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3 Oracle Transportation Management (OTM) Load Configuration 6.1 Sundar Arunapuram Sr. Director, OTM Planning Development

4 Agenda Concepts Container Optimization and Load Config Enhancements In 6.1 3D Load Configuration Compartment Logic Container Optimization ASK OTM, Diagnostics and Support Q & A 4

5 Concepts

6 6 Container Optimization and Load Configuration The objective of Container Optimization is to optimally pack a group of orders into available equipments of different sizes Container Optimization is invoked from several places within OTM such as bulk-plan, UI and agent actions that manipulate contents of equipment, and ASK OTM Load Configuration is a part of container optimization that uses equipment and product dimensions to compactly pack items into equipment.

7 3D Load Configuration

8 8 3D Load Config Features in 6.1 Robust algorithm capable of producing better quality solutions than in earlier versions Takes into account the ERU limits and maximums while placing objects into container Works with multi-stop (P/D sequence handled correctly), and multiple compartments A new column generation based algorithm that is capable of optimizing multiple containers (like multi-container MIP) works with 3D engine Calculates loading length and provides the ability to rate by loading length

9 9 Turning on new 3D load Config - Planning Parameters There is a new planning parameter that points to the logic config. You must also disengage the old planning parameters first. These parameters are also used by the new logic config.

10 10 Turning on 3D load config Container Opt Logic Configuration Parameter

11 11 Tuning Parameters Container Optimization Logic Configuration

12 Logic Config Parameters LOAD PLACEMENT ITERATION CRITERIA Specifies the emphasis for Spaces, Items and Rotations. The sort criteria of Items, Spaces and Rotations. EMPTY SPACE SORT CRITERIA ITEM SORT CRITERIA ROTATION SORT CRITERIA EVALUATION DEPTH how much control that the user would like to have versus having the algorithm optimize possible values 0 to 3 (0 meaning full user control and 3 meaning full evaluation) PLACEMENT COMPARISON SCHEME this is scheme used by the algorithm to compare between different placements currently support only one scheme Occupied Linear Length 12

13 LOAD PLACEMENT ITERATION CRITERIA Possible Values Space, Item, Rotation Item, Rotation, Space Item, Space, Rotation In the Space, Item, Rotation scheme, the algorithm will first select the space (based on a sort criteria) and then attempt to place the items (again according to a specified sort criteria) in different orientations. In the Item, Rotation, Space scheme, the algorithm will first select an item and an orientations (according the sort criteria provided) and then determines the space that it can fit into. 13

14 14 LOAD PLACEMENT ITERATION CRITERIA Space, Item, Rotation Y Z X

15 15 LOAD PLACEMENT ITERATION CRITERIA Item, Space, Rotation Y Z X

16 EMPTY SPACE SORT CRITERIA This parameter specifies the sort criteria for empty spaces. This has an influence on where the next items is loaded onto the equipment. Possible Values Width, Height, Length Width, Length, Height Height, Width, Length Height, Length, Width Length, Width, Height Length, Height, Width 16

17 17 EMPTY SPACE SORT CRITERIA Width, Height, Length Y Z X

18 18 EMPTY SPACE SORT CRITERIA Length, Height, Width Y Z X

19 19 EMPTY SPACE SORT CRITERIA Width, Length, Height Y Z X

20 ITEM AND ROTATION SORT CRITERIA Similar to Space, the ITEM SORT CRITERIA has several options for the user 0: Largest Volume 1: Largest Surface 2: Largest Dimension 3: Most Dense 4: Stacking Index ROTATION SORT CRITERIA works in conjunction with IS LENGTHWISE ORIENTATION FIRST 0: Upright, Onside, Prone 1: Upright, Prone, Onside 2: Onside, Upright, Prone 3: Onside, Prone, Upright 4: Prone, Upright, Onside 5: Prone, Onside, Upright 20

21 21 Combined Order of Packing and Sort Take the greatest volume first and do nose loading. Version 6.0 best solution Order requires 2 Trucks Take the most dense first and use floor loading. Version 6.1 best solution Order requires 1 Truck

22 22 EVALUATION DEPTH Item, Space, Rotation Y Z X

23 23 Example for Evaluation Depth Evaluation Depth 0= First Feasible System does not have control of any variables. Evaluation Depth 3= High System has control of all 3 variables.

24 24 Multi-stop and 3D load config Y Z A-B B-C A-C A B C X Pick 24 (A-C) Pick 24 (A-B) Drop 24 (A-B) Pick 24 (B-C) Drop 24 (B-C) Drop 24 (A-C)

25 25 Multi-stop Mixing Rule Planning Parameter LOAD CONFIG MULTISTOP MIXING RULE controls how products going to various stops get mixed while loading Possible Values: 0: No mixing allowed 1: Widthwise mixing allowed 2: Widthwise and stacking mixing allowed 3: Widthwise and stacking mixing allowed for last row only

26 26 Multi-stop Mixing Rule 0: No mixing allowed Y Z A-C A B C X Pick 18 (A-C) Pick 24 (A-B) Drop 24 (A-B) Drop 18 (A-C)

27 27 Multi-stop Mixing Rule 1: Widthwise mixing allowed Y Z A-B A-C A B C X Pick 18 (A-C) Pick 24 (A-B) Drop 24 (A-B) Drop 18 (A-C)

28 28 Multi-stop Mixing Rule 2: Widthwise and stacking mixing allowed Y Z A-B A-C A B C X Pick 18 (A-C) Pick 24 (A-B) Drop 24 (A-B) Drop 18 (A-C)

