Carrier User Guide. JDA Transportation Manager Freight Auction. Release

Transcription

1 Carrier User Guide JDA Transportation Manager Freight Auction Release

2 Legal notice Rights to the content of this document Copyright JDA Software Group, Inc. All rights reserved. Printed in the United States of America. Reproduction of this document or any portion of it, in any form, without the express written consent of JDA Software Group, Inc. ("JDA") is prohibited. These materials are protected by the Copyright Act of 1976, as amended, as an unpublished work and the foregoing notice and legend shall not be deemed to constitute publication or an intent to publish thereunder. These materials are proprietary and confidential information of JDA and may be disclosed and used only as authorized in a signed, written agreement controlling such disclosure or use. The fact that a particular name or logo does not appear on this notice does not constitute a waiver of any intellectual property rights that JDA has established in any of its products, feature or service names, or logos. Trademark, Registered, and Service Mark notices JDA is a registered trademark of JDA Software Group, Inc. JDALearn is a service mark of JDA Software Group, Inc. Oracle and Java are registered trademarks of Oracle and/or its affiliates. SAP and SAP HANA are trademarks or registered trademarks of SAP SE in Germany and in several other countries. Microsoft, Encarta, MSN, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other product names and company names may be the trademarks/service marks or registered trademarks/service marks of their respective owners. Throughout this document, certain designations may be used that are trademarks that identify the goods of third parties. Although this document attempts to identify the particular trademark owner of each mark used, the absence of a trademark symbol or other notations should not be taken as an indication that any such mark is not registered or proprietary to a third party. Use of such third-party trademarks is solely for the purpose of accurately identifying the goods of such third party. The information contained herein is subject to change without notice. Modifications to the contents of this document JDA reserves the right, at any time and without notice, to change these materials or any of the functions, features, and specifications of any of the software described herein. JDA shall have no warranty obligation with respect to these materials of the software described herein, except as provided in the JDA software license agreement with an authorized licensee. Rights to the functionality of this document Described functionality may not be available as part of a customer's maintenance agreement or the JDA Investment Protection Program. New features and products are subject to license fees. JDA warranty and support obligations apply only to the documentation as delivered by JDA, and are void if the documentation is modified or supplemented by anyone other than JDA. This document embodies JDA valuable trade secrets, is confidential to JDA, and must be kept in confidence and returned upon the expiration or termination of your JDA license agreement. You are not permitted to copy, extract, distribute, transfer, or share the contents of this document with anyone except authorized individuals within your organization. Technical documentation NOTICE: This design or technical documentation is supplied as a courtesy only and does not form part of the "Documentation" as defined in your JDA license agreement. This design or technical documentation is supplied in the English language only and is supplied "as is" and without warranties. JDA, at its discretion, may choose to offer this document in additional languages, but is under no obligation to do so. JDA undertakes no obligation to update this design or technical documentation. Patents This product may be protected by one or more United States and foreign patents. Please see the JDA Patents website (

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4 Table of Contents Chapter 1. Introduction... 1 Related documentation... 1 Get additional help from JDA... 1 Chapter 2. Freight Auction overview... 3 User hierarchy... 3 Chapter 3. Workflow... 4 Freight Auction tab... 4 View available bid loads... 4 Accept and place a bid... 4 Decline a bid... 5 Bid Status tab... 5 View bid status... 5 Acknowledge a bid result... 5 Reverse a bid action... 5 Bid History tab... 6 General features... 6 View bid load details... 6 Filters and search... 7 Refresh... 7 Customize the search results... 7 Export to Excel... 7

5 Introduction Chapter 1. Introduction This document provides information for the Carrier user of JDA Transportation Manager Freight Auction. Related documentation For information on any new or updated functionality in Transportation Manager, see the Transportation Manager Release Notes. Get additional help from JDA In addition to the provided documentation, many additional resources are available to help you understand and work with your JDA applications. Note: The services provided may vary by application and implementation. JDA Support Services JDA Support Services enhances your experience with JDA solutions throughout the lifetime of your relationship with JDA Software. Support Services provides many key values, including: Worldwide support provided locally for issue resolution, including functional and technical assistance Defined service levels and proactive escalation paths Special Interest Group (SIG) membership Access to new software releases Access to the JDA Customer Support website ( which provides: Self-service user administration Online knowledge base Online case management and user communities Product documentation and release announcements JDA Education Services To enhance the return on your JDA solution investment, JDA Education Services provides options to optimize your experience and knowledge. JDA Education Services offers high-quality training with e-learning and instructor-led training opportunities. JDA Education Services also offers the JDA Certification Program, which defines a curriculum that maximizes your knowledge and qualifications for a specific job. Certification programs employ a blend of learning methods that end with an industry-recognized exam. See the JDALearn website ( for more information. JDA Consulting Services JDA Consulting Services provides a broad range of services, including: Process definition and improvement Change management Program and project management JDA Transportation Manager Freight Auction Carrier User Guide 1

