Customer Services Domain

Transcription

1 Customer Services Domain DB Schenker Rail Competence Center Logistics L.RVI. Y Customer Services_ Anubis Documentation Template Version 1.0.0

2 Processing status Technical Version Status Name Editor & project Type of Editing V0.1 ia Cristina Gutierrez First version Date Possible status = ia (in process) Aab (work completed) Release status Technical Version Status Approved by (name) Remarks Date Possible status = K (correction request), G (approved) Page 2 of 170

3 Contents 1 Introduction 8 2 Overview 9 3 Anubis G4 - Process Organization Order Management Process Customer Services - Planning Customer Services - Booking Process 14 4 Anubis Access Anubis G Anubis G4 Main View 17 5 Intermodal Orders Menu Customer Orders Customer Order Record Card Grouped Orders Container Booking Search Loading of Wagons/Containers/Goods Shipment Get Wagons Consist Booking Re-Shipment Transhipment Wagon Freight Organization Booking Management Open Booking Validations: Booking Record Card Cancel Booking Road Pre-Collections and Pre-Deliveries Booking Monitoring 66 6 Wagons Orders Menu Wagon Customer Orders Grouped Orders List of Customer Orders Customer Orders Record Card V.I.N.s Pending of Entry in Compound 82 Page 3 of 170

4 6.4 Master Data Origins and Destinations Creation of Orders by File Pre-defined Destinations Automobile Pre-Orders Generate Order Departure Authorization Truck Customer Orders Truck Customer Orders 94 7 Track & Trace Menu Note/Notice Search Head Code Search Search Wagon Wagon Park List Search Container List of Park of Containers List of Containers by Status List of Containers by Wagon Shipment List of Containers by Vehicle Shipment Search V.I.N V.I.N. List Search Wagons without Movement Search Truck Wagons at the Garage Doubled Shipments Axle Change Transfesa Shipments Axles Changes to Third Party Load List Summary Box Wagons Rental Opel Axles Cycles Axles Location in Chantier Axle Location History Contributes Axles Location Axle Type/Wagon Type Types of Axles that Open Cycle by Customer List of Wagons outside the Fleet Tracking of Wagon History Container History V.I.N. History 139 Page 4 of 170

5 7.15 Interventions History Wagons Containers Truck Axles Tracking Transport Wagons Trucks Wagon Movements Wagon with Train Order and Movements Container with Train Order and Movements PickUp Sheets Menu PickUp Sheets Route - Service Definition PickUp Sheets Lots Glossary Getting Started with the Application System requirements Installing Java (JVM) Installation Special Technical topics User permissions Language change Required fonts Local area network setup in Transfesa's computers Special browser configuration 168 Page 5 of 170

6 User Manual Customer Services Anubis CCL Software Page 6 of 170

7 IMPORTANT NOTICE This document is based upon work from the Transfesa. LEGAL NOTICE This document was originally prepared by Transfesa for exclusive use by its employees and agents. Transfesa nor any of its employees: (1) makes any written or oral warranty, expressed or implied, including, but not limited to those concerning merchantability or fitness for a particular purpose; (2) assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, process, method, or policy contained herein; or (3) represents that its use would not infringe any privately owned rights, including, but not limited to, patents, trademarks, or copyrights by Transfesa. All rights reserved. Page 7 of 170

8 1 Introduction Anubis is a business management tool, the corporate application which supports the activities of the production, as well as the sale, the invoicing, the reports, the asset management and the purchase. It provides complete traceability of the value chain for all of the business unities and service types which the company has the ability to provide. Page 8 of 170

9 2 Overview ANUBIS allows goods full traceability in all transport and storage processes performed by Transfesa group through several modules, which are: Rail and road transport management and monitoring: Transported goods state and condition (containers, swap bodies, chassis, coils, invoices, etc.), including date and time planned and every move. Container terminals and intermodal traffic management. Car distribution management. Warehouse and goods distribution management. Containers, boxes, cars, trucks, trailers, technical maintenance. Car workshop. Billings and ERS. Business management, financial and management control. Page 9 of 170

10 3 Anubis G4 - Process Organization Page 10 of 170

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12 3.1 Order Management Process In the following, the main phases of the Order Management shall be described. These phases have to take place and have to be supported by the Anubis computer application, in the overall process of the Order Management, which aims to take the Service requirement of a customer, to the beginning of the production process itself. (The processes contained in Anubis appear in red in order to distinguish them from the activities which do not have to be carried out by the computer system.) Starts: by contacting the Customer Service Department which offers a Transport request, finishes with the corresponding Production Plan start. The main phases which involve the interaction with Anubis and which have to take place in order to execute a service are: 1. Planning 2. Customer Order 3. Booking 4. Order to Move 5. Train departure (Begin of the implementation of the Production Plan.) Page 12 of 170

13 3.2 Customer Services - Planning This is the beginning of the process and aims to join the proceeding planning of the railway company. The planning consists of the basic plan and its weekly plan. The result is called train schedule (with the customer order). The planning includes the information and possible configurations of: 1. The train: assigned code, origin and destination 2. Key dates 3. Transit Stations 4. Permitted measures 5. Schedule 6. Associated Production Planes Page 13 of 170

14 3.3 Customer Services - Booking Process The booking process aims to: join the technical resources (train, wagons, container) with the goods management itself, which has been included in the general process of the order management via the costumer order. It is started when the planning process is finished and it ends with the generation of the Order to Move (O.T.M), which is carried out with the train departure. The result is a final train configuration, considering all the necessary restrictions and validations, according to the defined conditions. Page 14 of 170

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16 4 Anubis Access 4.1 Anubis G4 The first view of Anubis. To get access the username and password have to be entered. Page 16 of 170

17 4.2 Anubis G4 Main View After entering the Username and Password appears this general view of the application. It contains the different icons which lead to the menus and the functionalities. The icons are: Master Data, Customer Service, Production, Intermodal Terminals, Sales, Purchase, Financial, Asset Management, Other Logistic Services, Balanced Scorecard and Incidence Management Page 17 of 170

18 5 Intermodal Orders Menu Customer Services domain, Booking option. Page 18 of 170

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20 5.1 Customer Orders From Customer Services domain > Intermodal Orders > Customer Orders: Customer Orders Maintenance. Please indicate Entity and Centre to be able to perform any actions. If a user has only access to a single entity and centre, they will be automatically loaded by default when entering this window. Actions: Get List: Displays every Customer Orders matching the criteria specified at the top of the window. Page 20 of 170

21 Clean Filter: Clears every field used to filter the bottom listing with the exception of Entity and Centre, which remain as introduced by the customer. Create: Displays Customer Order record card and enables to introduce a new Order. Duplicate: Creates a new Customer Order with the same data as the line in which the cursor is positioned. Dummy Order: Creates an express order with the minimum data to create a new order. Once the order is created it will be placed in the train for the departure date if possible. If it is allocated for the departure date, a message will be displayed to inform the user. If it is impossible to allocate it, a window will be displayed so the users can indicate if they would like to allocate the order for a later date. If the user agrees to allocate it, a new window will be displayed to show the available departure dates to allocate the train. This enables the user to select a day to allocate the order in the train. Page 21 of 170

22 Once the date is selected, the user will receive a confirmation if the order can be allocated. If it is not possible to allocate it, the previous window will be displayed again to select a new date. Details: Displays the customer order Record Card where the cursor is positioned. Edit: Displays the customer order Record Card where the cursor is positioned. It enables to edit it. Cancel: It deletes the Customer order where the cursor is positioned. Customer orders allocated in a booking cannot be deleted. CNS (Community Network Services): Opens a window in order to select the option: ATN (Advanced Traffic Notice) or USE (Unit Status Enquiry). Select: Selects a Customer Order (if the button is activated). Exit: Exits the screen. Cancellation: This button is located on the right side of the list of orders. This button calls the Booking Cancellations window in which it is possible to view and modify the code and description of cancelled orders. Goods: This button is located on the right side of the list of orders. It shows the Goods Maintenance in details, that by default has an order associated. If it has dangerous goods it is marked with a check an the dangerous goods fields are filled in. Page 22 of 170

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24 If it is included in an order with more than one container, a window with the cancellations will be shown so that the user can select one of them and view its details or edit it depending on the permissions of that particular user. The permission code for a user to be able to modify a cancellation is "CANCELA_ORDEN". Page 24 of 170

25 5.1.1 Customer Order Record Card This form enables to create, edit or view the details of a Customer Order. The following fields are mandatory: Booking Date Activity (export, import, etc.) Customer Service Definition. When the user introduces the Service Definition, the train and the data of origin and destination train are displayed if the service definition has a single train associated. On the contrary, if it has more than one train associated, the train and the origin and destination will not be displayed. When clicking the button associated to the service definition, the user can see the trains associated to the service definition. Page 25 of 170

