TransportationModeler Getting Started 8.0.0.0

Getting Started JDA Transportation Modeler Release 8.0.0.0

JDA Software Group, Inc.

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This product may be protected by one or more of the following non-US patents:

Europe Patent No. 0861474 (E) Taiwan Patent No. 161120 Taiwan Patent No. I222584

Europe Patent No. 0861474 (UK) Taiwan Patent No. 161181 Taiwan Patent No. I222585

German Patent No. 10195871 Taiwan Patent No. 161494 Taiwan Patent No. I222586

German Patent No. 69507020.7 Taiwan Patent No. 163816 Taiwan Patent No. I225208












German Patent No. DE10195968 Taiwan Patent No. 384430 Taiwan Patent No. I242952

Taiwan Patent No. 100569 Taiwan Patent No. 425517 Taiwan Patent No. I251760














Taiwan Patent No. 146038 Taiwan Patent No. 544599 Taiwan Patent No. M377652

Taiwan Patent No. 154327 Taiwan Patent No. 561424 Taiwan Patent No. NI-158220




Taiwan Patent No. 155708 Taiwan Patent No. I221578 Taiwan Patent No. NI-182787

Taiwan Patent No. 157467 Taiwan Patent No. I221978 Taiwan Patent No. NI-182974

Taiwan Patent No. 159609


Table of Contents Chapter 1. Introduction ................................................................................................... 1

Use Transportation Modeler .......................................................................................... 1 Transportation Modeler process ............................................................................ 2 Analyze data using Transportation Modeler ............................................................ 2 Start Transportation Modeler ................................................................................ 2 Exit Transportation Modeler ................................................................................. 3

Modeling exercise overview ........................................................................................... 3 Related documentation ................................................................................................. 4 Get additional help from JDA ......................................................................................... 4

Chapter 2. Truckload modeling exercise .......................................................................... 6

Model description ......................................................................................................... 6 Shipments ......................................................................................................... 6 Rates ................................................................................................................ 7 Analysis overview ............................................................................................... 7

Chapter 3. Create the TL rates with the rating spreadsheet............................................. 8

Rating tool overview .................................................................................................... 8 Create required tariffs .................................................................................................. 8

Create a TL Tariff ................................................................................................ 8 Create the remaining lanes ................................................................................ 11 Create the charge for stops ................................................................................ 12

Convert the data to a rating database .......................................................................... 13 Convert the excel data to a rating database ......................................................... 13

Set the base currency ................................................................................................ 14 Specify the base currency .................................................................................. 14

Acceptable field values ............................................................................................... 14 View the acceptable field values in the Access database ........................................ 14

Chapter 4. Create locations and shipments .................................................................... 17

Understand Transportation Modeler data ...................................................................... 17 Scenarios ......................................................................................................... 17 Entities ............................................................................................................ 17 Create locations ................................................................................................ 17 Modify location records ...................................................................................... 18

Create shipments ...................................................................................................... 21 Create the Shipment records .............................................................................. 21

Modify shipment records ............................................................................................. 21 Open the Shipment detail table in data view ........................................................ 21 Set the display order ......................................................................................... 21 Add shipment data ............................................................................................ 22

Save scenario............................................................................................................ 23

Chapter 5. Set solver options ......................................................................................... 24

Access values in the Solver Options page...................................................................... 24 Edit Solver options ............................................................................................ 24 Required values for Solver settings ..................................................................... 24 Save solver options ........................................................................................... 27 Load solver options ........................................................................................... 27

Chapter 6. Baseline parameter and strategy file ............................................................ 28

The Baseline parameters ............................................................................................ 28


Use the Parameter File Editor to edit the Parameters File ....................................... 28 Required values for the Parameter file ................................................................. 29

Baseline Strategy file ................................................................................................. 30 Study the Baseline Strategy file .......................................................................... 30

Edit a strategy file ..................................................................................................... 32 Open a strategy file for editing ........................................................................... 32 Use the Line Editor and Required Parameters ....................................................... 33

Chapter 7. Solve and analyze the baseline scenario ...................................................... 34

Solve the scenario ..................................................................................................... 34 Validate the scenario ......................................................................................... 34 Optimize your scenario ...................................................................................... 34

Analyze the results .................................................................................................... 34 View data in maps ..................................................................................................... 35 Map view .................................................................................................................. 35

Define map zones ............................................................................................. 36 Create a map view ............................................................................................ 36 Set map view display properties ......................................................................... 37 Save a map view .............................................................................................. 38 Open an existing map view ................................................................................ 38 Set map view options ........................................................................................ 38 Location and hub options ................................................................................... 39

Chapter 8. Tuning parameters and strategies ................................................................ 40

Tuning analysis ......................................................................................................... 40 Solve and Analyze ..................................................................................................... 41

Chapter 9. Tuning and solving multi-pick/multi-drop scenario ...................................... 43

Tuning to support multi-picks ...................................................................................... 43 Solve and analyze for multi-picks ................................................................................ 43 Final strategy tuning .................................................................................................. 43

Save the scenario ............................................................................................. 44

Chapter 10. LTL modeling exercise ................................................................................ 45

LTL software requirements .......................................................................................... 45 Model description ....................................................................................................... 45

Shipments ....................................................................................................... 45 Rates .............................................................................................................. 45 Analysis Overview ............................................................................................. 45

Chapter 11. Create LTL shipments ................................................................................. 47

Open existing scenario ............................................................................................... 47 Create additional locations .......................................................................................... 47

Create the new location records .......................................................................... 47 Modify the new location records................................................................................... 47

Add the location data ........................................................................................ 47 Use data utilities to populate Lat/Lon and postal code information .......................... 48

Create LTL shipments ................................................................................................. 48 Create the LTL Shipment records ........................................................................ 48

