ELIS. (Eusu Logistics Information System) Visibility System SEP, 2016

Transcription

1 ELIS (Eusu Logistics Information System) Visibility System SEP,

2 Contents I. System Introduction 3 II. Log-In & System Layout 11 III. Order Visibility 14 IV. Booking Visibility 17 V. Sea Visibility 25 VI. Air Visibility 55 VII. Warehouse Visibility 78 VIII. Document Visibility 92 2

3 I. System Introduction 3

4 1. Visibility System Overview (1/2) I. System Introduction HJL Customer Portal gives a various shipment status and tracking information in real time in order to support optimized logistics process of our customers. Order/Doc Visibility Order Mgmt. Customer PO Mgmt. Sea/Air document Tracking Visibility Tracking, Irregularity Mgmt. In-transit Inventory Mgmt. Forecasted Inventory Mgmt. Warehouse Visibility Cargo In/Out Mgmt. Inventory Aging Mgmt. Current Inventory Mgmt. Supply Chain Integrated Visibility Customer Portal System Tracking Event 4 Event Booking POL T/S 1,2,3 POD CY 1,2,3 DEL Milestones Order receipt, Booking completion Gate-in at loading port, Departure at POL Arrival at T/S port, Departure at T/S port Arrival at POD, Terminal out for delivery Arrival at inland CY, Departure (Rail/Truck) Arrival at final destination

5 1. Visibility System Overview (2/2) We provide customized visibility system based on requirements of each customers. Visibility 6 Fields Customer Main Function 1 Order Customer A Tracking Information 2 Booking In-transit Inventory 3 Sea Customer B Stock Aging 4 Air 2 4 Document Management 5 Warehouse Customer C Exception Service 6 Doc & Report Customizing Fields KPI Management 5

6 2. Milestones I. System Introduction All tracking information is updated in our visibility system by manual input or EDI. (PO to Final destination) Sea Origin Transit Destination Procedure Order Booking Trucking Terminal Shipping Unloading C/C Trucking Arrival Data in VIS PO, Item HBL, ETD/ETA Pick up ATD POL Gate In POL ATD POD ATA Customs Clearance CY ATD DEL ATA Data method OMS / Customer EDI FMS / VIS / Carrier EDI VIS / Carrier EDI Air Origin Transit Destination Procedure Order Booking Trucking Shipping Airport C/C Trucking Arrival Data in VIS PO, Item HBL, ETD/ETA Pick up ATD POL ATD POD ATD Data method OMS / Customer EDI FMS / VIS VIS Customs Clearance Truck ATD F.DEST ATA 6

7 3. Data Flow to Visibility I. System Introduction Global Single Data Hub is connected with shipping by EDI, and interacts with HJL System and allows clients to the customized service. Discharging Port FMS House BL HBL/HAWB Info. Vessel, Container Info. POL ETD, POD ETA, DEL ETA (Estimated Date) OMS PO Supplier Booking Purchase Order Supplier Booking Cargo Receiving Container Load Plain VIS Tracking Cargo Tracking (Estimated/Actual Date) W/H Web Booking Document Upload & Download Data Hub (OMS) WMS Inventory Cargo In/Out Inventory Aging Current Inventory EDI Visibility Customer EDI - Booking, PO Info. - W/H Booking, Inventory Carrier EDI - Cargo Tracking 7

8 4. Main functions I. System Introduction Integrated Visibility System provides various functions such as Order Visibility, Tracking Visibility, Warehouse Visibility and Customized report. Order Visibility Cargo Status starting from Order Receipt to Completion of Delivery Order progress by item, PO and container No Tracking Visibility Tracking information of arrival & departure including exception. EDI connection with Liners. Warehouse Visibility W/H inventory by item Cargo In & Out Customized Report User defined report function Auto- ing function 8

9 5. Introduction of System Menu (1/2) I. System Introduction Order Sea Booking PO Management Customer PO Search Customer PO Details Supplier Booking Supplier BKG Search Supplier BKG Detail W/H Web Booking In-Booking Search In-Booking Request(Web Only) Out-Booking Search Out-Booking Request(Web Only) Track Mgmt (Internal) Tracking Mgmt (Multi) Tracking Mgmt Tracking Mgmt by PO Sea Optional Field Mgmt Tracking Tracking List by PO Tracking List by CNTR Tracking List by Item KPI (Internal) Sea Tracking KPI Data Missing Carrier Status Report Inventory Current Inv By CNTR Current Inv By Item Forecast Inv By CNTR Forecast Inv By Item CY Inventory CY Inventory Detail Exception Exception List Summary Lead Time Summary Exception Summary Cargo Receiving Cargo Receiving Search Cargo Receiving Detail Container Container Search Container Detail 9

10 5. Introduction of System Menu (2/2) I. System Introduction Air Warehouse Track Mgmt (Internal) Tracking Mgmt (Multi) Tracking Mgmt KPI (Internal) Air Tracking KPI Tracking Tracking List by HAWB Tracking List by Item Inventory Current Inv by Item Forecast Inv by Item Exception Exception List Exception List by Item Summary Lead Time Summary Exception Summary W/H Transaction Inbound Search Outbound Search Inbound & Outbound Search Transloading Search Inventory Inventory by Item Inventory by LOT Inventory by Location Aging Search Safety Inventory Monitoring Master Info Item Search Kitting History Doc & Report Report Mgmt(Internal) Report Form Setting Customized Report Document Doc Upload&Download Sea Document List Air Document List Sea Doc. Status List Information Our Service Freight Forwarding IT Service Project Cargo Contract Logistics HJL Network Global Network News & Notice 10

