Step 1 · Demand refresh
ASRS WorkbenchOpen demand board and refresh released order lines
Load current released demand, confirm planning horizon, and filter customer plus ship-to scope for this planning cycle.
Step 2 · Demand refresh
ASRS WorkbenchPrioritize lines by ship window and handling constraints
Sort released lines by ship-by cutoff, dock constraints, and customer priority class before any trip grouping starts.
Step 3 · Trip planning
ASRS WorkbenchStart Plan Transportation and isolate full-pallet candidates
Create single-SKU/full-pallet trip candidates first, enforcing max pallet thresholds and lane compatibility rules.
Step 4 · Trip planning
ASRS WorkbenchLock high-confidence full-pallet trips before mixed planning
Commit full-pallet trips with stable demand to reduce mixed-load complexity and avoid later reshuffling of near-complete trips.
Step 5 · Mixed pallet rules
ASRS WorkbenchPlan mixed/partial demand using pallet and line caps
Create mixed trips under 50-pallet and 70-line constraints while minimizing sales-order splits and honoring temperature/handling separation.
Step 6 · Mixed pallet rules
ASRS Workbenchmore context neededValidate route and dock compatibility for mixed loads
Cross-check each proposed mixed trip against dock route capacity, trailer type, and customer routing guides before final commit.
Step 7 · Finalize
ASRS WorkbenchSave finalized trips and complete transportation actions
Commit selected trips in ASRS, execute transportation completion steps, and capture generated trip ids for notification and tracking.
Step 8 · Finalize
ASRS WorkbenchRun post-commit sanity checks on trip totals
Verify pallet totals, order coverage, and unassigned residue after commit so planners can resolve stragglers before cutoff.
Step 9 · Notification
EmailNotify COP with trip coverage and exception summary
Send COP a structured summary containing trip ids, covered partners/orders, and any lines intentionally held out from this run.
Step 10 · Notification
Planning LogRecord planning decisions for replay and audit
Write key planning decisions, constraints applied, and unresolved exceptions into the planning log to support replay during service reviews.