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IBM ILOG Transportation Analyst V2.

IBM ILOG Transportation


Analyst V2.5 Online Help

Copyright IBM Corp. 1987, 2009


US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Copyright
Copyright notice
Copyright IBM Corp. 1987, 2009
US Government Users Restricted Rights - Use, duplication or disclosure restricted by
GSA ADP Schedule Contract with IBM Corp.

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Table of contents

Getting assistance.....................................................................................................7
Contacting IBM support..............................................................................................................8

Welcome to IBM ILOG Transportation Analyst......................................................11


Overview....................................................................................................................................12
What's new in this version........................................................................................................14
System requirements................................................................................................................15

Getting started..........................................................................................................17
Step by step instructions..........................................................................................................18

Interface guide..........................................................................................................19
Start page...................................................................................................................................20
Menu items.................................................................................................................................21
File menu......................................................................................................................................................22
Visualization menu.......................................................................................................................................23
Data menu....................................................................................................................................................25
Optimize menu.............................................................................................................................................26
Solutions menu.............................................................................................................................................27
Help menu....................................................................................................................................................28

Data forms..................................................................................................................................29
Reports.......................................................................................................................................31

Copyright IBM Corp. 1987, 2009

Shortcut keys.............................................................................................................................32

How to topics............................................................................................................35
Create a baseline model...........................................................................................................37
Model carbon emissions..........................................................................................................38
Copy a scenario.........................................................................................................................39
Enter fixed carrier information.................................................................................................40
Enter zone to zone carrier information....................................................................................41
Enter zone lookup carrier information....................................................................................42
Enter LTL carrier information...................................................................................................43
Compare solutions....................................................................................................................44
Display solutions.......................................................................................................................45
Edit solutions.............................................................................................................................46
Input distance information.......................................................................................................47
Create zone definitions.............................................................................................................49
Export data.................................................................................................................................50
Edit data.....................................................................................................................................51
Filter data...................................................................................................................................52
Geocode sites............................................................................................................................53
Import data.................................................................................................................................54
Open a project...........................................................................................................................55
Create a new project.................................................................................................................56
Print solutions...........................................................................................................................57
Run optimizer............................................................................................................................58
Edit in Excel guidelines............................................................................................................59
Use attributes.............................................................................................................................60
Customize the map...................................................................................................................61

Advanced topics.......................................................................................................63
Optimization parameters..........................................................................................................64
Using RateWare to model LTL carriers....................................................................................68
Using PC*Miler for distance calculations................................................................................70
Using PC*Miler for geocoding..................................................................................................72

Troubleshooting.......................................................................................................75

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RateWare Error Codes and Messages.....................................................................................76


What to do if your model is infeasible or you only get a partial solution............................86
What to do if the solver cannot find a solution when using Shipment Vehicle
Assignments..............................................................................................................................87
What to do if you receive a SQL Server error message when starting the application......88
What to do if the navigation panel is not usable....................................................................89

Forms........................................................................................................................90
Glossary....................................................................................................................93

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Getting assistance

Explains how you can get assistance through technical support.

In this section
Contacting IBM support
Contains information on how to obtain technical support from IBM worldwide, should you
encounter any problems in using IBM products.

Copyright IBM Corp. 1987, 2009

Contacting IBM support


IBM software support handbook
This guide contains important information on the procedures and practices followed in the
service and support of your IBM products. It does not replace the contractual terms and
conditions under which you acquired specific IBM Products or Services. Please review it
carefully. You may want to bookmark the site so you can refer back as required to the latest
information. The "IBM Software Support Handbook" can be found on the web at http://
www14.software.ibm.com/webapp/set2/sas/f/handbook/home.html.

Accessing software support


When calling or submitting a problem to IBM Software Support about a particular service
request, please have the following information ready:

IBM Customer Number

The machine type/model/serial number (for Subscription and Support calls)

Company name

Contact name

Preferred means of contact (voice or email)

Telephone number where you can be reached if request is voice

Related product and version information

Related operating system and database information

Detailed description of the issue

Severity of the issue in relationship to the impact of it affecting your business needs

Contact by Web
Open service requests is a tool to help clients find the right place to open any problem,
hardware or software, in any country where IBM does business. This is the starting place
when it is not evident where to go to open a service request.
Service Request (SR) tool offers Passport Advantage clients for distributed platforms online
problem management to open, edit and track open and closed PMRs by customer number.
Timesaving options: create new PMRs with prefilled demographic fields; describe problems
yourself and choose severity; submit PMRs directly to correct support queue; attach
troubleshooting files directly to PMR; receive alerts when IBM updates PMR; view reports
on open and closed PMRs. You can find information about assistance for SR at http://
www.ibm.com/software/support/help-contactus.html
System Service Request (SSR) tool is similar to Electronic Service request in providing
online problem management capability for clients with support offerings in place on System

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i, System p, System z, TotalStorage products, Linux, Windows, Dynix/PTX, Retail, OS/2,


Isogon, Candle on OS/390 and Consul z/OS legacy products.
IBMLink SoftwareXcel support contracts offer clients on the System z platform the IBMLink
online problem management tool to open problem records and ask usage questions on
System z software products. You can open, track, update, and close a defect or problem
record; order corrective/preventive/toleration maintenance; search for known problems or
technical support information; track applicable problem reports; receive alerts on high
impact problems and fixes in error; and view planning information for new releases and
preventive maintenance.

Contact by phone
If you have an active service contract maintenance agreement with IBM, or are covered by
Program Services, you may contact customer support teams by telephone. For individual
countries, please visit the Technical Support section of the IBM directory of worldwide
contacts.

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Welcome to IBM ILOG Transportation


Analyst

Introduces Transportation Analyst.

In this section
Overview
Provides an overview of Transportation Analyst.

What's new in this version


Describes the new features in this version of Transportation Analyst.

System requirements
Lists the hardware and software requirements.

Copyright IBM Corp. 1987, 2009

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Overview
IBM ILOG Transportation Analyst is a powerful and easy to use strategic route analysis
and planning solution. Solutions from the model can be viewed using maps and Gantt charts.
Solutions can be easily compared and exported to tables and graphs for presentations and
further analysis.
Transportation Analyst leverages advanced optimization technology, which has been
successfully used to analyze the worlds most complex routing, planning and scheduling,
and supply chain decisions.
Transportation Analyst is also easy-to-use. This allows you to complete projects faster, spend
your time focusing on the business issues, and realize a faster return on investment (ROI).
Typical questions addressed by Transportation Analyst:

For a given set of shipments, what are the best routes? (This information can be used to
set budgets and to analyze business rules around service priorities.)

What should the fleet size be?

What are the impact of backhauls?

How should routes be structured?

What is the carbon footprint of the transportation?

Transportation Analyst ease-of-use features:

easy to import data from Microsoft Excel and Microsoft Access using Wizards

easy to edit live data using Excel

easy to get results out to Excel and Access

clean layout and data forms

scenario management and solution comparison

Transportation Analyst shipment features:

shipments to customers

shipments between customers

backhauls

time windows

availability calendars

ability to skip a shipment or put in a delivery default cost

different units of measure (weight, cube, pallets)

service times

Transportation Analyst fleet features:

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multiple carriers with fixed and variable cost by distance and time

rest calendars

ability to assign different carriers to different locations

maximum quantity of stops

maximum time and maximum distance constraints

ability to assign different product types to different carriers (temperature class, hazardous,
etc.)

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What's new in this version


The following is a summary of features that are new to Transportation Analyst in this version:

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Solution Editing After Transportation Analyst finds a solution, the user can click on
the Solution Editing button to manually make changes, such as changing the order of
pickup/delivery, moving shipments to a different vehicle, or adding a new vehicle.

Map Upgrade The user can now customize the symbols and colors of the objects on
the map through a convenient panel on the left side of the window. In addition, users can
import their own SVG files to use as map symbols for further customization.

Import All The user can now use the Import All feature to import an entire
Transportation Analyst model in one step. The file being imported must follow exactly
the table and field names of Transportation Analyst, although it is not required that all
tables or fields are populated.

Zone Lookup Carrier The new Zone Lookup Carrier allows the user to define a rate
matrix that varies by zone to zone and capacity break (e.g. weight).

Zone Transition Cost The Zone Transition Cost allows you to create a fixed charge
that will be assessed when a vehicle travels from one zone to another. One possible use
for this feature would be to include toll charges as vehicles travel. After creating Transition
Cost matrices, they can be assigned to various carriers.

Automatic Shipment Consolidation/Deconsolidation Within the Optimization


Parameters the user can choose to activate automatic shipment
consolidation/deconsolidation settings. The user can specify the windows for consideration
as well as maximum shipment size and whether shipments should be split equally. This
functionality will enable ease of data entry of shipments, as well as easy what-if scenarios
for changing pickup/delivery windows.

LTL Carriers consolidate shipments In previous versions of Transportation Analyst,


if a shipment was eligible to use an LTL carrier, it would be rated only as a single shipment.
In Transportation Analyst V2.5, the optimization can consider combining several shipments
into a larger LTL shipment to get a better rate.

Earliness/Lateness Costs Costs can now be added for delivering to a site earlier or
later than the desired delivery window.

Decomposition For large models where there is a logical way (e.g. time or location)
to break the model into smaller components, Transportation Analyst V2.5 offers
decomposition capability. The user will classify shipments into Decomposition Groups
and then choose to Use Decomposition in the Optimization Parameters.

Additional Rest Periods There is now the ability to model a primary and secondary
rest requirement. For example, there may be daily requirements as well as a weekly
requirement that must both be followed.

Site Resources Resource constraints at both the warehouse and customer locations
will limit the number of simultaneous loads or unloads at a location. This can help model
dock doors or labor restrictions.

Fleet Groups Fleets can now be classified into Fleet Groups and then a restriction
can be made on the total number of vehicles in that group.

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System requirements
512 MB of RAM

3 GB RAM recommended

Pentium 1.5 GHz processor

Dual Processor is recommended

More processors will allow concurrent batch optimization runs

64-bit processors are supported for larger model optimization runs

5 GB of hard drive space

100 GB of free space recommended

Application requires 1.5 GB of hard drive space

Each scenario of a project uses approximately 70-500 MB

Operating System

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Microsoft Windows XP Professional SP2 minimum

Microsoft Windows 2003 Server, Vista, and Microsoft 2008 Server and Microsoft 64-bit
Operating Systems are supported

Microsoft .NET Framework 3.5 SP1 and SQL Server Express 2008 are installed by the
application

Transportation Analyst runs on an individual PC or via Terminal Services

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Getting started

Advises you on how to get started with Transportation Analyst and provides an overview of
recommended procedures.

In this section
Step by step instructions
Explains how to create a project in Transportation Analyst.

Copyright IBM Corp. 1987, 2009

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Step by step instructions


The following steps should be followed each time you build a model in Transportation
Analyst. These steps explain how to manually build each item. You can also use the
data import features for more efficient model construction. See Import data

1. Start a new project and set preferences.


a. See Create a new project.
b. See Scenario Preferences.
2. Set up zone definitions. See Create zone definitions.
3. Create warehouse information. See Warehouses.
4. Create customer information.
a. See Customers.
b. Set up customer availability calendars and time windows. See Availability
Calendars and Availability Calendar Windows.

