exp.o Transportation Help

Transcription

1 exp.o Transportation Help

2 Table Of Contents Transportation Help... 1 Welcome To Transportation Help... 1 What's in Transportation Help?... 1 Other Options in Transportation Help... 1 General Shipment Tracking... 2 General Shipment Tracking Overview... 2 Enhanced Shipment Status Descriptions... 4 General Shipment Searches... 5 Advanced Shipment Searches... 8 Multiple Shipment Searches Understanding Shipment Results Events References Orders Container Details Client Details Entry Details Images Status Reports Status Reports Overview Where are the Status Reports located? What to remember before running a status report What can you do with results from a status report? At Origin Status Reports In Transit Status Reports At Destination Status Reports Index ii

3 Welcome To Transportation Help Transportation Help > Welcome to Transportation Help The Transportation section of exp.o Help attempts to answer any questions you may have about the following: Shipment tracking - General, Advanced, and Multiple Status reports Truck shipments What's in Transportation Help? You will find the following types of information within the Transportation section: Overviews of each search page Field descriptions Procedures on how to perform specific searches Descriptions of the results you receive from a search Other Options in Transportation Help Check out the FAQs page to see if your question has already been answered. Remember, you can use the Search and Index tabs to help you find a specific keyword or topic. copyright holder. 1

4 General Shipment Tracking General Shipment Tracking Overview Transportation Help > General Shipment Tracking Overview All exp.o users have the ability to perform a General Shipment Search. Additionally, you can use any shipping related reference number or customer related reference number for searching. Table 1 below displays the fields that are identified by exp.o as reference numbers. Reference Type Container Number Example ABCD Customs Entry Number Commercial Invoice Number 1234 Purchase Order Number Part/SKU Number sku123, 12344, Department Code 0003, client specific Item Number client specific, alpha/numeric Table 1. Reference number types available for general searching. copyright holder. 2

5 Status Designations Transportation Help > Status Designations There are six status designations that Expeditors uses to describe the location of your shipment in the shipping cycle - see the table below for details. Status 1. Not On Hand 2. On Hand 3. In Transit 4. Arrived, Not Released Definition The Origin office has been informed of the shipment, but has not received the freight. Your freight has arrived at the origin and is pending shipment. Your freight is moving from the origin to the destination. The shipment has arrived at the destination office, but has not cleared Customs. 5. Released By Customs Customs has released your freight. Expeditors has delivered the freight to the 6. Delivered consignee. Table 1. Status Designations. copyright holder. 3

6 Enhanced Shipment Status Descriptions exp.o uses status descriptions to describe the location of your shipment in the shipping cycle. The wording for each shipment status has been improved to provide you with greater detail. For example, a shipment that used to have a status of 'In Transit' may now be 'In Transit, Docs Received at Destination.' The table below lists each previous status description with its possible replacements. Old Status Description Not Onhand Not Onhand Onhand Onhand Onhand Pending Export In Transit In Transit In Transit Arrived, not Released Arrived, not Released Arrived, not Released Released Released Released Pending Delivery Delivered Delivered Delivered Delivered Delivered Delivered Delivered Delivered New Status Description Booked Documents Received Pending AES Declaration Freight Received Freight & Docs Received Ready for Transport In Transit In Transit, Docs Received at Destination Cleared for Import, not Arrived Arrived Port of Entry, not Cleared for Import Arrived, Docs not Received at Destination Arrived, not Cleared for Import Notified for Pickup Arrived & Cleared, Pending Release by Carrier Ready for Delivery Out for Delivery Table 1. Comparison of old and new status descriptions. Services Completed: Confirmed on Board Services Completed: Arrived at Destination Services Completed: Documents Turned Over Services Completed: Trucker Notified Services Completed: Delivered Services Completed: Customs Cleared Services Completed: Picked Up Services Completed: AES Declaration Accepted copyright holder. 4