6 Introduction Functional and technical consulting Performance engineering Solution delivery Every solution deployment begins with the JDA Enterprise Methodology, which encompasses both technology and implementation expertise. JDA Consulting Services works collaboratively with you to help your business realize the results you need, on time and on budget. JDA Cloud Services JDA Cloud Services enables you to achieve faster deployment, rapid time to value, investment protection, and improved cost structure with JDA supply chain solutions. This allows you to focus on your core business while JDA manages the JDA applications. Areas of specialty include: Solution availability management Performance management Issue resolution Change management Security management Optimization and analytics management For more information on any of the JDA Services, see the JDA Services website ( JDA Transportation Manager Freight Auction Carrier User Guide 2

7 Freight Auction overview Chapter 2. Freight Auction overview The Freight Auction module, developed using the Agile Business Process Platform (ABPP), facilitates the publication of loads created in Transportation Manager (TM) to a private auction. Carriers previously set up in TM are invited to bid on these loads as an adjunct to the load tender process. In a Base Contract Auction, a carrier can only accept a load based on the price previously specified through the appropriate contract in TM. In an Adjusted Contract Auction, a carrier can accept a load based on a proposed adjustment to the price specified through the appropriate contract in TM. This proposed adjustment could be a discount or a surcharge, depending upon current market conditions. For example, a carrier can accept a load for less than the regular price in a highly competitive market but for more than the regular price if a capacity shortage exists. Loads sent to Freight Auction are made available for bidding within a series of pre-defined rounds, with bids assessed at the end of each round. Additionally, in the case of a Base Contract Auction, a bidding round is terminated immediately if a load is accepted by the preferred carrier (this refers to an internal ranking of all carriers, to whom the load has been offered). Carrier users access Freight Auction through the web interface and bid on any of the loads that are offered to them and monitor the status of bids previously placed. This is managed in the Carrier view using the Freight Auction, Bid Status, and Bid History tabs. Employee users access Freight Auction through a web interface and can review carrier bids as required. They can also override the bid assessment process and manually award a load to a specific carrier or even remove a load from the Freight Auction. This is managed in the Employee view, using the Freight Auction, Awaiting Auction, Awarded Loads, and Bid History tabs. Administrator users set up the Freight Auction system. They also manage the auction configuration and user roles. After a load has been awarded to a carrier it is removed from Freight Auction and tendered to the winning carrier in TM. All Freight Auction data is retained for the purpose of history or analysis based on the configuration settings. User hierarchy Freight Auction supports the following types of carrier users: Primary carrier Secondary carrier Visitor carrier - primary or secondary A primary carrier can be defined with or without associated secondary carriers, and has access and permissions to act on bid loads available to associated secondary carriers in addition to the primary carrier's own bid loads. A visitor carrier (primary or secondary) has permissions only to view bid or load data and is not authorized to take any action. The action buttons on the Freight Auction pages are not available to a visitor carrier. JDA Transportation Manager Freight Auction Carrier User Guide 3

8 Workflow Chapter 3. Workflow Select Freight Auction Carrier View > Carrier View in the Transportation Manager navigation pad. The Freight Auction service is displayed. Note: The Transportation Manager navigation pad link to Freight Auction may differ from the one specified in this document. Consult your system administrator for more information on accessing Freight Auction through Transportation Manager. Freight Auction has the following tabs: Freight Auction (on page 4) Bid Status (on page 5) Bid History (on page 6) The following sections describe the actions that you can perform on each tab. The general features provided on all tabs are described in General features (on page 6). Freight Auction tab This tab lists bid loads that are currently available to you or your secondary carriers (if you are a primary carrier) for bidding. Note: When an Auction Configuration is inactive or an Auction Site is closed for business, the associated available bid loads are not visible. View available bid loads 1. Select Freight Auction Carrier View > Carrier View in the TM navigation pad. The Freight Auction page is displayed. 2. Select a saved search or use search filters to limit the list of bid loads. See Filters and search (on page 7). The available bid loads are listed under Search Results. 3. View bid load details (on page 6) as needed. Accept and place a bid 1. Select Freight Auction Carrier View > Carrier View in the TM navigation pad. The Freight Auction page is displayed. 2. Select a saved search or use search filters to limit the list of bid loads. See Filters and search (on page 7). 3. Select the loads of interest. 4. Specify the Rate Adjustment in terms of the positive or negative difference amount, if you are accepting an adjusted contract load. You can set Rate Adjustment to zero to accept the bid at the default rate. Note: The value under the Round Ends (Minutes) column specifies the time remaining before the bidding round end and evaluation of accepted bids. 5. Click Accept/Place Bid. A confirmation message is displayed. Note: When you accept an available Bid Load, it moves from the Freight Auction tab to the Bid Status tab. JDA Transportation Manager Freight Auction Carrier User Guide 4

