TransportationModeler User Guide 8.0.0.0

User Guide JDA Transportation Modeler Release 8.0.0.0

JDA Software Group, Inc.

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

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

Chapter 2. Graphical user interface ................................................................................. 5 Main menu .................................................................................................................. 5 Toolbars ..................................................................................................................... 5

Main toolbar ....................................................................................................... 5 Query toolbar ..................................................................................................... 6 Map toolbar ........................................................................................................ 6

Shortcut menus ........................................................................................................... 7 Main shortcut menu ............................................................................................ 7 Query view shortcut menu ................................................................................... 7 Data view shortcut menu ..................................................................................... 7

Control center ............................................................................................................. 7 System tab ........................................................................................................ 7 Scenario tab ....................................................................................................... 7 Set control center docking ................................................................................... 7 Status bar .......................................................................................................... 8 Editable and non-editable fields ............................................................................ 9 Multi-state buttons .............................................................................................. 9

Chapter 3. Transportation Modeler data ........................................................................ 10 Scenarios ................................................................................................................. 10

Create a new scenario ....................................................................................... 10 Open a scenario ................................................................................................ 10 Scenario components ........................................................................................ 11

Entities ..................................................................................................................... 11 Entity requirements .......................................................................................... 11

Relationships ............................................................................................................ 12 Attributes ................................................................................................................. 14 Data hierarchy in Transportation Modeler ..................................................................... 14 Data dependencies .................................................................................................... 14

Upstream dependencies ..................................................................................... 18 Downstream impacts ......................................................................................... 18

Chapter 4. Import and Export Data ................................................................................ 21 Import data .............................................................................................................. 21 Import requirements .................................................................................................. 21

Data type considerations ................................................................................... 21 Import order ............................................................................................................. 22

Import order for detail tables ............................................................................. 22 Import order for optional detail tables ................................................................. 23

Import wizard ........................................................................................................... 23 Import data with the import wizard ..................................................................... 23 Use import wizard hints ..................................................................................... 24

Classic import ........................................................................................................... 24 Import data with classic import .......................................................................... 25


Select the database to import data ..................................................................... 25 Select the table for Import ................................................................................. 26 Map and Unmap import fields ............................................................................. 26 Map import fields .............................................................................................. 26 Unmap import fields .......................................................................................... 26 Specify import options ....................................................................................... 26 Import results .................................................................................................. 27

Batch import ............................................................................................................. 28 Import tables with batch import .......................................................................... 28 Error reporting during batch import ..................................................................... 29

Export data ............................................................................................................... 30 Export wizard ............................................................................................................ 30

Export data with the export wizard...................................................................... 30 Classic export............................................................................................................ 31

Export data with classic export ........................................................................... 32 Select the database for export ............................................................................ 32 Select the table for export ................................................................................. 33 Create a new table for export ............................................................................. 33 Map and Unmap export fields ............................................................................. 33 Export results ................................................................................................... 34

Export selected records .............................................................................................. 34 Batch export ............................................................................................................. 34

Export tables with batch export .......................................................................... 34 Cancel a table export ........................................................................................ 36 Overwrite existing tables ................................................................................... 36 Event log ......................................................................................................... 36 Print the event log ............................................................................................ 37

Configure an ODBC data source ................................................................................... 37 Flat file export ........................................................................................................... 38 Schema file ............................................................................................................... 39

Schema file components .................................................................................... 39 Specify the delimiter ......................................................................................... 39 Date and time format specifications .................................................................... 39

Chapter 5. Data Utilities ................................................................................................ 51 Use data utilities ........................................................................................................ 51 Location translation tables .......................................................................................... 51

Location translation database ............................................................................. 52 Load and Reload location tables .......................................................................... 52 CityLat/Lon utility table .................................................................................... 52 PostalCodeLat/Lon utility table .......................................................................... 52

Data utilities options .................................................................................................. 53 Access locations and distances .................................................................................... 53

Map option ....................................................................................................... 54 Table option ..................................................................................................... 54 Batch option ..................................................................................................... 54 Set the City, Postal Code, or LatLon fields in the Locations and Hubs tables in query view ...................................................................................................................... 54

Chapter 6. Work with Data ............................................................................................ 55 View data in tables .................................................................................................... 55

Query view ...................................................................................................... 55 Data view ........................................................................................................ 55 Switch between views ....................................................................................... 55

Select records ........................................................................................................... 55 Specify entity, attribute, or all entities for queries ................................................. 55 Select groups of entities based on attributes ........................................................ 56 Select or Deselect all entities or attributes ........................................................... 56


Key field search ................................................................................................ 56 Display properties ...................................................................................................... 57

