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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Load and Delivery Management
1.1
Features of Load and Delivery Management
1.1.1
Trip Building
1.1.2
Gantry Loading
1.1.3
Preload Documents
1.1.4
Load and Delivery
1.1.5
Delivery Documents
1.1.6
Freight Calculation
1.1.7
Reports and Inquiries
1.1.8
Technical Operations
1.1.9
Load and Delivery Constants Setup
1.1.10
Vehicle Setup
1.1.11
Staff Setup
1.1.12
Depot Throughput Capacity Setup
1.1.13
Delivery Document Printing Setup
1.1.14
Freight Calculation Setup
1.1.15
Load and Delivery Transaction Server Setup
1.1.16
Gantry (Load Rack) Setup
1.1.17
System Setup
1.2
System Integration
1.2.1
Integration with Accounting and Distribution Systems
Part I Trip Building
2
Overview to Trip Building
2.1
Objectives
2.2
About Trip Building
3
Review Delivery Capacity
3.1
Reviewing Delivery Capacity
3.1.1
What You Should Know About
3.1.2
Processing Options
4
Create a Trip
4.1
Creating a Trip
4.1.1
Before You Begin
4.2
Adding a Trip
4.2.1
What You Should Know About
4.2.2
Processing Options
4.3
Assigning Sales Orders
4.4
Assigning Product Quantities for a Trip
4.5
Approving a Trip
4.5.1
What You Should Know About
4.6
Assigning the Delivery Sequence
4.6.1
What You Should Know About
4.7
Changing Approved Trips
Part II Preload Documents
5
Work with the Trip Sequence
5.1
Working with the Trip Sequence
5.1.1
Before You Begin
5.2
Reviewing Trip Sequence Information
5.2.1
Processing Options
5.3
Changing Trip Sequence Information
5.3.1
What You Should Know About
5.3.2
Processing Options
5.4
Adding a New Trip to the Sequence
6
Download Selected Trips to the Gantry
6.1
Downloading Selected Trips to the Gantry
6.1.1
What You Should Know About
6.1.2
Processing Options
7
Overview to Preload Documents
7.1
Objectives
7.2
About Preload Documents
Part III Load and Delivery Confirmation
8
Print Preload Documents
8.1
Printing Preload Documents
8.1.1
Before You Begin
8.2
Printing Picking Tickets
8.2.1
Processing Options
8.3
Printing the Trip Worksheet
8.3.1
What You Should Know About
8.3.2
Processing Options
8.4
Printing Loading Notes
8.4.1
Printing Bulk Loading Note by Trip
8.4.2
Processing Options
8.4.3
Printing Bulk Loading Note by Sales Order
8.4.4
Processing Options
8.4.5
Printing Packaged Loading Note by Trip
8.4.6
Processing Options
8.4.7
Printing Packaged Loading Note by Sales Order
8.4.8
Processing Options
9
Overview to Load and Delivery Confirmation
9.1
Objectives
9.2
About Load and Delivery Confirm
9.2.1
Before You Begin
10
Understand Quality Testing
10.1
About Quality Testing
11
Confirm a Load by Trip
11.1
Confirming a Load by Trip
11.1.1
Before You Begin
11.2
Confirming a Bulk Load by Trip
11.2.1
What You Should Know About
11.3
Confirming a Packaged Load by Trip
11.3.1
Before You Begin
11.3.2
What You Should Know About
11.4
Entering Test Results by Trip
11.4.1
Before You Begin
11.4.2
What You Should Know About
11.4.3
Processing Options
12
Confirm Load and Delivery
12.1
Confirming Load and Delivery
12.2
Confirming Load and Delivery by Trip
12.2.1
What You Should Know About
12.2.2
What You Should Know About
12.3
Confirming Load and Delivery by Sales Order
12.3.1
What You Should Know About
12.3.2
What You Should Know About
12.4
Confirming a Credit Order
12.4.1
Processing Options
13
Confirm Delivery
13.1
Confirming Delivery
13.1.1
Before You Begin
13.2
Confirming Batch Delivery
13.2.1
What You Should Know About
13.2.2
What You Should Know About
13.2.3
Processing Options
13.3
Confirming Bulk Delivery
13.3.1
What You Should Know About
13.3.2
Processing Options
13.4
Recording Bulk Disposition
13.4.1
What You Should Know About
13.4.2
What You Should Know About
13.4.3
Processing Options
13.5
Confirming Packaged Delivery
13.5.1
What You Should Know About
13.5.2
What You Should Know About
13.5.3
Processing Options
13.6
Recording Packaged Disposition
13.7
Recording Trip Worksheet Information
13.7.1
Before You Begin
13.7.2
What You Should Know About
13.7.3
Processing Options
14
Enter Aviation and Marine Information
14.1
Entering Aviation and Marine Information
14.1.1
Before You Begin
15
Enter Additional Charges
15.1
Entering Additional Charges
16
Understand Gantry Loading
16.1
About Gantry Loading
16.2
When Can You Use a Gantry Interface?
