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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
1.3
Business Interface Integration Objects
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
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
3.7.4
Setting Processing Options for the Mode of Transport Constants Program (P49004) (Release 9.1 Update)
3.7.4.1
Versions
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 Processing Options for the Carrier Master Program (P4906) (Release 9.1 Update)
6.2.5.1
Versions
6.2.6
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
Setting Up Routes
8.1
Understanding Routes
8.2
Setting Up Routes
8.2.1
Understanding Route Setup
8.2.2
Understanding Routing Hierarchy
8.2.3
Understanding Routing Entry Setup
8.2.4
Understanding Routing Restriction Setup
8.2.5
Understanding Carrier Zone Setup
8.2.6
Understanding Option and Equipment Rule Setup
8.2.7
Understanding Intermodal Route Setup
8.2.8
Prerequisites
8.2.9
Forms Used to Set Up Routes
8.2.10
Setting Up the Routing Hierarchy
8.2.11
Setting Up Routing Entries
8.2.12
Setting Up Routing Restrictions
8.2.13
Setting Up Carrier Zones
8.2.14
Setting Up Options and Equipment Rules
8.2.15
Setting Up Intermodal Routes
9
Setting Transportation Preferences
9.1
Understanding Transportation Preferences
9.2
Understanding How the System Uses Preferences
9.3
Understanding Preference Fields
9.4
Setting Up the Preference Master and Hierarchy
9.4.1
Understanding the Preferences Master and Hierarchy
9.4.2
Understanding Preference Hierarchy Arrangement
9.4.3
Forms Used to Set Up the Preferences Master and Hierarchy
9.4.4
Setting Up Preference Master Information
9.4.5
Arranging the Preference Hierarchy
9.5
Assigning Customers and Items to Groups
9.5.1
Understanding Customer and Item Group Assignment
9.5.2
Prerequisite
9.5.3
Forms Used to Assign Customers and Items to Groups
9.5.4
Assigning Customers to Groups
9.5.4.1
Customer Group 2
9.5.5
Assigning Items to Groups
9.5.5.1
Item Group 2
9.6
Setting Up Preferences
9.6.1
Understanding Basic Preference Setup
9.6.2
Understanding Custom Preference Types
9.6.2.1
Carrier Preference
9.6.2.2
Customer Freight Preference
9.6.2.3
Document Set Preference
9.6.2.4
Example: Document Set Preference
9.6.2.5
Mode of Transport Preference
9.6.2.6
Options and Equipment Preference
9.6.3
Understanding Advanced Preference Setup
9.6.3.1
Advanced Preference Types
9.6.3.2
Advanced Preference Details
9.6.4
Understanding Advanced Preference Schedule Setup
9.6.5
Understanding Advanced Preference Processing
9.6.5.1
How the System Processes Advanced Preferences
9.6.6
Forms Used to Set Up Preferences
9.6.7
Entering Standard Preference Information
9.6.8
Setting Up Advanced Preferences
9.6.9
Setting Up Advanced Preference Schedules
9.6.10
Setting Up Advanced Preference Details
10
Setting Up Document Control
10.1
Understanding Document Setup
10.2
Setting Up Documents
10.2.1
Understanding Document Setup
10.2.2
Understanding Document Next Number Setup
10.2.3
Understanding Document Printing Program Setup
10.2.4
Understanding Document Sets
10.2.5
Understanding Document Depot Information Setup
10.2.6
Forms Used to Set Up Documents
10.2.7
Setting Up Document Next Numbers
10.2.8
Setting Up Document Printing Programs
10.2.9
Setting Processing Options for Transportation Bill of Lading Build (R49110)
10.2.10
Setting Processing Options for Transportation Bill of Lading (R49115)
10.2.11
Setting Processing Options for Transportation Bill of Lading (R49118)
10.2.12
Setting Processing Options for Loading Note/Load Tender Report (R49120)
10.2.12.1
Load Status
10.2.12.2
Print Options
10.2.12.3
Print Messages
10.2.13
Setting Processing Options for Shipment Document Workfile Build (R49130)
10.2.14
Setting Processing Options for Shipment Manifest Print (R49135) and Master Bill of Lading Print (R49137)
10.2.15
Setting Processing Options for SSCC Label Workfile Build (R49140)
10.2.16
Setting Processing Options for Shipping Document Print - Loads (R49548) and Shipping Document Print - Shipments (R49549)
10.2.17
Setting Up Document Sets
10.2.18
Setting Up Document Depot Information
11
Setting Up Vehicles
11.1
Understanding Vehicle Setup
11.2
Setting Up Vehicle Information
11.2.1
Understanding Vehicle Type Setup
11.2.2
Understanding Vehicle Information Setup
11.2.3
Understanding Vehicle Dimension Setup
11.2.4
Understanding Vehicle Compartment Setup
11.2.5
Understanding Vehicle Equipment Setup
11.2.6
Prerequisite
11.2.7
Forms Used to Set Up Vehicle Information
11.2.8
Setting Up Vehicle Types
11.2.9
Setting Up Vehicle Dimensions
11.2.10
Setting Up Vehicle Compartments
11.2.11
Setting Up Vehicle Equipment
11.3
Setting Up Vehicle Maintenance Information
11.3.1
Understanding Vehicle Maintenance Information Setup
11.3.1.1
Vehicle Master Information Setup
11.3.1.2
Vehicle License Setup
11.3.1.3
Vehicle Out-of-Service Date Setup
11.3.1.4
Connected Vehicle Setup
11.3.2
Forms Used to Set Up Vehicle Maintenance Information
11.3.3
Setting Up Vehicle Master Information
11.3.4
Set Processing Options for Vehicle Master Maintenance (P4930)
11.3.5
Setting Up Vehicle Licenses
11.3.6
Setting Up Vehicle Out-of-Service Dates
11.3.7
Setting Up Connected Vehicles
12
Setting Up Staff
12.1
Understanding Staff Setup
12.1.1
Prerequisites
12.2
Setting Up Depot or Vehicle Staff
12.2.1
Form Used to Set Up Staff
12.2.2
Setting Up Depot or Vehicle Staff
13
Planning Transportation
13.1
Understanding Shipment Information
13.1.1
What Is a Shipment?