Set the display order ......................................................................................... 58 Shortcut .......................................................................................................... 58 Set the precision level ....................................................................................... 58 Set the sort order ............................................................................................. 59 Ascending/Descending sort order ........................................................................ 59

Save user-defined data view formats ........................................................................... 60 Query a data table ..................................................................................................... 60

Create a query ................................................................................................. 60 Narrow the results of your query ........................................................................ 60

Create records .......................................................................................................... 61 Create an entity using new ................................................................................ 61 Create an entity using copy ................................................................................ 61 Create a relationship using new .......................................................................... 62 Create a relationship using copy ......................................................................... 62

Define an attribute ..................................................................................................... 63 Assign attributes to entities ................................................................................ 63 Assign and unassign attributes in detail tables ...................................................... 64 Unassign an entity attribute from records in the detail table ................................... 64

Modify records........................................................................................................... 65 Add data .......................................................................................................... 65 Modify data ...................................................................................................... 65

Delete records ........................................................................................................... 66 Validate data ............................................................................................................. 66

Field level check ............................................................................................... 66 Record level check ............................................................................................ 67 Verify data as valid ........................................................................................... 67 Check for valid records ...................................................................................... 68

Chapter 7. Optimize ....................................................................................................... 69 Set up to optimize ..................................................................................................... 69

Data requirements for optimization ..................................................................... 69 Set solver options ............................................................................................. 70

Strategies ................................................................................................................. 71 Optimize a scenario ................................................................................................... 71

Cancel optimization during an optimization run ..................................................... 71 Control and solver status during optimization ................................................................ 72

Solver Progress Fields ....................................................................................... 72 Understand optimization results .................................................................................. 72

Calculate Load and Trip Distances ....................................................................... 72 What to do after a model optimization .......................................................................... 73

Cancel the solution............................................................................................ 74 Update the solution ........................................................................................... 74 Save the solution .............................................................................................. 74 Write XML files from Transportation Modeler ........................................................ 74

Batch processing scenarios ......................................................................................... 75 Batch file definition ........................................................................................... 75 Use batch processing with Transportation Modeler ................................................ 77

Set logging configuration ............................................................................................ 77 Enable or disable loggers ................................................................................... 77 Set the log level for a specific logger ................................................................... 77

Chapter 8. Solver Options .............................................................................................. 78 Edit solver options ..................................................................................................... 78

Edit Solver options ............................................................................................ 78 Optimizer ......................................................................................................... 78 Rating ............................................................................................................. 79


General rating options ....................................................................................... 80 Rating engine options ........................................................................................ 80 Distance .......................................................................................................... 81

Save solver options .................................................................................................... 83 Load solver options .................................................................................................... 83

Chapter 9. Tariffs and Rating overview .......................................................................... 84 Tools to create tariffs ................................................................................................. 84 Build tariffs ............................................................................................................... 84

Create carriers ................................................................................................. 84 Create tariffs .................................................................................................... 85 Create services ................................................................................................. 85 Create charges (conditions) ............................................................................... 85 Create ranges................................................................................................... 85 Create rates ..................................................................................................... 86 Create lanes ..................................................................................................... 86 Create delivery schedules .................................................................................. 89 Create surcharges ............................................................................................. 90 Create freight class cross references ................................................................... 90 Define engines ................................................................................................. 90 Exchanges ....................................................................................................... 91 Hubs ............................................................................................................... 91

Domicile rating and continuous move rating .................................................................. 91 Domicile rating example .................................................................................... 92

Time-based rating ..................................................................................................... 92 Time-based rating units ..................................................................................... 92 Route with time-based rating ............................................................................. 94 Restrictions on service, equipment type, lane ....................................................... 94 Rating and scheduling with time-based rating ....................................................... 95

Equipment type rating ................................................................................................ 96 Weekend and holiday scheduling ................................................................................. 96

Weekend/Holiday scheduling flag ........................................................................ 97 Weekend / holiday scheduling with delivery schedules ........................................... 98

Support for export of Transportation Manager Oracle rating engine to access .................... 98 Configure the oracle ODBC system DSN for the Transportation Manager database .... 99 Import the Transportation Manager data into access ............................................. 99 Configure the access database as the Transportation Modeler rating source ........... 101

Chapter 10. View Results in Load Plan Explorer .......................................................... 102 Open load plan explorer ........................................................................................... 102 Load plan explorer display key .................................................................................. 102 View shipments in the load plan explorer .................................................................... 102

View shipments .............................................................................................. 102 View shipment details ...................................................................................... 103