5. Geocode all sites. See Geocode sites.


6. Create shipment information.
a. See Forward Shipments, Reverse Shipments, and Cross Shipments.
b. See Shipment Attributes and Attributes.
7. Create transportation data.
a. Build the carriers. See Fixed Carriers, Zone To Zone Carrier, and LTL Carrier.
b. See Carrier Attributes and Attributes.
c. Create vehicle rest requirements. See Vehicle Rest Requirements.
d. Create fleet information. See Fleets.
e. Set up zones serviced information. See Fleet Zones Serviced.
f. Set up distance information. See Distance Factors and Distance Matrix.
g. Add carbon emissions data. See Carbon Emissions.
8. Run the model and analyze results. See Run optimizer.
You can view the solution as a map or a Gantt chart.

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Interface guide

Provides details about the interface, menu items, data forms, reports, shortcut keys, and so
on.

In this section
Start page
Describes what you can do on the start page.

Menu items
Lists all the menu items in Transportation Analyst.

Data forms
Lists the data forms available in Transportation Analyst.

Reports
Lists the reports available in Transportation Analyst.

Shortcut keys
Lists all the shortcut keys available in Transportation Analyst.

Copyright IBM Corp. 1987, 2009

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Start page
The start page lists recently worked projects with their full paths. When a project is deleted
you will see a prompt asking if you want to remove it from the list as well. You can create
a new project or open an existing project from the start page.

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Menu items

Lists all the menu items in Transportation Analyst.

In this section
File menu
Lists the items on the File menu.

Visualization menu
Lists the items on the Visualization menu.

Data menu
List the items on the Data menu.

Optimize menu
Lists the items on the Optimize menu.

Solutions menu
Lists the items on the Solutions menu.

Help menu
Lists the items on the Help menu.

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File menu
Click the File menu to open a new project, open an existing project, close a project, save a
project, revert to a saved project, or exit Transportation Analyst.
New Project creates a new project.
Open Project opens an existing project.
Close Project closes the currently open project.
New Scenario creates a new scenario.
Import Scenario allows you to import a scenario from another Transportation Analyst
project.
Export Scenario allows you to export a scenario to a new Transportation Analyst project.
Save Project saves all data in the currently open project.
Save Project As saves all data in the currently open project as a separate project. You must
select a new folder and project name.
Revert to Saved disregards all recent changes to the project and reverts back to the
previously saved project file.
Recent Projects contains a list of recent projects. Click on a project to open it.
Exit exits Transportation Analyst.

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Visualization menu
Click the Visualization menu to filter, print, zoom, and perform other functions in the Map
View, Vehicle Schedule, and Site Schedule.
Filter opens the Visualization Filter dialog box. This allows you to view only selected sites,
fleets, or vehicles. Click OK to filter the views. Click Clear to remove the filter. Click Cancel
to close the dialog box without applying a filter to the views.
View Map Click once to check or uncheck the item. Checked items are visible, unchecked
items are hidden.
View Schedule Click once to check or uncheck the item. Checked items are visible,
unchecked items are hidden.
Schedule > Show Vehicle Schedule Click once to check or uncheck the item. Checked
items are visible, unchecked items are hidden.
Schedule > Show Site Schedule Click once to check or uncheck the item. Checked items
are visible, unchecked items are hidden.
Schedule > Copy Schedule to Clipboard copies the schedule to the clipboard. Then you
can open a file or create a new file in another application such as Microsoft Access (open
a form), Microsoft PowerPoint, Microsoft Excel, or Microsoft Word. Click the mouse cursor
where you want to insert the schedule and click Edit > Paste in that application. The
schedule will be inserted as a bitmap. Once it is inserted into another application, you can
resize the schedule by dragging the corners while holding down the shift key. Resizing the
schedule by dragging the sides will distort the image.
Schedule > Print allows you to print the schedule.
Schedule > Print Preview allows you to preview how the printed schedule will appear.
Schedule > Page Setup allows you to add headers and footers, manage sheets, and control
paper size, orientation, margins, and page order.
Schedule > Zoom Fit returns the zoom factor to the default setting.
Schedule > Zoom In allows you to zoom in on a particular region of the schedule so that
you can see more detail.
Schedule > Zoom Out allows you to zoom out so that you can see a larger region of the
schedule.
Map > Copy Map to Clipboard copies the map to the clipboard. Then you can open a file
or create a new file in another application such as Access (open a form), PowerPoint, Excel,
or Word. Click the mouse cursor where you want to insert the map and click Edit > Paste
in that application. The map will be inserted as a bitmap. Once it is inserted into another
application, you can resize the map by dragging the corners while holding down the shift
key. Resizing the map by dragging the sides will distort the image.
Map > Print allows you to print the map.
Map > Page Setup allows you to add headers and footers, manage sheets, and control
paper size, orientation, margins, and page order.
Map > Restore View Bounds returns the zoom factor to the default setting.
Map > Zoom In allows you to zoom in on a particular region of the map so that you can
see more detail.

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Map > Zoom Out allows you to zoom out so that you can see a larger region of the map.
Map > Pan allows you to click and drag the map in different directions so that different
areas will be visible in the viewing window.
Map > Default Interactor allows you to drag the cursor to pan, click to activate, press
CTRL to zoom in, and press CTRL + SHIFT to zoom out.
Map > Map Configuration opens the Map Configuration dialog box in the Map View.
It allows you to select which regions and features to show on the map.
Map > Show Solution Click once to check or uncheck the item. Checked items are visible,
unchecked items are hidden.
Map > Restore Default Settings reverts to the original shown as part of the solution.
Map > Manage SVG Symbols opens the SVG Management dialog box. From here, you
can import an SVG file to use as map symbols for further customization. You can also delete
an SVG symbol from this dialog box.
Map > Auto Link Refresh. Click once to check or uncheck the item. If this item is checked,
all links between symbols will be automatically refreshed to show any changes.

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Data menu
Click the Data menu to access the various Data forms, set preferences, and import and
export data.
Scenario Preferences allows you to set the Scenario Preferences.
Project Preferences opens the Project Preferences dialog box. You can set the Logging
Level or set the Geocoder Properties. See Geocode sites.
Import opens the Import Wizard for the selected data form. See Import data.
Import > Import All allows you to import an entire Transportation Analyst model in one
step. The file being imported must follow exactly the table and field names of Transportation
Analyst, although it is not required that all tables or fields are populated.
Export allows you to export the selected data form to Microsoft Excel or Microsoft Access.
See Export data.
Export > Batch Export opens the Batch Export dialog box. You can choose which data
input tables and solution report tables to export. You can also choose to export from one or
multiple scenarios. You can export to either Excel or Access.
Export > Export All Data allows you to export an entire Transportation Analyst model in
one step.

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Optimize menu
The Optimize menu allows you to set up and run the optimizer.
Parameters opens the Optimization Parameters dialog box. See Optimization parameters.
Run runs the optimizer.
Batch Run gives you the option to run the optimizer for one or more scenarios. You can
also choose to run the scenarios in parallel.

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Solutions menu
The Solutions menu allows you to examine the results of an optimization run. You can view
the various solution Reports, compare solutions, view logs, or do a batch export.
Solution Comparison allows you to Compare solutions.
Logs > Pre-Processing Log opens the log in a text editor.
Logs > Solver Log opens the log in a text editor.
Logs > Post-Processing Log opens the log in a text editor.
Pre-Processed Shipments shows all the shipments which will be sent to the solver. If you
are using the Consolidate/Deconsolidate Shipments feature, the data in this table could
be different than the data on the Shipment input forms. After the shipments have been
consolidated or deconsolidated, there could be more or less of them, and they could have
different weights, costs, or service times. This report gives you a way to see the results of
the consolidation/deconsolidation.
Batch Export opens the Batch Export dialog box. You can choose which data input tables
and solution report tables to export. You can also choose to export from one or multiple
scenarios. You can export to either Microsoft Excel or Microsoft Access.

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Help menu
The Help menu contains the following items:
Documentation opens the online help.
Options opens the Options dialog box where you can choose the Edit in Excel file format
you would like to use.
Restore Application Settings will restore all the application preferences to default values.
See What to do if the navigation panel is not usable.

Warning: If you restore the application settings to the default values, this cannot be reversed.

About provides information about your copy of Transportation Analyst.

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Data forms
Available data forms include:
Availability Calendars
Availability Calendar Windows
Warehouses
Customers
Hubs
Transition Cost Matrices
Transition Costs
Override Transit Matrices
Override Transit Matrix Data
Distance Matrix
Forward Shipments
Reverse Shipments
Cross Shipments
Fixed Carriers
Zone To Zone Carrier
Primary Zone to Zone Cost
Secondary Zone to Zone Cost
LTL Carrier
LTL Carrier Zones Serviced
Shipment LTL Carrier Assignments
Zone Lookup Carrier
Carrier Drop-off Charges
Scheduled Rest Calendars
Scheduled Rest
Vehicle Rest Requirements
Fleet Groups
Fleets
Shipment Hubs
Shipment Vehicle Assignments
Scenario Preferences
Distance Factors

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Fleet Zones Serviced


Carbon Emissions By Distance
Carbon Emissions By Freight
Attributes
Carrier Attributes
Shipment Attributes
Incompatible Attributes
Zone Definitions
Zones

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Reports
To view reports:

1. Right-click on a solution in the Scenario Manager and select Set as Active.


2. Select the report you want to view from the Solutions menu.
Available reports include:
Solution Summary Report
Baseline Solution Summary Report
Fleets Report
Load Events
Shipment Report
Shipment Travel Events Report
Shipment Lifetime Report
Hub Report
LTL Carrier Report
Unload Events
Vehicle Report
Vehicle Travel Events Report
Vehicle Lifetime Report
Rest and Idle Events Report

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Shortcut keys
The following is a list of keystrokes in Transportation Analyst that provide shortcuts to
various menu commands.

Keys

Function

CTRL + A

Open the Carriers form

CTRL + C

Copy the selected text onto the Clipboard

ALT + D

Open the Data menu

ALT + F

Open the File menu

CTRL + F

Open the Fleets form

CTRL + SHIFT + F

Open the Filter form

ALT + H

Open the Help menu

CTRL + H

Open the Hubs form

CTRL + I

Open the Shipments form

CTRL + M

Open the Solution Summary report

CTRL + N

New Project

CTRL + O

Open Project

ALT + O

Open the Optimize menu

CTRL + P

Open the Parameters

CTRL + SHIFT + M

Copy Map to Clipboard

CTRL + R

Run the Optimizer

ALT + S

Open the Solutions menu

CTRL + S

Save Project

CTRL + SHIFT + S

Copy Schedule to Clipboard

CTRL + U

Open the Customers form

ALT + V

Open the Visualization menu

CTRL + V

Paste the contents of the Clipboard at the current location

CTRL + W

Open the Warehouses form

CTRL + X

Cut the selected text and place it on the Clipboard

F1

Open the online help

Input and Report Forms

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You can use the TAB key to jump to different form controls including the Navigation
pane. Once your focus is within a control, you should be able to use an arrow key to

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navigate. For example, if your focus is on the New button on the toolbar, you should be
able to use the right arrow key to move to Delete and then use the down arrow key to
select a delete option. Ctrl + TAB will get you out of the grid.

