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Scenario: Build, Execute, and Settle a Direct Truckload

Shipment
In this scenario, you are part of a team helping Phoenix Corporation
implement GC3. GC3 has been installed but contains no more than the
default settings. Your job is to learn about and enter the data necessary
to create a truckload movement from Phoenix Corporation in Phoenix, AZ,
USA, to The General Store located in Los Angeles, CA, USA.

Phoenix Corporation delivers all types of product to mass merchandisers


such as The General Store.

You will create the Phoenix DC location, the Los Angeles General Store
location, and the LA Storage location, an off-site storage facility used by
The Los Angeles General Store.

In addition, you will also create two service providers, Big Texan Trucking
and Antelope Lines. One of these service providers will be selected by
GC3 to move the cargo. Both service providers charge per mile rates but
the amount they charge varies slightly.

You will enter an order into GC3 and create a TL shipment. You will then
tender this shipment and accept the tender on behalf of the service
provider.

You will conclude this scenario by then modeling the freight payment
process for the shipment you created.

Phoenix, AZ, USA Los Angeles, CA, USA

In this scenario you will walk through the following lessons.

Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items
Business Modeling

Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

Core Competence 33
Lesson 1: Locations and Corporations

Business Modeling

Lesson 1: Locations and Corporations


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a location that allows you to build shipments for various


transportation modes.
• Create a corporation that relates to your location.
• Explain the importance of locations in GC3.
• Explain why corporations are needed in GC3 and the relationship
between corporations and locations.

In this lesson, you will:

• Create a distribution center location for your Phoenix DC which is


used throughout the course.
• Create a corporation for the distribution center location.
• Create a retail store location for your Los Angeles store that is
used throughout the course.
• Create a corporation for the retail store location.

Core Competence 35
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a A location is a fixed point, or a node. It can be where cargo is shipping to,
Location? shipping from, or flowing through. Examples of locations include:
• Distribution centers
• Plants
• Vendors/suppliers
• Customers
• Seaports and airports
• Crossdocks

Location The location identification tab details high-level information about the
Identification location.

Corporation ID links the


specific location to a
Location ID is the unique corporation. By clicking n
identifier and the Location Name next to the corporation text
describes the location. field, you are able to enter a
new corporation that is
associated with the location.

If postal code validation is enabled, GC3 validates postal codes


based on a combination of city, postal code, and country.

36 Core Competence
Lesson 1: Locations and Corporations

• As much geographic information as possible should be included in


a location so that they are effectively used in orders, rates, and
shipments.
• Latitude and longitude are used to calculate distance. Latitude and
longitude can be pre-populated by GC3 based on city,
state/province, and postal code.
• Time zone is important in calculating shipment start and end
times. Time zone can be pre-populated by GC3 based on city,
state/province, postal code, and country.

What is a A corporation groups various locations for a company. For example, The
Corporation? General Store, Inc. has three retail locations in California:
• Los Angeles, CA, USA
• Santa Monica, CA, USA
• San Diego, CA, USA

CORPORATION
The General Store, Inc.

LOCATION LOCATION LOCATION


The General Store The General Store The General Store
Los Angeles, CA Santa Monica, CA San Diego, CA

When you create a new location, you must assign it to a corporation.

Core Competence 37
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Location Roles Location roles are used to identify the function of a location.
• A location can have more than one role.
• Examples include:
- Ship from / Ship to
- Airport or Seaport
- Pool or Cross-dock

Fixed and Variable Stop Times reflect the amount of time needed to load
and unload cargo at a location.

Fixed Stop Time identifies a set period of time.

Variable Stop Time is in terms of time per Weight, Volume or


Ship Units.

Location Location routing provides specific rules about shipping to or from this
Routing location.
• Location Classification indicates if a location is commercial or
residential. This can have an effect on the rates.
• Both the service provider and equipment going into or out of this
location can be specified.

For example, this location cannot accept 53 ft trailers because it has a


small loading dock.

Operational Locations are child locations and may be used for planning
purposes. For example, the Port of Philadelphia has multiple terminals
including Tioga Terminal and Packer Avenue Terminal.

38 Core Competence
Lesson 1: Locations and Corporations

Exercise: Create Create a location and corporation for the Phoenix Distribution Center.
a Source
1. Click Transportation Planning and Execution > Location
Location Management > Location Manager.
2. Click new.

GC3 displays the Identification tab.

3. Enter a Location ID of XXX_PHOENIX_DC where XXX equals your


initials.
4. Enter a Location Name of PHOENIX DC.
5. Create a new corporation by clicking n next to Corporation ID.

GC3 displays the Corporation Manager page.

6. Enter a Corporation ID of XXX_PHOENIX_CORP.


7. Enter a Corporation Name of PHOENIX CORP.
8. Click finished.

GC3 returns to the Location – Identification tab.

9. Enter an Address Line of 123 MAIN STREET.


10. Enter a City of PHOENIX.
11. Enter a Province Code of AZ.
12. Enter a Postal Code of 85004.
13. Enter a Country Code of USA.
14. Click next.

GC3 displays the Roles tab.

15. Click new location role profile.


16. Select the Location Role SHIPFROM/SHIPTO.
17. Enter a Fixed Stop Time of 1 H (hours).
18. Click save at the bottom of the page.
19. Click finished.

GC3 displays the confirmation page.

Core Competence 39
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a new location and corporation for the Los Angeles General Store.
a Destination Remember, XXX equals your initials.
Location
Field Enter This Data …

Location ID XXX_LOS_ANGELES_STORE
Corporation ID XXX_GENERAL_STORE_INC
Address 2100 WILSHIRE BLVD., LOS ANGELES, CA
90043 USA
Location Role SHIPFROM/SHIPTO
Fixed Stop Time 30 M (minutes)

40 Core Competence
Lesson 1: Locations and Corporations

Lesson Review • How does a location relate to a corporation?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Do you need a corporation with a location?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Why is a location role important?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What fields can be pre-populated when you enter a postal code?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What are stop times used for in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 41
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 2: Calendars
Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a calendar that can be attached to various objects in GC3


for planning purposes.
• Explain the areas in GC3 that utilize calendars.
• Apply a calendar to a specific location.
• Explain the difference between a cyclical calendar and an annual
calendar.
• Explain what an override is used for in a calendar.
• Explain the different activities associated with a calendar.
• Explain how calendars can be used in your business process.

In this lesson, you will:

• Create a cyclical calendar and apply the calendar to your Los


Angeles General Store location.
• Create a calendar override since the location is closed on
Christmas day.

42 Core Competence
Lesson 2: Calendars

What is a A calendar in GC3 is used to allow or limit activities on certain days or


Calendar? specific times during the day. Calendars can be assigned to locations and
service providers and are taken into account during planning.

There are two types of calendars:

• Cyclical calendars represent activities that occur in a cycle such as


weekly.
• Annual calendars cover a period of time that does not repeat.

We are going to focus on cyclical calendars in this course.

Calendar Header The Calendar header page indicates data such as:
• Calendar ID and Type
• Calendar Cycle Length and Start Date (for cyclical calendars only)

When a cyclical calendar has a cycle > 1, the start date


determines which day will be day 1. For example,
based on the date specified, day 1 falls on a Monday.

• The cycle is 1 for a calendar that is open seven days/week with the
same hours of operation each day.
• The cycle is 7 for a calendar that is open and closed throughout
the week. For example, a distribution center is open Monday –
Friday and is closed Saturday and Sunday.

Core Competence 43
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Calendar Detail Details can be indicated on a calendar such as the day and time an activity
does or does not occur.

You can indicate the day & time in the cycle on which
a particular activity occurs or does not occur.

Calendar Activity Activities are transportation related actions that can occur at a location.
• A particular time period using a day and time range is attached to
each activity.
• A calendar can indicate whether to perform or not perform an
activity on the specified day and time.
• Each day in the calendar can have multiple activities.
- For example, a location can have office hours between 9:00AM
and 5:00PM but is only able to load goods between 10:00AM
and 1:00PM.

Calendar activities include:

• Receive – a location is open for receiving goods.


• Load – a location is open for loading goods.
• Pickup – the latest a service provider can pick up goods for
transport.
• Office Hours – the location is open for receiving phone calls, email,
faxes, etc. This activity is mainly used by service providers.

The most commonly used activities on calendars defined on a location are


Receive and Load.

44 Core Competence
Lesson 2: Calendars

What is an There is also the ability to override specific dates on a calendar to


Override? represent holidays or days where the calendar may not apply.
• Override activities take precedence over normal activities defined
on a calendar.
• These are used for exceptions to a schedule such as a holiday.

As with scheduled activities, the override indicates the day and time an
activity does or does not occur.

Calendar Examples of cyclical calendars include:


Examples
• A store receives shipments from their distribution centers between
6:00AM and 9:00PM seven days a week. The only exception to
this schedule is that the store is closed on December 25.

Days of Hours of Activity Override Days


Operation Operation

7 days/week 6:00AM to Receive Christmas -


9:00PM CLOSED

• A distribution center loads shipments between 4:00AM and 1:00PM


Monday through Friday. The only exception to this schedule is that
the distribution center is closed on December 25.

Days of Hours of Activity Override Days


Operation Operation

Mon - Fri 4:00AM to Receive Christmas -


1:00PM CLOSED
Sat - Sun 12:00AM to Closed
11:59PM

Core Competence 45
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a cyclical calendar for the Los Angeles Store, which indicates the
a Cyclical store can receive goods seven days a week between 6:00AM to 9:00PM.
Calendar 1. Click Transportation Planning and Execution > Location
Management > Location Manager.
2. On the search page, enter XXX_LOS_ANGELES_STORE in the
Location ID field.
3. Click search.

GC3 displays the results page.

4. Mark the checkbox next to your Los Angeles General Store and
click edit.

GC3 displays the Identification tab.

5. Click the Roles tab.

GC3 displays the Roles tab.

6. Click edit to the far right of the SHIP FROM/SHIP TO Location Role
you previously created for the Los Angeles General Store.
7. Create a new calendar by clicking n next to Calendar ID.

GC3 displays the Calendar header page.

8. Enter a Calendar ID of XXX_6AM_TO_9PM.


9. Enter a Calendar Name of 6AM TO 9PM.
10. Enter Calendar Notes of 6AM TO 9PM 7 DAYS.
11. Mark the checkbox next to I would like this calendar’s cycle to
be days long.
12. Enter 1 into the day text field.
13. Click on the clock icon next to and begin at 12 midnight GMT,
the morning of and select the previous Monday.

GC3 populates the date field with that previous Monday date.

14. Click next.

GC3 displays the Calendar detail page.

15. Enter Day of 1. Since your cycle is 1, the detail will apply to every
day in your calendar.
16. Select 6AM and :00 minutes for the start time.
17. Select 9PM and :00 minutes for the end time.
18. Select the Activity of RECEIVE and indicate this Activity as
perform.

46 Core Competence
Lesson 2: Calendars

19. Click save.


20. Click next.

GC3 displays the Activity Calendar Overrides page.

21. Enter an Override Name of CHRISTMAS.


22. Click on the clock icon next to Start Date and select the upcoming
December 25.

GC3 populates the date field with the upcoming December 25.

23. Select MIDNIGHT and :00 minutes for the start time.
24. Select 11PM and :59 minutes for the end time.
25. Select the Activity of CLOSED and indicate this Activity as
perform.
26. Click save.
27. Click finished.

GC3 returns to the Location – Roles page. The calendar you


created is applied to your Los Angeles General Store.

28. Click save.

GC3 returns to the Roles tab.

29. Click finished.

GC3 displays the confirmation page.

Core Competence 47
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What are the different types of calendars and how are they
different?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does override in a calendar accomplish?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name three activities that can be indicated on a calendar?


_____________________________________________________

_____________________________________________________

_____________________________________________________

48 Core Competence
Lesson 3: Contacts

Lesson 3: Contacts
Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a contact that can be applied to various objects within GC3.


• Apply the contact to a specific location.
• Explain how a contact is used in GC3.
• Explain what a communication method is used for in GC3.
• Explain the different types of communication methods.

In this lesson, you will:

• Create a contact and apply the contact to your Phoenix DC


location.

Core Competence 49
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a A contact in GC3 is used to enable notification and tendering. Each


Contact? location can have multiple contacts associated with it and these contacts
can be notified when an event occurs within GC3.

Certain detailed information can be specified when creating a contact


including:

• Name
• Email Address
• Language Spoken
• Phone Number
• Fax Number
• Location
• Communication Method preferences (Email, Fax, Message Center,
etc)

Contact Manager The Contact Manager is used to create a contact and provide specific
details that relate to the contact. Some of the detailed information
indicated in the contact page is reflected on related documents such as
invoices and bills.

When creating a contact Language spoken


through a location or service indicates the language in
provider, GC3 automatically which GC3 sends
populates the Location field. notifications and tenders.

50 Core Competence
Lesson 3: Contacts

Notification With each contact, you can define the communication method, the rank,
Details the response time, and a calendar. Communication methods indicate the
preferred ways to communicate with this contact.

If you don’t select a calendar, GC3


assumes a 24-hour-a-day, 7 days-a-
week schedule.

You can indicate multiple


communication methods.

You can specify events for which this contact would like to receive messages.
If the specified event occurs, GC3 sends a message to the contact based on
their preferred communication methods.

On the contact:

• GC3 selects the highest-ranked communication method supported


by the service provider and planner at the time of notification.
- This is very important because the service provider and the
planner must have a common communication method in order
for tender notifications to be sent successfully.
• Communication methods include fax, email, and manual.
• Message Center – an additional communication method where
users can review and respond to messages. You can access the
Message Center by clicking view messages at the top right side of
your page.
• When certain communication methods are indicated, additional
information is required on the Contact Manager.
- For example, if a communication method of EMAIL is selected,
an email address must be indicated on the contact.
• The calendar identifies the contact's business hours for use during
web tendering.
- For example, a carrier may want to be notified of a tender via
fax from 6:00AM to 6:00PM. After 6:00PM, the carrier would
like an email sent to his cell phone.

Comm Rank Response Calendar


Method

FAX 1 1 Hr 6:00AM TO
6:00PM

EMAIL 2 1 Hr 6:00PM TO
6:00AM

Core Competence 51
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Contacts in a Contacts can be created directly through the Communication Manager in


Location the Business Process Automation or on the location. In this lesson, you
will be creating the contact directly through a location.

Click n next to the Contact text field to access the Contact


Manager and create a new contact. Once this field is
populated, you must click save to assign the contact to the
location.

After you save the contact to the grid and click finished to save the
location record, when you edit the location, the Communications and
Remarks tab has the Phoenix DC Planner as a contact.

52 Core Competence
Lesson 3: Contacts

Exercise: Create Create a contact for the Phoenix DC directly through the location.
a Contact
1. Click Transportation Planning and Execution > Location
Management > Location Manager.
2. On the search page, enter PHOENIX in the Location ID field.
3. Select the Conditional Operator Contains from the list box next to
Location ID.
4. Click search.

GC3 displays the results page.

5. Click the hyperlink in the ID column to edit your Phoenix DC.

GC3 displays the Identification tab.

