How To Use Kewill Transport

Kewill Transport Oeriew Documentation Date: 29 December 2014

Documentation Date: 29 December 2014 This edition applies to ersion 6.9.6 of Kewill Transport (formerly the Sterling Transportation Management System) and to all subsequent releases and modifications until otherwise indicated in new editions. This document is the property of Kewill and the information contained herein is confidential. This document, either in whole or in part, must not be reproduced or disclosed to others or used for purposes other than that for which it has been supplied without Kewill s prior written permission, or, if any part hereof is furnished by irtue of a contract with a third party, as expressly authorized under that contract. Copyrights This edition applies to the current ersion of the Kewill product and to all subsequent releases and modifications until otherwise indicated. Kewill reseres the right to make improements and/or changes in the product(s) and/or programs(s) described in these publications at any time. No part of this document may be reproduced or transmitted in any form or by means without the prior written permission of Kewill Limited or one its subsidiaries. If there are any problems encountered in the documentation, please report them to Kewill in writing. Kewill does not warrant that this document is error-free. Kewill Inc. 2000, 2014

Contents Chapter 1. Introduction........ 1 Kewill Transport Features.......... 1 Kewill Transport Network.......... 3 Kewill Transport Modules.......... 4 Shipper Modules............ 4 Carrier Modules............ 5 The Shipping Lifecycle........... 6 Accessing Kewill Transport Features...... 7 Customizing Kewill Transport........ 8 User Profiles.............. 10 Automating the Shipping Process....... 10 International Shipping........... 13 Data Exchange............. 14 Support for Third-Party Products....... 14 Documentation............. 15 Enrollment and Training.......... 16 System Requirements........... 16 Chapter 2. Execution......... 17 Naigating in Execution.......... 17 Shipment and Order Planning........ 18 Load Builder.............. 19 Carrier Selection and Tendering....... 20 Shipment Tracking............ 22 Capacity Center............. 23 Dedicated Fleet Management........ 23 Inbound Shipment Planning......... 23 Carrier Mobile............. 25 Additional Execution Features........ 25 Chapter 3. Optimization....... 27 Consolidating Orders and Shipments...... 27 Optimization Runs............ 28 Optimizing Shipping Routes......... 28 Chapter 4. Dock Scheduling..... 31 Dock Configuration............ 31 Dock Scheduling Features......... 31 Chapter 5. Contract Management... 33 Contract Oeriew............ 33 Contract Types............ 33 Contract Leels............ 34 Accessorial Charges.......... 35 Contract Updates............ 35 Route Guide Inquiry........... 36 Rate Guide.............. 36 Aerage Rates............. 36 Chapter 6. Freight Payment...... 39 Auto Pay and Match Pay Options....... 39 Freight Payment Profile.......... 40 Shipper Features in Freight Payment...... 40 Carrier Features in Freight Payment...... 41 Chapter 7. Alerts.......... 43 Subscribing to Alerts........... 43 Chapter 8. Reporting......... 45 Standard Reports............ 45 Custom Reports............. 45 Execution Dashboards........... 46 Index............... 49 iii

Chapter 1. Introduction Kewill Transport Features Kewill Transport is a hosted, Software as a Serice (SaaS) system that you can use to optimize and transform your supply chain network by planning and executing all your inbound and outbound transportation. Kewill Transport has the following benefits: Reduce costs through improed load planning, routing and mode selection, and create the optimal carrier mix based on route guides. Raise serice leels by proiding real-time isibility into your shipping processes. Increase productiity by eliminating manual transportation processes. Improe on-time deliery through better collaboration with carriers, endors, and customers. Make better decisions about your supply chain processes, based on Kewill Transport reports and dashboards. Kewill Transport connects you to a collaboratie logistics network of carriers, suppliers, and customers, proiding the tools to automate your entire transportation management process. All of this is deliered on demand, which means fewer IT resource requirements, no upgrade costs, configuration rather than installation, fast, easy connectiity, and low total cost of ownership. With Kewill Transport, you gain all the conenience of a hosted as-a-serice model without sacrificing power, control, or capability. It is a comprehensie, leading-edge system that spans the entire transportation lifecycle: Planning Execution Settlement Reporting and analysis Kewill Transport proides the following features and adantages. Shipper organizations can use these capabilities to manage their transportation business and reduce costs: Software as a Serice Planning and Automation Accurate Shipment Rates and Settlement Software as a Serice As a hosted, Software as a Serice (SaaS) system, Kewill Transport proides the following adantages: Your users and carriers all access Kewill Transport using a single website that is kept up-to-date with the latest features, enhancements, and corrections. 1

Our hosted architecture allows shippers, carriers, suppliers, and customers to collaborate online to meet their transportation requirements. The hosted solution is operated in our state-of-the-art corporate data center and eliminates the cost of purchasing and maintaining an internal on-premise transportation system. The hosted Kewill Transport architecture is engineered to process thousands of orders, shipments, and inoices eery day. Kewill Transport processes more than 9 million shipments, 14 million order updates, 3 million inoices, and 240 million total transactions each year. More than 16,000 carriers are part of the Kewill Transport network. When you set up your Kewill Transport account, you identify the carriers you do business with. Kewill Transport proides seamless access to third-party software tools, such as SMC RateWare, SMC CarrierConnect, PC Miler, and MileMaker. Planning and Automation Kewill Transport supports high-olume shipping operations. Kewill Transport proides the following features shippers can use to plan and automate their logistics workflow. Do centralized planning, which controls the carriers you use in each region and how much you pay for shipping. Your corporate headquarters can set up electronic contracts and route guides, which specify how carriers should be selected and how much to pay for shipping. Do de-centralized load planning and execution at each of your manufacturing plants or distribution centers. Your transportation department can plan, tender, and track shipments, based on the rates defined in the centralized contracts and route guides. Use the Kewill Transport optimizer and Load Builder to automate the consolidation of orders and small shipments into larger, more cost-effectie shipments. Use the Freight Payment module to streamline the settlement process and automatically pay carrier inoices that fall within your defined tolerances. Accurate Shipment Rates and Settlement Kewill Transport proides the following features that shippers can use to manage their shipping rates and accurately control the charges they pay to their carriers. Use the Contract Management module to collaborate with your carriers to update shipping rates and charges. Use the Freight Payment module to manage the accounting and settlement process with your carriers. Carriers can submit their inoices and you can configure Kewill Transport to automatically approe the inoice for payment. Kewill Transport can generate accrual inoices, which proide an estimate of shipping charges. You can import these pro forma charges into your accounts payable system. Set up base rates, which define the target rates for each shipping lane, based on mode, equipment type, and other attributes. When you tender shipments to carriers, you can compare the actual carrier rates to the base rates. Use the Aerage Rate Calculator module to to analyze historical data about your transportation expenditures so you can plan your future costs. 2 Kewill Transport: Oeriew

Kewill Transport Network Kewill Transport connects you to the companies that you do business with in your supply chain network. Organizations can be defined as a shipper, carrier, supplier, or customer in the Kewill Transport network. Shippers Shippers are the manufacturers or retailers that subscribe to the Kewill Transport network and use it to manage their outbound and inbound shipping. Each shipper manages the trading partners it wants to do business with in Kewill Transport: Carriers Suppliers and endors Customers Carriers Carriers are the trucking companies, rail carriers, or other logistics proiders that the shipper hires to delier freight. More than 12,000 carriers are connected to the Kewill Transport network. Each carrier is configured as a separate organization in Kewill Transport. Suppliers and Vendors Suppliers are the organizations that delier goods to the Kewill Transport shipper organization. Suppliers are also referred to as endors in Kewill Transport. For example: You are a shipper using Kewill Transport and you produce consumer-packaged goods. Your supplier deliers raw materials as inbound shipments to your manufacturing plant. Your suppliers can use the following capabilities: Inbound Planning Your suppliers can use the Kewill Transport Inbound Planning solution to transfer data between their systems and Kewill Transport. Dock Scheduling Shippers can authorize their suppliers to make dock appointments at the shippers facilities. Customers Customers are the organizations that receie the outbound freight that the Kewill Transport shipper deliers to a distribution center, retail store, or other destination. When you set up your customer profile in Kewill Transport, you can specify that delieries to this customer must be the first stop or last stop in the itinerary. For example, you delier freight to a key retailer and always want this customer to be the first deliery stop in the route. Chapter 1. Introduction 3

