail Table ................................ ................................ ........ 246 Exclusion Group Detail Table ................................ ................................ ............ 246 Merge - In-Transit Group Detail Table ................................ ................................ . 247 Option Collection Detail Table ................................ ................................ ........... 247 Option Reference Detail Table ................................ ................................ .......... 248 Order Group Detail Table ................................ ................................ ................. 248 Shipment Detail Table ................................ ................................ ..................... 248 Shipment Component Detail Table ................................ ................................ .... 258 Business Hours Detail Table ................................ ................................ ............. 262 Business Hours Exceptions Detail Table ................................ ............................. 262 Dock Detail Table ................................ ................................ ............................ 263 Dock at Facility Detail Table ................................ ................................ ............. 263 Dock at Facility Commitment Detail Table ................................ .......................... 267 Dock at Facility Commodity Detail Table ................................ ............................ 268 Dock at Facility Equipment Type Detail Table ................................ ...................... 269 Dock at Facility Loading Type Detail Table ................................ .......................... 269 Dock Group Detail Table ................................ ................................ .................. 270 Dock Group Association Detail Table ................................ ................................ .. 270 Hub Detail Table ................................ ................................ ............................. 270 Location Detail Table ................................ ................................ ....................... 277 Location Equipme nt Inclusion Detail Table ................................ ......................... 283 Location Split Rule Detail Table ................................ ................................ ......... 284 Location Throughput Constraint Detail Table ................................ ...................... 285 Time Window Detail Table ................................ ................................ ................ 286 Time Zone Definitions Detail Table ................................ ................................ .... 287 Transit O verride Detail Table ................................ ................................ ............ 288 Connection Detail Table ................................ ................................ ................... 289 Handling Time ID Detail Table ................................ ................................ .......... 289 Handling Time Product Loading Detail Table ................................ ....................... 290 Product Detail Table ................................ ................................ ........................ 290 Product Connection Detail Table ................................ ................................ ....... 291 Product Inventory At Facility Detail Table ................................ ........................... 292 Product Loading Factor Detail Table ................................ ................................ ... 293 Product Loading Type Detail Table ................................ ................................ .... 294 Product Package Detail Table ................................ ................................ ............ 295 Product Type Detail Table ................................ ................................ ................ 297 Variable Handling Buffer Detail Table ................................ ................................ . 298 Carrier Detail Table ................................ ................................ ......................... 298

Carrier Availability Detail Table ................................ ................................ ......... 299 Commodity Compartment Association Detail Table ................................ .............. 301 Domicile Detail Table ................................ ................................ ....................... 302 Domicile Vehicle Availability Detail Table ................................ ............................ 304 Equipment Axle Detail Table ................................ ................................ ............. 306 Equipment Exclusion Detail Table ................................ ................................ ...... 306 Equipment Type Detail Table ................................ ................................ ............ 307 Lane Availability Detail Table ................................ ................................ ............ 308 Lane Preference Detail Table ................................ ................................ ............ 311 Service Detail Table ................................ ................................ ........................ 312 Tariff Detail Table ................................ ................................ ........................... 312 Tariff Service Availability Detail Table ................................ ................................ 313 Trailer Capacity Degradation Detail Table ................................ ........................... 315 Trailer Compartment Detail Table ................................ ................................ ..... 316 Zone Detail Table ................................ ................................ ............................ 317 Container Split Input Detail Table ................................ ................................ ..... 317 Load Input Detail Table ................................ ................................ ................... 318 Pick/Drop Input Detail Table ................................ ................................ ............. 320 Trip Inp ut Detail Table ................................ ................................ ..................... 322 Trip Load Input Detail Table ................................ ................................ ............. 323 Map Zone Detail Table ................................ ................................ ..................... 323 Attribute Detail Table ................................ ................................ ...................... 324 Entity Attribute Detail Table ................................ ................................ ............. 324

Chapter 23. Reports and Plan Output detail tables ................................ ...................... 325