11 II. Log-In & System Layout 11

12 1. Log-in & System Layout II. Log-In & System Layout Cargo Tracking without login System access will be registered & controlled by Visibility System Admin. 12

13 2. Main page II. Log-In & System Layout Manual Main Menu Sub Menu User Group - Common : Internal User for Tracking Management - Other user group : Group by Contract No, Customer code Operation Part 13

14 III. Order Visibility 14

15 1. Customer PO Search III. Order Visibility You can search the customer PO list that the customer sent to HJL. - When you click the order no, you can find the PO detail information. * VIS > Order > PO Management > Customer PO Search System can retrieve up to 3000 lines at once Page will be separated in case of more than

16 2. Customer PO Details III. Order Visibility You can search customer PO details (PO No, Item, Optional field, Document detail). - In this screen, you and your customer can update comment. * VIS > Order > PO Management > Customer PO Details Function to communicate with customers. If customers want to specific data, we can provide optional fields. 16

17 IV. Booking Visibility 17

18 1. Supplier Booking Search IV. Booking Visibility Searching the supplier booking list. - Vendor Portal for buyer s consolidation in the 1 st stage. - When you click the supplier booking no, you can find the detail information. * VIS> Booking > Supplier Booking > Supplier Booking Search 18

19 2. Supplier Booking Details IV. Booking Visibility You can search supplier booking details. - Booking no, PO/Item, optional filed, document details - When you click Doc upload button, you can go to Document upload&download screen. * VIS > Booking > Supplier Booking > Supplier Booking Details Link to the Document upload&download screen 19

20 3. Warehouse Web Booking Process Instructing the booking order to warehouse(wms) by Visibility System. Usual method Customer Warehouse Booking Warehouse Web Order method Customer VIS Warehouse Booking WMS Warehouse VIS In-Booking Request (Web Only) Out-Booking Request (Web Only) WMS Inbound Booking Management Outbound Booking Management ** Entered data in VIS by Customer saved into each menu of WMS as above table. 20

21 4. W/H Inbound Booking Search IV. Booking Visibility Searching the inbound booking order which instructs to WMS. - User can t search the inbound booking order that created by WMS. - This is limited to the data created by VIS. * VIS > Booking > W/H Web Booking > In-Booking Search 21

22 5. Warehouse Inbound Booking Request IV. Booking Visibility Customer can request directly the inbound booking to warehouse in this page - Entered data in this page is saved 'Inbound Booking Management' of WMS. - If Inbound process of the booking start in WMS, user can t modify(or cancel) the inbound booking data. * VIS > Booking > W/H Web Booking > In-Booking Request (Web Only) Quick Search Condition Master Information of Inbound Booking Detail Information of Inbound Booking 22

23 6. W/H Outbound Booking Search IV. Booking Visibility Searching the outbound booking order which instructs to WMS. - User can t search the outbound booking order that created by WMS. - This is limited to the data created by VIS. - If user-created data is deleted in WMS, Status of the data is Reject. And If customer deleted his booking data from VIS, Status of the data is Cancelled. * VIS > Booking > W/H Web Booking > Outbound Booking Search 23

24 7. Warehouse Outbound Booking Request IV. Booking Visibility Customer can request directly the Outbound booking to warehouse in this page. - Entered data in this page is saved Outbound Booking Management' of WMS. - If Outbound process of the booking start in WMS, User can t modify(or cancel) the Outbound booking data. - When requested outbound booking, User can use only an Item code registered in WMS. * VIS > Booking > W/H Web Booking > Out-Booking Request (Web Only) 24

25 V. Sea Visibility 25

26 V-1. Internal User 26

27 1. Sea Tracking Management(Multi) V. Sea Visibility You can update cargo tracking of sea shipment in this screen. - After users created HB/L data in FMS, they can see shipments and cargo tracking data in this screen. - You can search and update tracking data per container. * VIS > Sea > Track Mgmt (Internal) > Sea Tracking Management (Multi) Quick search You can search data by specific number. (Container No, HBL No, MBL No) 27

28 1. Sea Tracking Management(Multi) V. Sea Visibility 1) Search Option Seq Condition Description 1 Period (Mandatory) Select POL ETD/ATD, POD ETA/ETD 2 Consignee/ Shipper Choose consignee or Shipper 3 Container info. If you select No, you can search data which won t updated container info. 4 POL/POL Nation Select loading port. Also can choose loading port nation. 5 POD/POD Nation Select discharging port. Also can choose discharging port nation. 6 DEL/DEL Nation Select final destination. Also can choose final destination nation. 7 BL TYPE/Load to BL Type - Own Hose B/L, Bypass B/L, Load To - other FWD(Co-load), Liner 8 Carrier/Carrier Group Choose specific carrier or carrier group. 9 Vessel Enter specific vessel. 10 Status Select shipment movement status. 11 Exception Select exception status (yes or no). 12 Contract ID (Mandatory) Select your contract ID of your customer. 28