Kewill Transport Modules Shippers can also authorize their customers to access the Customer Portal in Kewill Transport. Customer can find shipments and orders that are being deliered to their organization. The Kewill Transport system is organized into modules that shippers and carriers can use to run their transportation business. Shipper Modules When shippers subscribe to Kewill Transport, they can be licensed to use the following modules. 4 Kewill Transport: Oeriew Execution Shippers can use Execution to manage the entire shipping workflow: Adding and updating orders and shipments Load planning and consolidation Tendering shipments Track and trace for customer serice users Freight Payment Shippers can use Freight Payment to manage the reconciliation and settlement process. Contract Management Contract Management allows shippers to enforce contract compliance across their organization. Shippers can use the following features: View all the contracts and accessorial charges your administrator defined. For example, you can compare rates between carriers. Shippers and carriers can use the Kewill Transport proposal process to submit, counter, and approe contract changes. Use Route Guide Inquiry to analyze the electronic Route Guide your administrator defined. Optimization Shippers can be licensed to use the Kewill Transport optimizer, which helps automate the consolidation of orders and shipments. Dock Scheduling Shippers can use the Dock Scheduling module, which allows you to efficiently manage the pickup and deliery appointments at your facilities. Dedicated Fleet Management Shippers and carriers can manage dedicated fleets in Kewill Transport. To access this module, contact Kewill Transport Customer Support. Capacity Center Shippers can use the Capacity Center to search the Kewill Transport network for carrier aailability in a certain area. To access this module, contact Kewill Transport Customer Support. Aerage Rate Calculator Shippers can use the Aerage Rate Calculator to gather historical data about transportation expenditures. The shipper can use this data to

negotiate with carriers on future shipping rates. To access this module, contact Kewill Transport Customer Support. Alerts Kewill Transport proides a wide range of alerts that shippers and carriers can use to manage all aspects of the shipping business. You can use Kewill Transport to track the entire shipping planning, deliery, and payment cycle and notify you of exceptions to the plan. Reporting Kewill Transport proides the following reporting capabilities: Shippers and carriers can run standard reports, which use the IBM Cognos reporting portal. Shippers can deelop custom reports in Cognos. The report authors can write reports and publish them to users in their organization. Carrier Modules Kewill Transport shippers identify which carriers they do business with. These carriers can then be configured to use Kewill Transport. Carriers can use the following modules. Execution Carriers can use Execution to manage the entire shipping workflow: Managing and accepting shipment tenders. Submitting shipment status, current position, and ETA updates. Track and trace for customer serice users. Freight Payment Carriers can use the Freight Payment tab in Execution to manage the payment process for their transportation costs. Contract Management Carriers can use the following Contract Management features: View all the contracts and accessorial charges your shippers hae defined for your organization. Shippers and carriers can use the Kewill Transport proposal process to submit, counter, and approe contract changes. Dock Scheduling Shippers can authorize their carriers to use the Dock Scheduling module, which allows a carrier to efficiently manage pickup and deliery appointments at the shipper's facilities. Dedicated Fleet Management Shippers can authorize their carriers to use the Dedicated Fleet capabilities of Kewill Transport. Alerts Carriers can use Kewill Transport to track the entire shipping planning, deliery, and payment cycle and notify them of exceptions to the plan. Reporting Carriers can run standard reports, which use the IBM Cognos reporting portal. Chapter 1. Introduction 5

The Shipping Lifecycle Carrier Mobile The Carrier Mobile application allows carriers to respond to shipment tender requests and proide real-time status updates to shippers from their mobile digital deice. Carrier Mobile is supported on the Apple iphone. You can use the modules of Kewill Transport to manage the entire shipping lifecycle. The following workflow shows the steps for managing your transportation process: 1. Manage contract and accessorial charges and negotiate carrier rates in Contract Management. 2. Submit shipments and orders for most transportation modes on the New Shipment page of the Execution module. You can also submit shipments and orders using data exchange. 3. Consolidate orders into shipments and plan loads using the Kewill Transport optimizer and Load Builder. 4. Tender the shipments that you build to one or more carriers in the Execution module. 5. Schedule and manage pickup and deliery appointments for the docks at shipper facilities in Dock Scheduling. 6. Track the status of your freight in the Execution module. 7. Manage transportation costs and pay inoices in the Freight Payment module. 8. Analyze carrier performance using Kewill Transport reports and dashboards. 6 Kewill Transport: Oeriew

Accessing Kewill Transport Features Kewill Transport proides a wide range of features you can use to efficiently manage your complete shipping lifecycle. For example: Click the links in the banner to open Kewill Transport modules. Chapter 1. Introduction 7

Tabs in each module are your main workbench for performing shipping tasks. Search options help you quickly locate the information you require to complete your tasks. Editing shortcuts let you quickly update your shipments. For example, you can click on a departure or arrial date to update that entry. You can customize tables to change which columns are displayed. You can also change the order of the columns and sort your data. You can export data in tables into a spreadsheet. Customizing Kewill Transport Kewill Transport allows shippers to customize many features to meet the requirements of their business. For example, you can rename reason codes and reference fields to match the terminology your users are familiar with. You can use the following features to customize and organize your shipping data in Kewill Transport: User Options Each user can set up default settings that speed up the entry and editing of shipments and dock appointments. Customizing Tables 8 Kewill Transport: Oeriew

Kewill Transport presents your critical shipping and payment data in tables: You can select which columns to display and hide in each table. You can change the order of columns to group data and quickly compare the results. You can easily sort tables to display the most important eents at the top of the page. Shipper and carrier administrators can also set up default table formats and copy these to their users. Searching Users can use the powerful search capabilities in Kewill Transport to filter their shipping data based on dates, origin and destination, mode, serice type, payment method, and many other criteria. Shipper and carrier administrators can copy saed searches to their users. Reason Codes Kewill Transport proides many industry-standard reason codes you can use to track changes in shipment status. Shippers can organize and customize these reason codes to meet the requirements of their business: You can rename standard reason code descriptions to use familiar names that your organization currently uses in your business processes. You can organize reason codes into groups and determine which reason codes your users can select. Reference Fields Kewill Transport proides many industry-standard reference identifiers you can assign to orders and shipments. Shippers can define custom names for reference fields. Equipment Kewill Transport proides dozens of industry-standard equipment types and sizes, such as many types of dry ans, flatbed trailers, and refrigerated equipment. Shippers can customize and organize these equipment types: Filter the long list of standard equipment types so your users only select the equipment your organization requires. Define custom equipment names that use terms your users are familiar with. Define equipment lists that group related equipment together. Shipment Priorities Shippers can define their own shipment priorities and then use these priorities to sort and track shipments. User Profiles Shipper and carrier administrators define a user profile for each employee that logs on to Kewill Transport. You can customize the user isibility so your employee only handles freight that is being picked up or deliered in a certain area. Custom Forms Chapter 1. Introduction 9