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For Input Forms only, CTRL + G brings focus to the Navigation panel, then you can
either TAB through each link item or type in the first letter of item text to move focus to
a desired link item.

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How to topics

Common procedures.

In this section
Create a baseline model
Describes how to create a baseline model in Transportation Analyst.

Model carbon emissions


Describes how to model carbon emissions in Transportation Analyst.

Copy a scenario
Describes how to copy a scenario.

Enter fixed carrier information


Describes how to enter fixed carrier information.

Enter zone to zone carrier information


Describes how to enter zone to zone carrier information.

Enter zone lookup carrier information


Describes how to enter zone lookup carrier information.

Enter LTL carrier information


Describes how to enter LTL carrier information.

Compare solutions
Describes how to compare solutions.

Copyright IBM Corp. 1987, 2009

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Display solutions
Describes how to display solutions.

Edit solutions
Describes how to edit solutions.

Input distance information


Describes how to input distance information in Transportation Analyst.

Create zone definitions


Explains how to create and edit zone definitions.

Export data
Describes how to export data from Transportation Analyst.

Edit data
Describes how to edit data in Transportation Analyst.

Filter data
Describes how to filter data.

Geocode sites
Describes how to geocode sites.

Import data
Describes how to import data.

Open a project
Describes how to open a project.

Create a new project


Describes how to create a new project.

Print solutions
Describes how to print maps and vehicle and site schedules.

Run optimizer
Describes how to run the optimizer to create a solution.

Edit in Excel guidelines


Provides more detailed information on how to edit.

Use attributes
Describes how to use attributes in Transportation Analyst.

Customize the map


Describes how to customize the map.

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Create a baseline model


A baseline model is an approximation of your current real-world transportation situation.
You can use this baseline model to make comparisons with other solutions as you try to
improve your transportation plan. Costs of various hypothetical solutions can be compared
to this baseline analysis.
In Transportation Analyst, you create a baseline model by assigning shipments to particular
vehicles using the Shipment Assignments form. You can then choose to use these shipment
vehicle assignments as a baseline in the Optimization Parameters form.
To create a baseline model:

1. Select Data > Shipments > Shipment Assignments.


2. Enter your historical data in the ShipmentVehicleAssignments tab or the Shipment
LTL Carrier Assignments tab.

3. Select Optimize > Optimization Parameters.


4. In the Shipment Vehicle Assignments drop-down list, select Use Shipment Vehicle
Assignments As Baseline.

5. Click Run.
This will create a baseline solution. You can then do solution comparisons with this baseline
as you try to improve your transportation plan.
For more information about running the optimizer using the data from the Shipment
Assignments form, see Optimization parameters.

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Model carbon emissions


You can model carbon emissions in your transportation plan using the Carbon Emissions
forms. You enter various factors used to calculate carbon emissions associated with each
carrier.
Transportation Analyst optimizes the plan for the lowest total cost and then reports total
carbon footprint to be used as an additional factor in decision making.
To model carbon emissions:

1. Select Data > Transportation > Carbon Emissions By Distance and/or Carbon
Emissions By Freight.

2. In the Carbon Emissions By Distance form, enter the following data for each carrier:
Distance Per Fuel, CO2 Per Fuel, and Responsibility Factor. In the Carbon
Emissions By Freight form, enter the following data for each carrier: CO2 Per Freight,
Weight Per Ton, and Responsibility Factor.

3. Select Optimize > Run to create a solution.


4. Selection Solutions > Summary Report.
The Total Carbon Emissions is listed in the Vehicles section of this report.
A vehicle's total carbon emissions are calculated as: ((distance_traveled / distance_per_fuel)
* co2_per_fuel * responsibility_factor * .01 * .001) + ((travelDistance * travelWeight) /
weightPerTon) * CO2PerFreight * responsibilityFactor * .01 *.001

Note: The .01 is to convert the responsibility factor to a decimal, and the .001 is to convert
kilograms to metric tons.

The responsibility factor is just the percentage of the vehicle's carbon emissions that will
actually be reported. For example, if you set it to 50% and the vehicle emits 10 metric tons,
only 5 metric tons will be reported on the vehicle and fleet reports.

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Copy a scenario
To copy a scenario:

1. Select the scenario you want to copy in the Scenario Manager.


2. In the Scenario Manager, right-click the scenario, and click Copy Scenario.
The copy will appear in the Scenario Manager. The copy will have the same name as the
scenario that was copied except that its name will begin with Copy Of:

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Enter fixed carrier information


To enter fixed carrier information:

1. Click Data > Transportation > Carriers.


2. Select the Fixed Carriers tab on the Carriers form.
3. To create a new fixed carrier, click the New button. The new fixed carrier will appear
in the list with a set of default values. You can edit these values in the form or in
Microsoft Excel.

4. When you are done editing the values, click the Close button.
The Carriers form contains information about the carriers that will be transporting your
shipments. This data must be added to the model before running the optimizer. To delete a
carrier, select the carrier and click on the Delete button.

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Enter zone to zone carrier information


To enter zone to zone carrier information:

1. Click Data > Transportation > Carriers.


2. Select the Zone To Zone Carrier tab on the Carriers form.
3. To create a new zone to zone carrier, click the New button. The new zone to zone
carrier will appear in the list with a set of default values. You can edit these values in
the form or in Microsoft Excel.

4. When you are done editing the values, click the Close button.
The Carriers form contains information about the carriers that will be transporting your
shipments. This data must be added to the model before running the optimizer. To delete a
carrier, select the carrier and click on the Delete button.

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Enter zone lookup carrier information


To enter zone lookup carrier information:

1. Click Data > Transportation > Carriers.


2. Select the Zone Lookup tab on the Carriers form.
3. To create a new zone lookup carrier, click the New button. The Create a New Record
dialog box appears. The zone lookup carrier allows you to define a rate matrix that
varies by zone to zone and capacity break (e.g. weight). You can name the carrier and
select a Cost Type, Measurement Type, and Zone Definition for the carrier.

4. When you are done editing the values, click the OK button.
The Carriers form contains information about the carriers that will be transporting your
shipments. This data must be added to the model before running the optimizer. To delete a
carrier, select the carrier and click on the Delete button.

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Enter LTL carrier information


To enter LTL carrier information:

1. Click Data > Transportation > Carriers.


2. Select the LTL Carrier tab on the Carriers form.
3. To create a new LTL carrier, click the New button. The new LTL carrier will appear
in the list with a set of default values. You can edit these values in the form or in
Microsoft Excel.

4. When you are done editing the values, click the Close button.
The Carriers form contains information about the carriers that will be transporting your
shipments. This data must be added to the model before running the optimizer. To delete a
carrier, select the carrier and click on the Delete button.
For more information about creating LTL carriers using RateWare, see Using RateWare to
model LTL carriers.

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Compare solutions
To compare solutions:

1. Click Solutions > Solution Comparison.


2. In the Solutions Comparison form, the solution in the active scenario will be shown.
Note:

If no solutions exist in the project, then this form will be


empty.

3. Select the solutions you would like to compare with the active scenario's solution from
the list on the right of the form.
The Solutions Comparison form provides a side-by-side comparison of data from the
summary report of each selected solution. Click the Excel button to export the solution
comparison to Microsoft Excel. You can also compare solutions directly from the Solution
Summary Report form by clicking the Compare button.

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Display solutions
To display solutions:

1. Select a solution in the Scenario Manager using a left click.


2. If a scenario has a solution, it will appear as a file under the scenario folder. Be sure
that the scenario folder has been expanded by clicking on the + next to the folder.

Note:

If a - is displayed and no solution is visible, then an optimized solution


has not been saved.

3. Right-click on the solution and click Set as Active.


The complete solution will then be displayed as a map in the upper panel and as a Gantt
chart in the lower panel.

Note: If you do not see the map, click Visualization > Map. If you do not see the Gantt chart,
click Visualization > View Schedule.

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Edit solutions
To edit solutions:

1. Select a solution in the Scenario Manager using a left click.


2. Click the Solution Editing button in the Schedule.
3. Make manual changes, such as changing the order of pickup/delivery, moving shipments
to a different vehicle, or adding a new vehicle. The solution will automatically update
if the change is possible. If the change is not possible, a message will explain why.

4. When you are finished manually editing the solution, click the Finish Editing button
in the Schedule.

5. If you wish to save the changes you made, click Yes. If not, click No.

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Input distance information


In Transportation Analyst, ordinarily distances between warehouses and customers are
calculated using "as the crow flies" distances and an estimated road distance factor. However,
you can also input more specific distance data using the Distance Matrix form.

1. Click Data > Transportation > Distance Matrix to open the Distance Matrix form.
2. Click the Generate button to generate distance records. The Generate Site Pairs
dialog box opens. Click Generate to populate the distance matrix with all site pairs
within a certain distance of each other.

3. The Distance Matrix will now be populated with a matrix of all site pairs. You can
manually enter Distance and Transit Time data for site pairs.

4. However, it is more likely you would use a Calculation Method to do this automatically.
Choose a method and click Calculate. When you click the Calculate button, the
Distance Calculation Options dialog box opens. Select Distances Only, Transit
Times Only, or Distance and Transit Times and click OK

5. Transportation Analyst will inform you when the calculation operation is completed.
Distance Matrix form
Click Data > Transportation > Distance Matrix to open the Distance Matrix form. This
form can be used to input direct information about the distance between two sites or it can
also be used to calculate this distance.

Site 1 Type type of site 1 (warehouse, customer)

Site 1 ID ID of site 1

Site 1 Name name of site 1

Site 2 Type type of site 2 (warehouse, customer)

Site 2 ID ID of site 2

Site 2 Name name of site 2

Distance Distance (Miles, kms) between the two sites. If null, the straight line distance
will be used instead.

Transit Time Time (hours) to travel between the sites. If null, (distance / carrier speed)
will be used instead.

Calculation Method The method used to fill in the distance and transit times when
Calculate is clicked.

Valid Whether the values have been calculated and are usable by the solver. To try to
calculate invalid records, click Calculate.

Override Transit Matrices and Override Transit Matrix Data forms


You can override the Transit Time values in the Distance Matrix form by using the
Override Transit Matrices and Override Transit Matrix Data forms. For example, you
may have several carriers and want to use different sets of transit times for each of them.

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Click Data > Transportation > Override Transit Matrices to open the Override Transit
Matrices form. This form simply enables you to create an override matrix. There is only
one field, the Name of the override matrix.
Click Data > Transportation > Override Transit Matrix Data. The Override Transit
Matrix Data form allows you to populate the override matrix. You can use the Generate
and Calculate buttons in the same way they are used in the Distance Matrix form.