View unroutables, loads, and trips in the load plan explorer .......................................... 103 View unroutables, loads, and trips .................................................................... 103 View unroutables, load, or trip details................................................................ 103

View details in load plan explorer ............................................................................... 103 View entities in road map ......................................................................................... 104

Chapter 11. Modeling your business ............................................................................ 105 Create tariffs ........................................................................................................... 105 Model pre-built loads and trips .................................................................................. 105

Naming conventions for pre-built loads and trips ................................................ 105 Understand how to influence optimization results ................................................ 105

Modeling hubs ......................................................................................................... 106 Provide hub data to Transportation Modeler ....................................................... 106


Define hubs in flat files .................................................................................... 107 Enable hub constraints .................................................................................... 107 Setting hub constraints .................................................................................... 108 Modeling conditional hub rules .......................................................................... 108 Hub constraints example ................................................................................. 109

Modeling multi-modal moves using hubs .................................................................... 109 Container integrity and LIFO at transfer hubs ..................................................... 109

Modeling trips (continuous moves) ............................................................................. 110 Enabling trip functions in the strategy file .......................................................... 110

Using shipment groups ............................................................................................. 110 Group types ................................................................................................... 110 Shipment grouping examples ........................................................................... 111

Modeling Carrier Equipment Availability ...................................................................... 112 Percentage commitments ................................................................................. 113 Modeling CEA constraints ................................................................................. 113 How CEA constraints work ............................................................................... 113 CEA Using Percentage Constraints ..................................................................... 114 Use multiple Carrier/Service/Lane constraints ..................................................... 115 Enable CEA constraints .................................................................................... 115 Lane Constraints examples .............................................................................. 117

Modeling domiciles and domicile vehicle availability ..................................................... 118 Rating model requirements for domicile creation ................................................. 118 Reduce domicile penalty costs .......................................................................... 119 Domicile example ........................................................................................... 120 Domicile vehicle model .................................................................................... 121 Enables domicile constraints ............................................................................. 121 Domicile constraints example 1 ........................................................................ 122 Domicile constraints example 2 ........................................................................ 123

Performance-based rating ......................................................................................... 123 Evaluate carrier and lane performance in optimizer ............................................. 124 Preference at the lane level .............................................................................. 124 Performance-based rating example ................................................................... 125 Preference by transit mode and carrier performance ........................................... 126

Modeling dock scheduling ......................................................................................... 127 Location requirements for dock scheduling ......................................................... 129 Dock Scheduling Modeling example ................................................................... 129 Enabling Dock Scheduling ................................................................................ 131 Modeling variable length docks ......................................................................... 132 Recurring tasks to maintain Dock Scheduling ..................................................... 132 Vehicle Reuse ................................................................................................. 132 View Dock Scheduling results ........................................................................... 132

Build loads using Head Load Optimization ................................................................... 133 Modeling vendor sequencing ..................................................................................... 134 Modeling Side and Rear Door Loading and Unloading ................................................... 134 Modeling Shift Sequencing of shipments ..................................................................... 135

Enable Shift Sequencing .................................................................................. 135 OptParameters affecting Shift Sequencing .......................................................... 136 Strategy functions affect shift sequencing .......................................................... 136

Location-Level options and shipment charge overrides ................................................. 137 Location-Level options ..................................................................................... 137 Option Rules .................................................................................................. 137 Charge Overrides ............................................................................................ 137

Modeling containerization ......................................................................................... 137 Containerization constraints ............................................................................. 138

Capacity-Based optimization ..................................................................................... 140 Trailer definition ............................................................................................. 140 Tractor definition ............................................................................................ 141 Fields controlling resource utilization ................................................................. 141 Equipment Type Associations ........................................................................... 143


Equipment definition on loads and trips ............................................................. 143 Distance Impacts ............................................................................................ 143 Constraints .................................................................................................... 144 Rating considerations ...................................................................................... 144 Scheduling considerations ................................................................................ 144 Solver behavior .............................................................................................. 144 Strategies ...................................................................................................... 145 Equipment allocation and reuse ........................................................................ 145

Modeling green charges ............................................................................................ 146 Charge information related to green charges ...................................................... 146 Input parameters for Green reports................................................................... 147 Generating green reports ................................................................................. 147 Support for green charges ............................................................................... 147 Differentiate green charges .............................................................................. 148 Examples of green charges .............................................................................. 148

Multi-country DOT rules ............................................................................................ 150 Edit multi country DOT rules ............................................................................ 150 Driving reports ............................................................................................... 151

Chapter 12. View data in maps .................................................................................... 152 Map view ................................................................................................................ 152

