RB Logistics: Global TMC Implementation Carrier Training Document. Status: RB Logistics: Global TMC Implementation.

Transcription

1 RB Logistics: Global TMC Implementation Current status Next steps RB Logistics: Global TMC Implementation Carrier Training Document Status:.0.04

2 Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION

3 Introduction Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 3

4 BOSCH TMC and TMS Introduction TMC = Transport Management Center The TMC is a cross-divisional unit that is preplanning, optimizing and coordinating transports as well as handling transport exceptions. BOSCH Plants TMS = Transport Management System The TMS is an IT system with a web-based user interface. The TMS consists of a transport management module (TM) and a freight cost management module (FM). BOSCH plants, suppliers, carriers work with the TMS. Carriers TMC Suppliers Customers Carriers will work with the new TMS. 4

5 Benefits Introduction + Standardization of transport ordering by using new TMS. Includes all relevant functionalities for transport ordering One solution for all transports going to BOSCH Easy to use + Standardization of transports by using defined routes that all parties agreed upon. Increased reliability Supplier Once a week FTL Carrier A Mega truck BOSCH plant Pick-up Delivery Tuesday Wednesday 06:00 07:00 :00 3:00 Effective from: August 04 + Transparency of transport orders (TOs) / loads for BOSCH plants, suppliers and carriers. Overview of all transport orders / loads Search, filter functions, order history + Exception management coordinated and reported by the TMC. Single point of contact Solution oriented Carriers BOSCH Plants TMC Customers Suppliers TMC and TMS offer benefits for all parties. 5

6 Introduction Routes For each transport relation to / from a BOSCH plant there is at least one route implemented. For each route the following set of parameters is defined: Delivery frequency Pick-up and delivery days Standard loading and unloading time windows Transportation mode Example for an implemented route Once a week FTL Carrier A Mega truck Carrier Equipment Effective date Pick-up Tuesday 06:00 07:00 Delivery Wednesday :00 3:00 Effective from: August 04 All transports have to be conducted according to the implemented route. 6

7 Routing instruction sheet Introduction The routing instruction (also sign-off sheet) contains all route parameters in written form: The routing instruction sheet is sent to all parties involved (Plant, Supplier/Customer, Carrier). It is accepted by default unless actively rejected. All relevant route information is provided in the routing instruction sheet. 7

8 cumulated # of OD- Pairs What transports are relevant? Introduction Transports going to the BOSCH plants in Hungary: McP RBHM RBHH All transports for which route details have been agreed in Phone calls Routing instruction sheets HU All other transport relations to BOSCH plants remain untouched until route details are discussed and agreed with you. 04/08/04 Go-live dates Relevant are all transports for which route details have been agreed with you. 8

9 Transport order (TO) vs. load Introduction Supplier A Load=TO Transport Order (TO) Plant Supplier B Load=TO Load3=TO3 Cross dock Load4=TO+TO3 Transport Order (TO) One load is always connected to one truck. One load can consist of more than one TO. 9

10 Tasks of carriers in the TMS Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 0

11 Load assignment Test_Carrier_ Load assigned/ Test_Carrier_ Tasks of carriers in the TMS No load assignment No transport! You will be informed about every assigned load via .

12 Tasks of carriers in the TMS Timeline for load assignment Load cut-off 4 pm Pick-up day - Pick-up Pick-up day Transport pick-up date Loads will be assigned to carrier until Monday Friday 4 pm Tuesday Monday 4 pm Wednesday Tuesday 4 pm Thursday Wednesday 4 pm Friday Thursday 4 pm Saturday Friday 4 pm Sunday Friday 4 pm All loads will be assigned to the carrier until 4 pm the day before pick. The carrier will be informed about the next day s loads via . All loads are automatically accepted by the carrier unless actively rejected. Loads can only be rejected by contacting the TMC via phone or . All loads for the following day will be assigned to you by 4 pm.