Modify the LTL shipment records ................................................................................. 49 Add the LTL shipment data ................................................................................ 49

Save the scenario ...................................................................................................... 49

Chapter 12. Create the LTL rates ................................................................................... 50

Create required tariffs ................................................................................................ 50


Update the TL tariffs ......................................................................................... 50 Creating an LTL Tariff ........................................................................................ 50

Chapter 13. Solve the LTL scenario ................................................................................ 53

Tune to support LTL Shipments ................................................................................... 53 Rating Engine changes ...................................................................................... 53

Solve and analyze for LTL ........................................................................................... 53

Chapter 14. Hub modeling exercise ............................................................................... 55

Model description ....................................................................................................... 55 Hub ................................................................................................................. 55 Rates .............................................................................................................. 55 Analysis overview ............................................................................................. 55

Chapter 15. Create the hub ............................................................................................ 57

Open an existing scenario ........................................................................................... 57 Open the existing scenario ................................................................................. 57

Create the hub .......................................................................................................... 57 Create the new hub record ................................................................................. 57

Modify the new hub records ........................................................................................ 57 Add the hub data .............................................................................................. 57

Use data utilities to populate Lat/Lon information .......................................................... 58 Load data utility tables ...................................................................................... 58 Set the lat/lon .................................................................................................. 58

Save the scenario ...................................................................................................... 58 Save the scenario ............................................................................................. 58

Chapter 16. Create the hub rates ................................................................................... 59

Create the hub record ................................................................................................ 59 Create the hub ................................................................................................. 59

Create required rates ................................................................................................. 60 Create the TL Rates for the Hub .......................................................................... 60 Create the remaining lanes ................................................................................ 63

Chapter 17. Solve the hub scenario ............................................................................... 65

Tuning to support hubs .............................................................................................. 65 Initial strategy file changes for hubs .................................................................... 65 Split the remaining shipments ............................................................................ 66

Improve the hub model .............................................................................................. 66 Create an initial unconsolidated plan ................................................................... 66 Create the hub assignment plan ......................................................................... 66 Create the original consolidation plans ................................................................. 67 Use the stack to merge plans ............................................................................. 67 Analyze the results ........................................................................................... 68 Assess increase in the cross dock charge ............................................................. 69

Chapter 18. Continuous move modeling exercise .......................................................... 70

Model description ....................................................................................................... 70 Shipments ....................................................................................................... 70 Rates .............................................................................................................. 70 Analysis overview ............................................................................................. 70

Chapter 19. Create backhaul shipments ........................................................................ 72

Open an existing scenario ........................................................................................... 72


Open the existing scenario ................................................................................. 72 Create the backhaul shipments.................................................................................... 72

Create the backhaul shipment records ................................................................. 72 Modify the backhaul shipment records .......................................................................... 72

Add the backhaul shipment data ......................................................................... 72 Save the scenario ...................................................................................................... 72

Save the scenario ............................................................................................. 73

Chapter 20. Create the continuous move rates .............................................................. 74

Create required tariffs ................................................................................................ 74 Create the tariff ................................................................................................ 74 Create the remaining Lanes ............................................................................... 77 Update the cross dock charge ............................................................................. 78

Chapter 21. Solve the continuous move scenario .......................................................... 79

Tuning to support continuous moves ............................................................................ 79 Initial strategy file Changes for continuous moves................................................. 79 Solve the model and save the optimization log ..................................................... 79

Improve the continuous move model ........................................................................... 80 Examine the hub assignment ............................................................................. 80 Solve the model and save the optimization log ..................................................... 80

Filter to exclude new shipments................................................................................... 80 Solve the model and save the optimization log ..................................................... 81

BONUS: Tuning the use of FilterState ........................................................................... 81

Chapter 22. Equipment domicile modeling exercise ....................................................... 83

Model description ....................................................................................................... 83 Scenario Data ................................................................................................... 83 Rates .............................................................................................................. 83 Analysis Overview ............................................................................................. 83

Chapter 23. Create domicile .......................................................................................... 85

Open an existing scenario ........................................................................................... 85 Open the existing scenario, do the following ......................................................... 85

Create the domicile and exclude shipments ................................................................... 85 Create the new Carrier record ............................................................................ 85 Create the new Equipment Type record ............................................................... 85 Create the new Domicile record .......................................................................... 86 Exclude shipments not required .......................................................................... 86

Save the scenario ...................................................................................................... 86

Chapter 24. Create the rates for the domicile exercise .................................................. 87

Create the dedicated carrier rates ................................................................................ 87 Create the rates for the dedicated carrier ............................................................. 87

Chapter 25. Solve the domicile scenario ........................................................................ 90

Initial strategy file for domiciles ................................................................................... 90 Solve the model and save the optimization log ..................................................... 90

Create and test alternate domiciles .............................................................................. 90 Create the alternate Fort Wayne domicile ............................................................ 90 Solve with both domiciles .................................................................................. 91 Create the alternate Louisville domicile ................................................................ 92

Introduce the common carrier to the scenario ............................................................... 93 Create the lanes from the origins to destinations .................................................. 94 Create the lanes to and from the Fort Wayne hub ................................................. 95


Create the stop charge ...................................................................................... 96 Create the hub ................................................................................................. 97 Include only the Pittsburgh domicile .................................................................... 98 Solve the model with the Pittsburgh domicile and save the optimization log ............. 98 Improve the Solution......................................................................................... 99

Chapter 26. Carrier equipment availability modeling exercise ..................................... 100

Model description ..................................................................................................... 100 Scenario data ................................................................................................. 100 Parameter values ............................................................................................ 100 Rates ............................................................................................................ 100 Constraints .................................................................................................... 100 Analysis overview ........................................................................................... 101

Chapter 27. Create the carrier equipment availability scenario ................................... 102

