Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• JD Edwards EnterpriseOne Products
• JD Edwards EnterpriseOne Application Fundamentals
• Documentation Accessibility
• Related Documents
• Conventions and Screen Images

1 Introduction to JD Edwards EnterpriseOne Transportation Management

• 1.1 JD Edwards EnterpriseOne Transportation Management Overview
• 1.2 JD Edwards EnterpriseOne Transportation Management Implementation
  • 1.2.1 Global Implementation Steps
  • 1.2.2 Transportation Management Implementation Steps

2 Understanding the JD Edwards EnterpriseOne Transportation Management System

• 2.1 The JD Edwards EnterpriseOne Transportation Management System
• 2.2 System Integration
  • 2.2.1 JD Edwards EnterpriseOne General Accounting
  • 2.2.2 JD Edwards EnterpriseOne Address Book
  • 2.2.3 JD Edwards EnterpriseOne Sales Order Management
  • 2.2.4 JD Edwards EnterpriseOne Inventory Management
  • 2.2.5 JD Edwards EnterpriseOne Procurement
  • 2.2.6 JD Edwards EnterpriseOne Quality Management
  • 2.2.7 JD Edwards EnterpriseOne Warehouse Management
• 2.3 Features of JD Edwards EnterpriseOne Transportation Management System
• 2.4 Terms and Concepts
• 2.5 Tables

3 Setting Up the System

• 3.1 Understanding Transportation Management
  • 3.1.1 Transportation Management
  • 3.1.2 Hub Setup
  • 3.1.3 User-Defined Codes
• 3.2 Activating Transportation Management
  • 3.2.1 Understanding Transportation Management Activation
  • 3.2.2 Forms Used to Activate Transportation Management
  • 3.2.3 Activating Transportation Management
• 3.3 Setting Up Automatic Accounting Instructions
  • 3.3.1 Understanding Automatic Accounting Instructions
  • 3.3.2 Forms Used to Set Up Automatic Accounting Instructions
  • 3.3.3 Setting Up Automatic Accounting Instructions
• 3.4 Setting Up the Workday Calendars
  • 3.4.1 Understanding Workday Calendars
  • 3.4.2 Forms Used to Set Up the Workday Calendars
  • 3.4.3 Adding Workday Calendars
  • 3.4.4 Changing Workday Defaults
  • 3.4.5 Copying Workday Calendars
  • 3.4.6 Setting Processing Options for Workday Calendar (P00071)
    • 3.4.6.1 Interop
• 3.5 Setting Up Transportation Constants
  • 3.5.1 Understanding Transportation Constants
  • 3.5.2 Forms Used to Set Up Transportation Constants
  • 3.5.3 Setting Up Transportation Constants
    • 3.5.3.1 UOM Defaults/Status Code
• 3.6 Setting Up Load Constants
  • 3.6.1 Understanding Load Constants
  • 3.6.2 Understanding Load Types
  • 3.6.3 Forms Used to Set Up Load Constants
  • 3.6.4 Setting Up Load Types
  • 3.6.5 Setting Up Load Next Numbers
• 3.7 Setting Up Mode of Transport Constants
  • 3.7.1 Understanding Mode of Transport Constants
  • 3.7.2 Forms Used to Set Up Mode of Transport Constants
  • 3.7.3 Setting Up Mode of Transport Constants

4 Setting Up Items

• 4.1 Understanding Item Setup
• 4.2 Setting Up Incompatible Items
  • 4.2.1 Understanding Incompatible Item Setup
  • 4.2.2 Prerequisite
  • 4.2.3 Form Used to Set Up Incompatible Items
  • 4.2.4 Setting Up Incompatible Items
• 4.3 Setting Up Item Shipping Information
  • 4.3.1 Understanding Item Shipping Information Setup
  • 4.3.2 Prerequisite
  • 4.3.3 Form Used to Set Up Item Shipping Information
  • 4.3.4 Setting Up Item Shipping Information
  • 4.3.5 Setting Processing Options for Item Master (P4101)
    • 4.3.5.1 Defaults
    • 4.3.5.2 Process
    • 4.3.5.3 Workflow
    • 4.3.5.4 Global Update
    • 4.3.5.5 Versions
    • 4.3.5.6 Interop

