Order Release Equipment Constraint

The following Order Bundle and Build Shipment processing occurs if you specify equipment constraints on the order release.

Processing Logic

In build shipment process, Oracle Transportation Management bypasses container optimization for orders with order release equipment defined. Instead, for each order release equipment on the order, Oracle Transportation Management creates shipment equipment (SEquipment) based on the Equipment Group ID. If the ship units are associated with an order release equipment, then each one will be added into its equipment without a capacity check. If ship units are not associated with equipment, Oracle Transportation Management uses a mini-container optimization routine to add them to shipment equipment.

Note: Shipments built from order releases with equipment constraints have the EQUIPMENT_FIXED check box selected.

In addition, the number of shipments built on one leg depends on the Create Single Shipment check box on the leg of the itinerary. If this check box is selected, Oracle Transportation Management builds one shipment with multiple shipment equipment. If this check box is not selected, Oracle Transportation Management builds multiple shipments with one piece of equipment on each shipment

If multi-leg shipments are created for the order, the sharing or not sharing of the shipment equipment (SEquipment) among legs depends on the Equipment Assignment Type of the leg. If Equipment Assignment Type is Re-use Equipment (previous leg's equipment), then the shipment will share previous leg's shipment equipment. If the Equipment Assignment Type is either Optimize Equipment or No Equipment, the shipment will create its own SEquipments.

Mini-Container Optimization

If a direct match from ship unit to Order Release Equipment ID is not provided, Oracle Transportation Management will perform a mini-container optimization routine using the given order release equipment with the following rules in mind:

• No empty containers. Empty containers will cause incorrect rating.
• Avoid mixing commodities.
• Avoid splitting ship units.

The processing logic follows these steps:

Step 1: Order the containers by weight/volume in descending order.

Step 2. Group ship units by commodity and order ship unit groups by total weight/total volume in descending order.

Step 3: Assign ship unit groups to containers

• Case 1: Number of ship unit groups (grouped by commodity) is the same as the number of containers: assign ship unit groups one by one to containers in order.
• Case 2: Number of ship unit groups (grouped by commodity) is less than the number of containers: Split off enough ship unit groups from existing groups to match the number of containers. Taking the first ship unit group, if the ship unit group has more than one ship unit, split off a ship unit to form a new ship unit group. If the ship unit group has only one ship unit, but the ship unit count is greater than one, split off one count of ship unit to form a new ship unit group. Then assign groups one by one to each container in order.
• Case 3: Number of ship unit groups (grouped by commodity) is more than the number of containers: Loop through both ship unit groups and containers to match. Start new iteration on containers if there are ship unit groups left.

Notes on Shipment Actions

For shipment actions that convert one shipment into another shipment such as Change Service Provider, Oracle Transportation Management will bypass the equipment assignment logic if the shipment has fixed equipment.

OTM disallows any reassign equipment action if the shipment has fixed equipment.

The Merge Shipments action converts multiple shipments into multiple shipments. Oracle Transportation Management disallows this action if any given shipment has fixed equipment.

The Split action converts one shipment into two shipments. When a shipment does not have fixed equipment, this action behaves as usual. When a shipment has fixed equipment, Oracle Transportation Management allows the action but bypasses the reassign equipment for the original shipment and only assigns equipment for the split off shipment.