Requirements for EDI to TMS

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(About and See also)
 
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== About and See also ==  
== About and See also ==  
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This is a Analysis / Requirements wiki for EDI to TMS proj
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This is a Analysis / Requirements wiki for EDI to TMS proj Mantis: [http://mantis.jaguarfreight.com/mantis/view.php?id=2183 2183]
=== Related ===
=== Related ===
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== Introduction ==
== Introduction ==
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'''Core Business Need:''' Jaguar needs ability to '''optimize''' truck domestic shipments:
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'''Core Business Need:''' Jaguar needs ability to '''optimize''' truck domestic shipments:  
 +
* create optimal loads and routs (''About Loads and Shipments'' p151, ''Consolidation'' p173 , TM 10.1.3 Users Guide.pdf in mantis http://mantis.jaguarfreight.com/mantis/view.php?id=2183)
 +
** see also http://mantis.jaguarfreight.com/mantis/view.php?id=1920
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* create optimal loads, cost, routs, etc
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Above features are normally present in [[TMS]] software. In addition this kind of system can:
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* automate tariffs, communication with carriers
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* automate tariffs (''Working with Contracts chapter'')
-
 
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* communication with carriers
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Above features are normally present in [[TMS]] software.
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To achieve that it was decided:
To achieve that it was decided:
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To complete phase 1 we need to implement:
To complete phase 1 we need to implement:
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* [[#Vendor evaluation]]
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* [[#Vendor evaluation]] (completed)
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* [[#CT2 and TMS integration]]
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* [[#CT2 and TMS integration]] - arrange data interchange
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* [[#TMS User interaction and workflow]]
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* [[#TMS User interaction and workflow]] - how CT2 (Client and Internal) will be used in conjunction with TMS
=== Vendor evaluation ===
=== Vendor evaluation ===
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* from Lean Logistics
* from Lean Logistics
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=== CT2 and TMS integration ===
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=== CT2 and TMS integration in a nutshell ===
In a nutshell:
In a nutshell:
* (shipment record will be created in CT2 and approved)
* (shipment record will be created in CT2 and approved)
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* '''IP1:''' New CT2 forwarded to TMS through EDI  
+
 
 +
* '''IP1: Shipment Import''' New CT2 forwarded to TMS through EDI  
 +
 
* (in TMS Jag oper will run optimizations and select carrier)
* (in TMS Jag oper will run optimizations and select carrier)
 +
* (TMS sens bids to carriers)
* (TMS sens bids to carriers)
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* '''IP2:''' TMS sends updates to CT2 (Carrier suggested, estim. pick up date, etc)
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* (carrier accepts the bid)
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* '''IP2: Load Plan, code 990''' TMS sends updates to CT2 (Carrier confirmed, etc)
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* '''IP3:''' TMS sends updates to CT2 (Carrier confirmed, etc)
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* (start processing shipments)
* (start processing shipments)
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* '''IP4:''' carrier '''periodically''' submits updates into TMS (example: actual pickup date, etc)
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 +
* '''IP3: Status Message, code 214''' TMS '''periodically''' submits updates into TMS (example: actual pickup date, etc)
 +
 
See Figure below:
See Figure below:
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==== Figure Integration Points ====
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==== Figure Integration Points as defined by Descartes ====
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[[File:Ip lean 1.JPG]]
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[[File:Descartes IPs.JPG]]
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[[File:Ip lean 2.JPG]]
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=== Examples ===
=== Examples ===
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Below are some examples of EDI messages used in Transportation
Below are some examples of EDI messages used in Transportation
Manager.
Manager.
-
* 204 – Load tender message from Transportation Manager to the
 
-
carrier. A load tender is a request to pick up a shipment and move it to
 
-
another location.
 
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* 990 – The carrier’s tender response back to Transportation Manager
 
-
(either a yes for picking up the shipment or no for not picking up the
 
-
shipment).
 
-
* 214 – A status message from the carrier to Transportation Manager
 
-
(e.g., “Delivered”).
 
-
* 210 – An invoice from the carrier to Transportation Manager. The
 
-
invoice will have the cost details of moving the shipment.
 