Booking detail table ................................ ................................ ................................ . 326 Charge detail table ................................ ................................ ................................ .. 326 LC Container detail table ................................ ................................ .......................... 327 LC Space detail table ................................ ................................ ................................ 328 Load detail table ................................ ................................ ................................ ...... 330 Pick/Drop detail table ................................ ................................ ............................... 335 Product Loading Detail table ................................ ................................ ...................... 336 Shipment Compartment Assignment detail table ................................ .......................... 337 Stop detail table ................................ ................................ ................................ ...... 337 Subshipment Component detail table ................................ ................................ ......... 339 Trips ................................ ................................ ................................ ...................... 340

Usage of Trips in Transportation Modeler ................................ ........................... 340 Trip detail table ................................ ................................ ................................ ....... 340 Trip Loa d detail table ................................ ................................ ............................... 344 Dock Usage detail table ................................ ................................ ............................ 344 Inventory Profile Detail Table ................................ ................................ .................... 345 Load Axle Weight detail table ................................ ................................ .................... 346 Optimization Metric detail table ................................ ................................ ................. 346 Resource Usage detail table ................................ ................................ ...................... 348 Vehicle Utilization detail table ................................ ................................ .................... 349

Chapter 24. Aggregate Tables ................................ ................................ ..................... 351

Open an Aggregate Table ................................ ................................ ......................... 351 Aggregate Table Options ................................ ................................ .......................... 351

Group Entities ................................ ................................ ................................ 351 Aggregate Table fields ................................ ................................ .............................. 352

Shipment Aggregate Table ................................ ................................ ............... 352 Trip Aggregate Table ................................ ................................ ....................... 353 Load Aggregate Table ................................ ................................ ...................... 354

Create an Aggregate Table ................................ ................................ ........................ 355

Save an Aggregate Table ................................ ................................ .......................... 356 Open an Existing Aggregate Table ................................ ................................ ............. 356

Chapter 25. Glossary ................................ ................................ ................................ ... 357

Index ................................ ................................ ................................ ........................... 362

Introduction

JDA Transportation Modeler User Guide 1 1995-2015 JDA Software Group, Inc.- Confidential

Chapter 1. Introduction Transportation Modeler is an analytical and managerial tool that you can use to identify business opportunities:

Analyzing shipment data

Optimizing business scenarios using the Solver engine

Creating rep orts to illustrate potential savings

You can combine this tool with your logistics, industry, and modeling expertise to make the best decisions for your business. You can also use Transportation Modeler with other tools in the JDA suite.

Use Transportation Modeler Transportation Modeler uses shipment data from various sources and optimizes it after mapping it to its internal tables. TM generates reports with the optimized data in the form of load and trips that you

can vi ew on screen, print as maps and charts, or save as reports to files.

With Transportation Modeler, you can:

Import and export data to Microsoft Access or other ODBC -compatible database formats.

Produce a transportation strategy using the existing tariff and entity setup.

Perform what - if analysis by reworking shipment data in different scenarios that shows possible business improvements.

Create multiple optimization scenarios for one model using the Solver engine. Apply operational parameters such as delivery days, hours, and maximum truck weight. Optimize the scenarios to

and compare it to the original data and cost.

Identify less - than - truckload (LTL), truckload (TL), hub utilization opportunities, including de -consolidation, consolidation, pooling, and zone skipping.

Create standard or custom reports based on master or optimized data reports to verify possible time and cost savings.

Note : Using Transportation Modeler for decision support requires a firm understanding of the

transportation scenario that you ar e analyzing and of the assumptions that you are using to

construct the representative model in Transportation Modeler.

Introduction


The following diagram illustrates the process flows in Transportation Modeler.

Key terms and concepts This guide uses various terms and concepts that are defined in "Glossary" (on page 357 ).

Analyze data The following is a typical process by which you can use Transportation Modeler to ana lyze data:

Input data

Validate data

Set up rates

Set up Solver options and strategy files

Optimize data

View output results optimized data and reports displayed in Summary View

Make changes for "what - if" analysis

Re-optimize data

View output results

Introduction


Start Transportation Modeler Select Start > Programs > Transportation Modeler > Transportation Modeler .

Alternatively, you can navigate to the Transportation Modeler directory (by default C:\ jda \ tmod \ ,

then double -click TM3 2.exe or TM.exe (for 64 bit). or open a DOS Window and change to the Transportation Modeler installation directory (by default, C:\ jda \ tmod \ ) and then enter TM32.exe or TM.exe (for 64 bit).