9 Workflow Decline a bid 1. Select Freight Auction Carrier View > Carrier View in the TM navigation pad. The Freight Auction page is displayed. 2. Select a saved search or use search filters to limit the list of loads. See Filters and search (on page 7). 3. Select the bid loads of interest. 4. Click Decline. A confirmation message is displayed. Note: When you decline an available bid load, it moves from the Freight Auction tab to the Bid Status tab. Bid Status tab All loads that you have either bid upon or declined are initially listed in this tab along with their current status. Loads that are then awarded to you are displayed on this tab until they are acknowledged by you or by the auto-acknowledgement process. Additionally, bids placed by you that are rejected are displayed on this tab until they are acknowledged by you or by the auto-acknowledgement process. View bid status 1. Select Freight Auction Carrier View > Carrier View in the TM navigation pad. The Freight Auction page is displayed. 2. Click the Bid Status tab. 3. Select a saved search or use search filters to limit the list of bid loads. See Filters and search (on page 7). The Bid Loads that match your search criteria are displayed with their current status. 4. View bid load details (on page 6) as needed. Acknowledge a bid result You can acknowledge bid results for the bids that you have placed that are in an Awarded or Rejected state. You cannot acknowledge a bid if it is in Pending state. After you acknowledge a bid result, the corresponding bid load moves to the Bid History tab. 1. Select Freight Auction Carrier View > Carrier View in the Transportation Manager navigation pad. The Freight Auction page is displayed. 2. Click the Bid Status tab. 3. Select a saved search or use search filters to limit the list of bid loads. See Filters and search (on page 7). 4. Select the bid loads of interest. 5. Click Acknowledge. Reverse a bid action You can reverse a bid action as long as the bid load has not yet been awarded. After you reverse a bid action, the bid load moves to the Freight Auction tab. 1. Select Freight Auction Carrier View > Carrier View in the TM navigation pad. The Freight Auction page is displayed. 2. Click the Bid Status tab. JDA Transportation Manager Freight Auction Carrier User Guide 5

10 Workflow 3. Select a saved search or use search filters to limit the list of bid loads. See Filters and search (on page 7). 4. Select the bid loads of interest. 5. Click Reverse Action. Bid History tab The Bid History tab lists all bid loads offered to you or your secondary carriers, that are no longer available for bidding. This data is for historical reference only. No action can be performed against any bid loads displayed on the Bid History tab. The Bid History tab displays: Bid loads to which you did not respond Bid loads that were removed from auction Bid loads that you acknowledged manually on the Bid Status tab Bid loads that have been acknowledged automatically based on the auto-archive setting at the system level You can use the search and filter options to limit the list of bid loads. See Filters and search (on page 7). You can also View bid load details (on page 6) associated with the bid loads that were awarded to you or your secondary carriers. General features View bid load details The bid load details may vary from those displayed in Freight Auction, because these are current whereas the details displayed in Freight Auction are set at the time when the load is sent to the Freight Auction system. In case of significant differences, it is possible that the load is removed from Freight Auction and resubmitted by the sending system. 1. Use a saved search or search filters to limit the list of bid loads. See Filters and search (on page 7). 2. Click the Load ID hyperlink. The following bid load details are displayed in a new window: Load Details: Identifies the load and displays summary information, such as the number of shipments, total weight, total volume, and number of stops in transit. The load level reference numbers and an overview of the load itinerary also are displayed. Stop Details: Provides a detailed review of the load itinerary. Summary information for each stop is displayed, including the number of pieces picked or dropped, number of pallets picked or dropped, and total weight picked or dropped. It also displays a list of all shipments picked or dropped at the displayed stop. You can navigate from the displayed stop to the previous or next stop by clicking the appropriate button. You can review a specific stop on the itinerary by selecting the stop from the available drop-down list. Shipments: Displays all shipments on the load, regardless of the stop from or to which these are picked or dropped. Detailed information about each shipment is displayed, including the Pick Stop Number and Drop Stop Number. JDA Transportation Manager Freight Auction Carrier User Guide 6

11 Workflow Filters and search Freight Auction allows you to filter the list of records displayed on any tab by specifying search criteria. Note: The Carrier Name drop-down list is available on the Filters page only if you are a primary carrier and have secondary carriers associated with you. Advanced Search Advanced Search allows you to specify more detailed search criteria, including user-defined fields as configured at the system level. Click to access the advanced search options. Note: The Save a search icon is displayed on the Filter page if you have applied advanced search options. You can save search criteria for future use. 1. Specify the search criteria in the Filters pane or on the Advanced Search page. 2. Run the search. 3. Enter a name for the search in the Save this search as field. 4. Click Save. Note: Specify a unique name for each search criteria. If you specify an existing name, the previous saved search is overwritten. To view a list of existing searches, see Manage Searches (on page 7). You can directly apply the search criteria by selecting the saved search in the Select Saved Search drop-down list. Manage Searches 1. Click Manage Searches in the Saved Searches pane. The Manage Searches page is displayed. 2. Select the check box next to the saved search to manage. 3. To rename the search, enter a new name under the New Search Name column and click Rename to save the changes. 4. To delete a search, click Delete. 5. To view the search properties, click Properties. Refresh Click to refresh the page that you are viewing. Customize the search results Click to customize the display of search results. Export to Excel Click to export the current search results to an Excel spreadsheet. JDA Transportation Manager Freight Auction Carrier User Guide 7