29 29 Multi-stop Mixing Rule 3: Widthwise and stacking mixing allowed for last row only Y Z A-B A-C A B C X Pick 18 (A-C) Pick 24 (A-B) Drop 24 (A-B) Drop 18 (A-C)

30 30 Load Config Considerations Load Config specific Constraints Curved Roof (new in 6.1 for 3D load config) Door Height Stacking Height Floor loading can an item be loaded on the floor Stacking Layer feasibility whether can stack below or over other items Overhang Constraint Load bearing weight Orientation feasibility individually as well as with respect to items packed below Stacking Index constraints In addition all of the general container optimization constraints are honored such as Weight, volume, ERU, temperature control, etc. The logic also calculates the axle weights at each axle and logs the information

31 Compartment Logic

32 32 Compartment Logic Prior to 6.1, users could define compartments, but there was practically no business logic for compartments Enhanced the container optimization logic to handle packing into compartments and honor the compartment constraints Works with the new 3D load config engine as well as non-load config algorithms. Works with the new column generation based multi-container algorithm Honors weight, volume, temperature control, equipment to commodity compatibility and equipment, commodity to commodity compatibility and commodity mixing constraints Cortona Viewer can now display compartments

33 33 Compartments and Commodity Compatibilities Item Commodity Incompatibility Density Toilet Paper Dry-Mixed None 4.10 Paper Towels Dry-Mixed None 3.28 Dog Food Dry-Mixed None Chicken Soup Dry-Food Grade Dry-Non Food Sliced Ham Refrigerated Dry-Non Food Milk Refrigerated Dry-Non Food Bread Dry-Food Grade Dry-Non Food 8.55 Soap Bars Dry-Non Food Grade Refrigerated, Dry- Non Food 31.77

34 Example w/o Soap Only 2 commodity groups no incompatibility. Refrigerated Dry Dog Food Bread 8.55 Sliced Ham Toilet Paper 4.10 Milk Paper Towels 3.28 Chicken Soup Refrigerated Compartment Sliced Ham Milk Dry Compartment Toilet Paper, Paper Towels Dog Food, Soap Bars, Chicken Soup 34

35 Example with Soap 3 commodity groups with incompatibility. Dry Compartment In Nose Reefer Compartment In Nose The items have been re-arranged because the Soap is in the dry compartment. The other items that are compatible are the dog food, paper towels, and the toilet paper. Everything else has been switched to the refrigerated compartment. 35

36 Reefer and Dry Compartments Switching compartment order Dry Compartment In Nose Reefer Compartment In Nose Same Solution 36

37 Compartments Milk & Break Example Max Stacking Height Empty Space Criteria 2 Width, Length, Height Building Layers Empty Space Criteria 5 Height, Width, Length Building Walls Across Nose Empty Space Criteria 1 Length, Height, Width Building Walls Along Left Side Milk 6 High Max 252 crates Bread 12 High Max 234 trays Milk crate can stack 6 high, Break can stack 12 high 37

38 Container Optimization Enhancements

39 39 Container Optimization Enhancements in 6.1 Equipment Reference Units (ERUs) Multi-Container Optimization (Column Generation Based Algorithm) Change to container optimization pre-rating logic It is still an approximation However, it uses a more robust shipment rating rather than RIQ logic. Ability to specify a max length, width and height per ship unit on the equipment group. Repack Shipment action ability to invoke container optimization / load configuration on an existing shipment

40 40 ERU Enhancements Ability to define multiple ERUs per ship unit spec (THU) Ability to define ERUs (multiple) directly on a ship unit overrides the ones defined on the THU you do not have a specify a THU in order to define ERU ERUs on Equipment Group is not changed Shipment view screen shows the ERU grid, with ERU and count. Can rate by ERU Rate by number of ERUs arriving at a stop Rate by ERU qualified by a specific ERU

41 41 Multiple ERU per THU

42 42 Case 1 - Multiple ERU per THU

43 Multiple ERU per Equipment Propane Limits Max is infinite. Used as a control. BBQ Limits Is used to consume space for packing. 43

44 44 Results Shipment Built Shipment Built with Multiple ERU OR: ERU TEST - 2 PER SU -01 PP SET: LOAD CONFIG 3D

45 45 ERU directly on Ship Unit

46 46 Column Generation Multicontainer MIP Replacement Produced superior solution quality at the expense of runtime Is capable of handling all of the constraints and business logic such as Compartments Multi-stop ERUs 3D Load config Uses other algorithms to produce solutions and finds the optimal combination of containers

47 47 Column Generation

48 48 Max Dim of Item to be Placed

49 49 Actions that now invoke Conopt Order Actions Shipment Actions

50 Diagnostics and ASK OTM for Conopt

51 51 Diagnostics Tool What is it? A tool to help figure out the step that caused failure and why. How do you invoke? Can be configured to always be on or can be turned on for a session How do you use it? Click on the button next to the log and drill down until you find the failure.

52 Diagnostics Tool What it is A tool to help figure out the step that caused failure and why. How to invoke Can be configured to always be on or can be turned on for a session How to use Click on the button next to the log and drill down until you find the failure. 52

53 2 Ways to activate Diagnostics Activate for the Session Activate permanently as a user preference 53

54 54 Available where the log is available

55 55 Diagnostics Log - Drillable

56 Diagnostics provides XML File Diagnostics Log provides a direct link to the generated XML file which is used to capture all of the input to the container optimization solution (Used to be CSV file now converted to XML) 56

57 57 ASK Conopt Improvements