Logistic Management - Modules Overview

7/28/2019 Logistic Management - Modules Overview

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Driver Acquisition Management

The Driver Acquisition Management module provides a company withthe ability to record and compile information concerning driversregarded as potential future employees. This module furnishes thecapability to accumulate and analyze data in the following areas: Advertisement Information Mediums used to advertise job positions. Response to advertisements. Driver Information Personal details. Owner/operator equipment. Accident and traffic violation history. Over-the-road driving experience. Driving school training. Medical history. Response to follow-up contacts. Orientation scheduling, travel, and lodging arrangements. Recruitment Information Recruiter's scheduled daily job tasks.

Recruiter's effectiveness in enlisting driver candidates forinterviews.The Driver Acquisition Management module uses Master File optionsthat establish user-defined codes and descriptions for each of theabove areas. The codes and descriptions enable a recruiter to enterthe information for each job candidate in a concise format in theDriver Selection/Entry List Panels option. You can then analyze theinformation for each job candidate according to a company's criteriaregarding employment. In addition, you can also establish securityaccess levels for employee access to the Driver AcquisitionManagement module for a single company or multi-companies.

The Drivers Logs module allows you to enter each driver's logs, calculate violations, and print violation letters. In addition, you canestablish a variety of miscellaneous violations from speeding tosubmitting incorrect logs. The miscellaneous violations are availablefor printing on the violation letter.The Drivers Logs module can also calculate speeding and hourlyviolations based on the time recorded for each driver's logs. A printedletter listing the speeding and hourly violations is available for eachdriver.You should be familiar with the Federal Motor Carrier SafetyAdministration (FMCSA) regulations as prescribed by the U.S.

Department of Transportation. These regulations provide thelimitations concerning the number of hours of service drivers areallowed per day.


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Electronic Data Interchange (EDI) is a method of transferring information from one business to anotherusing computer equipment. To establish certain guidelines for this exchange of information, the

Transportation Data Coordinating Committee (TDCC) developed EDI standards in the 1970's that havesince been incorporated in ASC X12 (i.e. ANSI). By using these standards, different types of computers

can communicate with one another.

Benefits and FeaturesBoth shippers and carriers receive many benefits from using EDI. The data

transfers information directly between computers quickly and accurately. Otherwise, data must be sent viathe telephone or mail leaving room for errors, inaccuracies, misunderstandings, or even missing data.

ReportingMany shippers require carriers to provide timely status reports on a routine basis. Someshippers also accept freight invoices from the carrier through the computer and provide loading

information to the carrier. In addition, many shippers use EDI to transfer funds electronically for paymentof their freight bills.

Transmission The process for preparing and sending EDI transmissions is similar to preparing andmailing a report. The system gathers and organizes data according to specific standards and codes

before transmitting this information to the customer. When information is received from their customer, thesystem reverses the process.

Access Each transmission is a one-way transfer of information. EDI does not allow you or your shipperunauthorized access to information in each other's system.

EDI Transactions The following is a brief overview of how EDI transactions are processed.

Load TenderingLoad Tendering is the process by which the shipper electronically offers (tenders) aload to the carrier. A break message is sent to specific users, informing them of tendered loads. You canview the loads being tendered to you by your EDI trading partners from the Available Shipments option,which allows you to accept, reject, or decline the load. When a load is accepted, it appears as an order

available order for dispatch or planning in the usual manner.

Order Entry / Dispatch Orders are entered and dispatched in the usual manner, including orders usingthe F5 to go to rating, provided the flag is set in the Company Master. Check Calls operate the same

except the F5 = Update displays the EDI Stop off Inquiry/Update screen, which allows you recordinformation required by your EDI customer(s).

Stop-off Inquiry/Update


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These are required fields that appear on the screen in reverse image. Use them to record statusinformation required by your EDI trading partner. These items should be updated as each event takesplace. Users may use F3 to exit the screen if needed. All required information be completed before youcan update an empty (E) call with F5.Introduction to FlexEDI 4Last Edited 3/30/05 You can update EDIinformation on a driver/unit that is under dispatch by pressing F23 to access the Stop off/Inquiry Update inCheck Call.

Rating/Freight BillingEDI orders are rated and billed like any other standard order and should beflagged to print during the rating and billing process. The message EDI BILLING USED - DO NOT MAIL

appears on the statement when the freight bill is printed. Users can view EDI orders on the Audit EDIFreight Bills screen. From here, you can access the rating screen to make any necessary revisions.

Once the Freight Bills are correct, you can transmit them to your EDI trading partner.

EDI Mapping Mapping is the process of translating data between ICC files and the EDI format requiredby the EDI trading partner. ICC uses flat files and transfers this flat file to Kleinschmidt for translation.Mapping must be performed the first time EDI is installed, anytime a new trading partner is added, oradditional transaction sets are required for an existing trading partner. In addition to the mapping process,

the communication network and trading partner relationship profiles must established and tested. Oncethese are successfully established, the following EDI transaction sets are available:

Available Transaction Sets ICC can build other transaction sets upon request.