29 1. Sea Tracking Management(Multi) V. Sea Visibility 2) Handling fuction (Form Setting) - We provide many tracking events. So you can choose needed columns using form setting function. How to add a new form setting (1) Click NEW (2) Define Form Name (3) Select the item on the left and move to the right part (4) Save (5) Select form name in My form column and click Use Form button. (6) Close Fix : Freeze Pane 29

30 1. Sea Tracking Management(Multi) V. Sea Visibility Step1) Check search conditions. 1 - Select period type and date (POL ETD, POL ATD, POD ETA, POD ATA) 2 - Input Contract ID Step2) Click Search button. 3 - You can search tracking list by Container base 1 3 * VIS > Sea > Track Mgmt (Internal) > Sea Tracking Management (Multi) 3 Input Contract ID 2 30

31 1. Sea Tracking Management(Multi) V. Sea Visibility Step3) Check Shipment & tracking information. - Link to MB/L, Link to HB/L LINK TO MB/L LINK TO HB/L A certain tracking event related to Ocean movement will be updated to all the shipment under the selected Master B/L. Click on the H B/L Number to show check B/L. 31

32 1. Sea Tracking Management(Multi) V. Sea Visibility Step3) Check Shipment & tracking information. - Click on the Container Number to show whole shipment progress. LINK TO Container Shipment Information Image of shipment progress (Current status & event time displayed in color) Event history for shipment milestones. 32

33 1. Sea Tracking Management(Multi) V. Sea Visibility Step4) Event Date Update & History - You update event date and search tracking history. DATE INPUT FORMAT : YYYYMMDDHHMM Tracking History to show by whom, what, and when the event date was updated 33

34 1. Sea Tracking Management(Multi) V. Sea Visibility Step5) Update Exception info. - When you click Exception column, you can see exception management pop-up window. - You can update exception type, reason, event date and location. 34

35 2. Sea Tracking Management V. Sea Visibility You can search & update cargo tracking of selected one container. - If you want to add tracking event, you have to click Add button. - Select tracking event code and input location, event date. * VIS > Sea > Track Mgmt (Internal) > Sea Tracking Management Click Add button in order to add new tracking event. Select tracking event code. Input location & event date DATE INPUT FORMAT : YYYYMMDDHHMM 35

36 V-2. Customer 36

37 3. Tracking > Tracking List by Container V. Sea Visibility You can search tracking list by Container base. - You can inquire about tracking list according to POD ETA /ATA, POL ETD/ATD, DEL ETA. - Any shipment with exception will be displayed in red background. * VIS > Sea > Tracking > Tracking List by Container 37

38 3. Tracking > Tracking List by Container V. Sea Visibility 1) Click on PO NO - Click on the PO Number to show all shipments with the same PO Number in a pop-up screen 2) Click on HB/L No - Click on the House B/L Number to show check B/L. 38

39 3. Tracking > Tracking List by Container V. Sea Visibility 3) Click on Container No - Click on the Container Number to show whole shipment progress. - Section 1: Shipment information - Section 2: Image of shipment progress (Current status & event time displayed in color) - Section 3: Item Detail & Event history Section 1 Section 2 Section 3 39

40 3. Tracking > Tracking List by Container V. Sea Visibility 4) Click on Y in Exception column - Click on Y in Exception column to show details of exceptions. 5) Current Status Status type Factory Out On the Sea T/S (Location) CY Inventory (Location) In Land(Rail/Truck) Finish Description From Booking To Onboard (Before POL ATD) Shipment location on the sea - From POL ATD To T/S Port ATA, From POL ATD To POD ATA - From T/S Port ATD To POD ATA Shipment location at T/S Port - From T/S Port ATA to T/S Port ATD Shipment location at destination Terminal or inland CY - From CY Gate-in To CY Gate-out Shipment location on the road of destination by truck or rail - From CY Gate-out To CY (or Rail ramp) Gate-in - From CY Gate-out To Final Delivery Shipment location at final destination - Door Term : DEL ATA, CY Term : POD ATA 40

41 4. Tracking > Tracking List by Item V. Sea Visibility You can search tracking list by Item. - If you want search specific item for tracking, simply type the item name in the item field what you want. - Other functions are the same as tracking by container menu. * VIS > Sea > Tracking > Tracking List by Item 41

42 5. Inventory > Current Inventory By Container V. Sea Visibility This screen shows current in transit inventory by container base. - Basically inventory is sorted by destination. - It provides variety of search conditions such as POL, POD, DEL, Shipper/Consignee. * VIS > Sea > Inventory > Current Inventory By Container How many containers are moving at origin now? How many containers are moving on the sea now? How many container are staying at T/S port? How many containers are staying at destination CY? How many containers are staying at destination now? How many containers are on transportation to destination now? 42

43 6. Inventory > Current Inventory By Item V. Sea Visibility This screen shows current in transit inventory by Item. - Basically inventory is sorted by final destination and Item. - It provides variety of search conditions such as POL, POD, DEL, Shipper/Consignee, Item. * VIS > Sea > Inventory > Current Inventory By Item 43

44 7. Inventory > Forecasted Inventory By Container V. Sea Visibility This screen shows estimated container inventory of POD to the next four weeks. - If you click on quantity of container, it shows shipment list with pop up screen. * VIS > Sea > Inventory > Forecasted Inventory By Container 44