Define map zones ........................................................................................... 152 Create a Map view .......................................................................................... 153 Save a Map View ............................................................................................ 153 Open an existing Map View .............................................................................. 153 Use the Map View toolbar ................................................................................ 153 Open data tables from a map view .................................................................... 153 Add a facility to a map view ............................................................................. 154 Display output variables in map View ................................................................ 154 Set Map View options ...................................................................................... 154 Location options ............................................................................................. 155 Set Map View Display Properties ....................................................................... 156 Interval information ........................................................................................ 156

Road Map ............................................................................................................... 158 Open the Road Map, perform the following ......................................................... 158 Select items for display in the road map ............................................................ 158 Map items in Load Plan Explorer to Road Map ..................................................... 158 Set Road Map Display Properties ....................................................................... 159 Road Map Shortcut menu ................................................................................. 159

Copy maps ............................................................................................................. 159

Chapter 13. Data in Summary Views (reports) ............................................................ 160 Summary View ........................................................................................................ 160 Create a Summary View ........................................................................................... 160 Summary view items ............................................................................................... 160

Create a query item ........................................................................................ 160 Create a formula Item ..................................................................................... 161 Create a new blank item .................................................................................. 161 Edit summary view items ................................................................................. 161 Copy summary view items ............................................................................... 162 Delete Summary View items ............................................................................ 162

Save a Summary View ............................................................................................. 162 Open an existing Summary View ............................................................................... 162

Chapter 14. View data in charts ................................................................................... 163 Chart view .............................................................................................................. 163 Create a chart view .................................................................................................. 163


Create a new query for a chart .................................................................................. 163 Edit the query for a chart ................................................................................. 164

Save a chart view .................................................................................................... 164 Open an existing chart view ...................................................................................... 164 Copy a chart view .................................................................................................... 164 Set chart view options .............................................................................................. 164 Set Chart Display Properties ..................................................................................... 165

Select chart display properties .......................................................................... 165 Select chart display properties .......................................................................... 166 Change chart view display default settings ......................................................... 166 Restore original chart view display default settings ............................................. 166

Sample chart views .................................................................................................. 167 Sample bar chart ............................................................................................ 167 Sample line chart ............................................................................................ 168 Sample area chart .......................................................................................... 168 Sample pie chart ............................................................................................ 169

Chapter 15. Dynamic and static views ......................................................................... 170 Dynamic views ........................................................................................................ 170 Static views ............................................................................................................ 170 Save and reuse formats ............................................................................................ 170

Saved file formats ........................................................................................... 170 Reuse saved file formats .................................................................................. 171 Results format complications ............................................................................ 171

Chapter 16. System options ......................................................................................... 172 Edit system options.................................................................................................. 172

Display settings .............................................................................................. 172 Map display .................................................................................................... 173 Chart display .................................................................................................. 174 Default elements ............................................................................................ 175 Data utilities................................................................................................... 175 Validation ...................................................................................................... 176 Control center display ...................................................................................... 176

Chapter 17. Advanced settings .................................................................................... 178 Access the Advanced Settings dialog box .................................................................... 178 Use Advanced Settings ............................................................................................. 178

Aggregate Results ........................................................................................... 178 Include Detail Records ..................................................................................... 178

Chapter 18. Event log .................................................................................................. 180 View and hide the event log ...................................................................................... 180

View the event log .......................................................................................... 180 Hide the event log .......................................................................................... 180

Dock the event log ................................................................................................... 180 Undock the event log ...................................................................................... 180

Save the event log ................................................................................................... 180 Clear event log data ........................................................................................ 181

Chapter 19. Data tables ............................................................................................... 182 Detail Tables ........................................................................................................... 182 Input Detail Tables .................................................................................................. 183

Open a detail table from the Control Center ....................................................... 183 Model Detail Tables .................................................................................................. 183 Carrier Equipment Availability Detail Tables ................................................................ 184


Plan Input Detail Tables ............................................................................................ 185 Display Detail Tables ................................................................................................ 185 Attribute Detail Tables .............................................................................................. 185 Field Formats Key .................................................................................................... 185 List of Detail Tables ................................................................................................. 186