6. Click the Communication and Remarks tab.


7. In the middle of the page, create a new contact by clicking n next
to Contact.

GC3 displays the Contact tab.

8. Enter a Contact ID of XXX_PHOENIX_DC_PLANNER.


9. Enter a First Name of MARK.
10. Enter a Last Name of JONES.
11. Enter an Email Address of plannercore@yahoo.com.
12. Select the Language Spoken English.
13. Click on f next to User ID to find your User ID.

GC3 displays the User ID search page.

14. Enter a Domain Name of YOURDOMAIN (for example, CORE101).


15. Click search.
16. Mark the checkbox next to YOURDOMAIN.ADMIN.
17. Click finish.

GC3 returns you to the Contact tab.

18. Click next.

GC3 displays the Notification tab.

19. Select the Com Method ID EMAIL.


20. Enter a Rank of 1.
21. Enter a Response time of 2 H (hours).
22. Click save next to the Calendar ID field.

Core Competence 53
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

23. Enter a second Communication Method of MESSAGE CENTER with


a rank of 2 and a response time of 2 hours.
24. Click save.
25. Click finished.

GC3 returns to the Communication and Remarks tab. The contact


you created is applied to your Phoenix DC.

26. Click save next to the Contact text field.


27. Click finished.

GC3 displays the confirmation page.

54 Core Competence
Lesson 3: Contacts

Lesson Review • What does the language spoken list box indicate in GC3?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is a communication method used for in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does the response time in communication method indicate?


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 55
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 4: Material Manager – Commodities and Items


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of this lesson, you will be able to:

• Explain the components of the material manager.


• Explain the relationship between commodity, item, and packaged
item.
• Explain the attributes of commodity, item, and packaged item.

In this lesson, you will:

• Create a snack food commodity, which is used throughout this


course.
• Create a chocolate chip cookie item and associate it with the snack
food commodity.
• Create a cracker item and associate it with the snack food
commodity.

56 Core Competence
Lesson 4: Material Manager – Commodities and Items

What is the The Material Manager is used to define an item master, build a commodity
Material library, and create profiles to group classifications. The Material Manager
Manager? includes:
• Item – identifies specific goods or materials a client is shipping and
its packaging
• Commodity – a way in which items that have something in
common are grouped together
- For example, you have apples, pears, and oranges defined as
your items with an associated commodity called fruit.

Data from the Material Manager is used during the planning process.

Relationship of The data within Material Manager is related to each other in a specific way.
Material Manager
• Item/Commodity relationship - When creating an item, a
Data commodity is associated with that item by specifying the
Commodity ID on the item.
• Item/Packaged Item relationship - Each item can have multiple
packaged items.

MATERIAL MANAGER

ITEM COMMODITY

Commodity Temperature Control


NMFC Mode Profile
STCC Equipment Group Profile
HTS Commodity Incompatibilities
SITC

PACKAGED ITEM

Packaging Unit
Package Weight/Volume
Inner Pack Packaging Unit
Packaging Unit/Transport
Handling Unit details

Core Competence 57
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a A commodity is a group of items that have similar shipping characteristics.


Commodity?
• GC3 uses commodities during equipment selection, so one element
that items should have in common when associated with the same
commodity is the equipment group.
- For example, a commodity of snack food may include items
such as pretzels, peanuts, chocolate cookies, and crackers. All
of these items can be shipped on dry trailers.

COMMODITY
Snack Food

ITEM
ITEM ITEM ITEM
Chocolate
Pretzels Peanuts Crackers
Cookies

Commodity For fine tuning, additional data attributes are specified on the commodity:
Attributes
• Mode profile – indicates that this commodity can only move via the
specified mode(s).
• Equipment group profile - ensures that the commodity will only
ship on the equipment groups specified.
• Temperature control checkbox and ID – identifies if the commodity
must be maintained between a certain temperature range. A
temperature control ID must be indicated if the temperature
control checkbox is marked.
• Commodity incompatibilities – defines whether certain
commodities can or cannot be shipped together. For example, you
may not want to ship the snack food commodity with the chemical
commodity.

58 Core Competence
Lesson 4: Material Manager – Commodities and Items

What is an Item? Before discussing items, there are some terms you will need to
understand:

• Item defines the product or goods being shipped.


• Packaged item is a sales object.
• Packaging unit is a shippable unit of packaged items.
• Transport handling unit is a platform that helps handle the goods
while in transport.

Term Example

Item Pretzels
Packaged Item A bag containing 1 lb of pretzels
Packaging Unit A box
Transport Handling Unit A pallet
Ship Unit A pallet containing 50 boxes of pretzels

COMMODITY:
Snack Food

ITEM: ITEM: ITEM: ITEM:


Pretzels Peanuts Chocolate Cookies Crackers

PACKAGED ITEM:
Bag containing pretzels

PACKAGING UNIT:
Box containing bags

TRANSPORT HANDLING
UNIT:
Pallet containing boxes

Core Competence 59
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Item Header The Item Header provides high level information about the item including:
• Item ID
• Commodity ID
• Various industry codes

NMFC – National Motor Freight Classification

STCC – Standard Transportation Commodity Code

HTS – Harmonized Tariff System

SITC – Standard International Trade Classification

You can define multiple


package items for this one
item.

Click new packaged item to create a new packaged item or


click edit to access an existing packaged item.

Define a Depending on how you ship your packaged item, you should define your
Packaged Item packaged item differently. You can ship:

60 Core Competence
Lesson 4: Material Manager – Commodities and Items

What to Ship Comment

Packaged items as You ship the packaged items as floor load or on a


floor load transport handling unit you define later (on the
order)

Packaging unit as You ship the packaging units as floor load or on a


floor load transport handling unit you define later (on the
order)

If you want to specify the pallet configuration, known as Timarandum


Height (TiHi), define your packaged item in one of the following ways:

What to ship Comment

Packaged item on You ship packaged items directly on the


transport handling transport handling unit
unit

Packaging unit on You ship packaged items in a packaging unit


one kind of transport and then put the packaging units on one,
handling unit specific kind of transport handling unit

Packaging Unit on You ship packaged items in a packaging unit


many kinds of and then put the packaging units on one of
transport handling many kinds of transport handling units
units

Core Competence 61
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Packaged Item An example of this is when you:


as Floor Load
• Sell TV-sets in the same box as you ship them in
• Ship a small quantity of TV-sets as-is in their boxes

You only need to define the


weight per packaged item.

Packaging Unit An example of this is when you:


as Floor Load
• Sell pretzels in bags but ship them in boxes of six bags
• Ship the bags in a small box

You define…

…what packaging unit to use

…weight per packaged item

…number of packaged items


per packaging unit

Note: If you enter your order with only packaging unit count, GC3
interprets the package weight as per packaging unit, not per packaged
item.

62 Core Competence
Lesson 4: Material Manager – Commodities and Items

Packaged Item An example of this is when you:


on Transport
• Sell TV-sets in the same box as you ship them in
Handling Unit
• Ship TV-sets on pallets in a specific box pattern

You define the weight per


packaged item.

In the TiHi section, you define


what transport handling unit to
use and the box pattern to
use.

Packaging Unit An example of this is when you:


on One Kind of
• Sell pretzels in bags but ship them in boxes of six bags
Transport
Handling Unit • Ship pretzel boxes on pallets in a specific box pattern

You define…

…what packaging unit to use

…weight per packaged item

…number of packaged items


per packaging unit

…transport handling unit and


the box pattern to use

Core Competence 63
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Packaging Unit An example of this is when you:


on Many Kinds
• Sell pretzels in bags but ship them in boxes of six bags.
of Transport
Handling Units • Ship pretzel in both large and small boxes. The pallets take the
boxes in different box patterns.

You define weight per


packaged item.

In the TiHi section, you define


the box pattern for each
packaging unit and the
number of packaged items per
packaging unit.

If you define different packaging units on many kinds of transport handling


units, you need to specify on each order the appropriate packaging unit
and transport handling unit.

Exercise: Create Create a new commodity of Snack Food.


a Commodity
1. Click Order Management > Material Management >
Commodity.
2. Click new.

GC3 displays the Commodity tab.

3. Enter a Commodity ID of XXX_SNACK_FOOD where XXX equals


your initials.
4. Enter a Commodity Name of SNACK FOOD.
5. Click finished.

GC3 displays the confirmation page.

64 Core Competence
Lesson 4: Material Manager – Commodities and Items

Exercise: Create Create a new item of Chocolate Chip Cookies that is part of the Snack
an Item Food commodity. There are ten small boxes of Chocolate Chip Cookies
contained in one large box.

1. Click Order Management > Material Management > Item.


2. Click new.

GC3 displays the Header tab.

3. Enter an Item ID of XXX_CHOCOLATE_COOKIES where XXX


equals your initials.
4. Enter a Item Name of CHOCOLATE COOKIES.
5. Click on l next to Commodity ID to find your previously created
Commodity ID.
6. Mark the checkbox next to XXX_SNACK_FOOD (from previous
exercise).
7. Click finish.

GC3 returns to the Header tab.

8. Click new packaged item.

GC3 displays the Packaged Item page.

9. GC3 populated the Packaged Item ID with the same Item ID


entered in the previous page.
10. Select the Packaging Unit LARGE BOX.
11. Enter a Package Weight 25 LB.
12. Select the Inner Pack Packaging Unit SMALL BOX.
13. Enter an Inner Pack Count of 10.
14. Click save at the bottom of the page.

GC3 returns to the Header tab.

15. Click finished.

GC3 displays the confirmation page.

Exercise: Create Create a new item of Crackers that is part of the Snack Food commodity.
an Item There are ten small boxes of Crackers contained in one large box.
Remember, XXX equals your initials.

Field Enter This Data …


Item ID XXX_CRACKERS

Commodity ID XXX_SNACK_FOOD (from previous exercise)

Package Item ID Populated by GC3 with the Item ID

Packaging Unit LARGE BOX

Core Competence 65
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Field Enter This Data …


Package Weight 20 LB

Inner Pack Packaging SMALL BOX


Unit

Inner Pack Count 10

66 Core Competence
Lesson 4: Material Manager – Commodities and Items

Lesson Review • What are the components of the Material Manager?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• How are item and commodity related?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• How are packaged item and item related?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does indicating an Equipment Group Profile on a commodity


accomplish?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does commodity incompatibility indicate?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name two fields contained in the packaged item.


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 67
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 5: Equipment
Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create an equipment group.


• Create an equipment group profile.
• Explain the differences between the various levels of equipment.
• Explain the relationship between each of the levels of equipment.
• Explain other areas of the system that can be associated with
equipment.

In this lesson, you will:

• Create an Equipment Group for a 48 ft trailer.


• Create an Equipment Group Profile containing all 48 ft equipment.
This Equipment Group Profile is used in a later lesson.
• Create an Equipment Group for a 53 ft trailer.
• Create an Equipment Group Profile containing all 53 ft equipment.
• Attach the 53 ft Equipment Group Profile to a location.

68 Core Competence
Lesson 5: Equipment

What is There are various levels of equipment within GC3 including Equipment
Equipment? Group, Equipment Group Profile, and Equipment Group Profile Set.

EQUIPMENT GROUP PROFILE SET


40' and 45' Equipment

EQUIPMENT GROUP PROFILE EQUIPMENT GROUP PROFILE


40' Equipment 45' Equipment

EQUIPMENT GROUP EQUIPMENT GROUP EQUIPMENT GROUP EQUIPMENT GROUP


40' Trailer 40' Container 45' Trailer 45' Container

We are going to focus on Equipment Group and Equipment Group Profile in


this course.

Equipment An equipment group identifies different types of equipment such as dry


Group vans or refrigerated trailers that are used to transport freight from one
location to another. Equipment groups are used during the planning
process.

The capacity of the equipment group is used during shipment planning


to determine what can or cannot fit onto the equipment.

Temperature Control includes the minimum and maximum temperature


settings this equipment can provide during transport.

Core Competence 69
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Equipment Equipment Group Profiles are used to categorize equipment groups that
Group Profile have a common attribute.
• Multiple equipment groups can be associated with an equipment
group profile.
• An equipment group can appear in more than one equipment
group profile.
• Equipment group profiles can be specified on Commodity, Rates,
or Itinerary:
- Commodity – limits the equipment groups available to
transport the specified commodity.
- Rate – limits the equipment groups available when this rate is
applied to a shipment.
- Itinerary - limits the equipment groups available for the
specific itinerary leg.
- Location – limits the equipment groups a location can
accommodate.
- Order – limits the equipment groups available when planning
an order.

Compatible is used to
include or exclude the
Equipment Groups in
the profile from
planning.

Marked = include the


listed Equipment
Groups during
planning.

Cleared = exclude the


listed Equipment
Groups during
planning.

70 Core Competence
Lesson 5: Equipment

Exercise: Create Create a new equipment group for a 48 ft trailer.


an Equipment
1. Click Asset Management > Equipment Group Management >
Group Equipment Group.
2. Click new.

GC3 displays the Equipment Group page.

3. Enter an Equipment Group ID of XXX_48_FT_TRAILER where


XXX equals your initials.
4. Enter an Equipment Group Name of 48 FT TRAILER.
5. Enter an Effective Volume of 3576 CU FT.
6. Enter an Effective Weight of 48000 LB.
7. Enter a length of 47.5 FT.
8. Enter a width of 8.25 FT.
9. Enter a height of 9.25 FT.
10. Click finished.

GC3 displays the confirmation page.

Exercise: Create You will create a new equipment group for a 53 ft trailer. Remember, XXX
an Equipment equals your initials.
Group
Field Enter This Data …

Equipment Group ID XXX_53_FT_TRAILER


Equipment Group 53 FT TRAILER
Name
Effective Volume 3952 CU FT
Effective Weight 49000 LBS
Length 52.5 FT
Width 8.25 FT
Height 9.25 FT

Core Competence 71
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a new equipment group profile for 48 ft trailers. This profile is used
an Equipment during a later exercise.
Group Profile 1. Click Asset Management > Equipment Group Management >
Equipment Group Profile.
2. Click new.

GC3 displays the Equipment Group Profile page.

3. Enter an Equipment Group Profile ID of XXX_48_FT_TRAILERS


where XXX equals your initials.
4. Enter an Equipment Group Profile Name of 48 FT TRAILERS.
5. Mark the Compatible checkbox.
6. Click l next to Equipment Group ID to find the appropriate
Equipment Group ID.
7. Mark the checkbox next to XXX_48_FT_TRAILER (from previous
exercise).
8. Click finish.

GC3 returns to the Equipment Group Profile page.

9. Click save.
10. Click finished.

GC3 displays the confirmation page.

Exercise: Create Create a new equipment group profile for 53 ft trailers. Remember, XXX
an Equipment equals your initials.
Group Profile
Field Enter This Data …

Equipment Group XXX_53_FT_INCOMPAT


Profile ID
Compatible Cleared
Equipment Group ID XXX_53_FT_TRAILER (from previous
exercise)
Equipment Group ID 53FT_DOMESTIC_CONTAINER (already
exists)
Equipment Group ID 53FT_DRY_VAN (already exists)

Question Enter Your Answers…

You did not mark the


Compatible checkbox.
What does this mean?