45 8. Inventory > Forecasted Inventory By Item V. Sea Visibility This screen shows estimated item inventory of POD to the next four weeks. - If you click on quantity of item, it shows shipment list with pop up screen. * VIS > Sea > Inventory > Forecasted Inventory By Item 45

46 9. Inventory > CY Inventory V. Sea Visibility This screen shows current CY inventory for aging days. - It provides variety of conditions such as CY, Port of loading, Final destination, Shipper. - If you want shipment detail for idling container in CY, click on quantity fo container. It shows idling days in CY. * VIS > Sea > Inventory > CY Inventory 46

47 9. Inventory > CY Inventory detail V. Sea Visibility It shows container aging status once check include history stock column. - If ATD field is blank, it means containers are still in the CY * VIS > Sea > Inventory > CY Inventory detail 47

48 10. Exception > Exception List V. Sea Visibility This screen shows exception list during in-transit. - It provides variety of conditions such as POL, POD, DEL, Status, Exception type and reason. * VIS > Sea > Exception > Exception List 48

49 11. Summary > Lead Time Summary V. Sea Visibility It shows actual lead time and scheduled lead time gap during specific period. - It provides a variety of search conditions such as Port of loading, Port of discharging, Carrier * VIS > Sea > Summary > Lead Time Summary 49

50 12. Summary > Exception Summary V. Sea Visibility It shows exception summary for specific period by each carrier. - It provides lists of exception reason. - If you want shipment list for customs delay, simply double click red number of containers. * VIS > Sea > Summary > Exception Summary 50

51 13. Cargo Receiving > Cargo Receiving Search V. Sea Visibility It shows cargo receiving list updated by OMS. - If you click on work order number, it shows cargo receiving detail screen. * VIS > Sea > cargo receiving > Cargo Receiving Search 51

52 14. Cargo Receiving > Cargo Receiving Detail V. Sea Visibility Cargo Receipt Details to show PO & Item information received to the Warehouse - In this screen, you and your customer can update comment. * VIS > Sea > cargo receiving > Cargo Receiving Detail Function to communicate with customers. 52

53 15. Container > Container Search V. Sea Visibility It shows Container Load Plan & CLP Result operated by OMS (Consolidation Part). - If you click on container number, it shows container detail screen. * VIS > Sea > container > Container Search 53

54 16. Container > Container Detail V. Sea Visibility It shows PO & Item details which will be or have been stuffed into the container. * VIS > Sea > container > Container Search 54

55 VI. Air Visibility 55

56 VI-1. Internal User 56

57 1. Air Tracking Management(Multi) VI. Air Visibility You can update cargo tracking of air shipment in this screen. - After users created HAWB/L data in FMS, they can see shipments and cargo tracking data in this screen. - You can search and update tracking data per HAWB. * VIS > Air > Track Mgmt (Internal) > Air Tracking Management (Multi) Quick search You can search data by specific number. ( HAWB No, MAWB No, Commercial Invoice No) 57

58 1. Air Tracking Management(Multi) VI. Air Visibility 1) Search Option Seq Condition Description 1 Period (Mandatory) Select POL ETD/ATD, POD ETA/ETD 2 Consignee/ Shipper Choose consignee or Shipper 3 Trans mode Select AIR and SEA&AIR. 4 POL/POL Nation Select loading airport. Also can choose loading airport nation. 5 DEST/DEST Nation Select destination airport. Also can choose destination airport nation. 6 FDEST/FDEL Nation Select final destination. Also can choose final destination nation. 7 BL TYPE Consol, Direct, Co-load, Masterload 8 Carrier Choose specific carrier. 9 Flight No Enter specific Flight. 10 Status Select shipment movement status. 11 Exception Select exception status (yes or no). 12 Contract ID (Mandatory) Select your contract ID of your customer. 58

59 1. Air Tracking Management(Multi) VI. Air Visibility 2) Handling fuction (Form Setting) - We provide many tracking events. So you can choose needed columns using form setting function. How to add a new form setting (1) Click NEW (2) Define Form Name (3) Select the item on the left and move to the right part (4) Save (5) Select form name in My form column and click Use Form button. (6) Close Fix : Freeze Pane 59

60 1. Air Tracking Management(Multi) VI. Air Visibility Step1) Check search conditions. 1 - Select period type and date (POL ETD, POL ATD, DEST ETA, DEST ATA) 2 - Input Contract ID Step2) Click Retrieve button. 3 - You can search tracking list by HAWB. 1 * VIS > Air > Track Mgmt (Internal) > Air Tracking Management (Multi)

61 1. Air Tracking Management(Multi) VI. Air Visibility Step3) Check Shipment & tracking information. - Link to MAWB, Link to HAWB LINK TO MAWB LINK TO HAWB A certain tracking event related to Air movement will be updated to all the shipment under the selected Master AWB. 61 Click on the HAWB Number to show check HAWB.