13 Tasks of carriers in the TMS Timeline transport execution and freight cost management Set Goods collected status Set Goods delivered status Possibility to check credit note value and place a claim 3 4 Pick-up days Delivery 5 days TO/Load in FM TO/Load rated TMS billing run Credit note data in BOSCH SAP for freight cost clearance TO/Load out of system TO/Load remains visible in the TMS for 85 days Carriers are responsible for fulfilling certain tasks according to a defined timeline. 3

14 TMS masks Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 4

15 Log into the TMS TMS masks 3. Open your internet browser and go to: ng=bosch 3. Type in your username and password 3. Press Start to log into the TMS. You have to change your password the first time you log in The password has to contain characters, digits and at least one special character ~-=\'{}[]:";<>?,./). The minimum password length is 8 characters. In order to carry out any task in the TMS you first have to log into the system. 5

16 TMS masks Main menu In the TMS the following masks are available: Freight costs Freight cost claims can be placed here. Quote request Shows overview of all quote requests for additional transports. Loading List Shows overview of all loads. The Goods collected/delivered status is set here. Extras Configuration of default values Logout The main menu is used to access the different masks in the TMS. 6

17 TMS masks Load details (/) Load header with the details of the transport: Assigned carrier Load status Transport start date and time Transport end date and time Roundtrip flag for FTL roundtrip transports Transport mode Equipment Route description Carriers can look up the details of all assigned loads in the TMS. 7

18 TMS masks Load details (/) In the section Transport list you see an overview of all transport orders that are part of this load. A load can contain one or more transport orders. Pick-up and delivery sequence Transport order status Pick-up and delivery address Pick-up and delivery date time Volume/ weight For more transport details click on transport order number. Carriers can look up the details of all assigned loads in the TMS. 8

19 Transport order details TMS masks By clicking on the transport order number the transport order details will be shown. The mask for transport order details is divided into four main parts: Order header with main transport order details Address information of consignor and recipient Transport details and times Package information and quantity and article information and quantity One load can consist of more than one transport order. 9

20 TMS masks Status of a load TM status FM status Assigned Collected Delivered Billing case created Goods received Attached Priced Clearable Load has been assigned to the carrier Load/TO has been collected Load/TO has been delivered (arrival at plant gate) Load/TO is now available in the FM module Load/TO has been received by the recipient Load/TO is now available in the FM module The price of the load/to has been calculated The load/to can be cleared in the next billing run Cleared A billing run has been conducted and credit note data has been transferred to BOSCH SAP for freight cost clearance Every single status of a load is documented and can be traced in the TMS. (T&T) 0

21 How to enter load details? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION

22 How to enter load details? How to enter load details? The carrier is responsible for entering load details, e.g. number plate, in the TMS. For entering load details you have to follow these steps: Step : Select the relevant load Step : Enter load details Carriers are responsible for adding relevant load details.

23 Step : Select the relevant load How to enter load details? Go to loading list Click on button Selection of assigned load : Overview of all assigned, collected and delivered loads Click on button Selection : Function for the searching by e.g. loading number, status of load or self-defined time periods Click on the number of the relevant load. A new mask with the load details will open. Select the load you want to enter load details for. 3

24 Step : Enter load details How to enter load details? 4 3 Enter number plate truck and number plate trailer Enter driver contact and driver name (optional) Save your changes by clicking on the Save changes button. The number plate of truck and trailer have to be entered. 4

25 How to print the assignment list? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 5

26 How to print the assignment list? How to print the assignment list? The carrier is responsible for handing over the assignment list to BOSCH goods receiving. For printing the assignment list you have to follow these steps: Step : Open assignment or select load in TMS Step : Print assignment list It is essential to hand over the assignment list to BOSCH goods receiving as it is required for confirming the goods receipt! In reasonable cases (TMC agreement during implementation necessary) the driver has to note the load no. on the CMR / shipping documents as a temporary backup solution to ensure clear identification of transport details within the network and for the goods receiving department at BOSCH. Carriers are responsible for ensuring the link between the load in TMS and the physical transports to BOSCH goods receiving or hubs. 6

27 Step : Open assignment or select load in TMS Option : Open assignment support.service@inet-logistics.com Test_Carrier_ How to print the assignment list? Load assigned/ Test_Carrier_ Option : Select load in TMS (Loading list) 3 You can find the assignment list either in the load assignment or in the TMS. 7

28 Step : Print assignment list How to print the assignment list? In the load details you will find a field called Documents. Select Assignment list from the dropdown menu. Click on Print documents. 3 3 The assignment list shows an overview of the assigned load including transport order details. The assignment list needs to be printed and handed over to BOSCH goods receiving. The carrier is responsible for printing the assignment list and handing it over to BOSCH goods receiving. 8

