EnterpriseOne Xe Transportation Management PeopleBook

Transcription

1 EnterpriseOne Xe Transportation Management PeopleBook September 2000

2 J.D. Edwards World Source Company 7601 Technology Way Denver, CO Portions of this document were reproduced from material prepared by J.D. Edwards. Copyright J.D. Edwards World Source Company, 2000 All Rights Reserved SKU XeEATR J.D. Edwards is a registered trademark of J.D. Edwards & Company. The names of all other products and services of J.D. Edwards used herein are trademarks or registered trademarks of J.D. Edwards World Source Company. All other product names used are trademarks or registered trademarks of their respective owners. The information in this guide is confidential and a proprietary trade secret of J.D. Edwards World Source Company. It may not be copied, distributed, or disclosed without prior written permission. This guide is subject to change without notice and does not represent a commitment on the part of J.D. Edwards & Company and/or its subsidiaries. The software described in this guide is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. J.D. Edwards World Source Company uses automatic software disabling routines to monitor the license agreement. For more details about these routines, please refer to the technical product documentation.

3 Table of Contents Overviews Setup System Setup Item Setup Carrier Setup Rates Setup OneWorld Xe 09/00

4 Transportation Management System Routes Setup Transportation Preferences Delivery Document Setup OneWorld Xe 09/00

5 Table of Contents Vehicle Setup Staff Setup Daily Plan Transportation OneWorld Xe 09/00

6 Transportation Management System Delivery Operations Shipment Tracking Freight Update OneWorld Xe 09/00

7 Table of Contents Index OneWorld Xe 09/00

8 Transportation Management System OneWorld Xe 09/00

9 Overviews 1 1

10 Transportation Management System 1 2

11 Industry Overview Industry Environment and Concepts for Transportation Management Parcel Shipments OneWorld Xe (09/00) 1 3

12 Transportation Management System Less Than Truckload (LTL) Shipments Industry Overview 1 4 OneWorld Xe (09/00)

13 Industry Overview Carrier Overview OneWorld Xe (09/00) 1 5

14 Transportation Management System Rates Truckload Shipments 1 6 OneWorld Xe (09/00)

15 Industry Overview OneWorld Xe (09/00) 1 7

16 Transportation Management System Rail Shipments Idea to Action: The Competitive Advantage 1 8 OneWorld Xe (09/00)

18 Transportation Management System 1 10 OneWorld Xe (09/00)

21 Transportation Management System Overview OneWorld Xe (09/00) 1 13

22 Transportation Management System System Integration 1 14 OneWorld Xe (09/00)

23 Transportation Management System Overview Features of Transportation Management OneWorld Xe (09/00) 1 15

25 Transportation Management System Overview Terms and Concepts OneWorld Xe (09/00) 1 17

28 Transportation Management System Tables 1 20 OneWorld Xe (09/00)

32 Transportation Management System Menu Overview Menu Overview Transportation Management Transportation Management G49 Daily Processing (G491) Shipments and Loads G4911 Shipping Documents G4912 Reports G49111 Updates G49112 Transportation Inquiries G4914 Transportation Transactions G4727 Transportation Setup (G4941) Route Setup G49411 Rate Setup G49412 Vehicle Setup G49413 User Defined Codes G OneWorld Xe (09/00)

33 Setup

35 System Setup 2 1

37 Activating Transportation Management 2 3

39 Setting Up Hubs See Also 2 5

41 Setting Up Automatic Accounting Instructions 2 7

43 Setting Up Automatic Accounting Instructions 2 9

44 Transportation Management System Processing Options for Distribution AAIs Defaults AAI Table Number Enter a 1 if the cost type field should be available to Distribution AAI tables listed below: 4122, 4124, 4134, 4136, 4220, 4240 and

45 Setting Up the Work Day Calendar Before You Begin See Also 2 11

47 Setting Up the Work Day Calendar 2 13

49 Understanding User Defined Codes 2 15

50 Transportation Management System See Also 2 16

51 Setting Up Transportation Constants 2 17

57 Setting Up Load Constants Setting Up Load Types OneWorld Xe (09/00) 2 23

59 Setting Up Load Constants OneWorld Xe (09/00) 2 25

60 Transportation Management System Setting Up Load Next Numbers 2 26 OneWorld Xe (09/00)

61 Setting Up Load Constants OneWorld Xe (09/00) 2 27

63 Setting Up Mode of Transport Constants See Also 2 29

65 Setting Up Mode of Transport Constants 2 31

67 Item Setup OneWorld Xe (09/00) 3 1

69 Setting Up Incompatible Items Before You Begin OneWorld Xe (09/00) 3 3

71 Setting Up Item Shipping Information Before You Begin OneWorld Xe (09/00) 3 5

73 Setting Up Item Shipping Information Processing Options: Item Master (P4101A) Defaults Tab 1. Primary Unit of Measure 2. Weight Unit of Measure 3. Volume Unit of Measure 4. Template OneWorld Xe (09/00) 3 7