62 1. Air Tracking Management(Multi) VI. Air Visibility Step3) Check Shipment & tracking information. - Click on the current status to show whole shipment progress. LINK TO Current status Shipment Information Image of shipment progress (Current status & event time displayed in color) Event history for shipment milestones. 62

63 1. Air Tracking Management(Multi) VI. Air Visibility Step4) Event Date Update & History - You update event date and search tracking history. DATE INPUT FORMAT : YYYYMMDDHHMM Tracking History to show by whom, what, and when the event date was updated 63

64 1. Air Tracking Management(Multi) VI. Air Visibility Step5) Update Exception info. - When you click Exception column, you can see exception management pop-up window. - You can update exception type, reason, event date and location. 64

65 2. Air Tracking Management VI. Air Visibility You can search & update cargo tracking of selected HAWB. - If you want to add tracking event, you have to click Add button. - Select tracking event code and input location, event date. * VIS > Air > Track Mgmt (Internal) > Air Tracking Management Click Add button in order to add new tracking event. Select tracking event code. Input location & event date. DATE INPUT FORMAT : YYYYMMDDHHMM 65

66 VI-2. Customer 66

67 3. Tracking > Tracking List by HAWB VI. Air Visibility You can search tracking list by HAWB. - You can inquire about tracking list according to POL ETD/ATD, DEST ETA. - Any shipment with exception will be displayed in red background. * VIS > Air > Tracking > Tracking List by HAWB 67

68 3. Tracking > Tracking List by HAWB VI. Air Visibility 1) Click on PO NO - Click on the PO Number to show all shipments with the same PO Number in a pop-up screen 2) Click on HB/L No - Click on the HAWB Number to show check HAWB. 68

69 3. Tracking > Tracking List by HAWB VI. Air Visibility 3) Click on Current status column - Click on the Current status column to show whole shipment progress. - Section 1: Shipment information - Section 2: Image of shipment progress (Current status & event time displayed in color) - Section 3: Item Detail & Event history Section 1 Section 2 Section 3 69

70 3. Tracking > Tracking List by HAWB VI. Air Visibility 4) Click on Y in Exception column - Click on Y in Exception column to show details of exceptions. 5) Current Status Status type Factory Out Vessel Onboard Air Departure Transit POD Arrival In Land Finish Description Air : From Booking To Air Departure at Origin port Sea&Air : From Booking To Vessel departure at Origin port From Vessel departure at origin port To Air departure at port(t/s) (Only for SEA&AIR Shipment) From Air Departure To Air Departure at T/S Port From Air Departure To Arrival at Destination port From Air Arrival or Departure at T/S Port To Air arrival at Destination port Arrival at destination port From Departure at POD To arrival at Final destination. Final Delivery - Door Term : ATA Update at Final destination - Port Term : ATA Update at Destination port 70

71 4. Tracking > Tracking List by Item VI. Air Visibility You can search tracking list by Item. - If you want search specific item for tracking, simply type the item name in the item field what you want. - Other functions are the same as tracking by HAWB menu. * VIS > Air > Tracking > Tracking List by Item 71

72 5. Inventory > Current Inventory By Item VI. Air Visibility This screen shows current in transit inventory by Item. - Basically inventory is sorted by final destination and Item. - It provides variety of search conditions such as POL, POD, DEL, Shipper/Consignee, Item. * VIS > Air > Inventory > Current Inventory By Item 72

73 6. Inventory > Forecasted Inventory By Item VI. Air Visibility This screen shows estimated item inventory of POD to the next four weeks. - If you click on quantity of item, it shows shipment list with pop up screen. * VIS > Air > Inventory > Forecasted Inventory By Item 73

74 7. Exception > Exception List VI. Air Visibility This screen shows exception list during in-transit. - It provides variety of conditions such as POL, POD, DEL, Status, Exception type and reason. * VIS > Air > Exception > Exception List 74

75 8. Exception > Exception List by Item VI. Air Visibility This screen shows exception list during in-transit. - It provides variety of conditions such as POL, POD, DEL, Status, Exception type and reason. - If you want search specific item, simply type the item name in the item field what you want. * VIS > Air > Exception > Exception List by Item 75

76 9. Summary > Lead Time Summary VI. Air Visibility It shows actual lead time and scheduled lead time gap during specific period. - It provides a variety of search conditions such as Port of loading, Port of discharging, Carrier * VIS > Air > Summary > Lead Time Summary 76

77 12. Summary > Exception Summary V. Sea Visibility It shows exception summary for specific. - It provides lists of exception reason. - If you want shipment list for customs delay, simply double click red number of HAWB. * VIS > Air > Summary > Exception Summary 77

78 VII. Warehouse Visibility 78

79 0. System Structure VIS is connected organically with WMS and User can see the real-time data of WMS VIS Web Booking Mgmt Inbound Transaction Inventory Reports Outbound Transaction WMS Booking Inbound Inventory Outbound W/H Operation 79

80 1. Warehouse Transaction process Relation between VIS and WMS VIS Inbound Search Outbound Search In & Out Search Inventory Search Aging Search Master Search WMS Inbound Outbound Inventory Master Inbound Booking Mgmt Outbound Booking Mgmt Inventory Movement Item Master Allocation Outbound Complete Mgmt Inventory Adjustment Location Master Inbound Complete Mgmt Kitting/ Dekitting Lot Master VIS page name WMS page name 80

81 2. W/H Transaction >Inbound Search VII. Warehouse Visibility Searching the WMS data which inbound process was completed. * VIS > Warehouse > W/H Transaction > Inbound Search 81

82 3. W/H Transaction > Outbound Search VII. Warehouse Visibility Searching the WMS data which Outbound process is progressed. (Booking, Allocation, Completion) * VIS > Warehouse > W/H Transaction > Outbound Search 82