Override Transit name of the override transit matrix

Site 1 Type type of site 1 (warehouse, customer)

Site 1 ID ID of site 1

Site 1 Name name of site 1

Site 2 Type type of site 2 (warehouse, customer)

Site 2 ID ID of site 2

Site 2 Name name of site 2

Transit Time Time (hours) to travel between the sites. If null, (distance / carrier speed)
will be used instead.

Calculation Method The method used to fill in the distance and transit times when
Calculate is clicked.

Valid Whether the values have been calculated and are usable by the solver. To try to
calculate invalid records, click Calculate.

Note: The Override Transit Matrix Data only allows you to create a matrix for Transit Time,
not for Distance values.

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Create zone definitions


To create zone definitions:

1. Click Data > Zone Definitions.


2. In the Zone Definitions form, click New to add a new zone definition. Name the zone
definition.

3. In the right-hand side of the Zone Definitions form, click New to add zones to the
zone definition.
After you create zones in a zone definition, you can attach fleets to a particular zone using
the Fleet Zones Serviced form.

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Export data
To export data:

1. Click Data > Export and select the data form you wish to export.
The Export as dialog box opens.

2. Select the location where you want to save the exported file.
You can either select an existing Microsoft Excel or Microsoft Access file or create
a new file.

3. In the Save as type field, select either Access (*.mdb) or Excel (*.xls).
Note:

If you export to an Excel file, choose an Excel file that does not contain
any charts or graphs. If you successfully export to an Access file, a new
table will be added to the file that contains the Transportation Analyst data.
If you successfully export to an Excel file, a new page will be added at the
end of the Excel file.

4. In the File name field, use the default name of the form or enter a new name for the
file.

5. Click Save.
After a successful export, you will be given the name of the worksheet, table, or file in which
the data is located. A dialog box will ask you if you want to open the new file in Excel or
Access. Click Yes or No.

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Edit data
There are three main ways to edit data:

use Transportation Analyst forms


Editing data in this way requires you to make changes one at a time. Open the appropriate
form and highlight the record that you wish to change. Enter the new data directly in the
form. Some forms allow you to add and delete records.

use the Edit in Excel feature


Using the Edit in Excel feature allows you to make many changes at once. However,
you cannot delete records or change ID values. Click on the Excel button on the form
and then edit the information in the temporary Microsoft Excel file that is opened.
When changes are completed, close Excel and save your changes. For more information,
see Edit in Excel guidelines.

edit the original Excel or Microsoft Access file and then re-import the changed fields
If you need to add or edit many records, it may be most efficient to modify your original
Access or Excel file and then re-import your data. If the IDs on the appropriate
Transportation Analyst form no longer match the IDs in the data to be imported, first
delete the entries by using the Delete button. Then import the data again.

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Filter data
To filter data:

1. Open the data form.


2. Click Filter > Edit Filter.
The Filter form opens. This form allows you to select and view only records that satisfy
a particular set of conditions. To specify a condition, first select a field name from the
first drop down list. Next, specify the operator, such as =, Contains, Begins, and
Ends. Finally, enter a value.

3. Click the Add button to add another condition, if desired. If you have more than one
condition, you can decide whether to filter records that satisfy Any of the conditions
or filter on records that satisfy All the conditions.

4. Click the OK button to apply all the specified conditions and to close the Filter form.
Only records where all of the specified conditions exist will be displayed in original
form.

Note:

Filters are not saved when the original form is closed. Therefore, all records
are always displayed when a form is opened.

5. To remove all filters, click Filter > Clear Filter.

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Geocode sites
To geocode sites:

1. Click Geocode on the Warehouses, Hubs, or Customers form.


2. Click Geocode > Geocode Properties to select a geocoding database.
Note:

The default geocoding database US 5 digit Zip 2006.mdb requires


5-digit zip codes to geocode sites in the United States.

3. To geocode a selected record, click Geocode > Geocode. To geocode all filtered
records, click Geocode > Geocode Filter. To geocode all records in a form, click
Geocode > Geocode All.
Geocoding involves finding the latitude and longitude values necessary to geographically
model the location of your warehouses and customers.
For more information about using PC*Miler for geocoding, see Using PC*Miler for geocoding.

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Import data
To import data:

1. Click Data > Import and select the data form you wish to export.
The Import Wizard opens.

2. Click the Browse button to find the location of the file to import.
You can import data from Microsoft Access tables or Microsoft Excel worksheets
into Transportation Analyst forms.

3. Select the file and click Open.


The Available tables appear in the Import Wizard.

4. Select the table you want to import and click Next.


In the Import Setup, map the fields from the imported files to the appropriate names
of fields in the Transportation Analyst form.

5. Click Next to validate the data.


6. Click Finish to import the data.
7. You will be notified if new records were detected in the source data. Click Yes to add
the new records.
You will be notified if the import completed successfully.

Note: You can also use the Import All feature to import an entire Transportation Analyst
model in one step. The file being imported must follow exactly the table and field names
of Transportation Analyst, although it is not required that all tables or fields are
populated.

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Open a project
To open a project:

1. Click File > Open Project.


2. Select the desired Project File (*.itap) file from the Open Existing Project
dialog box.

3. Click Open.
The project will open in Transportation Analyst.

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Create a new project


To create a new project:

1. Click File > New Project.


2. The Save New Project As dialog box appears. Select a filename and a directory where
the project data is to be stored.

Warning:

Note:

DO NOT select a directory that already contains a Transportation


Analyst, Logic Chain, LogicNet, or LogicNet Plus project.

It is not necessary to create a new project if you want to analyze a separate


scenario with roughly the same data.

3. Click Save.
The new project will open in Transportation Analyst.

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Print solutions
To print solutions:

1. Select the solution you want to print in the Scenario Manager.


2. To print the map, click Visualization > Map > Print.
3. To print the vehicle or site schedule, click Visualization > Schedule > Print.
The selected map or schedule will print on your default printer. You can also use Print
Preview and Page Setup to control your printing.

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Run optimizer
To run the optimizer:

1. Click Optimize > Parameters and set the parameters.


2. Click Optimize > Run or click the Run button on the Optimization Parameters
dialog box.
Depending on the size of the problem, the solver will take a variable amount of time to
perform the optimization.
For more information, see Optimization parameters.

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Edit in Excel guidelines


The Edit in Excel feature is activated by clicking on the Excel button on various data and
report forms. This feature brings up the Transportation Analyst data in Microsoft Excel
for easier editing.
When using the Edit in Excel feature, please follow these rules:

Do not edit the ID field. You can change the ID's only through the appropriate
Transportation Analyst form. (If you want to do lots of import/export operations, do not
edit this field at all).

Do not delete records. Warehouses and customers can be deleted only through the
Transportation Analyst forms.

Note:

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You will often want to deactivate a warehouse or customer rather than delete it,
and this operation can be performed using Edit in Excel.

Do not delete any rows or columns or change the name of any column. The Edit
in Excel editor will import data based on the name of the column, so do not delete or
change the name of any column. Additional columns added by the user will be ignored.
If you want to use formulas to total a column (creating a new row for the total), export
your data to an Excel spreadsheet and save the Excel file separately. You can export your
data through the menu by selecting Data > Export and the appropriate table.

The name fields provided are for commenting purposes only (except on warehouse
and customer forms). It is OK to sort by these fields, but any name changes made will
be ignored. If you want to change the name of a warehouse or customer, then you can
use the appropriate Transportation Analyst form or the Edit in Excel editor.

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Use attributes
Attributes can be used to model situations such as:

refrigerated shipments that require transport on refrigerated carriers

incompatible shipments that cannot be carried on the same vehicle

For example, if you want to model a situation where you have some shipments that require
refrigerated transport but you have two carriers, one with refrigerated carrying capacity
and one without, then you can use attributes to model this situation.
To use attributes:

1. Select Data > Attributes > Define Attribute. Create a new attribute called
refrigerated.

2. Select Data > Attributes > Carrier Attributes. For the carrier with refrigerated
carrying capacity, assign the refrigerated attribute to this carrier.

3. Select Data > Attributes > Shipment Attributes. For the shipments requiring
refrigerated transport, assign the refrigerated attribute to the shipments.
When you run the optimizer, the engine behaves as follows:

vehicles in the refrigerated carrier can carry any shipment, refrigerated or not

vehicles from the carrier without the refrigerated attribute can carry only shipments
without the refrigerated attribute

For more information, see Attributes, Carrier Attributes, Shipment Attributes, and
Incompatible Attributes.

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Customize the map


To customize the map:

1. Select a solution in the Scenario Manager using a left click.


2. In the Map Settings, click Customers, Skipped Customers, or Warehouses. You
can choose different symbols to represent these locations. You can also change the
color and size of the symbol.

3. You can change the color and width of the lines used to connect warehouses to
customers or customers to customers on the map.

4. You can also change the background color for different countries and bodies of water.
The map will automatically update as you change the map settings. To revert to the original
map, click Visualization > Map > Restore Default Settings.

Note: You can import your own symbols. Click Visualization > Map > SVG Management
and specify a SVG file to import. You can also delete a SVG symbol from the SVG
Management dialog box.

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Advanced topics

Topics that only apply to advanced users or for specific plug-ins and add-ons.

In this section
Optimization parameters
Explains how to set optimization parameters.

Using RateWare to model LTL carriers


Explains how to use RateWare to model LTL carriers.

Using PC*Miler for distance calculations


Explains how to use PC*Miler for distance calculations.

Using PC*Miler for geocoding


Explains how to use PC*Miler for geocoding.

Copyright IBM Corp. 1987, 2009

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Optimization parameters
To create a transportation solution from data input, the optimizer generates a first solution
and then improves this solution using local search.
In many transportation problems, good solutions must be computed very quickly. However,
the computational complexity of routing in general makes it impractical to use complete
search methods to obtain optimal solutions except for very small problems. Therefore,
Transportation Analyst uses a two-phase approach for solving transportation problems. The
first phase consists of generating a first solution that satisfies the problem. In phase two,
the optimizer improves this first solution using local search. You can control both phases of
search using the optimization parameters.
Finding a first solution
The first phase of search is to create a first solution. The optimization parameters allow you
to choose among six varieties of the nearest addition heuristic as well as the automatic,
savings, and insertion heuristics. To change the first solution heuristic, choose one in the
First Solution Heuristic drop-down list in the Optimization Parameters dialog box.

Note: You can easily generate multiple scenarios, each using a different first solution heuristic.
Click Generate Scenarios for First Solution Heuristics and select the first solution
heuristics for which copies of the original scenario will be created. Click Generate to
create the new scenarios. You can also create solutions for these multiple scenarios
using the Batch Solver Run feature. Select Optimize > Batch Run. Select the
scenarios that you want to optimize and click Run.You can choose how many scenarios
to optimize in parallel.

The following first solution heuristics are available:

Automatic The optimizer will try to use the best first solution heuristic based on your
data.