72 Core Competence
Lesson 5: Equipment

Exercise: Attach Add the 53 ft trailer equipment group profile to the LA General Store
an Equipment location to indicate the equipment groups cannot be used for shipments
Group Profile to into and out of the LA General Store.
a Location 1. Click Transportation Planning and Execution > Location
Management > Location Manager.
2. On the search page, enter XXX_LOS_ANGELES_STORE in the
Location ID field and click search.

GC3 displays the results page.

3. Mark the checkbox next to your Los Angeles General Store and
click edit.

GC3 displays the Identification tab.

4. Click the Routing tab.


5. Enter the Equipment Group Profile of XXX_53_FT_INCOMPAT
(from previous exercise).
6. Click finished.

GC3 displays the confirmation page.

Core Competence 73
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What is the outcome of adding the XXX_53_FT_INCOMPAT


equipment group profile to the XXX_LOS_ANGELES_STORE?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is the difference between an equipment group and an


equipment group profile?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name the areas of the system where an Equipment Group Profile


can be assigned.
_____________________________________________________

_____________________________________________________

_____________________________________________________

74 Core Competence
Lesson 6: Service Providers

Lesson 6: Service Providers


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a service provider to be used by GC3 when building


shipments.
• Explain what a mode profile is used for in GC3.
• Explain how a service provider uses a primary contact.
• Explain how GC3 uses a service provider.

In this lesson, you will:

• Create a TL service provider for Big Texan Trucking.


• Create a contact and calendar for Big Texan Trucking.
• Create a TL service provider for Antelope Line.
• Create a contact and calendar for Antelope Line.

Core Competence 75
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a The term Service Provider can have many different meanings in GC3. A
Service service provider can be a carrier, a hauler, a freight forwarder, a customs
Provider? house broker, a 3PL, or some other type of company that provides a
service to you.

In this course, we will be focusing on service providers that offer some


type of transportation service such as carriers and hauliers. When you see
the term carrier throughout this course, it is used as a type of service
provider.

• Carriers are companies that move freight between various


locations. They provide transportation related services to specific
geographies.
• Carriers can be assigned to locations, itineraries, and rates to
ensure a specific carrier is used when building shipments.

Transport Mode Each carrier can be associated to one or more transport modes. GC3
contains a standard list of transportation modes:

• Air
• LTL
• Ocean
• Parcel
• Rail
• TL

Mode Profile A mode profile is a grouping of transportation modes that a specific carrier
Definition can accommodate. Mode profiles can be used across carriers to indicate
the full range of modes they handle. For example, GC3 ships with a Mode
Profile of LAND that contains:

• Drayage
• Intermodal
• LTL
• Parcel
• Rail
• TL

Service Provider The Service Provider tab provides high-level data pertaining to the carrier
including:

• Address
• Mode Profile ID
• Freight Settlement rules
• Tender rules

76 Core Competence
Lesson 6: Service Providers

Mode Profile is an optional field that defines the group of transportation


modes that a service provider offers.

Servprov Alias provides an alternate way of identifying service


providers. For example, you could set up an alias of SCAC.

Service Provider To enable tendering, each carrier should have at least one contact
Contact associated with it. This contact is known as the primary contact.
• To create a primary contact, you need to specify the preferred
method of communication for the contact.
• Primary contact receives the tenders using the highest rank
communication method supported by the service provider and
planner.

To add more information to your primary contact, a details button is


available through the Communication and Remarks tab on the Service
Provider. This button appears after the Contact record is saved and
accesses the Contact Manager.

Core Competence 77
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

These fields specify the preferred Details is available after


communication methods for the the Contact record has
primary contact. been saved.

When you populate these


fields and click finished, GC3
creates a Contact record. The
Contact ID is identical to the
Service Provider ID.

When you click details, which is available as an option only after saving
the service provider, you can edit the service provider contact details. For
example, you can add the contact’s name, phone numbers or fax
numbers, and User ID. User ID needs to be populated if you define a
communication method of Message Center.

Additional notification information such as Response Time and Calendar


can be specified for the primary communication method. You can also
define additional communication methods, if necessary.

78 Core Competence
Lesson 6: Service Providers

Weekly Creating a cyclical calendar that varies day to day is different then what
Calendar you previously created. You need to set the cycle to seven days and then
indicate the details for each day.

• For example, office hours are Monday through Friday from 4:00AM
to 11:00PM and you are closed on Saturday and Sunday.

The start date of the calendar


determines which day will be
day 1. The above calendar
started on Monday, so day 1 is
a Monday.

If you do not define day 6 and day 7, it is assumed the


activity is CLOSED.

Core Competence 79
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a new service provider for Big Texan Trucking. In addition, create
a Truckload a calendar and associate the calendar to your service provider. This
Service Provider calendar has a cycle of seven days.
1. Click Contract and Rate Management > Service Provider
Management > Service Provider Manager.
2. Click new.

GC3 displays the Service Provider tab.

3. Enter a Service Provider/Location ID of XXX_BIG_TEXAN where


XXX equals your initials.
4. Enter a Service Provider/Location Name of BIG TEXAN
TRUCKING.
5. Create a new corporation by clicking n next to Corporation ID.

GC3 displays the Corporation Manager page.

6. Enter a Corporation ID of XXX_BIG_TEXAN_TRUCKING.


7. Enter a Corporation Name of BIG TEXAN TRUCKING COMPANY.
8. Click finished.

GC3 returns to the Service Provider tab.

9. Select the Mode Profile TL.


10. Enter a Country Code of USA.
11. Select the Time Zone America/Phoenix.
12. Click next.

GC3 displays the Communication and Remarks tab.

13. Select a Communication Method of EMAIL.


14. Enter an Email Address of servprovcore@yahoo.com.
15. Click on f next to User ID to find your User ID.

GC3 displays the User ID search page.

16. Enter a Domain Name of YOURDOMAIN (for example, CORE101).


17. Click search.
18. Mark the checkbox next to YOURDOMAIN.ADMIN.
19. Click finish.

GC3 returns to the Communication and Remarks tab.

80 Core Competence
Lesson 6: Service Providers

20. Click finished.

GC3 displays the confirmation page.

Exercise: Add Now add the communication details and calendar to the Big Texan
Service Provider dispatcher.
Contact Details 1. Click Contract and Rate Management > Service Provider
Management > Service Provider Manager.
2. Enter a Service Provider/Location ID of XXX_BIG_TEXAN.
3. Click search.

GC3 displays the results page.

4. Click the XXX_BIG_TEXAN ID to edit it.

GC3 displays the Service Provider tab.

5. Click the Communication and Remarks tab.


6. Click details.

GC3 displays the Contact Manager view page.

7. Click edit.

GC3 displays the Contact tab.

8. Click the Notification tab.


9. Click edit to the right of the EMAIL Com Method in the grid.
10. Enter a Response time of 2 H (hours).
11. Create a new calendar by clicking n next to Calendar ID.

GC3 displays the Calendar header page.

12. Enter a Calendar ID of XXX_4AM_TO_11PM.


13. Enter a Calendar Name of 4AM TO 11PM.
14. Enter Calendar Notes of 4AM TO 11PM 7 DAYS.
15. Mark the checkbox next to I would like this calendar’s cycle to
be days long.
16. Enter 7 into the day text field.
17. Click on the clock icon next to and begin at 12 midnight GMT,
the morning of and select the previous Monday.

GC3 populates the date field with the previous Monday date.

18. Click next.

GC3 displays the Calendar detail page.

19. Enter Day of 1. This will indicate the schedule for each Monday in
the calendar since your calendar starts on a Monday.

Core Competence 81
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

20. Select 4AM and :00 minutes for the start time.
21. Select 11PM and :00 minutes for the end time.
22. Select the Activity of OFFICEHOURS and indicate this Activity as
perform.
23. Click save next to the Activity list box.
24. For days 2 through 5, repeat the process of indicating a day, time
of 4:00AM until 11:00PM with an Activity of perform
OFFICEHOURS.
25. For days 6 through 7, indicate the time of MIDNIGHT until
11:59PM with an Activity of perform CLOSED.
26. Click next.

GC3 displays the Calendar override page.

27. Click finished.

GC3 returns to the Contact Manager page. The calendar you


created will be applied to your Big Texan Dispatcher contact.

28. Click save next to the Calendar ID field.


29. Select the Com Method ID MESSAGE CENTER.
30. Enter a Rank of 2.
31. Enter a Response time of 2 H (hours).
32. Enter a Calendar ID of XXX_4AM_TO_11PM. This is the calendar
you just created.
33. Click save next to the Calendar ID field.
34. Click finished.

GC3 displays the confirmation page.

35. Close the confirmation page.


36. On the Service Provider – Communication and Remarks tab, click
finished.

GC3 displays the confirmation page.

Question Enter Your Answers…

What is the outcome of


adding the
XXX_4AM_TO_11PM
calendar to each of the
communication
methods?

82 Core Competence
Lesson 6: Service Providers

Exercise: Create Create a new service provider for Antelope Line with the following
a Truckload information. You are populating certain fields that relate to freight
Service Provider settlement. These fields are discussed in greater detail during the freight
settlement lesson. Remember, XXX equals your initials.

Note: Make sure you save the service provider by clicking finished
before you add the details for the primary contact.

Field Enter This Data …

Service Provider ID XXX_ANTELOPE_LINE


Corporation ID XXX_ANTELOPE_LINE_INC
Mode Profile TL
Allocation Rule Profile ALLOC BY WEIGHT PROFILE (already exists)
Autopay? Cleared
Auto Approve Rule AUTO APPROVE COST (already exists)
Profile ID
Match Rule Profile MATCH BOL SCAC PROFILE (already exists)
Country Code USA
Time Zone America/Phoenix
Communication EMAIL
Method
Email Address servprovcore@yahoo.com
Details For the com method of EMAIL, the Response
time is 2 hours and the calendar is
XXX_4AM_TO_11PM

Core Competence 83
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What are three types of mode profiles?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Why is it necessary to indicate a primary contact on a carrier?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What must be indicated on both a service provider and a location?


_____________________________________________________

_____________________________________________________

_____________________________________________________

84 Core Competence
Lesson 7: Rate Manager

Lesson 7: Rate Manager


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of this lesson, you will be able to:

• Explain the importance of rates in GC3.


• Explain the components that are used to create or edit rates.

Core Competence 85
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is Rate Rate Manager contains service provider rates covering the transportation
Manager? of inbound and outbound goods for all transportation modes, including
truckload, less-than-truckload, vessel, rail and air. GC3 is dependent on
rate data to accurately build shipments.

Rates can accommodate simple or complex formulas and various attributes


to meet just about any industry practice, such as:

• Effective and expiration dates


• Freight limitations
• Accessorials
• Weight, volume, and distance breaks
• Commodity pricing
• Deficit rating
• Base rates and discounts
• Minimums and surcharges
• Spot bid

RATE DISTANCE RATE SERVICE

RATE OFFERING

RATE RECORD RATE RECORD RATE RECORD

Rates are comprised of four key components:

• Rate Distance – determines the distance from one location to


another.
• Rate Service – determines the time required to transport goods
from one location to another.
• Rate Offering – contains contract level data specific to a service
provider.
• Rate Record – contains specific costing data from one location to
another.

The following four lessons on rates will discuss each of these components
in detail with specific examples pertaining to truckload. Other modes such
as LTL, Rail, and Vessel will be discussed in the later lessons.

86 Core Competence
Lesson 7: Rate Manager

Lesson Review • Name two transport modes that rates support in GC3.
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What are the four key components of rates in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Why are rates important to GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 87
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 8: Rate Distance


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of this lesson, you will be able to:

• Explain what Rate Distance is used for in GC3.


• Explain how Rate Distance is related to other Rate components.
• Explain the different Distance Types.
• Explain what distance cutoffs and distance factors are used for in
GC3.
• Explain when an External Distance Engine ID would be indicated in
the Rate Distance.

88 Core Competence
Lesson 8: Rate Distance

What is Rate Rate distance is used to determine the distance from one location to
Distance? another in GC3. Only certain transport modes require a Rate Distance.

Distance Types The two types of distance are lookup and estimate.
• Lookup – GC3 uses the specific distance value entered into GC3 or
supplied by an External Distance Engine.
• Estimate – GC3 estimates the distance based on the
latitude/longitude and other values entered into the rate distance.

Create a Rate The information populated in rate distance is used to determine how to
Distance calculate the distance from one location to another.
• GC3 uses this information to determine how to calculate the
distance based on the distance type (lookup or estimate) and
taking into account distance cutoffs for estimating purposes.
• Rate Distance is used to either estimate or lookup distance when
calculating a rate or simulating service time.

The External Distance


Engine ID field is used
if third party software is
providing distance data.
If an External Distance
Engine is being used,
only the Rate Distance
ID, Distance Type, and
External Distance
Engine ID are required.

Core Competence 89
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Estimating Distances are estimated using certain data entered into the Rate Distance.
Distances
• Short Distance and Long Distance Cutoff are used to estimate
distances that are outside the range being indicated in these fields.
• Short Distance and Long Distance Factor are used to estimate
distances by multiplying distance cutoffs outside the cutoff range
by the appropriate factor.
- For example, your long distance cutoff is 100 miles and your
long distance factor is 1.200. If the distance of your shipment
is 150 miles, then GC3 multiples 150 x 1.200 = 180 miles.
180 miles is your estimated distance.

90 Core Competence
Lesson 8: Rate Distance

Lesson Review • Name the two Distance Types.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name three fields on the Rate Distance page.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is Rate Distance used for in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• When would an External Distance Engine ID be indicated on a Rate


Distance?
_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 91
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 9: Rate Service


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a Rate Service.


• Explain the importance of Rate Service.

In this lesson, you will:

• Create a Rate Service to be used during planning for truckload


shipments.

92 Core Competence
Lesson 9: Rate Service

What is Rate Whereas rate distance is used to determine the distance between
Service? locations, Rate Service is used to determine the time needed to transport
goods between locations.

Rate Service Data fields in the Rate Service Header include:


Header
• Rate Service Type
• Calendar
• Time Window Tolerances
• Various wait time per stop fields

Rate Service For truckload rates, there are several Rate Service Types that can be used.
Type The Rate Service Details page varies depending on the Service Type
chosen.

DAYDURATION – Used when the transit times are well defined. Although
this can be used for truckload carriers, it is more commonly used for other
carriers such as LTL, parcel, and rail. The transit time is determined based
on number of service days for a lane. A calendar is required when using
this Rate Service Type.

• Pickup by 10:00AM and deliver second day air by 8:00AM.

Core Competence 93
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

DISTANCEDURATION – GC3 uses the distance and number of service days


entered to plan shipments. Service times are entered using mileage
bands. A calendar is required when using this Rate Service Type.

• The destination is 350 miles from the origin so the transit time is 2
days.

EXTERNALDRIVE – GC3 uses the transit time supplied by a third party


software package. This Rate Service Type can be used for all transport
modes.