5 Setting Up Shipment Tracking Numbers

• 5.1 Understanding Shipment Tracking Numbers
• 5.2 Setting Up Shipment Tracking Numbers
  • 5.2.1 Understanding Shipment Tracking Number Setup
  • 5.2.2 Forms Used to Set Up Shipment Tracking Numbers
  • 5.2.3 Defining Tracking Number Segments
  • 5.2.4 Defining Next Numbers for Tracking Number Segments
  • 5.2.5 Defining Separators

6 Setting Up Carriers

• 6.1 Understanding Carrier Setup
  • 6.1.1 Prerequisite
• 6.2 Setting Up Carriers
  • 6.2.1 Understanding Carrier Master Information Setup
  • 6.2.2 Understanding License and Registration Information Setup
  • 6.2.3 Forms Used to Set Up Carriers
  • 6.2.4 Setting Up Carrier Master Information
  • 6.2.5 Setting Up License and Registration Information

7 Setting Up Rates

• 7.1 Understanding Rate Setup
  • 7.1.1 Prerequisite
  • 7.1.2 Rates
  • 7.1.3 Rate Setup
  • 7.1.4 Rate Types
  • 7.1.5 Rate Levels
• 7.2 Setting Up Charge Codes
  • 7.2.1 Understanding Charge Code Setup
  • 7.2.2 Form Used to Set Up Charge Codes
  • 7.2.3 Setting Up Charge Codes
• 7.3 Setting Up Rate Definitions
  • 7.3.1 Understanding Rate Definitions
  • 7.3.2 Forms Used to Set Up Rate Definitions
  • 7.3.3 Setting Up a Rate Definition
  • 7.3.4 Defining Additional Rate Information
• 7.4 Setting Up Lookup Types
  • 7.4.1 Understanding Lookup Type Setup
  • 7.4.2 Forms Used to Set Up Lookup Types
  • 7.4.3 Setting Up Look-Up Types
• 7.5 Setting Up Rate Tables
  • 7.5.1 Understanding Rate Table Setup
  • 7.5.2 Form Used to Set Up Rate Tables
  • 7.5.3 Setting Up Rate Tables
• 7.6 Setting Up Accessorial Charges
  • 7.6.1 Understanding Accessorial Charges
  • 7.6.2 Form Used to Set Up Accessorial Charges
  • 7.6.3 Setting Up Accessorial Charges
• 7.7 Setting Up Rate Parameters
  • 7.7.1 Understanding Rate Parameters
  • 7.7.2 Prerequisite
  • 7.7.3 Form Used to Set Up Rate Parameters
  • 7.7.4 Setting Up Rate Parameters
• 7.8 Setting Up Rate Schedules
  • 7.8.1 Understanding Rate Schedules
  • 7.8.2 Prerequisite
  • 7.8.3 Form Used to Set Up Rate Schedules
  • 7.8.4 Setting Up Rate Schedules
• 7.9 Updating Rates
  • 7.9.1 Understanding Rate Updates
  • 7.9.2 Updating Multiple Rates
  • 7.9.3 Setting Processing Options for Batch Rate Update (R4972)
  • 7.9.4 Updating Rates in Routes
  • 7.9.5 Setting Processing Options for Batch Routing Rate Update (R4950)

8 Integrating to RateWare® XL

• 8.1 Understanding RateWare® XL
• 8.2 Setting Up Integration to RateWare® XL
  • 8.2.1 Understanding Web Services (WSC) Callout
  • 8.2.2 RateWare XL Processor Business Service (J4900010)
    • 8.2.2.1 Setup Considerations
  • 8.2.3 Forms Used to Set Up Integration to RateWare® XL
  • 8.2.4 Setting Up Soft Coding Templates
  • 8.2.5 Setting Up Web Service Soft Coding Records
  • 8.2.6 Setting Up Rate Definition to Work With RateWare® XL
  • 8.2.7 Setting Up RateWare XL Rate Constants
    • 8.2.7.1 Discounts Tab
    • 8.2.7.2 Surcharge Tab

