UG:Trendset USER GUIDE

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(Business Process Section)
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The operator groups all of the CT's listed on the email and updates all records in the group with the import ref #.   
The operator groups all of the CT's listed on the email and updates all records in the group with the import ref #.   
-
  Since Trendset is currently only being used for EA Dom Portal trucking shipments, this reference number will begin with DO (Domestic Order)and is assigned according to a manual list that is kept   sequential order
+
  Since Trendset is currently only being used for EA Dom Portal trucking shipments,
 +
this reference number will begin with DO (Domestic Order)
 +
and is assigned according to a manual list that is kept sequential order

Revision as of 20:25, 5 January 2012


Contents

History

See Also

Intro

Trendset is a third party freight audit and bill payment company currently being utilized by Elizabeth Arden.

CT2 now has new functionality that provides the ability for us to electronically transmit our invoices to trendset via EDI.

At this time, Trendset is set up only for EA trucking domestic shipments that are routed through the TMS and handled by Jewels Transport.

Admin Section

Admin Location

Trendset is controlled in the admin section of CT.

Admin -> Acc -> Trendset

File:Trendset admin location.JPG

Setting Admin Conditions

Filters that can be set in the admin section:

File:Trendset admin set up top half.JPG

1. E0. Client Company: This is a multi-select option to filter records with specific client companies. Right now this should be set to EA Dom Portal only.

2. Export Pickup Trucker: This is also a multi-select option to filter records by specific truckers. Right now this should only be set to Jewels transportation.

3. Bill to: Drop down to select the invoice bill to party. Right now this should be set to Elizabeth Arden (Roanoke) – Roanoke.

4. Bill to Address: This is read only and should reflect the address of the selected bill to party.

5. Connection: This is drop down option indicates to Trendset if the information being transmitted is test information or real (production) information. This was set up because Trendset does not have a test environment.

6. Accept Trendset Updates: When checked it enables the system to accept updates from Trendset.

7. Trendset updates frequency in seconds: This tells the system how often to check for the updates from Trendset.

File:Trendset admin set up bottom half.JPG

8. Reset Trendset updates: This is an emergency button that will recheck the server for incoming messages. This button should only be used if our system stops processing incoming messages, this does not apply to outgoing messages.

9. Send to server: This is the address where our system should transmit the information to.

10. Receive to server: This is the address where our system should get to retrieve updates from.

11. Email Notification: This is a multi-select option that indicates which operators should receive notifications from Trendset.

12. Notify when invoice failed: When this check box is checked the operators selected to receive updates will receive an email that the transmission has failed.

13. Notify when invoice accepted: When this check box is checked the operators selected to receive updates will receive an email that the transmission has been accepted.

14. Save button to save the information entered.

Business Process Section

Operator begins when they receive an EOD (End of day) or POD (Proof of delivery) manifest from the trucker - Jewels for the previous days deliveries.

File:Example EOD.JPG

The operator will double check the manifest against TMS & make any corrections required to either one (the manifest or the TMS system). Then the operator will update the CT records to reflect this information. Once all is updated and approved, they will send the approval back to Jewels and Jewels will send an email reply again listing all of the CT records that should be included on the Trendset spreadsheet.

File:Jewels email example.JPG


The operator groups all of the CT's listed on the email and updates all records in the group with the import ref #.

Since Trendset is currently only being used for EA Dom Portal trucking shipments,
this reference number will begin with DO (Domestic Order)
and is assigned according to a manual list that is kept sequential order
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