Shipment Detail Table ..................................................................................... 187 Shipment Component Detail Table .................................................................... 194 Consolidation Class Detail Table ........................................................................ 197 Merge-In-Transit Group Detail Table ................................................................. 197 Order Group Detail Table ................................................................................. 198 Exclusion Group Detail Table ............................................................................ 198 Commodity Code Detail Table ........................................................................... 198 Commodity Exclusions Detail Table ................................................................... 199 Location Detail Table ....................................................................................... 199 Hub Detail Table ............................................................................................. 203 Business Hours Detail Table ............................................................................. 208 Time Window Detail Table ................................................................................ 208 Time Zone Definitions Detail Table .................................................................... 209 Business Hours Exceptions Detail Table ............................................................. 210 Dock Detail Table ............................................................................................ 211 Dock at Facility Detail Table ............................................................................. 211 Dock at Facility Commitment Detail Table .......................................................... 212 Dock at Facility Commodity Detail Table ............................................................ 213 Dock at Facility Equipment Type Detail Table ...................................................... 214 Transit Override Detail Table ............................................................................ 214 Location Equipment Inclusion Detail Table ......................................................... 215 Location Throughput Constraints Detail Table ..................................................... 215 Trailer Capacity Degradation Detail Table ........................................................... 216 Trailer Compartment Detail Table ..................................................................... 217 Commodity Compartment Association Detail Table .............................................. 217 Option Reference Detail Table .......................................................................... 218 Options Collections Detail Table ........................................................................ 218 Carrier Detail Table ......................................................................................... 219 Tariff Detail Table ........................................................................................... 219 Service Detail Table ........................................................................................ 220 Equipment Type Detail Table ............................................................................ 220 Zone Detail Table ............................................................................................ 220 Domicile Detail Table ....................................................................................... 221 Domicile Vehicle Availability Detail Table ............................................................ 222 Tariff Service Availability Detail Table ................................................................ 224 Lane Availability Detail Table ............................................................................ 225 Lane Preference Detail Table ............................................................................ 226 Trip Input Detail Table ..................................................................................... 227 Trip Load Input Detail Table ............................................................................. 227 Load Input Detail Table ................................................................................... 228 Pick Drop Input Detail Table ............................................................................. 229 Map Zone Detail Table ..................................................................................... 230 Attribute Detail Table ...................................................................................... 230 Entity Attribute Detail Table ............................................................................. 230

Chapter 20. Plan output detail tables .......................................................................... 232 Trips ...................................................................................................................... 232

Usage of Trips in Transportation Modeler ........................................................... 232 Trip detail table ....................................................................................................... 232 Trip load detail table ................................................................................................ 235 Load detail table ...................................................................................................... 235 Stop detail table ...................................................................................................... 238 Pick/Drop detail table ............................................................................................... 239


Shipment compartment assignment detail table .......................................................... 240 Vehicle Utilization detail table .................................................................................... 240 Resource Usage detail table ...................................................................................... 241 Charge detail table .................................................................................................. 242

Chapter 21. Aggregate Tables ..................................................................................... 244 Open an Aggregate Table ......................................................................................... 244 Aggregate Table Options .......................................................................................... 244

Group Entities ................................................................................................ 244 Aggregate Table fields .............................................................................................. 245

Shipment Aggregate Table ............................................................................... 245 Trip Aggregate Table ....................................................................................... 246 Load Aggregate Table ...................................................................................... 247

Create an Aggregate Table........................................................................................ 248 Save an Aggregate Table .......................................................................................... 248 Open an Existing Aggregate Table ............................................................................. 249

Chapter 22. Glossary ................................................................................................... 250

Index ........................................................................................................................... 255

Introduction

JDA Transportation Modeler User Guide 1 1995-2013 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 reports 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 view 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 are 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 250).

Analyze data The following is a typical process by which you can use 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 > Transportation Modeler 8.0> Transportation Modeler.

Introduction


Alternatively, you can navigate to the Transportation Modeler directory (by default C:\jda\tmod\8.0, then double-click TM.exe or open a DOS Window and change to the Transportation Modeler installation directory (by default, C:\jda\tmod\8.0) and then enter TM.exe.

Note: You must license your software when you start Transportation Modeler for the first time. For more information, see to the Transportation Modeler Installation Guide.

Exit Transportation Modeler 1. Select File > Exit from the main menu. Alternatively, press Alt-F4 or select 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 Modeler, see the following documents:

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 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 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

Introduction


Defined service levels and proactive escalation paths

Special Interest Group (SIG) membership

Access to new software releases

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/).

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.

Main menu The main menu bar at the top of the Transportation Modeler page displays the groups of available functions. Click on any of the groups to display the functions and select the function to perform.

The main menu is dynamic and reflects what is currently running in Transportation Modeler. When you open a scenario first time, only the basic groups File, View, Tools, and Help are displayed in the main menu.

For example, when you open a scenario (see "Open a scenario" (on page 10)) or create a new scenario (see "Create a new scenario" (on page 10)), the Control Center (on page 7) is displayed on the left side of the Transportation Modeler page, and the main menu expands to include more function groups. The complete set of menu groups consists of File, Edit, View, Tools, Outview, Query View, Window, and Help.