13.1.2
What Is a Load?
13.2
Understanding the Transportation Process Flow
13.2.1
Shipment Planning
13.2.2
Load-Building
13.2.3
Approval
13.2.4
Confirmation
13.2.5
Printing Delivery Documents
13.2.6
Delivery Confirmation
13.2.7
Freight Update
13.2.8
Freight Audit
13.3
Planning Transportation Shipments
13.3.1
Understanding Shipment Planning
13.3.1.1
Shipment Revision
13.3.1.2
Shipment Creation During Order Entry
13.3.1.3
Shipment Consolidation
13.3.1.4
Freight Quotes
13.3.1.5
Shipment Revision Information
13.3.1.6
Shipment Pieces
13.3.1.7
Kit Component Processing
13.3.1.8
Shipment Options and Equipment
13.3.1.9
Routing Options
13.3.1.10
Bypass Shipment Rating and Routing
13.3.1.11
Shipment Approval
13.3.1.12
Alternate Tax Rate/Area Assignment in the Shipment/Load Charges Revision Program (Release 9.1 Update)
13.3.2
Prerequisites
13.3.3
Forms Used to Plan Transportation Shipments
13.3.4
Creating Shipments During Order Entry
13.3.5
Selecting Order Lines for Shipment Consolidation
13.3.6
Removing Order Lines from a Consolidated Shipment
13.3.7
Quoting Freight in an Online Invoice
13.3.8
Revising Shipment Information
13.3.9
Defining Shipment Pieces
13.3.10
Assigning Options and Equipment to a Shipment
13.3.11
Reviewing Routing Options
13.3.12
Approving Shipments
13.3.13
Setting Processing Options for Work With Shipments (P4915)
13.3.13.1
Display
13.3.13.2
Process
13.3.13.3
Approval
13.3.13.4
Versions
13.3.13.5
Manual Shipment Consolidation
13.4
Working with Loads
13.4.1
Understanding Loads
13.4.1.1
Load Uses
13.4.1.2
Load Builds
13.4.1.3
Manual Shipment Additions
13.4.1.4
Options and Equipment Assignment
13.4.1.5
Stop Sequence
13.4.1.6
Pooled Shipments
13.4.1.7
Load Review
13.4.1.8
Load Approval
13.4.1.9
Status Change
13.4.1.10
One-Time Rates
13.4.1.11
Delivery Options
13.4.2
Prerequisites
13.4.3
Forms Used to Work With Loads
13.4.4
Defining the Attributes of Loads
13.4.4.1
Vehicle
13.4.4.2
Origins/Destination
13.4.4.3
Additional
13.4.5
Selecting Shipments for Loads
13.4.6
Adding Shipments Manually
13.4.7
Assigning Options and Equipment to a Load
13.4.8
Reviewing the Stop Sequence for a Load
13.4.9
Creating Pooled Shipments
13.4.10
Assigning Shipments on a Load to Compartments
13.4.11
Reviewing Loads
13.4.12
Approving Loads
13.4.13
Changing the Status to Unapprove a Load
13.4.14
Setting Processing Options for Work With Loads (P4960)
13.4.14.1
Defaults
13.4.14.2
Shipment Apprv
13.4.14.3
Versions
13.4.14.4
Process
13.4.15
Working with Tendered Loads
13.4.16
Setting Processing Options for Load Tender History (P4918)
13.4.16.1
Load Status
13.4.16.2
Processing
13.4.17
Spot-Quoting a Load
13.4.18
Deleting a Spot-Quote from a Load
13.5
Working with Deliveries
13.5.1
Understanding Load and Delivery Operations
13.5.1.1
Load and Delivery Process
13.5.1.2
Shipment Confirmation
13.5.1.3
Seal Number Entry
13.5.1.4
Tracking and Reference Numbers Entry
13.5.1.5
In-Transit Inventory
13.5.1.6
Delivery Document Printing
13.5.1.7
Document Register
13.5.1.8
Load Confirmation
13.5.1.9
Delivery Confirmation
13.5.1.10
Unscheduled Deliveries
13.5.1.11
Disposition Recording
13.5.2
Prerequisites
13.5.3
Forms Used to Work With Deliveries
13.5.4
Confirming Shipments Interactively
13.5.5
Entering Seal Numbers at Shipment Confirmation
13.5.6
Adding a Range of Seal Numbers
13.5.7
Setting Processing Options for Transportation Shipment Confirmation (P49645)
13.5.7.1
Process
13.5.7.2
Versions
13.5.8
Confirming Shipments by Batch
13.5.8.1
Taxed Prices
13.5.9
Setting Processing Options for Batch Transportation Shipment Confirmation (R49500)