9 Setting Up Routes

• 9.1 Understanding Routes
• 9.2 Setting Up Routes
  • 9.2.1 Understanding Route Setup
  • 9.2.2 Understanding Routing Hierarchy
  • 9.2.3 Understanding Routing Entry Setup
  • 9.2.4 Understanding Routing Restriction Setup
  • 9.2.5 Understanding Carrier Zone Setup
  • 9.2.6 Understanding Option and Equipment Rule Setup
  • 9.2.7 Understanding Intermodal Route Setup
  • 9.2.8 Prerequisites
  • 9.2.9 Forms Used to Set Up Routes
  • 9.2.10 Setting Up the Routing Hierarchy
  • 9.2.11 Setting Up Routing Entries
  • 9.2.12 Setting Up Routing Restrictions
  • 9.2.13 Setting Up Carrier Zones
  • 9.2.14 Setting Up Options and Equipment Rules
  • 9.2.15 Setting Up Intermodal Routes

10 Setting Transportation Preferences

• 10.1 Understanding Transportation Preferences
• 10.2 Understanding How the System Uses Preferences
• 10.3 Understanding Preference Fields
• 10.4 Setting Up the Preference Master and Hierarchy
  • 10.4.1 Understanding the Preferences Master and Hierarchy
  • 10.4.2 Understanding Preference Hierarchy Arrangement
  • 10.4.3 Forms Used to Set Up the Preferences Master and Hierarchy
  • 10.4.4 Setting Up Preference Master Information
  • 10.4.5 Arranging the Preference Hierarchy
• 10.5 Assigning Customers and Items to Groups
  • 10.5.1 Understanding Customer and Item Group Assignment
  • 10.5.2 Prerequisite
  • 10.5.3 Forms Used to Assign Customers and Items to Groups
  • 10.5.4 Assigning Customers to Groups
    • 10.5.4.1 Customer Group 2
  • 10.5.5 Assigning Items to Groups
    • 10.5.5.1 Item Group 2
• 10.6 Setting Up Preferences
  • 10.6.1 Understanding Basic Preference Setup
  • 10.6.2 Understanding Custom Preference Types
    • 10.6.2.1 Carrier Preference
    • 10.6.2.2 Customer Freight Preference
    • 10.6.2.3 Document Set Preference
    • 10.6.2.4 Example: Document Set Preference
    • 10.6.2.5 Mode of Transport Preference
    • 10.6.2.6 Options and Equipment Preference
  • 10.6.3 Understanding Advanced Preference Setup
    • 10.6.3.1 Advanced Preference Types
    • 10.6.3.2 Advanced Preference Details
  • 10.6.4 Understanding Advanced Preference Schedule Setup
  • 10.6.5 Understanding Advanced Preference Processing
    • 10.6.5.1 How the System Processes Advanced Preferences
  • 10.6.6 Forms Used to Set Up Preferences
  • 10.6.7 Entering Standard Preference Information
  • 10.6.8 Setting Up Advanced Preferences
  • 10.6.9 Setting Up Advanced Preference Schedules
  • 10.6.10 Setting Up Advanced Preference Details

11 Setting Up Document Control

• 11.1 Understanding Document Setup
• 11.2 Setting Up Documents
  • 11.2.1 Understanding Document Setup
  • 11.2.2 Understanding Document Next Number Setup
  • 11.2.3 Understanding Document Printing Program Setup
  • 11.2.4 Understanding Document Sets
  • 11.2.5 Understanding Document Depot Information Setup
  • 11.2.6 Forms Used to Set Up Documents
  • 11.2.7 Setting Up Document Next Numbers
  • 11.2.8 Setting Up Document Printing Programs
  • 11.2.9 Setting Processing Options for Transportation Bill of Lading Build (R49110)
  • 11.2.10 Setting Processing Options for Transportation Bill of Lading (R49115)
  • 11.2.11 Setting Processing Options for Transportation Bill of Lading (R49118)
  • 11.2.12 Setting Processing Options for Loading Note/Load Tender Report (R49120)
    • 11.2.12.1 Load Status
    • 11.2.12.2 Print Options
    • 11.2.12.3 Print Messages
  • 11.2.13 Setting Processing Options for Shipment Document Workfile Build (R49130)
  • 11.2.14 Setting Processing Options for Shipment Manifest Print (R49135) and Master Bill of Lading Print (R49137)
  • 11.2.15 Setting Processing Options for SSCC Label Workfile Build (R49140)
  • 11.2.16 Setting Processing Options for Shipping Document Print - Loads (R49548) and Shipping Document Print - Shipments (R49549)
  • 11.2.17 Setting Up Document Sets
  • 11.2.18 Setting Up Document Depot Information

