How To Use An Ibm Sterling Transportation Management System V6.9.1

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1 IBM United States Software Announcement , dated July 19, 2011 V6.9.1 helps you automate inbound and outbound transportation processes Table of contents 1 Overview 4 Publications 2 Key prerequisites 5 Technical information 2 Planned availability date 6 Ordering information 2 Description 8 Terms and conditions 4 Product positioning 9 Prices 4 Program number 10 Order now At a glance IBM Sterling Transportation Management System V6.9.1 provides web-based access to a collaborative logistics network of carriers, shippers, and customers, along with tools to help you automate the entire transportation management process. All of this is delivered as Software-as-a-Service (SaaS), which means fewer IT resources, no upgrade costs, configuration rather than installation, fast, easy connectivity, and low total cost of ownership. can help you to: Plan and optimize inbound and outbound transportation processes by consolidating orders into loads, building routes, and identifying carriers to haul the loads Execute load tendering, dock scheduling, and shipment tracking Automate transportation invoice processing and payment approvals Measure and track cost and execution performance Overview V6.9.1, a comprehensive, leadingedge offering, can help you automate the planning and execution of your inbound and outbound transportation processes. It spans the entire transportation process, from planning and optimization to invoice processing and performance management. can help you to: Centrally plan all shipments and consolidate orders into loads -- selecting the most optimal transportation mode, carrier mix, and route at the lowest cost Electronically procure load tenders quickly and easily, gaining visibility into the order as it moves from purchase order placement to final delivery and put-away Automate transportation invoice processing and payment approvals Measure transportation performance to enable accurate cost analysis is delivered as Software-as-a- Service (SaaS). It can handle millions of transactions per year, with a 99.99% up time. With access to one of the largest logistics networks of over 10,000 carriers, you can gain better visibility into available capacity and establish better carrier rates to execute shipments more cost efficiently. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 1

2 Benefits: Helps reduce costs through improved load planning, routing, and mode selection to create the optimal carrier mix based on routing guides Helps improve on-time delivery by providing real-time visibility into shipping processes and through better collaboration with carriers, suppliers, and customers Can increase productivity by eliminating manual transportation processes Includes intelligent applications to help you make better decisions about supply chain processes Key prerequisites Internet connection Browser Refer to the Technical information section for additional information. Planned availability date July 19, 2011 Description Not long ago, transportation management was considered a tactical concern -- a necessary cost of doing business, with little impact on margins or profitability. But today, all that is changing. Rising fuel costs, changes in manufacturing models, and increased customer pressures for improved service have made transportation management a strategic issue. To stay competitive, companies must meet customer demands for faster cycle times, higher on-time delivery rates, and access to information about the location and makeup of rolling stock. Leading-edge companies are meeting these expectations through web-based Software-as-a-Service (SaaS) transportation management systems that support collaborative planning and execution with carriers and customers. These systems have the potential to save as much as 10 to 25 percent of total shipping costs through optimized load building, carrier rate comparisons, contract compliance, and streamlined inbound execution. enables companies to optimize and transform their supply chain network by automating the planning and execution of their inbound and outbound transportation processes. is a comprehensive solution comprising four main components. Load planning and optimization Build loads and shipments quickly and easily using the drag-and-drop capabilities of the Load Builder Workbench. The workbench: Automates the carrier selection process based on carrier contracts and routing guides Offers flexible tendering strategies based on configured business rules, such as lowest cost, carrier ranking, and volume commitments Optimizes transportation planning across all transportation modes, including truckload, less-than-truckload, intermodal, rail, ocean, parcel, and air freight, as well as for dedicated and private fleets IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 2