Insertion The insertion heuristic works by inserting each visit (in the order they were
created) at the best possible place, in terms of cost.
The heuristic operates as follows:

1. Let all vehicles have empty routes.


2. Let L be the list of unassigned visits.
3. Take a visit v in L.
4. Insert v in a route at a feasible position where there will be the least increase in cost.
If there is no feasible position, then the goal fails.

5. Remove v from L.
6. If L is not empty, go to step 3.

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Nearest Addition The nearest addition heuristic builds routes by adding the visit closest
to the end of the route first.

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The basic nearest addition heuristic can be described as follows. For all vehicles:

1. Denote the vehicle to be considered by w.


2. Start with a partial route consisting of the departure from the depot.
3. Find the visit v which is closest (that is, least costly to get to) to the end of the current
partial route of w. If it is not possible to find such a visit without violating constraints,
close the current partial route w, choose another empty vehicle and go to step 2. If
no empty vehicles exist, there is a failure to find a first solution.

4. Add v to the end of the partial route.


5. Go to step 3.
6. If all vehicles have been used, the remaining visits are constrained to be unperformed.
If one of these visits must be performed, there is a failure to find a first solution.
Varieties of the nearest addition heuristic can be built using combinations of modes:
Forward/Backward and Parallel/Serial. The modes operate as follows:

Forward/Backward This mode determines how the heuristic extends routes. The
forward mode extends the route forward from the first visit. The backward mode
extends the route backward from the last visit.

Parallel/Serial If the first solution is in parallel mode, then many vehicles are open
for additions at the same time. The visit added will be the least costly to add measured
over all open vehicles.

PairLIFOParallel/PairLIFOSerial These two varieties of the nearest addition heuristic


work best with shipments that must follow a LIFO (Last In, First Out) loading procedure.
To understand how this heuristic works, imagine two threads of visits: at the left, pickups
are stacked last one at the right; at the right, deliveries are added last one at the left.
The routes formed are of the type:
P_1P_2...P_n.D_n...D_2D_1
The PairLIFO heuristics can operate in parallel and serial modes. However, both PairLIFO
heuristics are pickup-forward and delivery-backward, so there are no forward/backward
mode variants.

Savings The savings heuristic is also available to use during search. The savings heuristic
is useful for finding solutions when the costs are complex and there is extra value in
spending more time to find a quality first solution.
The savings of serving a and b in the same route, denoted savings (a, b), is defined as
savings (a, b) = cost (a, Depot) + cost (Depot, b) - cost (a, b). The savings heuristic
generates a solution based on this equation.
It works like this:

1. Choose an arbitrary visit O (usually the depot), and for all pairs of visits (i, j), compute
the savings function: savings(i, j) = cost (i, O) + cost (O, j) - cost(i, j).

2. Sort the arcs (i, j) according to savings(i, j) in descending order, and put them in a
list L.

3. If all visits are scheduled, a first solution is found.

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4. If there are unscheduled visits, choose an untried vehicle v from the plan. (If there
are no untried vehicles, the unscheduled visits are constrained to be unperformed.
If one of these visits must be performed, no first solution is found.)

5. Scan L to find an arc that can be used to create an initial partial route for v. If no
such legal arc can be found, go to step 4, otherwise remove the chosen arc from L.

6. Scan L to find an arc that can be added to the start or end of the route. If no such
arc can be found, go to step 3, otherwise remove the arc from L, and repeat step 6.
Shipment Vehicle Assignments
On the Optimization Parameters form, the Shipment Vehicle Assignments field has
three options. These options affect how the records on the Shipment Assignments form
will be used:

Use Shipment Vehicle Assignments Assignments will be obeyed when finding a solution.
Shipments will either be skipped (if skipping is allowed) or be shipped by their assigned
vehicle.

Ignore Shipment Vehicle Assignments Assignments will be ignored when finding a


solution. Any capable vehicle can make any shipment.

Use Shipment Vehicle Assignments As Baseline The assignments will be used to find
a baseline solution; then the assignments will be ignored while the solver tries to improve
the solution.

Consolidate/Deconsolidate Shipments
Within the Optimization Parameters the user can choose to activate automatic shipment
Consolidation/Deconsolidation Settings. The user can specify the windows for
consideration as well as maximum shipment size and whether shipments should be split
equally. This functionality will enable ease of data entry of shipments, as well as easy what-if
scenarios for changing pickup/delivery windows.
Use Decomposition
For large models where there is a logical way (e.g. time or location) to break the model into
smaller components, Transportation Analyst offers decomposition capability. You can classify
shipments into Decomposition Groups and then choose to Use Decomposition in the
Optimization Parameters.
Improving the first solution
After the optimizer finds a first solution, it uses neighborhoods in the solution improvement
phase. The central idea of a neighborhood is to define a set of solution changes that represent
alternative moves that can be taken. The optimizer uses iterative improvement techniques
to modify the first solution using these neighborhoods. The search is iterative in that it tries
a series of moves in order to decrease the cost of the solution found. The search continues
to take such moves until the neighborhood contains no legal cost-reducing moves. This point
is usually termed a local minimum. The word local is used to signify that this point is not
guaranteed to be and, in fact, is not usually a global minimum. However, local search
is preferred for finding solutions to large transportation problems as quickly as possible.
The following parameters control the solution improvement phase:

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The Time Limit parameter sets the time limit to a specific number of seconds or to
infinity. When the time limit is reached, the best solution found up to that point will be
stored and used. The search time limit only applies to the solution improvement phase
and therefore has no effect on the time of the first solution phase.

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The Max Improve Steps parameter is the maximum number of solution improvement,
or local search, iterations. The default is infinity.

The Improve Step parameter is the minimal quantity by which the engine requires the
cost to improve between two consecutive improvement steps. The default is 0.1.

The Fixed Improvement parameter is a fixed constant, which is used to stop the
improvement phase when the first solution has been improved by this constant. The
default is infinity.

The Fixed Improvement Percentage parameter is a percentage, which is used to stop


the improvement phase when the first solution has been improved by this percentage.
The default is 100 per cent.

The Minimal Improvement Percentage and Maximum Moves without Improvement


parameters must be used together and are designed to stop the improvement phase if it
"stalls". The improvement phase is stopped if the solution has not improved by the
percentage given by the Minimal Improvement Percentage, for a consecutive number
of moves given by Maximum Moves without Improvement. The default for the Minimal
Improvement Percentage parameter is 0 per cent and the default for the Maximum
Moves without Improvement parameter is infinity.

The Guided Local Search (GLS) option causes a solution "cleanup" step after the solution
is found. Using Guided Local Search may improve the solution, but can be very
time-consuming on some models. Increasing the number of Guided Local Search
Iterations increases the likelihood that the solution will be improved, but also increases
the solver runtime.

Note: Select the Write log check box to force the engine to write a log to a text file located
in your project folder. This log file will be overwritten each time you solve unless you
make a copy.

Warning: Using advanced optimization settings could have adverse effects on the solution
generated and the solver runtime. Contact Customer Support before using the
Switch To Advanced settings feature.

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Using RateWare to model LTL carriers


RateWare enables CZAR Lite and other LTL rating tariffs provided by SMC3 to be used
within the Transportation Analyst application. (CZAR is an acronym for Complete Zip Auditing
and Rating.) RateWare is a rating engine produced by Southern Motor Carriers that is
distributed as both a stand-alone product and as a component of other applications. RateWare
provides a variety of sophisticated rating options, and the reader who wishes to use RateWare
is encouraged to read the RateWare Product Manual.

Note: In order to use RateWare Carriers, you must purchase this product from Southern
Motor Carriers.

Before applying RateWare Carriers to the optimization model, the user should verify that
RateWare has been installed and oriented properly by using the RateWare Setup form. To
do this:

1. Select Data > Transportation > Carriers.


2. Select the LTL Carrier tab on the Carriers form.
3. Click RateWare Setup.
The RateWare Setup form opens.
The RateWare Setup form is analogous to the Shipment Rating Screen of the RateWare
stand-alone program.
The RateWare Setup form lets the user edit the RateWare Data Path, which is the directory
in which the user has installed the RateWare data modules. The default RateWare installation
directory is c:\rateware. However, if the data modules are installed in a different directory,
the user should edit the RateWare Data Path appropriately. RateWare requires that all
the data modules be installed in a single directory.
Testing the RateWare setup
To test your RateWare setup, add your data to the Testing Input section of the RateWare
Setup form. Once this data has been properly entered, click the Rate button to rate the
information, or provide an error message if the rating is unsuccessful. You can view the
results in the Testing Output section of the RateWare Setup form. Click the Reset button
to test with new input.

Note: The user is strongly encouraged to perform at least one successful rating from within
the RateWare Setup form for each SCAC value he or she wishes to use in the model.

You can enter the following testing input data:

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Standard Carrier Alpha Code (SCAC)

Origin Zip

Destination Zip

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Freight Class

Weight must contain a value between 1 and 150 pounds

Tariff Year optional, if no value is specified will use the most recent year available

Discount (%) optional, if no value is specified will use 0% (no discount)

User-Defined Min

You can also choose to:

Apply RateWare Minimum Charges

Apply Discount to Minimum Charges

Note: The solver applies a % Discount to each RateWare carrier. The default discount value
is 0%, which results in no discount. A discount value of 25% would reduce the RateWare
shipping cost to three-quarters of its original value, and a discount of 75% would reduce
the cost to one-quarter of its original value. A discount of 100% would result in a free
carrier, but this discount value is prohibited.

Sample Testing Input data

Field

Description

Example

SCAC

Standard Carrier Alpha Code LITE

Origin Zip

5-digit zip code (source)

97405

Dest Zip

5-digit zip code (destination)

97405

Class

Product Class

100

Weight

Shipment weight (pounds)

50

Note: For information about troubleshooting RateWare, see RateWare Error Codes and
Messages

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Using PC*Miler for distance calculations


In Transportation Analyst, ordinarily distances between plants, warehouse and customers
are calculated using "as the crow flies" distances and an estimated road distance factor.
The PC*Miler product family has been integrated into Transportation Analyst to provide
very accurate road distance calculations.

Note: In order to use PC*Miler road distance calculations, PC*Miler must be purchased
separately. Transportation Analyst requires PC*Miler version 16 or later.

PC*Miler may be used in two ways:

distance calculations

geocoding

Distances between sites are determined using the Calculation Method field of either the
Distance Matrix or the Override Transit Matrices forms.
In order to calculate the distance between two sites, valid latitude and longitude values will
need to be provided first. See Using PC*Miler for geocoding. So, for example, if we had a
warehouse in Eugene, OR, and a customer in Boston, MA, the associated latitude and
longitude values would be required for both of these sites before the distance between the
two sites could be calculated.
Another restriction on PC*Miler distance calculations is that both sites must be located in
the selected PC*Miler region. For instance, PC*Miler will not calculate the distance between
New York, NY, and Paris, FR. However, if North America were selected as the region and
one tried to calculate the distance between Chicago, IL, and New York, NY, then the distance
would be calculated as expected.
To use PC*Miler for distance calculations:

1. Select Data > Transportation > Distance Matrix or Data > Transportation >
Override Transit Matrices.

2. If you have PC*Miler installed on your machine, the Calculation Method field on these
forms will contain several PC*Miler calculation methods, such as PC*Miler Practical,
PC*Miler Air, PC*Miler Avoid Toll, etc.
When you change the calculation method for a record in this table, it will be set to
Invalid. This means that the distance and transit time from that row will not be used
by the solver.

