Searching shippers

Use this procedure to search for shippers.

  1. Select Shipping > Shippers.
  2. Optionally, expand the Advanced Search drop-down to filter your search by the Shipment ID. In addition, select the Open Only check box to narrow your search to only the shipments that are currently open.
  3. To search for shippers, use the filter function of the Column Filter Bar.
    The grid shows the shippers that have been transferred from the ERP system.
  4. Select filter criteria from the drop-down lists for any required columns:
    Load
    A load represents one or more shipments for one customer.
    Customer
    This field contains an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is read from the ERP system.
    Customer Name
    This field shows the name of a customer or a customer group.
    City Name
    This field shows the city or location name.
    Country
    This field shows the country.
    Master Shipment
    The master shipment number corresponds to the master bill of lading number. All shippers with the same master shipment number use the same pool point.
    Pool Point
    This field shows the pool point name. Pool points help to minimize outbound freight costs by shipping shippers to local pool points and then deliver the product locally. This process reduces distribution costs to local outlets by minimizing the delivery distances and consolidating shippers into a master shipment.
    Status
    This list shows the status of the shipper:
    • New
    • Canceled
    • Complete

      A shipper is complete.

      The CarrierRoute BOD that contains the shipper number and the list of included shipments has been received.

      All included shipments are in the Shipped status.

    • Incomplete

      The Incomplete status is assigned when the CarrierRoute BOD has been received, but before all the included shipments have the Shipped status.

    • Processed

      The Processed status is assigned after all the tasks have been executed for this shipper.

    • Archived
    Processing Status
    This field shows the status of processing. These statuses are available: Successful, Failed, Warning, Revalidate, Blocked, Aborted
    Type
    This field indicates the type of shipper:
    Shipper: Indicates a single collection of shipments to be transported from one consignor to one consignee through one mode of transport.
    Proforma Shipper: Indicates a single shipment.
    Accounting Entity

    For each user, one or more accounting entities must be configured. For a specific user, you must set one of these accounting entities as default accounting entity.

    Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

    The user can view the data of the default and all other assigned accounting entities.

    Carrier
    The carrier is the party undertaking the transport of goods from one point to another.
    Carrier Name
    This field shows the name of the carrier.
    Packaging Status
    This field shows the status of the packaging: A status of Not Packed, Partly Packed, or Partly Unpacked indicates that you must do the packaging manually.

    These statuses are available:

    • Not Packed: Not packed
    • Partly Packed: Partly packed
    • Packed: Completely packed
    • Partly Unpacked: Partly packed in virtual container
    • Unpacked: Intentionally unpacked in virtual container
  5. Click Drill down to view a record. The selected data is shown.
    Load
    A load represents one or more shipments for one customer.
    Type
    This field indicates the type of shipper:
    Shipper: Indicates a single collection of shipments to be transported from one consignor to one consignee through one mode of transport.
    Proforma Shipper: Indicates a single shipment.
    Customer
    To view lines for a particular customer, specify the entire customer number or part of the customer number.
    Customer Name
    This field shows the name of a customer or a customer group.
    Master Shipment
    The master shipment number corresponds to the master bill of lading number. All shippers with the same master shipment number use the same pool point.
    Shipment Date
    This field shows the date the goods are in transit to their destination.
    Arrival Date
    This field shows the date on which the goods are delivered to the consignee.
    Status
    This list shows the status of the shipper:
    • New
    • Canceled
    • Complete

      A shipper is complete.

      The CarrierRoute BOD that contains the shipper number and the list of included shipments has been received.

      All included shipments are in the Shipped status.

    • Incomplete

      The Incomplete status is assigned when the CarrierRoute BOD has been received, but before all the included shipments have the Shipped status.

    • Processed

      The Processed status is assigned after all the tasks have been executed for this shipper.

    • Archived
    Processing Status
    This field shows the status of processing. These statuses are available: Successful, Failed, Warning, Revalidate, Blocked, Aborted
    Pool Point
    This field shows the pool point name. Pool points help to minimize outbound freight costs by shipping shippers to local pool points and then deliver the product locally. This process reduces distribution costs to local outlets by minimizing the delivery distances and consolidating shippers into a master shipment.
    Mode
    This field indicates the shipper mode:
    • Direct Shipper: The transport must be sent directly from the place of production to its destination (OEM). With this mode, the Ship To location is the Ship To location of the OEM.
    • Internal Indirect Shipper: The transport is completed through a logistics service provider, which is located at the original equipment manufacturer. The goods are shipped directly to the ESP. In a second step they are delivered to the OEM. With this mode, the Ship To location is the ESP Ship To location, and the target Ship To location is the OEM Ship To. The ESP is located at the plant of the OEM.
    • External Indirect Shipper: The transport is completed through an external logistics service provider (ESP). The goods are shipped directly to the ESP. In a second step they are delivered to the OEM. With this mode, the Ship To location is the ESP Ship To location, and the target Ship To location is the OEM Ship To location.
    Packaging Status
    This field shows the status of the packaging: A status of Not Packed, Partly Packed, or Partly Unpacked indicates that you must do the packaging manually.

    These statuses are available:

    • Not Packed: Not packed
    • Partly Packed: Partly packed
    • Packed: Completely packed
    • Partly Unpacked: Partly packed in virtual container
    • Unpacked: Intentionally unpacked in virtual container
    Accounting Entity

    For each user, one or more accounting entities must be configured. For a specific user, you must set one of these accounting entities as default accounting entity.

    Each transaction belongs to this default accounting entity of the user. The user can alter the default accounting entity using the Accounting Entity combo box.

    The user can view the data of the default and all other assigned accounting entities.

    Route
    This field shows the route code of the shipper.
    If the check box Add Julian Day to Route Field in Shipper in the Customers code list is enabled, the shipper's route is truncated to the last three digits. It is then concatenated with the Julian Day. This information is published in the Route field and in the shipping documents.