3 Enables all shippers, carriers, and customers to work from the same plan with proactive notification of any changes made during the execution process Execution Select carriers based on predefined business rules, such as preferred carrier, volume commitments, carrier ranking, service capabilities, or cost. Ensures that a load is covered by a carrier by automating the shipment tendering process Optimizes both the outbound and inbound transportation processes to and from suppliers and provides visibility for logistics planners, carriers, vendors, and buyers Offers an on-demand, pre-connected network of carriers, third-party logistics providers, freight forwarders, and suppliers Locates additional carrier capacity by using the collaborative logistics network Dynamically creates a distribution list for tender Finds carriers and suppliers with appointment self-scheduling and deliveries based on equipment type and dock-to-door capabilities Identifies candidate shipments for private and dedicated fleets, plans "tours of duty," and allocates fleet costs to orders Freight, audit, and payment Provides visibility into the payment process from invoice to remittance for both the shipper and carrier. Tracks audit and activity history during the freight invoice process, including automatic rate triggers and charge item changes Enables invoice payment to be linked to status updates from the carrier Utilizes match-pay to automatically generate vouchers if the amount is within configured tolerances or invokes auto-pay paperless processing using selfinvoicing options Offers flexible allocation of costs by: Order, stop, or SKU Physical dimensions (weight, quantity, and volume) Distance Prorated Evenly distributed Delivers real-time visibility into freight accruals for your finance department, including variable rate charges and unplanned assessorials, and configures accrual updates based on shipment status, including covered, departure, and arrival Analytics and reporting See real-time dashboards with an operational view of your current business activities, highlighting areas that require immediate attention. Access a library of over 50 predefined reports that address the majority of your transportation data requirements, including operations, performance, compliance, financials, and private and dedicated fleet usage Easily modify existing standard reports or generate new reports from scratch that track customer-specific key performance indicators View historical rate costs by lane, by carrier, or for a specific time period when procuring transportation or negotiating new rates Value opportunity Improves customer service through enhanced carrier performance management and shipment visibility to achieve best in class on-time delivery IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 3

4 Helps reduce transportation costs by planning and executing inbound and outbound transportation from a single solution May increase operational efficiency by automating tasks and eliminating manualintensive processes and by aligning transportation processes across functional areas Promotes rapid time to value with access to a collaborative logistics network of over 10,000 carriers, shippers, and customers with a typical implementation time of only three to six months Accessibility by people with disabilities A U.S. Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at Product positioning is part of the IBM Supply Chain Management B2B and Commerce Portfolio. IBM Supply Chain Management provides supply chain planning and execution solutions across the extended enterprise, enabling companies to effectively anticipate, control, and react to volatility in demand and supply chain processes. Program number Program Program number VRM name 5725-E IBM Sterling Transportation Management System Education support Education is available through Professional Services as part of the on-boarding process. Offering Information Product information is available via the Offering Information website Also, visit the Passport Advantage website Publications Product information is included with the program and can be accessed via the user interface. In addition, customers of record can access the publications via the online library at The publications are: General IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 4

5 Overview Guide Glossary Reference Guide Search Guide Administration Shipper Configuration Guide Contract Administration Guide Carrier Connect and Transit Tables Getting Started Guide Carrier Configuration Guide Setup for EDI Carriers Contract Management Average Rate Calculator Guide Contract Management User Guide for Carriers Contract Management User Guide for Shippers Freight Payment Freight Payment Administration Guide Freight Payment User Guide for Carriers Freight Payment User Guide for Shippers Reporting Standard Reports Reference Ad Hoc Reporting Guide Ad Hoc Reporting Getting Started Guide Execution Execution User Guide for Shippers Execution User Guide for Carriers Alerts and Events Management Guide Capacity Center User Guide for Shippers Carrier Mobile Application FAQ Customer Portal Guide Dashboards Dedicated Fleet Management Guide Dock Scheduling Guide Load Builder Guide Mass Entry and Mass Edit/Update Optimization Guide Parcel Rating Getting Started Guide Purchase Order Guide Quick Reference Guide for Carriers Shipment Log Guide for Guard Shack Users Tracking Tab Guide Technical information Specified operating environment Hardware requirements A workstation that supports the browser being used A direct Internet connection IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 5

6 Software requirements Microsoft Internet Explorer 5, or later Control over Domain Name Service (DNS) settings: A geographically distributed DNS system Ability to change CNAME entries as directed by IBM Limitations Refer to the Terms of Use document that is available on the IBM Software as a Service Terms of Use website Planning information Packaging This product is accessed via the Internet. There are no physical or electronic deliverables. Security, auditability, and control customer data is protected by a two-pronged security strategy comprising perimeter security practices and application level security, all driven by IBM data security requirements. Perimeter practices ensure that security controls, system patching, monitoring, and alerting are uniformly implemented and maintained for all service offerings. These practices cover disaster recovery, regulatory compliance, operational risk assessment, and auditing procedures that include regular SAS 70 Type II reviews. Regular penetration testing and ethical hacking tests are performed. The procedures for implementing application level security are defined in the Configuration Guides. The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities. Software Services IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. We provide the global reach, intellectual capital, industry insight, and and technology leadership to support a wide range of critical business needs. To learn more about IBM Software Services or to contact a Software Services sales specialist, visit Ordering information This product is only available via Passport Advantage. It is not available as shrinkwrap. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 6

