Post on 16-Jul-2020
ConAgra’s Rate Upload Tool
A “Simplified” Version of
Rate Maintenance
Dawn James
ConAgra Foods, Inc.
Agenda
• ConAgra overview
• What is the Rate Upload Tool?
• Reasons for development
• Limitations
• Web interface
• Mass uploads
• Financial Accounting Reconciliation (FAR)
ConAgra Foods Overview
99% Consumers with at least
one ConAgra product in
their kitchens 36,000 employees
HQ: Omaha, NE
ConsumerFoods
Private Brands
CommercialFoods
41%
25%
34%
Consumer Product Portfolio
What is the Rate Upload Tool
(RUT/MUT)?
Simplified Rate
Maintenance
Rate Upload
Tool (RUT)
Mass Upload
Tool (MUT)
Financial Accounting Recon
(FAR)
Trans Budgetin
g
Freight Pricing -
Sell Rates
Reasons for development
Complexity of OTM UI
• Requires expertise
• Room for error
• Time consuming / Full time job
• Only mass load capability is through a multitude of complex csv files
Ease of Maintenance
• Rates and commitments can be modified by multiple people, not just SME’s
• Real time loads allow the ability to react quickly to changes
Data Integrity
• Our lane names have meaning
• Data necessary for reporting
• Multiple commitment count & allocation tables
• Validation rules
Limitations
Flexibility
• Extensive development time (1100 hrs & counting)
• Requires IT assistance if changes are required
• Rigid rules drive consistency but also constrain against changes
Mass Upload
• Loading directly to OTM tables with limited validations
• Propensity for load errors without adequate master data cleansing
Rate Upload Tool (RUT) Web
Interface
Functionality
• Web-based, user friendly front end
• Create and auto-assign lane names
• Create / Edit / Expire
• Rates / Commitments / Accessorials
• Converts data to csv and loads real time to OTM
Modes supported
• TL / IM / LTL / CPU / Vessel / Drayage
Validation Rules
• Data integrity
• Reduces human error
Web Interface – Create Lane, User
Entry System generated
intelligent lane id
Connected to Rand
for accurate
mileage
Linked to location and
postal code validate
tables for data
integrity
Lane type for
segregation
Web Interface – Create Lane, OTM
Results
Keeps data integrity so
all elements load
through csv
Mileage & Lane Type
stored as Lane Attributes
Web Interface – Create Rate, User
Entry
System generated,
intelligent rate
record id Ability to edit
or expire the
record
Rate Service
options based on
mode
Total RPL uses
mileage
Formats to .csv and
uploads by clicking Save
button
9 data points auto-
convert to 3 csv files
Web Interface – Create Rate, OTM
Results
Ties RATE_GEO_COST
to X_LANE
Web Interface – Create Commitment, User
Entry
Automatically
converts count to
percentage
Automatically
calculates 1-year
expiration date
3 data points auto-
convert to 6 csv files
(count & allocation)
Web Interface – Commitment Count, OTM
Results
One record created
for each scac
Creates count and
count usage records
Web Interface – Commitment Allocation, OTM
Results
Creates allocation and
allocation usage
records
Web Interface – Create Accessorial, User
Entry
Links to all
available
accessorial codes
Ability to enter multiple
charge types (per mile, per
shipment, pct of base cost,
etc)
Web Interface – Create Accessorial, OTM
Results
Attaches to the
associated rate
record
Creates the
accessorial cost
record
Web Interface – Validation Rules
Validation rules to
reduce human error
Mass Upload Tool (MUT)
Functionality