Open an existing scenario ......................................................................................... 102 Open the existing scenario, do the following ....................................................... 102

Update the shipment IDs .......................................................................................... 102 Update the Shipment IDs ................................................................................. 102 Edit Optimizer Parameters file .......................................................................... 102

Set the domiciles ..................................................................................................... 103 Exclude all but the Pittsburgh domicile .............................................................. 103

Save the Scenario .................................................................................................... 103 Save the scenario ........................................................................................... 103

Chapter 28. Update the rates for the CEA exercise ...................................................... 104

Update the dedicated carrier rates ............................................................................. 104 Update the rates for the dedicated carrier .......................................................... 104

Update the cross dock charge on the hub ................................................................... 104 Update the cross dock charge ........................................................................... 104

Verify the tariff IDs .................................................................................................. 104 Determine the Tariff IDs .................................................................................. 104

Chapter 29. Create the carrier equipment availability constraints ............................... 105

Open an existing scenario ......................................................................................... 105 Open the existing scenario, do the following ....................................................... 105

Create the constraints .............................................................................................. 105 Create the required carrier records ................................................................... 105 Update the carrier records with the constraints ................................................... 105

Save the scenario .................................................................................................... 105

Chapter 30. Solve the CEA Scenario ............................................................................. 106

Initial Strategy File for Carrier Equipment Availability ................................................... 106 Solve the model.............................................................................................. 106

Adjust penalties to deliver shipments ......................................................................... 107 Update the PenaltyShipmentNotDelivered .......................................................... 107 Solve the model.............................................................................................. 107

Add Domicile Resource Constraints ............................................................................ 108 Update the domicile resource constraint ............................................................ 108

Add Tariff Service Constraints ................................................................................... 108 Create the required tariff records ...................................................................... 109 Create the required service record .................................................................... 109 Create the tariff service availability records ........................................................ 109 Update the tariff service availability record ......................................................... 109


Chapter 31. Dock scheduling modeling exercise .......................................................... 110

Model description ..................................................................................................... 110 Scenario data ................................................................................................. 110 Parameter values ............................................................................................ 110 Rates ............................................................................................................ 110 Constraints .................................................................................................... 111 Analysis overview ........................................................................................... 111

Chapter 32. Create the dock scheduling scenario ........................................................ 112

Open the existing scenario ........................................................................................ 112 Remove the constraints and domiciles ........................................................................ 112

Remove the constraints ................................................................................... 112 Exclude the domiciles ...................................................................................... 112 Edit optimizer parameters file ........................................................................... 113

Create the dock ....................................................................................................... 113 Create the dock .............................................................................................. 113 Create the dock at facility records ..................................................................... 113 Set the type of dock ........................................................................................ 114

Save the scenario .................................................................................................... 114

Chapter 33. Solve the dock scheduling scenario .......................................................... 115

Initial strategy file for dock scheduling ....................................................................... 115 Solve the model.............................................................................................. 115

Adjust the business hours at the dock ........................................................................ 116 Create the business hours ................................................................................ 116 Create the time windows for the business hours ................................................. 116 Set the time window ....................................................................................... 116 Assign the business hours to the dock and verify ................................................ 116

Set the time windows on the shipments ..................................................................... 117 Set the shipment time windows ........................................................................ 117

Add multiple docks per location ................................................................................. 117 Create the dock .............................................................................................. 117 Create the dock at facility records ..................................................................... 118 Set the type of dock ........................................................................................ 118 Create the business hours ................................................................................ 118 Create the time windows for the business hours ................................................. 118 Set the time window ....................................................................................... 118 Set the business hours at the docks .................................................................. 119

Enable the dock report ............................................................................................. 119 Enable the dock schedule report ....................................................................... 119

Restrict freight classes at the docks ........................................................................... 119 Create the commodities ................................................................................... 119 Set the commodity code on the shipments ......................................................... 120 Create the dock at facility commodity records .................................................... 120

Limit docks by equipment types ................................................................................ 120 Create the equipment type ............................................................................... 120 Create the dock at facility equipment type records .............................................. 121

Chapter 34. Tractor and Trailer Modeling Exercise ...................................................... 122

Model description ..................................................................................................... 122 Scenario data ................................................................................................. 122 Parameter values ............................................................................................ 122 Rates ............................................................................................................ 122 Analysis overview ........................................................................................... 122


Chapter 35. Create the rates for tractor - trailer modeling .......................................... 124

Create required tariffs .............................................................................................. 124 Create the truckload tariff ................................................................................ 124 Create the rate range ...................................................................................... 127

Add the equipment types to the rating database .......................................................... 127 Add the Equipment Types ................................................................................ 127 Associate the equipment types to the service ..................................................... 128

Chapter 36. Create data for the tractor - trailer exercise ............................................. 129

Create locations ...................................................................................................... 129 Add location data ............................................................................................ 129 Update LatLon and PostalCode.......................................................................... 130

Create shipments .................................................................................................... 130 Create carrier .......................................................................................................... 131 Create equipment types ........................................................................................... 131 Create domiciles ...................................................................................................... 131 Create domicile vehicle availability ............................................................................. 132 Update optimizer parameters .................................................................................... 132 Save scenario.......................................................................................................... 132

Chapter 37. Solve the tractor - trailer scenario ............................................................ 133

Initial strategy file for tractor - trailer ......................................................................... 133 Solve the model and save the optimization log ................................................... 135

Evaluate addition of the common carrier ..................................................................... 135 Add the common carrier .................................................................................. 135 Add the equipment type for the common carrier ................................................. 135 Add the common carrier rates .......................................................................... 135

Force assignment of a carrier .................................................................................... 138 Solve the model with the carrier assignment and save the optimization log ............ 138