26 Container or Container Type Origin data or Destination data Customer Contact: Telephone 1 Telephone 2 Fax If these data have been introduced, they will be displayed in the following customer order for the same customer. It will be possible to edit them too. The Origin (Manual) button displays scheduled Origins. The Destination (Manual) button displays scheduled Destinations. It is possible to enter intermediate origins and destinations as well as restitution points both in origin and destination. Intermediate points will be sorted by order number. In all tabs for origins and destinations, if the user enters a city that does not exist in the predefined origins and destinations of customer orders, it will be stored in the database. The window Intermodal Customer order has on the right side of the temperature field two new fields that show in ºC the minimum and maximum temperature of a refrigerated container. Page 26 of 170

27 Actions: Cancellation: This button is located on the right side of the order code. This button calls the Booking Cancellations window in which it is possible to view and modify the code and description of cancelled orders. If it is included in an order with more than one container, a window with the cancellations will be shown so that the user can select one of them and view its details or edit it depending on the permissions of that particular user. The permission code for a user to be able to modify a cancellation is "CANCELA_ORDEN". Next Step: This button is located on the right side of the window. It validates that the mandatory fields of that tab are filled in, if not an alert came out. In case every fields are filled in it goes to the next tab. Page 27 of 170

28 Automatic Distribution: This button enables to allocate the order in a train in case it is not allocated yet. The system checks whether there is a train for the allocation of the order for the departure date (if it is not a null date) or for the reception date (if the departure date is not null). If yes, the system tries to allocate the order in the train. If that train does not exist or it is not possible to allocate the order in it, the system checks if there is some other train to allocate the order in it for a later date. If there are no trains for a later date, a message will be displayed to inform the user of the situation. If there are other trains, the user will be asked whether the order should be assigned to the following available train. If the user does not accept it, nothing will be done. If the user accepts it, the system will try to allocate the order in a train and if it is achieved, the user will be informed of the train and date on which the order was allocated. Moreover, the departure date of the order will be changed to the train date in which the order was allocated in case it is a single order. Confirm Order: This button enables to confirm the order if it is in a booking and has not been confirmed yet. This action will send an to the customer with the confirmation of the departure date of the customer's order. Orders can only be confirmed once. OK: Saves changes made on the screen. Exit: Exits the screen Grouped Orders When you click on the Grouped Orders button, the following window appears: Page 28 of 170

29 This window displays the grouped orders for the 154 customer order. If the grouped orders of the order have a service definition with more than one train associated, instead of showing the name of the train, it shows "MISCELLANEOUS". By clicking on the button located on the right side of this field, the user can view all the trains that are associated and the status of the order in each of them. From Customer Order Record Card, it is possible to access and generate grouped orders. The Generate Orders button is only available when the Grouped Orders checkbox is active. Page 29 of 170

30 In order to generate orders, changes must be saved. The following window displays the orders generated for a certain period of time and for certain week days. In this case, three (3) grouped orders have been generated for the selected order, one for each day of the week, according to the fixed time period. Page 30 of 170

31 The Grouped Orders button shows the generated orders: When you click on the Income/Cost button, the following window is displayed: Page 31 of 170

32 Operations: This button is in the customer order record card, on the order tab at the right of the Service Definition. Its functionality is to access to the details mode of the Operations of the Service Definition window. Details mode of the Operations of the Service Definition window. Page 32 of 170

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34 5.2 Container Booking Search This window allows to search Containers associated to a train. Entity and Centre fields are mandatory to obtain the list. It will show the List of Containers that are assigned to a train (Status: Active) or the List of Containers that were cancelled whilst they were already assigned to a train (Status: Cancelled). It can also show the List of Containers that were assigned to a train and that have been already confirmed. This window also allows the generation of an Excel file with the results obtained thus enabling users to use and view this information in the future. Page 34 of 170

35 5.3 Loading of Wagons/Containers/Goods These are the menu options displayed in this functionality: Shipment In this screen it is possible to generate the Shipment Expeditions saved at booking and/or consist. Please be aware that it is essential to fill out the highlighted fields. In addition, you may introduce the default Data Plan, Origin and Destination stations, Railway Administration data, and the corresponding Head Code. All data is editable and it will be used when the shipment is saved. If the fields are left blank, the original data will be used. In order to do so, select a consist or booking through the Get Wagons button. There may be 4 types of wagons. - Normal: It is required to indicate the Container, Wagon, Shipment, Service Def., Goods, Packages and Gross Weight. Page 35 of 170

36 - Empty: It is required to indicate the Wagon, Shipment, Service Def. and Goods. Package, Goods and Gross Weight always remain at 0. - Unpaid with container: It is required to indicate Wagon and Shipment. - Unpaid without container: It is required to indicate Wagon and Shipment. For both, Unpaid with container and Unpaid without container, Origin and Destination fields are mandatory. These fields will automatically appear by clicking on as long as they are specified in the plan. In either case, both Origin and Destination Stations can be edited as chosen by the user. Please click on in order to include Sections data. Once you have selected Consist or Booking, the corresponding data in the listing will be displayed and you may add or delete as necessary. After having checked that the information is correct, please click on the Validate button to verify that the data is correct, based on the information in Anubis, and in order to check that the shipment can be generated. When you validate the process, the following will be verified: - It validates Service Definition or Sections if the wagon is empty. - It validates that there is an existing container and if it is not, it will be created automatically, as long as the option is active. In case the button is not active, a notice will appear indicating that the code has not been registered at the container park. Please make sure that it is not a typing error. If not, please register the code. - It checks that the Wagon exists, and if it doesn t, it is created. Page 36 of 170

37 - It checks that a Wagon Shipment does not exist at the same date as the new Shipment. - It checks that the Goods are included in the Customer Service Definition. Once the data is correct and has been successfully validated, please press the following processes are generated: button and the - Services are started. - Consignments are created. - Previous Wagon Shipment is finished. - Container Goods information is cleared. - The Wagon is loaded. - The Shipment is created. - The Plan is started. - The Train is assigned to the first operation of the plan if Train and Date have been previously indicated. Once the process is properly completed, a summary of the steps taken will be displayed. Once the summary has been generated, you can either Notify the Shipment or Exit. Please we highly recommend you to notify about the train departure Get Wagons Consist On this screen you may select a specific consist from which the Shipment will be generated in Anubis. Page 37 of 170

38 Please select the corresponding train and click on the Select button. Then, the previous screen will retrieve the Wagon and Container data, and will access the Booking by Train and Date in order to collect additional information about the Container. Further details about Train, Date and Railway administration will be completed with the selected data. Webservices Consist Booking A specific Booking is selected in this screen, from which it is also possible to generate the Shipment in Anubis. In order to do so, please enter the corresponding Wagons manually for each Container which were not specified in the Booking. Page 38 of 170

39 5.3.5 Re-Shipment This menu has the same options as the previous one, but with some changes in the functionalities. From this window, through a previous Shipment, is possible to generate a new one and the Wagon, Container and Goods will remain unchanged. I.e, once you have selected a number of Wagon Shipments, a new Shipment will be generated with new Origin, Destination and Plan data. To do so, please click on the Get Wagons button in order to search and select the specified shipments. Any previous data belonging to Containers/Wagon will be cleared. Please be aware that it is essential to fill the highlighted fields. If you wish to have the Train assigned to the first Plan Operation, please fill Departure Date and Departure Code. Once a Shipment has been selected, you can only delete that Shipment, but it is not possible to add or edit any other data. Page 39 of 170

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41 Shipping list by clicking on the Get Wagons button: There may be 4 types of wagons. Page 41 of 170

42 - Normal: It is required to indicate the Container, Wagon, Shipment, Service Def., Goods, Packages and Gross Weight. - Empty: It is required to indicate the Wagon, Shipment, Service Def. and Goods. Package, Goods and Gross Weight always remain at 0. - Unpaid with container: It is required to indicate Wagon and Shipment. - Unpaid without container: It is required to indicate Wagon and Shipment. For both, Unpaid with container and Unpaid without container, origin and destination fields are required. These fields will appear automatically by clicking on as long as they are specified in the plan. In either case, both origin and destination stations can be edited as chosen by the user. Please click on Section button in order to include Sections data. Once you have selected Consist or Booking, the corresponding data in the listing will be displayed and you may add or delete as necessary. After having checked that the information is correct, please click on the Validate button to verify that the data is correct, based on the information contained in Anubis, and in order to check that the shipment can be generated. When you validate the process, the following will be verified: - It validates Service definition or Sections if the wagon is empty - It checks that the container exists, and if it doesn t, it is created. - It checks that the wagon exists, and if it doesn t, it is created. - It checks that a wagon shipment does not exist at the same date as the new shipment. - It checks that the goods are included in the customer service definition. Page 42 of 170