83 4. W/H Transaction > Inbound & Outbound Search VII. Warehouse Visibility Searching the inbound & outbound History of each stock items. * VIS > Warehouse > W/H Transaction > Inbound & Outbound Search 83

84 5. Inventory VII. Warehouse Visibility Inventory Hierarchy The inventory expression depends on the minimum unit of aggregate stock. Location : LOC01-01 SKU : CM-100 LOT : A / Qty : 2 LOT : A / Qty : 1 SKU : CM-100 Qty : 12 SKU : CM-100 LOT : A / Qty : 4 SKU : CM-100 LOT : A / Qty : 4 Location : LOC02-02 SKU : CM-100 LOT : A / Qty : 1 LOT : A / Qty : 2 Location : LOC03-03 SKU : CM-100 LOT : A / Qty : 3 SKU : CM-100 LOT : A / Qty : 4 Location : LOC04-04 SKU : CM-100 LOT : A / Qty : 1 LOT : A / Qty : 2 Aggregate Unit : Item code Item : CM-100 Total Qty : 12 (=) Aggregate Unit : LOT No Item : CM-100 (=) Total Qty : 12 Aggregate Unit : Location No Item : CM-100 Total Qty : 12 84

85 5. Inventory > Inventory by Item VII. Warehouse Visibility Searching current stock in warehouse per Item unit. * VIS > Warehouse > Inventory> Inventory by Item 85

86 5. Inventory > Inventory by LOT VII. Warehouse Visibility Searching current stock in warehouse per LOT unit. * VIS > Warehouse > Inventory> Inventory by LOT 86

87 6. Inventory > Inventory by Location VII. Warehouse Visibility Searching current stock in warehouse per location unit. * VIS > Warehouse > Inventory> Location 87

88 7. Inventory > Aging Search VII. Warehouse Visibility Searching inbound state of each stock per particular period (3, 6, 9, 12 Month) Mainly used to check the long-term storage inventory. * VIS > Warehouse > Inventory> Aging Search 88

89 8. Inventory > Safety Inventory Monitoring VII. Warehouse Visibility Searching current stock contrast safety inventory qty. - If current stock qty is less than safety stock qty, row of the item is highlighted in red color. - If current stock qty is more than safety stock qty, row of the item is shown in white color. - The stock Item which is not set safety stock quantity is shown in gray color. (The safety stock qty is set in WMS.) * VIS > Warehouse > Inventory > Safety Inventory Monitoring 89

90 9. Master Info > Item Search VII. Warehouse Visibility Searching item master information which was generated in WMS. * VIS > Warehouse > Master Info > Item Search 90

91 9. Master Info > Kitting History VII. Warehouse Visibility Searching the kitting work history which executed in WMS * VIS > Warehouse > Master Info > Kitting History 91

92 VIII. Document Visibility 92

93 1. Report Mgmt(Internal) > Report Form Setting VII. Document Visibility You can provide specific customer report related customer requirement. - No need to additional system development. - Users can set up the report by themselves. Main Feature 1) Flexible report columns. - You can choose specific columns. - Column list : BL Information, Tracking events, Optional fields 2) Various date format - We provide various date format for each customer. (MM/DD/YY, YYYY-MM-DD..) - If users want to add other date format, please contact system administrator. 3) Customized column Title - You can change column titles directly in the system. 4) Optional Fields - You can add optional fields based on requirements of each customers. 93

94 1. Report Mgmt(Internal) > Report Form Setting VII. Document Visibility Basic step to handle customized report To retrieve data after creating new report form Create Report Form VIS Search Customized Report VIS * Input Condition for query To retrieve data after creating new report form including optional fields. Add Optional Fields Create Report Form Search Customized Report OMS VIS VIS 94

95 1. Report Mgmt(Internal) > Report Form Setting VII. Document Visibility Create Report Form 1) Add new report form by registering Report Name Create Report Form Search Customized Report Add new Report Form in the Report list Select Type, Contract No, Date Format, Share Type and input Report Name. Click Save Button for New Report Form. * VIS > Doc&Report> Report Mgmt(Internal) > Report From Setting

96 1. Report Mgmt(Internal) > Report Form Setting VII. Document Visibility 2) Save customized report column list Click report code in order to search default column list. Select the item on the left and move to the right part. You can select optional fields. Click Save button. Create Report Form Search Customized Report * VIS > Doc&Report> Report Mgmt(Internal) > Report From Setting optional fields. 96

97 1. Report Mgmt(Internal) > Report Form Setting VII. Document Visibility 3) Change column title of customized report. Create Report Form Search Customized Report 7 8 When you click Change Name button, you can see the report change name pop-up window. You can change display name. * VIS > Doc&Report> Report Mgmt(Internal) > Report From Setting

98 2. Report Mgmt(Internal) > Customized Report VII. Document Visibility Search Customized Report 1) Search customized report. Create Report Form Search Customized Report 1 Select the defined report name and period. (Mandatory) 2 You can input other search options. Click retrieve button. 1 * VIS > Doc&Report> Report Mgmt(Internal) > Customized Report 2 Optional fields 98

99 3. Add optional fields in OMS VII. Document Visibility If your customers want to manage specific data, you can use optional fields. 1) Go To OMS > Sales/Contract > E-SOP Management 1 2 You have to add optional fields in the optional field tab in order to manage specific data of customers. Select & update category, field SEQ, field name and filed type. 2 1 Category (unit of data input) - PO, SO, Supplier Booking, Cargo Receipt, Container, Item, HBL, HAWB, HBL Container 99 Field type - Default : Text - Other Type : Date, Date time, Number

100 4. Update Optional fields. (FMS) VII. Document Visibility You update optional fields in other tab of FMS. 1) If you add optional fields of Contract ID, you can see them in other tab of House B/L Mgmt. 1 Select & update optional field. 2) You can see these data in VIS. When you update these data in FMS, it will be transferred to VIS automatically

101 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility If you want to send a report to the customers automatically by , You should set up the conditions. 1) Select report name in order to set up the customer report auto mailing. - Select saved customized report. (You can create each customer report in the Report Form Setting screen.) * VIS > Doc & Report > Mail Mgmt(Internal) > Customer Mail Setup 101

102 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 2) Update Conditions tab. : You have to update search conditions of the report. - 1 Input name. - 2 File name: If you don t enter a file name, the file will be created with the same name as the report. - 3 Add search conditions of data. Period (POL ETD/ATD, POD ETA/ATA, DEL ETA/ATA) : Mandatory Port (POL, POD, DEL) / Nation (POL, POD, DEL) Customer (Shipper, Consignee)

103 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 3) Update Receivers tab (1/2) : You can input receivers and mailing cycle. - 1 You can search user list by customer/target/office. - 2 Check user and click the button in order to move user to the right list. - 3 You have to choose mailing cycle. Daily / Weekly (Sun ~ Sat) / Monthly (1~31) - When user info move to the right list, cycle info is set same as default cycle. You can directly change cycle info in the list. 1 3 [ Default cycle ] 2 103

104 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 3) Update Receivers tab (2/2) - 4 In case of changing cycle of receivers, (1) Select specific users. (2) Change the default cycle. (3) Click the Apply button. - 5 You can add receiver directly using Row Add button. - 6 When you want to delete receivers, select specific users and then click Row Del button. - Finally, you click the Save button to save the changed data

105 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 4) Update Mail Contents tab : You can enter subject, contents and signature in this page. - Contents : Type some phrases that will be the body of your . - Signature and are mandatory. 105

106 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 5) Update PIC Notice tab : PIC can receive before customer report is sent. - You have to register PIC name and in order to send Pre-Notice. - [Example] (1) Customer Report sending date : (2) Pre-Notice date : PIC can receive pre-notice before 1day. PIC have to check data before send report to the customer. (HB/L info, tracking info ) PIC 106

107 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 6) Check Cycle code tab (1/3) : You can set up conditions of sending. (Conditions of cycle, Pre Notice usage, sending time. ) - 1 Conditions of cycle : The customer report will be sent based on below data. (1) Daily (0~-21) ex 1) Select 0, Sending date : , Search date : ex 2) Select -1, Sending date : , Search date : (2) Weekly (Sun~-Sat) ex 1) Select Sun ~ Sat Sending date : , Search period : (Sun)~ (Sat) (3) Monthly (1~31) ex 1) Select 1 ~ 31, Sending date : , Search period : ~ ex 2) Select 15 ~ 14, Sending date : , Search period : ~

108 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 6) Check Cycle code tab (2/3) - Pre Notice: PIC can check report before will be sent to the customer. 2 Columns Description Use Pre-Notice Can choose Pre-Notice usage. (Yes / No) Days Set up the sending date of pre-notice by customer sending date. ex 1)* Receivers : Weekly Tuesday * Pre Notice : Weekly pre-notice : YES, Days : -1 PIC Notice : PIC can receive pre-notice every Monday. Customer Report : Receivers can receive the customer report every Tuesday

109 5. Mail Mgmt(Internal)> Customer Mail Set up VII. Document Visibility 6) Check Cycle code tab (3/3) - 3 Sending Info : You have to set up the time zone and sending time. (Local Time) ( default value : time zone of your branch, sending time : 9:00 ) * sending process AM 1:00 Sending Time VIS Mail Table Customer Customer report data will be transferred to the mail table at 0:01 am due to system performance. * system batch time : 1:00 am (one time a day) Customer reports will be sent at the specific time that you saved. (your local time.) * system batch time : every 5 minutes User has to update report data before that time

110 6. Document > Document Upload & Download VII. Document Visibility You can upload and download document files in this screen. - If you click file name, you can download uploaded file. * VIS > Doc&Report > Document > Document Upload & Download Select Document no. Click Save button in order to upload file. Select document file. Click file name to download it. 110

111 7. Document > Sea Document List VII. Document Visibility View & download of documents related to Sea shipment. (MB/L, HB/L, C/Inv, P/List, Manifest, ISF, FCR, D/R, Certificate of Origin, Shipper s SR, Declaration for Non wood Packing, MSDS(Material Safety Data Sheet), etc) * VIS > Doc&Report > Document > Sea Document List 111

112 8. Document > Air Document List VII. Document Visibility View & download of documents related to Air shipment. (MAB/L, HAWB/L, C/Inv, P/List, Manifest, ISF, FCR, D/R, Certificate of Origin, Shipper s SR, Declaration for Non wood Packing, MSDS(Material Safety Data Sheet), etc) * VIS > Doc&Report > Document > Air Document List 112