Expand the dedicated fleet ........................................................................................ 138 Delete the common carrier ............................................................................... 138 Add the new equipment types for the dedicated fleet .......................................... 139 Add the rates for the expanded dedicated fleet ................................................... 140

Introduce a new domicile .......................................................................................... 142 Create the domicile vehicle availability records ................................................... 142 Delete the old domicile and domicile vehicle availability records ............................ 142 Solve the model with the new haven domicile and save the optimization log .......... 143 Force the equipment type ................................................................................ 143

Chapter 38. Green modeling exercise .......................................................................... 145

Model description ..................................................................................................... 145 Scenario data ................................................................................................. 145 Parameter values ............................................................................................ 145 Rates ............................................................................................................ 146 Analysis overview ........................................................................................... 146

Chapter 39. Create the rates for green report modeling .............................................. 147

Create required tariffs .............................................................................................. 147 Create the truckload tariff ................................................................................ 147

Add the green charge to the rating database ............................................................... 150 Add the CO2 master charge ............................................................................. 150 Add the CO2 charge to the tariff ....................................................................... 150 Add the CO2 rate ............................................................................................ 150


Chapter 40. Create data for the green reporting scenario ............................................ 152

Create locations ...................................................................................................... 152 Add location data ............................................................................................ 152 Update LatLon and PostalCode.......................................................................... 153

Create shipments .................................................................................................... 153 Update optimizer parameters .................................................................................... 154 Save scenario.......................................................................................................... 154

Chapter 41. Solve the green report scenario ............................................................... 155

Strategy file for Green Report ................................................................................... 155 Solve the model and save the optimization log ................................................... 155 Review the load charges .................................................................................. 155

Generate the Green Reports ...................................................................................... 156 Export scenario data to the Access Rating Tool ................................................... 156 Set-up the green reports input parameters ........................................................ 156 Generate the green report data ........................................................................ 156 Display the Green Reports ............................................................................... 156

Evaluate addition of the dedicated fleet ...................................................................... 157 Add the dedicated fleet .................................................................................... 157 Add the equipment type for the dedicated fleet .................................................. 157 Add the dedicated fleet rates ............................................................................ 158 Add the dedicated fleet scenario to the Green Reports ......................................... 160

Evaluate the solution without the green charges .......................................................... 161 Remove the green charges ............................................................................... 161 Solve the model without the green charges and save the optimization log ............. 161

Expand the dedicated fleet ........................................................................................ 162 Add the new equipment types for the dedicated fleet .......................................... 162 Add the rates for the expanded dedicated fleet ................................................... 163 Add the Trailer Domicile scenario to the Green Reports ........................................ 165

Analysis of the three scenarios .................................................................................. 166 GHG Costing report ......................................................................................... 166 CO2 Emissions report ...................................................................................... 166

Add a freight surcharge ............................................................................................ 166 Create the surcharge percentage ...................................................................... 166 Create a master surcharge ............................................................................... 167

Index ........................................................................................................................... 170

Introduction

JDA Transportation Modeler Getting Started 1 1995-2013 JDA Software Group, Inc.- Confidential

Chapter 1. Introduction This guide provides overviews, illustrations, procedures, and examples for JDA Transportation Modeler. Transportation Modeler is an analytical and managerial tool that you can use to identify business opportunities for your company by:

Analyzing shipment data.

Optimizing business scenarios using the Solver engine.

Creating reports to illustrate potential savings.

In other words, it is a decision support tool that when blended with your logistics, industry and modeling expertise helps you to make the best decisions for your business. You can use Transportation Modeler with other tools in the JDA suite.

Use Transportation Modeler Transportation Modeler uses shipment data from various sources. After mapping this raw input data to its internal tables, Transportation Modeler can optimize this data. The Transportation Modeler then generates reports that you can view on screen or print as maps and charts, or save as reports to files.

With Transportation Modeler, you can:

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

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

Perform what-if analysis by repeatedly reworking shipment data in different scenarios. What-if analysis shows you or your customers what business improvements are possible.

Create multiple optimization scenarios for one model using the Solver engine. Apply operational parameters such as delivery days, hours, and maximum load weight. Optimize the scenarios to see how they compare to the original data and cost.

Identify sophisticated less-than-truckload (LTL), truckload (TL), and 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 are analyzing and of the assumptions that you are using to construct the representative model in Transportation Modeler.

For more information, see the Transportation Modeler User Guide.

Introduction


Transportation Modeler process The following diagram illustrates the transportation modeler process flows in Transportation Modeler.

Analyze data using Transportation Modeler This is a typical process followed by Transportation Modeler to analyze 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

Start Transportation Modeler Select Start > Programs > JDA Transportation Modeler 8.0.0.0> Transportation Modeler.

Alternate steps:

Navigate to the Transportation Modeler directory (by default, C:\jda\tmod\8.0.0.0), then double-click TM32.exe.

Introduction


Open a DOS Window. Change the directory to the one in which you installed Transportation Modeler (by default, C:\jda\tmod\8.0.0.0). On the command line, enter TM32.exe.

Note: The first time that you start Transportation Modeler, you must register your software. For more information, see the JDA Transportation Modeler Installation Guide.

Exit Transportation Modeler 1. Select File > Exit from the main menu.

Alternate steps:

Press the Alt-F4 function keys.

Select the window close button at the top right of the application window.

Before exiting, Transportation Modeler checks to see if:

Any new model results (aggregate tables, maps, or summary views) are created.

Any updates made to model results that are currently open.

Any changes made to the current scenario.

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

Modeling exercise overview This guide provides a series of modeling exercises to help you understand how to:

1. Enter and edit data in Transportation Modeler.

2. Build tariff data using the Access Rating Tool provided with Transportation Modeler.

3. Analyze results of a Transportation Modeler optimization.

The guide uses a set of cumulative exercises:

"Truckload modeling exercise" (on page 6): In this exercise, you examine the shippers network and evaluate creation of multi-pick and multi-drop truckloads. The goal is to analyze potential savings by building better truckloads across the shipper's network.