3. In order to make the row Valid, click the Calculate button.


The Distance Calculations Options dialog box opens. Click OK to attempt to
recalculate values for all the Invalid records using the selected Calculation Method.
If you are using PC*Miler on the Distance Matrix table, you can choose to calculate
distances only, transit times only, or both distance and transit times.

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Note:

Calculating distances only will set the transit time values to NULL and
vice-versa.

Using PC*Miler on the Override Transit Matrix Data table, which only has a Transit
Time column, means that there is no need to select whether you are calculating the
distance or transit time.
Various Route Options are available to determine the calculation of distances between sites.
Refer to your PC*Miler documentation for detailed information on these calculation types.
PC*Miler Route Options

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Air

National

Practical

Pre-Defined - allows the distance between sites to be set manually

Shortest

Toll Discouraged

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Using PC*Miler for geocoding


In order to use PC*Miler for geocoding, you must activate PC*Miler geocoding in the Project
Preferences form.

Note: In order to use PC*Miler geocoding, PC*Miler must be purchased separately.


Transportation Analyst requires PC*Miler version 16 or later.

You can also use PC*Miler for calculating distances and transit times. See Using PC*Miler
for distance calculations.
To use PC*Miler for geocoding:

1. Select Data > Project Preferences.


2. In the Project Preferences form, select PC*Miler Geocoder from the Geocoder
drop-down list.

3. Click Properties.
This will open the PC*Miler Preferences form. On this form, you can select what region
to use and which fields to use for geocoding, such as Zip Code, City, State, etc.
First Match/Exact Match
Transportation Analyst will provide PC*Miler with the information in the Zip Code, City, and
State fields when it tries to look up Latitude/Longitude values. So, for example, if the user
has selected North America as the Region and First Match Option and there is a customer
in Chicago, IL, (assume the zip code field is blank) then PC*Miler will find the
Latitude/Longitude for 60607 (the first matching location for Chicago). Alternately, if the
user has selected North America as the Region and Exact Match and there is a customer in
Chicago, IL, (assume the zip code field is blank) then PC*Miler will not find a
Latitude/Longitude pair because the data given is not exact enough.
Search indices
You have three different options for how you want PC*Miler to geocode your sites. You may
geocode by any one of the following:

City, State

Note:

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It is highly recommended that you couple the City/State search index with the
First Match option. The Exact Match option will not work well with large cities,
since large cities will have multiple PC*Miler matches one per city Zip Code.

Zip Code

Zip Code, City

Zip Code, State

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Zip Code, City, State

Geocoding in different regions


If the user wants to use PC*Miler for geocoding in Europe then they will have to select
Europe as the PC*Miler Region. To get the most exact results the user will have to provide
the country abbreviation in the state field. For example, if the user has 75001 as the Zip,
Paris as the City, and FR as the State then PC*Miler would be able to find an exact match
for the Latitude/Longitude value. However, if the user entered Paris for the city name and
the State and Zip Code fields were blank then they would not be able to get an exact match
(a first match might work, but we cannot guarantee that the Latitude/Longitude pair would
be found or that it would be in the correct country!).

Note: The country field is not used when geocoding European locations. What is used instead
is a two character country code that gets entered into the state field. For a list of
PC*Miler country abbreviations press F3 in PC*Miler.

In general, it is left to the user to provide enough detail so that PC*Miler can find accurate
results. By providing Zip Code, City, and State/Country Abbreviation the user will get the
best results from PC*Miler. Spelling errors, lack of Zip Code, or lack of State/Country
Abbreviation will produce inaccurate results.

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Troubleshooting

Lists error messages and common problems with suggestions on how to resolve them.

In this section
RateWare Error Codes and Messages
This is a list of error codes you may encounter when rating a shipment.

What to do if your model is infeasible or you only get a partial solution


Try these steps if your model is infeasible or you only have a partial solution.

What to do if the solver cannot find a solution when using Shipment Vehicle Assignments
Try these steps if the solver cannot find a solution when using Shipment Vehicle Assignments.

What to do if you receive a SQL Server error message when starting the application
Try these steps if you get a SQL Server error message.

What to do if the navigation panel is not usable


Try these steps if the navigation panel is not usable.

Copyright IBM Corp. 1987, 2009

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RateWare Error Codes and Messages


The following is a list of status codes that you may encounter in the course of rating a
shipment. These codes are returned in the field Error Status Code. Each code has a message
associated with it. (In some applications in the RateWare family, only the message may
occur; in others only the code may occur.) Along with the code and error message is a brief
description of a remedy for the error. If the remedy does not solve the problem (that is,
allow you to rate your shipment without an error occurring), call SMC at 800-272-3425.

Note: If several messages have the same corrective action, they have been grouped together.

The following messages mean the indicated file is missing or has been damaged. Restore
these files by reinstalling the system.

0100 REQUESTED INFORMATION NOT FOUND

0101 COULD NOT OPEN STATE ABRV. FILE (TDA.SEQ) OPNTDA

0102 COULD NOT OPEN TARIFF SELECTION FILE (TDS.SEQ) OPNTDS

0103 COULD NOT OPEN TARIFF EXCEPTION FILE (.E??) OPNTDX

0104 COULD NOT OPEN TARIFF ZIP CODE FILE (TDZ.BIN) OPNTDZ

0105 COULD NOT OPEN TARIFF TABLE FILE (TDT.BIN) OPNTDT

0106 COULD NOT OPEN EXCEPTION NAME FILE (TDN.ID?) OPNTDN

0107 COULD NOT READ TARIFF SELECTION FILE (TDS.SEQ) REDTDS

0108 COULD NOT READ TARIFF EXCEPTION FILE (TDX.TBL) REDTDX

0109 COULD NOT READ TARIFF ZIP CODE FILE (TDZ.BIN) REDTDZ

0110 COULD NOT READ TARIFF TABLE FILE (TDT.BIN) REDTDT

0111 COULD NOT READ EXCEPTION NAME FILE (TDN.ID?) REDTDN

0112 SEARCH FAILED ON TARIFF SELECTION TABLE (TDS.SEQ) SERTDS

0113 SEARCH FAILED ON TARIFF EXCEPTION TABLE (TDX.TBL) SERTDX

The following messages indicate that It is possible that either your Origin or Destination
ZIP code is not valid for the shipment date of the movement. That is, this ZIP code may have
been assigned some time after this date. Verify that the ZIP code is valid. If it is valid, then
the indicated file may be missing or damaged. Reinstall the System. If you find that the ZIP
code was not valid during that time period, selecting a ZIP code that is close geographically
may give you a satisfactory rate, but this is subject to agreement between the shipper and
carrier.

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0114 GET FAILED ON TARIFF ZIP CODE FILE (TDZ.BIN) GETTDZ

0115 GET FAILED ON TARIFF TABLE FILE (TDT.BIN) GETTDT

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The following message indicates that the indicated file is missing or has been damaged.
Restore it by reinstalling the System.

0116 GET FAILED ON EXCEPTION NAME FILE (TDN.ID?) GETTDN

If you receive one of the following messages, make sure you typed the ZIP code correctly,
that the ZIP code is within the territory governed by the Bureau Tariff you want to use, or
that the carrier whose Data Module you are using serves that point. Otherwise, it is possible
that this ZIP code is not valid for the effective date of the tariff. That is, this ZIP code may
have been assigned some time after this tariff's effective date. If thats the case, selecting
a ZIP code that is close geographically may give you a satisfactory rate, but this is subject
to agreement between the shipper and carrier.

0117 INVALID ORIGIN ZIP CODE - IVGORG

0118 INVALID DESTINATION ZIP CODE - IVDDST

The following message indicates that the ZIP code combination is not within the territory
governed by the tariff you want to use. If you are certain both ZIP codes are part of the
territory, then it is possible that the ZIP code pair is only valid in one direction.

0119 INVALID ZIP CODE COMBINATION -IVDCMB

The following message indicates that the system is trying to open the TDA.SEQ file, but
there is not enough memory to open it. Your computer is probably below the minimum level
of memory required to calculate shipments, but there was enough memory to start the
system. You must reconfigure your computer so that there is more memory.

0120 MEMORY ALLOCATION ERROR: TDA - MEMTDA

The following message indicates that the system is trying to open the TDA.SEQ file, but
there is not enough memory to open it. Your computer is probably below the minimum level
of memory required to calculate shipments, but there was enough memory to start the
system. You must reconfigure your computer so that there is more memory.

0121 APPLICABLE TARIFF NOT INSTALLED - IVDEFC

The following message indicates that a Data Module that governs your ZIP code pair is not
installed on your system, or the program cannot find the Data Module. This message
commonly occurs when you are using bureau tariffs, or when you fail to specify the SCAC
code for your individual carrier tariff. Refer to the procedures for installing Data Modules.

0121 APPLICABLE TARIFF NOT INSTALLED - IVDEFC

The following message indicates that the Shipment Date that you specified precedes Version
1.0 (4/1/85). Check the shipment date for this shipment and make sure it is later than 4/1/85.

0122 COULD NOT FIND VERSION RECORD FOR SHIPMENT DATE (TDV.SEQ) SERTDV

The following messages indicate that the ZIP code itself is not enough to rate this shipment.
You must specify a point name for the Origin and/or Destination fields. This message generally
appears when you are using Bureau Data Modules, but it can appear when you are using
Individual Carrier Data Modules.

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0123 CITY/STATE MUST BE SPECIFIED

0124 CITY/STATE FILE HAS BEEN BUILT

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The following message indicates that more than one Data Module can govern the specified
ZIP code pair. You must supply the complete Data Module name to the rating process. This
message tends to apply more to bureau tariff files than to individual carrier files.

0125 TARIFF MUST BE SPECIFIED 0126 TARIFF FILE HAS BEEN BUILT

The following message indicates that generally, either your CONFIG.SYS file has not been
set to at least 20 (FILES=20), or there is not enough space on your hard disk to write this
file.

0128 CAN'T OPEN CITY OR TARIFF FILE

The following message indicates that, generally, there is not enough space on your hard
disk to write this file or the system cannot resolve the movement because the point name
submitted does not match one in the Data Module.

0129 WRITE ERROR - CITY OR TARIFF FILE

The following messages indicate that the data path has not been set properly. Check the
file CzarInst.ini located in the Windows directory. This file should contain an entry for
the path where this product was installed. These messages should not occur if all system
files are in the same directory.

0130 COULD NOT OPEN VERSION FILE (TDV.SEQ) OPNTDV

0131 COULD NOT READ VERSION FILE (TDV.SEQ) REDTDV

The following message generally references a file name as well. There are several conditions
that can cause this message to occur. First, the referenced file may be missing for some
reason. Check the \RateWare directory (or wherever you installed your Data Modules) to
make sure the referenced file is there. Next, if you installed your system on a network,
another user may be using this Data Module at the same time. Check to see if there are any
other users rating shipments with that Data Module. (There could also be a problem with
the networks SHARE command.) Finally, there could be an undiscovered incompatibility
between the system and the Data Module. If you are sure the other two conditions are not
the problem, call SMCs Technical Support at 800-272-3425.