113 9. Document > POD (Proof of Delivery) List VII. Document Visibility View & download of POD (Proof of Delivery). * VIS > Doc&Report > Document > POD List 113

114 10. Document > Sea Document Status List VII. Document Visibility Visibility to show the document handling status. - BL Status, S/O Type, BL Issued, ISF Field, DO Submitted * VIS > Doc&Report > Document > Sea Document Status List 114

115 Appendix 1. Tracking Event for Sea shipment R&R Event Description R&R Event Description Booking Booking date POD ETA Estimated vessel arrival at POD Empty Dispatch Actual empty dispatch to pick up POD ATA Actual vessel arrival at POD Pick Up ETD Estimated pick up from customer Port CY ATA Actual time of arrival at port CY Origin Pick Up ATD POL Gate-In POL ETD POL ATD T/S1 Port T/S1 ETA T/S1 ATA T/S1 ETD T/S1 ATD T/S2 Port T/S2 ETA T/S2 ATA T/S2 ETD T/S2 ATD T/S3 Port T/S3 ETA T/S3 ATA T/S3 ETD T/S3 ATD Actual pick up from customer Actual origin terminal gate in Estimated vessel departure at POL Actual vessel departure at POL 1 st T/S Port Estimated vessel arrival at 1 st T/S port Actual vessel arrival at 1 st T/S port Estimated vessel departure at 1 st T/S port Actual vessel departure at 1 st T/S port 2 nd T/S Port Estimated vessel arrival at 2 nd T/S port Actual vessel arrival at 2 nd T/S port Estimated vessel departure at 2 nd T/S port Actual vessel departure at 2 nd T/S port 3 rd T/S Port Estimated vessel arrival at 3 rd T/S port Actual vessel arrival at 3 rd T/S port Estimated vessel departure at 3 rd T/S port Actual vessel departure at 3 rd T/S port Destination Port CY ETD Port CY ATD Customs.Start Customs clearance Carrier Released CY1 Location CY1 ETA Estimated time of departure at port CY Actual time of departure at Port CY Submitted to customs (Start) Customs clearance Carrier Released 1 st Inland CY Location Estimated time of arrival at 1 st CY CY1 ATA Actual time of arrival at 1 st CY CY1 ETD CY1 ATD CY2 Location CY2 ETA CY2 ATA CY2 ETD CY2 ATD DEL ETA DEL ATA Empty Return Estimated time of departure at 1 st CY Actual time of departure at 1 st CY 2 nd Inland CY Location Estimated time of arrival at 2 nd CY Actual time of arrival at 2 nd CY Estimated time of departure at 2 nd CY Actual time of departure at 2 nd CY Estimated time of arrival at final destination Actual time of arrival at final destination Empty Container Return 115

116 Appendix 2. Tracking Event for Air shipment R&R Event Description Booking Booking date Factory Out Factory out date Pick Up ETD Estimated pick up form customer Pick Up ATD Actual pick up form customer W/H ETA Estimated time of arrival at export W/H W/H ATA Actual time of arrival at export W/H W/H ETD Estimated time of departure at export W/H W/H ATD Actual time of departure at export W/H POL ETD Estimated time of departure at origin port POL ATD Actual time of departure at origin port T/S1.A.Port 1 st T/S Arrival Port T/S1 ETA Estimated airplane arrival at 1 st T/S port T/S1 ATA Actual airplane arrival at 1 st T/S port T/S1.D.Port 1 st T/S Departure Port Origin T/S1 Flight 1 st Flight No T/S1 ETD Estimated airplane departure at 1 st T/S port T/S1 ATD Actual airplane departure at 1 st T/S port T/S2 Port 2 nd T/S Port T/S2 Flight 2 nd Flight No T/S2 ETA Estimated airplane arrival at 2 nd T/S port T/S2 ATA Actual airplane arrival at 2 nd T/S port T/S2 ETD Estimated airplane departure at 2 nd T/S port T/S2 ATD Actual airplane departure at 2 nd T/S port T/S3 Port 3 rd T/S Port T/S3 Flight 3 rd Flight No T/S3 ETA Estimated airplane arrival at 3 rd T/S port T/S3 ATA Actual airplane arrival at 3 rd T/S port T/S3 ETD Estimated airplane departure at 3 rd T/S port T/S3 ATD Actual airplane departure at 3 rd T/S port R&R Event Description Destination POD ETA POD ATA Customs.Start Estimated time of arrival at destination port Actual time of arrival at destination port Submitted to customs (Start) Customs Release Customs clearance Truck ETD Truck ATD W/H ETA W/H ATA W/H ETD W/H ATD F.DEST ETA F.DEST ATA Estimated time of truck departure Actual time of truck departure Estimated time of arrival at import W/H Actual time of arrival at import W/H Estimated time of departure at import W/H Actual time of departure at import W/H Estimated time of arrival at final destination Actual time of arrival at final destination 116

117 Appendix 3. FMS > HBL/HAWB Management HBL Management HAWB Management When you update schedule information, tracking events will be created automatically. - POL ETD, POD ETA, DEL ETA, T/S ETA, ETD 117

118 Appendix 4. OMS > Customer PO / Supplier Booking Management Customer PO Management Supplier Booking Management 118

119 Appendix 5. WMS > Cargo In/Out & Item Inventory Item Inventory IN & OUT Summary 119