"LTL modeling exercise" (on page 45): This exercise expands the study by adding a less-than-truckload (LTL) carrier. You learn about LTL discounts and the effects of freight classes.

"Hub modeling exercise" (on page 55): In this exercise, you examine the possible benefits of utilizing a hub for consolidation and deconsolidation opportunities.

"Continuous move modeling exercise" (on page 70): This exercise introduces the concept of continuous moves, in which you evaluate how best to transport backhaul shipments.

"Equipment domicile modeling exercise" (on page 83): This exercise introduces the concept of equipment domiciles. You add domiciles to you model and evaluate their impact.

"Carrier equipment availability modeling exercise" (on page 100): In this exercise, you introduce constraints on the resources in the scenario. These constraints are applied at the carrier, tariff-service and lane levels.

"Dock scheduling modeling exercise" (on page 110): This exercise introduces docks and the scheduling requirements for docks. You observe the impact of the scheduling constraints imposed by docks.

Introduction


For the Truckload Modeling Exercise, you are provided with complete instructions on how to create the shipments, locations and tariff data required. You build the tariffs using the TariffConverterExcelTemplate.xls Excel spreadsheet that is part of the access rating tool. You can then convert them to a Microsoft Access format database using the TariffConverter.mdb. You can create the locations and shipments in Transportation Modeler. You will learn how to set up Transportation Modeler solver options and edit the strategy and parameter files that control solver behavior.

In subsequent exercises, you are provided with overviews of the new or updated data requirements. You will create and edit tariffs in the access rating tool. In some cases, you need to add shipment data in Transportation Modeler and you will work with strategies and parameters to adjust how the solver behaves.

For all exercises, a series of questions are provided to help you learn how to analyze Transportation Modeler optimization results and how to adjust rates, strategies and parameters to affect the solver behavior.

Related documentation The Transportation Modeler documentation set includes the following items.

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

Transportation Modeler Installation 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 you can use with the Transportation Modeler strategy files. It also contains descriptions of the global parameters that you set to control Transportation Modeler.

Transportation Modeler Getting Started: Provides an introduction to the Excel 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 information about how to use the Distance Engine generation tool.

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

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

Introduction


Access to the JDAUser website (http://www.jdauser.com), which provides:

Self-service user administration

Online knowledge base

Online case management and user communities

Product documentation and release announcements

JDA Education 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 opportunities. 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 expertise. JDA Consulting Services works collaboratively with you to help your business realize the results you need, on time and on budget.

JDA Cloud Services

JDA Cloud Services enables you to achieve faster deployment, rapid time to value, investment protection, 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/).

Truckload modeling exercise


Chapter 2. Truckload modeling exercise This chapter provides an outline of the Truckload exercise. A description of the modeling problem, as well as the basic data, is provided.

Model description A shipper needs to be able to deliver a set of shipments from his distribution centers in Pennsylvania and Ohio to multiple stores throughout the country. He is contracted with a single truckload carrier that delivers all his truckload moves. Ideally, the shipper would like to minimize his transportation costs by using Transportation Modelers optimizer to create multi-pick and multi-drop truckloads. Currently, the shipper only consolidates at the DC since each DC operates its own outbound transportation plans and the shipper does not have good visibility across all its supply locations. This exercise helps analyze potential savings by building better truckloads across the shipper's network.

Shipments The shipment data is listed as follows:

Note: All shipments should be created with a Freight Class of 50.

Pittsburgh, PA 15219 to Detroit, MI 48206

1 at 20,000 lbs

1 at 5,000 lbs

Pittsburgh, PA 15219 to Chicago, IL 60608

1 at 10,000 lbs

Pittsburgh, PA 15219 to Indianapolis, IN 46204

1 at 10,000 lbs

Pittsburgh, PA 15219 to Louisville, KY 40217

1 at 10,000 lbs

1 at 5,000 lbs

Pittsburgh, PA 15219 to Gary, IN 46402

1 at 10,000 lbs

Cleveland, OH 44101 to Detroit, MI 48206

1 at 10,000 lbs

1 at 10,000 lbs

Cleveland, OH 44101 to Chicago, IL 60608

1 at 10,000 lbs

Cleveland, OH 44101 to Indianapolis, IN 46204

1 at 10,000 lbs

Cleveland, OH 44101 to Louisville, KY 40217

1 at 10,000 lbs

1 at 5,000 lbs

Cleveland, OH 44101 to Gary, IN 46402

1 at 10,000 lbs

Truckload modeling exercise


Rates The rates for the particular moves are listed as follows:

Note: All stop charges are $50/stop.

PA - MI $1.20/mile

PA - IL $1.40/mile

PA - IN $1.00/mile

PA - KY $1.10/mile

OH - MI $1.40/mile

OH - IL $1.50/mile

OH - IN $1.20/mile

OH - KY $0.75/mile

The truckload carrier can carry up to 40,000 pounds per truckload on all moves.

It runs typical DOT rules: 11 hours driving, 10 off-duty, 10 hours off-duty max, and 14 max total on-duty.

Analysis overview The information provided in the description above should be enough to answer this set of questions.

1. The shipper in question would like to see a baseline of their current operation before looking at the possibility of consolidating the multiple origins in Pittsburgh and Cleveland. The shipper would like you to provide a strategy file, parameter file, and optimization log that describe the baseline behavior. The shipper runs both same origin same destination truckloads and same origin multiple destination truckloads. The strategy file should be as simple as possible and the parameter file should not limit any potential cost effective moves.