Toolbars Transportation Modeler has following toolbars:

Main toolbar (on page 5)

Query toolbar (on page 6)

Map toolbar (on page 6)

The buttons on the toolbars are active or inactive depending on the view and the tasks are performed. For example, if the map view is not opened, the buttons on the Map toolbar are inactive. If a detail table is opened and you have not selected any entities, the Delete Record, Set Values, and Adjust Values buttons are inactive.

You can dock a toolbar along any edge of the main window or leave it undocked to float freely. You can also drag a toolbar to any preferred location.

Main toolbar Select View > Toolbars to access the main toolbar. Following are the toolbar icons with description.

New: Opens a new scenario.

Open: Opens an existing scenario.

Save: Saves the active scenario.

Delete: Deletes the selected data cells and copies their contents to the clipboard.

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

Paste: Pastes the contents of the clipboard to the selected data cells.

Map View: Creates a new map view.

Summary View: Creates a new summary view.

Chart View: Creates a new chart view.



System Options: Opens the System Options dialog box.

Optimize: Optimizes the active scenario.

Solver Options: Opens the Solver Options dialog box.

Help: Opens the online help.

Opt Report: Opens the opt reports in a text file.

Driving Reports: Opens the Driving Reports dialog box.

Load Plan Explorer: Opens the Load Plan Explorer dialog box.

Query toolbar Select View > Query Toolbar to access the query functions.

New Record: Creates a new record.

Copy Record: Copies the selected records to the clipboard.

Delete Record: Deletes the selected record.

Set Field Value: Opens the set field values dialog box.

Adjust Field Value: Opens the adjust field values dialog box.

Scale Field Value: Opens the scale field values dialog box.

Select All: Selects all records.

Deselect All: Deselects all records.

Query View: Opens the data table in query view.

Data View: Opens the data table in data view.

Map toolbar Select View > Map Toolbar to access Map View functions.

Zoom In: Zooms in on the map display.

Zoom Out: Zooms out on the map display.

Display Properties: Opens the map display properties dialog box.

Set Home Position: Sets the home position to the selected location.

Center on Home Position: Centers the map on the home position.

Set Perspective: Centers the map on the selected location.

Spherical Projection: Projects the map view on a sphere.

Flat Projection: Projects the map view on a flat background.



Shortcut menus In addition to the "Toolbars" (on page 5) and menus, you can also select functions from shortcut menus. Shortcut menus are context-sensitive and contain commonly used menu selections or data selection shortcuts. Right-click any Transportation Modeler view or function to access shortcut menus.

Main shortcut menu Right-click the main display area in Transportation Modeler to access the main shortcut menu.

Query view shortcut menu Right-click the main area of the dialog box to access the query view shortcut menu.

Data view shortcut menu Right-click the main area of the dialog box to access the data view shortcut menu.

Control center You can find the Control Center on the left side of the main Transportation Modeler window. For more information, see "Setting control center docking" (on page 7) and "Hiding the control center" (on page 8).

Click on the title bar of the category to collapse or expand to see the different categories of Control Center. The Control Center has System and Scenario tabs. When you open Transportation Modeler, the System tab is on top by default. To move from one tab to another, click on the tab that you want to make active.

System tab The System tab provides quick access to Options, Solver Options, and recently accessed scenarios.

Open a recent scenario With the System tab active, click on the scenario that you want to open. The scenario opens in Transportation Modeler, and the "Scenario tab" (on page 7) activates.

Scenario tab The Scenario tab provides quick access to all the components of a scenario and allows you to create, build, and work in "Data tables" (on page 182) associated with that scenario. It is divided into sections that you can collapse or expand. The Model section contains all the input tables for modeling in the current scenario.

The Plan section contains output tables for the plan that results when you optimize. The Display section contains tables related to the Map Display, and the Attributes section contains Attribute and Entity Attribute tables to create and assign attributes to your model entities.

Set control center docking You can dock the "Control center" (on page 7), or allow it to float freely.

Set Control Center docking: Right-click an area of the Control Center that does not list a data table name, and select the Allow docking option on the shortcut menu. When you enable this option the Control Center docks when you move it to any edge of the page.

Undock the Control Center: Right-click an area of the Control Center that does not list a data table name, and de-select the Allow docking option. When you disable this option the Control Center becomes a free floating window and does not "dock" to any area of the page.



Hide the Control Center Select View > Control Center and de-select the option to hide the "Control center" (on page 7). Alternatively, click X button at the top right of the Control Center or right-click on an area of the Control Center that does not list a data table name and select Hide from the shortcut menu.

