Use Cases for EDI to TMS

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(Use case 1a. Direct Pickup and delivery (NJ))
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=== Use Cases ===
=== Use Cases ===
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==== Use case 1. Jaguar Discovers Approved CTs ====
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==== Jaguar Discovers Approved CTs ====
===== Figure 1 =====
===== Figure 1 =====
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[[File:Susan's TDS.JPG]]
[[File:Susan's TDS.JPG]]
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==== Jaguar Operator uses TMS ====
===== Figure 2 =====
===== Figure 2 =====
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[[File:TMS Shipment 3.JPG]]
[[File:TMS Shipment 3.JPG]]
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===== Optimization Process =====
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==== 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.
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.
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[[File:TMS Build Loads.JPG]]
[[File:TMS Build Loads.JPG]]
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===== Jag operator selects trucker =====
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==== 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.
Jag operator tenders the load to Jewels Trucking, TMS transits this information to the pickup truckers system and waits for their acceptance or rejection.
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==== Trucker accepts ====
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===== Trucker accepts =====
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1) Trucker confirms to TMS that they accept the shipment. 
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=== Use case 1b. Consol Pick-up and deliver (VA)  ===
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1a) TMS receives this and sends the information back to Jaguar and automatically updates the CT records with the pickup trucking companies name.
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1) Trucking company receives all relevant shipping information (pickup & delivery address, the packaging information - including weight and volume) from TMS.
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1a) Trucker confirms to TMS that they accept the shipment.
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1b) TMS receives this and sends the information back to Jaguar and automatically updates the CT records with the pickup trucking companies name.
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2) Trucker updates his system with an estimated pickup date.
2) Trucker updates his system with an estimated pickup date.
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2a) 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.
2a) 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.
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3) Trucker pickups the shipments from each of the shippers (trucking company can use many different drivers to pickup within the tri-state area).
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==== Trucker Picks up ====
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4) 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.
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NOTE: Jaguar handles these shipments from the shipper's to the warehouse ONLY.
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4a) 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.
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5) 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.
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1) Trucker pickups the shipments from each of the shippers (trucking company can use many different drivers to pickup within the tri-state area).
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5a) 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.
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2) 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.
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6) Pickup trucker takes the signed confirmation receipt, writes the CT# reference on it (CT# must match the CT# that was created by shipper user).
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NOTE: Jaguar handles 1 of these shipments from the shippers facility to their warehouse ONLY.
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7) Trucker faxes/e-mails the POD to Jaguar.
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2a) 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.
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8) Jaguar operator uploads the POD document into the CT record.
 
== Use case ==
== Use case ==
== Figures ==
== Figures ==

Revision as of 20:32, 26 July 2010


Contents

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...

2 separate Arden planners approve these 3 CT records at the same time (# 11111, 11145 & 11200) and now Jag operator Susan checks her TDS dashboard to find these 3 approved shipments

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

Jaguar Discovers Approved CTs

Figure 1

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

File:Susan's TDS.JPG

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).

File:Activity Details Page n1.JPG

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.

File:TMS Shipment list.JPG

Figure 4

Jag operator looks at the first CT record # 11111.

File:TMS Shipment 1.JPG

Figure 6

Jag operator looks at the second CT record 11145.

File:TMS Shipment 2.JPG

Figure 7

Jag operator looks at the third CT record 11200.

File:TMS Shipment 3.JPG

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.

File:TMS Build Loads.JPG

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.

Trucker accepts

1) Trucker confirms to TMS that they accept the shipment.

1a) TMS receives this and sends the information back to Jaguar and automatically updates the CT records with the pickup trucking companies name.

2) Trucker updates his system with an estimated pickup date.

2a) 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

1) Trucker pickups the shipments from each of the shippers (trucking company can use many different drivers to pickup within the tri-state area).

2) 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 handles 1 of these shipments from the shippers facility to their warehouse ONLY.

2a) 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.


Use case

Figures

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