• GC3 interfaces with an external system that provides stop-to-stop


transit times.

94 Core Competence
Lesson 9: Rate Service

LOOKUP – this is used when a service time is being defined by lane.

• From New York City, New York, to Atlanta, Georgia, service time is
three days and twelve hours.

GROUNDSCHEDULE – GC3 uses a schedule you have created in the ground


schedule manager. This is much like a bus schedule with set stops and
times for those stops.

• Stop in Queens at 10:00 AM, stop in Bronx at 12:00 AM, and stop
in Bayonne at 2:00 PM.

Core Competence 95
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Rate Service A Rate Service Type of SIMULATION calculates service time based on
Details for a distance information and time windows defined in GC3.
Truckload
Simulation These fields are the number of hours the
driver can drive/work before requiring a
layover.

GC3 uses distance and speed together to determine the Rate Service
speed. Min Transit Time is the absolute minimum time it takes to move
from one location to another.

When the Rate Service Type of SIMULATION is selected, you can enter
time related data such as:

• Max Transit Time


• Max Work Time
• Min Rest Time
• Initial Rest Time

You can also indicate Rate Service speed. This determines the average
speed at which a vehicle moves while transporting goods from one location
to another. For example:

• From 0 – 10 miles from the origin the truck will be traveling at 20


MPH.
• From 11 – 100 miles from the origin, the truck will be traveling at
45 MPH.
• From 101 – 5000 miles from the origin, the truck will be traveling
at 55 MPH.

If a truck travels 50 miles, the speed is based on the truck traveling 45


MPH for the entire 50 miles.

We are going to focus on a Rate Service Type of SIMULATION for this


scenario.

96 Core Competence
Lesson 9: Rate Service

Exercise: Create Create a Rate Service that will be used with your TL rates.
a Truckload Rate
1. Click Contract and Rate Management > Contract
Service
Management > Rate Service.
2. Click new.

GC3 displays the Rate Service Header tab.

3. Enter a Rate Service ID of XXX_SIMULATION_TL where XXX


equals your initials.
4. Enter a Rate Service Name of SIMULATION TL.
5. Select the Rate Service Type SIMULATION.
6. Click next.

GC3 displays the Rate Service Details tab.

7. Enter a Distance of 10 MI.


8. Enter a Speed of 20 MPH.
9. Click save next to the Min Transit Time field.
10. Enter a Distance of 100 MI.
11. Enter a Speed of 45 MPH.
12. Click save next to the Min Transit Time field.
13. Enter a Distance of 5000 MI.
14. Enter a Speed of 55 MPH.
15. Click save next to the Min Transit Time field.
16. Click finished.

GC3 displays the confirmation page.

Core Competence 97
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • How can service time be entered when using the
DISTANCEDURATION Rate Service?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• How does Simulation calculate distance and time?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Rate Distance is how GC3 calculates ________________________

and Rate Service is how GC3 calculates _____________________.

98 Core Competence
Lesson 10: Rate Offering

Lesson 10: Rate Offering


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a Rate Offering.


• Explain how a Rate Offering is used in GC3.
• Explain how a Rate Offering is associated with a Service Provider,
Rate Service, and Rate Distance.

In this lesson, you will:

• Create a Rate Offering for your Big Texan service provider using a
Rate Service Type of Simulation.
• Create a Rate Offering for your Antelope Line service provider
using a Rate Service Type of Simulation.

Core Competence 99
Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a Rate A Rate Offering represents the contract with a service provider. A single
Offering? service provider may have multiple Rate Offerings.

Rate Offering Rate Offering Header defines information such as:


Header
• Offering Type – GC3 ships with a standard list of available types
including TL, LTL, vessel, rail, and air.
- Different fields are displayed on the Attributes tab dependent
upon the selected Offering Type.
• Service Provider – in most instances, a service provider is
associated with a Rate Offering.
• Perspective:
- Buy – Applies to rates used for shipment purposes.
- Sell – Applies to rates used for billing purposes.
- All – Applies to rates used for both shipping and billing
purposes.
• Currency – defines which currency is being used to enter rates.
• Version – indicates the Effective and Expiration Date for a specific
Rate Offering and is a required field.
- For example, you create a version that applies from January 1,
2005 through December 31, 2005. Any Rate Offering that has
the same effective and expiration dates can use this version.
- An expired Rate Offering cannot be used to build shipments.

100 Core Competence


Lesson 10: Rate Offering

Rate Service ID identifies how transit times are calculated.

The Offering Type determines the attributes available for a rate


offering on the next tab.

You can specify the rounding behavior of all numeric


fields during the rating process.

The fields on the Attributes tab will vary depending on the Offering Type
chosen.

Rate Offering For an offering type of TL, more detailed information can be entered
Attributes including:
• Stops included in rate detail
• Rate Distance
• Tariff detail

Core Competence 101


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Rate Distance indicates the method


in which GC3 calculates distance.

Stops Included in Rate indicates the number of free stops included in the
rate before stop-off charges apply. In GC3, shipments have a minimum of
two stops: a pickup stop and a delivery stop.

Pickup Delivery Pickup Delivery Delivery


Stop 1 Stop 2 Stop 1 Stop 2 Stop 3
No stop-off charges
One stop-off charge

Total All Stops is the total number of Pickup Stops and Delivery Stops this
Rate Offering accommodates. If the number of stops on a particular
shipment is higher than the Total All Stops on the Rate Offering, this Rate
Offering is bypassed by GC3.

102 Core Competence


Lesson 10: Rate Offering

Exercise: Create Create a Rate Offering and use the Big Texan Trucking service provider
a Truckload Rate and the Simulation TL Rate Service previously created.
Offering 1. Click Contract and Rate Management > Contract
Management > Rate Offering.
2. Click new.

GC3 displays the Rate Header tab.

3. Enter a Rate Offering ID of XXX_BIG_TEXAN_TL where XXX


equals your initials.
4. Select the Offering Type TL.
5. Enter a Service Provider ID of XXX_BIG_TEXAN (from previous
exercise).
6. Tab out of the service provider ID field and wait for the page to re-
load.
7. Enter a Rate Service ID of XXX_SIMULATION_TL (from previous
exercise).
8. Select the Transport Mode TL.
9. Select the Perspective Buy.
10. Click l next to Version to find the appropriate Version.
11. Mark the checkbox next to 2005_2010 (already exists).
12. Click finish in the search page.

GC3 returns to the Rate Header tab. GC3 populates the Version
field with the selected Version.

13. Click next.

GC3 displays the Attributes tab.

14. Enter Stops Included in Rate of 2.


15. Enter Total All Stops of 2.
16. Enter Pickup Stops of 1.
17. Enter Delivery Stops of 1.
18. Click l next to Rate Distance ID to find the appropriate Rate
Distance.
19. Mark the selection check box next to LOOKUP ONLY.
20. Click finish.

GC3 returns to the Attributes tab. GC3 populates the Rate


Distance ID field with the selected Rate Distance.

21. Click finished.

GC3 displays the confirmation page.

Core Competence 103


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a Rate Offering for Antelope Line and use the Antelope Line service
a Truckload Rate provider and the Simulation TL Rate Service previously created.
Offering Remember, XXX equals your initials.

Field Enter This Data …

Rate Offering ID XXX_ANTELOPE_TL


Rate Offering Type TL
Service Provider ID XXX_ANTELOPE_LINE (from previous
exercise)
Rate Service ID XXX_SIMULATION_TL (from previous
exercise)
Transport Mode TL
Perspective Buy
Version 2005_2010 (already exists)
Stops Included in 2
Rate
Total All Stops 2
Pickup Stops 1
Delivery Stops 1
Rate Distance ID LOOKUP ONLY

104 Core Competence


Lesson 10: Rate Offering

Lesson Review • How are Rate Offering, Service Provider, Rate Service, and Rate
Distance related?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Explain the field called Stops Included in Rate.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name two Offering Types in GC3.


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 105


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 11: Rate Record


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a Rate Record.


• Explain how a Rate Record is used in GC3.
• Explain the multi-cost rule.
• Explain what charge type indicates in GC3.
• Explain how costs are created.

In this lesson, you will:

• Create a Rate Record associated with the Rate Offering for Big
Texan Trucking.
• Create a Rate Record associated with the Rate Offering for
Antelope Line.

106 Core Competence


Lesson 11: Rate Record

What is a Rate Rate records provide specific costing data from one location to another.
Record?
• Rate records must be associated with a Rate Offering.
• For any options that can be specified in both the Rate Offering and
Rate Record, the Rate Record takes precedence.
- For example, stop-off charges can be defined on both the Rate
Offering and the Rate Record. The stop-off charges on the
Rate Record take precedence over the stop-off charges on the
Rate Offering.

Rate Record The source and destination geo hierarchy are defined on the Rate Record.
Lane Info These can be set up very broad or very specific including:
- Source country to destination country
- Source location to destination location
- Or they can be any combination (Source country to destination
state/province)

Instead of geography hierarchies, you can also define the lane using
regions. For example, your source is your Phoenix DC and your
destination is a region containing Pennsylvania, New Jersey, and Delaware.

Every Rate Record is associated to a Rate Offering.

The Geo Hierarchy listboxes define the general start


and end information for the Rate Record. Regions can
also be used to define this information.

Core Competence 107


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Rate Record The source/destination geo hierarchy defined on the Lane Info tab dictates
Attributes what appears on the Attributes tab.
• For example, if STATE/PROVINCE is entered as the Source Geo
Hierarchy and COUNTRY is entered as the Destination Geo
Hierarchy on the Lane Info tab, the lanes appear as Source
Geography Province Code and Destination Geographic Country
Code ID on the Attributes tab.

In this example, we defined on the Lane Info tab:


• Source Geo Hierarchy as USZIP3
• Destination Geo Hierarchy as State/Province

Rate Costs Data entered into the rate costs tab is used in the planning process to rate
a shipment.

• Rate costs in GC3 are very flexible and can accommodate many
types of rates such as per shipment, per mile, by weight or
volume, by distance, etc. GC3 includes over 200 rate costs.

Click add a cost to add rate cost details.

108 Core Competence


Lesson 11: Rate Record

Add a Rate Cost Multiple alternatives are possible when adding or editing a rate cost.

Amount is the actual cost in a specific currency.

Choose which Per Basis the amount applies to (per shipment,


per weight, per distance, etc.).

Unit is the number of basis options that go with each amount


entered and will vary depending on the Basis selected.

Conditional Rules Æ

Cost Definition Æ

Charge Type Æ

Tariff Æ

• Conditional Rules – define when GC3 should apply a cost. Up to


four conditional rules can exist for each cost.
- For example, by selecting a Basis of SHIPMENT TOTAL
WEIGHT, an Operator of > and a Value of 1000 lbs in these
fields, GC3 charges the oncoming rates for shipments that
have a weight greater than 1000 lbs.

• Cost Definition – defines what costs GC3 should apply. Actual


costs are entered per unit of a basis option on the Amount text
box.
- Because there are so many different ways you may have your
rates structured, there are many Rate Basis Cost options from
which to select. However, you can configure GC3 to display
only those options you use, either globally, or based on the
Rate Offering Type on the Rate Offering associated to the Rate
Record.
- To add onto the conditional rules example, entering an Amount
of 10.00 USD per a Basis of SHIPMENT TOTAL WEIGHT and a
unit of 100 lbs indicates to GC3 to charge 10.00 USD per 100
lbs of the total shipment weight for all shipments above 1000
lbs.

Core Competence 109


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

• Charge Type – This field enables you to set up different rate costs
within one Rate Record to accommodate various cost needs.
There are three different charge types:

Option Description

Minimum Cost The absolute minimum rate that can be


charged
Maximum Cost The absolute maximum rate that can be
charged
Normal Cost All other rates

To add onto the example above, you could specify the 10.00 USD
per SHIPMENT TOTAL WEIGHT cost as a Normal Cost. In another
rate cost, you could then set a minimum cost of 100.00 USD.
When rating a shipment, GC3 will charge at least 100.00 USD and
potentially more depending on the weight of the shipment.

• Tariff – detailed information about the schedule of prices that a


service provider publishes for the movement of freight. This
information lets the carrier know exactly what rate you want to
use. These fields form a reference to a rate just like the
components of a postal address reference a location.

Multi-Cost Rule This defines how to calculate the cost if multiple rate costs are defined.
• Add – GC3 adds all normal rate costs that are valid and
determines a final total for the shipment.
• Minimum – GC3 calculates the lowest valid cost and uses it for the
shipment. If a minimum rate cost exists, it is used as the absolute
minimum cost during rating.
• Maximum - G GC3 calculates the highest possible cost and uses it
for the shipment. If a maximum rate cost exists, it is used as the
absolute maximum cost during rating.

For example, you create a Rate Record with three rate costs. Based on
the multi-cost rule selected, GC3 will rate the shipment differently.

Costs Add Minimum Maximum

Rate Cost #1 – 200.00 USD 200.00 USD 200.00 USD


Minimum Cost
of 200 USD
Rate Cost #2 – 187.50 USD 187.50 USD 187.50 USD
Normal Cost
per mile (150
mi x 1.25 USD)
Rate Cost #3 – 300.00 USD 300.00 USD 300.00 USD
Normal Cost
per shipment
GC3 selects: 487.50 USD 200.00 USD 300.00 USD

110 Core Competence


Lesson 11: Rate Record

Exercise: Create Create a Rate Record for Big Texan Trucking using the Rate Offering you
a Truckload Rate just created. The rate is a state to state per mile rate of 1.20 USD.
Record 1. Click Contract and Rate Management > Contract
Management > Rate Record.
2. Click new.

GC3 displays the Rate Offering search page. Whenever you create
a new Rate Record, you first have to select which Rate Offering is
associated to the new Rate Record.

3. Click search and select the Rate Offering of


XXX_BIG_TEXAN_TL (from previous exercise).
4. Click finish.

GC3 displays the Lane Info tab.

5. Enter a Rate Record ID XXX_BIG_TEXAN_AZ_CA.


6. Select the Source Geo Hierarchy STATE/PROVINCE.
7. Select the Destination Geo Hierarchy STATE/PROVINCE.
8. Click next.

GC3 displays the Attributes tab.

9. Enter the Source Geography Province Code of AZ.


10. Enter the Destination Geography Province Code of CA.
11. Click next.

GC3 displays the Rate Costs tab.

12. Click add a cost.

GC3 displays the Add a Cost page.

13. Make sure the checkbox next to the Amount field is marked.
14. Enter an Amount of 1.20 USD.
15. Select a Basis of Shipment Total Distance Traveled.
16. Wait for the page to re-load before you continue.
17. Enter a Unit of 1 MI.
18. Click save at the bottom of the page.

GC3 returns to the Rate Costs tab.

19. Click finished.

GC3 displays the confirmation page.