74 Transportation Management System Process Tab 1. Notes From Date 2. Notes Thru Date 3. Category Codes 4. Additional System Information 5. Storage/Shipping 3 8 OneWorld Xe (09/00)

75 Setting Up Item Shipping Information 6. Cost Revisions 7. Price Revisions 8. Item Branch 9. Attachments 10. Use Templates OneWorld Xe (09/00) 3 9

76 Transportation Management System Workflow Tab 1. Workflow 2. Allow Changes (Restart Workflow) 3. Log as History Record Global Update Tab 1.Transfer Changes Versions Tab 1. Item Availability 3 10 OneWorld Xe (09/00)

77 Setting Up Item Shipping Information Interop Tab 2. Item Branch 1. Transaction Type 2. Before/After Image Processing OneWorld Xe (09/00) 3 11

79 Carrier Setup OneWorld Xe (09/00) 4 1

81 Setting Up Carriers Before You Begin Setting Up Carrier Master Information See Also OneWorld Xe (09/00) 4 3

83 Setting Up Carriers Setting Up License and Registration Information OneWorld Xe (09/00) 4 5

85 Setting Up Carriers OneWorld Xe (09/00) 4 7

87 Rates Setup OneWorld Xe (09/00) 5 1

88 Transportation Management System Before You Begin 5 2 OneWorld Xe (09/00)

89 Setting Up Rates and Definitions OneWorld Xe (09/00) 5 3

90 Transportation Management System Understanding Rate Types 5 4 OneWorld Xe (09/00)

91 Setting Up Rates and Definitions Understanding Rate Levels Setting Up Charge Codes Before You Begin OneWorld Xe (09/00) 5 5

92 Transportation Management System Setting Up Rate Definitions 5 6 OneWorld Xe (09/00)

95 Setting Up Rates and Definitions See Also OneWorld Xe (09/00) 5 9

98 Transportation Management System Setting Up Look-Up Types See Also 5 12 OneWorld Xe (09/00)

99 Setting Up Rates and Definitions Setting Up Rate Tables OneWorld Xe (09/00) 5 13

101 Setting Up Rates and Definitions Setting Up Accessorial Charges OneWorld Xe (09/00) 5 15

102 Transportation Management System Setting Up Rate Parameters 5 16 OneWorld Xe (09/00)

107 Setting Up Rate Schedules 5 21

108 Transportation Management System Rating Definition: Rate Calculation (basis, type, level) Rate Parameters Rating Schedule: Basic Charge Refrigerated Service Special Handling Freight Charges billed by Shipper to Customer (Basic Charge plus Special Handling) Freight Charges billed by Carrier to Shipper (Basic Charge plus Refrigerated Service) Accounts Receivable Accounts Payable or Freight Audit File Before You Begin 5 22

109 Setting Up Rate Schedules 5 23

111 Updating Rates Updating Multiple Rates 5 25

112 Transportation Management System Processing Options for Batch Rate Update Process 1. Enter 1 to perform updates to the Rate Detail table (F4972). If this field is left blank, new records for the selected criteria will be added. 2. Enter the Rate Adjustment Type: $ adjust rate by amount % adjust rate by percentage * adjust rate to an override rate 3. Enter the amount used to adjust the rate. For $ (amount) adjustment: Enter 10 to increase the rate by 10 Enter -10 to decrease the rate by 10 For % (percentage) adjustment: Enter 10 to increase the rate by 10% Enter -10 to decrease the rate by 10% For * (rate override) adjustment: Enter 10 to change rate to Enter the Effective Date for the new Rate Detail records. This date minus one day, will replace the Expiration Date for the existing records. 5. Enter the Expiration Date for the new Rate Detail records. Updating Rates in Routes 5 26

113 Updating Rates Processing Options for Batch Routing Rate Update Process 1. Enter 1 to perform updates to the Routing Entries table. If this field is left blank, new records for the selected criteria will be added. 2. Enter the rate adjustment type: $ adjust rate by amount % adjust rate by percentage * adjust rate to an override rate 3. Enter the amount used to adjust the rate. For $ (amount) adjusment: Enter 10 to increase the rate by 10 Enter -10 to decrease the rate by 10 For % (percentage) adjustment: Enter 10 to increase the rate by 10% Enter -10 to decrease the rate by 10% For * (rate override) adjustment. Enter 10 to change the rate to Enter the Effective Date for the creation of new Routing Entries records. This date minus one day, will replace the Expiration Date for the existing records. 5. Enter the Expiration Date for the creation of new Routing Entries records. 5 27