16.3
How Do You Download Information to the Gantry?
16.4
What Do You Need to Set Up?
16.5
What Is the Gantry Process Flow?
16.6
How Are Download Requests Generated?
17
Download Gantry Information
17.1
Downloading Gantry Information
17.1.1
Before You Begin
17.1.2
Processing Options
Part IV Delivery Documents
18
Overview to Delivery Documents
18.1
Objectives
18.2
About Delivery Documents
18.2.1
What Are the Types of Delivery Documents?
19
Print Delivery Documents
19.1
Printing Delivery Documents
19.1.1
Before You Begin
19.2
Defining Delivery Document Control
19.2.1
What You Should Know About
19.2.2
Processing Options
19.3
Printing Delivery Documents Before Load Confirm
19.3.1
Before You Begin
19.3.2
Processing Options
19.4
Printing Delivery Documents During Load Confirm
19.4.1
Before You Begin
19.4.2
What You Should Know About
19.4.3
What You Should Know About
19.5
Printing Copies of Delivery Documents
19.5.1
What You Should Know About
19.5.2
Processing Options
20
Work with Delivery Document Print Batch
20.1
Working with Delivery Document Print Batch
21
Review the Document Register
21.1
Reviewing the Document Register
21.1.1
Processing Options
Part V Freight Calculation
22
Overview to Freight Calculation
22.1
Objectives
22.2
About Freight Calculation
22.2.1
What Are the Types of Freight Charges?
22.2.2
Before You Begin
23
Calculate Freight Charges
23.1
Calculating Freight Charges
23.1.1
How Does the System Calculate Freight?
23.2
Calculating Customer Freight
23.2.1
Processing Options
23.3
Calculating Supplier Freight
23.3.1
Before You Begin
23.3.2
Processing Options
23.4
Reviewing Freight Charges
23.4.1
Before You Begin
Part VI Reports and Inquiries
24
Overview to Reports and Inquiries
24.1
Objectives
24.2
About Reports and Inquiries
25
Review Transaction Information
25.1
Reviewing Transaction Information
25.2
Reviewing Load and Delivery Order Information
25.2.1
What You Should Know About
25.2.2
Processing Options
25.3
Reviewing Load and Delivery Ledger Information
25.3.1
What You Should Know About
25.3.2
Processing Options
25.4
Reviewing In-Transit Balance by Vehicle
25.4.1
What You Should Know About
25.4.2
Processing Options
25.5
Reviewing In-Transit Balance by Item
25.5.1
What You Should Know About
25.5.2
Processing Options
25.6
Reviewing the In-Transit Inventory Report
25.6.1
Processing Options
25.7
Reviewing the In-Transit Integrity Report
25.7.1
Processing Options
26
Review Gantry Information
26.1
Reviewing Gantry Information
26.2
Reviewing Gantry Load Status
26.2.1
What You Should Know About
26.2.2
Processing Options
26.3
Reviewing Gantry Errors
26.3.1
Processing Options
Part VII Load and Delivery Constants and Vehicle Setup
27
Overview to Load and Delivery Constants Setup
27.1
Objectives
27.2
About Load and Delivery Constants Setup
27.2.1
Before You Begin
28
Set Up Load and Delivery Constants
28.1
Setting Up Load and Delivery Constants
28.1.1
How Does the System Format Compartments?
28.1.2
Example: Compartment Numbers
29
Overview to Vehicle Setup
29.1
Objectives
29.2
About Vehicle Setup
29.2.1
What Products Can a Vehicle Transport?
29.2.2
What Are Planning (Dummy) Vehicles?
30
Set Up the Vehicle Master
30.1
Setting Up the Vehicle Master
30.1.1
Vehicle Master Process Flow
30.1.2
Before You Begin
30.2
Defining a Vehicle
30.2.1
What You Should Know About
30.3
Setting Up Vehicle Compartments
30.3.1
What You Should Know About
30.4
Assigning Vehicle License and Registration
30.4.1
What You Should Know About
30.5
Setting Up Vehicle Equipment
30.6
Assigning Vehicle Staff
30.6.1
What You Should Know About
30.7
Setting Up Vehicle Out-of-Service Dates
30.7.1
What You Should Know About
31
Set Up Connected Vehicles
31.1
Setting Up Connected Vehicles
31.1.1
Before You Begin
31.2
Defining Connected Vehicles
31.2.1
What You Should Know About
31.3
Assigning Connected Vehicle Registration and License
31.3.1
Before You Begin
31.3.2
What You Should Know About
32
Define Prohibited Products
32.1
Defining Prohibited Products
32.1.1
Before You Begin
32.2
Defining Prohibited Product Load Sequences
32.2.1
What You Should Know About
32.2.2
Processing Options
32.3
Defining Prohibited Product Mix
32.3.1
Before You Begin
Part VIII Staff Setup
33
Overview to Staff Setup
33.1
Objectives
33.2
About Staff Setup
33.2.1
Before You Begin
34
Assign Depot Staff
34.1
Assigning Depot Staff
34.1.1
What You Should Know About
35
Assign Staff License Information
35.1
Assigning Staff License Information
Part IX Depot Throughput Capacity Setup
36
Overview to Depot Throughput Capacity Setup
36.1
Objectives
36.2
About Depot Throughput Capacity Setup
37
Set Up Depot Throughput Capacity
37.1
Setting Up Depot Throughput Capacity
37.1.1
Before You Begin
37.1.2
What You Should Know About
Part X Delivery Document Printing Setup
38
Overview to Delivery Document Printing Setup
38.1
Objectives
38.2
About Delivery Document Printing Setup
38.2.1
Process Flow for the Setup of Delivery Documents
39
Set Up Delivery Documents
39.1
Setting Up Delivery Documents
39.2
Defining Document Next Numbers
39.2.1
Before You Begin
39.3
Creating Document Codes
39.3.1
Example: Creating Document Codes
39.3.2
Before You Begin
39.3.3
What You Should Know About
39.4
Creating Document Sets
39.4.1
Before You Begin
39.5
Defining Depot Print Instructions
40
Create Delivery Document Preferences
40.1
Creating Delivery Document Preferences
40.1.1
Before You Begin
40.1.2
What You Should Know About
40.2
Creating Document Set (ECS) Preferences
40.3
Creating Document Distribution (ECS) Preferences
41
Define the Print Subsystem
41.1
Defining the Print Subsystem
41.1.1
Example: Creating a Print Subsystem for Document Print Control
41.1.2
Example: Setting Parameters for Document Print Control
Part XI Freight Calculation Setup
42
Overview to Freight Calculation Setup
42.1
Objectives
42.2
About Freight Calculation Setup
43
Create Freight Tables
43.1
Creating Freight Tables
43.1.1
Example: Using Charge Rates and Quantities
43.1.2
What You Should Know About
43.2
Creating a Zone-Based Freight Table
43.2.1
Before You Begin
43.2.2
Processing Options
43.3
Creating a Distance-Based Freight Table
43.3.1
What You Should Know About
43.3.2
Processing Options
43.4
Creating a Fixed-Fee Freight Table
43.4.1
Processing Options
44
Create Freight (ECS) Preferences
44.1
Creating Freight (ECS) Preferences
44.1.1
What You Should Know About
Part XII Transaction Server Setup
45
Overview to Transaction Server Setup
45.1
Objectives
45.2
About Transaction Server Setup
46
Set Up Transaction Server Report Writers
46.1
Setting Up Transaction Server Report Writers
Part XIII Gantry Setup
47
Overview to Gantry Setup
47.1
Objectives
47.2
About Gantry Setup
48
Define the Gantry Subsystem
48.1
Defining the Gantry Subsystem
49
Set Up Interface Constants
49.1
Setting Up Interface Constants
50
Set Up Gantry Report Writers
50.1
Setting Up Gantry Report Writers
50.1.1
Process Flow for the Gantry Subsystem
50.2
Defining the Download Data Queue Interface
50.3
Defining the Download Control
50.4
Defining the Update Program
Part XIV System Setup
51
Overview to System Setup
51.1
Objectives
51.2
About System Setup for Load and Delivery Management
51.2.1
What Information Do You Need to Set Up?
52
Set Up the Work Day Calendar
52.1
Setting Up the Work Day Calendar
52.1.1
Before You Begin
53
Set Up AAIs for Load and Delivery
53.1
Setting Up AAIs for Load and Delivery
53.1.1
AAIs Used in the ECS Sales Order Management System
53.1.2
Before You Begin
53.1.3
What You Should Know About
54
Understand User Defined Codes for LDM
54.1
About User Defined Codes for LDM
54.2
Setting Up Special Handling Codes for Gantry
Part XV Technical Operations
55
Overview to Technical Operations
55.1
Objectives
55.2
About Technical Operations
56
Purge Trip Records
56.1
Purging Trip Records
56.1.1
Before You Begin
56.1.2
What You Should Know About
56.1.3
Processing Options
57
Work with Trip Status
57.1
Working with Trip Status
57.1.1
Before You Begin
57.2
Reviewing Trip Status
57.3
Changing Trip Status
57.3.1
What You Should Know About
57.3.2
Processing Options
58
Purge Gantry Records
58.1
Purging Gantry Records
58.1.1
Before You Begin
58.1.2
Processing Options
Part XVI Processing Options
59
Trip Building Processing Options
59.1
Resource Load Review (P49260)
59.2
Trip Maintenance (P49350)
59.3
Trip Sequence Inquiry (P49371)
59.4
Trip Sequence Maintenance (P49370)
59.5
Dispatcher Work Bench (P49300)
60
Preload Documents Processing Options
60.1
Picking Ticket - Packaged (P49430)
60.2
Trip Worksheet (P49500)
60.3
Bulk Loading Note (P49400)
60.4
Bulk Loading Note - Orders (P49410)
60.5
Loading Ticket - Packaged (P49440)
60.6
Packaged Loading Note - Non-Trip (P49445)
61
Load and Delivery Confirmation Processing Options
61.1
Test Results - ECS Format (P3711)
61.2
Bulk Load Confirmation - Trip Based (P49510)
61.3
Packaged Load Confirmation (P49530)
61.4
Batch Confirmation - By Trip (P49730)
61.5
Bulk Delivery Confirmation (P49710)
61.6
Bulk Disposition (P49715)
61.7
Package Delivery Confirmation (P49720)
61.8
Trip Sheet Entry (P49760)
61.9
Gantry Batch Download (P49578)
62
Delivery Documents Processing Options
62.1
Delivery Doc Control Process - Load Confirm (P49550)
62.2
Trip Based Delivery Documents (P49548)
62.3
Order Based Delivery Documents (P49549)
62.4
Document Reprint Selection (P49680)
62.5
Document Register Inquiry (P49690)
63
Freight Calculation Processing Options
63.1
Customer Freight Calculator (P49750)
63.2
Supplier Freight Calculator (P49755)
64
Reports and Inquiries Processing Options
64.1
Load & Delivery Inquiry (P49390)
64.2
Load & Delivery Inquiry (P49511)
64.3
In-Transit Balance by Vehicle (P49022)
64.4
In-Transit Balance by Item (P49021)
64.5
In-Transit Inventory Report (P49525)
64.6
In-Transit Integrity Report - Final (P49482)
64.7
Gantry Load Status (P49575)
64.8
Gantry Problem Inquiry (P495791)
65
Vehicle Setup Processing Options
65.1
Prohibited Product Mixing (P49075)
66
Freight Calculation Setup Processing Options
66.1
Zone-Based Freight Table (P49110)
66.2
Distance Based Freight Table (P49120)
66.3
Fixed-Fee Freight Table (P49130)
67
Technical Operations Processing Options
67.1
Trip Purge (P49911)
67.2
Trip Status Maintenance (P49380)
67.3
Gantry Interface File Purge (P49921)
68
OneTime Pricing Options
68.1
One Time Pricing (P49565)
A
Repricing
A.1
Objectives
A.2
About Repricing for Load and Delivery Management
A.3
Setting Up Delivery Level Repricing
A.3.1
How Are Delivery Charges Calculated?
A.3.2
Process Flow for Delivery Level Repricing
A.3.3
What You Should Know About
A.3.4
Processing Options
A.4
Setting Up Date Level Repricing
A.4.1
How Does the System Use the Sales Price Based On Date?
A.4.2
How Can You Reprice Orders?
A.4.3
What You Should Know About
B
Functional Servers
B.1
About Functional Servers
B.1.1
Example: Voucher Processing Functional Server
Index
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