Shippers can be licensed to deelop custom Bill of Lading (BOL) forms, which their Execution users and carriers can open in Adobe Acrobat PDF format. User Profiles Shipper and carrier administrators define a profile for each user, which controls the Kewill Transport modules the user can access. The following examples show how shippers might organize their users: Assign a transportation planner as the Logistics Manager role in Execution. The user can access all the tabs in Execution and the dashboards. The user can iew shipping and pricing information for any locations the user has access to. Assign a user as the Customer Serice role in Execution. The user can access the Tracking tab and monitor shipment departures and delieries. The user cannot access the Shipments tab or iew pricing information. Assign a dispatcher as the Logistics Operations role in Execution. The user can create, plan, and track shipments, but cannot iew pricing information. Set up an inoicing analyst to access the Freight Payment and Contract Management modules. The user does not access Execution. Specify which users can iew and run reports. Automating the Shipping Process As a shipper, you hae to manage thousands of orders and shipments that are deliered by many different carriers. Kewill Transport offers a powerful set of features you can use to automate the transportation planning, shipping, and reconciliation processes: Contracts Use contracts in Kewill Transport to store the shipping rates for all your carriers. Kewill Transport uses these rates to automatically calculate the line haul rates for eery shipment that is submitted to Kewill Transport. These centralized contracts enforce pricing compliance for your shipping facilities. You always pay the proper rates for your freight and minimize off-contract expenditures, also known as contract leakage. Accessorial Charges You can define accessorial charges, which are supplemental fees that are aboe and beyond the linehaul charge for each shipment. You can assign two types of accessorials to your contracts: Planned accessorials Kewill Transport automatically applies the charge to eery shipment that is rated using that contract. Unplanned accessorials Shipper or carrier users manually apply the charge to specific shipments. You can define thresholds that control whether Kewill Transport automatically approes the charge. Fuel surcharges 10 Kewill Transport: Oeriew

You can assign accessorials to your contract to coer fuel surcharges. Kewill Transport automatically updates the fuel surcharges once each week, based on the U.S. federal fuel index. This feature ensures that you always pay the carrier the proper fuel price at the time of the shipment departure. Automatic Mode Selection Use the automatic mode selection features to hae Kewill Transport choose the best transportation mode for your order or shipment. Kewill Transport selects the mode based on the weight or olume and transit time. You can also submit orders to Kewill Transport and hae the system automatically feed these orders to the optimizer for consolidation. Carrier Selection Use the powerful tendering features of Kewill Transport to automatically select the best carrier to take the load, based on cost, rank, or olume commitments. You can turn on Automatic Carrier Selection for your entire shipping operation or define Route Guides to perform automatic carrier selection for specific shipping regions and carriers. In addition, your carriers can specify whether they want to automatically accept tenders from your organization. Optimization Use the Kewill Transport optimizer to automate the consolidation of large order sets into the most cost-effectie shipments: The optimizer proides a wide range of parameters you can use to fine-tune the results, based on your shipping requirements. You can schedule optimization runs and then receie an email alert when the runs are complete. Freight Payment The Freight Payment module proides the following options to automatically generate freight payment ouchers: Auto-Pay Kewill Transport calculates the shipment charges and always uses that amount in the oucher. The system does not compare these charges to the carrier inoice. Match Pay Kewill Transport compares the carrier inoice to the calculated shipment charges. The system pays the amount in the carrier inoice if it falls within your Match Pay tolerances. Departure and Arrial Windows You can set up Kewill Transport to automatically calculate your shipment schedules: Submit the planned departure date and hae Kewill Transport calculate the planned arrial date. Chapter 1. Introduction 11

Submit the planned arrial date and hae Kewill Transport calculate the planned departure date. ETAs Kewill Transport automatically calculates the Estimated Time of Arrial (ETA) for each shipment based on the departure date and time, transit time, and stops in the route. Mass Entry and Editing You can use the mass entry and mass edit features to update many records in Kewill Transport at the same time. For example: You can make a single change to update the departure date or arrial date for multiple shipments. You can propose a mass rate change to all the lanes in one contract section. Dock Scheduling Use the Dock Scheduling module to automatically calculate the length of pickup and deliery appointments, based on the carrier, supplier, or the quantity of the load. Optimizing Routes When you build a multi-stop shipment itinerary, you select the order of the stops. If you add or update orders, you can click a single button to hae Kewill Transport optimize the route and reorder the stops to reduce the total distance. Route Itinerary Templates You can set up route itinerary templates, which support multi-leg shipments that are routed through cross-dock facilities. Execution users can apply these templates and quickly build shipments that use a different transportation mode for each leg of the route. Shipment and Order Numbers You can hae Kewill Transport automatically generate SID numbers, order numbers, and purchase order numbers. Carrier PRO Numbers You can hae Kewill Transport automatically assign Carrier PRO numbers to LTL shipments. Your LTL carriers proide a block of PRO numbers for each location where they pick up LTL freight. Alerts and Eent Management You can set up eent agents in Kewill Transport to monitor all your transportation eents, including shipment tenders, departures, arrials, and inoices. Kewill Transport will send you email alerts for any eents that are late, missing, or out of tolerance. Scheduling Reports You can schedule reports to run daily, weekly, or monthly. You can hae these reports automatically deliered to you in emails. Data Exchange 12 Kewill Transport: Oeriew

International Shipping You can hae Kewill Transport automatically send you data exchange transactions, such as new shipments, shipment status updates, and tender notifications. You can use the following features to manage your international shipping operations. Ocean bookings Shippers and carriers can use the Booking module in Kewill Transport to manage their ocean freight: 1. A shipper can consolidate shipments into a booking that consists of multiple containers. 2. The shipper can submit the booking to the carrier online or using data exchange. 3. The carrier can accept or decline the load and submit a booking confirmation. 4. The shipper and carrier can use Kewill Transport to track the ocean shipment status. Locales Each shipper and carrier user can select the language that is used to display the Kewill Transport user interface. For information about the locales that are supported in Kewill Transport, contact your enrollment manager or Customer Support. Currencies Each shipper and carrier organization selects the currency it wants to use for displaying transportation charges. Date formats Users can select a format for iewing dates in Kewill Transport. Measurements Users can select how they want to iew shipment weights, olumes, and distances. Country codes Shippers and carriers can define locations and areas in more than 220 countries. You can also select specific states or proinces. PC Miler Worldwide Shippers can select PC Miler Worldwide, which includes distances for Europe, Asia, Africa, South America, and North America. Ocean shipments Kewill Transport supports EDI 315 ocean shipment status and United Nations port codes. Documentation Much of the Kewill Transport documentation is aailable in French, German, Spanish, and Brazilian Portuguese. Chapter 1. Introduction 13

Data Exchange Shippers can submit data to Kewill Transport and receie data using EDI X12, EDIFACT, and XML transactions. Kewill Transport supports the following data exchange formats: Electronic Data Interchange (EDI), such as EDI X12 204, 214, 210, 850, 856, and 990 transactions. Kewill Transport also supports EDIFACT transactions for international shipping operations. Extensible Markup Language (XML) files for orders and shipments. Web serice calls that send and receie XML files. Flat files, such as the Nisteo Standard Delimited Files (NSDF). Shippers can use NSDF files to import contracts, locations, areas, and orders into Kewill Transport. Carriers can use EDI X12 and EDIFACT transactions to send and receie Kewill Transport data. To obtain Kewill Transport data exchange specifications, contact Customer Support or your enrollment manager. Support for Third-Party Products Kewill Transport has been integrated with industry-leading logistics software solutions. When shippers subscribe to Kewill Transport, they can use the following products to manage their transportation business: Mileage Sources You can select from multiple ersions of these products: PC Miler MileMaker You can select a mileage source for your organization and then set up different mileage sources in each carrier contract. SMC RateWare Shippers can use SMC Rateware to calculate LTL rates based on tariffs. You must obtain a license from SMC to use specific tariffs in Kewill Transport. SMC CarrierConnect Shippers that are licensed to use SMC CarrierConnect can use this serice to return transit times for their LTL shipping lanes. Shippers can use this data to determine which transportation modes hae adequate transit time to delier the freight from the origin to the destination. Transport Power Ops Optimizer Shippers can obtain a license to use the Transport Power Ops optimizer from IBM ILOG. You can use the optimizer to automate the consolidation of orders and shipments into larger, more cost-effectie loads. 14 Kewill Transport: Oeriew