-
=== User to TMS interaction and workflow ===
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* '''Shipment Import'''
 +
* 204 – Load tender message from Transportation Manager to the carrier. A load tender is a request to pick up a shipment and move it to another location.
 +
* 990 – '''Load Plan''' - The carrier’s tender response back to Transportation Manager (either a yes for picking up the shipment or no for not picking up the shipment).
 +
* 214 – A '''Status message''' from the carrier to Transportation Manager (e.g., “Delivered”).
 +
* 210 – An invoice from the carrier to Transportation Manager. The invoice will have the cost details of moving the shipment.
 +
 
 +
== Business Requirements ==
 +
 
 +
== Integration points ==
 +
 
 +
See following wikis:
 +
 
 +
* [[Shipment Import]]
 +
* [[Load Plan]]
 +
* [[Status Message]]
 +
 
 +
== Data dictionary and mapping ==
 +
 
 +
see [[Data Dictionary for EDI to TMS]]
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This is out of scope of this project. Once TMS vendor is selected and workflow design, link will be provided.
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== History ==
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== IP1 New Order ==
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=== 0002346: [EDI to TMS] Shipper role features ===
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=== Add ===
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==== Fields ====
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=== 0002361: [EDI to TMS] Implement FTP-connection functionality ===
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* ''CT2 object and field:'' [[CT#CT_Num]]
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=== 0002327: [EDI to TMS] (Preliminary) a) proof of concept for ... CT data in the form of XML b) settings in non jag user profile for TMS ===
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* ''Matching Descartes object and field:''
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* This task was replaced by M 2418
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* ''Descartes XML tag/attribute:''
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==== Example xml ====
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=== 0002418: [EDI to TMS] (Client App Admin) (TMS Tab) Add TMS tab with config options ===
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<pre>
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=== 0002361: [EDI to TMS] Implement FTP-connection functionality ===
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<?xml version="1.0" encoding="iso-8859-1"?>
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<ns0:Envelope xmlns:wsa="http://schemas.xmlsoap.org/ws/2004/03/addressing" xmlns:ns0="http://www.w3.org/2003/05/soap-envelope" xmlns:ebi="http://www.myvan.descartes.com/ebi/2004/r1">
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  <ns0:Header>
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    <wsa:From>
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      <wsa:Address>urn:duns:657589457</wsa:Address>
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    </wsa:From>
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    <wsa:To>urn:duns:657589457</wsa:To>
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    <wsa:Action>urn:myvan:856</wsa:Action>
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    <ebi:Sequence>
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      <ebi:MessageNumber>12117</ebi:MessageNumber>
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    </ebi:Sequence>
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    <wsa:MessageID></wsa:MessageID>
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  </ns0:Header>
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  <ns0:Body>
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    <parmDocEnvelope>
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      <DocShipment ShipmentNo="3161007" LoadNo="3161007" MessagePurpose="1005" CarrierCode="RDWY" EarliestAvailDate="2010-03-11T08:00:00" LatestAvailDate="2010-03-11T16:00:00" TotalWgt="98" WgtUOM="200">
+
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        <DSGOriginAddress LocationNo="08081831" StreetName="7725 PARKLAWN AVENUE" City="EDINA" State="MN" PostalCode="55439" Country="US" CompanyName="Company ABC"></DSGOriginAddress>
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        <DSGDestinationAddress LocationNo="" StreetName="95 Paquin Road                WINNIPEG&#xA;" City="MANITOBA" State="MB" PostalCode="R2J 3V9" Country="CA" CompanyName="Consumer Products"></DSGDestinationAddress>
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        <DSGReferenceNumbers RefNoType="SBU Unit" Value="XYZ"></DSGReferenceNumbers>
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        <DSGReferenceNumbers RefNoType="System ID" Value="VSC"></DSGReferenceNumbers>
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        <DSGReferenceNumbers RefNoType="GL Account 1" Value="080807114612010000002001000000000000000000"></DSGReferenceNumbers>
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        <DocShpLineItem ContainerQuantity="1" Description="Goods" TotalLineItemWeight="98" WgtUOM="200" ContainerType="15" LineItemNumber="1"></DocShpLineItem>
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      </DocShipment>
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    </parmDocEnvelope>
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  </ns0:Body>
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</ns0:Envelope>
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</pre>
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=== Update ===
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=== 002493[EDI to TMS] Hide TMS Status on CT record header description for MOT Air&Ocean; if possible pls hide for truck air & truck ocean ===
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=== Delete ===
+
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== IP2 Order Sequencing ==
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=== 0002451: [EDI to TMS] (Client App Admin) (TMS Tab) Changes to accomodate Connecting Production/Demo Environments ===
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== IP3 Carrier Info ==
+
-
== IP4 Load Status ==
+