Display the Control Center when it is hidden Select View > Control Center and select the option. The Control Center is displayed.

Manage data through the Control Center The "Control center" (on page 7) allows you to access Transportation Modeler "Data tables" (on page 182). If you click on a table name in the Control Center, the Detail Table for that selection is displayed in query view.

Note: You can also access the data tables and the import/export functions used with those data tables through the "Shortcut menus" (on page 7). The shortcut menu is only available when a table name is highlighted in the Control Center.

The Control Center organizes the data tables into the following categories:

Model: These records contain the user-defined values that comprise the TM model. Through the model records, create and modify locations, shipments, business hours, time windows, and hubs. Some of these record types are single-keyed entities, such as locations and shipments. Others are constructed through relationships of entities, such as time windows (business hours, days of the week).

You can view model records in the Shipment, Shipment Component, Consolidation Class, Merge-In-Transit Group, Order Group, Commodity Code, Commodity Exclusions, Location, Hub, Dock, Dock at Facility, Domicile, Carrier, Equipment Type, Business Hours, Time Window, Business Hours Exceptions, and Transit Override Detail Tables.

Plan: Plans are generated by the optimization process. TM combines shipments, as defined in the Model section, into loads. Each load consists of a number of stops; each involves one or more of the shipments as a pick or a drop. You can view plan records in the Trip, Trip Load, Load, Stop, and Pick/Drop Detail Tables.

Display: Display records allow you to set up geographic map zones for representation in a map view. You can view display records in the MapZone Detail Table.

Attributes: Attributes are user-defined groups assigned to entities. The Attribute Detail Table allows you to define the grouping categories. The Entity Attribute Detail Table enables you to combine entities in the attribute groups so that you can easily group or modify entities for reporting and selecting purposes.

Note: You only use attributes for reporting and data selection; no data is specified at the attribute level. The Solver does not use attributes, but you can use them to select data and as a post-optimization reporting utility.

Status bar The status bar at the bottom of the Transportation Modeler window displays information and tips about the user interface. You can display or hide the status bar using the View > Status Bar option.

When you move the cursor over most options including toolbar and "Control center" (on page 7) options, the status bar describes how to use the option or what the option does. In addition, the status bar contains indicators for the Data Utilities found in the Tools menu. For more information, see "Data utilities" (on page 51).

Utility Indicator

City Lat/Lon Translator CITY



Utility Indicator

PostalCode Lat/Lon Translator

CODE

Editable and non-editable fields Fields in output "Data tables" (on page 182) are always non-editable; however, fields in input data tables can be either editable (input data) or non-editable (calculated or optimized values).

By default, editable fields appear unshaded, while non-editable fields (keys and calculated fields) appear on shaded backgrounds. You can set the shading colors in the Options dialog box. For more information, see "System options" (on page 172).

Multi-state buttons Transportation Modeler uses multi-state buttons to control the records selection. For example, multi-state buttons in detail tables allow selection among the following options:

Entity

Attribute

All Entities

To cycle through the button options, click the multi-state button repeatedly until the option you want is displayed. To see all the available options for a multi-state button, right-click the button. You can then select from the full display of options.

Note: An arrow indicates the currently selected option.

"Aggregate tables" (on page 244) have a second multi-state button below each list box used to control the aggregation of records (offers "Grouping by Entity [Entity]" and "No Grouping [None]").

Transportation Modeler data


Chapter 3. Transportation Modeler data Transportation Modeler stores data in an internal database called "Scenarios" (on page 10). Scenarios consists of:

Models that contain user-defined records

Plans that are system-generated output records, such as reports

For more information, see "Manage data through the Control Center" (on page 8).

Scenarios A scenario is Transportation Modeler's version of a database. Scenarios consist of models and plans containing data that is either entered, imported, or system-generated.

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

Plans are system-generated records that allow you to view the optimization results. Plans rely on the information you input into the model. There are several 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. These records consist of "Entities" (on page 11) and their associated details and attributes.

Create a new scenario 1. Open Transportation Modeler.

2. Select File > New from the "Main menu" (on page 5) or click New ( ) on the toolbar. A new scenario is displayed.

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: 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.

6. Click Save. The dialog box closes and Transportation Modeler saves and opens the new scenario file. You can now input data and use features of Transportation Modeler.

Open a scenario You can open scenario files saved in the internal Transportation Modeler format. You can create these files using the Save and Save As functions.

1. Select File > Open from the main menu or click Open ( ) on the toolbar. The Open dialog box is displayed.

2. Select the scenario file that you want to open.

3. Click Open. The scenario file is displayed.

Note: If you open a scenario that is in use by another user, a message is displayed indicating that the selected file is read-only or in use by another user. Click OK to open a working copy of the file.