Documentation Cognos Shippers and carriers can use the IBM Cognos reporting portal to run many standard Kewill Transport reports. Shippers can use Cognos Report Studio and Query Studio to deelop custom reports for their organization. Parcel Rating Shippers can obtain a license to use the Kewill Transport Parcel Rating system, which is based on the PierBridge Agile Elite parcel rating solution. When you submit parcel shipments to Kewill Transport, the system uses the parcel rating system to return the most cost-effectie parcel carrier and serice type. Google Maps Shippers and carriers can iew shipment routes using the Google Maps serice. Select a shipment in Execution and click Maps to iew the route from the origin to the destination. Online help is aailable in Kewill Transport. Click Help to launch the help system and to access the Kewill Transport guides in Adobe Acrobat PDF format. The following documentation is aailable for Kewill Transport: General Information Getting Started Guide for Shippers Getting Started Guide for Carriers Glossary Search Guide Alerts Guide Reference Guide Execution Execution Guide for Shippers Execution Guide for Carriers Load Builder Guide Dock Scheduling Guide Optimization Guide Execution Dashboards Mass Entry and Mass Edit Capacity Center Guide Tracking Tab Guide Customer Portal Guide Shipment Log Guide for Guard Shack Users Dedicated Fleet Management Guide Freight Payment Freight Payment Guide for Shippers Freight Payment Guide for Carriers Chapter 1. Introduction 15

Enrollment and Training System Requirements Contract Management Contract Management Guide for Shippers Contract Management Guide for Carriers Aerage Rate Calculator Guide Reporting Reporting Getting Started Guide Standard Reporting Guide Ad Hoc Reporting Guide Cost Performance Data Mart Execution Performance Data Mart Shipment History Data Mart Configuration Shipper Configuration Guide Carrier Configuration Guide Contract Administration Guide Freight Payment Administration Guide Security Guide CarrierConnect Configuration Guide Parcel Rating Guide Enrollment (on-boarding) serices and training is aailable for Kewill Transport. For more information about these serices, contact your Kewill sales representatie. Kewill Transport is supported using Internet Explorer and has been certified using IE Versions 7 and 8. Other web browsers, such as Mozilla Firefox, hae not been certified and might not display Kewill Transport pages correctly. Some Kewill Transport modules, such as Load Builder, should be used with a monitor resolution of 1024x768 or higher. If you use a lower screen resolution, such as 800x600, the main Load Builder page might not display correctly. 16 Kewill Transport: Oeriew

Chapter 2. Execution Naigating in Execution Shippers and carriers can use the Execution module of Kewill Transport to plan and track their freight for the entire product lifecycle, from the procurement stage through planning, carrier selection, and the track and trace stages. Shippers and carriers can use the Execution module to plan and monitor the entire shipping lifecycle, from creation through the final deliery. For example, shippers can use the Shipments tab to access many Kewill Transport features: Use the View By option to iew data for either shipments or orders in the Shipments tab. Use different search criteria to find the shipments or orders you want to work with. Click Load Builder to open the Load Builder workbench. The Load Builder enables you to consolidate orders into shipments and plan loads. Click Carrier Selection to tender shipments to carriers. Click New to create and update shipments. Click Map to iew the route of a deliery in Google map format. Click Charges to manage and track the freight cost of each shipment or order that is stored in Kewill Transport. Carriers can use the Actie tab to manage their shipments: Use the Shipper option to select whether you want to iew freight for all shippers or for a single shipper. Click Capacity Broadcast to announce aailable capacity to shippers. 17

Click Itinerary to iew the planned route of a shipment from the origin to the final destination. Click View Details to display information about the shipment or order. Click Print BOL to open a Bill of Lading for the shipment as an Adobe Acrobat PDF file. Shipment and Order Planning Shippers can use the Shipments tab and Orders tab in Execution to plan, create, tender, and update their shipments: Shipments tab Use the Shipments tab to perform the following tasks: Create shipments. Each shipment contains one or more orders. Update or cancel shipments that were created online or submitted using Data Exchange. Plan the route and adjust stops in the itinerary. Tender the shipment to one or more carriers and track the carrier responses. View the shipment charges calculated by Kewill Transport and add or remoe additional charges. Use Load Builder to reiew and approe your load plans. Orders tab Use the Orders tab to perform the following tasks: Create, update, copy, and cancel orders. Use the Kewill Transport optimizer to consolidate large sets of orders into the most cost-effectie shipments. View the direct rate mode plan, which shows the representatie rates and transit times for each transportation mode that is eligible to delier the order. The optimizer uses this data to process your orders. Use Consolidation Workbench to manually consolidate orders into shipments. 18 Kewill Transport: Oeriew

Use the Add/View Items feature to manage the shipping units and items in the manifest. Mark an order as Ready to Ship so the inbound shipping organization can begin planning the deliery. Use Kewill Transport to automatically select the transportation mode for an order, based on the cost and transit time. Carriers can use the Tenders tab and Actie tab in Execution manage the freight that their shippers offer to them: Tenders tab Use the Tenders tab to perform the following tasks: Search for current tenders the shippers hae submitted to your organization. For example, you might search based on origin, destination, mode, or equipment type. Accept or decline shipment tenders. Enter a spot rate bid if the shipper issued a broadcast for capacity tender. View the itinerary or shipment details to learn more about the load before you accept it. Actie tab Use the Actie tab to perform the following tasks: Search for shipments you want to manage in Kewill Transport. For example, you might search for shipments that hae been loaded but hae not departed. Filter the shipment list by a specific shipper if you only want to deal with freight for that organization. Reject shipments you hae already accepted. Edit a shipment to show the specific equipment you are proiding or to change the estimated distance. Print a Bill of Lading (BOL) form in PDF format. Managers can iew shipment charges and add an unplanned charge, such as a detention fee. Update the shipment status, current position, or ETA. Load Builder The Load Builder workbench proides an efficient way to build truckload shipments. You can access and reiew optimization run output, build orders into shipments, manage pool points and cross-dock locations, and perform a ariety of shipping tasks. Using Load Builder, you can do the following tasks: Find unassigned orders and consolidate them into a shipment. Combine shipments into larger shipments. Use the drag-and-drop feature to quickly select orders and assign them to a shipment. Reiew the shipments built by the optimizer and then approe or reject the shipments. Chapter 2. Execution 19

Double-click a status eent in an Execution dashboard to open Load Builder. For example, you might want to drill down and find out why certain shipments were picked up or deliered late. View a Google map of the shipment route. Carrier Selection and Tendering Route orders and shipments through pool points and cross-dock locations. Expand a shipment record to iew the stops and orders associated with the shipment. Manage the tendering process for your shipments. Launch the Carrier Selection page, iew the Tender Status, and print a Tender Confirmation sheet. Manually reorder the stops in a shipment route or hae Kewill Transport optimize the route for you. Edit shipment attributes, such as the payment method or equipment size. Shippers can use the tendering features of Kewill Transport to automate and control the carrier selection process: Tendering Strategies For each transportation mode, you define these Tendering Strategies: Do you use Kewill Transport or another system to do your tendering? How long before a shipment departs does it has to be tendered? How long do you allow carriers to respond to the tenders? Can your users oerride the shipment rate that is stored in your carrier contracts? Route Guides Use the Route Guides in Kewill Transport to define the tendering process you want to use for each shipping region: What transportation modes, equipment, and serice type do you use in each shipping lane? What tendering method do you want to use, such as sequential or broadcast tenders? Do you want to use automatic carrier selection? Do you want this shipping region to use different tender time fence settings than your default Tendering Strategies? Do you want to disqualify carriers from taking a load if they hae inadequate transit time? Tendering Methods Kewill Transport supports a ariety of tendering methods that you can use to efficiently control carrier selection and make sure all your freight is coered: Sequential Tender to carriers one at a time, using the sequence defined in the Route Guide. Broadcast Tender to a list of carriers at the same time. Broadcast for Capacity 20 Kewill Transport: Oeriew