115 Routes Setup 6 1

117 Setting Up Routes Before You Begin OneWorld Xe (09/00) 6 3

118 Transportation Management System Setting Up the Routing Hierarchy Before You Begin 6 4 OneWorld Xe (09/00)

119 Setting Up Routes Setting Up Routing Entries OneWorld Xe (09/00) 6 5

121 Setting Up Routes OneWorld Xe (09/00) 6 7

123 Setting Up Routes Setting Up Routing Restrictions OneWorld Xe (09/00) 6 9

126 Transportation Management System Setting Up Carrier Zones 6 12 OneWorld Xe (09/00)

127 Setting Up Routes Setting Up Options and Equipment Rules OneWorld Xe (09/00) 6 13

129 Setting Up Routes Setting Up Intermodal Routes Before You Begin OneWorld Xe (09/00) 6 15

133 Transportation Preferences 7 1

134 Transportation Management System How Does the System Use Preferences? Example: Applying a Preference 7 2

135 What Are the Preference Fields? 7 3

137 Working with the Preference Master and Hierarchy Setting Up Preference Master Information OneWorld Xe (09/00) 7 5

139 Working with the Preference Master and Hierarchy Arranging the Preference Hierarchy OneWorld Xe (09/00) 7 7

140 Transportation Management System Specific Customer/Item Customer Group/Item Customer Group/Item Group General Item/All Customers All Items/Customer 7 8 OneWorld Xe (09/00)

141 Working with the Preference Master and Hierarchy OneWorld Xe (09/00) 7 9

143 Assigning Customers and Items to Groups Before You Begin Assigning a Customer to a Group OneWorld Xe (09/00) 7 11

145 Assigning Customers and Items to Groups OneWorld Xe (09/00) 7 13

154 Transportation Management System Assigning an Item to a Group 7 22 OneWorld Xe (09/00)

157 Setting Up Preferences Entering Standard Preference Information 7 25

159 Setting Up Preferences Understanding Custom Preference Information Carrier Preference 7 27

160 Transportation Management System Customer Freight Preference Document Set Preference 7 28

161 Setting Up Preferences Example: Document Set Preference Mode of Transport Preference 7 29

162 Transportation Management System Options and Equipment Preference See Also 7 30

163 Delivery Document Setup 8 1

164 Transportation Management System Process Flow for Setting Up Delivery Documents Set Up Delivery Documents Required Define Document Next Numbers Create Document Codes Define Document Sets Create Preferences Define Depot Instructions Optional Define the Print Subsystem Set Up Delivery-Based Pricing 8 2

165 Setting Up Documents Setting Up Document Next Numbers OneWorld Xe (09/00) 8 3

167 Setting Up Documents OneWorld Xe (09/00) 8 5

170 Transportation Management System Setting Up Document Printing Programs 8 8 OneWorld Xe (09/00)

174 Transportation Management System Processing Options for Transportation Bill of Lading Run Options Enter the Override Shipment Status Enter the name of the print UBE to be executed. Enter the version of the print UBE to be executed Processing Options for Transportation Bill of Lading Print Options Enter the Unit of Measure in which to print weight totals. Enter a 1 to print delivery instructions. Enter a 1 to print Shipment Attachments. Enter a 1 to print Routing Entry Attachments. Enter a 1 to print Options and Equipment information. Enter the Global Message to print on each document. Processing Options for Shipment Document Workfile Build Run Options 1. Enter the name of the Print UBE to be executed. 2. Enter the version of the Print UBE to be executed OneWorld Xe (09/00)

175 Setting Up Documents Processing Options for Shipment Manifest Run Options Enter 1 to consolidate information for a Ship To Address. Enter the Global Message to print on each document. Processing Options for Master Bill of Lading Run Options Enter 1 to Consolidate by Ship To Address. Enter the Global Print Message to print on each document. Setting Up Document Sets OneWorld Xe (09/00) 8 13