Scenario components To build a scenario, first collect and enter data into the Transportation Modeler tables as records. Transportation Modeler data tables are classified as either entities or relationships. You can group entities by attributes. Entities, attributes, and relationships are components of a scenario. You can combine any of these components to create a model.

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

For more information, see "Create an entity using new" (on page 61) and "Create an entity using copy" (on page 61). For minimum entity requirements for optimization, see "Entity requirements" (on page 11).

Trip Input: Enables you to define pre-built trips.

Load Input: Enables you to define pre-built loads.

Shipments: Shipments are combined into loads by optimization, transported from an origin to a destination, and can be included or excluded from optimization.

Consolidation Class: Classes that you can assign to shipments so that the Solver can force particular shipments to put on loads of the same consolidation class.

Merge-In-Transit Group: During optimization, shipment records within a Merge-In-Transit Group must arrive on the same load, and in some instances, be loaded or unloaded in a specific order.

Order Group: Allows you to specify a loading sequence for shipments in the same order group.

Exclusion Group: Allows you to specify shipments that cannot ship together.

Commodity Code: Defines specific characteristics of a shipment.

Option Reference: You can assign multiple options to shipments and locations.

Location: Places (actual locations) in a scenario.

Hub: Facilities for consolidation and de consolidation of shipments. They can be included or excluded from optimization.

Dock: Specific areas for loading or unloading materials at a location.

Carrier: The carriers available for domicile, CEA, and other constraints. It must match the specified entry exactly as it appears in the rating engine.

Equipment Type: The equipment types available for domicile and dock at facility constraints. It must match the specified entry exactly as it appears in the rating engine.

Business Hours: Defines categories for when a location or hub is open for business.

Trips: Created in the process of optimization. View details of optimized trips in various views in Transportation Modeler.

Loads: Created in the process of optimization. View details of optimized loads in various views in Transportation Modeler.

Vehicle Utilization: This table informs the vehicle usage as the result of optimization.

Map Zone: Predefined geographic regions represented in Transportation Modelers map view.

Entity requirements The minimum requirement for optimization is to have Location and Shipment Entities defined. When using hubs, you must also define Hubs records. When using Time Windows first define Business Hours. These entities provide the key values in the various relationships.



For more information, see "Entities" (on page 11).

Relationships Relationships are multi-keyed records that combine data from the Entities. They consist of two or more entities. For more information, see "Creating an entity using new" (on page 61) and "Creating an entity using copy" (on page 61).

The following table lists Transportation Modeler relationships, identifies Transportation Modeler tables that define the relationships, and provides a list of what the relationships define. Table names flagged with asterisks are predefined records. You cannot edit these values.

Relationship Name

Transportation Modeler Tables Description

Trip Load Input

Trip Input

Load Input

Defines the pre-built loads that are on pre-built trips.

Pick Drop Input

Load Input

Shipment

Location

Hub

Defines the shipments assigned to pre-built loads.

Shipment Component

Shipment

Component*

Defines piece level detail of shipment records.

Commodity Exclusions

Commodity Code

Defines the relationships between commodities.

Location Equipment Inclusion

Location

Hub

Equipment Type

Defines the equipment types available at a location or hub.

Dock at Facility

Dock

Hub

Location

Defines docks and dock specific overrides at locations and hubs.

Dock at Facility Commitment

Dock

Hub

Location

Defines the commitments for docks at facilities or hubs.

Dock at Facility Commodity

Dock

Hub

Location

Defines the commodities excluded from the docks.

Dock at Facility Equipment Type

Dock

Hub

Location

Equipment Type

Defines the equipment types for docks at locations and hubs.

Domicile Location

Carrier

Defines the location of carrier resource pools.



Relationship Name

Transportation Modeler Tables Description

Equipment

Component*

Domicile Vehicle Availability

Location

Carrier

Equipment

Component*

Defines the availability of carrier resources.

Equipment Exclusions

Equipment Type

Equipment Type

Defines the relationships between equipment types.

Tariff Service Availability

Tariff

Service

Defines the capacity for tariff services.

Lane Availability

Zone

Carrier

Tariff

Service

Defines the capacity for lanes.

Lane Preference

Zone

Carrier

Tariff

Service

Defines the performance rating for carriers on a lane.

Time Window Business Hours

DaysofWeek*

Defines the opening and closing times per day of the week for business hours.

Business Hours Exceptions

Business Hours

Component*

Defines opening and closing time exceptions for specific dates.

Transit Override

Loc

Documents

TransportationModeler User Guide 8.0.0.0