Note : You must license your software when you start Transportation Modeler for the first time. For

more information, see the Transportation Modeler Installation /Administration Guide.

Exit Transportation Modeler 1. Select File > Exit ( ) from the ribbon. Alternatively, press Alt+F4 or se lect the window close

button at the top right of the application window.

Before exiting, Transportation Modeler verifies:

You have created any new model results like aggregate tables, maps, or summary views.

Any updates have occurred to model results that are currently open.

You made any changes to the current scenario.

For each of these conditions, Transportation Modeler prompts you to save changes.

2. Click Save.

Related documentation For more information on Transportation Modele r, see the following documents:

Transportation Modeler Release Notes: Provides information about any new or updated functionality in Transportation Modeler.

Transportation Modeler Installation/Administration Guide: Provides information about how to install Transportation Modeler.

Transportation Modeler User Guide: Provides details about the Transportation Modeler user interface, modeling data in Transportation Modeler, and how to use the application.

Transportation Modeler Strategies and Parameters Guide: Provides descriptions of the functions used with the Transportation Modeler strategy files. It also contains descriptions of the global

parameters that control Transportation Modeler.

Transportation Modeler Getting Started: Provides an introduction to the E xcel Rating Tool user interface, entities, relationships, and outviews. It describes the Excel Rating Tool modeling

process, including tariff construction, optimization and analysis of results.

Transportation Modeler Access Rating Tool User Guide: Provides information about how to use the Access and Excel based rating tool.

Transportation Modeler Stand -Alone Rate Editor User Guide: provides information about how to use Stand Alone Rate Editor.

Transportation Modeler Distance Engine User Guide: Provides info rmation about how to use the Distance Engine generation tool.

Introduction


Get additional help from JDA In addition to the provided documentation, many additional resources are available to help you understand and work with your JDA applications.

Note : The services pr ovided may vary by application and implementation.

JDA Support Services

JDA Support Services enhances your experience with JDA solutions throughout the lifetime of your

relationship with JDA Software. Support Services provides many key values, including:

Worldwide support provided locally for issue resolution, including functional and technical assistance

Defined service levels and proactive escalation paths

Special Interest Group (SIG) membership

Access to new software releases

Access to the JDA Customer Support website ( http://support.jda.com/ ), which provides:

Self -service user administration

Online knowledge base

Online case management and user communities

Product documentation and release announcements

JDA Educ ation Services

To enhance the return on your JDA solution investment, JDA Education Services provides options

to optimize your experience and knowledge. JDA Education Services offers high -quality training

with e - learning and instructor - led training opportu nities. JDA Education Services also offers the

JDA Certification Program, which defines a curriculum that maximizes your knowledge and

qualifications for a specific job. Certification programs employ a blend of learning methods that end

with an industry - recognized exam. See the JDALearn website ( http://www.jdalearn.com ) for

more information.

JDA Consulting Services

JDA Consulting Services provides a broad range of services, including:

Process definition and improvement

Change management

Program and project management

Functional and technical consulting

Performance engineering

Solution delivery

Every solution deployment begins with the JDA Enterprise Methodology, which encompasses both

technology and implementation exper tise. JDA Consulting Services works collaboratively with you

to help your business realize the results you need, on time and on budget.

JDA Cloud Services
http://support.jda.com/http://www.jdalearn.com/

Introduction


JDA Cloud Services enables you to achieve faster deployment, rapid time to value, investment

protect ion, and improved cost structure with JDA supply chain solutions. This allows you to focus

on your core business while JDA manages the JDA applications. Areas of specialty include:

Solution availability management

Performance management

Issue resolution

Change management

Security management

Optimization and analytics management

For more information on any of the JDA Services, see the JDA Services website

(http://www.jda.com/services/services/ ).
http://www.jda.com/services/services/

Graphical user interface


Chapter 2. Graphical user interface The Transportation Modeler graphical user interface (GUI) is designed to provide multiple ways to access Transportation Modeler's features and views that you can customize.

Ribbon The Transporta tion Modeler ribbon allows you to quickly find the commands that you need to complete a task. It has the following elements:

Menu and tabs: The File menu and Home , View, and Map tabs have commands organized in logical groups.

Notes:

When the ribbon is min imized, only the tabs are displayed.

In Office 2007 style, the File menu can be accessed by clicking the application icon .

