Commitment Allocation by Shipment Attributes and Equipment
This enhancement is also known as the Market Share Enhancement. It is an extension to the traditional allocation by shipment by adding in additional qualification fields.
New optional qualification fields are as follows:
- Weight Range as specified by Low and High Limits. This is upper bound inclusive. A special case for zero weight is lower bound inclusive.
- Ship Unit Count is considered if configured. Ignore is the default. The choices are Single and Multiple.
- Equipment Group is now a consideration if configured.
The workflow process is that Container Optimization will create the shipments and then they will be passed to Service Provider Assignment.
A KEY ASSUMPTION for this release is that each ship unit must have a count of 1.
Business Benefit
Market Share implies that certain carriers have invested in expensive equipment to handle excessive weight loads. Special training and special permits are needed to move heavy loads, especially with a single large object.
Historically when OTM has allocated shipments to carriers based on a percentage allocation, this has been based on a total number of shipments. This is too generic to support Market Share because the shipment attributes have not been considered. The new attributes for weight ranges, ship unit count, and equipment are designed to categorize shipments to define the "Market Share" to which the shipment should be assigned.
Capacity Limits is also important in this scenario because the large, expensive equipment is limited and only provided for moving Ship Units that require that equipment. Equipment to handle single, heavy coils is limited and that is why there is this additional granularity in the allocation strategy.
The inference is that while each carrier typically has an assigned percentage of the outbound shipments, there is a separate allocation for "each category" and not a combined allocation. As the category or group changes, there is a different allocation strategy that is independent of any other allocation strategy.
Steps to Enable
These are the primary parameter settings.
Market Share Parameter Settings
Market Share Parameter Settings
The Allocation Configuration has new fields to define the new attributes. These new fields are all on the header and apply to multiple carrier records in the grid. A separate Allocation must be configured for "each" grouping of Market Share. It is literally a separate allocation.
Overlapping is prohibited by the UI but not for CSV loading so care must be taken to not overlap.
Market Share Allocation Configuration
Sample Test Case where there are multiple Allocation Strategies. This chart shows those cases. There are 5 distinct Allocations. Each Allocation can be thought of as a Strategy as it is self contained and applied based on shipment attributes. Only ONE strategy should apply to any shipment. No overlapping is allowed.
Market Share Test Case
These orders are the basis of the test case.
Test Case Orders
Results for test case with capacity limits.
Test Case Capacity Limits
Test Case Allocation Usage
New Features that may apply.
New OTM Features That May Apply
Tips And Considerations
Bundling and Conopt will build the shipments to be allocated as part of the normal workflow.
DO NOT configure Allocation within Conopt. It must be a sequential workflow process.
Capacity Limits within Conopt is needed to deal with limited resources, else Conopt will tend to favor large equipment.
All shipments within the same Allocation Strategy have the same Equipment Group, if defined, as this is in the header and not the grid.
It is assumed that all service providers in an Allocation Strategy have the same equipment with the same weight capacities that support the weight range of that Allocation Strategy.
Multiple destinations planed at the same time will oversubscribe equipment and a Multi-pass solution is required.
Overlapping of weight ranges in not supported.