43 Once the data is correct and has been successfully validated, please press the following processes are generated: - Services are started. - Consignments are created. - Shipment is finished. - Container goods information is removed. - The wagon is loaded. - The shipment is created. - The plan is started. Once the process is properly completed, a summary of the generated information will be displayed: button and the Once the summary has been generated, you can either Notify the shipment or Exit Shipment List In this screen, you may select a specific Shipment through which the Shipment will be generated in Anubis. Page 43 of 170

44 5.3.6 Transhipment This menu has the same options as the previous one, but with some changes in the functionalities. From this window, through a previous shipment it is possible to generate a new one and all data will remain unchanged with the exception of the wagon that must be specified. I.e, once you have selected a number of wagon shipments, a new wagon shipment will be generated with new origin, destination and plan data. Additional data can not be modified. To do so, please click on Get Wagons button in order search and select the specified shipments. Any previous data belonging to Containers/Wagon will be cleared. Please be aware that it is essential to fill the highlighted fields. If you wish to have the train assigned to the first Plan Operation, please fill Departure Date and Departure Code. Page 44 of 170

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46 Once you have clicked on Select button, transport data from selected wagons will be uploaded. In this option it is only necessary to change the wagon for the new one. All additional data cannot be edited as container, service definition and package. Shipping list by clicking on Get Wagons button: There may be 4 types of wagons. - Normal: It is required to indicate the Container values, wagon, shipment, Service Def., goods, packages and gross weight. - Empty: It is required to indicate the wagon values, shipment and Service Def. Goods. Package, goods and gross weight always remain at 0. - Unpaid with container: It is required to indicate wagon and shipment. - Unpaid without container: It is required to indicate wagon and shipment. For both, Unpaid with container and Unpaid without container, Origin and Destination fields are required. These fields will appear automatically by clicking on click on chosen by the user. Please click on in order to include Sections data.. Then, it is necessary to Page 46 of 170

47 Once you have selected consist or booking, the corresponding data in the listing will be displayed and you may add or delete as necessary. After having checked that the information is correct, please click on the Validate button to verify that the data is correct, based on the information contained in Anubis, and in order to check that the shipment can be generated. When you validate the process, the following will be verified: - It validates Service definition or Sections if the wagon is empty - It checks that the container exists, and if it does not, it is created. - It checks that the wagon exists, and if it does not, it is created. - It checks that a wagon shipment does not exist at the same date as the new shipment. - It checks that the goods are included in the customer service definition. Once the data is correct and has been successfully validated, please press the following processes are generated: - Services are started. - Consignments are created. - Shipment is finished. - Container goods information is removed. - The wagon is loaded. - The shipment is created. - The plan is started. Once the process is properly completed, a summary of the generated information will be displayed: button and the Page 47 of 170

48 Shipment List In this screen, you may select the necessary shipments for the previously mentioned process. In order to do a search as specific as possible, you can choose the most convenient filter. Once you click on Get List button, you can select the relevant record within the previous search. Once you have verified that every record is displayed, you may press Select button and the records will be saved. Page 48 of 170

49 The Mark, Unmark and Delete buttons enable the following actions: The Mark button enables to select all the lines of the list. The Unmark button enables to unselect all the lines of the list. The Delete button: If there are not selected lines when clicking this button, the line marked in grey will be deleted. In case one or more of the lines of the list are selected, the selected lines will be deleted. Validation of the Waggon Types Page 49 of 170

50 Clicking on Exit and Accept we close the window to fix the wagon types. Clicking on Continue and Accept we continue with the Wagons Load. Clicking on Cancel we left the window to fix the wagon types. Page 50 of 170

51 5.4 Wagon Freight Organization This window enables to carry out the maintenance of characteristics of wagon types. Header Data: Allows to filter data. Wagon Type Code: Code of wagon type to search. Wagon Type: Provides a description of the requested wagon type. By clicking on the Get List button, it is possible to search wagon types matching the filter criteria. Characteristics of railway wagon types: Wagon Type Code: Code identification of wagon type. Wagon Type: Description of wagon type. Page 51 of 170

52 Tare: Weight of empty wagon. Maximum Freight: Maximum freight supported by that wagon type. Length: Length of that wagon type. Only Double: Wagon can only be double. Cont. Transp.: It can transport containers. Allow Empty C.: It allows empty containers. 3 Letter Norm: Whether it identifies three letters. Hi. Cube Contain.: It can transport High Cube containers. Swapbody C.: It can transport swapbody containers. Double Wagon: Double wagon. Buttons: Add: This button enables to open a new line to be able to add a new wagon type. Delete: Deletes a wagon type. The deletion must be confirmed. If there are freight organizations, they must be previously deleted. Save: Saves the data. Wagon organization: This button enables the access to the maintenance of freights in wagon types. Page 52 of 170

53 5.5 Booking Management Through the Customer Services domain > Intermodal Orders > Booking Management: Booking Management: Please be aware that it is mandatory to enter the Entity and Centre fields in order to carry out any action in this window. Actions: Get List: After having specified the selected criteria at the top of the window, a Booking list matching the criteria will be displayed. Open Booking: Displays the Booking Record Card and allows to create a new Booking. Edit: Displays the data of the selected Booking and allows editing it. Details: Displays the data of the selected Booking. Cancel: Displays the Booking Cancellation window. To be able to Cancel a Booking, it is necessary to previously release all Customer Orders in Booking Lines. Select: If the button is activated, it enables to select a Booking. Request Confirmation: Sends an to customers requesting confirmation of the Booking Lines that are not confirmed, provided that they have a Customer Order. The will be sent to the customer order address. Page 53 of 170

54 Confirm Booking: Sends an to customers with Booking Lines that have been confirmed, provided that they have a Customer Order. The will be sent to the customer order address. Please be aware that you must fulfil the following fields to confirm a Booking: Wagon Type Container Type Goods Customer Service Definition Pin Number Gross Weight Activity Entity Release Slots: Releases the Customer Orders which are not issued or those Customer Orders that are not issued and are not in a Booking of a superior head code. Excel: Generates a CSV file, containing the screen information. The file will be saved at c:\fanubis directory under the name: "GESTIÓN DE BOOKINGYYYYMMDDHHMM.CSV". OTM (Excel): Generates a file in XLSX format with the Booking Lines containing a Customer Order and that do not correspond to overbooking. The file will be saved in the directory selected by the user with the name "OTMYYYYMMDDHHMM.XLSX". CNS (Community Network Services): Opens a window to select a NOA option: NOA (Notice of Arrival), Load List, ATN or USE. From USE button the following window is displayed: ATN: Generates a CSV file containing Traffic information of Containers which have not left yet. It generates a file for each line and saves them at c:\fanubis directory under the name "ATNCódigoTrenFechaSalidaYYYYMMDDHHMM.csv" Exit: Exits the screen. Page 54 of 170

55 5.5.1 Open Booking Actions: Prepare Train: Once a train has been selected, the option Prepare Train displays all the available Train Slots as Booking Lines, depending on the Train Set and the Wagon Freight Organisation. Automatic Distribution: Tries to locate in the train all Orders marked by the user in the Orders section. This action is carried out taking into account the Organisation of the Wagon Freight. Manual Distribution: Enables to track available Customer Orders (Action: Get List) and to insert them manually in the Booking. When clicking the Get List button, the following will be shown: Orders that are not included in a Booking and whose train, in which it will be included, is the first in the sequence of operations or; Orders that are assigned to a different train of the one that is being prepared and whose train to prepare is one of the trains associated to the Service Definition. Besides, the train to prepare must be the following after the one associated to the service definition. Consequently, when preparing a train that has associated orders whose Service Definitions have more than one train associated (international requests). These Orders will only appear if they are associated to the Booking previous to the one that is being prepared. In order to do a manual distribution, place the cursor in the required Customer Order Line, click the green button and it will show the available Slots in which that Container can be placed. Then, position the cursor in the type of wagon that is free (wagon order and container) and click the blue button that will place it on the wagon if it passes the gauge validations. Page 55 of 170