12 Setting Up Vehicles

• 12.1 Understanding Vehicle Setup
• 12.2 Setting Up Vehicle Information
  • 12.2.1 Understanding Vehicle Type Setup
  • 12.2.2 Understanding Vehicle Information Setup
  • 12.2.3 Understanding Vehicle Dimension Setup
  • 12.2.4 Understanding Vehicle Compartment Setup
  • 12.2.5 Understanding Vehicle Equipment Setup
  • 12.2.6 Prerequisite
  • 12.2.7 Forms Used to Set Up Vehicle Information
  • 12.2.8 Setting Up Vehicle Types
  • 12.2.9 Setting Up Vehicle Dimensions
  • 12.2.10 Setting Up Vehicle Compartments
  • 12.2.11 Setting Up Vehicle Equipment
• 12.3 Setting Up Vehicle Maintenance Information
  • 12.3.1 Understanding Vehicle Maintenance Information Setup
    • 12.3.1.1 Vehicle Master Information Setup
    • 12.3.1.2 Vehicle License Setup
    • 12.3.1.3 Vehicle Out-of-Service Date Setup
    • 12.3.1.4 Connected Vehicle Setup
  • 12.3.2 Forms Used to Set Up Vehicle Maintenance Information
  • 12.3.3 Setting Up Vehicle Master Information
  • 12.3.4 Set Processing Options for Vehicle Master Maintenance (P4930)
  • 12.3.5 Setting Up Vehicle Licenses
  • 12.3.6 Setting Up Vehicle Out-of-Service Dates
  • 12.3.7 Setting Up Connected Vehicles

13 Setting Up Staff

• 13.1 Understanding Staff Setup
  • 13.1.1 Prerequisites
• 13.2 Setting Up Depot or Vehicle Staff
  • 13.2.1 Form Used to Set Up Staff
  • 13.2.2 Setting Up Depot or Vehicle Staff

