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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.
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.
Direct
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
Core Competence 33
Lesson 1: Locations and Corporations
Business Modeling
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
36 Core Competence
Lesson 1: Locations and Corporations
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.
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.
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.
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.
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
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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
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
42 Core Competence
Lesson 2: Calendars
Calendar Header The Calendar header page indicates data such as:
• Calendar ID and Type
• Calendar Cycle Length and Start Date (for cyclical calendars only)
• 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.
44 Core Competence
Lesson 2: Calendars
As with scheduled activities, the override indicates the day and time an
activity does or does not occur.
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.
4. Mark the checkbox next to your Los Angeles General Store and
click edit.
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 populates the date field with that previous Monday date.
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
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.
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?
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48 Core Competence
Lesson 3: Contacts
Lesson 3: Contacts
Direct
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
Core Competence 49
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
• 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.
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.
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:
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
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.
Core Competence 53
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
54 Core Competence
Lesson 3: Contacts
Lesson Review • What does the language spoken list box indicate in GC3?
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Core Competence 55
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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
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
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:
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
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
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
Core Competence 61
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
You define…
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
You define…
Core Competence 63
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
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.
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.
Core Competence 65
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
66 Core Competence
Lesson 4: Material Manager – Commodities and Items
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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
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
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.
70 Core Competence
Lesson 5: Equipment
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 …
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.
9. Click save.
10. Click finished.
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 …
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.
3. Mark the checkbox next to your Los Angeles General Store and
click edit.
Core Competence 73
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
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74 Core Competence
Lesson 6: Service Providers
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
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
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.
Core Competence 77
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
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.
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.
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.
80 Core Competence
Lesson 6: Service Providers
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.
7. Click edit.
GC3 populates the date field with the previous Monday date.
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.
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.
Core Competence 83
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
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84 Core Competence
Lesson 7: Rate Manager
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
RATE OFFERING
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.
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Core Competence 87
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
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
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Core Competence 91
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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 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.
Core Competence 93
Scenario: Build, Execute, and Settle a Direct Truckload Shipment
• The destination is 350 miles from the origin so the transit time is 2
days.
94 Core Competence
Lesson 9: Rate Service
• From New York City, New York, to Atlanta, Georgia, service time is
three days and twelve hours.
• 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:
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:
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.
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?
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98 Core Competence
Lesson 10: Rate Offering
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
• 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.
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
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.
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.
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 returns to the Rate Header tab. GC3 populates the Version
field with the selected Version.
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.
Lesson Review • How are Rate Offering, Service Provider, Rate Service, and Rate
Distance related?
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
• 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.
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.
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.
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.
Add a Rate Cost Multiple alternatives are possible when adding or editing a rate cost.
Conditional Rules Æ
Cost Definition Æ
Charge Type Æ
Tariff Æ
• 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
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.
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.
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.
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.
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 …
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
Location Information Æ
Constraints Æ
Product Information Æ
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.
Lesson Review • Name three types of data that can be entered on the Rate Query
page.
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• What type of data must always be entered into the Rate Query to
perform a query?
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
• Create a single leg TL itinerary that will be used for your Phoenix
DC to Los Angeles General Store 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.
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:
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
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.
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.
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.
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.
GC3 returns to the Itinerary – New Leg page. GC3 populates the
Equipment Group Profile ID field with the selected Equipment
Group Profile.
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Order Management
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
• 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.
• Order Base ID
• Involved party
• Source and Destination locations
• Total Ship Unit and/or Item data
Note: You can only plan shipments from an Order Release, not an
Order Base.
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.
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.
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.
No matter which option is used to create an Order Release, they are all
viewable and/or editable through the Order Release menu option.
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.
• Substitute location
• Plan from location
• Plan to location
Substitute Location:
LA Storage
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
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.
Substitute Location:
LA Storage
Plan To Location:
Sacramento Facilities, Inc.
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.
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.
Lesson Review • What are the two ways that orders can be entered into GC3?
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
• 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.
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.
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.
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
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.
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.
GC3 returns to the Simple Order – Line Item tab. GC3 populates
the Packaged Item ID field with the selected Package Item.