Tender to a list of carriers at the same time. The carrier can accept the shipper's offer or submit a different bid. Broadcast for Reiew Tender to a list of carriers at the same time. After carriers respond, the shipper selects the carrier to take the load. Manual Tender to a single carrier. Automatic Carrier Selection You can hae Kewill Transport automatically tender your shipments, based on your Route Guide rules. For example, you might hae Kewill Transport automatically perform a sequential tender to the eligible carriers, starting with the carrier that has the lowest rate. Volume Tendering You can set up tendering strategies based on the olume commitments you establish with your carriers. You can then use Kewill Transport to tender shipments to the carriers that are the furthest from reaching their olume commitments. For example, you might want a carrier to receie at least 10 loads per week between Ohio and Minnesota. Sorting Carriers You can control how Kewill Transport sorts carriers for manual and sequential tenders: Rate The carrier with the lowest rate is listed first. Commit Quantity The carrier with the highest number of committed loads is listed first. Rank Carriers are sorted based on the ranking the shipper assigned. Factored Cost The carrier with the lowest factored cost is listed first. You can use factored costs to assign discounts to carriers based on good serice and penalties to carriers based on poor serice. Tender Oerrides Kewill Transport automatically generates a carrier selection plan for each shipment, based on the contracts and Route Guide rules the shipper administrator defines. For indiidual shipments, Execution users can oerride these default tendering rules. For example, a dispatcher might determine that none of the contracted carriers are aailable to make the deliery in time. The dispatcher can perform a tender oerride and select a carrier that can take the load. Carrier Tendering Configuration Chapter 2. Execution 21

Carriers can set up Kewill Transport to automatically accept tenders from one or more shippers in defined serice areas. Carriers can also specify Tender Notification Parameters for each shipper: Does the carrier accept EDI tenders from the shipper? Or does the shipper hae to tender online in Kewill Transport? For LTL shipments, will the shipper send EDI 204 or EDI 211 transactions to the carrier? Shipment Tracking Shippers and carriers can use Execution to perform the track and trace step of the shipping cycle: Customer Serice representaties in the shipper or carrier organization can use the Tracking tab to monitor shipment departures and arrials. All shipper and carrier users can update the shipment status. Shippers can set up Guard Shack users, who use the Shipment Log tab to track freight being deliered to the manufacturing plant, yard, or distribution center. For example, the Guard Shack user can set the shipment status to In Gate or Out Gate. Carriers can use the Carrier Mobile application on their iphone to accept tenders and report shipment status updates. For example, the Tracking tab proides the following features that customer serice representaties can use to monitor their shipments: In the Mode column, iew the transportation mode, such as Truckload or LTL. In the Description column, iew a description of the freight being deliered. In the Planned Departure, Planned Arrial, and Calc. ETA columns, iew the planned departure, planned arrial, and estimated time of arrial for a load. Click View Details to display information about the shipment and each stop. Select a shipment in the Shipments table to iew each stop of the shipment in the Stops table. 22 Kewill Transport: Oeriew

Capacity Center Dedicated Fleet Management Inbound Shipment Planning Shippers can use the Capacity Center to search the Kewill Transport network for carrier aailability in a certain area. After you select the eligible carriers, you can tender the shipment, using either a broadcast for capacity or broadcast for reiew tender. For example: 1. You hae a shipment that has to depart from your Kansas City plant in the next three days. 2. None of your contracted carriers are aailable to take the load. 3. You search for carriers that hae trucks arriing within a 100-mile radius of Kansas City in the next three days. 4. You issue a broadcast for capacity tender to the carriers that hae trucks aailable in the Kansas City area. Carriers can use the Capacity Center Broadcast feature to notify their Kewill Transport shippers that they will hae a truck aailable to pick up freight in a specific area on a specific date. For example, the carrier might specify that they will hae two dry ans aailable to make pickups in Postal Code 80220 (Dener, Colorado) on 15 August. A dedicated fleet is a trucking fleet that is owned by the carrier but is licensed for exclusie use by one or more shippers. A shipper arranges with the carrier to use the dedicated fleet, which helps ensure that the required truck capacity is always aailable. You can perform the following tasks: Track the status of the trucks in your fleet. Find shipments and assign them to the trucks. Manage non-shipment legs of the route, such as deadhead or repositioning. Manage reenue sharing for shipments carried by the dedicated fleet. Use the Freight Payment features of Kewill Transport to manage the payment of carrier inoices. Set up Kewill Transport to automatically allocate the dedicated fleet costs among the shipments deliered by the fleet. Shippers can also authorize their dedicated carrier to manage the dedicated fleet for them. The carrier logs on to Kewill Transport and uses the same Dedicated Fleet capabilities as the shipper. Many shippers use their transportation management system to plan the outbound freight that is being deliered to their customers. Shippers can also use Kewill Transport to efficiently manage the inbound freight that they receie from their suppliers and endors. Chapter 2. Execution 23

The Inbound Planning solution in Kewill Transport allows shippers and suppliers to collaborate on managing inbound orders and shipments. The Inbound Planning solution proides the following capabilities: Use a single system to manage both inbound and outbound freight. By managing all your shipping olume in Kewill Transport, you can negotiate with carriers to procure better rates and serice. Use the Freight Payment module in Kewill Transport to automate and audit the settlement process for all your shipments. Proide additional isibility to your supply chain personnel of the freight being deliered to your facilities. Track all the milestones in the shipping lifecycle, from purchase order through deliery. Use the Kewill Transport optimizer to consolidate inbound delieries, which determines the best transportation mode and the lowest cost. Find additional cost-saing opportunities by switching from prepaid to collect freight terms to gain control of inbound freight costs. Larger endors that are EDI-enabled can exchange orders, shipments, and other business documents with Kewill Transport in EDI format. Smaller endors that are not EDI-enabled can use the IBM Sterling Supplier Portal to exchange data with Kewill Transport. For example, your suppliers can use the following process to transfer data between their systems and Kewill Transport: 1. The supplier uses IBM Sterling Supplier Portal to create a routing request. 2. When the routing request is submitted to Kewill Transport, an order is created. 3. The Kewill Transport shipper can consolidate the order into a shipment and plan the most cost-effectie shipping option. 4. The shipment can be submitted from Kewill Transport back to IBM Sterling Supplier Portal for the supplier to track in its system. 24 Kewill Transport: Oeriew

Carrier Mobile Carriers can subscribe to the Carrier Mobile application. This Apple iphone application allows carriers to respond to shipment tender requests and proide real-time status updates to shippers from their mobile digital deice. Carrier Mobile proides the following features: Respond to tenders By responding to time-sensitie tender requests when away from a computer, carriers with mobile access hae the opportunity to win more business: View a list of all tenders that hae been sent to your organization. Accept tenders while on the road. Decline tenders that hae already been accepted. Proide real-time shipment status Carriers can proide real-time shipment status updates, which enhances communication between shipping partners and boosts productiity: Find a shipment by reiewing the Actie list. Find a shipment by searching for the SID or Carrier Reference Number. Report status updates for a shipment, including which stop number you are updating, the time of day, the status to report, and the reason code. Additional Execution Features Kewill Transport also proides the following Execution capabilities: Google Maps Shippers and carriers can iew a Google map that shows the shipment route from the origin to the destination. Printing Forms Chapter 2. Execution 25

Shippers and carriers and can iew and print the following forms: Bill of lading forms in Adobe Acrobat PDF format Shipment Summary and Shipment Detail documents Tender confirmation sheets A list of shipments or orders in any Execution table In addition, shippers can be licensed to deelop their own custom bill of lading forms. Shipper and carrier users can iew and print these custom forms in PDF format. Notes/History Shippers and carriers can iew a complete history of the status, notes, alerts, and eents that hae been recorded for each shipment. Shippers can also iew priate notes that are only aailable to their users. Carriers cannot iew these notes. Managers can iew pricing information in Notes/History. Customer Serice and Shipment Entry users cannot iew prices. Customer Portal Shippers can authorize their customers to log on to Kewill Transport and iew the shipments that are being deliered to that customer. For example, the Kewill Transport shipper is a manufacturer and the shipper allows a key retailer to log on and track incoming delieries. To iew the Customer Portal, the customer users log on as a user within the shipper organization. These customers are not set up as a separate organization within Kewill Transport. 26 Kewill Transport: Oeriew