Buttons: The following buttons are displayed in the right corner of the ribbon:

/ : Displays or hides the ribbon.

Recent Views : S elects the recently opened chart, summary or map views.

Window : Applies a display style when multiple windows are opened.

Style : Applies a display theme for Transportation Modeler. The default theme is Microsoft Windows 7.

Help : Displays the following op tions:

About JDA Transportation Modeler : Displays the software license information of Transportation Modeler.

User Help Topics : Provides access to the online help for Transportation Modeler.

Strategy and Parameters Help : Provides access to the online help for strategies and parameters.

Save Performance Data : Saves performance data of all optimizations to the specified file.

The buttons on the tabs are activated based on the current view and the tasks that are performed. For example, if a map view is not ope n, the buttons on the Map tab are inactive.

File menu The File menu provides the following commands to work with files:

New : Creates a new scenario.

Open : Opens an existing scenario.

Batch Process : Processes a batch file to configure and solve multiple scenarios sequentially.

Save : Saves the active scenario.



Save As : Saves the active scenario with a new name, to a different location, or both.

Close : Closes the active scenario. Transportation Modeler promp ts you to save an unsaved scenario before closing it.

Exit : Closes Transportation Modeler.

Home tab The Home tab provides various command groups to work with a scenario.

Clipboard The Clipboard group provides the following command s to work with the clipboard content:

Cut : Cuts the content of the selected data cells to the clipboard.

Copy : Copies the content of the selected data cells to the clipboard.

Paste : Pastes the content from the clipboard to the selected data cells.

Options The Options group provides commands to work with option files and solver options.

Display Options

The Display Options drop -down list provides the following commands to work with option files:

Edit : Modifies the display options in the Options dia log box.

Load : Loads an option file.

Save : Saves the modified option file.

You can perform one of the following tasks to display the Display Options dialog box:

Click Display Options in the Options group.

Select Display Options > Edit in the Opti ons group.

Solver Options

The Solver Options drop -down list provides the following commands to work with the solver

options:

Edit : Modifies the optimizer, rating and distance settings in the Solver Options dialog box.

Load : Loads a solver options fil e.

Save : Saves the modified solver options file.

Auto Load : Identifies solver settings based on the current scenario or a directory (if no scenario is open).

You can perform one of the following tasks to display the Solver Options dialog box:



Click Sol ver Options in the Options group.

Select Solver Options > Edit in the Options group.

Scenario The Scenario group provides the following commands to optimize a scenario:


Validate : Validates the data at the record level for the entire scenario.

Solve : Starts the optimization process. During the process, the Solver dialog box is displayed with progress indicators.

Configuration The Configuration group provides the following commands to work with strategy and param eter files:

Edit Strategy File : Edits the strategy files.

Edit Parameter File : Edits the parameter files.

Logging : Enables and disables the logging information for various categories.

Reporting :Displays and creates or modifies optimization metrics that are calculated at the end of the optimization.

Utilities The Utilities group provides the following commands to work with various utilities:

Plan Explorer : Displays a structured overview of the original shipments and optimization results, including the unroutables, loads, and trips.

Opt Report : Displays the optimization report.

Driving Reports : Displays PC*Miler driving reports, which include information such as states, tolls, free roads, direction of travel, segment distance, driving time, inte rchange points, leg

mileage and time, cumulative load distance, and total load time..

Road Map : Displays locations, shipments, loads, and trips in a PC*Miler map window. The

Road Map drop -down list provides the following commands:

Open : Opens a road map.

Properties : Displays the properties of a road map.

Data Utilities : Enables data utilities for city and postal code validation.

License : Disables the Transportation Modeler license or transfers the license to a disk or another system. This icon i s enabled only when no scenario is open.

Access The Access group provides the following commands to import or export batch files to a Microsoft Access database:



Batch Import : Imports tables from a Microsoft Access database into your scenario.

Batch Ex port : Exports tables to a Microsoft Access database from your scenario.

Multi Scenario : Exports the data from the Transportation Modeler scenarios to the corresponding set of destination tables in the Access database.

ODBC The ODBC group provides the fo llowing commands to import or export batch files to an Open Database Connectivity (ODBC) database:

Batch Import : Imports tables from the ODBC database into your scenario.