56 Full Wagon: If a Wagon is completely full, it will appear in a dark grey colour. If it allows adding more Orders, it will appear in a normal grey colour. MA/UA: This option allows to mark or unmark all Booking Lines in order to be able to later use the request of Confirmation, Confirmation to Release Slots and Cancel Bookings. NA Yellow button: Turns available Wagons into non available Wagons. To be able to change the status of a Wagon to Not Available, it cannot have Orders allocated in their positions. Green Button: Searches available Slots in order to place the selected Order. Blue Button: Places the Order in the register in which the user is positioned. Red Button: Creates new registers, Overbooking, in red. Button - : Deletes Overbooking registers if they have not been saved. Open file: Displays Booking line data on file format. Container Status: This button will only be active if Origin or Destination Station is London Gateway. It requests selected Container status. Status Flag: This button will only be active if Origin or Destination Station is London Gateway. It displays in the pop-up screen the selected Container Status Flags. Request Confirmation: It sends an to customers requesting the confirmation of the booking lines selected by the user, if they are not yet confirmed. The will be sent to the address that appears in the customer order. If there is more than one order for the same customer, it will only send one with a report containing all these orders. Confirm Booking: It sends an to customers indicating the Confirmation of the Lines selected by the user. The will be sent to the address that appears in the Customer Order. If there is more than one Order for the same Customer, it will only send one with a report containing all these Orders. Please be aware that in order to Confirm the Booking, the following fields are mandatory: Wagon Type Container Type Goods Customer Service Definition Pin Number Gross Weight Activity Entity Edit order: When you press this button, a pop-up window will be displayed to be able to change Container Positions. Page 56 of 170

57 Edit Wagon type: When you press this button, a pop-up window will be displayed to change the current Wagon for another one. To do so, the Wagon cannot have any associated Orders and the new Wagon must be associated to the Set. Release Slots: It releases the Customer Orders selected by the user which are not issued yet and which are not allocated in a superior Booking. Once the process is executed, it will open a window in which the user should indicate the Reason why the lines could not be released. Cancel Booking: It displays the Booking Cancellation window. It cancels the Customer Orders selected by the user and releases them from Booking. It will only cancel orders that are not issued yet and that are not allocated in a superior Booking. Once the process is executed, it will open a window in which the user should indicate the Reason why the lines could not be cancelled Validations: Train weight exceeded: The Blue Button, Save and Exit buttons validate that the Total Sum of the Weight of Orders plus the Wagon Tare do not exceed the Maximum Weight of the train. The system will display a warning message in which it informs of this situation and offers the following options: continue and save or assign the order; and cancel the action (depending on the button). With the Open Record Card button, the Booking Line Details are displayed in record card format. Page 57 of 170

58 5.5.3 Booking Record Card This screen enables to ask for details and edit a booking line. Page 58 of 170

59 Actions: Status Container: This button will only be active if origin or destination station is London Gateway. It displays the container status. Status Flag: This button will only be active if origin or destination station is London Gateway. It displays in the pop-up screen the selected container status flags Request Confirmation: Sends an to customers requesting the booking line confirmation. The will be sent to customer order address. Confirm Booking: Sends an to customers with the confirmed booking details, provided they have a customer order. The will be sent to customer order address. Please be aware that in order to confirm the booking, the following fields are mandatory: Wagon Type Container Type Goods Customer Service Definition Pin Number Activity Save: Saves the changes. Exit: Exits the screen. Validations: Train weight exceeded: The "Blue Button", "Save" and "Exit" buttons validate that the total sum of the weight of orders plus the wagon tare do not exceed the maximum weight of the train. The system will display a warning message in which it informs of this situation and offers the following options: continue and save or assign the order; and cancel the action (depending on the button that was clicked). Page 59 of 170

60 5.5.4 Cancel Booking This window will appear when cancelling one or more lines of a booking or a complete booking. Actions: Please be aware that to be able to delete, the following fields are mandatory: Cancellation Code Comment Save: Save changes Exit: Exits the screen. Page 60 of 170

61 5.6 Road Pre-Collections and Pre-Deliveries This functionality can be accessed through the Customer Services domain > Intermodal Orders menu > Road Pre-Collections/Pre-Deliveries. List of Pre-Collections and Pre-Deliveries. This window enables to manage the Jobs that will be carried out in Road Orders (Road) or in Rail and Road Orders (Rail&Road). When entering this window, if the particular user has only access to one entity and one centre, they will be loaded by default. Actions Get List: This button shows the list with all the Jobs that match the filter criteria entered on the section located on the top of the window. If an Order has Collections and Deliveries, this order will be shown in two lines. The fields that will be shown in the list are as follows: Job Type: It identifies whether a particular job is a collection or a delivery. Job Completed: A check box that will be marked when the job is completed. Date Job Completed: Date of completion of a job. Note?: A check box that will be marked when the report of haulier has been generated. Customer Ref.: Reference of customer. Haulier: Origin Haulier for collections, or Destination Haulier for deliveries. QA?: A check box that will be marked if an order has been cancelled. Page 61 of 170

62 Cont. No.: Container. Cont. 1: Type of container. Multi?: This check box will be marked if there is some intermediate point in origin, when showing a collection; or in destination, when showing a delivery. Time: If it is a collection, it shows the date and time of origin; and if it is a delivery, it shows the date and time of destination. City/Town: It will show the city/town of origin, when showing a collection; or the city/town of destination, when showing a delivery. From: If it is a collection, it will show the city/town of the first intermediate point of origin; and if this data does not exist, the city/town of origin will be shown. If it is a delivery, it will show the city/town of the first intermediate point of destination; and if this data does not exist, the city/town of destination will be shown. To: If it is a collection, it will show the city/town of the last intermediate point of origin; and if this data does not exist, the city/town of origin will be shown. If it is a delivery, it will show the city/town of the last intermediate point of destination; and if this data does not exist, the city/town of destination will be shown. Restitution: If it is a collection, it will show the city/town of the restitution point of origin; and if this data does not exist, the field will be blank. If it is a delivery, it will show the city/town of the restitution point of destination; and if this data does not exist, the field will be blank. Customer: It is the customer. Excel: Generates an Excel file with all the Jobs that are shown in the list. Details: This button accesses the window of Customer Orders which enables to see the Order that is associated to the Job in Details Mode. Edit: This button accesses the window of Collections and Deliveries to enable the user to edit some of its features. This action will be only possible when the Order associated to the Job has not been cancelled or is finished at the moment of clicking the button. Haulier Report: This button enables the access to the window for the management of the lines that will appear in the haulier report. Job Completed: This button enables to indicate that a Job has been completed. When clicking this button, it will open a window to allow the user to enter the date on which the Job was completed and a comment for any required observation. Page 62 of 170

63 Cancel Job Completed: This button enables to undo the Completion of a Job. QA: This button is used to see the details, modify or register New Incidences occurred in Road Orders. By clicking on it the user will go to the List of Incidences, where he will be able to create, modify or see the details of the Incidences associated to the Order. If you want to create a new incidence, click on the button New Incident and it will display the window for Incidents in Road Orders. You have to fill in the fields Date of Incidence, Informed by, Error Report and Observations. Page 63 of 170

64 Apart from creating the Incidence, by clicking the button Pre-Notification you are allowed to send the Incidence Notification to the person/persons you want to, attaching a short report on the cause of the incidence. Send Haulier Notes: This button sends Notifications to the haulier via . When clicking on this button, a window will be displayed to enable the user to enter the address(es) for the sending of notes, the subject and the content. Moreover, addresses for hauliers (by entity and centre) will be stored in the system. This way, when hauliers have already addresses, they will be loaded in the system by default, thus making the process easier for the user. Page 64 of 170

65 Exit: When clicking this button, the system brings the user back to the menu of the application. Page 65 of 170

66 5.7 Booking Monitoring This functionality can be accessed through the Customer Services domain > Intermodal Orders menu> Booking Monitoring: Booking Monitoring. By means of this screen the user can consult the Cut off Time of the Booking, the Empty Slots and the Number and Type of Container of a train. When entering the screen, the Entity and the Centre will be loaded by default if the user has only access to one entity and one centre. Actions: Get List: The list will display all trains that meet the search criteria specified on the upper part of the window. The field Refresh shows the remaining seconds until the screen is refreshed. The Cut Off Time is indicated by using three colors: Green: if the remaining hours until the Booking closing are more than 3. Orange: if the remaining hours until the Booking closing are between 1 and 3. Red: if the remaining hours until the Booking closing are less than 1 or if the booking is already closed. Page 66 of 170

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69 6 Wagons Orders Menu Page 69 of 170