• Mass upload capabilities
• Create / edit / expire
• Lanes / rates / commitments / accessorials
• Condenses .csv files into necessary fields and reconstructs for load to OTM
• Download existing records for analysis, edits, and reload
Modes supported
• TL / IM / LTL / CPU / Vessel / Drayage / Rail
Validation Rules
• Limited
• Requires more expertise and thorough data cleansing
Mass Uploads – Lanes & Rates
CHARGE_AMOUNT CHARGE_MULTIPLIER_SCALAR CHARGE_MULTIPLIER MIN_COST RGC_EFFECTIVE_DATE RGC_EXPIRATION_DATE RATE_GEO_COST_SEQ
1500 SHIPMENT 0 7/15/2014
1 SHIPMENT.DISTANCE 100 7/15/2014
RATE_OFFERING_GID RATE_OFFERING_TYPE_GID EQUIPMENT_GROUP_PROFILE_GID RATE_SERVICE_GID EFFECTIVE_DATE RATE_GEO_COST_GROUP_GID
CAG/CONSUMER.HJBT_TL_RATEOFFERING TL CAG/CONSUMER.53_DRY CAG/CONSUMER.NORMAL_TRANSIT 7/15/2014 CAG/CONSUMER.HJBT_4566-3752_53_DRY
CAG/CONSUMER.HYWK_TL_RATEOFFERING TL CAG/CONSUMER.53_DRY CAG/CONSUMER.NORMAL_TRANSIT 7/15/2014 CAG/CONSUMER.HYWK_4566-3752_53_DRY
BUSINESS_UNIT_GID LANE_ATTRIBUTE_VALUE X_LANE_GID
CAG/CONSUMER.OB 1337 CAG/CONSUMER.4566-3752
CAG/CONSUMER.OB 1337 CAG/CONSUMER.4566-3752
SOURCE_LOCATION_GID SOURCE_CITY SOURCE_PROVINCE_CODE SOURCE_POSTAL_CODE SOURCE_COUNTRY_CODE3_GID SOURCE_GEO_HIERARCHY_GID SOURCE_REGION_GID
CAG/CONSUMER.4566 AZUSA CA 91702 USA LOCATION
CAG/CONSUMER.4566 AZUSA CA 91702 USA LOCATION
DEST_LOCATION_GID DEST_CITY DEST_PROVINCE_CODE DEST_POSTAL_CODE DEST_COUNTRY_CODE3_GID DEST_GEO_HIERARCHY_GID DEST_REGION_GID
CAG/CONSUMER.3752 FORT WORTH TX 76106 USA LOCATION
CAG/CONSUMER.3752 FORT WORTH TX 76106 USA LOCATION
Mass Uploads – Commitments /
Accessorials
• Commitments
• Accessorials
CAPACITY_GROUP_GID EFFECTIVE_DATE EXPIRATION_DATE X_LANE_GID NUMBER_OF_SHIPMENTS IS_ACTIVE
CAG/CONSUMER.HJBT_CAPACITYGROUP 7/15/2014 7/14/2015 CAG/CONSUMER.4566-3752 50 Y
CAG/CONSUMER.HYWK_CAPACITYGROUP 7/15/2014 7/14/2015 CAG/CONSUMER.4566-3752 100 Y
ACCESSORIAL_COST_XID RATE_GEO_GID ACCESSORIAL_CODE_GID
EXM_HJBT_4566-3752_53_DRY_07152014 CAG/CONSUMER.HJBT_4566-3752_53_DRY CAG/CONSUMER.EXM
CHARGE_MULTIPLIER CHARGE_UNIT_COUNT CHARGE_UNIT_UOM_CODE CHARGE_AMOUNT CHARGE_AMOUNT_GID COST_TYPE EFFECTIVE_DATE EXPIRATION_DATE
SHIPMENT.DISTANCE 1 MI 0.2 USD C 7/15/2014
Upload Notifications / Error Logs
Email notifications /
error logs are
generated and sent to
the end user for every
record commited to
OTM tables
Additional Functionality
Financial Accounting Reconciliation (FAR)
OTM base tables carry
only the ‘current’ tactical
information on shipments
Timing issues –
shipment/order changes within OTM after the
accrual were not reflected in the General
Ledger
OTM custom tables were created to
record ‘moment in
time of posting’
information on shipments and stored within OTM
Ability to make posting adjustments to the OTM
custom tables and flow to the general
ledger
Additional Functionality
Transportation Budgeting
Web based front end allows users to enter budget rates for plan / latest estimate / and
comparable history
Stored in custom OTM tables and fed through nightly ETL
Used for operational
reporting in FTI
Additional Functionality
Freight Pricing Management - Sell Rates
Functional for Ardent Mills domain
Adding freight to customer invoices
(PP&A) identified as a requirement for integration work
Will provide ability to load
rates into OTM to communicate
customer freight pricing
components to ERP
Q&A
Questions