Core Competence 111


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a Rate Record for Antelope Line using the Rate Offering you just
a Truckload Rate created. The rate is a USZip3 to state per mile rate of 1.25 USD.
Record Remember, XXX equals your initials.
Field Enter This Data …

Rate Offering ID XXX_ANTELOPE_TL (from previous exercise)


Rate Record ID XXX_ANTELOPE_AZ_CA
Source Geo Hierarchy USZIP3
Destination Geo STATE/PROVINCE
Hierarchy
Source Geo Postal 850
Code
Destination Geo CA
Province Code
Amount 1.25 USD
Basis Shipment Total Distance Traveled
Unit 1 MI

Remember to click finished to save the new Rate Record.

112 Core Competence


Lesson 11: Rate Record

Lesson Review • What does the multi-cost rule indicate in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name three rate basis options when creating a rate cost.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Give an example of when a charge type of Minimum Cost would be


used.
_____________________________________________________

_____________________________________________________

_____________________________________________________

• How is a Rate Record associated with a Rate Offering?


_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 113


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 12: Rate Query


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Test the rates previously created in Rate Query.


• Explain the importance of Rate Query in GC3.
• Explain the mandatory data necessary to run Rate Query.

In this lesson, you will:

• Verify your data including rates using Rate Query.

114 Core Competence


Lesson 12: Rate Query

What is Rate Rate Query helps you find rates for various transportation modes and is a
Query? quick and easy way to see all the rates that are available based on the
criteria you select.

• It uses the rate data, and in some instances the itinerary data,
that have been set up in GC3.
• When using Rate Query, some form of location data must be
entered. This information could be specific such as a Location ID
or more general such as a Province Code.
- To narrow down the search, a user should enter as much
information as possible on the Rate Query page.

Once all the data is entered, there are two options for processing the rate
query:

• Find rates – Used for direct shipments between one pickup and
one delivery point.
• Find route and rates – Used for multi-leg shipments that move
through various pickup and delivery points. In addition to rate
data, this option also uses the itinerary to find the appropriate
rate.

Core Competence 115


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Rate Query Page

Location Information Æ

Constraints Æ

Product Information Æ

116 Core Competence


Lesson 12: Rate Query

Exercise: Run a Use the Rate Query to ensure you have correctly created your data.
Rate Query
1. Click on the Rates icon within the Ask G-Log taskbar.
2. Enter the Ship From Location ID of XXX_PHOENIX_DC where
XXX equals your initials.
3. Enter the Ship To Location ID of XXX_LOS_ANGELES_STORE.
4. At the bottom of the page, select the Ship Unit of 4X4 PALLET.
5. Enter a Ship Unit Count of 100.
6. Enter a Weight of 470 LB.
7. Click find rates.

GC3 should return both your Big Texan Trucking rate and your
Antelope Line.

Enter the results of the Rate Query below:

Field Enter Your Results …

Rate Offering ID for


Big Texan Trucking
Rate Record ID for
Big Texan Trucking
Cost for Big Texan
Trucking

Field Enter Your Results …

Rate Offering ID for


Antelope Line
Rate Record ID for
Antelope Line
Cost for Antelope
Line

Core Competence 117


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • Name three types of data that can be entered on the Rate Query
page.
_____________________________________________________

_____________________________________________________

_____________________________________________________

• In addition to rate data, what other type of data may be used by


the Rate Query to find the appropriate rate?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What type of data must always be entered into the Rate Query to
perform a query?
_____________________________________________________

_____________________________________________________

_____________________________________________________

118 Core Competence


Lesson 13: Itineraries

Lesson 13: Itineraries


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a single leg itinerary.


• Explain the difference between a single leg, multi-stop and multi-
leg itinerary.
• Explain the three areas of importance when creating an itinerary.
• Explain the difference between a lane and a leg.

In this lesson, you will:

• Create a single leg TL itinerary that will be used for your Phoenix
DC to Los Angeles General Store shipment.

Core Competence 119


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is an An itinerary determines the specific route for a shipment. They are used
Itinerary? as a filter by narrowing down the options for GC3 to consider when
building shipments. GC3 uses geography, weight/volume, equipment
data, mode profile, and other criteria to determine if an itinerary can be
used.

Itineraries can be set up to indicate a very broad or very specific route.


Some include:

• Source country to destination country


• Source location to destination location
• Source USZIP3 to destination USZIP3
• Or, they can be any combination (source country to destination
state/province).

If multiple itineraries can be used for a shipment, the least cost itinerary is
chosen.

Itinerary Itineraries can specify attributes a shipment must follow such as:
Attributes
• Service provider
• Mode profile
• Rate
• Equipment

Itinerary Types There are various iterations of itineraries. The three covered in this course
are the single leg itinerary, the multi-stop itinerary, and the multi-leg
itinerary:

• Single leg itinerary – represents a direct move between a source


location and a destination location. The lane described by the
itinerary can be general or specific.
• Multi-stop itinerary – represents shipments that can be planned
together because they share orders. They may contain one or
more pickup or delivery locations. Multi-stop shipments take
advantage of lower costs by creating efficient routes that save
money.
• Multi-leg itinerary – represents multiple shipments that are related
to one another. For example, a company has cargo moving from
Frankfurt, Germany into Chicago, Illinois. The itinerary has three
legs:
- Truckload from Frankfurt to the Port of Bremerhaven
- Vessel from the Port of Bremerhaven to the Port of New York
- Rail from the Port of New York to Chicago

120 Core Competence


Lesson 13: Itineraries

This lesson focuses on single leg itinerary. Multi-stop and multi-leg


itineraries will be discussed in greater detail later in this course.

The three areas of importance when creating an itinerary are Parameters,


Lane Definition, and Leg Detail.

Itinerary The first area of importance is parameters, which define basic attributes
Parameters including:
• Itinerary ID
• Buy or sell perspective
• Source and destination geographic hierarchy
• Constraints, such as weight and volume limitations

The three options for Itinerary Type are:


Active – the itinerary is available for planning

Inactive – the itinerary is unavailable for


planning

Manual – the itinerary is available only for


certain planning actions

A lane defines the general start


and end information of a route.

Core Competence 121


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Itinerary Lane The second area of importance is lane definitions that define the
Definitions geographic definition for shipment activity.
• As with the Rate Record, the source/destination geo hierarchy
defined on the Parameters tab dictates what appears on the Lane
Definitions tab.
- For example, if STATE/PROVINCE is entered as the Source Geo
Hierarchy and Destination Geo Hierarchy on the Parameters
tab, the lanes will appear as Source Geography Province Code
and Destination Geographic Province Code on the Lane
Definitions tab.

Itinerary Legs The third area of importance is the itinerary leg that describes detailed
data pertaining to a specific part of the route. There can be multiple legs
contained in one lane.

Too add itinerary details for a leg, click new leg or use an
existing leg. An itinerary must contain at least one leg.

New Itinerary Certain detailed information can be specified on a leg including:


Leg
• Sequence Number – indicates the order in which the leg occurs in
the physical shipment activity.
• Rate Offering/Rate Record – indicates a specific rate that an
itinerary must select. Either can be indicated.
• Equipment Assignment Type – controls how GC3 makes equipment
assignments for that leg.
- For example, should GC3 optimize equipment or reuse
equipment from a previous leg?
• Service Provider Profile – indicates if a leg must use a specific
service provider from a list of service providers.

122 Core Competence


Lesson 13: Itineraries

Used when routing and rating


international shipments. These If you have multiple legs on your
fields indicate if a shipment must itinerary, mark the one leg that is most
pass through a specific port. important for GC3 to focus on.

Either an Equipment Group Profile ID or a Multi-


Modal Equipment Set must be indicated on an
itinerary. Multi-Modal Equipment Set equates to an
Equipment Group Profile Set.

Mode Profile ID indicates a group of transportation


modes that an itinerary accommodates.

Equipment on Using an Equipment Group Profile or Equipment Group Profile Set specifies
Itinerary equipment to be used on the Itinerary Leg. At least one of these fields
must be populated.

• Equipment Group Profile is a grouping of equipment groups.


• Equipment Group Profile Set is a grouping of equipment group
profiles and allows GC3 to evaluate multiple equipment options
within an itinerary for both the multi-leg and multi-stop moves.

If both are indicated on the itinerary leg, GC3 selects the best fit
equipment group from within each profile and rates it. GC3 then selects
the least-cost feasible option across all the equipment groups.

Core Competence 123


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a new itinerary for the TL move from the Phoenix DC to the Los
a Direct Itinerary Angeles General Store. The lane for this itinerary is State/Province to
State/Province.

1. Click Transportation Planning and Execution > Itinerary


Management > Itinerary Manager.
2. Click new.

GC3 displays the Parameters tab.

3. Enter an Itinerary ID of XXX_AZ_CA_DIRECT where XXX equals


your initials.
4. Enter an Itinerary Name of AZ CA DIRECT.
5. Select the Perspective Buy.
6. From the Itinerary Type dropdown list, select Active.
7. Select the Source Geo Hierarchy STATE/PROVINCE.
8. Select the Destination Geo Hierarchy STATE/PROVINCE.
9. Click next.

GC3 displays the Lane Definitions tab.

10. Enter the Source Geography Province Code of AZ.


11. Enter the Destination Geography Province Code of CA.
12. Click next.

GC3 displays the List Legs tab.

13. Click new leg.


14. Enter Sequence Number of 1.
15. Mark the Primary checkbox.
16. Select the Equipment Assignment Type Optimize Equipment.
17. Select the Mode Profile ID TL.
18. Click l next to Equipment Group Profile ID to find the appropriate
Equipment Group Profile.
19. Mark the checkbox next to XXX_48_FT_TRAILERS.
20. Click finish.

GC3 returns to the Itinerary – New Leg page. GC3 populates the
Equipment Group Profile ID field with the selected Equipment
Group Profile.

21. Click save at the bottom of the page.

GC3 returns to the List Legs tab.

124 Core Competence


Lesson 13: Itineraries

22. Click finished.

GC3 displays the confirmation page.

Core Competence 125


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • Name three types of Geo Hierarchies.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is the difference between a lane and a leg?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does the sequence number on an itinerary leg indicate?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name two attributes that can be specified on an itinerary.


_____________________________________________________

_____________________________________________________

_____________________________________________________

126 Core Competence


Lesson 1: Order Base and Order Release Relationship

Order Management

Lesson 1: Order Base and Order Release Relationship


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of this lesson, you will be able to:

• Explain the importance of Order Bases and Order Releases.


• Explain the relationship between Order Base and Order Release.
• Explain the four options for manually entering an order into GC3.
• Explain the data requirements for orders.
• Explain alternate ship from and ship to locations.

Core Competence 127


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What are Order An order in GC3 represents the requirement to move cargo from one
Base and Order location to another.
Release? • Generally speaking, orders are most likely created in an external
order management system or ERP system and sent to GC3
electronically for transportation management and planning.
• GC3 also provides the capability to manually enter orders.
- For example, you may be a 3PL who uses GC3 as your order
management system. Often the users take an order over the
phone from customers.

There are two parts to an order in GC3:

• Order Base
• Order Release

Order Base An Order Base represents production orders, open purchase orders, or
detailed orders. They can be received from an ERP system or entered
manually into GC3. The Order Base describes the buyer and seller terms of
sale and requirements/constraints for shipping.

High level information defined on the Order Base includes:

• Order Base ID
• Involved party
• Source and Destination locations
• Total Ship Unit and/or Item data

An Order Base is generally used when you want to incrementally release


the order over a period of time.

When an Order Base is ready to be shipped, you must create an Order


Release. GC3 can automatically create an Order Release or you can
specify in the Order Base the exact details of what to release.

• A release may be a partial line or several lines of an order.


• A release can also be several partial lines. For example, an open
purchase order with many lines may have a release against it that
contains some quantity of all the lines.

Note: You can only plan shipments from an Order Release, not an
Order Base.

128 Core Competence


Lesson 1: Order Base and Order Release Relationship

ORDER BASE ORDER RELEASE

3000 KG 3000 KG

OR

1000 KG
3000 KG
each

Order Base When entering an Order Base manually into GC3, there are three different
Entry Options entry options available. No matter which option is used to create an Order
Base, they are all viewable and/or editable through the Order Base menu
option.

• Simple Order - contains one source and one destination. A simple


order automatically generates one Order Release.
• Order Base - An Order Base can be split into many shippable
Order Releases.

Simple Order Order Order Base


Template

User Manual input Manual input by Anyone – manual


by shipper shipper’s client or through
integration
Feature One One source/one All encompassing
source/one destination; order entry page;
destination; provides a rate supports multiple
limited data quote and/or source/
saves the order destination
Results Automatic Automatic One or multiple
creation of an creation of an releases which are
Order Base and Order Base and automatic or
Order Release Order Release manual

Order Release An Order Release signifies that an order is ready for shipment. They can
be received from an ERP system, entered manually into GC3, or created
from an Order Base. As with the Order Base, the Order Release describes
the buyer and seller terms of sale and requirements/constraints for
shipping.

High level information defined on the Order Release includes:

• Order Release ID and if there is an associated Order Base ID


• Involved party
• Source and Destination locations
• Total Ship Unit and/or Item data

Core Competence 129


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

If your entire order is ready for planning and does not need to be
incrementally released, you may enter only an Order Release and bypass
the Order Base.

Order Release When entering an Order Release manually into GC3, there are four
Entry Options different order options available:
• Simple Order – contains one source and one destination.
• Order Template – used by customers that want quick order entry
and rate quote requests.
• End to End Order – streamlines the complete order entry cycle
from basic order entry and releasing to shipment planning and
financial analysis through final billing. This option also facilitates
the buy and sell perspective so that you can easily visualize
cost/revenue and therefore the profit margin on providing
transportation services to a customer on a per-order basis
• Order Release - used if you want to add detailed information about
the order.

Simple Order End to End Order


Order Template Order Release

User Manual Manual Manual Anyone –


input by input by input manual or
shipper shipper’s interested through
client in buy/sell integration
perspective
Feature One One Streamlines All
source/one source/one order entry, encompass-
destination destination; release, sing order
with provides a shipment entry page;
limited rate quote planning, one source/
data and/or financial destination
saves the analysis;
order provides
buy/sell
info
Results One One release Save order, One release
release which is create which is
which is ready for order ready for
ready for planning template or planning
planning financial
overview

No matter which option is used to create an Order Release, they are all
viewable and/or editable through the Order Release menu option.

130 Core Competence


Lesson 1: Order Base and Order Release Relationship

Order Regardless of whether you are entering orders using an Order Base or an
Requirements Order Release include:
• At least one Source and Destination location are required.
• Orders based on ship units require a ship unit specification.
• Orders based on line items require a packaged item to be
identified.

Alternate An order has an origin and destination. However, there may be times
Shipping when you want to ship from or ship to alternate locations. For example,
Locations you may order goods from a supplier at one location but the goods ship
from a different location.

The types of alternate locations you can define are:

• Substitute location
• Plan from location
• Plan to location

What is a A substitute location is an alternate location from which an order can be


Substitute picked up or delivered. A location can have one substitute location.
Location? When a substitute location is defined on a location, the substitute location
becomes the ship from or ship to location on the order. For example, the
Los Angeles Store has a substitute location of LA Storage.

This Is the XXX_LOS_ANGELES_STORE location.