Setup Procedures


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In order to set up EDI for the first time, you will need a list of your trading partners (shippers). Once you have this

information, refer to the Setup Guide, which will give you step-by-step instructions for performing the following

procedures in the order given: Update Customer Profile Update Carrier Status Codes Enter/Update Status

Reason Codes Payment Remittance Profile Shipper / Carrier X-Reference Enter/Update Contact Cross

Reference Enter/Update Ref. Number Qualifier

The following is a list of the tasks performed when using the EFSUniversal Card feature. These tasks are shown in the order theyshould be performed:1. Run Final Operator Settlements and Payroll.2. Run Settlement History Inquiry and Payroll HistoryInquiry.3. Transfer Express Pay.4. View / Update Express Pay Transactions.5. Change Transaction Status Codes.6. Purge Express Pay Transactions. (As Needed)7. Select Records to Retransmit by Date. (As Needed)Each task is described in detail below.Run Final OperatorSettlements and PayrollRun the Final Operator Settlements to determine payment amountsdue Owner/Operators. Run Final Payroll to determine paymentamounts due Employees. (Refer to the Payroll Users Guide fordetailed instructions.).When using EFS Universal Card 100% of the pay goes on the card.Payments cannot be split between paper check, card and/or directdeposit. A non-negotiable check stub will be generated for the Owneror Employee.

Funds placed on the EFS Universal Card are immediately available tothe Owner or Employee on the date you enter into the window,displayed when you run Final Operator Settlements or Final Payroll,asking for the Available Date/Time.An additional report for Express Pay prints with Final OperatorSettlements and Final Payroll. This report lists the owner oremployee, with the amount and card number the funds were placeupon.Run Settlement HistoryInquiry and Payroll InquiryUse this option to view payment information. The amount transmittedto the EFS Universal Card will be displayed in the Wire Amountfield.(Refer to the Payroll Users Guide for detailed instructions.)

Transfer Express Pay Run this option to transmit payment information to the vendor usingthe method you set up in the Express Pay Batch Setup screen. This is TCP/IP for EFS. You will receive a message stating that thetransfer is complete when your request is submitted, and a reportlisting all the payment transactions including name, amount, and cardnumber.See Transfer Express Pay on page 9. A list of possible errormessages and how to correct them is also available in this document.


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FlexFuelIntroduction The FlexFuel module enables the Innovative Enterprise Software (IES) to process real

time fuel data for multiple fuel companies. It transmits changes, station information, trip information, cardchanges, and cash advance information to the various fuel companies. It also returns completedtransactions to the IES. Call the Implementation Department at Innovative Computing Corp toimplement FlexFuel.

Relationships

The FlexFuel module creates records in the following Innovative modules: Fuel Tax - The FlexFuel module creates

fuel tickets in the Fuel Tax program for reefer, road, and terminal fuel transactions. Payroll - The FlexFuel module

creates a charge record in Trips for fuel charges or cash advances that are applicable company driver charges.

Operator Settlements - The FlexFuel module creates a charge record in Trips for all purchase and advance

transactions for owner operators. Check Call - The FlexFuel module creates Check Calls to the contact file for

transaction activity on the drivers card. The system can write contact records for company drivers, owner

operators, brokered or trip leased freight. Trip Processing - The reefer and road fuel tickets are displayed on the

Fuel Ticket screen of Trips Processing. The fuel tickets are available for correction and processing to the Fuel Tax

program. Advances and charges will be shown in Trips on the Dispatch Transaction screen. Accounts Payable -

The FlexFuel module can create vouchers in Accounts Payable to pay and direct bill fuel service companies based

on the transactions received. Tractor Master - The FlexFuel module updates the hub reading in the Tractor

Master to reflect the hub reading given by the driver at the time of the fuel purchase. The flags you set in the

Control Master determine whether or not these modules create any records.

The Lane Scheduler is a sub-system of the Operations Controlmodule. The Lane Scheduler Sub-system is designed to assist youwith managing and scheduling orders for the various traffic lanes. Atraffic lane is an order movement performed on a regular basis suchas daily or weekly. You can establish master files for the shipper'straffic lane and use it to compose order information. In addition, thissystem provides for rapid Order Entry using the traffic laneinformation to create multiple orders.The Lane Scheduler Sub-system uses a Customer Lane Master foreach shipper that contains all traffic lane information. The CustomerLane Master contains the master order information, such as origin,destination, commodity, appointment times, comments, etc., along

with a standard schedule. A standard schedule is the number oforders for a traffic lane you schedule per day. The schedulingfeatures of this sub-system can assist you with meeting contractualobligations to your shippers.You can create a schedule automatically or manually using the trafficlane information. The schedule serves as an order forecast to enableyou to create orders using the traffic lane's master order information.The Lane Scheduler Sub-system provides analysis of traffic laneusage by shipper or shipper traffic lane. The analysis includes thetotal number of orders produced for each traffic lane compared to the


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number of orders guaranteed by the shipper for the traffic lane.