70 6.1 Wagon Customer Orders From the menu option Wagon Orders > Wagon Customer Orders it is possible to access to: Customer Orders Maintenance. Please indicate Entity and Centre to perform any actions. If a user has only access to one Entity and Centre, they will be automatically loaded by default when entering this window. Actions: Get List: Displays every Wagon Customer Order matching the criteria specified at the top of the window. Clean Filter: Clears every field used to filter the bottom listing with the exception of Entity and Centre, which remain as introduced by customer. Create: Displays Wagon Customer Order Record Card and enables to introduce a new Order. Duplicate: Creates a new Wagon Customer Order with the same data as the line in which the cursor is positioned. Edit: Displays the Wagon Customer Order Record Card and enables to edit it. Goods: Shows the Maintenance of Goods, which has a Service Code associated by default. If it has Dangerous Goods it is marked with a check an the dangerous goods fields are filled in. Page 70 of 170

71 Select: Selects a Customer Order (if the button is activated). Exit: Exits the screen. Cancellation: This button is located on the right side of the list of orders. This button calls the Booking Cancellations window where it is possible to view and modify the Code and Description of cancelled Orders. If it is included in an Order with more than one container, a window with the Cancellations will be shown so that the user can select one of them and view its details or edit it depending on the permissions of that particular user. The Permission Code for a user to be able to modify a Cancellation is "CANCELA_ORDEN" Page 71 of 170

72 Goods: Shows the Details of Goods, which has an associated order by default. If it has Dangerous Goods, it will be marked with a check an the dangerous goods fields will be filled in. This window allows to create, edit or view Details of a Customer Order. These fields are mandatory: Booking Date, Activity (Export, Import, etc.) and Customer. Service Definition. When entering the Service Definition, the Train and the Origin/Destination data are displayed if the Service Definition has only one associated train. On the other hand, if there is more than one associated train the data of the Train and the Origin and Destination data will not be loaded. It also allows to view the trains associated to the Service Definition when clicking on the Service Definition button. Cancellation: This button is located on the right side of the Order Code. This button calls the Booking Cancellations window where it is possible to view and modify the Code and Description of cancelled Orders. Page 72 of 170

73 6.1.1 Grouped Orders When clicking on Grouped Orders, the following window is displayed: Page 73 of 170

74 By using the Grouped Orders button the Generated Orders are shown: This window displays the Grouped Orders for the Customer Order. If the grouped orders of the order have a Service Definition with more than one associated train, instead of showing the name of the train, it shows "MISCELLANEOUS". By clicking on the button located on the right side of this field, the user can view all the Trains that are associated and the Status of the Order in each of them. The Generate Orders button is only available when the "Grouped Orders" checkbox is active. In order to generate Orders, changes must be saved. The following window displays the Orders generated for a certain period of time and for certain week days. Page 74 of 170

75 Operations: This button is in the Wagon Customer Order Record Card, on the right of the Service Definition. Its functionality is to access to the Details mode of the Operations of the Service Definition window. Page 75 of 170

76 Details mode of the Operations of the Service Definition window. Page 76 of 170

77 The user can access the following window from the Income/Costs button: It shows the Booking Valuation data in two tabs, Income and Costs. Page 77 of 170

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79 6.2 List of Customer Orders This menu option enables the access to the window of the List of Customer Orders. The Create, Edit and Details buttons enable the access to the Record Card of Customer Orders. The Duplicate button generates a Customer Order with the same data as the selected one. The Value button generates the Valuations for the selected order according to the established contracts. The Cancel button cancels the selected Order. To be able to cancel an order, the particular order cannot be invoiced or valued. The Print button prints the Data shown on the window. The Excel button generates an Excel File with the information shown on the window Customer Orders Record Card The access to this window occurs through the Create, Edit, Details and Duplicate buttons. Page 79 of 170

80 The following data are shown on this window: Vehicle data, Collection Point, Route of vehicle and Point on which the vehicle must be Delivered. On the Routes, the Compound by which the vehicle will pass must be specified. The Print button calls the window that enables to print the Delivery Notes for Orders. The Income/Costs button enables the access to the following window: Page 80 of 170

81 The Add button enables to add a Valuation of Order manually. The Delete button deletes the selected Valuation. The Load Income button launches the process for the Calculation of Automatic Valuations for the selected order. The Invoicing button enables the access to the List of Customer Invoices window. The Self-Invoicing button enables the access to the Self-Invoices window. Page 81 of 170

82 6.3 V.I.N.s Pending of Entry in Compound This menu option enables the access to the window of the List of Customer Orders Pending of Entry in Compound. This window shows the List of Customer Orders Pending of Entry in Compound from the routing of the order. The fields for Compound and Date Range are mandatory fields. The Excel button generates an Excel File with the Information shown on the window. The Details button enables the access to the Customer Order Record Card: Page 82 of 170

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84 6.4 Master Data Origins and Destinations This window shows the data of Origins and Destinations for a particular previously entered Manager. The Create, Delete, Edit, Details buttons enable the access to the Record Card of the selected Master Data. The Address for Collection/Delivery Points must be specified on this window. Page 84 of 170

85 6.5 Creation of Orders by File This menu option enables the access to the window for the Creation of Orders by File. The File Upload button enables to load a file in CSV format. The information contained in the CSV file will be loaded on the window and all the relevant information will be validated. The Sent Files button enables the access to the window where all the files that have been sent to the supplier can be viewed. The Cancel button cancels the selected registers. The Reprocess button carries out the reprocessing of all the information pending of specifying some data for the subsequent generation of firm orders. The Generate Orders button generates firm customer orders for the selected registers. It is only possible to generate registers without pending incidents. Page 85 of 170

86 6.6 Pre-defined Destinations This menu option accesses the window of the Pre-defined Destinations for a particular Entity. The Entity field of the filter section must be entered in order to perform any action on the window. The Excel button generates an Excel File with the Information shown on the window. The Create, Details and Edit buttons enable the access to the Record Card of Customer Destinations. This window enables to add new Addresses as well as to delete existing ones. This window shows all the necessary information to identify when a Vehicle has been awarded to a Customer, the Final Destination where the Vehicle will be delivered. The Add button enables to add a Register to indicate the possible Origin and Destination Compound for a Customer. The Delete button deletes the selected Register for Origin and Destination Compound. Page 86 of 170

87 The Save button saves the data added or deleted. Page 87 of 170

88 6.7 Automobile Pre-Orders This menu option enables the access to the window List of Automobile Pre-Orders. The following fields are mandatory in order to be able to obtain information in this window: Manager, Customer, Date Range and Pre-Order type. There are two types of Pre-Orders: Collections and Awards. Collection pre-orders contain the Information of a Customer for the Collection of a Vehicle at one particular point and the Entry in the corresponding Compound. Awards pre-orders contain the information on the sale of a vehicle to a customer, who would have specified the delivery point of a particular vehicle Generate Order The Load button enables the access to the following window. This window contains a button that enables to Load files. Page 88 of 170

89 The Load process is based on a particular CSV File where the information of the Vehicles that will be sold is loaded. This process validates all the information as well as, whenever possible, the Delivery point on which a particular vehicle will be delivered. If a customer is not registered with the Pre-Defined Destinations, the system asks the user whether the particular Customer should be registered. The Edit button enables the access to the Pre-Order, but only when it meets some particular requirements: The Send Communication button enables the access to a window with different options: 1.- Special Reports: The following confirmation message must be accepted to send this. Page 89 of 170

90 This process generates a special report of LeasePlan customer with the information of the selected vehicles. The created report is sent via to the address specified for the particular customer to which the vehicle was awarded. 2.- Locators: The commitment date must be added to be able to execute this functionality. This process sends an to customers for the selected vehicles. It contains a locator so that customers can check the status information of their vehicles through the TOIS portal. 3.- Delivery Confirmation: The generated pre-order must be selected to be able to execute this functionality. This process sends an to customers for the selected vehicles. It indicates whether the selected vehicles are ready to be picked up for those cases on which customers directly pick them up in compound, or the confirmation of delivery of vehicles. The Details and Edit buttons enable the access to a pre-order to view its data or modify them. This window shows the information of a vehicle: origin point, destination point, data of Receiver awarded with Vehicles, Economic data and Cancellation data, in case a Pre-Order was cancelled. The Validate Pre-Order button executes the Validation process. It everything is correct, a confirmation message is shown. The Mark All and Unmark All buttons select or deselect all Pre-Orders of the list. Page 90 of 170

91 The Destination Details button enables the access to the record card of customer destination. The Customer Order Details button enables the access to the customer order, but only if the order is already generated. The Edit Customer Order button enables the access to the record card of customer orders to be able to update their data. The Locators button enables the access to the window with the list of locators. Page 91 of 170

92 This window shows all the locators sent to customers via . The Indicate Train button enables the access to the following window to be able to indicate the train on which the vehicle will be transported. It saves this information. The Validate Incidents button tries to validate the pending information for the selected registers. The Excel button generates an Excel file with the information shown on the window. Page 92 of 170