7 General Shipment Searches Transportation Help > General Shipment Searches exp.o allows you to track a shipment by using nearly any type of reference number. For example, you can track a shipment by it's Air Waybill Number, House Bill Number, or Ocean Container Number. You can begin tracking your shipment from the exp.o Home page or from the Shipments section. To track a shipment: 1 On the exp.o Home page, enter your reference number in the Reference Number field and then click Search. View Figure 1. Tracking a shipment from the exp.o Home page. 2 While the system searches for your reference number, you can do any of the following: 1. Wait until the system completes the search and displays your results. 2. Click Continue to tend to other tasks in exp.o while this report is processing. This is a good option if your search is going to take a while. 3. Click Cancel Report if you no longer wish to continue. View Figure 2. Example of exp.o processing your request. copyright holder. 5

8 3 Once your search has finished processing, exp.o will display the results. At this point, you can view the data, print, extract, and save. If the reference number you submitted returned multiple results, you will see a list of results available for you to view. If the reference number returned only one result, exp.o will display the data for that individual result. View Figure 3. Example of a search with multiple results. copyright holder. 6

9 View Figure 4. Example of a search with one result. copyright holder. 7

10 Advanced Shipment Searches Transportation Help > Advanced Shipment Searches The Advanced Shipment Search option allows you to perform a search without a Reference number. The only information you need to provide is the date type and date range. To Use the Advanced Shipment Search Option: 1 From the exp.o Home page, click Advanced in the Shipment Search section. View Figure 1. The Advanced search link. 2 Select a Date Type from the drop-down list. View Figure 2. The Date Type drop-down list. Note: The Date Type and Date Range fields are the only required fields to perform an Advanced Shipment Search. 3 Enter the Date Range you want exp.o to search by. View Figure 3. The Date options: Single, Absolute, and Relative. copyright holder. 8

11 You have three date options: 1. Single Date: Enter a single date for exp.o to search for. You may enter the date manually or by using the calendar pop-up. 2. Absolute Date Range: Enter absolute 'From' and 'To' dates for exp.o to search by. Again, you may enter the dates manually or by using the calendar pop-up. 3. Relative Date Range: Relative date ranges are recommended when creating templates that you plan on either scheduling or running at a later date. Input the 'From' and 'To' dates by selecting values in the drop-down lists. 4 If necessary, you may further filter your search by checking Modes of Transportation or by providing an Origin/Destination port code. copyright holder. 9

12 Multiple Shipment Searches Transportation Help > Multiple Shipment Searches The Multiple Shipment Search option allows you search by up to 10 different Reference Type values. When using this method of searching, you must specify what type of Reference Values you are entering (SKU Number, Purchase Order...). To use the Multiple Shipment Search option: 1 From the exp.o Home page, click Multiple in the Shipment Search section. View Figure 1. The Multiple shipment link. 2 Select a Reference Type from the drop-down list. View Figure 2. The Reference Type drop-down list. 3 Click Multi to open the window for entering multiple Reference Values, and then input the desired values. View Figure 3. The Multi pop-up. copyright holder. 10

13 Note: You can also type the Reference Value directly in the Refrence(s) field and separate them with a comma. This method may be quicker than opening the pop-up window. 4 Click OK to close the Multi pop-up window, and then click Search. copyright holder. 11

14 Understanding Shipment Results Transportation Help > Understanding Shipment Results exp.o displays each category of shipment results in a tab. This allows you to quickly see the data you're interested in. Events The Shipment Events section organizes key shipment events by the locations in which they occur. After you click events, all locations where the events occurred are displayed. To view event details, click on one of the locations. Most recent events are located at the top of the list. Each event has a date, description, and comments field. The Comments field is not required and may be blank. References The Shipment References section displays all reference types and numbers associated with a specific shipment. Some shipments may have more reference types than others. You can click columns that turn light blue when you roll over them with the mouse pointer. If, for example, you click the Container Reference Number, exp.o will search for related information on that specific container number. copyright holder. 12

15 Orders Once you are viewing your shipment, you can view every order and item associated with each order. exp.o will display the order number, each item, the quantity, and unit of measure. Container Details Once you are viewing your shipment, you can access information regarding the container holding your items. You may click a container number to view additional information about shipments related to the container. Client Details Once you are on the Tracking Page you can view details about the client. The Client Details section allows you to access information about the clients associated with the currently selected shipment. Click on the client's name to view their address information. Entry Details Once you are viewing your shipment, you can access any entry details associated with it. The Entry Details section displays information about Customs Declarations that have been filed against the shipment. The information is displayed in a hierarchical fashion: the header level of the entry is displayed at the top level, and if you drill into the header, you can view the copyright holder. 13