177 Setting Up Documents Setting Up Document Depot Information OneWorld Xe (09/00) 8 15

181 Vehicle Setup 9 1

183 Setting Up Vehicle Information Setting Up Vehicle Types OneWorld Xe (09/00) 9 3

185 Setting Up Vehicle Information OneWorld Xe (09/00) 9 5

187 Setting Up Vehicle Information Setting Up Vehicle Dimensions OneWorld Xe (09/00) 9 7

188 Transportation Management System Setting Up Vehicle Compartments 9 8 OneWorld Xe (09/00)

189 Setting Up Vehicle Information Setting Up Vehicle Equipment OneWorld Xe (09/00) 9 9

190 Transportation Management System Before You Begin 9 10 OneWorld Xe (09/00)

191 Setting Up Vehicle Information OneWorld Xe (09/00) 9 11

193 Setting Up Vehicle Maintenance Information Setting Up Vehicle Master Information OneWorld Xe (09/00) 9 13

195 Setting Up Vehicle Maintenance Information Processing Options for Vehicle Master Maintenance (AT) Process 1. Enter 1 to display Vehicle Compartment, Vehicle License, and Vehicle Equipment revision forms when adding a vehicle. Revision Forms OneWorld Xe (09/00) 9 15

196 Transportation Management System Setting Up Vehicle Licenses 9 16 OneWorld Xe (09/00)

197 Setting Up Vehicle Maintenance Information Setting Up Vehicle Out-of-Service Dates OneWorld Xe (09/00) 9 17

198 Transportation Management System See Also Setting Up Connected Vehicles 9 18 OneWorld Xe (09/00)

199 Setting Up Vehicle Maintenance Information OneWorld Xe (09/00) 9 19

201 Staff Setup 10 1

203 Setting Up Depot or Vehicle Staff Before You Begin 10 3

205 Setting Up Depot or Vehicle Staff 10 5

207 Daily

209 Plan Transportation What is a Shipment? 11 1

210 Transportation Management System What is a Load? 11 2

211 Understanding the Transportation Process Flow Shipment Planning Load-Building 11 3

212 Transportation Management System Approval Confirmation Printing Delivery Documents Delivery Confirmation 11 4

213 Understanding the Transportation Process Flow Freight Update Freight Audit 11 5

215 Planning Transportation OneWorld Xe (09/00) 11 7

216 Transportation Management System Shipment Header (F4215) Shipment Routing Steps (F4941) Shipment Details (F4942) Sales Order/Purchase Order Detail (F4211/F4311) Shipment Pieces (F4943) Shipment/Load Options and Equipment (F4944) Shipment Packing Detail (UCC 128) (F4216) Shipment Charges (F4945) Shipment Status (F4947) Shipment Reference Numbers (F4217) 11 8 OneWorld Xe (09/00)

217 Planning Transportation Creating a Shipment during Order Entry Quoting Freight in an Online Invoice OneWorld Xe (09/00) 11 9

218 Transportation Management System Revising Shipment Information OneWorld Xe (09/00)

220 Transportation Management System OneWorld Xe (09/00)

221 Planning Transportation See Also OneWorld Xe (09/00) 11 13

223 Planning Transportation Defining Shipment Pieces OneWorld Xe (09/00) 11 15

226 Transportation Management System Assigning Options and Equipment to a Shipment See Also OneWorld Xe (09/00)

228 Transportation Management System Reviewing Routing Options See Also Approving Shipments OneWorld Xe (09/00)

229 Planning Transportation Before You Begin See Also OneWorld Xe (09/00) 11 21

230 Transportation Management System Processing Options for Work with Shipments Display Process 1. Enter the range of shipment status codes to be selected for viewing: From Status Shipment Status Thru 2. Enter the Routing Status to be selected for viewing: <blank> will display all; 0 will display routed shipments; 1 will display unrouted shipments; 9 will display shipments that cannot be routed. 3. Enter 1 to not display shipments which are on loads. 4. Enter 1 to display only the first routing step of each shipment. 5. Identify Shipments that contain held Sales Orders. Enter: 1 to indicate holds on the Work With Shipments window; 2 to indicate holds on the Shipment Detail Revisions window; 3 to indicate holds on both windows. 1. Enter 1 to allow for the manual creation of shipments. 2. Enter the Shipment Status at or beyond which changes can not be made to shipments. 3. Enter minimum Shipment Status required to print Delivery documents 4. Enter minimum Shipment Status required to perform Delivery Confirmation 5. Enter maximum Shipment Status required to perform Delivery Confirmation OneWorld Xe (09/00)