Chapter 3. Optimization Kewill Transport shippers can be licensed to use the Kewill Transport optimizer, which is based on the Transport Power Ops optimization engine from IBM ILOG. You can use the optimizer to automate the consolidation of smaller orders and shipments into larger shipments, based on the most cost-effectie transportation mode. The goal of the optimizer is to build the load plan solution with the lowest oerall cost, based on the following considerations: The set of orders you submit The representatie costs and minimum saings you define The optimization run parameters The transit time required to delier the freight The optimizer proides the following general features: The optimizer supports multiple transportation modes. For example, you can consolidate parcel orders into LTL, LTL loads into larger LTL loads, and LTL into Truckload. For each mode, you can define fleets that support different serice types, such as normal or expedited serice. You can define a wide ariety of run parameters that let you tune the optimization to meet your business constraints. You can submit orders that do not hae a mode assigned. Based on the Mode Selection Thresholds you define, Kewill Transport can feed the orders to the optimizer to select the most cost-effectie mode. You can use Direct Rate Contracts to store the representatie shipping costs for different modes and serice types. The optimizer uses these rates to compare shipping costs across modes. The optimizer takes into account transit times when it determines the modes that are eligible to make the deliery on time. Load planners can use the Load Builder module in Kewill Transport to quickly reiew and approe the shipments built by the optimizer. Consolidating Orders and Shipments You can use the optimizer to efficiently consolidate both orders and shipments: In addition to consolidating orders into shipments, you can hae the optimizer replan existing shipments. You can top off shipments, combine shipments, or break apart and replan shipments. You can specify whether the optimizer replans tendered and coered shipments. After the optimizer consolidates orders into shipments, you can hae the optimizer automatically create a single-stop shipment for any leftoer orders. For example, the optimizer did not consolidate an order into a truckload shipment because the optimizer determined it was cheaper to ship the freight directly as LTL. 27

Optimization Runs Optimizing Shipping Routes You can hae the optimizer calculate the planned arrial window of the shipment, based on the planned departure window. You can also hae the optimizer calculate the planned departure window, based on the planned arrial window. You can hae the optimizer honor the Ship-With indicator when it consolidates orders into shipments. The optimizer will honor these ride-with constraints and combine the orders into one shipment, as long as the total size fits on the same ehicle. The optimizer allocates the total shipment cost proportionally to the orders in the shipment, based on the base rates, weight, olume, or quantity. You can require that the optimizer only assign orders to a consolidated shipment that uses the equipment specified in the orders. For example, you might require that the orders ride in a specific type of refrigerated an. The optimizer proides the following features for setting up and running the optimizer: You do not hae to manually select complex heuristics (mathematical algorithms) for each optimization run. The optimizer analyzes the orders and automatically chooses the best heuristics to process your data set. For complex order sets, you can hae the optimizer build an initial solution set and then automatically run improement heuristics to refine the results. You can sae optimization run profiles, which allow you to to quickly launch runs and ensure consistent results. You can automate your optimization runs by setting up a run schedule. For example, you might sae an optimization run profile and then hae Kewill Transport execute it daily at 7 a.m. You can use the Load Builder module to iew your cost saings and approe optimization run results. If you do not approe the results, you can feed them back to the optimizer to be processed again. You can subscribe to optimization alerts. For example, you can receie an email that tells you when a scheduled optimization run has completed. You can define the minimum cost saings for each mode and fleet that you are modeling in the optimizer. For example, you might want to make sure the cost saings coer the additional warehouse expense of consolidating the freight. The optimizer proides the following features for building efficient routes: The optimizer calculates route distances based on oer-the-road distances from the origin to the destination. The optimizer uses the mileage source you configured for your organization, such as PC Miler or MileMaker. You can define the maximum distance of the total route and the maximum duration (such as 72 hours or 5 days). You can hae the optimizer plan multi-pickup and multi-deliery routes. You can define the maximum number of stops in the route and the maximum distance between each stop. You can hae the optimizer group orders together that are being picked up or deliered at a pool point location. The optimizer will consider an inbound pool point as an alternate pickup location for the line haul leg. Or, it will consider an 28 Kewill Transport: Oeriew

outbound pool point as an alternate destination for the line haul leg. A single optimization run cannot create a route that uses pool points as both the origin and destination. You can hae the optimizer build round trip routes. For example, your priate fleet might make delieries and then return to the depot eery night. You can hae the optimizer build the route schedules to either obsere or ignore the working calendar at each stop location. Chapter 3. Optimization 29

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Chapter 4. Dock Scheduling Dock Configuration Dock Scheduling Features Shippers can use the Dock Scheduling module of Kewill Transport. Users can search for both scheduled and unscheduled shipments and iew daily schedules for their docks. You can also allow your carriers and suppliers to make dock appointments for pickups and delieries. When you define a location in Kewill Transport, you can set up a dock scheduling profile if your organization owns the facility. You can configure Dock Scheduling at each location to perform these tasks: Remain open earlier and close later than the normal front office operating hours to support your shipping and receiing schedule. Require pickup or deliery appointments at the dock location. Control the carriers and suppliers that can make appointments at this location. Direct traffic for a specific carrier to a dock resered for its use only. Similarly, you can set up a dock with Owner-Only isibility to resere that dock for your organization's use. Restrict equipment types, such as refrigerated trucks, to a specific dock. Direct shipping and receiing actiities to separate docks, or allow both actiities at a specific dock. Define the maximum number of pickups and delieries your suppliers can make at the location. Display the time frames you use in dock schedules (for example, allowing appointments eery 30 minutes, 60 minutes, or 90 minutes) while blocking out break times (such as lunch). Require that appointments be scheduled within the pickup or deliery window, or allow appointments to be made before or after the window. For example, some shippers might allow a carrier to make a pickup appointment at 10:30 a.m., een though the planned departure window begins at 11 a.m. Select default appointment durations and loading/unloading rates for common shipment types. Quickly set up multiple docks that all use the same settings. Copy an existing dock profile to quickly create a new dock. Control when users can create and update dock appointments. For example, you might allow carriers to make an appointment 8 hours before arrial and update the time up until 4 hours before arrial. Shippers, carriers, and suppliers can use Dock Scheduling to perform the following tasks: Create, update, and cancel dock appointments. Search for orders and shipments, based on whether a dock appointment has been scheduled or not. 31

Find specific orders in a shipment for scheduling the pickup and deliery. View shipment details directly from an appointment and update the status. Shippers can toggle between the Detail iew and the Day iew in Dock Scheduling. Carriers can only use the Detail iew. They can see scheduled and unscheduled shipments but cannot access the daily dock schedule. Shippers can use the following features in the Day iew to manage appointments at a location: Use the Type option to select whether you want to iew shipping docks, receiing docks, or both. Use the Location and Date fields to display appointment time slots for that date at the selected location. Click Make Appts to enter appointments for an existing order or shipment. After you make an appointment, Kewill Transport shows whether the appointment is for a shipping dock or receiing dock: : Pickup appointment at a shipping dock : Deliery appointment at a receiing dock Click Print BOL to open a Bill of Lading for the shipment as an Adobe Acrobat PDF file. 32 Kewill Transport: Oeriew