Plan out your strategy before creating a strategy file. Users often jump into solving before coming up with an effective way to solve the problem. Write up a general approach to solving this particular problem and ensure you keep it for your solution. (For example: "Since I need to combine similar origins and destinations, I should run a __________________, and it should be run third after this other strategy."). Once you do this, you should implement your approach by creating a strategy file.

Run a baseline scenario that only consolidates single origin to multiple destinations. Use the baseline strategies and parameters provided in the example.

Run the modified baseline scenario that allows you to adjust strategies and parameters to improve your answer. This answer is the least cost plan shipping single-pick multi-drop loads.

2. The shipper now wants to see the cost improvement, if any, by attempting to run multiple pick TL's between Cleveland and Pittsburgh. Since we told the client that there were efficiencies in multi-pick scenarios for their network, the goal is for this to be shown.

Come up with your best answer for the client considering multi-picks across origins. How much has the answer improved? Again, save the answers.

Create the TL rates with the rating spreadsheet


Chapter 3. Create the TL rates with the rating spreadsheet In this chapter, you will use the access rating tool, a Microsoft Access and Excel-based tariff editor for Transportation Modeler, to create the network of lanes required to move the goods represented by Transportation Modeler shipments. This rating engine provides the same rates as the rating engine you created in Costs and Network of Lanes with Stand-Alone Rate Editor.

Rating tool overview This section of the rating tutorial provides overviews, illustrations, procedures and examples for the access rating tool.

The TariffConverterExcelTemplate.xls file contains the fields you can populate in support of your modeling requirements. This file contains a set of worksheets: TL, LTL, SmallPackage, RateRange and Hub. The current truckload problem will require you to enter relevant details in the TL worksheets.

Caution: JDA recommends that you create a copy of the TariffConverterExcelTemplate.xls file. Do not change the field names in TariffConverterExcelTemplate.xls. Do not copy data from another spreadsheet or worksheet to paste into the cells in the TariffConverterExcelTemplate.xls file. Many of the cells in the template spreadsheet are defined with a specific format. Copying and pasting data can result in a change in data types and error during conversion to the Access database format.

Once you enter the rates in the Excel spreadsheet, you will use the TariffConverter.mdb, an Access-format database, to convert the rates into an Access-based rating engine. This database contains a set of rating tables into which the spreadsheet data is populated using an Access macro. You can then set up Transportation Modeler to use the Access database as its rating engine.

Create required tariffs In this section, you can create the tariffs that are required to rate the shipments. To create the tariffs:

1. Enter the data for the carrier, tariff, service and rates.

2. Convert the data into an Access-format rating database.

Create a TL Tariff You can enter all required data onto the TL worksheet in the TariffConverterExcelTemplate.xls spreadsheet. Each record on this worksheet represents a lane, complete with its carrier/tariff/service information.

Create the TL tariff 1. Open the TariffConverterExcelTemplate.xls spreadsheet.

2. Select the TL worksheet.

3. For the first record, enter the data as shown in the following table.

Caution: Do not change the field names in TariffConverterExcelTemplate.xls. Do not copy data from another spreadsheet or worksheet to paste into the cells in the TariffConverterExcelTemplate.xls file. Many of the cells in the template spreadsheet are defined with a specific format. Copying and pasting data can result in a change in data types and error during conversion to the Access database format.

Note: If no value is required, leave the field value blank. This results in the tool accepting the default value:



Field Description Value

Carrier The identifier for the carrier. TLCARR

Service The name of the mode definition. You are defining a truckload tariff. TL

Tariff The tariff for the tariff service. If you do not define a Tariff value, the conversion macro will concatenate the Carrier value with the Service value to define the Tariff.

Equipment Describes the equipment used for the movement.

RateCode Use this field to specify a RateCode for the carrier/tariff/service/charge that already exists in the database. This enables you to define new lanes that use this RateCode. You can define multiple rows (multiple lanes) with the same RateCode.

If you set the RateCode to *, the rating engine applies it to all lanes.

If you leave the RateCode blank, the conversion macro in the Access database will create a unique RateCode for each lane.

DivisionCode Use this field to specify the division for the tariff records.

UOMType This field is the Unit of Measure Type. It needs to be in imperial units since the rates are based on miles and the weight constraints are based on pounds.

Imperial

DimWeightFactor

Defines the factor that the rating engine uses to calculate dimensional weight. It multiplies/divides the volume by the factor to find the dimensional weight. It is only used when Lookup Type is set to Weight. If you do not enter a value for this field, it defaults to 1. 0 is not permitted.

UnitDivideFactor

This field is the factor by which the ChargeType needs to be divided before determining the number of units and applying the PerUnit charge.

The default value is 1.

ChargeType Indicates the measure on which the charge is levied. In other words, if the ChargeType is Distance, the charge is levied per distance unit, such as per mile.

Distance

LookupType If you specify a value for this field, the rating engine uses this unit type to determine the cost per unit. It then multiplies this cost by the number of units of the specified ChargeType to get a total cost. If you do not specify a value for this field, the rating engine defaults it to the ChargeType value.

LookAheadRule

Determines if the rating engine can select a rate at the previous or next given range break. The additional or reduced amount of quantity multiplied by the rate at the new range break must be cheaper than the current quantity multiplied by the rate at the current range break. Valid values are:

LookAhead

LookBack

Disabled

The default value, if the field is not populated is Disabled.

RateType Identifies the method in which the rate is applied. For example, you can apply a rate as a PerUnit (such as charging a rate per mile) or as a FlatCharge.

PerUnit

TeamDriver Determines whether or not the team drivers are used.

MinCharge Identifies a minimum charge that must be levied.

MinChargeL Use this field to define if the MinCharge is at the Service level, Charge




ocation level, or Rate level.

PerUnitOrPercentOrFlatCharge

Specifies the rate that is levied. For the lane from PA to MI, the value is 1.2.

