Service Provider Upload Document Action for Online Booking/Tendering and Spot Bid Tender
This feature provides your service providers with the ability to use the Upload Document action to upload documents via the Online Booking/Tendering screen or the Spot Bid Tender screen.
In the example below, the service provider performs the “Upload Document” action in the Online Booking/Tendering screen.
Online Booking/Tendering - Upload Document
When the action is run, the service provider can select and upload the desired document, as shown below.
Select and Upload Document
After selecting Upload, the document is uploaded. Then the service provider selects Submit to complete the process as shown below.
Document Uploaded - Submit
Document Upload Complete
The uploaded document is visible to the planner and service provider on the Online Booking/Tendering screen as shown below.
Online Booking/Tendering - Upload Document Visible for Planner
The example below shows how the “Upload Document” action works in a Spot Bid Tender scenario. In this case five service providers are involved invited to the Spot Bid, and all service providers will perform the “Upload Document” action to upload their terms and conditions documents.
Spot Bid Tender
The first service provider runs the “Upload Document” action to upload the terms and conditions document.
Spot Bid Tender - Service Provider Upload Document
Once the document is uploaded, the service provider has visibility to the document in the Spot Bid Tender Response screen as shown below.
Spot Bid Tender Uploaded Document View for Service Provider Carrier01
Spot Bid Tender Uploaded Document View for Service Provider Carrier02
Spot Bid Tender Uploaded Document View for Service Provider Carrier03
Spot Bid Tender Uploaded Document View for Service Provider Carrier04
Spot Bid Tender Uploaded Document View for Service Provider Carrier05
The planner has visibility to each of the service provider's uploaded documents in the Spot Bid Tender Response screen.
Planner View to Service Provider Uploaded Spot Bid Tender Documents
The set of documents are also visible to the planner in the Document Manager - Business Process Automation > Document Management > Document Manager, as shown below.
Documents View
Copy/Link Accepted Tender Documents to Shipment
The the Automation Agent ADD DOCUMENT FROM should be used be used to support the logical step of coping the Service Provider's uploaded documents from their accepted tender to the shipment. The Saved Query DOCUMENTS OF ACCEPTED TENDER FOR SHIPMENT has been provided to help configure the Automation Agent to get the documents from the accepted tender to the shipment.
Shipment Automation Agent Add Document From With Staged Saved Query
Spot Bid Tender - Additional Tender Document to Shipment Step
In the case of a Spot Bid Tender, when the Spot Bid Tender is awarded, all of the tenders are Withdrawn and an Ordinary tender is created for the Service Provider to whom the Spot Bid Tender was awarded. To support the Copying or Linking of the documents that were uploaded by the Service Provider as part of the Spot Bid Tender process, an additional step is required to get the document from the Withdrawn tender to the newly created Ordinary tender that is sent to the awarded Service Provider. To support getting the documents from the Withdrawn tender to the Ordinary tender the property - glog.tender.copyDocuments - has been provided. This property determines whether documents from a Withdrawn tender are Copied or Linked to a newly created Ordinary tender when a Spot Bid is awarded. When the property is set to true, the application will Copy the documents from the Withdrawn tender to the newly created Ordinary tender. If the property is set to false, the application will Link the documents. By default, the property is set to false.
This feature extends the collaboration available between the shipper and service provider allowing the sharing of required documents as part of the tender process.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Copy/Link Accepted Tender Documents to Shipment
The the Automation Agent ADD DOCUMENT FROM should be used be used to support the logical step of coping the Service Provider's uploaded documents from their accepted tender to the shipment. The Saved Query DOCUMENTS OF ACCEPTED TENDER FOR SHIPMENT has been provided to help configure the Automation Agent to get the documents from the accepted tender to the shipment.
Spot Bid Tender - Additional Tender Document to Shipment Step
In the case of a Spot Bid Tender, when the Spot Bid Tender is awarded, all of the tenders are Withdrawn and an Ordinary tender is created for the Service Provider to whom the Spot Bid Tender was awarded. To support the Copying or Linking of the documents that were uploaded by the Service Provider as part of the Spot Bid Tender process, an additional step is required to get the document from the Withdrawn tender to the newly created Ordinary tender that is sent to the awarded Service Provider. To support getting the documents from the Withdrawn tender to the Ordinary tender the property - glog.tender.copyDocuments - has been provided. This property determines whether documents from a Withdrawn tender are Copied or Linked to a newly created Ordinary tender when a Spot Bid is awarded. When the property is set to true, the application will Copy the documents from the Withdrawn tender to the newly created Ordinary tender. If the property is set to false, the application will Link the documents. By default, the property is set to false.