231 Planning Transportation The following are valid values for the Customer Self-Service Mode option: Blank = Bypass Customer Self-Service functionality 1 = Enable Customer Self-Service mode for use in Java/HTML 2 = Enable Carrier Self-Service mode for use in Java/HTML Approval 6. Customer Self-Service Mode 1. Enter a 1 to bypass the update of Order Next Status when a shipment containing sales orders is approved. 2. Enter the override Order Next Status to be used when a shipment containing sales orders is approved. If <blank>, the Next Status will be determined using the Order Activity Rules. 3. For shipments containing outbound sales orders, enter the warehouse request processing mode. = No pick request 1 = Generate requests only 2 = Generate requests and process using subsystem 4. If processing warehouse using the subsystem, enter the version of the Process Pick Request program (R46171). 5. Enter the override Approved Shipment Status to be used when a shipment is approved. If left <blank>, the Approval Status from the Transportation Constants will be used. 6. Enter a 1 if a valid RMA is required for credit sales orders prior to an inbound shipment being approved. Enter 2 if a valid RMA is required for purchase orders prior to an inbound shipment being approved. Enter 3 if a RMA is required for both credit sales orders and purchase orders prior to an inbound shipment being approved. 7. Enter a 1 to bypass the update of Order Next Status when a shipment containing a purchase order is approved. OneWorld Xe (09/00) 11 23

232 Transportation Management System Versions 8. Enter the override Order Next Status to be used when a shipment containing purchase orders is approved. If blank, the Next Status will be determined using the Order Activity Rules. 9. Enter the override Order Next Status to be used when a shipment containing purchase orders is un-approved. 1. Enter the Load Build version to use when transferring to the Load Build application (P4960). 2. Enter the Shipment Tracking version to use when transferring to the Shipment Tracking application (P4947). 3. Enter the Transportation Shipment Confirmation version to use when confirming shipments (P49645). 4. Enter the Deliver Confirm version to use (P49650). 5. Enter the Delivery Documents version to use (P49590) The version specified will be used to retrieve the document control processing options. 6. Enter the UCC128 Shipment Edit version to use (R42071). 7. Enter the Pack Confirm Detail version to use (P4216). 8. Preference Profile (R40400) OneWorld Xe (09/00)

233 Working with Loads OneWorld Xe (09/00) 11 25

235 Working with Loads Load Database Load Legs (F4961) Load Header (F4960) Load Delivery Sequence (F49611) Load Compartment Header (F4962) Load Compartment Detail (F4216) Shipment/Load Equipment (F4944) Load Vehicles (connected vehicles) (F4916) Building Loads OneWorld Xe (09/00) 11 27

242 Transportation Management System Adding Shipments Manually See Also OneWorld Xe (09/00)

244 Transportation Management System Assigning Options and Equipment to a Load See Also OneWorld Xe (09/00)

245 Working with Loads Reviewing the Stop Sequence for a Load OneWorld Xe (09/00) 11 37

247 Working with Loads Troubleshooting Creating Pooled Shipments OneWorld Xe (09/00) 11 39

248 Transportation Management System Truckload of pooled shipments from shipping depot Distribution center in intermediate location Parcel or Less than Truckload to various destinations OneWorld Xe (09/00)

249 Working with Loads Assigning Shipments on a Load to Compartments OneWorld Xe (09/00) 11 41

250 Transportation Management System Reviewing Loads See Also OneWorld Xe (09/00)

251 Working with Loads Approving Loads Before You Begin OneWorld Xe (09/00) 11 43

252 Transportation Management System See Also Changing the Status to Un-Approve a Load Processing Options for Work With Loads (P4960) Defaults Tab OneWorld Xe (09/00)

253 Working with Loads 1. Planning Depot 2. Shipment Date 3. Mode of Transport 4. From Load Status 5. To Load Status 6. Shift Code 7. Disposition Code for Load Create OneWorld Xe (09/00) 11 45

254 Transportation Management System 8. Load Type 9. Distance Unit of Measure for Stop Sequence Form Shipment Approval Tab 1. Bypass Update Next Order Status 2. Override Next Status 3. Warehouse Request Process Mode OneWorld Xe (09/00)

255 Working with Loads 4. Warehouse Subsystem Print Pick Request 5. Shipment Status Override 6. Shipment Status - Load Unapproved 7. Shipment Status - Load Approved 8. Return Material Authorization 9. Bypass Next Order Status OneWorld Xe (09/00) 11 47

256 Transportation Management System 10. Override PO Next Status 11. Unapprove PO Next Status Versions Tab 1. Work with Shipments (P4915) 2. Select Shipments (P4915) 3. Document Print (R49590) 4. Load Confirm (P49640) OneWorld Xe (09/00)

257 Working with Loads 5. Deliver Confirm (P49650) 6. Disposition (P49660) 7. Load Tender (P4918) 8. Loading Note (R49120) 9. Preference Profile (R40400) Process Tab OneWorld Xe (09/00) 11 49