7 Product group: Sterling Commerce Product Product identifier identifier description 5725-E27 IBM Sterling Transportation Management System Product category: Transportation Management Charge metric Part number or Program name PID number Charge metric IBM Sterling Transportation 5725-E27 Shipment Record, Management System Carrier, Simultaneous Session Shipment Record Shipment Record is a unit of measure by which the IBM SaaS can be obtained. A Shipment Record is a record that manages the transportation of goods moving together between destinations. The shipment record represents a shipment of goods, irrespective of the number of item records, order records, or package counts contained within the set of goods. Sufficient entitlements must be obtained to cover the highest number of Shipment Records processed by the IBM SaaS during the measurement period specified in customer's Proof of Entitlement (PoE) or Transaction Document. Carrier Carrier is a unit of measure by which the IBM SaaS can be obtained. A Carrier represents a business entity providing transport services to the customer of the IBM SaaS. Sufficient entitlements must be obtained to cover the number of Carriers created for Customer within the IBM SaaS. Simultaneous Session Simultaneous Session is a unit of measure by which the IBM SaaS can be obtained. A session is an active file transfer or other active communications connection between the IBM SaaS running on one physical or virtual computer and any software running on another physical or virtual computer. Sufficient entitlements must be obtained to cover the highest number of sessions that are or have been simultaneously in existence. Passport Advantage Program name and description Base Shipment Record per Annum Optimizer Simultaneous Session per Annum Parcel Rating per Annum Parcel Rating Partial Month Charge Base Partial Month Charge Optimizer Partial Month Charge Part number D0L04LL D0L05LL D0L06LL D0L07LL D0L08LL D0L09LL IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 7

8 Base Carrier On-Demand Setup Base Shipment Record SaaS Overage PA D0L0ALL D0L0CLL Terms and conditions The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents, such as the IBM International Passport Advantage Agreement and the IBM SaaS Terms of Use Agreement. This product is only available via Passport Advantage. Subscription This offering requires a customer-signed IBM International Passport Agreement and IBM SaaS Terms of Use Agreement. This document references the IBM Sterling Transportation Management System Terms of Use Agreement, which outlines the terms of this offering. Technical support Technical support is included with subscriptions purchased through Passport Advantage and Passport Advantage Express and is provided for this IBM SaaS offering and Enabling Software, as applicable, during the Subscription Period as set forth in the Terms of Use Agreement. For details and to request support, visit Technical support is included with the IBM SaaS and is not available as a separate offering. Terms of Use The program's Terms of Use document is available on the IBM Software as a Service Terms of Use website Limited warranty applies Yes Limited warranty IBM warrants that will conform to the specifications contained in the Terms of Use. Such specifications may be supplied only in the English language, unless required by local law, without the possibility of contractual waiver or limitation. The warranty will not apply to the extent that there has been misuse, accident, modification, unsuitable physical or operating environment, or improper maintenance by Customer or a third party, or failure or damage caused by a product for which IBM is not responsible. IBM does not warrant uninterrupted or error-free operation of the service or that IBM will correct all program defects. You are responsible for the results obtained from the use of the service. This limited warranty for IBM SaaS remains in effect during the IBM SaaS Subscription Period. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 8

9 Other terms Volume orders (IVO) No IBM International Passport Advantage Agreement Passport Advantage applies Yes, and through the Passport Advantage website at IBM Operational Support Services - SoftwareXcel No System i Software Maintenance applies No Variable charges apply No Educational allowance available Not applicable. Prices For Passport Advantage information and charges, contact your IBM representative. Additional information is available at IBM Global Financing IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice. Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, permits accelerated implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Financing is available worldwide for credit-qualified customers. For more financing information, visit IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 9

10 Order now To order, contact your local IBM representative. To identify your local IBM representative, call 800-IBM-4YOU ( ). For more information, contact the Americas Call Centers. Phone: 800-IBM-CALL ( ) Fax: 800-2IBM-FAX ( ) For your IBM representative: Mail: IBM Teleweb Customer Support ibm.com Sales Execution Center, Americas North 3500 Steeles Ave. East, Tower 3/4 Markham, Ontario Canada L3R 2Z1 Reference: YE001 The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products. Trademarks IBM, Passport Advantage and Express are registered trademarks of IBM Corporation in the United States, other countries, or both. Microsoft is a registered trademark of Microsoft Corporation in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others. Terms of use IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 10

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