0140 LSEEK ERROR

The following message indicates that the tier number submitted in the rating process is not
valid for the tariff.

0141 INVALID TIER

The following message indicates that the packaging code submitted in the rating process
is not valid for the tariff.

0142 INVALID PACKAGE CODE

The following message indicates that the code submitted for type of pickup or drop off
service is not valid for the tariff.

0143 INVALID DROP/PICKUP CODE

The following message indicates that a request was made to rate a small package with a
weight of zero.

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0144 PACKAGE WEIGHT ZERO

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The following message indicates that the movement contains a request to use a class where
the rates for that class exceed 6 digits. Contact the carrier for the charges for this movement.

0145 PRICING EXCEEDS API LIMITS

The following message indicates that your CONFIG.SYS file has not been set to at least 20
(FILES=20).

0199 TOO MANY FILES OPEN - TOOMANY

The following message indicates that either the Data Module you want to use has not been
installed, or the system cannot find it. Use Data Module Maintenance to make sure the file
is installed. This message generally does not appear if you have installed all your systems
and Data Module files into the same directory.

0200 TARIFF FILES NOT FOUND - TARNF

The following message appears when you do not have enough memory to run the system.
Look at your CONFIG.SYS and AUTOEXEC.BAT files to see if you can free up additional
memory.

0201 MEMORY ERROR - MEMORY

The following message indicates that you do not have the most current version of the system
installed. With regular demand for additional Data Modules, SMC frequently updates the
system to handle new Data Modules with new data formats. If you have ordered additional
Data Modules, you may have received at least one that would not work with an earlier version
of the system. All registered system users should receive updated systems as they are
released, and all users should try to follow through with them by installing them as they are
received. If you have distribution media for a more recent version of the system, install it.
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0202 TARIFF EFFECTIVE RECORD CONTAINS INVALID TYPE (EFCREC.TBL) - TYPTAR

The following messages may mean that the objects paths are not specified properly. If you
have installed all files in the same directory, these messages may mean that the indicated
tariff data file has become damaged and should be reinstalled. If the error message references
the EFCREC.TBL file (messages 203 or 209), you may be able to recover it by first checking
to see if you have a file named EFCREC.BAK, deleting the EFCREC.TBL file, and copying
EFCREC.BAK to be EFCREC.TBL.

0203 (or 515) COULD NOT OPEN TARIFF EFFECTIVE FILE (EFCREC.TBL) EFCOPN

0204 COULD NOT OPEN TARIFF FACTOR FILE (.F??) FACOPN

Note:

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Since the first Data Module file to be opened is the TARIFF FACTOR FILE, 0204
would normally mean that the Data Modules have been installed into a separate
subdirectory.

0205 COULD NOT OPEN TARIFF ZIP/RBN FILE - ZRMOPN

0206 COULD NOT OPEN TARIFF POINT FILE (.P??) - PNTOPN

0207 COULD NOT OPEN TARIFF RATE FILE INDEX (.I??) - IDXOPN

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0208 COULD NOT OPEN TARIFF RATE FILE (.R??) - RTEOPN

0209 COULD NOT READ TARIFF EFFECTIVE FILE (EFCREC.TBL) - EFCRED

0210 COULD NOT READ TARIFF FACTOR FILE (.F??) - FACRED

0211 COULD NOT READ TARIFF POINT FILE INDEX

If your receive this message, make sure you typed the ZIP code correctly, and that the ZIP
code is within the territory governed by the tariff you want to use. Otherwise, it is possible
that this ZIP code is not valid for the effective date of the tariff. That is, this ZIP code may
have been assigned some time after this tariff's effective date.

0212 ORIGIN OR DESTINATION ZIP NOT IN TARIFF (.P??) - PNTRED

If you receive these messages, reinstall all Data Module Media for the selected tariff.

0213 COULD NOT READ TARIFF RATE FILE INDEX (.I??) - IDXRED

0214 RATE BLOCK NOT FOUND IN TARIFF RATE FILE (.R??) - RTERED

This message relates to the fact that the maximum number of Data Modules that can be
installed is 1000. When you get close to the 1000th Data Module, CzarMaintenance.exe
warns you that you are reaching the 1000-Module threshold. When you try to install the
1001st Data Module, you get this message. If you have fewer that 1000 Data Modules
installed, the EFCREC.TBL file may have become damaged. You may be able to recover by
first checking to see if you have a file named EFCREC.BAK, deleting the EFCREC.TBL file, and
copying EFCREC.BAK to be EFCREC.TBL. Otherwise, it may be necessary to delete the EFCREC.
TBL file and reinstall all your Data Modules.

0215 EFCREC.TBL IS FULL - EFCFUL

If you get one of these messages, make sure you typed the ZIP code correctly, and that the
ZIP code is within the territory governed by the Data Module you want to use. Otherwise,
it is possible that this ZIP code is not valid for the effective date of the module. That is, this
ZIP code may have been assigned some time after this module's effective date.

0216 ORIGIN NOT IN TARIFF (.P??) - BADORG

0217 DESTINATION NOT IN TARIFF (.P??) - BADDST

This message indicates that the ZIP code combination is not within the territory governed
by the Data Module you want to use. If you are certain both ZIP codes are part of the territory,
then it is possible that the ZIP code pair is only valid in one direction.

0218 COMBINATION NOT IN TARIFF (.I??) - BADCMB

If you get one of these messages, there could be a conflict between the system and the Data
Module you are using. Call SMCs Technical Support at 800-272-3425.

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0219 COULD NOT OPEN WEIGHT TYPES FILE - WTPOPN

0220 COULD NOT OPEN EXP FILE - EXPOPN 0221 COULD NOT OPEN LITE E BASE EBSOPN

0222 COULD NOT OPEN LITE E MATRIX (.K??) EMTOPN

0223 INVALID RBNO

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In general, if you get one the following COULD NOT OPEN messages, it could mean the system
may not be able to find the referenced file. This could be a problem with the Program Path,
or it could be a sharing violation on the network. Having all Program and Data files in the
same directory could limit these messages, and you should investigate if any other users
are in RateWare Family System.

0224 TOO MANY HCITY ENTRIES

0225 COULD NOT OPEN MIN FILE (.M??) - MINOPN

0226 COULD NOT READ MIN FILE - MINRED

0229 COULD NOT OPEN EXCEPTION FILE (.X??) - XCPOPN

0230 COULD NOT OPEN LANE ADJ FILE (.L??) - LALOPN

0231 COULD NOT OPEN LANE ADJ FILE (.A??) - LADOPN

In general, if you get one of these READ error messages, it could mean that the specified file
has been damaged or corrupted somehow. If you are using the system on a network, it could
also mean that there is some sort of SHARE problem that is not allowing multiple users to
access the specified file. If you are on a network, check to see if there are other users on a
RateWare Family System. Otherwise, reinstall the System Program Media.

0232 READ ERROR LANE ADJ (.L??) - BADLAL

0233 READ ERROR LANE ADJ (.A??) - BADLAD

If you get one of these messages, there could be an undiscovered problem with the system
and/or Data Modules. Make a note of the things you were doing before this message appears,
then call SMCs Technical Support at 800-272-3425. 0236 Border Crossing Rec NF - MXBCP
Internal error, a Mexican movement did not contain a valid border crossing point. Contact
SMCs Technical Support.

0234 TOO MANY PART 2 RECORDS LAL2BIG

0235 TOO MANY HITS FOR ARRAY - LAHCNT

This status will be returned by a version of the software that is not supported by SMC.
Contact Technical Support for an upgrade.

0240 CAN'T OPEN CZAR.TTP FILE - TTPOPN

In general, if you get one of these COULD NOT OPEN messages, it could mean that your
CONFIG.SYS file has not been set to at least 20 (FILES=20). If the FILES parameter is OK,
then the system may not be able to find the referenced file. This could be a problem with
the Program Path, or it could be a sharing violation on the network. Having all Program and
Data files in the same directory could limit these messages, and you should investigate if
any other users are in a RateWare Family System.

I B M

0241 Weight over Max of 999999 Line item weights add up to more than 999999,
system will not handle the movement.

0250 CAN'T OPEN RBA FILE (O??/H??) - RBAOPN

0260 CANT OPEN RBNO ADDONS TRBOPN

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This message indicates that the DLL EffectiveVersion.dll could not be found. Re-install
the distribution media and if problem persists contact SMCs Technical Support

0261 EFFECTIVE VER DLL NOT FOUND MODLIB

This message indicates that the entry point could not be found in EffectiveVersion.dll.
Re-install the distribution media and if problem persists contact SMCs Technical Support.

0262 EFFECTIVE VER GETPROCADDR - MODGPA

In general, if you get a COULD NOT OPEN message, it could mean that your CONFIG.SYS file
has not been set to at least 20 (FILES=20). If the FILES parameter is OK, then the system
may not be able to find the referenced file. This could be a problem with the Program Path,
or it could be a sharing violation on the network. Having all Program and Data files in the
same directory could limit these messages, and you should investigate if any other users
are in a RateWare Family System.

0270 CANT OPEN C CLS FACTORS - CFACOPN

This message indicates that the shipments rate basis contained a Minimum Charge that
exceeded $999.99 and the API in use will not work. Contact SMCs Technical Support for
the proper API and Server version.

0271 COULD NOT OPEN BORDER CROSSING POINT FILE (.BCP) - BCPOPN

0272 TABLE # NOT FOUND IN TTNO BADTNO

0273 COULD NOT OPEN PERCENTAGE BASING (.Q??) PBASOPN

0274 COULD NOT OPEN PERCENTAGE MATRIX (.J??) PMATOPN

0275 ADJUSTMENT NOT FOUND (.A??) ADJNF

0276 ERROR READING XCP FILE (.X??) - XCPRED

0277 MCO MC(s) > 999.99

This message indicates that the application has requested rating from a Data Module and
the wrong method was used for the Data Module Type. Correct the application.

0370 INVALID TARIFF THIS CALL - IVDMOD

This message indicates that the Package and the Service combination are invalid. Example:
Express Box and Ground service. Express Box is only valid for Air Services.

0371 INVALID PACKAGE/SERVICE (RatePackage) - PKGPSC

This message indicates that the Service and Drop-off/Pickup combination are invalid. Example:
Ground service and On Call Air Pickup.

0372 INVALID SERVICE/DROPOFF (RatePackage) - PKGSDC

This message indicates that the weight limit for the selected service is invalid.

0373 10oz WEIGHT LIMIT/SERVICE (RatePackage) - PKGLWL

This message indicates that there are more services in the selected small package tariff
than the client program has signified that it can handle. Before calling GetPackageInfo, the

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client program must set the ServiceCount. This tells the object how many services the client
program can receive. If that value is less than the number of services in the selected small
package tariff, then this error is sent back to the client program.