Batch Export : Exports tables to a ODBC database from your scenario.

Multi Scena rio : Exports the data from the Transportation Modeler scenarios to the corresponding set of destination tables in the ODBC database.

Text The Text group provides the following commands to import XML files and export plan data:

Import XML : Imports tables from an XML file into your scenario.

Export Plan Output : Exports the results of the latest solver run to the specified location.

Export Plan Input : Exports the current plan inputs to the specified location.

View tab The View tab provides various command groups to work with views.

Chart The Chart group provides the following commands to work with charts:

New : Creates a new chart view.

Properties : Modifies the display properties of a chart.

Advanced : Modifies the advanced dis play settings of a chart, such as aggregate results and detail records.

Gantt The Gantt group provides the following command to work with Gantt charts:

New : Creates a new Gantt view.

Summary The Summary group provides the following command to work with a summary view:

New : Creates a new summary view.



Query The Query group provides the following commands to work with the Detail Table:

Properties : Allows you to modify the field order and sort order of a view.

Narrow Results to : Narrows the query re sults by selecting or deselecting the required rows.

Assign Attributes : Assigns one or more attributes to the selected records in the Detail Table.

Unassign Attributes : Unassigns one or more attributes from the selected records in the Detail Table.

Aggregate Table The Aggregate Table group provides the following commands to work with aggregate tables:

Shipment : Creates a new aggregate table based on shipments.

Load : Creates a new aggregate table based on loads.

Trip : Creates a new aggregate table based on trips.

Metrics The Metrics group provides the following commands to work with optimization metrics:

Add Comparisons : Reads optimization metrics from other solves to compare results.

New Chart : Creates a chart based on one or more optimizatio n metrics.

Load Chart : Loads a chart definition from an existing file.

File The File group provides the following commands to open, save, and close a view:

Open : Opens an existing view.

Save : Saves the current view.

Save As : Saves the current view with a new name, to a different location, or both.

Close : Closes the current view. Transportation Modeler prompts you to save an unsaved view before closing it.

Windows The Windows group enables you to select or deselect the display of the event log an d status bar. The following check boxes are available:

Event Log : Displays events including UI actions and the names of the export tables or files and the related results.

Status Bar : Displays the status bar.



Map tab The Map tab provides various command groups to work with maps.

Map View The Map View group provides the following commands to work with a map view:

New : Creates a new map view.

Properties : Modifies the display properties of a map.

Query Point : Queries the latitude and longitude information of the selected map location.

Copy : Copies the current map view and any displayed legends to the clipboard.

File The File group provides the following commands to open, save, and close a map view:

Open : Opens an existing view.

Save : Saves the current view and its settings.

Save As : Saves the view with a new name, to a different location, or both.

Close : Closes the view. Transportation Modeler prompts you to save an unsaved view before closing it.

Add The Add group provides the following commands to add locations or hubs:

Location : Adds a location.

Hub : Adds a hub.

Zoom The Zoom group provides the following commands to adjust the zoom settings on a map:

In : Zooms in on the map display.

Out : Zooms ou t on the map display.

Legends The Legends group enables you to select or deselect the display of the following legends:

Location Icons

Hub Icons

Domicile Icons

Shipment Links

Load Links

Trip Links



Projection The Projection group provides the following co mmands to view a map in different projections:

Flat : Projects the map view on a flat background.

Spherical : Projects the map view on a sphere.

Home Position The Home Position group provides the following command to set the home position on a map:

Set : S ets the home position to the selected location.

Set Perspective The Set Perspective group provides the following commands to center the map:

Screen Location : Centers the map on the selected location.

Home Position : Centers the map on the home position .

Quick access toolbar This is a customizable toolbar that provides a quick access to a group of commands, regardless of the active tab on the ribbon.

By default, the following commands are displayed on the quick access toolbar:

New : Creates a new scenario.

Open : Opens an existing scenario.


Edit Solver : Modifies the optimizer, rating and distance settings in the Solver Options dialog box.

Solve : Starts the optimization process. During th e process, the Solver dialog box is displayed with progress indicators.

Opt Report : Displays the optimization report.

Use the drop -down list next to the default commands to perform the following customizations:

Select or deselect the display of the defau lt commands

Documents

Transportation Modeler 9.0.0.0 User Guide