Order ID
Click the business monitor icon. Which query has been updated after
performing this exercise?
Click Order Management > Order Release > Order Release and query
on the new Order Release. Click the Order Release ID to edit it.
Lesson Review • What is one difference between an Order Base and a simple order?
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Transport Planning
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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:
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
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
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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
Order release
Planning
and Shipment
Optimization
Order release
• Service Provider
• Stop information
• Pickup and delivery times
• Equipment
• Transport Mode
• Ship unit and/or item detail
• Rate data
• 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.
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
Planning Parameter
Planning Parameter
You will be learning about specific planning parameters and using them
throughout this class.
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.
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
View the You can click on the shipment ID hypertext to view details about the
Shipment Details shipment.
Notice Stop 2 is
XXX_LA_STORAGE Æ
Click the arrow to see detailed information about the equipment or stops.
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.
5. Click ok.
Shipment ID
Service Provider ID
Rate Offering ID
Rate Record ID
Total Actual Cost
Why is stop 2
XXX_LA_STORAGE when the
destination of the Simple
Order was
XXX_LOS_ANGELES_STORE?
Exercise: Map Map the direct truckload shipment you just created.
Your Shipment
1. From the Shipment View page, click Actions > View > Map
Related Shipments.
The Legend
displays the
Detailed shipment information is displayed when mode colors.
you hover over the shipment on the map.
Lesson Review • What is the difference between a buy shipment and a sell
shipment?
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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
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?
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_____________________________________________________
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
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.
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 shipment data before and after the service
provider change.
Shipment ID
Service Provider ID
Rate Offering ID
Rate Record ID
Total Actual Cost
Planned Cost
Lesson Review • Give an example of when you manually change a GC3 shipment.
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• What option would you select from the actions menu if you wanted
to change a truckload shipment to a less than truckload shipment?
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Shipment Execution
Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
• Shipment ID
• Cost data
• Start and End Time
• Service Provider
• Rate Offering
• Notification Communication Method
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.
Carrier Notification
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.
• Broadcast Tender
• Spot Bid Tender
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:
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:
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.
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.
Enter the Shipment Status Values for the Status Types listed below:
REVIEWED
SECURE RESOURCES
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:
REVIEWED
SECURE RESOURCES
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:
REVIEWED
SECURE RESOURCES
Lesson Review • When is the two-step tendering process generally used? What are
the two actions that are selected in the two-step process?
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Locations &
Geography Calendars Contacts
Corporations
Commodities
Cargo
and Items
Business Modeling
Asset Equipment
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
Build Shipment
GC3 Status GC3 Status
Shipments Modifications
Tendering
Settlement
Process
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.
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
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
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.
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.
Shipper
Carrier
Proof of Delivery
GC3
Configure Auto To configure service providers for Auto Pay, mark the Autopay? checkbox
Pay in the Service Provider Manager.
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.
Shipper
GC3 finds the shipment
that matches the 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?
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
For example, GC3 can match on SCAC and bill of lading number:
Shipment ID 21378
MATCH = NO
SCAC = FLYO
Shipment ID 21345
MATCH = YES
SCAC = FLYO
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.
If the invoice meets certain cost and or weight criteria, then GC3
automatically approves the invoice for payment.
For example:
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.
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.
• Weight
• Volume
• Piece count
• Distance carried
• Dimensional weight
• Weight carried distance
• Direct distance
• Weight direct distance
• Or any combination of these
Allocation by Weight
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.
ALLOCATION_SHIPMENT
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.
Invoice ID
Amount Due
Invoice Date
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.
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 …
Enter the status value below and compare this with the status you
documented in the previous exercise.
Status Type Status Value
ALLOCATION_SHIPMENT
Lesson Review • What is the difference between freight payment and customer
billing?
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• Does GC3 need to plan the shipment in order to pay the shipment?
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The shipment you will be building is from Miami, FL, USA to Dallas, TX,
USA.
Truckload
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
Rate Query -
Rate Offering Rate Record
Find Rate
Route Itineraries
Execution Planning Management
Order
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.
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:
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: