60 UX One Role: Shipping Supervisor

This chapter discusses:

60.1 Understanding the Shipping Supervisor UX One Role

The Shipping Supervisor role, and the associated UX One page and components, enable users to quickly and easily access the information that they need to improve transportation planning.

The Shipping Supervisor pages enable users to receive important alerts, analyze data, and act on the information they see.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Section 1.1, "Understanding UX One Roles"

60.2 Prerequisites

Before using the Shipping Supervisor role (TMSUPJDE), and the components listed in this documentation, your system administrator must complete the steps to associate the user ID with the TMSUPJDE role.

After this setup is complete, the users who log in with this role will automatically see the page for their role when they log into the JD Edwards EnterpriseOne system.

See Setting Up a Role Relationship in the JD Edwards EnterpriseOne Tools Security Administration Guide.

60.2.1 Prerequisite Reading

Before using the Shipping Supervisor role, you should have a complete understanding of the components and applications that are accessible form the pages. Additional, essential information is provided in the JD Edwards EnterpriseOne Applications Transportation Management Implementation Guide.

60.3 Using the Shipping Supervisor UX One Role

You use the Shipping Supervisor role to access these UX One pages:

  • Shipping Supervisor (P49001X/W49001XA)

  • Shipping Supervisor Truckload (P49001X/W49001XB)

60.3.1 UX One: Shipping Supervisor Page

The Shipping Supervisor page (P49001X/W49001XA) enables users to improve transportation planning by getting a clear visibility to carriers and shipment volumes. This page enables users to view alerts for shipments by mode of transport, provides visibility to carrier activity and impact on the transportation planning program, and provides easy access to shipment and load details.

To access the UX One Shipping Supervisor page, log in to the EnterpriseOne system using the Shipping Supervisor role.

This graphic illustrates the UX One Shipping Supervisor page:

Figure 60-1 Shipping Supervisor Page

Description of Figure 60-1 follows
Description of ''Figure 60-1 Shipping Supervisor Page''

Watchlist Alerts

These alerts are based on EnterpriseOne program. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query, or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the alerts that are available on the Shipping Supervisor page:

Watchlist Alerts Description
LTL Pending This alert tells users the number of less-than-truckload shipments that are pending.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

LTL Approved This alert tells users the number of less-than-truckload shipments that are approved.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

LTL Confirmed This alert tells users the number of less-than-truckload shipments that are confirmed.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

LTL On Hold This alert tells users the number of less-than-truckload shipments that are on hold.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Parcel Pending This alert tells users the number of parcel shipments that are pending.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Parcel Approved This alert tells users the number of parcel shipments that are approved.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Parcel Confirmed This alert tells users the number of parcel shipments that are confirmed.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Parcel On Hold This alert tells users the number of parcel shipments that are on hold.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor


Note:

LTL shipment is defined as shipment that weighs more than 99 pounds and less than 10,000 pounds.

Parcel shipment is defined as a shipment that weighs less than 100 pounds.

For additional information about the programs associated with these watchlist alerts, see One View Transportation Shipment Inquiry (P49270) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Shipping Supervisor page:

Chart Description
Total Weight By Carrier (P4915X/W4915XA) Use this chart to view the total weight shipped by carrier.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).

Total Volume By Carrier (P4915X/W4915XB) Use this chart to view the total volume shipped by carrier.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).

Total Weight Shipped by Mode of Transport (P4915X/W4915XC) Use this chart to view the total weight shipped by mode of transport.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).

Total Volume Shipped by Mode of Transport (P4915X/W4915XD) Use this chart to view the total volume shipped by mode of transport.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).


Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Shipping Supervisor page:

Task Description
Work With Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0001).
Approve Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0002).
Confirm Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0003).
Shipping Supervisor Truckload Use this task to access the Shipping Supervisor Truckload page (P49001X/W49001XB).

For additional information about the program accessed by these tasks, see Planning Transportation in the JD Edwards EnterpriseOne Applications Transportation Management Implementation Guide.

60.3.2 UX One: Shipping Supervisor Truckload Page

The Shipping Supervisor Truckload page (P49001X/W49001XB) enables users to improve truckload planning by getting a clear visibility into truckload carriers and shipment volumes. This page enables users to view alerts for truckload shipments and contract shipments to determine if those shipments qualify for special pricing because of the weight or destination. This page also provides easy access to shipment and load details.

To access the UX One Shipping Supervisor Truckload page, log in to the EnterpriseOne system using the Shipping Supervisor role. When you log in with this role, the system automatically displays the Shipping Supervisor page. Click the Shipping Supervisor Truckload task on the springboard to access the Shipping Supervisor Truckload page.

This graphic illustrates the UX One Shipping Supervisor Truckload page:

Figure 60-2 Shipping Supervisor Truckload Page

Description of Figure 60-2 follows
Description of ''Figure 60-2 Shipping Supervisor Truckload Page''

Watchlist Alerts

These alerts are based on EnterpriseOne program. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query, or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the alerts that are available on the Shipping Supervisor Truckload page:

Watchlist Alerts Description
TL Pending This alert tells users the number of truckload shipments that are pending.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

TL Approved This alert tells users the number of truckload shipments that are approved.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

TL Confirmed This alert tells users the number of truckload shipments that are confirmed.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

TL On Hold This alert tells users the number of truckload shipments that are on hold.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Contract Pending This alert tells users the number of contract shipments that are pending.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Contract Approved This alert tells users the number of contract shipments that are approved.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Contract Confirmed This alert tells users the number of contract shipments that are confirmed.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor

Contract On Hold This alert tells users the number of contract shipments that are on hold.

This alert is base don the One View Transportation Shipment Inquiry program (P49720). When you click the alert, the system displays the One View Transportation Inquiry form. The following form layouts are available:

  • Shipping Supervisor

The following grid formats are available:

  • Shipping Supervisor


Note:

A truckload shipment is defined as shipment that weighs 15,000 pounds or more.

A contract shipment is defined as a shipment that weighs 10,000 pounds or more but less than 15,000 points.

Contract shipments might require a shipping supervisor to contact carriers to inquire about special contract pricing that might be available. Some carriers offer a one-time contract price for shipments that weigh between 10,000 and 15,000 pounds.

For additional information about the programs associated with these watchlist alerts, see One View Transportation Shipment Inquiry (P49270) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Shipping Supervisor Truckload page:

Chart Description
Total Weight By Carrier (P4915X/W4915XA) Use this chart to view the total weight shipped by carrier.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).

Load Weight vs. Volume by Shipment Depot (P49271X/W49271XA) Use this chart to view the load bulk weight and volume by shipping depot.

This chart is based on the One View Transportation Load Inquiry program (P49271).

Total Weight Shipped by Mode of Transport (P4915X/W4915XC) Use this chart to view the total weight shipped by mode of transport.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).

Total Volume Shipped by Mode of Transport (P4915X/W4915XD) Use this chart to view the total volume shipped by mode of transport.

This chart is based on the Shipment Routing Steps All Fields business view (V4941A).


For additional information about the programs associated with these components, see:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Shipping Supervisor Truckload page:

Task Description
Work With Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0001).
Approve Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0002).
Confirm Shipments Use this task to access the Work With Shipments program (P4915, version ZJDE0003).
Load Building Use this task to access the Work With Loads program (P4960, version ZJDE0001).
Load Tender History Use this task to access the Load Tender History program (P4918, version ZJDE0001).
Confirm Load Use this task to access the Work With Loads program (P4960, version ZJDE0002).
Deliver Confirmed Load Use this task to access the Work With Loads program (P4960, version ZJDE0003).
Disposition Load Use this task to access the Work With Loads program (P4960, version ZJDE0004).

For additional information about the program accessed by these tasks, see Planning Transportation in the JD Edwards EnterpriseOne Applications Transportation Management Implementation Guide.