93 6.8 Departure Authorization This menu option enables the access to Departure authorizations. The File Upload button loads a file in CSV format. This file will contain the plate number, customer and authorization date. This process generates the departure authorization for the loaded vehicles in order to indicate the system that it can start the departure procedures for those vehicles and deliver them in the corresponding delivery point. Page 93 of 170

94 6.9 Truck Customer Orders 6.10 Truck Customer Orders From Customer Orders Domain > Truck Customer Orders menu: Customer Orders Maintenance. Please indicate Entity and Centre to be able to perform any actions. If a user only has access to a single entity and centre, they will be automatically loaded by default when entering this window. Actions: Get List: Displays every Truck Customer Orders matching the criteria specified at the top of the window. Clean Filter: Clears every field used to filter the bottom listing with the exception of Entity and Centre, which remain as introduced by customer. Create: Displays Truck Customer Order record card and enables to introduce a new Order. Duplicate: Creates a new Customer Order with the same data as the line in which the cursor is positioned. Edit: Displays the Truck Customer Order Record Card where the cursor is positioned. It enables to edit. Page 94 of 170

95 Goods: This button is located on the right side of the list of orders. It shows the Goods Maintenance in details, that by default has a service definition associated. If it has dangerous goods it is marked with a check an the dangerous goods fields are filled in. Page 95 of 170

96 Select: Selects a Customer Order (if the button is activated). Exit: Exits the screen. Cancellation: This button is located on the right side of the list of orders. This button calls the Booking Cancellations window in which it is possible to view and modify the code and description of cancelled orders. Page 96 of 170

97 If it is included in an order with more than one container, a window with the cancellations will be shown so that the user can select one of them and view its details or edit it depending on the permissions of that particular user. The permission code for a user to be able to modify a cancellation is "CANCELA_ORDEN". Page 97 of 170

98 Goods: It shows the Goods Maintenance in details, that by default has an order associated.it is possible to edit it later. If it has dangerous goods it is marked with a check an the dangerous goods fields are filled in. In this window it is allow to create, edit or view details of a Costumer Order. These fields are mandatory: Booking date, Activity (export, import, etc.) y Customer. Service definition. When entering the service definition, the train is shown and the Train origin/destination data, if the service definition has only one train associated. On the other hand, if there is more than one train associated the data of the train and the origin and destination data will be not loaded. Page 98 of 170

99 It also give us the option to see the associated trains to the service definition when clicking on the service definition button. Cancellation: This button is located on the right side of the order code. This button calls the Booking Cancellations window in which it is possible to view and modify the code and description of cancelled orders. Grouped Orders When you click "Grouped Orders" button, the following window appears: Page 99 of 170

100 From the button Grouped Orders the generated orders are shown: Page 100 of 170

101 This window displays the grouped orders for the customer order. If the grouped orders of the order have a service definition with more than one train associated, instead of showing the name of the train, it shows "MISCELLANEOUS". By clicking the button located on the right side of this field, the user can view all the trains that are associated and the status of the order in each of them. The Generate Orders button is only available when the "Grouped Orders" checkbox is active. In order to generate orders, changes must be saved. The following window displays the orders generated for a certain period of time and for certain week days. Operations: This button is inside of the truck customer order record card,on the right of the Service Definition.Its functionality is to access to the details mode of the Operations of the Service Definition window. Page 101 of 170

102 Details mode of the Operations of the Service Definition window. Page 102 of 170

103 From the Income/Costs button the user can access can access this window: It shows the Booking Valuation data in two tabs, Income and Costs: Page 103 of 170

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106 7 Track & Trace Menu Page 106 of 170

107 7.1 Note/Notice Search The Wagon button enables the access to the following window that shows the Data of Railway Shipments. Page 107 of 170

108 7.2 Head Code Search Head Code Maintenance window. Manager field is mandatory. Buttons in the window Create: Creates a Head Code associated to a Manager. It also creates an Implementation Plan with the timetable of the Route of the Head Code. Delete: Deletes a Head Code. Edit: Modifies the data of a Head Code with the data associated to it. Details: Enables the user to view the data of the Head Code that is associated to a Manager and to a Railw. Adm. The Create, Delete, Edit and Details buttons will enable the access to the Trains Record Card window in which the maintenance of Head Codes of Railway Shipments can be carried out. The Train Record Card also enables to send a Request through Web Service from the Tops Timetable button which brings the timetable that is uploaded in TOPS and updates it in Anubis. Page 108 of 170

109 7.3 Search Wagon This process allows to find wagons according to different criteria. The Search Wagon option is accessed through the Track & Trace menu. Search Wagon Options This operating panel provides the previous step to the query or the selection of wagons by different criteria. From this panel the various lists of wagons can be accessed in order to find them by using different criteria. The following functionalities can be accessed from this operating panel: Wagon Park List This window shows the list of Wagons which are registered by the Technical Department in the Wagon File. Page 109 of 170

110 List of Wagons by Location This window shows a list of wagons which meet the selection criteria of the top of the window. These criteria are: Destination Station/Located: Station where the Wagon is standing or which it directs to. Destination Country/Located: Country where the Wagon is standing or which it directs to. Destination Territorial Division/Located: Territorial Division where the Wagon is standing or which it directs to. Destination City/Located: City in which the Wagon is standing on arrival or to which it directs to. Production Plans: Production Plan which currently contains the wagon. Wagon Status: Type of Status in which the wagon currently is (Standing empty, Standing loaded, loaded on the road, etc.) Wagon Type: Wagon Type Commercial / Production corresponding to the wagon. Wagon Subtype: Commercial Wagon Subtype / Production corresponding to the wagon. Wagon: Wagon number, to locate a single wagon. The data shown in the List are: Wagon Number, Wagon Type, Shipment, Status, Production Plan, Start Date, Destination Station/Located Page 110 of 170

111 Wagons at Garage This window displays the list of Wagons which currently are in garage and which meet the criteria of the top of the window. This window can be called in maintenance mode, in which case it displays the inputs and outputs of the Garage; or selection mode, to be used in the Process of Search wagon in which case it shows as many wagons as they have been selected. To Select, either mark the Check in the corresponding row or press the space bar being located in the corresponding row. A selected wagon appears in blue. Page 111 of 170

112 Garage Entry: Calls the window of Garage Entry. To use this option, first the garage has to be selected. Departures from Garage: Calls the window of Departures from garage. To use this option, first the garage has to be selected as well as the corresponding wagon list. Garage Movements: Calls the window of Garage Wagons movements. Wagons at Workshop This window presents a list of Wagons which currently remain in the Workshop and which meet the selection criteria at the top of the window. These criteria are: Country: Country where the workshop is located. Territorial Division: Territorial Division in which the workshop is located. City: City in which the Workshop is located. Workshop: Workshop Code The data shown in the List are: Number wagon Wagon type Status Type of the Wagon Workshop Entry Date Scheduled Date of Departure Page 112 of 170

113 If this window has been called in selection mode, as many wagons as desired can be selected. To Select, either mark the Check in the corresponding row or press the space bar being located in the corresponding row. A selected wagon appears in blue. List of Wagons at Station The upper part of the window shows the wagons standing or directing to a station. This window can be called in maintenance mode in which case the freight process or wagon shipment process can be checked; or selection mode, to be used in the Process of Search wagon in which case it shows as many wagons as have been selected. Page 113 of 170

114 List of Wagons at Head Code This window shows a list of wagons that are or have been in Head Code Railway and that meet the selection criteria. These criteria are: Railway Administration: Responsible for the head code. Head Code Type: To which it corresponds Head Code Station of Origin: From the head code Station of Destination: From the head code The data shown in the List are: Wagon number Shipment Station of Origin of the head code Station of Destination of the head code Head Code / Date / Notes If this window has been called in selection mode as many wagon as desired can be selected. Page 114 of 170

115 Wagons Assigned to Plans/Plan Groups On this screen the Plan or Plans Group assigned to wagons must be specified. A wagon assigned to a Plan or Group cannot be ordered nor used in a shipment of another plan or group. In this list, new wagons can be assigned (in maintenance mode). Page 115 of 170

116 Wagon Shipment List This window displays the wagon shipments that have been completed or are in progress. This window can be called in maintenance mode in which case the process of the wagon shipment is called (to issue, modify, cancel or view the details of the shipment), or in selection mode to be used in the process of Wagon Search, which returns as many wagons as have been selected. The window displays the wagon shipments that meet the selection criteria on top of the window. These are: Shipment Code: Railway shipment code. Wagon Number: Just to view the shipments of a particular wagon. Customer: Only to view the shipments for goods or paid empty wagons from that customer. Origin Station Destination Station Date Range: Shipment dates. These are not start and end dates. Page 116 of 170

