1. Transportation Management Implementation Guide
  2. Understanding How the System Uses Preferences

Understanding How the System Uses Preferences

Each preference contains standard header lines. You can use the fields on these lines to define a preference for:

  • A customer.

  • A customer group.

  • An item.

  • An item group.

  • Any combination of customers (or customer groups) and items (or item groups).

For shipment entry, the system uses this information to complete the shipment. The system uses a hierarchy that you define to find the appropriate customer and item preference.

When you enter an order, the system uses preferences to create a shipment. The system uses the hierarchy that you set up to search preference profiles for information that affects the customer and item combination for each order line. The system uses the preference information to complete parts of the shipment.

The JD Edwards EnterpriseOne Transportation Management system resolves preferences at two levels. The system first resolves a preference at the customer and customer group and the item and item group level. After all lines have been placed on the shipment, the system then resolves the preference at the all items or summary level. In the JD Edwards EnterpriseOne Transportation Management system, item and item group preferences are always chosen before all preferences, regardless of the hierarchy. For shipments that are not created from sales orders, only the Options and Equipment preference is resolved at the item and item group preference level. All other preferences are resolved at the all items level.

The JD Edwards EnterpriseOne Transportation Management system also enables you to define multiple preferences for the same customer or item.

One of the preferences that is used for a shipment is carrier preference. For example, a customer always uses carrier A for shipments that weigh less than 1000 pounds. For shipments that weigh more than 1000 pounds, the customer always use carrier B. You can set up one carrier preference for that customer that specifies carrier A when shipments weigh less than 1000 pounds and another carrier preference that specifies carrier B when shipments weigh more than 1000 pounds. These preferences override the normal route selection.