Requirements for EDI to TMS

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Contents

About

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

Intro

Jaguar needs ability to optimize truck domestic shipments:

  • create optimal loads, cost, routs, etc
  • automate tariffs, communication with carriers

Above features are normally present in TMS software.

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:

Vendor evaluation

Currently there are 2 systems we are considering:

  • from Descartes
  • from Lean Logistics

CT2 and TMS integration

In a nutshell:

  • shipment record will be created in CT2 and forwarded to TMS through EDI
  • in TMS Jag oper will run optimizations
  • TMS sens bids to carriers
  • one carrier accepts the bid and start moving shipments
  • carrier submits updates into TMS (example: actual pickup date)
  • update above will be forwarded into CT2 through EDI

Requirements/Design tasks breakdown:

  • analyze documentation provided by TMS vendor
  • identify what CT fields to send to TMS
    • provide mapping (name in CT2 vs name in TMS, for example in CT2 what we call "HU" in TMS might be called "Units")
    • create "DD (data dictionary) wiki"
      • identify and document gaps between type/format of fields in TMS vs EDI
    • identify if we have any fields missing in CT2 that is required for optimization
    • create examples of XML strings that would be used to send (assume we send over FTP):
      • CT info to TMS from CT2
      • updates from TMS to CT2
  • design complete workflow
    • document most typical use cases

Development tasks breakdown:

  • review REQ doc
  • review TMS guide
  • decide on particular technology for EDI (message format, protocol)
  • implement
  • test
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