117 This functionality is further explained in the section Wagon Shipments. Train Booking List Material Sheet Page 117 of 170

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119 7.4 Search Container This menu option enables the access to the Search Container window. The search of containers enables the access to the following options: List of Park of Containers Page 119 of 170

120 7.4.2 List of Containers by Status Page 120 of 170

121 7.4.3 List of Containers by Wagon Shipment List of Containers by Vehicle Shipment Page 121 of 170

122 7.5 Search V.I.N. This menu option enables the access to the window for the List of Movements and Information of Vehicles. The information shown on the window can be printed completely or just as a summary of, it can be also generate in Excel file format. Page 122 of 170

123 7.6 V.I.N. List This menu option enables the access to the List of V.I.N.s. The Print and Excel buttons located at the bottom of the window enable to print the information and/or generate an Excel file with it. The Edit buttons enable the modification of information of Shipments and/or V.I.N.s. Page 123 of 170

124 7.7 Search Wagons without Movement This window enables to search wagons without movements for a particular date range or starting from a particular date. We recommend the user to also introduce a wagon range so that it will not take too long to provide a result. It is possible to filter by entering the following data: Wagon Date since the wagon has not made movements Wagon Plate Number Production Unit Nomenclature Axles Number Place where the wagon is located (whether it is in the Iberian Peninsula or in any other place) The Print button shows a report with all these data. Page 124 of 170

125 7.8 Search Truck This menu option enables the access to the window for Information of Trucks. List of Truck Fleet Truck List by Status Page 125 of 170

126 Shipment List Truck Shipment Page 126 of 170

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128 7.9 Wagons at the Garage This menu option enables the access to the window with the information of wagons in garage. The buttons located at the bottom of the window show information on entries and departures from garage, current and previously. It is also possible to view the list of garage movements. The Print button enables to print the information shown on the window. Page 128 of 170

129 7.10 Doubled Shipments This menu option enables the access to the window with the information on doubled wagon shipments. Page 129 of 170

130 7.11 Axle Change Transfesa Shipments Page 130 of 170

131 Axles Changes to Third Party Load List Load List Page 131 of 170

132 Loading List Incidents Comments Summary Box Wagons Rental Opel Page 132 of 170

133 Axles Cycles Page 133 of 170

134 Axles Location in Chantier Axle Location History Page 134 of 170

135 Contributes Axles Location Axle Type/Wagon Type Page 135 of 170

136 Types of Axles that Open Cycle by Customer List of Wagons outside the Fleet Page 136 of 170

137 7.12 Tracking of Wagon History This option can be accessed from the Production domain, under the Track & Trace menu. This window shows the wagon data sorted by date or other criteria. The available options are: Information: Completed or Scheduled. Depending on the information shown on the Date columns (REAL- IZ or PREVIS), it will be the informed timetable or the planned timetable for the realization of plans. Workshop: Shunting Yard, Entry, Departure. The date indicates in this case: entry in Shunting Yard, Entry in Workshop or Departure in Workshop. The Status column indicates the operation carried out and the workshop where it was done. Rented Out Wagons: Completed, Standstill, and No Standstill. The Date column indicates the start of rental, and the Status column shows the end of the rental when necessary. Wagons Park: Suspension. In this case, it shows the date on which wagons that are not being used were suspended. Page 137 of 170

138 7.13 Container History This menu option enables the access to the window for the tracking of containers. Page 138 of 170

139 7.14 V.I.N. History This menu option enables the access to the tracking of V.I.N. This window shows the record data of a particular V.I.N. It is possible to print the information shown on the window or to generate an Excel file with it. Page 139 of 170

140 7.15 Interventions History Wagons Page 140 of 170

141 Containers Truck Page 141 of 170

142 Axles Page 142 of 170

143 7.16 Tracking Transport Wagons This window offers the possibility of printing the tracking of wagons after having entered a production plan, a customer and the dates from and to Trucks This window offers the possibility of printing the tracking of trucks after having entered a production plan, a customer and the dates from and to. Page 143 of 170

144 7.17 Wagon Movements This menu option enables the access to the window with the information of wagon movements. This window enables to view the details and modify a shipment and its load. It also enables to generate added costs and generate the information on Excel files or by printer. Page 144 of 170

145 7.18 Wagon with Train Order and Movements This menu option enables the access to the window with the list of train orders and wagon movements. This window shows the details of shipments and/or freight. Page 145 of 170

146 7.19 Container with Train Order and Movements This menu option enables the access to the window with the information of train orders and container movements. Page 146 of 170

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148 8 PickUp Sheets Menu Page 148 of 170

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150 9 PickUp Sheets 9.1 Route - Service Definition This menu option displays a list of Routes associated to Customers and Service Definitions. Please be aware that you must enter the Entity/Manager field in order to obtain the list. By using the buttons, it is possible to Add new routes and Delete existing ones. 9.2 PickUp Sheets With this menu option the user can access the PickUp Sheet Listing. Then, they will be grouped by Lots, as they need to be associated to a Lot. Page 150 of 170

151 Please be aware that in order to obtain the PickUp sheet Listing, it is mandatory to enter the Entity/Manager field. At the top of the window it is possible to filter the listing by Entity/Manager (mandatory), Route, Lots, Supplier, Customer, Loading Date, Loading Time, Customer Reference, and PickUp Sheets assigned or not to a lot. By pressing Select/Deselect All, it is possible to Select or Deselect the PickUp Sheet that appears in the listing. Once a PickUp Sheet has been selected, by pressing Assign or Unassign it is possible to include them or not in a previously created Lot. The Automatic Generation button assigns the PickUp sheets to the Lots automatically. This assignment process uses following criteria: Same Route, DUNS Code and Customer Reference Document. By pressing Generate Lot, the user can access the following window in order to create a Lot with Code, Container and Haulier. Once a Lot has been created, it is possible to assign it to one or various PickUp sheets. Page 151 of 170

152 9.3 Lots This menu option enables to view and edit Lots. It is not necessary to enter some filter criteria in order to obtain a list. It is possible to filter by the following criteria: Entity/Manager, Route, Lot, Supplier, Customer, Loading Date, Customer Reference and Issued or Not Issued Lot or display everything. Once the Lot has been issued, it is not possible to change the PickUp Sheet Lot. The option Select/Deselect all enables to select or deselect the Lots displayed in the listing. The option Create Lot creates the Lot manually and it can be assigned to the PickUp Sheets. The option Delete Lot deletes an existing Lot. The option PickUp Sheets displays in the following window the PickUp Sheets for the selected Lot: Page 152 of 170

153 If the lot has already been issued, it is only possible to access the Excel File with the details of PickUp Sheets. Page 153 of 170

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155 10 Glossary TERM Accrual Actual Agent Allocation Amendments Appraisal Approval, confirmation Arrival Assignment Berth Box Breakdown Business Line City/town Compound Consignment Consumption Container Contract County Crane Current Customer Customer invoice Customer self-invoice DESCRIPTION Moment on which the obligation of payment for a service arises. Used to emphasize something that is real or exists in fact. A person who is in charge of an agency for the management of external issues or to deliver some certain services. Assignment of the value of the product between the different factors of the production. Correction of something. In the railway sector, it is a rectification of the already paid freight, when it is necessary to make a discount in order to give back the excess collected. It confirms or accepts something. The act of reaching a destination. The act of assigning. Storage area of a ship. A container used to transport goods (with or without cover). Damage that prevents the functioning of a machine, installation, vehicle, etc. Internal division of a company (department, area) with economic capacity. Therefore, it can manage income and costs. Area on which a group of people lives. Yard for vehicle storage. Quantity of goods that are sent or delivered somewhere. The intake or use of something. Cost. A large metal receptacle whose types and dimensions meet some international standards and count with devices for easy handling. Final agreement, written or verbal, between parties that sets up the conditions of a certain service and whose compliance can be forced. Different divisions of a territory or State, usually dependent of an administrative authority. Also province. A tall machine with a long arm, used to lift and move heavy objects. Existing or being used at the moment. A person who receives the services of a professional or company. Invoice generated by Anubis to invoice services provided to the customers. Invoice generated by our customers in which they estimate the amount that should be invoiced to our entity. Page 155 of 170