13.5.9.1
Process
13.5.9.2
Versions
13.5.10
Entering Tracking Numbers
13.5.11
Printing Delivery Documents for a Single Shipment
13.5.12
Printing Delivery Documents for a Single Load
13.5.13
Printing Delivery Documents for Multiple Shipments or Loads
13.5.14
Setting Processing Options for Batch Delivery Documents for Shipments (R49549)
13.5.14.1
Print Control
13.5.15
Setting Processing Options for Batch Delivery Documents for Loads (R49548)
13.5.15.1
Print Control
13.5.16
Reviewing the Document Batch
13.5.17
Setting Processing Options for Document Print - Interactive (P49590)
13.5.17.1
Versions
13.5.17.2
Print Control
13.5.18
Reviewing the Document Register
13.5.19
Recording Proof of Delivery
13.5.20
Confirming Loads
13.5.21
Specifying Codes for Excess Transportation Charges
13.5.22
Setting Processing Options for Transportation Load Confirmation (P49640)
13.5.22.1
Process
13.5.22.2
Agreements
13.5.22.3
Versions
13.5.22.4
Cartons
13.5.23
Working with Seals
13.5.24
Confirming Delivery
13.5.25
Creating Unscheduled Deliveries
13.5.26
Recording Disposition
13.5.27
Reviewing In-Transit Inventory Information by Item
13.5.28
Reviewing the In-Transit Ledger
14
Tracking Shipments
14.1
Understanding Shipment Tracking
14.2
Tracking Shipments
14.3
Reviewing Shipment Status
14.3.1
Forms Used to Review Shipment Status
14.3.2
Reviewing Shipment Status
14.4
Tracking Shipments or Pieces
14.4.1
Understanding Shipment Tracking
14.4.2
Prerequisite
14.4.3
Forms Used to Track Shipments or Pieces
14.4.4
Setting Processing Options for Shipment Tracking (P4947)
14.4.4.1
Display
14.4.4.2
Process
14.4.5
Tracking by Shipment
14.4.6
Tracking by Piece
14.4.7
Recording Shipment Status
14.5
Inquiring on a Shipment Sequencing Sales Order
14.5.1
Form Used for Shipment Sequencing Sales Order Inquiry
14.5.2
Setting Processing Options for Shipment Sequencing Sales Order Inquiry (P49211)
14.5.2.1
Defaults
14.5.2.2
Versions
14.5.3
Inquiring on a Shipment Sequencing Sales Order
15
Updating Freight
15.1
Understanding the Freight Update Process
15.2
Updating Freight Charges
15.2.1
Understanding the Freight Update and Report Program
15.2.1.1
Allocating Freight Costs by Item for Outbound Transactions
15.2.1.2
Allocating Freight Costs by Item for Inbound Transactions
15.2.1.3
Alternate Tax Rate/Area Assignment Functionality in the Freight Update and Report Program (Release 9.1 Update)
15.2.2
Setting Processing Options for Freight Update and Report (R4981)
15.2.2.1
Updates
15.2.2.2
Defaults
15.2.2.3
Process
15.2.2.4
Outbound SOs
15.2.2.5
Loads
15.2.2.6
Versions
15.2.2.7
Print
15.3
Matching Freight Invoices
15.3.1
Understanding Invoice Matching
15.3.2
Prerequisite
15.3.3
Forms Used to Match Freight Invoices
15.3.4
Matching Freight Invoices
15.3.5
Setting Processing Options for Accounts Payable Standard Voucher Entry (P0411)
15.3.5.1
Display
15.3.5.2
Currency
15.3.5.3
Manual Payments
15.3.5.4
Purchasing
15.3.5.5
Voucher Match
15.3.5.6
Multi Company
15.3.5.7
Multi Vouchers
15.3.5.8
Logging
15.3.5.9
Prepayments
15.3.5.10
Versions
15.3.5.11
Process
15.3.5.12
Edits
15.4
Reviewing Freight Update
15.4.1
Understanding Freight Update Options
15.4.2
Forms Used to Review Freight Update
15.4.3
Reviewing the Freight Journal
15.4.4
Reviewing the Freight Payables Journal
15.5
Adjusting the Freight Audit History
15.5.1
Understanding Freight Audit History
15.5.2
Forms Used to Adjust Freight Audit History
15.5.3
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
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