16 tariff, duty, tax and fee information, and in some cases drill further down to view the invoice and item information that comprise each tariff line. Images Some shipments and reports will have images available for you to view. These images are scanned shipment documents from edoc. edoc is Expeditors' document imaging system that allows users to scan and distribute digital versions of shipment-related documents. If no images are available for your shipment or report, then the Images tab will be unavailable/grayed out. copyright holder. 14

17 Status Reports Status Reports Overview Transportation Help > Status Reports Overview exp.o allows you to run a Status Report on At Origin, In Transit, and At Destination shipments. Please read below to review some general information about running status reports in exp.o. Where are the Status Reports located? Status reports are located within the Transportation section of exp.o. To run a Status Report: 1. Select Transportation from the left navigation bar 2. Select Status Reports from the main exp.o window 3. Select the type of status report to run, and then click Search. What to remember before running a status report... Please remember that running a Status Report can take quite some time since most status reports display a large amount of data. In some cases, the report can be so large that the data cannot be sent over the Internet. If this occurs, please contact exp.o support so they can make the proper arrangements for you to view the requested information. What can you do with results from a status report? With the data you receive from running a Status Report, you can do any of the following: 1. Sort each column to view results in various orders. 2. View details about a specific order by clicking its row. 3. Export that data to a Microsoft Excel * spreadsheet for various uses. 4. Save the report to your My Reports folder if you need to access it at a later date. *Microsoft Excel is a registered trademark of the Microsoft Corporation. copyright holder. 15

18 At Origin Status Reports Transportation Help > At Origin The At Origin Status Report lists all of your shipments being prepared for transit. Each shipment is described by the following: a reference number the time it was received at the origin its estimated time of departure the name of the associated shipper, vendor, or consignee Figure 1. Example of an 'At Origin' status report. copyright holder. 16

19 In Transit Status Reports Transportation Help > In Transit The In Transit Status Report lists all of your shipments currently in transit to a final destination. Each shipment is described by the following: a reference number its origin and destination the date it was confirmed on board its estimated date & time of arrival the name of the associated shipper, vendor, or consignee. Figure 1. Example of an 'In Transit' status report. copyright holder. 17

20 At Destination Status Reports Transportation Help > At Destination The At Destination Status Report lists all of your shipments that have arrived at an Expeditors Destination office. Each shipment is described by the following: Reference number of your choice Origin and destination Date & time it arrived at an Expeditors destination office Date & time it cleared Customs Date & time it was delivered Name of the associated consignee, shipper, or vendor Figure 1. Example of an 'At Destination' status report. copyright holder. 18

21 Index A Absolute Date Range...8 Advanced...1, 8 Advanced Shipment Search perform...8 Advanced Shipment Search...8 Advanced Shipment Search Option Use...8 Advanced Shipment Search Option...8 AES Declaration Pending...4 AES Declaration...4 AES Declaration Accepted...4 Air Waybill Number...5 All exp.o...2 alpha/numeric...2 Arrived...4 Arrived & Cleared...4 Arrived Port Entry...4 Arrived Port...4 Arrived, Docs...4 Arrived, Not Released...3 At Destination... 15, 18 At Destination Status Report...18 At Origin... 15, 16 At Origin Status Report...16 B Board...4 C Cancel Report...5 Cargo Hold...4 Carrier...4 checking Modes...8 checking...8 Cleared Import...4 Cleared...4 Client Details...12 Comments...12 Commercial Invoice Number...2 Container Details...12 Container Number...2 Container Reference Number...12 Continue...5 Credit Hold...4 Customs... 3, 18 Customs Cleared...4 Customs Declarations...12 Customs Entry Number... 2 D Date... 8 Date Range Enter... 8 Date Range... 8 Date Type Select... 8 Date Type... 8 Delivery Pending... 4 Ready... 4 Delivery... 4 Department Code... 2 Destination... 4 Destination Status Reports Docs Received... 4 Documents Received... 4 Documents Turned Over... 4 E edoc edoc Enhanced Shipment Status Descriptions... 4 entering Date Range... 8 entering... 8 Entry Arrived Port... 4 Entry... 4 Entry Details Events exp.o... 2, 5, 8, 12, 15 exp.o Home From...8, 10 On... 5 exp.o Home...5, 8, 10 exp.o window exp.o exp.o... 5, 8, 12, 15 exp.o Help... 1 Expeditor's... 3, 12, 18 Expeditors Destination Expeditors International Washington Expeditors International Exporting Pending... 4 Exporting... 4 F FAQs... 1 copyright holder. 19