The XXX_LA_STORAGE location is a substitute location for


the XXX_LOS_ANGELES_STORE.

Then, an order is entered which has an origin of the Phoenix DC and a


destination of Los Angeles Store.

Order Origin: Order Destination:


Phoenix DC Los Angeles Store

Substitute Location:
LA Storage

Core Competence 131


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Because there is a substitute location on the destination, when the order is


released, the LA Storage location becomes the Plan To location.

132 Core Competence


Lesson 1: Order Base and Order Release Relationship

When a shipment is built from this order, the shipment is from the Phoenix
DC to the LA Storage location. Data such as rates and itineraries must be
valid for the substitute location to successfully build a shipment.

Truckload Shipment

Phoenix DC LA Storage

If a substitute location had been defined on the Phoenix DC:

• The substitute location is the plan from location on the order.


• The shipment origin is the substitute location instead of the
Phoenix DC.

Using Plan A plan from or plan to location is populated if the origin or destination has
From/Plan To a substitute location.
Locations with- However, you can define plan from or plan to locations without substitute
out a Substitute locations. The plan from and plan to will become the source and
Location destination of the shipment.

Defining Plan from/to locations would override the substitute location if both were
Substitute defined. For example:
Locations and • The Los Angeles Store has a substitute location of LA Storage.
Plan From/Plan
• An order has an origin of Phoenix DC and a destination of the Los
To Locations
Angeles Store, and a Plan To of Sacramento Facilities, Inc.
• When the order is released, the plan to overrides the substitute
location. The order will have an origin of Phoenix DC, a
destination of Los Angeles Store, and a Plan To of Sacramento
Facilities, Inc.

Order Origin: Order Destination:


Phoenix DC Los Angeles Store

Substitute Location:
LA Storage

Plan To Location:
Sacramento Facilities, Inc.

• The shipment will have an origin of Phoenix DC and a destination


of Sacramento Facilities, Inc.

Truckload Shipment

Phoenix DC Sacramento Facilities, Inc.

Core Competence 133


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Create Create a new location with the following information. This will be a
a new Location substitute location for the Los Angeles Store. The Los Angeles Store has
very limited storage space in its building. Because of this, the product
needs to be shipped this 3rd party storage facility.

Field Enter This Data …

Location ID XXX_LA_STORAGE
Corporation ID XXX_GENERAL_STORE_INC (from previous
exercise)
Address Lines 926 WEST ALLEN STREET, LOS ANGELES,
CA, 90043, USA
Location Role SHIP FROM/SHIP TO
Fixed Stop Time 1 H (hours)

Exercise: Assign Assign the LA Storage location as a substitute location to the Los Angeles
a Substitute Store.
Location to a 1. From the confirmation page, click modify another.
Location
2. Enter a Location ID of XXX_LOS_ANGELES_STORE.
3. Click search.
4. Click the XXX_LOS_ANGELES_STORE Location ID to edit it.
5. Click the Routing tab.
6. Enter a Substitute Location ID of XXX_LA_STORAGE.
7. Click finished.

GC3 displays the confirmation page.

134 Core Competence


Lesson 1: Order Base and Order Release Relationship

Lesson Review • What are the two ways that orders can be entered into GC3?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• How is an Order Release related to an Order Base?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• How do substitute locations relate to plan from and plan to


locations?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Can you define plan from and/or plan to locations on an order


without using substitute locations?
_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 135


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 2: Simple Orders


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Explain simple order.


• Create a simple order.
• Explain the business reasons for creating a simple order.

In this lesson, you will:

• Create a Simple Order for a TL move from the Phoenix DC to the


Los Angeles General Store using the data you created.

136 Core Competence


Lesson 2: Simple Orders

What is a Simple A simple order is a quick way to manually enter an order without providing
Order? low level details. A Simple Order can be manually entered for an Order
Base or an Order Release.

• Order Base Simple Order


- The data entered into a Simple Order is a subset of the Order
Base data.
- When you enter an Order Base Simple Order, the entire
amount of ship unit or line item data that is entered into the
Order Base is released. A new Order Release is created.
- A Simple Order can then be modified through the Order Base
pages and the Order Release pages.

• Order Release Simple Order


- The data entered into a Simple Order is a subset of the Order
Release data.
- When you enter an Order Release Simple Order, the entire
amount of ship unit or line item data that is entered is ready
for planning.
- A Simple Order can then be modified through the Order
Release pages.

This lesson focuses on the Order Base Simple Order.

Simple Order Minimal data is required to enter a simple order.


Entry

You must enter a planner with involved


party qualifier of LOGISTICS for service
The next page varies providers to receive tender/booking
depending on if you select notifications.
Ship Unit or Line Item.

Core Competence 137


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

• A simple order has only one source and one destination. This is
different than an Order Base because an Order Base can support
multiple source and destination locations.
• You can enter detailed pickup and delivery date information.
• You can specify an Involved Party with an interest in this order.
For example you can:
- Specify the transport planner. GC3 will then know to send
tenders to service providers using the name of this transport
planner.
- Configure GC3 to notify the consignee (involved party
qualifier) when certain events occur to any order. GC3 will
then look up which person (involved party) you have defined
as consignee for each order against which the event occurred.
• You can specify a Contact, a specific person, that GC3 should
notify when certain events occur for only this specific order.
• Define whether the simple order will have line item or ship unit
detail.

Line Item Entry If you mark the checkbox next to Line Item on the Simple Order page, you
can then enter data specific to the line item including packaged item
information.

Click new line item to add order line item details.

Packaged Item Details

When Line Item is selected on the previous tab, you are required to enter
a Packaged Item ID or an Item ID as well as a Total Package Count.
Additional information such as Total Weight and Total Volume can also be
specified.

138 Core Competence


Lesson 2: Simple Orders

Ship Unit Entry If you mark the checkbox next to Ship Unit on the Simple Order page, you
can then enter data specific to the ship unit. Simple Order allows you to
enter high-level Ship Unit Line data.

You can click new ship unit to add order details.

Ship Unit Details

When Ship Unit is selected on the previous tab, you can specify the
following addition information:

• Commodity data
• Weight and volume per ship unit
• Ship Unit count and specification

If you do not enter a Ship Unit ID,


GC3 generates one for you.

Core Competence 139


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Enter a Create a Simple Order from the Phoenix DC to the Los Angeles Store for
Simple Order snack foods.
1. Click Order Management > Purchase Order > Simple Order.

GC3 displays the Simple Order tab.

2. Enter an ID of XXX_PHO_TO_LA_001.
3. Enter your Source Location of XXX_PHOENIX_DC.
4. Enter your Destination Location of XXX_LOS_ANGELES_STORE.
5. Click l next to Involved Party to find the appropriate Contact.
6. Click the checkbox next to your XXX_PHOENIX_DC_PLANNER.
7. Click finish in the search page.

GC3 returns to the Simple Order tab. GC3 populates the Involved
Party field with the selected Contact.

8. Select the Communication Method BY CONTACT.


9. Select the Involved Party Qualifier LOGISTICS.
10. Click save.
11. Click the checkbox next to Line Item.
12. Click next.

GC3 displays the Line Item tab.

13. Click new line item.

GC3 displays the Packaged Item page.

14. Click l next to Package Item ID to find the appropriate Packaged


Item.
15. Mark the checkbox next to your XXX_CHOCOLATE_COOKIES.
16. Click finish in the search page.

GC3 returns to the Simple Order – Line Item tab. GC3 populates
the Packaged Item ID field with the selected Package Item.

17. Enter a Total Weight of 25000 LB.


18. Enter a Total Volume of 1500 CU FT.
19. Enter a Total Package Count of 1000.
20. Click save.

GC3 returns to the Line Item tab.

140 Core Competence


Lesson 2: Simple Orders

21. Click new line item to enter a second line item.

GC3 displays the Packaged Item page.

22. Click l next to Package Item ID to find the appropriate Package


Item.
23. Mark the checkbox next to your XXX_CRACKERS.
24. Click finish in the search page.

GC3 populates the Packaged Item ID field with the selected


Packaged Item.

25. Enter a Total Weight of 22500 LBS.


26. Enter a Total Volume of 1000 CU FT.
27. Enter a Total Package Count of 1125.
28. Click save.

GC3 returns to the Line Item tab.

29. Click finished.

GC3 displays the confirmation page.

Enter the ID of the Simple Order below:

Field Enter Your Results

Order ID

Click the business monitor icon. Which query has been updated after
performing this exercise?

Saved Query Name Number of Matching

Close the Business Monitor page.

Click Order Management > Order Release > Order Release and query
on the new Order Release. Click the Order Release ID to edit it.

Question Enter Your Answers…

Why is the Plan To Location ID


populated with
XXX_LA_STORAGE?

Core Competence 141


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What is one difference between an Order Base and a simple order?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Why would someone use simple order?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Can a simple order support multiple origins and destinations?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• When you enter a simple order, when is an Order Release created?


_____________________________________________________

_____________________________________________________

_____________________________________________________

142 Core Competence


Lesson 1: GC3 Status

Transport Planning

Lesson 1: GC3 Status


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of this lesson, you will be able to:

• View an Order Release status in GC3.


• Explain what an Order Release status does in GC3.
• Explain what a status type and a status value are.
• Explain specific kinds of Order Release status.

Core Competence 143


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is GC3 Throughout GC3, certain business objects have statuses associated with
Status? them. Examples of business objects with statuses include Location, Order
Base, Order Release, Shipment, and Invoice. Statuses consist of:

• Status Type - represents a class of actions that can occur during


the GC3 process.
• Status Value - associated with a status type and represents
specific actions for the record.

Order Release When an Order Release is created, certain status types and status values
Status are assigned to the Order Release.

As the Order Release is used for creating shipments and other GC3
processes, the status values may change depending on the GC3 processes
that have run.

Order Release The key Order Release Status Types and Status Values are:
Status Type and
• BILLED identifies the billing state of an Order Release.
Status Value
- BILLED_NOT BILLED
- BILLED_BILLED

144 Core Competence


Lesson 1: GC3 Status

• ORDER MODIFIED indicates when modifications are received to the


Order Base that was used to create the Order Release.
- ORDER MODIFIED_NO MODIFICATION
- ORDER MODIFIED_MODIFIED
- ORDER MODIFIED_BASE MODIFIED
- ORDER MODIFIED_ACKNOWLEDGED
- ORDER MODIFIED_DENIED

• PLANNING identifies the planning state of the Order Release from


a buy perspective.
- PLANNING_NEW
- PLANNING_UNSCHEDULED
- PLANNING_PLANNED – FAILED
- PLANNING_PLANNED – FINAL
- PLANNING_EXECUTED – PARTIAL
- PLANNING_EXECUTED – FINAL
- PLANNING_ITEM OUT OF DATE

• PLANNING_SELL identifies the planning state of the Order Release


from a sell perspective.
- PLANNING_SELL_NEW
- PLANNING_SELL_UNSCHEDULED
- PLANNING_SELL_PLANNED – FINAL
- PLANNING_SELL_PLANNED – FAILED

Throughout the following exercises, you are going to check your status
types and status values to see how they change as an order moves
through the GC3 process.

Exercise: View View the Order Release status of the Order your just created.
the Order
1. Click Order Management > Order Release > Order Release.
Release Status
2. Click search.
3. Mark the checkbox next to XXX_PHO_TO_LA_001–001.
4. Click view. Click GC3 Status.
5. Enter the Order Release Status Values for the Status Types listed
below:
Status Type Status Value

ORDER MODIFIED
PLANNING

6. Close the GC3 status page.

Core Competence 145


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • Name two business objects that support statuses.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name two types of Order Release statuses.


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What does the Status Type of Order Modified indicate?


_____________________________________________________

_____________________________________________________

_____________________________________________________

146 Core Competence


Lesson 2: Build Shipments

Lesson 2: Build Shipments


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Create a buy shipment from existing Order Releases.


• Explain planning parameters.
• Explain the relationship between Order Release and Shipment.
• Explain the difference between buy shipments and sell shipments.
• Explain how Shipment Manager is used in GC3.

In this lesson, you will:

• Build a TL shipment from the order you just created.

Core Competence 147


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is a Shipments are created from one or more Order Releases and represent the
Shipment? movement of freight from one location to another.
There can be one Order Release on one shipment.

Planning and
Order release Shipment
Optimization

There can be multiple Order Releases on one shipment.

Order release
Planning
and Shipment
Optimization
Order release

One Order Release can be on multiple shipments.

Planning and Shipment


Order release
Optimization Shipment

A shipment has all details associated with the transportation activity


including:

• Service Provider
• Stop information
• Pickup and delivery times
• Equipment
• Transport Mode
• Ship unit and/or item detail
• Rate data

148 Core Competence


Lesson 2: Build Shipments

Once a shipment is created from an Order Release(s), users can monitor


shipment activity, modify shipments, create shipments and shipment
templates, and perform various shipment related tasks including:

• Tender shipments
• Change service provider
• Change equipment group
• Change planned, estimated, actual or appointment
arrival/departure dates and times
• Add pickup and delivery appointment times

How do Prior to shipment planning and optimization, your business rules need to
Business Rules be defined in GC3 so the plan can be executed.
Affect Shipment To minimize changes to shipments after they are built, it is important to
Planning? keep your business rules up to date so that GC3 makes the optimal
decision for your business process.

For example, if GC3 plans a shipment to arrive at your distribution center


at 5:30AM, but the location does not open until 7:00AM, update the
calendar on that location so the next shipment will be planned correctly.

Customize You can customize shipment planning to your business process through
Shipment planning parameter sets.
Planning GC3 ships with a default Planning Parameter Set that specifies the
standard process used when building shipments. A Planning Parameter
Set contains planning parameters. Each planning parameter has specific
values that control shipment building.

Planning Parameter Set

Planning Parameter

Planning Parameter

Planning Parameter

Creating a new Planning Parameter Set and assigning it to your domain


ensures the proper parameters are used to meet your business processes
during planning and optimization.

You will be learning about specific planning parameters and using them
throughout this class.

Core Competence 149


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Shipment In previous exercises, data was set up to facilitate the buy and sell
Perspective perspective in GC3. When shipments are created, they will be in the
perspective of buy shipments or sell shipments.

• Buy shipments represent services a planner buys from a service


provider. It can include multiple orders, customers, and pickup
and delivery locations to produce the optimal transportation
solution for shipping goods. When creating a buy shipment, GC3
associates one or more Order Releases with a single itinerary,
rate, equipment type, and service provider to determine the route
for the shipment.
• Sell shipments represent the cost for shipping freight to a specific
final customer and contains the order for only one customer. They
are used to provide customers with a view into shipment activity
and are created automatically.

In this exercise, you are building a buy shipment.

Manually Build a You manually build a buy shipment from the Order Release actions menu.
Shipment
Select the appropriate Order
Release(s) and click Actions >
Build Buy Shipment > Direct.

Build Buy After you create a shipment from Order Releases in GC3, the following
Shipment page is displayed with the new shipment information.
Confirmation
Page

Click the Shipment ID for more information pertaining to the shipment.