Current revision as of 20:17, 20 December 2010


Contents

[edit] About and See also

This is a Analysis / Requirements wiki for EDI to TMS proj Mantis: 2183

[edit] Related

See also: Data Dictionary for EDI to TMS

[edit] Glossary

IP - Integration Point

Tendering - Tendering is the process of offering a load to a carrier and efficiently managing their response.

NOTE: Descartes Transportation Manager enables you to communicate with your contracted carriers electronically or manually. You set the communication method for a carrier when you set up your carrier contracts.

See also: p 205 of TM+10.1.3+Users+Guide.pdf

[edit] Introduction

Core Business Need: Jaguar needs ability to optimize truck domestic shipments:

Above features are normally present in TMS software. In addition this kind of system can:

  • automate tariffs (Working with Contracts chapter)
  • communication with carriers

To achieve that it was decided:

  • buy and use existing TMS solution (phase 1)
  • gradually add these features to CT2 (phase 2)

To complete phase 1 we need to implement:

[edit] Vendor evaluation

Currently there are 2 systems we are considering:

  • from Descartes
  • from Lean Logistics

[edit] CT2 and TMS integration in a nutshell

In a nutshell:

  • (shipment record will be created in CT2 and approved)
  • IP1: Shipment Import New CT2 forwarded to TMS through EDI
  • (in TMS Jag oper will run optimizations and select carrier)
  • (TMS sens bids to carriers)
  • IP2: Load Plan, code 990 TMS sends updates to CT2 (Carrier confirmed, etc)
  • (start processing shipments)
  • IP3: Status Message, code 214 TMS periodically submits updates into TMS (example: actual pickup date, etc)


See Figure below:

[edit] Figure Integration Points as defined by Descartes

File:Descartes IPs.JPG

[edit] Examples

Below are some examples of EDI messages used in Transportation Manager.

  • Shipment Import
  • 204 – Load tender message from Transportation Manager to the carrier. A load tender is a request to pick up a shipment and move it to another location.
  • 990 – Load Plan - The carrier’s tender response back to Transportation Manager (either a yes for picking up the shipment or no for not picking up the shipment).
  • 214 – A Status message from the carrier to Transportation Manager (e.g., “Delivered”).
  • 210 – An invoice from the carrier to Transportation Manager. The invoice will have the cost details of moving the shipment.

[edit] Business Requirements

[edit] Integration points

See following wikis:

[edit] Data dictionary and mapping

see Data Dictionary for EDI to TMS

[edit] History

[edit] 0002346: [EDI to TMS] Shipper role features

[edit] 0002361: [EDI to TMS] Implement FTP-connection functionality

[edit] 0002327: [EDI to TMS] (Preliminary) a) proof of concept for ... CT data in the form of XML b) settings in non jag user profile for TMS

  • This task was replaced by M 2418

[edit] 0002418: [EDI to TMS] (Client App Admin) (TMS Tab) Add TMS tab with config options

[edit] 0002361: [EDI to TMS] Implement FTP-connection functionality

[edit] 002493[EDI to TMS] Hide TMS Status on CT record header description for MOT Air&Ocean; if possible pls hide for truck air & truck ocean

[edit] 0002451: [EDI to TMS] (Client App Admin) (TMS Tab) Changes to accomodate Connecting Production/Demo Environments

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