258 Transportation Management System 1. Initial Load Status 2. Pending Load Status 3. Protected Load Status 4. Split Lines 5. Override Status - Backorder 6. Customer Self-Service OneWorld Xe (09/00)

259 Working with Loads Working with Tendered Loads See Also OneWorld Xe (09/00) 11 51

261 Working with Loads Processing Options for Load Tender History Load Status Processing 1. Enter the load status when a load has been tendered. 2. Enter the load status when a load tender has been rejected. 3. Enter the load status when a load tender has been accepted. 4. Enter the default for From Load Status. 5. Enter the default for Thru Load Status. 1. Enter a 1 to automatically re-route the load when a load is rejected. 2. Enter a 1 to call the Load Tender Report (R49120) from the Enter Load Tender [Load Tender History] window. 3. Enter the version of Load Tender Report (R49120). If left blank, the default value is ZJDE0002. Working with a One-Time Rate OneWorld Xe (09/00) 11 53

265 Delivery Operations 12 1

267 Loads Carriers Order Load/Delivery Confirmations Routes/Services Rates Shipping Documents Rating Shipment Confirmations Bill of Lading Delivery Ticket Shipment Charges Carrier Invoice Invoice Audit Accounts Payable Transportation Management 12 3

269 Working with Deliveries OneWorld Xe (09/00) 12 5

270 Transportation Management System Confirming Shipments 12 6 OneWorld Xe (09/00)

272 Transportation Management System See Also 12 8 OneWorld Xe (09/00)

273 Working with Deliveries Entering Tracking Numbers OneWorld Xe (09/00) 12 9

274 Transportation Management System Printing Delivery Documents OneWorld Xe (09/00)

275 Working with Deliveries Printing Delivery Documents by Shipment OneWorld Xe (09/00) 12 11

278 Transportation Management System Printing Delivery Documents for Multiple Shipments or Loads Processing Options for Preprint Delivery Documents (Shipments) Print Control Document Code Print Control Depot (required if a document code is entered) Enter the version of Delivery Document Print to use. (P49590) Processing Options for Preprint Delivery Documents (Load) Print Control Document Code Print Control Depot (required if a document code is entered) Enter the version of Delivery Document Print to use (P49590) OneWorld Xe (09/00)

279 Working with Deliveries Reviewing the Document Batch Processing Options for Document Print Versions Enter the version of Freight to be executed. If a version is not entered, the freight process will not be called. (Optional) Print Control Enter the printer reference number that will determine the location that documents will be printed. Enter the address book number to receive document messages, if they are to be sent to someone other then the user that submiitted the shipping document print job. Reviewing the Document Register OneWorld Xe (09/00) 12 15

280 Transportation Management System Recording Proof of Delivery Before You Begin OneWorld Xe (09/00)

281 Working with Deliveries Confirming Loads OneWorld Xe (09/00) 12 17

282 Transportation Management System See Also OneWorld Xe (09/00)

284 Transportation Management System Processing Options for Load Confirmation (P49649) Process Tab 1. Print Delivery Documents OneWorld Xe (09/00)

285 Working with Deliveries 2. Display Delivery Documents 3. Confirm Sales Order Status 4. Override Next Status - Tracked 5. Override Next Status -Not Tracked 6. Confirmed Line Credit Order Status 7. Next Status Credit Orders In-transit 8. Next Status Credit Orders Not In-transit OneWorld Xe (09/00) 12 21

286 Transportation Management System 9. Confirmed Line Purchase Order Status 10. Next Status - Shipment Tracked 11. Next Status - Shipment Not Tracked 12. Next Status - Load Tracked 13. Next Status - Load Not Tracked 14. Partially Confirmed Loads 15. Shipment Status Range - From OneWorld Xe (09/00)

287 Working with Deliveries 16. Shipment Status Range - To 17. Load Status Range - From 18. Load Status Range - To 19. Status - Prior Load Complete 20. Document Type - Track In-transit 21. Negative In-transit - Bulk Items 22. Negative In-transit - Packed Items OneWorld Xe (09/00) 12 23

288 Transportation Management System 23. Bulk Upper Tolerance 24. Packed Upper Tolerance 25. Bulk Lower Tolerance 26. Packed Lower Tolerance 27. Adjust Order Line Actual 28. Check Seals OneWorld Xe (09/00)

289 Working with Deliveries 29. Protect Bulk Compartment Agreements Tab 1. Assign Agreement 2. Branch/Plant Destination 3. Default Branch/Plant Quality Tab OneWorld Xe (09/00) 12 25