150 Core Competence


Lesson 2: Build Shipments

View the You can click on the shipment ID hypertext to view details about the
Shipment Details shipment.

Click more to see detailed


shipment information.

Notice Stop 2 is
XXX_LA_STORAGE Æ
Click the arrow to see detailed information about the equipment or stops.

Data on the shipment includes:

• Information on the service provider, rate, and itinerary used to


build the shipment.
• Start Time – GC3 calculates the shipment start time window
identifying the earliest, best, and latest start time of a shipment.
• End Time – GC3 calculates the best end time of the shipment.
• Actual, Weighted, and Planned Cost
• Equipment information
• Stop information
• Ship Unit and Packaged Item information

Core Competence 151


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Exercise: Build a Build a shipment from the order previously entered into GC3.
Direct Truckload
1. Click Order Management > Order Release > Order Release.
Shipment
2. Click search.
3. Mark the checkbox next to XXX_PHO_TO_LA_001–001.
4. Click Actions > Create Buy Shipment > Direct.

GC3 displays the Equipment Selection page. Leaving both the


Equipment Group ID and Equipment Group Profile ID empty tells
GC3 to optimize equipment.

5. Click ok.

GC3 displays the Build Shipment confirmation page.

6. In the Build Shipment confirmation page, click on the Shipment


ID to view additional shipment data.
7. Click more.
8. Enter the following Shipment information below:
Field Enter Your Results…

Shipment ID
Service Provider ID
Rate Offering ID
Rate Record ID
Total Actual Cost

Question Enter Your Answers…

Why is stop 2
XXX_LA_STORAGE when the
destination of the Simple
Order was
XXX_LOS_ANGELES_STORE?

152 Core Competence


Lesson 2: Build Shipments

Exercise: Map Map the direct truckload shipment you just created.
Your Shipment
1. From the Shipment View page, click Actions > View > Map
Related Shipments.

GC3 displays a map with your truckload shipment from Phoenix,


AZ, to Los Angeles, CA.

The Legend
displays the
Detailed shipment information is displayed when mode colors.
you hover over the shipment on the map.

You are able to zoom in and out, maneuver the


map and add additional shipments to the map.

2. Close the Map view page.


3. Close the Shipment view page.
4. Click the business monitor icon. Which query has been updated
after performing this exercise?

Saved Query Name Number of Matching

Core Competence 153


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What is the difference between a buy shipment and a sell
shipment?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What are shipments created from in GC3?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name two tasks that can be performed from the Shipment


Manager.
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Name three types of data that will be included on a shipment once


it is created.
_____________________________________________________

_____________________________________________________

_____________________________________________________

154 Core Competence


Lesson 3: GC3 Status – Order Release

Lesson 3: GC3 Status – Order Release


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

Core Competence 155


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Order Release As you can see, the status value PLANNING on the Order Release status is
Status updated.

Exercise: View You will view the Order Release status of the shipment you just created.
the Order Status
1. Click Order Management > Order Release > Order Release.
2. Click search.
3. Mark the checkbox next to XXX_PHO_TO_LA_001–001.
4. Click view.
5. Click GC3 status.
6. Enter the Order Release Status Value for the Status Type listed
below:
Status Type Status Value

ORDER MODIFIED
PLANNING

7. Close the GC3 status page.

156 Core Competence


Lesson 3: GC3 Status – Order Release

Lesson Review • When we checked Order Release Status previously, the status
values were ORDER MODIFIED_NO MODIFICATION and
PLANNED_NEW. Why is the PLANNED_NEW status different?
_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 157


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 4: Shipment Modifications – Manual


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Change a shipment’s selected service provider.


• Explain why a user would manually change the shipment plan.
• Explain the various changes that a user can make to a shipment.

In this lesson, you will:

Change the service provider on your TL shipment because the service


provider that GC3 assigned can not handle the move.

158 Core Competence


Lesson 4: Shipment Modifications – Manual

What is a Manual Often the results of the shipment plan go directly into the
Modification? tendering/booking process with carriers. However there may be certain
times when the user may need to make a change after the shipment is
created. Some examples are:

• A strike for one of your carriers just started this morning so you
need to manually change the two shipments that were assigned to
that carrier.
• It is your busy season around the holidays and you cannot find a
carrier who will accept your tender; you finally talk to one on the
phone who will accept the tender so you change the shipment with
the updated carrier and pickup times.
• You need to re-sequence a multi-stop shipment.
• You need to manually change the equipment on a shipment.

To minimize manual changes to the shipment plan, it is important to keep


your business rules and parameters up to date in GC3 so that GC3 makes
the optimal decision for your business process.

• For example, if your distribution center changes its hours from a


24/7 operation to hours of Monday – Friday 6:00AM – 3:00PM, be
sure to update the calendar so GC3 plans feasible shipments.

Shipment Shipment actions allow you to perform certain functions against


Actions shipments.

Core Competence 159


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Some actions can be performed on several shipments at once, and some


actions can be performed on only one shipment at a time.

To manually change a shipment, mark the checkbox next to the shipment


ID and click the Actions button. In most instances, the Action menu shows
a group that contains multiple actions. Available groups and actions
include:

• Change Service Provider – there are 5 options within this group


including:
- Change Service Provider
- Choose Least Cost
- Choose Preferred Alternatives
- Edit Service Provider and Cost

• Change Shipment Details – there are 5 options within this group


including:
- Assign Rate
- Change Equipment Group
- Change Start Time
- Change Transport Mode

• Tender – there are 10 options within this group including:


- Accept Tender
- Approve for Execution
- Decline Tender
- Re-Transmit Tender
- Secure Resources
- Tender Shipment
- Withdrawal Shipment

For example, when you click Change Service Provider, GC3 displays all
valid service providers for the shipment. Select a Service Provider and
click ok to change the Service Provider and rates assigned to the
shipment.

Certain actions can only be performed at certain times based on the


status; for example, you cannot choose the action Tender Shipment when
the shipment is already tendered. But you can choose the action Re-
Transmit Tender.

160 Core Competence


Lesson 4: Shipment Modifications – Manual

Exercise: You just found out that the Big Texan Trucking drivers went on strike this
Change a morning. You need to manually change the service provider on the
Service Provider shipment you just created.
1. Click Transportation Planning and Execution > Shipment
Management > Buy Shipments.
2. Click search.
3. Mark the checkbox next to the Shipment you just created.
4. Click Actions > Change Service Provider > Change Service
Provider.

GC3 displays the Change Service Provider page.

5. Mark the checkbox next to XXX_ANTELOPE_LINE with a Rate


Offering ID of XXX_ANTELOPE_TL.
6. Click ok.

GC3 displays the shipment data before and after the service
provider change.

7. Click on the Shipment ID under Affected Shipments to view


additional shipment data.
8. Click more.
9. Enter the following Shipment information below:

Field Enter Your Results…

Shipment ID
Service Provider ID
Rate Offering ID
Rate Record ID
Total Actual Cost
Planned Cost

The Planned Cost is the original GC3 calculated cost of the


shipment, and does not change. The Total Actual Cost reflects the
current service provider and associated rates.

10. Close the Shipment view page.

Core Competence 161


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • Give an example of when you manually change a GC3 shipment.
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is the difference between Change Service Provider and Select


and Change Service Provider?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What are the submenus under View in the actions menu?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• What option would you select from the actions menu if you wanted
to change a truckload shipment to a less than truckload shipment?
_____________________________________________________

_____________________________________________________

_____________________________________________________

162 Core Competence


Lesson 1: Tendering Process

Shipment Execution

Lesson 1: Tendering Process


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

In this lesson, you will learn how to:

• Tender a shipment to a carrier.


• Accept the tender manually.
• Explain what tendering to a specific service provider is in GC3.
• Explain when the one step tendering process would be used.
• Explain when the two step tendering process would be used.
• Explain the difference between the one step and the two step
tendering processes.
• Explain what open tendering is in GC3.
• Explain the different SECURE_RESOURCES status values in GC3.

In this lesson, you will:

• Tender your shipment to the assigned service provider.


• Manually accept the tender through GC3 for the assigned service
provider.

Core Competence 163


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is When a shipment is tendered, a notice is sent to the carrier with an offer
Tendering? to move the cargo. GC3 can be setup so that a shipment is tendered
manually or automatically.

Prior to tendering, the initial status values of the shipment are set to
REVIEWED_NOT REVIEWED and SECURE RESOURCES_NOT STARTED.

There are two types of tendering in GC3:

• Tender to a specific Service Provider


• Open Tender including Spot Bid Tender and Broadcast Tender

164 Core Competence


Lesson 1: Tendering Process

Tender to a When manually tendering a Shipment to a specific Service Provider, it can


Specific Service be a one or two step process:
Provider • One Step Process – This process is generally used if there is one
planner managing the entire move.
- By selecting the action of SECURE RESOURCES, the planning
for the shipment is finalized and the shipment is tendered to
the carrier. Shipment status values are set to
REVIEWED_EXECUTE and SECURE RESOURCES_TENDERED.
• Two Step Process – This process is generally used if there are two
people involved in the process, one who finalizes the planning and
another who arranges the transportation. There are two actions
associated with this process:
- APPROVE FOR EXECUTION indicates that a shipment has
completed the planning process and is ready for tendering. By
using this option, the REVIEWED status value is set to
REVIEWED_EXECUTE.
- TENDER SHIPMENT sends the notification to the carrier with
detailed information about the move. The secure resources
status value is set to SECURE RESOURCES_TENDERED.

Click the Secure Resources


action to initiate the one step
tendering process.

Once you click SECURE RESOURCES or TENDER SHIPMENT, GC3 displays a


tender confirmation page including:

• Shipment ID
• Cost data
• Start and End Time
• Service Provider
• Rate Offering
• Notification Communication Method

Core Competence 165


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Click on the Shipment ID to access the Shipment view page.

View the Shipment

The Shipment View page includes shipment related data and a link to the
GC3 shipment status.

Shipment Status

Clicking on GC3 status in the Shipment View or Edit page displays the
shipment status with the status REVIEWED and SECURE RESOURCES
status values changed.

166 Core Competence


Lesson 1: Tendering Process

Carrier Notification

When a shipment is tendered to a specific carrier, the following occurs in


GC3:

• A notice of the tender is sent to the carrier. GC3 sends the


notification using the highest-ranked communication method
supported by both the carrier and the planner.
• A timer previously created in GC3 starts. This timer defines how
long a service carrier has to respond to the tender before it is
withdrawn and potentially re-tendered to another carrier.
• The shipment status value is set to
SECURE RESOURCES_TENDERED.

Accept or Decline the Tender

The carrier can either accept or decline the tender by sending a


transmission through the integration layer, by fax, by email, or by using
On-line Booking and Tendering.

If the carrier is responding to the tender through On-line Booking and


Tendering or by clicking a URL in an email, GC3 displays the Tender
Response page.

Core Competence 167


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Click on Shipment Information, More Shipment


Information or Order Information to obtain additional
details about the shipment being tendered.

There is also the ability to re-transmit a shipment to a carrier if the carrier


did not receive the original tender. This is available as an Action within
the Shipment Manager.

Open Tender A tender could also be sent to a list of valid service providers. This differs
from tendering to a specific service provider in that:

• The planned cost of the shipment may not be the actual cost since
it depends on the service provider bidding results.
• It is sent to multiple service providers, and either the first to
respond or the lowest bid is awarded the bid. After the shipment
is awarded to a service provider, the tender process is the same.

There are two types of Open Tender:

• Broadcast Tender
• Spot Bid Tender

168 Core Competence


Lesson 1: Tendering Process

Broadcast Tender

The goal of Broadcast Tender is to find a Service Provider for a “hot” load.
The load is tendered to all valid service providers that accept broadcast
tenders.

The first Service Provider to accept the tender at a cost that is within a
certain tolerance is awarded the load. Once a Shipment is awarded to a
Service Provider, GC3:

• Auto-assigns the Shipment to the appropriate Service Provider


• Changes the Shipment Cost
• Sets the shipment status to SECURE RESOURCES_ACCEPTED
• Sends a tender withdrawal notification to all other service
providers

After the Shipment is awarded to a Service Provider, the tender process is


the same as tendering to a specific Service Provider.

Spot Bid Tender

The goal of Spot Bid Tender is to find the lowest cost Service Provider for
the Shipment. The load is tendered to all valid service providers that
accept Spot Bid Tenders.

Once the tender is closed, the Service Provider who responded with the
cheapest cost is awarded the load. Once a Shipment is awarded to a
Service Provider, GC3:

• Auto-assigns the Shipment to the appropriate Service Provider


• Changes the Shipment Cost
• Sets the shipment status to SECURE RESOURCES_ACCEPTED
• Sends a tender withdrawal notification to all other service
providers

After the Shipment is awarded to a Service Provider, the tender process is


the same as tendering to a specific Service Provider.

Core Competence 169


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What Does Open When you select either the Broadcast Tender Action or Spot Bid Tender
Tendering Do? Action, GC3 displays a list of valid service providers.

The default response time is the latest of all service provider response
times. You can override the default response time using the Expected
Response Time.

Shipment Status

Clicking on GC3 status in the Shipment View or Edit page displays the
shipment status with the status REVIEWED and SECURE RESOURCES
status values changed.

When a shipment is tendered via Broadcast Tender or Spot Bid Tender to a


list of service providers, the following occurs in GC3:

• A notice of the tender is sent to all valid carriers.


• A timer previously created in GC3 starts. The default response
time is the latest of all service provider response times.
• The shipment status is set to SECURE RESOURCES_TENDER
RESPONSE OPEN.

170 Core Competence


Lesson 1: Tendering Process

Carriers can respond to a Broadcast Tender or Spot Bid Tender via


integration or by using On-Line Booking and Tendering.

Exercise: View Prior to tendering the shipment, you will view the shipment status of your
the Shipment shipment.
Status 1. Click Transportation Planning and Execution > Shipment
Management > Buy Shipments.
2. Click search.
3. Click the check box next to the Shipment you just created.
4. Click view.
5. Click GC3 Status.

Core Competence 171


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Enter the Shipment Status Values for the Status Types listed below:

Status Type Status Value

REVIEWED
SECURE RESOURCES

6. Close the GC3 status page.

Exercise: Tender Tender your shipment to the service provider and review your shipment
Your Shipment status.
1. From the Shipment view page, click Actions > Tender > Secure
Resources.
2. In the confirmation page, click on the Shipment ID to view
additional Shipment data.
3. Click GC3 Status.

Enter the Shipment Status Values for the Status Types listed below:

Status Type Status Value

REVIEWED
SECURE RESOURCES

4. Close the GC3 status page.


5. Close the Shipment view page.

Exercise: Accept The service provider called you and accepted the tender so you will
Your Tender manually accept the tender and review your shipment status.
1. From the Shipment view page, click Actions > Tender > Accept
Tender.
2. In the confirmation page, click on the Shipment ID to access
additional Shipment data.
3. Click GC3 Status.