1.2

RateRangeID

This field is the RateRangeID value from the RateRange worksheet when using a rate range.

OriginHubID Identifies the Hub at which the lane originates. In this example, the lanes are state to state and no hub is required.

OriginPostalCode

Identifies the Postal Code at which the lane originates.

OriginPostalCode EndRange

If you are specifying a Postal Code range for the origin, use the OriginPostalCode and this field to specify the range within which the lane originates.

OriginState Identifies the State in which the lane originates. PA

OriginCountry

Identifies the Country in which the lane originates. USA

DestHubID Identifies the Hub at which the lane terminates. In this example, the lanes are state to state and no hub is required.

DestPostalCode

Identifies the Postal Code at which the lane terminates.

DestPostalCodeEndRange

If you are specifying a Postal Code range for the origin, use the DestPostalCode and this field to specify the range within which the lane terminates.

DestState Identifies the State in which the lane terminates. MI

DestCountry Identifies the Country in which the lane terminates. USA

TransitTime Used to define the time (number of transit days) required to complete the movement (the schedule).

PointToPointOr RoundTrip

Determines whether the lane is modeled as a Point to Point lane or a Round Trip lane. In this case, you are modeling point to point tariffs. Empty miles are not being rated, so the point to point tariff rates the loaded miles for the movement.

PointToPoint

EligibleFor ContinuousMoves

This is a boolean field (accepts Y or N). You use it to determine if the carrier movement between the origin-destination pair is eligible for continuous moves (trips). The default is N. In this case, you are not modeling trips, so you can accept the default.

Note: This field also accepts T (for True) or F (for False)

F

MinimumValue1

Specifies the minimum value, in units specified by MinMaxValueType1, above which the tariff must be applied.

MaximumValue1

Specifies the maximum value, in units specified by MinMaxValueType1, for the movement. In this case, movements are limited to 40,000 pounds.

40000

MinMaxValueType1

This value identifies the unit on which the MinimumValue1 and MaximumValue1 restrictions are applied.

Weight

MinimumValue2

Specifies the minimum value, in units specified by MinMaxValueType2, above which the tariff must be applied.

MaximumValue2

Specifies the maximum value, in units specified by MinMaxValueType2, for the movement.




MinMaxValueType2

This value identifies the unit on which the MinimumValue2 and MaximumValue2 restrictions are applied.

Addition Minimum/Maximum fields

There are a total of 5 sets of Minimum/Maximum ranges in the spreadsheet. This exercise uses only the first set.

Other Comments

This field enables you to enter optional comments detailing the tariff information.

Create the remaining lanes Use the same process to create the remaining seven lanes and their rates required for the Truckload problem. The values for the records are displayed in the following table:

Field Record 2 Record 3 Record 4 Record 5 Record 6 Record 7 Record 8

Carrier TLCARR TLCARR TLCARR TLCARR TLCARR TLCARR TLCARR

Service TL TL TL TL TL TL TL

Tariff blank blank blank blank blank blank blank

Equipment blank blank blank blank blank blank blank

DivisionCode blank blank blank blank blank blank blank

RateCode blank blank blank blank blank blank blank

UOMType Imperial Imperial Imperial Imperial Imperial Imperial Imperial

DimWeight Factor

blank blank blank blank blank blank blank

UnitDivide Factor


ChargeType Distance Distance Distance Distance Distance Distance Distance

LookupType blank blank blank blank blank blank blank

LookAheadRule


RateType PerUnit PerUnit PerUnit PerUnit PerUnit PerUnit PerUnit

TeamDriver blank blank blank blank blank blank blank

MinCharge blank blank blank blank blank blank blank

MinCharge Location


PerUnitOr PercentOrFlat Charge

1.4 1 1.1 1.4 1.5 1.2 0.75

RateRangeID blank blank blank blank blank blank blank

OriginHubID blank blank blank blank blank blank blank

OriginPostal Code


OriginPostal CodeEndRange




Field Record 2 Record 3 Record 4 Record 5 Record 6 Record 7 Record 8

OriginState PA PA PA OH OH OH OH

OriginCountry

USA USA USA USA USA USA USA

DestHubID blank blank blank blank blank blank blank

DestPostalCode


DestPostalCodeEndRange


DestState IL IN KY MI IL IN KY

DestCountry USA USA USA USA USA USA USA

TransitTime blank blank blank blank blank blank blank

PointToPointOr RoundTrip

PointTo Point

PointTo Point

PointTo Point

PointTo Point

PointTo Point

PointTo Point

PointTo Point

EligibleFor Continuous Moves

F F F F F F F

MinimumValue1


MaximumValue1

40000 40000 40000 40000 40000 40000 40000

MinMaxValue Type1

Weight Weight Weight Weight Weight Weight Weight

MinimumValue2


Maximum Value2


MinMaxValue Type2


Other Comments


Create the charge for stops For this rating model, a charge of $50 is levied at every stop. Create the record using the values in the following table:

Field Record 9

Carrier TLCARR

Service TL

Tariff blank

Equipment blank

DivisionCode blank

RateCode *

UOMType Imperial

DimWeightFactor blank

UnitDivideFactor blank



Field Record 9

ChargeType Stops

LookupType blank

LookAheadRule blank

RateType PerUnit

TeamDriver blank

MinCharge blank

MinChargeLocation blank

PerUnitOrPercentOrFlatCharge

50

RateRangeID blank

OriginHubID blank

OriginPostalCode blank

OriginPostalCodeEndRange blank

OriginState blank

OriginCountry blank

DestHubID blank

DestPostalCode blank

DestPostalCodeEndRange blank

DestState blank

DestCountry blank

PointToPointOrRoundTrip blank

EligibleForContinuousMoves

F

MinimumValue1 blank

MaximumValue1 blank

MinMaxValueType1 blank

MinimumValue2 blank

Maximum Value2 blank

MinMaxValueType2 blank

Other Comments blank

Convert the data to a rating database Transportation Modeler provides an Access database that you can use to convert the data entered into the Excel spreadsheet into an Access-based rating engine. This database, TariffConverter.mdb, contains both the tables into which the rating data is populated and a macro that converts your Excel data.