290 Transportation Management System 1. Test Results - Compartment 2. Test Results - Customer Versions Tab 1. Purchase Order Receipts Not In-Transit Version 2. Purchase Order Receipts In-Transit Version 3. Delivery Document Print OneWorld Xe (09/00)

291 Working with Deliveries 4. Ship Confirmation See Also 5. UCC 128 Shipment Edits Working with Seals OneWorld Xe (09/00) 12 27

293 Working with Deliveries Confirming Delivery OneWorld Xe (09/00) 12 29

295 Working with Deliveries Creating Unscheduled Deliveries OneWorld Xe (09/00) 12 31

297 Working with Deliveries Recording Disposition OneWorld Xe (09/00) 12 33

298 Transportation Management System See Also OneWorld Xe (09/00)

300 Transportation Management System Reviewing In-Transit Inventory Information OneWorld Xe (09/00)

303 Shipment Tracking 13 1

304 Transportation Management System Track Shipments Customer Service Inquiry Shipment Status Bill of Lading Number Pro Number Shipment Reference Numbers Airbill Number Manifest Number Box Tracking Number Carrier Provided Tracking Functions World Wide Web Dial-Up Network Private Network 13 2

305 Tracking Shipments OneWorld Xe (09/00) 13 3

306 Transportation Management System Order Entry Shipment Status Carrier Supplied Tracking Functions Customer Service Shipments Reporting Functions Shipping Charges Carrier Performance Shipping Volume Transportation Management See Also 13 4 OneWorld Xe (09/00)

307 Tracking Shipments Reviewing Shipment Status OneWorld Xe (09/00) 13 5

308 Transportation Management System Tracking Shipments or Pieces Before You Begin 13 6 OneWorld Xe (09/00)

309 Tracking Shipments OneWorld Xe (09/00) 13 7

310 Transportation Management System Recording Shipment Status 13 8 OneWorld Xe (09/00)

311 Tracking Shipments Processing Options for Shipment Tracking Display Enter the range of shipment status codes to be selected: Shipment Status From Shipment Status To Enter a 1 to display only the first routing step of each shipment Yes or No 1 Process The following are valid values for the Customer Self-Service Mode option: Blank = Bypass Customer Self-Service functionality 1 = Customer Self-Service Mode for Java/HTML 1. Customer Self-Service Mode OneWorld Xe (09/00) 13 9

313 Freight Update Processing Freight Costs Freight Update program Rates recalculated Billable charges added to order Payable charges added to Accounts Payable (optional) Billable and payable charges added to Freight Audit file G/L entries created Discrepancies corrected Freight Audit History program Adjustments made Accounts Payable and G/L entries created 14 1

315 Updating Freight OneWorld Xe (09/00) 14 3

316 Transportation Management System Updating Freight Charges 14 4 OneWorld Xe (09/00)

317 Updating Freight Allocating Freight Costs by Item for Outbound Transactions OneWorld Xe (09/00) 14 5

318 Transportation Management System Example: Allocating Outbound Freight by Item 14 6 OneWorld Xe (09/00)

319 Updating Freight Allocating Freight Costs by Item for Inbound Transactions Example: Allocating Inbound Freight by Item See Also OneWorld Xe (09/00) 14 7

320 Transportation Management System Processing Options for Freight Update and Report Updates Defaults 1 1. Enter 1 to run in Final Mode, blank to run in Proof Mode. 2. Enter 1 to run Payable Freight only, 2 to run Billable Freight only. Default of blank will run both Billable and Payable Freight Update. 3. Update Shipment Status to: 1. Invoice Date Enter 1 to use Actual Shipment Date, 2 to use System Date OR enter the Invoice Date. 2. G/L Date Enter 1 to use Actual Shipment Date, 2 to use System Date OR enter the G/L Date. 3. A/P Cost Center Enter 1 to use Origin Depot for A/P vouchers. Blank will use Owning Branch/Plant from the Shipment Header table (F4215). This will be the Branch/Plant that is printed on the Payable Update report. 4. G/L Cost Center Enter 1 to use Origin Depot for G/L entries. Blank will use Owning Branch/Plant from the Shipment Header table (F4215). Defaults 2 Process 5. Enter the document type of the voucher to create when carrier autopay is on. Blank will default FT. 6. Enter the document type of the G/L entry to create when carrier autopay is off. Blank will default FT. 7. Enter 1 to write short item number to the freight cost account subledger when allocating freight by item. Blank will not write to the subledger. 1. Enter 1 to use Flex Accounting. Blank will not use flex accounting. 2. Enter 1 to summarize G/L entries within document number. Blank will write G/L entries in detail OneWorld Xe (09/00)