Enter the Shipment Status Value for the Status Type listed below:

Status Type Status Value

REVIEWED
SECURE RESOURCES

4. Close the GC3 status page.


5. Close the Shipment view page.

172 Core Competence


Lesson 1: Tendering Process

Lesson Review • When is the two-step tendering process generally used? What are
the two actions that are selected in the two-step process?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• What is the status value in GC3 when a shipment has been


tendered?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• When is re-transmit used?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• How do you tender to your carriers?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• In your business process, will you set up GC3 to automatically


tender to a carrier after shipment planning?
_____________________________________________________

_____________________________________________________

_____________________________________________________

Core Competence 173


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson 2: Freight Settlement


Direct

Locations &
Geography Calendars Contacts
Corporations

Commodities
Cargo
and Items

Business Modeling
Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

At the conclusion of the lesson, you will be able to:

• Explain the freight settlement process.


• Explain the difference between freight payment and customer
billing.
• Explain the difference between match payment and automatic
payment.
• Create an invoice from a buy shipment.

In this lesson, you will:

• Create an invoice for your shipment.


• Allocated the shipment costs back to the order you originally
created.

174 Core Competence


Lesson 2: Freight Settlement

Terminology • An invoice is sent from the service provider to the shipper. The
invoice details what amount the shipper owes the service provider
for moving the freight. Other information on an invoice includes
bill of lading, service provider information and stops.
• A voucher is the “ok” to send the service provider a determined
amount. A voucher is created in GC3 and sent to the shipper’s
accounts payable system.
- For example, pay Carrier A 300.00 USD.
• A bill is sent from the shipper (3PL) to the customer, detailing how
much is owed to the 3PL for planning the transport of the
customer’s freight.

What is Freight Freight settlement includes both freight payment and customer billing.
Settlement?
Freight payment is used with buy shipments.

• The shipper buys the transportation services from the service


provider. The service provider sends the shipper an invoice for the
amount owed.

Freight Payment
Buy shipment - transportation services purchased from the service provider

Physical Transport
Carrier 2
B C
Carrier 1 Carrier 3

A D
Invoices

Shipper
GC3
Financial
Payment
AP
Vouchers to
System
Carriers

Core Competence 175


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Customer billing is used with sell shipments.

• The service provider sells shipments to customers.

Customer Billing
Physical Transport Sell shipment - transportation services sold to customer
A B
B C
C D Carrier 2
B C
Carrier 1 Carrier 3

Sold Transport
A D A D
Invoices

3PL
GC3
Financial
Payment
Vouchers AP
to
and Bills System
Carriers

Bill to Customers (e.g. vendor


or retailer at A or D

What is the There are two options for the freight payment process:
Freight Payment
• Auto Pay – GC3 automatically pays a carrier based on an event
Process? occurring. For example, the shipper receives proof of delivery
from the service provider and sends payment automatically to the
service provider.
• Match Pay – the shipper receives an invoice from the carrier and
approves payment to the carrier.

With either option, you can allocate shipment costs.

• Allocation is the method of dividing the cost of a shipment among


the Order Releases down to the line item level.
• Your company might allocate transport costs to different
departments, business units, or cost centers.

What is Auto With Auto Pay, you can configure GC3 to pay a service provider based on a
Pay? specific event such as a shipment is created or a shipment arrived at the
final destination. When Auto Pay is used, GC3 sends a voucher to the
shipper’s accounts payable for the GC3 rated amount.

For example, when a shipment arrives at the final destination, a proof of


delivery is sent into GC3. This proof of delivery triggers the Auto Pay
process.

176 Core Competence


Lesson 2: Freight Settlement

Shipper
Carrier
Proof of Delivery
GC3

Sends payment Voucher for GC3


to carrier for GC3 rated amount
rated amount
Shipper's Accounts
Payable System

Configure Auto To configure service providers for Auto Pay, mark the Autopay? checkbox
Pay in the Service Provider Manager.

Core Competence 177


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

What is Match Instead of GC3 automatically sending a voucher, you may want to wait for
Pay? an invoice from the carrier. The invoice details how much is owed based
on services performed.

With Match Pay:

• The shipper receives an invoice from the carrier.


• GC3 matches the invoice to a shipment.
• GC3 compares the cost on the invoice with the GC3 calculated cost
on the shipment.
• If within a defined range, GC3 creates a voucher for the carrier to
be paid.

Shipper
GC3 finds the shipment
that matches the invoice

GC3 compares the invoice


If amounts are out of
amount with the GC3
defined tolerances,
calculated amount
alert user
Carrier
Invoice If amounts are within
defined tolerances, approve
GC3
invoice

Sends payment
to carrier for the
approved amount Voucher for
approved amount

Shipper's Accounts
Payable System

Configure There are several steps to configuring Match Pay. You need to define:
Match-Pay
• Match Rules – how GC3 should match the invoice to a shipment.
• Auto Approve Rules – when GC3 compares the invoice cost to the
GC3 calculated cost, how does GC3 know whether to approve this
or not?

If you do not want GC3 to automatically approve an invoice, you can


manually review and approve the invoice.

Define Match You assign one or more match rules per service provider. Your match
Rules rules can be based on:
• Reference numbers, such as the bill of lading
• SCACs (Standard Carrier Alpha Codes)
• Service provider IDs
• Origin or destination location
• Or any combination of these

178 Core Competence


Lesson 2: Freight Settlement

The location rule


Invoices and shipments must checkboxes specify
have the same service provider whether the match rule
to be matched by GC3. applies to source
locations, destination
locations, or both.

Reference Numbers are also used for


matching invoices and shipments.

For example, GC3 can match on SCAC and bill of lading number:

Carrier Invoice GC3 Shipments


Invoice #48830 Shipment ID 20488
MATCH = NO
SCAC = FLYO SCAC = FLYO

Bill of Lading = 564738 Bill of Lading = 356279

Shipment ID 21378
MATCH = NO
SCAC = FLYO

Bill of Lading = 77584

Shipment ID 21345
MATCH = YES
SCAC = FLYO

Bill of Lading = 564738

Core Competence 179


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Define Auto Now that GC3 has matched an invoice to a shipment, it has to compare
Approve Rules the costs and determine if this invoice will be approved and then
vouchered.

These fields are set between


zero and 100 and specify the
default percent above/below You can specify if the
the total actual cost of a auto approve rule is
shipment that the amount due based on cost,
of an invoice can be. Zero weight, or both.
indicates an exact match.

Consolidation Rule Type indicates if the


Auto Approve Rule applies to standard
invoices, consolidated invoices, or both.

If the invoice meets certain cost and or weight criteria, then GC3
automatically approves the invoice for payment.

For example:

• GC3 shipment cost = 991.98 USD


• Invoice cost = 1000.00 USD

Should GC3 approve this amount? You define whether this is within an
acceptable range in Auto Approve Rules.

You can define whether invoices need to meet the criteria of cost, as in the
example above, or weight.

For example:

• You want GC3 to approve the invoice if the weight on the invoice is
less than 25 pounds above the amount on the shipment.

Once you have defined these rules, you assign them to a Service Provider.

180 Core Competence


Lesson 2: Freight Settlement

Assign Rules to You assign the Match Rules and Auto Approve Rules to the Service
the Service Provider in the Service Provider Manager.
Provider

What Happens After approval, GC3 sends a voucher to the shipper’s accounts payable
After Approval? system.

What is Allocation is the method of dividing the cost of a shipment among the
Allocation? Order Releases down to the line item level.
It is often done as part of the freight payment settlement process, but not
necessarily. Allocation can be done whether you are utilizing other areas
of freight settlement or not. Your company might allocate transport costs
to different departments, business units, or cost centers.

Core Competence 181


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Allocation can be performed using planned shipment data, voucher data,


or on customer bills. With allocation, you define, for each Service
Provider, how to distribute the cost. The allocations can be based on, for
example:

• Weight
• Volume
• Piece count
• Distance carried
• Dimensional weight
• Weight carried distance
• Direct distance
• Weight direct distance
• Or any combination of these

182 Core Competence


Lesson 2: Freight Settlement

Allocation by Weight

Pickup Delivery Delivery


Order 1 Order 1 Order 2
Order 2
Total Shipment Weight = 40000 LB
Total Shipment Cost = 800 USD

Order 1 = 32000 LB Order 2 = 8000 LB


Allocated Cost = $640 Allocated Cost = $160

Exercise: Review the settlement rules assigned to a carrier and check the shipment
Shipment Status status.
1. Click Transportation Planning and Execution > Shipment
Management > Buy Shipments.
2. Click on the Transport tab.
3. Enter a Service Provider ID of XXX_ANTELOPE_LINE.
4. Click search.

GC3 displays the results page.

5. In the results page, click the XXX_ANTELOPE_LINE hypertext in


the Service Provider ID field to review your freight payment rules.

What rules did you define to Antelope Lines?


Field Enter Your Results …

Match Rule Profile


Auto Approve Rule
Profile ID
Allocation Rule Profile

6. Close the Service Provider view page.


7. Mark the checkbox next to the Shipment ID and click view.

GC3 displays the Shipment view page.

Core Competence 183


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

8. Click GC3 Status.

GC3 displays the Status page.

Enter the status value below.


Status Type Status Value

ALLOCATION_SHIPMENT

9. Close the GC3 status page.

Exercise: Create Create an invoice from the buy shipment you created. GC3 will approve
an Invoice the invoice.
1. From the Shipment view page, click Actions > Settlement >
Create Invoice.

GC3 displays the Generate Invoice Results page.

2. Click on the Invoice ID.

GC3 displays the Invoice view page.

3. Enter the following Invoice information below.


Field Enter Your Results …

Invoice ID
Amount Due
Invoice Date

4. Close the Invoice view page.

Exercise: Allocate the shipment cost the shipment used in the previous exercise.
Allocate
1. Click Transportation Planning and Execution > Shipment
Shipment Costs Management > Buy Shipments.
to the Order
2. Click search.
Level
GC3 displays the results page.

3. Mark the checkbox next to the appropriate Shipment ID and click


Actions > Settlement > Allocate Cost.

GC3 displays the message that Allocation has been attempted.

4. Close the Allocated Cost page.

184 Core Competence


Lesson 2: Freight Settlement

5. Ensure the checkbox next to the appropriate Shipment ID is


marked and click view.

GC3 displays the Shipment view page.

6. Click more.
7. Scroll to the bottom of the page to see the Order Release Line
Allocation.
8. Note the following about the allocated costs.
Question Enter Your Results …

What is the allocated cost


for the cookies?
What is the allocated cost
for the crackers?
Why was the cost allocated
this way?

9. Scroll to the top of the page and click GC3 Status.

GC3 displays the Status page.

Enter the status value below and compare this with the status you
documented in the previous exercise.
Status Type Status Value

ALLOCATION_SHIPMENT

10. Close the GC3 status page.

Core Competence 185


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Lesson Review • What is the difference between freight payment and customer
billing?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• Can you manually approve invoices?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Does GC3 need to plan the shipment in order to pay the shipment?
_____________________________________________________

_____________________________________________________

_____________________________________________________

• How does GC3 match invoices to shipments for Antelope Lines?


_____________________________________________________

_____________________________________________________

_____________________________________________________

• Why would you allocate costs?


_____________________________________________________

_____________________________________________________

_____________________________________________________

186 Core Competence


Case Study: Creating a Direct Truckload Shipment

Case Study: Creating a Direct Truckload Shipment


In this case study, you will be creating a direct truckload shipment. You
will then tender the shipment with a carrier and perform freight
settlement.

The shipment you will be building is from Miami, FL, USA to Dallas, TX,
USA.

Truckload

Miami, FL, USA Dallas, TX, USA

All of the information you need to complete this case study is below. Use
the swim lanes as a guide to ensure all data is set up appropriately.

Direct

Locations &
Geography Calendars Contacts
Corporations

Material
Cargo Commodities Items
Manager
Business Modeling

Asset Equipment

Service Rate Rate


Rates Rate Service
Providers Manager Distance

Rate Query -
Rate Offering Rate Record
Find Rate

Route Itineraries
Execution Planning Management
Order

Order Bases Simple


and Releases Orders
Shipment Transport

Build Shipment
GC3 Status GC3 Status
Shipments Modifications

Tendering
Settlement
Process

Business Miami Growers, Inc (444 Brickell Avenue, Miami, FL 33131 USA) is a large
Scenario supplier of fruit to be processed into juice, water ice, and popsicles. You
are the planner at Miami Growers who creates the order and monitors the
cargo throughout the move. Miami Growers limits loading of trucks at
their facility to Monday through Friday between 6:00AM and 6:00PM and
are closed on Saturday, Sunday, and Christmas (December 25). The #1
processor of fruit juices in the United States is Dallas Squeezers Company
(598 Longhorn Drive, Dallas, TX 75204 USA). Dallas Squeezers is Miami
Growers largest customer and receives their cargo 24 hours a day, seven
days a week. Both Miami Growers and Dallas Squeezers have a fixed stop
time of 1 hour.

Core Competence 187


Scenario: Build, Execute, and Settle a Direct Truckload Shipment

Miami Growers uses a TL service provider called Southern Line, located in


Miami, FL, USA, to move all their goods to Dallas Squeezers. Southern
Line also has a dispatcher associated with it. Southern Line also allows
Miami Growers to automatically create an invoice. Southern Line uses
temperature controlled 48 ft and 53 ft refrigerated trailers. The 48 ft
reefers can hold up to 40,000 lbs and 3500 cu ft and its dimensions are
47.5 x 8.25 x 9.25 ft. The 53 ft reefers can hold up to 47,000 lbs and
4200 cu ft and its dimensions are 52.5 x 8.25 x 9.25 ft. Southern Line
charge a TL rate of 1.30 USD per mile and are determining the Rate
Service based on simulation and a rate distance of lookup else estimate.
These rates are valid from 2004 until 2010.

Specifically, the fruit that Miami Growers is shipping to Dallas Squeezers


includes oranges and lemons. Both the oranges and lemons use bulk
packaging and the package weight is 100 lbs. Also, each time Southern
Line moves cargo for Miami Growers, they need to ensure that either a 48
ft reefer or a 53 ft reefer is used for this cargo.

As the planner, you need to create an order from the Miami, FL facility to
the processing plant in Dallas, TX and ensure you are included as the
logistics contact on the order. The cargo will be ready today and consists
of the following:

Item Total Weight Total Volume Total Package Count

Oranges 25,000 lbs 2500 cu ft 60


Lemons 16,000 lbs 1100 cu ft 40

As the planner, you will need to release the order and build a shipment.
You then need to tender the shipment to Southern Line and manually
accept the tender through Shipment Manager. In addition, create the
invoice from the buy shipment and allocate the shipment costs to the
order level.

Additional Hints:

• Since you are the planner at Miami Growers, remember to include


yourself on the order as the logistics involved party.
• Create an Equipment Group Profile containing 48 & 53 ft reefers
and assign this profile to the commodity.
• The Temperature Control checkbox should be marked on the
Commodity and the Temperature Control ID is Refrigerated.
• Use the same freight settlement data on your Southern Line as
you did on the Antelope Lines service provider to enable the
freight payment process.

188 Core Competence