156 TERM Damage Dangerous Dealer/concessionaire Delivery note (DN) Departure Destination Details Due date Edit Empty Forked trips Freight Freight collection Freight forwarder Freight note Gauge capability Geographical division Goods Handover Haulier Head code Idle Implementation Inbound Incident Intervention Invoice Invoice date DESCRIPTION Harm to assets. Being able or likely to do harm. The owner, operator, or holder of a concession. Company dedicated to sell automobiles to the final customer. Document that signs a person receiving goods. Act of starting a journey/course of action. End station or point on which a shipment ends. A button that shows the details of a record card. The date on or by which something, especially a sum of money, is owed or expected. The act of changing something. Container/wagon/truck which has no goods inside. Trip on which a main line bifurcates into two different lines. Loaded goods included in a transport service. The receiver of goods will pay for the transport of goods. An agent between the exporter/importer and the companies of the transport service. This agent organizes the link between the different hauliers and ensures of the continuity of the transport of goods through the different transport means. A document containing the data of a transport service and its load. Height and width specifications for a route. Administrative or geographical allocation. An item that is up for sale. The act of exchanging of something. The person or company in charge of transports. Train, set of wagons creating a group for the railway administration. Standstill. Time between an event and the next. For example, between the moment a wagon arrives at destination and the moment it is unloaded. To put something into practice. Incoming movement. An event that interrupts normal procedure. The act of intervening. Document with the list of objects or articles in a sale, remittance or commercial operation. Date on which the invoice is generated or created. Page 156 of 170

157 TERM Invoice issue date Invoicing centre Issued Issuer DESCRIPTION Date on which the invoice is issued (closed and officially created). It is created to allow a certain group of people to invoice services from one or more business units without giving access to the information of those business units such us contract terms and conditions, processes, etc. Sent to receiver. The sender of a message in a communication. Item 1. A single part or object of something (e.g. delivery). 2. An object for trade. Loaded Loading list/freight list More data Number plate Offer Operation Operation type Origin Outbound Payer Private siding Railway administration (Railw. Adm.) A truck or container laden with goods. Document with the list of goods to transport and their specifications. The option to view more information. Official registration number and plate in vehicles that indicates the identification number of vehicles. A proposal of a list of goods with a particular price and for a particular moment. Execution of a task. The different activities of a service definition. Example: collection, storage, rail movement, delivery, etc. Start station or point in a railway shipment. Outgoing movement. The company/person to whom the invoice is addressed in order to pay for a service. Track section derived from the main track used to store wagons, trains and locomotives. Public body in charge of the railway traffic. Reappraisal 1. To reconfirm something. 2. It is used to calculate manually costs or income of a contract. For example, it is used after retroactive price updates. Receiver Record Removal SAP account number SAP company ID SAP cost centre SAP customer number The person/company that receives the goods. Information or data on a particular subject collected and preserved. The deletion of something (e.g. information, item etc.) Accounting code to identify income and costs. Code of a trading partner. It is provided by DB to its affiliates to consolidate financial figures. Accounting code for a certain business line, which is required for all profit and loss account postings. It is similar to Anubis business line concept. SAP code for a certain customer. It is similar to Anubis customer number concept. SAP internal order number Accounting code for a certain kind of service such as Rent, Rail traffic, Road traffic, Administration Fee, etc. It is required for all profit and loss account postings. It is similar to Anubis service code concept. Scheduled Self-invoice Sender Service code A planned timetable. A customer designed invoice that stands in accordance with the supplier. Person or company that sends something. Set of services able to provide/ receive. It includes the different operations that will be in- Page 157 of 170

158 TERM Service date Service definition Service requirement Shipment Shipping order Spare part Stacks Supplier Supplier invoice Supplier self-invoice Swapbody Terminal Track gauge V.I.N. V.I.N./Chassis Valuation Vehicle data Vessel Wagon Warehouse Work report Workshop DESCRIPTION voiced. Example of service codes: collection, main transport, maintenance, administration, rent, etc. Date on which the service execution ends. Concept to differentiate the features of a transport (origin-destination, mode of transport, income and costs, customer, etc.) This concept enables to enter the transport data for a customer under the requirements set by the company (goods types, business lines, divisions, countries, etc.) Transport of goods. A request for transporting goods or for a service. Pieces for maintenance of wagons. An orderly pile, especially one arranged in layers. A person or company that provides a particular service or commodity to another group, association, etc. Invoice generated by the supplier for services provided to our entity. Invoice generated by Anubis based on production information to estimate the cost that a supplier will invoice to our entity. A mobile freight container that is used to transport goods via road/rail. A point or station usually at the ends of the line of a railway, or public transport. The width between tracks. Vehicle identification number. The frame of a vehicle, sometimes including the Vehicle Identification Number (V.I.N). An assessment or estimation of the worth, value of the income and costs in the system. Descriptive Technical Sheet of a vehicle (own code of the manufacturer of vehicles). A large ship used for transport of goods. Also freighter. Freight carriage that runs on tracks. Building or installation where goods are stored. A document that enables the tracking of hours, services and materials spent for the realization of a task. Installation dedicated for repairing rolling stocks or vehicles. Page 158 of 170

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160 11 Getting Started with the Application 11.1 System requirements Supported Operating Systems: Windows XP, Windows Vista, Windows 7, Windows 8 Desktop, Windows Server Processor: A Pentium MHz or faster processor. RAM: at least 256MB of physical RAM recommended, Windows XP minimum is 128MB RAM. Hard Disk: 124 MB of free disk space. Display: 1280 x 1024, 256 colours (Minimum); 32-bit (Recommended) Network connection required. Web browser Internet explorer 7 or higher Java Virtual Machine (JVM), Version 6 update 18 or higher. Never update to version 7. Fonts: FRE3OF9X.TTF and FREE3OF9.TTF (See "Special Technical topics/required Fonts" ) Ports: 80,7001,9001,9002 tcp in both directions, there is no need to open ports when used in the intranet Installing Java (JVM) Installation Never update JVM to version 7 or higher. If the machine we are using does not have Java installed, on Anubis first boot you will be given the choice to download and install it. Page 160 of 170

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162 It can also be freely downloaded at During the first execution of Anubis several files will be copied to the local system in the Java Installation folders ((i.e.: C:\Program Files (x86)\java\jre6 y C:\Program Files (x86)\java\jre6\bin). Therefor it may be necessary to provide the user with write permissions to those folders. See User permissions appendix Special Technical topics User permissions On Anubis first boot, several files are locally copied. If the user does not have the required permissions these notices will appear. Page 162 of 170

163 To fix these errors, the user requires to have write permission to the directory:.. \Program Files (x86)\ Java Use Windows Explorer to access the folder:.. \Program Files (x86)\ Java \ Right-click on the folder "jre6" and select "Properties". Select the "Security" tab. then select the user in "Group or user names" and click "Edit". Page 163 of 170

164 Check in the "Allow" box "Write" and then "OK". Page 164 of 170

165 Language change Anubis is a multilingual tool. To select a language other than your browsers default language complete the following steps. Select Tools/ Internet options Internet options/general/language, on the window /Language Preference/Add and then Move up the chosen language to the highest position. Page 165 of 170

166 Required fonts In order to create bar codes in some Anubis reports, the system requires these Fonts installed: Free3of9.TTF Fre3of9x.TTF The absence of these fonts in the system will make some reports to show characters instead of bar codes. To install the fonts, click them on them with right mouse button and select "Install" Local area network setup in Transfesa's computers. Should be the computer within Transfesa's local network you may need to make some adjustments in your connection settings. Tools/ Internet options Internet options/ Connections/ Local Area Network (LAN) Settings Page 166 of 170

167 In case the Proxy Server checks are activated, proceed as follows. (If they are not activated it is not necessary any configuration change). "Advanced / Exceptions" where we add "anubisg3" If there is no previous exception, adding "anubisg3" would be enough, in case some exception already exists, it will be necessary to separate the new one from the existing ones with " ; "semicolon.. Page 167 of 170

168 This setup enables better performance of the application, since it doesn't need to go through proxy validations. CONNECTION LINK within Transfesa's network (From CDM / TDL Offices) Special browser configuration Anubis is a multilingual tool. By default it will use the browser selected language. In case you need to change it, see "Special technical topics/ Language change" Security/ Trusted sites In order to run the application without browser security warnings, it is advisable to add Transfesa's http address as a trusted site. Follow these steps: Tools/ Internet options Page 168 of 170

169 Internet options/ Security/ Trusted sites/sites and Add as a trusted site Pop-up Blocker In order to avoid the browser from blocking necessary Anubis pop-up Windows it is recommended to add anubisg3.transfesa.com as an exception. Please follow these steps: Tools/Internet options Page 169 of 170

170 Internet options/privacy/pop-up Blocker/Settings In Pop-up Blocker Settings, add anubisg3.transfesa.com to the list of addresses to allow, then click Add. Contacting user support Page 170 of 170