321 Updating Freight 3. Enter 1 to summarize A/P entries within document number. Blank will write A/P entries in detail.. 4. Enter 1 to update item cost for inbound shipments. This will be done only for charges for which item-level allocation is on. Outbound SOs For Shipments that contain outbound sales orders, enter: Loads Versions 1. Line Type for Freight Line. 2. Next Status of added Freight Line. Blank will default from Order Activity Rules. 3. Override Order Next Status. OR 1 to bypass update of Order Next Status. Performance 1. Enter the minimum load status for processing payable freight for shipments on loads. Shipments on loads prior to this load status will not be eligible for payable freight update. 1. G/L Version (P ) 2. A/P Version (P ) 3. Sales MBF Version (P4210) 1. Enter 1 to suppress printing the Payable Update report. A default of blank will print the report. Matching Freight Invoices OneWorld Xe (09/00) 14 9

322 Transportation Management System Before You Begin See Also OneWorld Xe (09/00)

323 Updating Freight Processing Options for A/P Standard Voucher Entry Display 1. Enter a 1 to default Recurring Vouchers. 1 = Recurring Vouchers 2. Enter a 1 to default Summarized Vouchers. 1 = Summarized Vouchers Manual Checks 1. Enter a 1 for manual checks 1 = Manual Check Creation 2. Duplicate Check Edit within a bank account: = Error, 1 = Warning OneWorld Xe (09/00) 14 11

324 Transportation Management System 3. Enter a 1 to automatically assign payment numbers based on the bank account s next number. Purchasing 1 = Auto Payment Number Assignment 1. Select one of the following values for processing deletes (from Supplier Ledger Inquiry) of vouchers that contain a purchase order or contract number. = No Edit, 1 = Warning, 2 = Hard Error Voucher Match 1. Enter a 1 for Voucher Match processing (P4314) versus Standard Voucher Entry (P0411). 1 = Voucher With Match Creation 2. Enter the version for Voucher Match (P4314). If left blank, ZJDE0001 will be used. Voucher Match Version Multi Company 1. Enter a 1 to add vouchers via Multi-Company Single Supplier. Multi Voucher 1. Enter a 1 to add vouchers via Multi Voucher Single Supplier entry. Enter a 2 to add vouchers via Multi Voucher Multi Supplier entry. Logging 1 = Multi Voucher Single Supplier 2 = Multi Voucher Multi Supplier 1. Enter a 1 if you wish to perform Voucher Logging from within Voucher Entry. (Note: When doing Voucher Logging, processing options for Prepayments will be ignored). 1= Voucher Logging Creation 2. Enter a 1 if you want the system date do be defaulted to the G/L date and protected from being overridden. 1 = System Date Default OneWorld Xe (09/00)

325 Updating Freight Prepayments 1. Enter the G/L Offset to use for creating prepayment pay items. You must enter a value to allow automatic creation of prepayment pay items. G/L Offset 2. Enter the G/L Distribution Account to use for creating prepayment pay items. G/L Distribution Account 3. Enter the default payment status for prepayment pay items. If blank, negative prepayment pay items will default to a payment status of H. Pay Status Code 4. Enter the number of days to add to the due date of the negative prepayment pay items. (Future) Prepayment Number of Days (Future) 5. Enter a 1 if you want the Tax Area Window to display if you want a different tax area/code for each negative prepayment item [offset items]. 1 = Tax Window Display 6. If you have chosen the Tax Area Window to display, enter the Tax Area and the Tax Explanantion Code you wish to default: Prepayment Tax Area Prepayment Tax Explanation MBF Version 1. To override standard voucher entry processing (version ZJDE0001 for application P ), enter an override version number. This should only be changed by persons responsible for system wide setup. MBF Version OneWorld Xe (09/00) 14 13

326 Transportation Management System Reviewing Freight Update See Also OneWorld Xe (09/00)

327 Updating Freight Adjusting the Freight Audit History OneWorld Xe (09/00) 14 15

329 Index

331 OneWorld Xe 09/00 Index A B C

332 Transportation Management System OneWorld Xe 09/00 D E

333 Index OneWorld Xe 09/00 F

334 Transportation Management System OneWorld Xe 09/00 G H I L

335 Index OneWorld Xe 09/00 M N O P

336 Transportation Management System OneWorld Xe 09/00 Q R

337 Index OneWorld Xe 09/00 S

339 Index OneWorld Xe 09/00 T U

340 Transportation Management System OneWorld Xe 09/00 V W