0374 DIM SERVICE ERROR (PackageInfo) - SDIMER

This message indicates that a total weight for all packages submitted is greater than the
maximum allowed.

0375 WGT INVALID - PKGWGT

This message indicates that the packaging type is a letter (LTR) and more than 1 package
was submitted.

0376 LTR AND PACKAGES > 1 - PKGLTR

This message indicates that a package weight submitted is greater than 150 lbs.

0377 PACKAGE > 150 LBS - PKG150

This message indicates that the number of packages weights submitted was greater than
99 or no package weights were submitted.

0378 NO. PACKAGES > 99 OR 0 - PKGNO

This message indicates that the Service Code submitted was not a valid service for the
carrier.

0379 INVALID SERVICE CODE - PKGCDE

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and run again.

0380 EITHER NEXT HEADER RECORD CODE IS NOT 01 OR INCORRECT # OF DETAIL


RECORDS IN HEADER; # TOO LOW

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and re-run.

0381 INPUT RECORD LENGTH INVALID

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and re-run.

0382 INVALID LENGTH FOR NEXT RECORD; NOT 264 OR 29 BYTES

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and re-run.

0383 INVALID # OF DETAIL RECORDS IN HEADER; GREATER THAN 20

This message indicates that both ZIP codes are identified as Mexican, but Data Module
selected does not allow rating of intra Mexico movements.

0384 Intra Mexico not available - MXNTRA

This message indicates that a US to Mexico Data Module was selected, but the request did
not contain a Mexico ZIP identified by an M in position 6. Correct and re-submit.

I B M

0385 MX Tariff, no MX zip MXNZIP

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This message indicates that the request contained a Mexico ZIP, but the Data Module selected
did not contain any Mexican information. Correct and re-submit.

0386 MX tariff not selected MXNTRF

This message indicates an internal error; the Mexican portion of the movement contained
more than 1 minimum charge. Contact SMCs Technical Support.

0387 Too many MX Min charges MXNIN

This message indicates that the request contained a Mexican ZIP code, but the Data Module
requested was not the complete 8-character name. Correct and re-submit.

0388 MX Tariff not 8 char MXTARNAM

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and re-run.

0390 DETAIL RECORD CODE IS NOT 02

If you get this message, the input file that contains the shipment information was created
with an invalid number of detail records. Correct file and re-run.

0391 INCORRECT # OF DETAIL RECORDS IN HEADER; # TOO HIGH

This message indicates that you should make sure your shipment date is within the effective
date of the tariff you have installed.

0394 TARIFF/RATE LEVEL NOT FOUND FOR SHIPMENT DATE SPECIFIED (IVDTSD)

This message indicates that either enter the correct SCAC or the tariff name for a currently
installed tariff, or install the desired tariff and try again.

0395 INVALID TARIFF NAME SPECIFIED (IVDTAR)

This message indicates that you should make sure the shipment date is in MM-DD-YYYY
format. Also, make sure the shipment date falls within the effective date of the tariff.

0396 INVALID SHIPMENT DATE (IVDDTE)

This message indicates that the Data Module requested is not supported by this version of
the software. Contact Technical Support for an upgrade to the Data Module.

0397 TARIFF TOO OLD (EFCOLD)

This message indicates that the Data Module requested requires a newer version of the
software to rate correctly. Contact Technical Support for an upgrade to the software.

0398 TARIFF TOO NEW (EFCNEW)

This message indicates that a Hit was found in the lane file that was not found in the
adjustment file. Contact Technical Support for an upgrade to the Data Module.

0399 ADJNO NF IN .A

This message indicates that you should use the proper NMFC class. Use 77 for 77.5 and 92
for 92.5.

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0400 INVALID CLASS (BADCLS)

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This message indicates that you should re-enter the class and continue. Make sure classes
77.5 and 92.5 are entered as 77 and 92. The 400 series error numbers deal with invalid
classes where the last two digits of the 400 series, corresponds to the detail record number
where the invalid class was encountered.

0401 - 04xx INVALID CLASS (DETAIL RECORD #01-XX)

This message indicates that the line item weight cannot be 0. The 500 series error numbers
deal with invalid weights where the last two digits of the 500 series, corresponds to the
detail record number where the invalid weight was encountered. Example: Error number
0503 means that the third detail record has an invalid weight. Correct detail record and
re-run.

0501 - 05xx INVALID WEIGHT (DETAIL RECORD #01-XX)

If you get any of the following messages, there is a problem with your network. Contact your
system administrator for problem resolution.

0600 WINSOCK ERROR, SEE LOG

0601 TIMEOUT WAITING FOR SERVER

0602 CLIENT/SERVER PROTOCOL MISMATCH

0603 PACKET SIZE > BYTES RECEIVED

0604 UNKNOWN RESPONSE RECEIVED

This message indicates that the RateWare found that CarrierConnect was installed and
attempted to initialize. Either the CarrierConnect DLL or Data have been deleted, or the
DLL and data files do not match the requirements of the RateWare system. The file
smc_ccdll.ini in the Windows directory must be deleted to correct the error.

0700 CarrierConnect Initialization Failed.

The following messages indicate that the client dll has detected a socket communication
error. Check to make sure RateWare Server is running. Check the rwClient.log file and the
RateWare Server server.log file for errors.

I B M

0702 Invalid CarrierConnect Function Call This function call has been
disabled. Correct and re-run.

0703 Invalid CarrierConnect RecordStatus Invalid RecordStatus field of BOF,


NXT, or EOF, should be UNQ or REC. Correct and re-run.

9990 Communication Error (sockets)

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What to do if your model is infeasible or you only get a partial solution


A "partial" solution means that it was necessary to skip required shipments (shipments with
a Skip Penalty of 999,999,999) in order to create the solution.
Here are some ways to try modifying a model to make the required shipments possible:

1. Try changing the skip cost of the shipments to something other than infinity (such as a
very high value like 1,000,000). This will make it easier for the solver to find a first
solution to the model by skipping some of the shipments. It will then attempt to improve
the first solution, possibly by performing those skipped shipments. If it is still unable to
perform some of the shipments, this will give you a better idea of which shipments are
causing the problem.

2. Expand the model span time make the Start Time earlier or the End Time later. It
may be impossible to make all shipments during the span.

3. Increase the length of Availability Calendars or the windows during which shipments
may be picked up and dropped off (the Pickup Earliest, Pickup Latest, Drop-off
Earliest, and Drop-off Latest fields). If the windows are very tight, it might not be
possible for a vehicle to make the pickup during an allowed time, drive all the way to
the destination, and make the drop-off during an allowed time, especially if there are
several required shipments with tight windows.

4. Increase the values in the constraints on fleets (Max Duration, Max Distance, or Max
Stops). Keep in mind that the duration of a vehicle includes time spent
loading/unloading/idling/resting, and not just drive time.

5. Try running the model with a different first solution heuristic. It can be possible for
some heuristics to find a solution while others are unable to. The heuristic can be
changed on the Optimization Parameters form. You can also generate several copies
of the scenario with different heuristics from the Optimization Parameters form, then
do a Batch Run to attempt to solve each of the copies.

6. Models with a large number of potential vehicles are more likely to run out of memory
while solving.
There are several ways you can lower the number of potential vehicles in a model:

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Decrease the number of Number of Vehicles on the Fleets form.

Use the Fleet Zones Serviced form to limit the zones a fleet can travel to. This will
limit the number of shipments a fleet is capable of making, which limits the number
of potential vehicles.

Carrier and Shipment attributes can also be used. A potential vehicle will only be
created if it has the necessary attributes to deliver a shipment.

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What to do if the solver cannot find a solution when using Shipment


Vehicle Assignments
If your model has unskippable shipments (shipments with a skip cost of 999,999,999), you
may find that the solver will be unable to find a solution when you are using Use Shipment
Vehicle Assignments or Use Shipment Vehicle Assignments As Baseline.
If this is the case, try setting your skip penalties to something other than 999,999,999. This
can help the solver to find a solution by skipping some shipments at least temporarily.
Another option is to use the Generate first solution heuristic. This can be set on the
Advanced Optimization Parameters form by replacing the sFsHeuristic line with
sFsHeuristic=Generate. Note that the Generate heuristic will be very slow unless every
shipment is assigned to a particular vehicle.

Note: You will need to contact technical support to get a password in order to access the
Advanced Optimization Parameters.

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What to do if you receive a SQL Server error message when starting


the application
When you start up the application, if you receive an error message such as Failed to
connect to SQL Server, you will need to manually start the service.
Here is how to manually start the service:

1. From the Start menu, Select Programs > Microsoft SQL Server 2008 >
Configuration Tools > SQL Server Configuration Manager.

2. In the SQL Server Services, select the service named SQL Server (ILOGSCAAPP08)
3. Right-click on the service and select Start.
4. Try to launch the application again.
5. If the application fails to start, please contact technical support.

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What to do if the navigation panel is not usable


If you are not able to use the navigation panel, you can restore the default application settings
by selecting Help > Restore Application Settings.

Warning: Restoring the application settings to the default cannot be reversed.

Consequences of restoring the application settings include:

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layout (size, location, pinned, etc.) of the navigation panel used in the forms are restored
to default

recent project list is cleared

batch export default directory is restored to default

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Forms
Input forms
Availability Calendars
Availability Calendar Windows
Warehouses
Customers
Hubs
Transition Cost Matrices
Transition Costs
Override Transit Matrices
Override Transit Matrix Data
Distance Matrix
Forward Shipments
Reverse Shipments
Cross Shipments
Fixed Carriers
Zone To Zone Carrier
Primary Zone to Zone Cost
Secondary Zone to Zone Cost
LTL Carrier
LTL Carrier Zones Serviced
Shipment LTL Carrier Assignments
Zone Lookup Carrier
Carrier Drop-off Charges
Scheduled Rest Calendars
Scheduled Rest
Vehicle Rest Requirements
Fleet Groups
Fleets
Shipment Hubs
Shipment Vehicle Assignments
Scenario Preferences
Distance Factors

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Copyright IBM Corp. 1987, 2009

Fleet Zones Serviced


Carbon Emissions By Distance
Carbon Emissions By Freight
Attributes
Carrier Attributes
Shipment Attributes
Incompatible Attributes
Zone Definitions
Zones
Report forms
Solution Summary Report
Baseline Solution Summary Report
Fleets Report
Load Events
Shipment Report
Shipment Travel Events Report
Shipment Lifetime Report
Hub Report
LTL Carrier Report
Unload Events
Vehicle Report
Vehicle Travel Events Report
Vehicle Lifetime Report
Rest and Idle Events Report

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Glossary

Idle time
Total idle time for a vehicle includes all non-rest and non-work time associated with the
vehicle.

Service time
Total service time for a vehicle includes all time spent loading or unloading the vehicle.

Span time
Total span time is the number of hours between a vehicle's start time and end time.

Work time
Total work time for a vehicle includes all driving time and service time associated with
the vehicle.

Copyright IBM Corp. 1987, 2009

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