Chapter 5. Contract Management Contract Oeriew Shippers and carriers can collaboratiely build and manage an electronic contract of transportation rates, modes, and equipment characteristics for their shipping lanes. Shippers and carriers can propose and accept contract changes. One of the challenges for shippers is to ensure that shipments are tendered to the correct carriers at the best rate. The Contract Management module offers the following adantages for tendering shipments: Store contract information You can iew all the contracts and accessorials that your Kewill Transport shipper administrator defined. For example, you can compare rates between carriers or analyze multiple contracts for the same carrier. You can also compare your carrier contract rates to the target shipping rates your administrator defined in the base rate contract. Manage contract changes Your organization and carriers can use the Kewill Transport proposal process to submit, counter, and approe contract changes. The proposal process proides a detailed history of your rate changes. Manage shipment tendering strategies You can use the Route Guide Inquiry feature to analyze the electronic Route Guide that your administrator set up to manage your shipment tendering process. You can run inquiries and then fine-tune your tendering strategies and route guide rules to proide optimal carrier selection. A contract in Kewill Transport contains all the essential pricing and rating information for a specific carrier. A shipper can define one or more contracts for each carrier. Shippers can also define specialized contracts to support base rates, aerage rates, and optimization. Once a contract has been defined, the shipper and carrier can use the Contract Management module to propose and accept contract changes. Contract Types Shippers can define the following types of contracts in Kewill Transport: Shipper and Carrier Contract This is a contract between a shipper and a single carrier. Most of the contracts you manage in Kewill Transport will be these carrier contracts. Base Rate Contract 33

Use the base rate contract to define a target rate for each shipping lane. When you tender a shipment or perform a Route Guide Inquiry, you can compare the base rate to the actual rates aailable from your carriers. Payor and Payee Contract This is a contract between a payor organization and a payee organization. For example: A third-party logistics proider (3PL) uses Kewill Transport to manage shipments for its customers. The 3PL uses a payor and payee contract to track how much the customer owes the 3PL. The 3PL specifies the customer as the payor and specifies its 3PL organization as the payee. The 3PL uses shipper and carrier contracts to manage how much the 3PL owes the carriers. Freight Accrual Contract Use the freight accrual contract to track freight accrual charges. Kewill Transport stores the charges as unplanned accessorials, which are included in accrual inoices. Aerage Rate Contract Set up this contract if your organization uses the Aerage Rate Calculator. Kewill Transport calculates the aerage shipping rates and stores them in this contract. Direct Rate Contract Set up this contract if your organization uses the Kewill Transport optimizer. The system uses the contract to store representatie rates, which the optimizer uses to compare shipping costs across modes. Contract Leels Each contract that you define contains three leels: Contract Defines the general contract information, such as the type of contract, the carrier, and the contract dates. Section Each contract can contain one or more sections. You can define a section for each carrier fleet and indicate whether the fleet is dedicated, preferred, or priate. You can also define a section by the rating method, such as Flat Rate or Full Route Distance. There are many other characteristics you can assign for each section, such as Equipment Type, Moement Type, and Serice Type. Lane Each contract section contain one or more rating lanes. Lanes are the routes used by Kewill Transport to calculate shipment charges for freight that is deliered from the origin to the destination. In the lane leel of the contract, you specify the following information: The origin and destination of the lane 34 Kewill Transport: Oeriew

How the line haul charge is calculated, such as the full route distance or a flat rate The following diagram shows an example of the contract leel hierarchy: Accessorial Charges An accessorial is a charge for serices performed aboe and beyond hauling the load. You can define the following types of accessorials in Kewill Transport: Standard Use for general charges, such as a drier load/unload charge or a per-stop charge. Fuel Use to apply fuel rate changes, which are calculated based on the U.S. federal fuel index. Equipment Use when you want to apply a special charge if a shipment uses a certain equipment type. For example, assume you define most of your contracts for dry ans. You could define a refrigerated trailer accessorial for the occasional shipment that requires it. Serice Use when you want to apply different rates for shipments that use normal or expedited serice. Deadhead Use to charge for the deadhead distance between the destination of one shipment and the origin of the next shipment. Contract Updates Shippers and carriers can use the Contract Management module to collaborate on updating contracts. A contract proposal can contain multiple changes. For example, you might propose a change to the expiration date of the contract, the equipment type for a section, and rate changes for lanes. Chapter 5. Contract Management 35

You propose changes and the recipient can accept or reject it in its entirety, or counter the proposal if you allow it. The following diagram shows a simple example of proposing and countering a rate change for a specific lane: Route Guide Inquiry Rate Guide Aerage Rates 36 Kewill Transport: Oeriew 1. A carrier proposes a 4.5% rate increase. 2. The shipper counters with a 3.5% proposed rate increase. 3. The carrier counters with a 4.1% proposed rate increase. 4. The shipper accepts the proposal. Shippers can use a Route Guide Inquiry to simulate the contract lanes and carriers that are eligible to take a shipment in Execution. You can use the inquiry to determine which lanes and carrier are optimal in terms of cost, transit time, or olume commitments. Kewill Transport calculates shipping costs based on the inquiry parameters, the Route Guide rules, and the rates stored in your carrier contracts. You can use Route Guide Inquiry to analyze the electronic Route Guide that your administrator set up to manage your shipment tendering process. You can run inquiries based on simulated shipments and analyze the results to see how the Route Guide sorts carriers. You can then fine-tune your tendering strategies and route guide rules to proide optimal carrier selection in Execution. Shippers and carriers can use the Kewill Transport Rate Guide to reiew all the rates for their lanes. For example, a shipper can use the Rate Guide tab in Contract Management to compare rates from different carriers for the same lane. The Rate Guide includes the Rate History feature, which you can use to reiew the past, present, and future rates for the same lane. Kewill Transport proides a record of all the changes that were proposed and accepted for the lane. Shippers can use the Aerage Rate Calculator module. The goal of calculating aerage rates is to gather historical data about your transportation expenditures: You can set up more accurate base rate contracts. You can negotiate with carriers on future shipping rates. Kewill Transport automatically calculates the aerage rates based on your configuration settings. For example: You hae Kewill Transport calculate aerage rates once each month.

Each calculation includes data for the past six months. Kewill Transport stores the calculated rates in your aerage rate contract. To search for aerage rates, open the Aerage Rates tab in Contract Management and use the following features: Use the Origin and Destination fields to select the origin and destination of the shipping lane. In the Aerage Rate Date field, specify the date for which you want to iew the aerage rate. Click Submit to run the aerage rate inquiry. In the Aerage Rate Search Results table, iew the rate per mile, line haul charge, fuel surcharge, and total cost for shipments deliered in that lane. Note that aerage rates are different from base rates: Aerage rates are an aerage of the rates your organization actually paid carriers for shipments. Base rates are the targeted rates you would prefer to pay. You manually define these rates in your base rate contract. You can compare the aerage rates, which are calculated by Kewill Transport, to the base rates you hae defined. For example, you might analyze the aerage rate data and use that knowledge to manually update your base rate contract. Chapter 5. Contract Management 37

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Chapter 6. Freight Payment Shippers and carriers can use the Freight Payment module in Kewill Transport to manage their transportation spending and authorize payments to carriers. The freight settlement process consists of the following steps: 1. Carriers submit freight inoices to Kewill Transport, which proide a summary of the billed charges. 2. The shipper uses Kewill Transport to generate freight payment ouchers. The oucher includes the line haul rate and any accessorial charges that apply to the shipment. 3. Shippers can use Kewill Transport to submit the oucher charges to your shipping organization in EDI 210 or XML format. 4. You can import the charges into your accounts payable system and use that system to pay the carrier. Auto Pay and Match Pay Options You can use the following options to hae Kewill Transport generate freight payment ouchers: Auto Pay Kewill Transport calculates shipment charges and automatically generates a oucher when the freight payment triggers are satisfied for each shipment. Kewill Transport does not compare the oucher charges to the carrier inoice charges. Auto Pay is the standard freight payment process used by most Kewill Transport shippers. Match Pay You can set up Match Pay Tolerances that Kewill Transport uses to manage your freight payment process: Kewill Transport compares the total charges submitted by the carrier to the oucher charges that are calculated by Kewill Transport. If the carrier charges are within the tolerances you defined, Kewill Transport automatically updates the oucher charges to use the carrier inoice charges. When the carrier charges are outside the defined tolerances, Kewill Transport generates charge adjustments for shipper users to reiew. Shipper users can accept, reject, or adjust charges from the carrier inoice. You can mix and match the Auto Pay and Match Pay options in your Freight Payment profile. For example: You can use the Auto Pay process with some carriers and Match Pay with other carriers. For one carrier, you might set up Match Pay rules in some shipping lanes and set up Auto Pay rules in other lanes. 39