Convert the excel data to a rating database 1. Save the TariffConverterExcelTemplate.xls spreadsheet in which you entered the rating data. 2. Open the TariffConverter.mdb file.

3. Select Macros.



4. Select the Convert Excel Data macro and click Run. The Convert Excel Data dialog box is displayed.

Alternate step:

Select Database Tools > RunMacro. Select Convert Excel Data and click OK.

5. Enter the Excel spreadsheet path and filename or click Browse and navigate to the Excel TariffConverterExcelTemplate.xls spreadsheet and click Select.

6. Enable the Delete Existing Data option.

7. Click Convert. The data is converted and the conversion progress is displayed. The dialog indicates Conversion Complete when the process is finished.

8. Click Close.

Set the base currency You must establish the currency to be used as the systems base currency. The base currency will have an exchange rate of 1. All other currency exchange rates are recalculated based on any change to the exchange rate of the base currency.

Specify the base currency 1. Open the TariffConverter.mdb file.

2. Select Macros.

3. Select the Entity Manager and click Run. The Entity Manager dialog box is displayed.

4. Expand the Currencies node.

5. Select USD as currency, right-click and select Make Base Currency. The Exchange Rate for the currency is set to 1. The exchange rates for any other currencies are recalculated based on the change to the base currency.

Acceptable field values A number of the fields in the Excel spreadsheet and in the Access database, such as ChargeType and UOMType, have a limited set of acceptable values. The TariffConverter.mdb file contains a page with acceptable values for a number of the fields in the Excel spreadsheet.

View the acceptable field values in the Access database 1. Open the TariffConverter.mdb file. 2. Select Macros.

3. Select the Convert Excel Data macro and click Run. The Convert Excel Data dialog box is displayed.

4. Click View Possible Column Values. A page with the acceptable values for enumerated fields is displayed.

5. Click Close to return to the Convert Excel Data dialog box.

Following are the Acceptable field values:

ChargeType and LookupType

DeclaredValue

UnloadedDistance

TotalDistance

Distance(Same as TotalDistance)



FreightCosts

UserInput

Loads

OrderValue

Pieces

Stops

Shipments

Skids

Volume

Weight

ElapsedTime

LoadingTime

TotalWaitingTime

LoadedDistance

DirectDistance

OutOfRouteDistance

FixedItineraryDistance

InitialRepositioningDistance

InTransitUnloadedDistance

ReturnDistance

DrivingTime

OnDutyTime

OffDutyTime

UnloadingTime

PrimaryStops

WeekendBreakTime

TrailerDistance

MinMaxValueType

Pieces

Stop

Weight

Volume

Skid

Shipment

Load

ShipmentValue

OrderValue

LadenLength



ElapsedTime

ContainerWeight

ContainerLength

ContainerWidth

ContainerHeight

TotalWaitHours

UOMType

Imperial

Metric

RateType

Flat

Percentage

PerUnit

Allow Pick/Drop

Yes

No

Conditional

MinChargeLocation

Service

Charge

Rate

True/False, Yes/No

T

Y

F

N

LookAheadRule

LookAhead

LookBack

Disabled

Create locations and shipments


Chapter 4. Create locations and shipments This chapter provides information on Transportation Modeler scenarios and how to build model data and create location and shipment records using the Transportation Modeler user interface.

Understand Transportation Modeler data These topics provide information about the data that Transportation Modeler uses.

Scenarios A scenario is a database of Transportation Modeler. Scenarios consist of models and plans containing data that was either entered, imported, or system- generated. For this modeling exercise, you create a new scenario that stores the location and shipment information defined in this exercise.

Models are combinations of data tables. Data tables allow you to view and edit records. Viewing the data in a model helps you to analyze data and optimize business strategies.

Plans are system-generated records that allow you to view the results of optimizing. Plans rely on the information you input into the model. There are a number of ways to view the model results. You can display maps, summary views and aggregated data.

The building blocks of models and plans are records, which represent real-world elements.

Note: Not all input tables are required. The self-paced training will guide you through the necessary steps to create a valid scenario for optimization and result analysis.

Create a new scenario 1. Open Transportation Modeler.

2. Select File > New from the main menu. Or click New on the toolbar.

3. Select File > Save As. The Save As dialog box is displayed.

4. Navigate to the folder in which you want to save the file.

5. Enter a name for your scenario file and select Transportation Modeler scenarios files (*.tm) from the Save as Type drop-down list.

Note: You can save a scenario as a Microsoft Access database by selecting Access Database (*.mdb) from the Save as Type drop-down list. This creates a Microsoft Access database file into which Transportation Modeler exports all information from the scenario.

Entities Entities are the building blocks of a Transportation Modeler shipment network. They are single-keyed records in which the key value must be unique across all tables.

Entity requirements The minimum requirement for optimization is to have Locations and Shipments defined. For this exercise, since all locations in the model are assumed to be open 24/7 (24 hours a day, 7 days a week), you do not have to model default business hours. Transportation Modeler assumes that if a location does not have business hours associated with the location, then that location is open 24/7. In the case where locations have specific business hours, you must model time windows and business hours.

Create locations The first step in creating a data model is to create the location entities. Locations are the origins and destinations of goods flowing through the transportation network. Each location must have a valid country code, and:

Create locations and shipments


city/state or postal code, or

city/state/postal code, or

lat/lon position.

It is better to provide as much information as possible about the location, since the distance retrieval process between loca

Documents

TransportationModeler Getting Started 8.0.0.0