22 Index Freight & Docs Received...4 Freight Received...4 From exp.o Home... 8, 10 G General...1 General Shipment Searches perform...2 General Shipment Searches...2, 5 General Shipment Tracking Overview...2 H Hand...3 House Bill Number...5 I Images...12 Import Cleared...4 Import...4 In Transit...4, 15, 17 In Transit Status Report...17 Inc...12 Index...1 Internet...15 M Microsoft Corporation...15 Microsoft Excel...15 Microsoft Excel...15 Modes checking...8 Modes...8 Multi...10 Multiple... 1, 10 Multiple Shipment Search use...10 Multiple Shipment Search...10 My Reports...15 N New Status Description...4 Number...2 O Ocean Container Number...5 OK...10 Old Status Description...4 On exp.o Home...5 On Hand...3 Onhand...4 Orders...12 Origin...3 Origin Status Reports...16 Origin/Destination providing...8 Origin/Destination...8 Other Agency Hold... 4 Other Options... 1 P Part/SKU Number... 2 Pending AES Declaration... 4 Delivery... 4 Export... 4 Pending... 4 Pending Release... 4 perform Advanced Shipment Search... 8 General Shipment Search... 2 perform... 2, 8 Picked Up... 4 Pickup... 4 Please Provide Origin/Destination... 8 Provide... 8 Purchase Order Purchase Order Number... 2 R Ready Delivery... 4 Transport... 4 Ready... 4 receive... 4 Reference...8, 12 Reference Number... 5 Reference Type Select Reference Type...2, 10 Reference Values type Reference Values Refrence Related Element 1, 2, 3, 5, 8, 10, 12, 15, 16, 17, 18 Relative... 8 Relative Date Range... 8 Released... 4 Released By Customs... 3 run Status Report run S Search use... 1 Search... 1, 5, 10, 15 Select Status Reports Select Transportation selecting copyright holder. 20

23 Index Date Type...8 Reference Type...10 selecting... 8, 10 Services Completed...4 Shipment...5 Shipment Events...12 Shipment References...12 Shipment Results Understanding...12 Shipment Results...12 Shipment Search... 8, 10 shipment-related...12 Single Date...8 Single, Absolute...8 SKU Number...10 sku Status Designations...3 Status Reports run...15 Status Reports...15 Status Reports Overview...15 T Tracking Page...12 Transit...3, 4 Transit Status Reports...17 Transport Ready...4 Transport...4 Transportation... 1, 8, 15 Transportation Help Transportation Help>Welcome...1 Transportation Help...1 Transportation Help>Advanced Shipment Searches...8 Transportation Help>At Destination...18 Transportation Help>At Origin...16 Transportation Help>General Shipment Searches... 5 Transportation Help>General Shipment Tracking Overview... 2 Transportation Help>In Transit Transportation Help>Multiple Shipment Searches Transportation Help>Status Designations.. 3 Transportation Help>Status Reports Overview Transportation Help>Understanding Shipment Results Transportation Help>Welcome Transportation Help... 1 Transportation Help>Welcome... 1 Trucker Notified... 4 Type Reference Values Type U unavailable/grayed Understanding Shipment Results Understanding Use Advanced Shipment Search Option... 8 Multiple Shipment Search Search... 1 Use...1, 8, 10 V View Figure... 5, 8, 10, 12 W Washington Expeditors International Washington Welcome To Transportation Help... 1 copyright holder. 21