29 How to set the Goods collected status? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 9

30 How to set the Goods collected status? The carrier is responsible for entering the Goods collected status shortly after pick-up. For setting the Goods collected status you have to follow these steps: Step : Go to Enter Status Step : Select date and time of pick-up Step 3: Confirm the Goods collected status How to set the Goods collected status? Carriers are responsible for setting the Goods collected status in the TMS. 30

31 Step : Go to Enter Status How to set the Goods collected status? Go to loading list Click on button Selection of assigned load. 3 3 Click on button Enter status for the relevant load A new mask will open for entering the Goods collected status The TMS mask for entering the Goods collected status is accessible via the loading list. 3

32 Step : Select date and time of pick-up How to set the Goods collected status? Select status Goods collected Select date of pick-up Enter time of pick-up (Please use the format hh:mm e.g. 08:00) Click on button copy value to enter the Goods collected status for all TOs on this load The Goods collected date and time have to be entered according to the pick-up date and time. 3

33 Step 3: Confirm the Goods collected status How to set the Goods collected status? Confirm the Goods collected status by clicking on the Save button The status of the load will then change from Load assigned to Load collected By saving the Goods collected entry the status of the load will change. 33

34 How to set the Goods delivered status? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 34

35 How to set the Goods delivered status? The carrier is responsible for entering the Goods delivered status shortly after delivery (arrival time at plant gate). For setting the Goods delivered status you have to follow these steps: Step : Go to Enter Status Step : Select date and time of delivery Step 3: Confirm the Goods delivered status How to set the Goods delivered status? Carriers are responsible for setting the Goods delivered status in the TMS. 35

36 Step : Go to Enter Status How to set the Goods delivered status? Go to loading list Click on button Selection of assigned load. 3 3 Click on button Enter status for the relevant load The TMS mask for entering the Goods delivered status is accessible via the loading list. 36

37 Step : Select date and time of delivery How to set the Goods delivered status? Select status Goods delivered Select date of delivery (arrival at plant gate) Enter time of delivery (Please use the format hh:mm e.g. 08:00) Click on button copy value to enter the Goods delivered status for all TOs on this load The Goods delivered date and time have to be entered according to delivery date and time (arrival at plant gate). 37

38 Step 3: Confirm the Goods delivered status How to set the Goods delivered status? Confirm the Goods delivered status by clicking on the Save button The status of the load will then change from Load collected to Load delivered By saving the Goods delivered entry the status of the load will change. 38

39 How to upload documents? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 39

40 How to upload documents? How to upload documents? The carrier is responsible for uploading the POD in case of outbound transports. For uploading the POD or any other additional documents you have to follow these steps: Step : Select the relevant load Step : Select transport order on the load Step 3: Upload documents It is essential to upload the POD for all outbound transports (fulls/empties)! Carriers are responsible for uploading the POD in case of outbound transports. 40

41 Step : Select the relevant load How to upload documents? Go to loading list Click on button Selection of assigned load : Overview of all assigned, collected and delivered loads Click on button Selection : Function for the searching by e.g. loading number, status of load or self-defined time periods Click on the number of the relevant load. A new mask with the load details will open. Select the load you want to upload a document for. 4

42 Step : Select transport order on the load How to upload documents? Select transport order (in transport list) The transport order mask will open. Click on button Documents Select the transport order you want to upload a document for. 4

43 Step 3: Upload documents 3 3 Select Proof of delivery from the dropdown menu if you want to upload a POD Click on Browse button to search for the POD file Click on Add to upload the document. Freight costs for outbound transports will only be cleared if POD is uploaded. Carriers are responsible for uploading the POD in case of BOSCH outbound transports. 43

44 How to place a freight cost claim? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 44

45 How to place a freight cost claim? How to place a freight cost claim? Carriers have the possibility to place freight cost claims for additional costs that have not been considered in the billing value calculation by the TMS. Please follow these steps to place a freight cost claim: Step : Search for load/to Step : Select load/to for claim Step 3: Enter claim for load/to Additional freight costs may be claimed in the TMS. 45

46 Step : Search for load/to How to place a freight cost claim? 3 To enter a claim go to menu Freight costs. Enter specific search criteria (e.g. steering partner, billing partner, date) 3 Execute the search. For each load/to there is a billing case available after completion. 46