The Logistics Management and Carrier Settlements module allows you to useoutside (brokered) carriers for freight haulage. There are two menusassociated with Logistics: Logistics Carrier Settlements and LogisticsManagement. These menus interface with many modules of the standardInnovative Enterprise Software (IES) in conjunction with brokered carriers.

Although this documentation may refer to some non-brokered standardprocesses, the document's use is for the Logistics programs specifically.Coding SchemeCities ICC provides you with an established Cities file. Depending on your system,the file contains up to 40,000 cities and towns in the U.S., Mexico, andCanada. The city/state coding scheme uses a maximum of six characters forthe code. The first four characters of the code designate the city; the last twoindicate the state or province.If the city or town has a one-word name, use the first four letters of the cityname plus the state code.If the city or town has a two-word name, use the first letter of each word of thecity name plus the state code.A tie-breaker becomes necessary for two cities having the same code. For thesmallest or less frequently used city, use the first three letters of the city nameand the two-character state code. For the largest or most frequently used city,

Table 1:

City CodeAtlanta, GA ATLAGADallas, TX DALLTX

Table 2:

City CodeWest Bend, IN WBINSt. Louis, MO SLMOEast St. Louis, IL ESLILOverview 3

Last Edited 4/28/04

use the proper six-character coding scheme. The following tablegives an example of the tie-breaker for two cities with the same code.Notice that the difference between the two codes is that Dallas usesthe second L in the code while Dallas uses only the first L in the code.If you prefer, you can add a character at the end of the code in thefourth position. The following table gives examples of city namecodes using the fourth position as the tie-breaker.Carriers Basically, the coding scheme you use for the carrier code is the sameas for cities, customers, and employees. The carrier coding schemeuses a maximum of six characters for the code. The first four


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characters of the code designate the carriers name; the last twoindicate the state or province. Keep all of the codes consistent withyour Company Master files.The following table gives some examples of carrier name coding:

Areas The area codes used for the pickup and destination areas areuser-defined. Depending on your system, the field contains up tothree positions. Your marketing route location determines the codedefinition. Some companies use the standard state or province codesfor the area code. Other companies divide areas into sections andassign codes. Keep the code meaningful and consistent.City Routing The order's route displays on the lines below the dispatch entryprompts. The first city/state code is the carrier's starting point and the

Table 3:

City CodeDallas, TX DALLTXDallas, TX DALTX

Table 4:

City CodeTexhoma, OK TEXHOK

Texoma, OK TEXOOKTable 5:

Carrier City CodeFREIGHTWAY Dallas FREDAT.J. WILLIAMS Bridgeport WILBRTOM J. WILLIAMS Bridgeport WILTBRNEW HAUL COMPANY Little Rock NHLROverview 4

Last Edited 4/28/04

last city/state code is the order's final destination. The L orE codesbetween the city/state codes indicate the status of the load. An Lindicates loaded and an E indicates empty. The system displays up totwenty-five city/state codes. Following is a summary of the routingsystem: FIRST CITY. The first city is the city/state code of the carrier'slocation at dispatch. SECOND CITY. The second city indicated is the city/state codeof a stop or pickup. If the carrier is in a different location fromthe order's origin, the city/state code of the load's origindisplays. THIRD, ETC. These are stopoff or pickup points or thedestination. LAST CITY. This is the final destination city for the order.Assume the route line is OCOK L ARDMOK L DALLTX. The routeline shows that the carrier left Oklahoma City, OK, - loaded - toArdmore, OK, and continued loaded to Dallas, TX. You can changethe routing, if necessary.

Using the example route, assume the carrier was unloaded inArdmore, OK. The carrier then went empty to Denton, TX. At Dentonthe carrier loaded and continued on to Dallas. To change the route: Position the cursor on the route line using the Next Line key. Position the cursor on the L after ARDMOK (city/state code)using the TAB FORWARD key. Key an E to indicate empty. Key DENTTX (the city/state code for Denton, Texas). Key an L to indicate loaded.


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Key DALLTX for Dallas, TX, the final destination for the route.The new route line looks like this:

The Computerized Carrier Rating module provides a computerizedmethod for the calculation of carrier charges. The module includes: Maintenance programs for the Carrier Rate Base and Finderfiles. An interface with the Logistics Negotiations program toautomatically calculate the carriers charges. An inquiry program to look up rates. A program that allows percent increases to the carrier ratebase. A print program to list the rate base file.Checklist This checklist provides an overview of all the required steps for eachsection.Prerequisites Step 1: Commodity MasterStep 2: Company Master - Last ScreenStep 3: Carrier MasterImplementation Step 1: Carrier Rate Base Entry/UpdateStep 2: Carrier Rate Base Finder Entry/UpdStep 3: Increase/Decrease Carrier Rate BaseStep 4: Carrier Negotiation Rate InquiryDaily Functions Step 1: Carrier Rate Base Entry/UpdateStep 2: Carrier Rate Base Finder Entry/UpdStep 3: Carrier Negotiation Rate Inquiry

Logistic Management - Modules Overview

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