Transfer rules

General

This function allows you to assign available transport orders to resources. It offers the option of specifying intermediate destinations as transfer points between the source and destination storage locations.

Transport menus

Transfer areas are maintained in Input Options → Transfer order excution menu

Zone type: Transfer Routing

Intermediate destinations are defined using the "Transport Routing" zone type. As with the "Storage Area Code," the zones are created with a unique name (Configuration › Strategies > Zone Options) and assigned to the respective node in the warehouse overview.

Transfer Routing

In the transport routing configuration (Transport → Transport Routing), a source zone and destination zone (plus an intermediate destination if the destination zone cannot be reached directly from the resource) are assigned to a resource.

The system checks the matrix in descending order for all current and future transport orders to ensure that the transfer and parameters match. When the first positive match is found, the transfer is sorted into the respective menu.

In the overview of transport orders → All categories, only the resources configured in "Transport Routing" are displayed.

Sorting targets

The aim is to enable the target staging area to be controlled at the customer order header depending on the carrier. The challenge with only one staging area is that, if there are several carriers, all orders are posted to one staging area. With multiple staging areas, the processes are easier to oversee.

Depending on the carrier, the relation, and the shipping tariff in the customer order header, each customer order can be assigned a specific staging area in COGLAS

COGLAS Options:

Client Options: Transfer → Enable sorting targets (restart required)
System: Input Options → Edit relation
Business Partners: Edit Shipping tariffs
Relation and shipping tariff can be added in the customer order header

System → Transfer rules → sorting targets

	Field	Description
1	Priority	The entries are checked in descending order from 1.
2	Name	Freely selectable.
3	Description	Brief description
4	Carrier	All business partners with partner type carrier
5	Conditions	Sorting in dependency of tariff / relation
6	Strategy	Freely configurable in System → Strategy → Strategies Strategy type Staging outbound System zone Staging outbound depositing must be allocated for the staging areas!
7	Move up/down	Move position up/down.
8	Remove	Delete position.

Configuration:

Activate storage option (sorting destinations) through customer support and specify carriers, relations (optional), and rates (optional)
COGLAS: System → Transport rules → Sorting targets: Editing priorities (check in descending order), names, carriers, dependencies (relation and tariff), and strategies (type: staging outbound)
Note: Each carrier can use the relation and/or tariff to have different staging areas as target points in COGLAS using the strategies.

Loading targets

Based on the sorting destinations, the loading destinations are used to link the previously defined staging areas (in sorting destinations) to the outbound gates. Automatic route creation and/or transport orders as well as successive loading are setting options for the loading destinations.

COGLAS Options:

Client Options: Transfer → Enable sorting targets (restart required)
Transfer rules → Sorting targets → Sorting targets for carriers created

System → Transfer rules → Loading targets

	Field	Description
1	Priority	The entries are checked in descending order from 1.
2	Name	Freely selectable.
3	Description	Brief description
4	Settings	AutoCreateTour Optionen = an/aus Generates a tour if there is no active or open tour to the carrier. CreateTransferOrder Optionen = an/aus Automatically creates a transport order. GradualLoadingMode Selection = Empty, Ready for loading, Packed Customer orders are already assigned to a tour before they are picked. As soon as an order receives the header status "Packed," transfer orders are created for all packages for loading → Triggered by setting on the business partner carrier: "Gradual loading mode = Completely packed."
5	Load area	Loading gate
6	Move up/down	Move position up/down.
7	Remove	Delete position.

Configuration

Transfer rules → Sorting targets → Sorting targets for carriers created
COGLAS: System → Transfer rules → Loading targets: Editing priorities (check in descending order), names (specified from sorting targets, setting options:
- Gradual loading: As soon as an order has the header status "Packed," transfer orders are created for all packages for loading.
- Automatic tour creation: Generation of a tour as soon as there is no active or open tour to the carrier
- Create transfer order: Automatic transfer order creation
loading area: Loading gate

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