47 Step : Select load/to to claim How to place a freight cost claim? Find the load/to you want to make a claim for Click on the button Select rating unit Select the load/to you want to place a freight cost claim for. 47

48 Step 3: Enter claim for load/to How to place a freight cost claim? Select claiming reason from the dropdown menu. 3 Enter claiming amount (costs) in defined currency Enter a rate and a text that explains your claim Click on Save button to process the entered claim. The load will then be flagged with a yellow sign. Each claim needs to contain the costs, the cost type and an explanation of the reason behind your claim

49 Cost types for freight cost claims How to place a freight cost claim? There is a predefined list that you can select the cost type from. Please always give the reason for your claim in the text field! You can select one of the predefined cost types for your claim. 49

50 How to answer quote requests? Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 50

51 How to answer quote requests? How to answer quote requests? Quote requests for additional transports can be conducted in the TMS. You are informed about a new quote request via . To: Test_Carrier_ Subject: New quote request / 009 Dear Sir or Madam, the following quote request either has to be supplemented and confirmed or rejected by you within the time limit of 30 minutes. Load begin of loading /08/04 08:00 Please follow these steps to answer a quote request in the TMS: Step : Select open quote request Step : Place your quote Quote requests for additional transports can be conducted in the TMS. 5

52 Step : Select open quote request How to answer quote requests? Go to menu Quote request Select the relevant quote request with status open. A new mask with the load details will be shown. Select the quote request you want to make an offer for. 5

53 Step : Place your quote How to answer quote requests? Make your offer by filling in the all-in rate (transport costs) for the relevant load Click on button Confirm the quote request. If no quote should be given, the request may also be declined by clicking on the decline button Please enter your all-in offer in the TMS. 53

54 Tasks of carriers in exception handling Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 54

55 Exceptions in transport management Supplier delays pick-up Supplier provides a higher/lower volume than advised Supplier fails to provide complete and correct transport documents Carrier is late for pick up with notification Carrier fails to pick up advised volume Carrier has lost the shipment Load damage Customs issue Carrier is late for delivery with notification Recipient delays delivery Tasks of carriers in exception handling Exception = It is not possible to carry out the defined standard transport management process. 55

56 What to do in case of an exception? Tasks of carriers in exception handling In case an exception occurs please always contact the TMC via phone or ! Phone: Carriers are responsible for: Contacting the TMC in case an exception occurs Communicating precisely (TO number, issue) Supporting the exception solving process The TMC is responsible for: Handling of exceptional situations Coordinating and controlling the exception solving process Carriers BOSCH Plants TMC Customers Suppliers In case of process exceptions the TMC always has to be contacted by phone or ! 56

57 Support Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 57

58 Internet browsers Support Please use the following link to get access to the TMS: English: German: Please use one of the following internet browsers when working with the TMS: Internet Explorer 8, 9, 0 Mozilla Firefox 5+ 58

59 Support Who to contact? Contact the TMC Phone: Exception handling All issues regarding your TMS account (e.g. new users, forgotten password) 59

60 Glossary Agenda Introduction Tasks of carriers in the TMS TMS masks How to enter load details? How to print the assignment list? How to set the Goods collected status? How to set the Goods delivered status? How to upload documents? How to place a freight cost claim? How to answer quote requests? Tasks of carriers in exception handling Support Glossary SYSTEM DEMONSTRATION 60

61 Glossary Glossary Abbreviations AOR FM FTL LSP LTL OD POD PU/DL RB RT SL SOR TM TMC TMS TO T&T Explanations Alternative Operative Route Freight Cost Management Full truck load Logistics Service Provider Less than truck load Origin-Destination Proof of delivery Pick up/ Delivery Robert Bosch Round Trip Service Level Standard Operative Route Transport Management Transport Management Center Transport Management System Transport Order Track and Trace 6

62 Document revision history Glossary Status Version Updates Initial document (Version.0) st document update (Version.) nd document update (Version.) rd document update (Version.) - Red boxes - responsibility for printing the assignment list and uploading POD, Routing instruction sheet = sign-off sheet, Selection of all assigned loads for entering the collected or delivered status, Upload POD on transport order level Rename LSPs to Carriers Back-up solution for assignment list 6

63 Thank you very much for your participation and your support and commitment in the future! 63