Use Cases for EDI to TMS

From UG

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Revision as of 14:23, 10 August 2010

Business story

July 22

Shipper Mary with Jackel creates 1 new CT record (# 11111) shipping from her NJ warehouse, Gannet Warehouse at 58 Executive Drive in Edison, NJ. She only has 1 pallet ready and would like to get this off of her warehouse dock so her warehouse can continue with their monthly inventory stock report. Now at the same shipper Harry with Princeton Label creates 1 new CT record (# 11145) shipping from his NJ warehouse, Princeton Labels & Packaging Inc at 1226 Route 130 in Robbinsville, NJ. He has about 15 pallets that are ready to ship today and hopes that CEI Roanoke will approve this PO/SKU to ship.

...later that day...

Shipper Ed with Rexam creates 1 new CT record (# 11200) shipping from his CT warehouse, Rexam at 60 Electric Avenue in Thomston, CT and he also has only 1 pallet that is ready to ship'

...even later that day...

At once, 2 separate Arden planners approve these 3 CT records (# 11111, 11145 & 11200) and now Jag operator Susan notices that her TDS dashboard has 3 approved shipments. So she logs into TMS to find that these are already there approved for transportation. Its now 3:45 in the afternoon and she notices that 2 of the 3 are picking up from NJ, while the other is coming from CT. She remembered that Bob at Jewels said he is delivering 12 pallets that came in over the weekend from China to Rexam and thinks to herself, maybe if I tender this to Jewel's, they will accept and be able to pickup after they drop off the import shipment??.

...shortly before quitting time...

Jewels accepts the tender, confirms they'll arrange to collect the 15 pallets after driver 1 unloads the 12 pallets and that he'll pickup the 1 of the 2 NJ shipments in the afternoon on his way back from CT. While driver # 2 will collect the remaining 1 pallet from Gannet Warehouse.

This needs to reflect typical and some exceptional workflows

3 CTs get approved
CT2 sends data to TMS
Jag oper discovers new approved CTs (how?)
a) Jag oper manually processes CT
updates
docs
etc
b) Jag oper uses optimization to handle CT
updates
docs
etc

Use Cases

Use Case 1.

Jaguar Discovers Approved CTs

Figure 1

Jaguar operator logs into CT2 internal application to find 3 new "Approved" CT records on their TDS dashboard.

Jaguar Operator uses TMS

Figure 2

Jaguar operator logs onto the TMS system, goes into the Main Menu, > Activity Summaries > Activity Details to find their are new shipments listed. (These are the same "Approved" CT records that are on their TDS dashboard on the internal app).

Figure 3

Jag operator clicks on the number of new shipments (3) to review for them to decide who they would like to arrange for the pickup.

Figure 4

Jag operator looks at the first CT record # 11111.

Jaguar operator routes via TMS

After Jag operator Susan reviews all NEW records in TMS, she decides to route the pick ups and deliveries using the optimization engine. She will use 1 carrier to pick up all 3 loads by using the pooling method and will arrange for a second carrier to do the delivery.

Optimization Process

Through TMS, Jag operator has two options on how to handle these 3 approved shipments. They can have either TMS route them based upon certain criteria from inside the transportation manager which looks at the carrier contracts against the route guides or they can manually route them by way of building a load.

Jag operator selects trucker

Jag operator tenders the load to Jewels Trucking, TMS transits this information to the pickup truckers system and waits for their acceptance or rejection.

@@ Line 68: / Line 68: @@
 After Jag operator Susan reviews all NEW records in TMS, she decides to route the pick ups and deliveries using the optimization engine.  She will use 1 carrier to pick up all 3 loads by using the pooling method and will arrange for a second carrier to do the delivery.
-==== Use Case 2. ====
 ===== Optimization Process =====
@@ Line 81: / Line 79: @@
 Jag operator tenders the load to Jewels Trucking, TMS transits this information to the pickup truckers system and waits for their acceptance or rejection.
-===== Trucker accepts =====
-) Trucker confirms to TMS that they accept the shipment.
-a) TMS receives this and sends the information back to Jaguar and automatically updates the CT records with the pickup trucking companies name.
-) Trucker updates his system with an estimated pickup date.
-a) Truckers system sends that information to TMS, then TMS sends the information back to Jaguar and automatically updates the CT records with the estimated pickup date.
-===== Trucker Picks up =====
-) Trucker pickups the shipments from each of the shippers (trucking company can use many different drivers to pickup within the tri-state area).
-) Trucker unloads the shipments at his warehouse and places them to the side for another carrier to arrange the delivery and updates his system that they are ready (or on hand) for pickup.
-NOTE: Jaguar will handle 1 of these shipments from the shippers facility to their warehouse ONLY.
-a) Truckers system sends that information to TMS, then TMS sends the information to Jaguar and automatically updates the CT record with the actual pickup date.
-===== Delivery Trucker Picks up =====
-) Delivery trucker now goes in to pick up the shipments, signs a confirmation receipt (which is like a POD) of what he is picking up and gives a copy to the pickup trucker.  Pickup trucker updates their system that the shipments were transferred to the delivery trucker accordingly.
-a) Truckers system sends that information to TMS, then TMS sends the information back to Jaguar and automatically updates the CT records with the estimated & actual delivery dates.
-===== Jewels Delivers local NJ freight =====
-) Pickup trucker takes the signed confirmation receipt, writes the CT# reference on it (CT# must match the CT# that was created by shipper user).
-) Trucker faxes/e-mails the POD to Jaguar.
-) Jaguar operator uploads the POD document into the CT record.