14 Planning Transportation

• 14.1 Understanding Shipment Information
  • 14.1.1 What Is a Shipment?
  • 14.1.2 What Is a Load?
• 14.2 Understanding the Transportation Process Flow
  • 14.2.1 Shipment Planning
  • 14.2.2 Load-Building
  • 14.2.3 Approval
  • 14.2.4 Confirmation
  • 14.2.5 Printing Delivery Documents
  • 14.2.6 Delivery Confirmation
  • 14.2.7 Freight Update
  • 14.2.8 Freight Audit
• 14.3 Planning Transportation Shipments
  • 14.3.1 Understanding Shipment Planning
    • 14.3.1.1 Shipment Revision
    • 14.3.1.2 Shipment Creation During Order Entry
    • 14.3.1.3 Shipment Consolidation
    • 14.3.1.4 Freight Quotes
    • 14.3.1.5 Shipment Revision Information
    • 14.3.1.6 Shipment Pieces
    • 14.3.1.7 Kit Component Processing
    • 14.3.1.8 Shipment Options and Equipment
    • 14.3.1.9 Routing Options
    • 14.3.1.10 Bypass Shipment Rating and Routing
    • 14.3.1.11 Shipment Approval
  • 14.3.2 Prerequisites
  • 14.3.3 Forms Used to Plan Transportation Shipments
  • 14.3.4 Creating Shipments During Order Entry
  • 14.3.5 Selecting Order Lines for Shipment Consolidation
  • 14.3.6 Removing Order Lines from a Consolidated Shipment
  • 14.3.7 Quoting Freight in an Online Invoice
  • 14.3.8 Revising Shipment Information
  • 14.3.9 Defining Shipment Pieces
  • 14.3.10 Assigning Options and Equipment to a Shipment
  • 14.3.11 Reviewing Routing Options
  • 14.3.12 Approving Shipments
  • 14.3.13 Setting Processing Options for Work With Shipments (P4915)
    • 14.3.13.1 Display
    • 14.3.13.2 Process
    • 14.3.13.3 Approval
    • 14.3.13.4 Versions
    • 14.3.13.5 Manual Shipment Consolidation
• 14.4 Working with Loads
  • 14.4.1 Understanding Loads
    • 14.4.1.1 Load Uses
    • 14.4.1.2 Load Builds
    • 14.4.1.3 Manual Shipment Additions
    • 14.4.1.4 Options and Equipment Assignment
    • 14.4.1.5 Stop Sequence
    • 14.4.1.6 Pooled Shipments
    • 14.4.1.7 Load Review
    • 14.4.1.8 Load Approval
    • 14.4.1.9 Status Change
    • 14.4.1.10 One-Time Rates
    • 14.4.1.11 Delivery Options
  • 14.4.2 Prerequisites
  • 14.4.3 Forms Used to Work With Loads
  • 14.4.4 Defining the Attributes of Loads
    • 14.4.4.1 Vehicle
    • 14.4.4.2 Origins/Destination
    • 14.4.4.3 Additional
  • 14.4.5 Selecting Shipments for Loads
  • 14.4.6 Adding Shipments Manually
  • 14.4.7 Assigning Options and Equipment to a Load
  • 14.4.8 Reviewing the Stop Sequence for a Load
  • 14.4.9 Creating Pooled Shipments
  • 14.4.10 Assigning Shipments on a Load to Compartments
  • 14.4.11 Reviewing Loads
  • 14.4.12 Approving Loads
  • 14.4.13 Changing the Status to Unapprove a Load
  • 14.4.14 Setting Processing Options for Work With Loads (P4960)
    • 14.4.14.1 Defaults
    • 14.4.14.2 Shipment Apprv
    • 14.4.14.3 Versions
    • 14.4.14.4 Process
  • 14.4.15 Working with Tendered Loads
  • 14.4.16 Setting Processing Options for Load Tender History (P4918)
    • 14.4.16.1 Load Status
    • 14.4.16.2 Processing
  • 14.4.17 Spot-Quoting a Load
  • 14.4.18 Deleting a Spot-Quote from a Load
• 14.5 Working with Deliveries
  • 14.5.1 Understanding Load and Delivery Operations
    • 14.5.1.1 Load and Delivery Process
    • 14.5.1.2 Shipment Confirmation
    • 14.5.1.3 Seal Number Entry
    • 14.5.1.4 Tracking and Reference Numbers Entry
    • 14.5.1.5 In-Transit Inventory
    • 14.5.1.6 Delivery Document Printing
    • 14.5.1.7 Document Register
    • 14.5.1.8 Load Confirmation
    • 14.5.1.9 Delivery Confirmation
    • 14.5.1.10 Unscheduled Deliveries
    • 14.5.1.11 Disposition Recording
  • 14.5.2 Prerequisites
  • 14.5.3 Forms Used to Work With Deliveries
  • 14.5.4 Confirming Shipments Interactively
  • 14.5.5 Entering Seal Numbers at Shipment Confirmation
  • 14.5.6 Adding a Range of Seal Numbers
  • 14.5.7 Setting Processing Options for Transportation Shipment Confirmation (P49645)
    • 14.5.7.1 Process
    • 14.5.7.2 Versions
  • 14.5.8 Confirming Shipments by Batch
    • 14.5.8.1 Taxed Prices
  • 14.5.9 Setting Processing Options for Batch Transportation Shipment Confirmation (R49500)
    • 14.5.9.1 Process
    • 14.5.9.2 Versions
  • 14.5.10 Entering Tracking Numbers
  • 14.5.11 Printing Delivery Documents for a Single Shipment
  • 14.5.12 Printing Delivery Documents for a Single Load
  • 14.5.13 Printing Delivery Documents for Multiple Shipments or Loads
  • 14.5.14 Setting Processing Options for Batch Delivery Documents for Shipments (R49549)
    • 14.5.14.1 Print Control
  • 14.5.15 Setting Processing Options for Batch Delivery Documents for Loads (R49548)
    • 14.5.15.1 Print Control
  • 14.5.16 Reviewing the Document Batch
  • 14.5.17 Setting Processing Options for Document Print - Interactive (P49590)
    • 14.5.17.1 Versions
    • 14.5.17.2 Print Control
  • 14.5.18 Reviewing the Document Register
  • 14.5.19 Recording Proof of Delivery
  • 14.5.20 Confirming Loads
  • 14.5.21 Specifying Codes for Excess Transportation Charges
  • 14.5.22 Setting Processing Options for Transportation Load Confirmation (P49640)
    • 14.5.22.1 Process
    • 14.5.22.2 Agreements
    • 14.5.22.3 Versions
    • 14.5.22.4 Cartons
  • 14.5.23 Working with Seals
  • 14.5.24 Confirming Delivery
  • 14.5.25 Creating Unscheduled Deliveries
  • 14.5.26 Recording Disposition
  • 14.5.27 Reviewing In-Transit Inventory Information by Item
  • 14.5.28 Reviewing the In-Transit Ledger