Freight Payment Profile You can define different Freight Payment rules based on transportation mode, moement type, and serice type. You might want to use Auto Pay for interplant shipments and Match Pay for inbound and outbound shipments. When you set up your freight payment configuration, you define freight payment rules and triggers, which control when Kewill Transport generates freight payment ouchers. For example: You can require the carrier to submit an inoice to Kewill Transport before the system generates the oucher. You define freight payment triggers that determine when Kewill Transport generates each oucher. For example, you can hae the system generate a oucher when the carrier accepts the shipment tender or when the shipment departs from the origin. You can specify the number of days after the original oucher date that Kewill Transport locks the shipment charges. After the lock date, the carrier cannot submit new or updated shipment charges online in Kewill Transport. You can automatically use the carrier PRO number as the carrier inoice number when generating a oucher. You can use the Partial Payment Voucher feature to hae Kewill Transport automatically generate a oucher for the line haul, planned accessorial, and any other approed charges when the triggers hae been satisfied. A shipper user still has to reconcile and approe pending charges on the shipment. You can require your users to manually approe each shipment before Kewill Transport generates the oucher. You can hae Kewill Transport generate accrual inoices. Accrual charges, which are also known as pro forma inoices, proide a summary of the estimated charges between the shipper and a carrier. An accrual inoice allows you to accrue estimated charges for a shipment in your budget and then pay these charges later when the carrier submits an inoice. Shipper Features in Freight Payment Shippers can use the Freight Payment module to perform these tasks: View inoices submitted by the carrier or ouchers generated by Kewill Transport. Reconcile charges for inoices that hae unapproed charges. Print an inoice or oucher. Edit carrier inoice numbers and dates. Manually oerride the freight payment triggers to generate a oucher immediately. Add charge items for a shipment. Inalidate and remoe a oucher. View the freight payment terms that Kewill Transport used to generate each oucher. Resend a freight payment oucher to your shipper organization as an EDI 210 transaction. Search for unassigned carrier inoices and manually assign an inoice to a shipment. 40 Kewill Transport: Oeriew

View shipment payment information that was submitted through an inbound EDI 820 transaction or XML. Manage payments for your dedicated fleets. Carrier Features in Freight Payment Carriers can use the Freight Payment tab in Execution to perform these tasks: Add unplanned accessorial charges, such as unloading fees, to shipments. Compare your carrier inoices to the ouchers generated by Kewill Transport. Manually assign an unmatched carrier inoice to a shipment. Edit carrier inoice numbers and dates. Print inoices. View payment information. Kewill Transport can automatically apply carrier tax identification numbers to the freight payment ouchers the system sends to the shipper. The carrier administrator defines these tax identification numbers. Chapter 6. Freight Payment 41

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Chapter 7. Alerts Subscribing to Alerts Kewill Transport proides a wide range of alerts that shippers and carriers can use to manage all aspects of the shipping business. You can use Kewill Transport to track the entire planning, deliery, and payment cycle and notify you of exceptions to the plan. You can then manage by exception and focus on trouble spots in your shipping workflow. Alerts proide the following features: Each shipper and carrier organization can decide which alerts it wants to receie. Carriers are not limited to receiing alerts that their shippers use. Shipper and carrier users can subscribe to their own alerts. Users can choose to hae alerts deliered as emails. They can also iew alerts on many pages in Execution, Freight Payment, and Contract Management. When users subscribe to alerts, they can define filters to customize and limit the alerts they receie. For example, a shipper user only wants to receie alerts for delieries to a key customer. A carrier user only wants to receie alerts for shipments being picked up and deliered in certain areas. The shipper administrator can configure thresholds and tolerances that control when Kewill Transport sends alerts. For example, a shipper only wants to receie alerts if the shipment departs from the origin at least four hours after the planned departure. Shippers and carriers can add manual alerts to indiidual shipments, orders, contracts, or inoices. For example, the shipper adds an alert to a shipment to show that the freight requires special handling. Users can subscribe to receie emails when their shipper or carrier adds one of these manual alerts. After shippers and carriers iew an alert and deal with the issue, they can remoe the alert for all users in their organization. Shippers can attach a tracer to a single shipment. A tracer is a special type of alert that a shipper user can attach to an order or shipment in Execution. For example, a shipper can receie an email alert for a tracer when the Shipment Status is changed to Loaded or Ready to Ship. Implementing alerts in Kewill Transport is a two-step process: 1. Shipper and carrier administrators actiate and configure the alerts their organization will receie. 2. Each shipper and carrier user has to subscribe to the alerts the user wants to receie. You can only subscribe to alerts that your administrator has set up for your organization. To subscribe to alerts, open the Eent Management tab of the Execution Options page. 43

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Chapter 8. Reporting Standard Reports Custom Reports The Kewill Transport reporting system can gie you a competitie adantage by allowing you to analyze your complete transportation lifecycle, from contract rates to order and shipment execution, to freight payment and settlement. For example, you can analyze key performance indicators (KPIs) on your shipping data and measure carrier performance. Kewill Transport proides more than 50 standard reports, which help answer common shipping questions. Users can run these reports or schedule the reports to run on a recurring basis. The following reports are examples of reports that shippers and carriers can run: Performance Shippers can analyze the following metrics: On-time departure and deliery Route Guide compliance Carrier arrial status and timeliness Tender performance Financial Shippers can analyze the following metrics: Cost comparisons, grouped by origin and carrier Shipment saings, compared to base rates Freight cost allocation to orders Accessorials, measured as a percentage of the shipment cost Operational Shippers can analyze the following metrics: Optimizer saings Appointments made or changed Dock appointment details Carrier Reports Carriers can run the following reports: Detail Validation Extract Freight Payment Report Shipment Recap Extract Unarried Shipment Detail Extract Shippers can use the Kewill Transport Reporting system to do on-demand analysis of their shipping operations. These custom reports and queries are based on the IBM Cognos reporting system and are also referred to as ad hoc reports. 45

Execution Dashboards The ad hoc queries help you analyze, identify, and diagnose issues and situations in your shipping business. For example: Why are costs for a specific carrier up from a month ago? What is causing delays for pickups and delieries at this location? Does actual shipping performance deiate from plan? If so, by how much? How do on-time deliery percentages compare to the same time last year? Report authors can create queries as required, which allows shippers to perform more extensie analysis and dig deeper into issues than is possible using standard reports. Shippers can use the following features to deelop custom reports: Data marts To support real-time analysis through on-demand queries, the system organizes your shipping information into data marts: Execution Performance: Analyze your carrier performance and find trouble spots in your shipping operations. Cost Performance: Measure key performance indicator (KPI) metrics for your shipping charges Shipment History: Determine whether your load planners and dispatchers are building shipments using the most cost-effectie transportation capacity. Publishing queries and reports Report authors can deelop ad hoc queries and reports and then publish them for their users to access. Cognos Workspace Report authors can use the Cognos Workspace module to create and combine dashboard objects, which receie data from many different data sources. You can create a single workspace that proides a complete analysis of your shipping business. Shippers can use the Execution Dashboards to analyze order, shipment, routing, and purchase order actiity faster than using standard Kewill Transport searches. Dashboards collect your shipping data and display it in logical groups, along with a graphical iew of the data to aid your analysis. 46 Kewill Transport: Oeriew

For further analysis, each dashboard contains links that allow you to drill down to more information: Click on a link to iew the specific orders, shipments, or routes that make up the summarized data you see on the dashboard. Use this information to locate anomalies, diagnose shipping issues, or identify errors. Chapter 8. Reporting 47