15 Tracking Shipments

• 15.1 Understanding Shipment Tracking
• 15.2 Tracking Shipments
• 15.3 Reviewing Shipment Status
  • 15.3.1 Forms Used to Review Shipment Status
  • 15.3.2 Reviewing Shipment Status
• 15.4 Tracking Shipments or Pieces
  • 15.4.1 Understanding Shipment Tracking
  • 15.4.2 Prerequisite
  • 15.4.3 Forms Used to Track Shipments or Pieces
  • 15.4.4 Setting Processing Options for Shipment Tracking (P4947)
    • 15.4.4.1 Display
    • 15.4.4.2 Process
  • 15.4.5 Tracking by Shipment
  • 15.4.6 Tracking by Piece
  • 15.4.7 Recording Shipment Status
• 15.5 Inquiring on a Shipment Sequencing Sales Order
  • 15.5.1 Form Used for Shipment Sequencing Sales Order Inquiry
  • 15.5.2 Setting Processing Options for Shipment Sequencing Sales Order Inquiry (P49211)
    • 15.5.2.1 Defaults
    • 15.5.2.2 Versions
  • 15.5.3 Inquiring on a Shipment Sequencing Sales Order

16 Updating Freight

• 16.1 Understanding the Freight Update Process
• 16.2 Updating Freight Charges
  • 16.2.1 Understanding the Freight Update and Report Program
    • 16.2.1.1 Allocating Freight Costs by Item for Outbound Transactions
    • 16.2.1.2 Allocating Freight Costs by Item for Inbound Transactions
  • 16.2.2 Setting Processing Options for Freight Update and Report (R4981)
    • 16.2.2.1 Updates
    • 16.2.2.2 Defaults
    • 16.2.2.3 Process
    • 16.2.2.4 Outbound SOs
    • 16.2.2.5 Loads
    • 16.2.2.6 Versions
    • 16.2.2.7 Print
• 16.3 Matching Freight Invoices
  • 16.3.1 Understanding Invoice Matching
  • 16.3.2 Prerequisite
  • 16.3.3 Forms Used to Match Freight Invoices
  • 16.3.4 Matching Freight Invoices
  • 16.3.5 Setting Processing Options for Accounts Payable Standard Voucher Entry (P0411)
    • 16.3.5.1 Display
    • 16.3.5.2 Currency
    • 16.3.5.3 Manual Payments
    • 16.3.5.4 Purchasing
    • 16.3.5.5 Voucher Match
    • 16.3.5.6 Multi Company
    • 16.3.5.7 Multi Vouchers
    • 16.3.5.8 Logging
    • 16.3.5.9 Prepayments
    • 16.3.5.10 Versions
    • 16.3.5.11 Process
    • 16.3.5.12 Edits
• 16.4 Reviewing Freight Update
  • 16.4.1 Understanding Freight Update Options
  • 16.4.2 Forms Used to Review Freight Update
  • 16.4.3 Reviewing the Freight Journal
  • 16.4.4 Reviewing the Freight Payables Journal
• 16.5 Adjusting the Freight Audit History
  • 16.5.1 Understanding Freight Audit History
  • 16.5.2 Forms Used to Adjust Freight Audit History
  • 16.5.3 Adjusting Freight Audit History

A Delivered Workflow for JD Edwards EnterpriseOne Transportation Management

• A.1 Delivered Workflow for JD Edwards EnterpriseOne Transportation Management
  • A.1.1 ASN Tracking
    • A.1.1.1 Description
    • A.1.1.2 Workflow Objects

Glossary

Index