transport management system
Post on 09-Mar-2016
220 Views
Preview:
DESCRIPTION
TRANSCRIPT
` `
User Manual Ver 1.0
© 2009 Exactus Corporation
Transport Management System
Preface P a g e | 2
Copyright Notice
All terms mentioned in this document that are known to be trademarks or service marks are duly acknowledged. Exactus® Inc. cannot attest to the accuracy of this information. Use of a term in this document should not be regarded as affecting the validity of any trademark or service mark.
© Copyright 2009 Exactus Inc, All rights reserved
NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THIS DOCUMENT.
Any product or related information described herein is only furnished pursuant and subject to the terms and conditions of a duly executed agreement to purchase or lease equipment or to license software. The only warranties made by Exactus Inc, if any, with respect to the products described in this document are set forth in such an agreement. Exactus Inc cannot accept any financial or other responsibility that may be the result of your use of the information in this document or software material, including direct, special, or consequential damages. You should be very careful to ensure that the use of this information and/or software material complies with the laws, rules, and regulations of the jurisdictions with respect to which it is used. This document is not a contract and does not create any representations or warranties by Exactus Inc. All applicable representations, warranties and covenants are contained only in the applicable agreement signed by the parties. The information contained herein is subject to change without notice. Revisions may be issued to advise of such changes and/or additions.
SAMPLE
Transport Management System
Preface P a g e | 3
Table of Contents
Preface ..................................................................................................... 7 Purpose of this Manual ....................................................................................................................... 7 Intended Audience .............................................................................................................................. 7 Related Documents ............................................................................................................................. 7 Document Conventions ...................................................................................................................... 7 Version History .................................................................................................................................... 8 Compliance .......................................................................................................................................... 8 Comments ............................................................................................................................................ 9
Overview ................................................................................................ 10
Product Overview ................................................................................................. 10 Features ............................................................................................................................................. 11 Benefits .............................................................................................................................................. 11 System Overview .............................................................................................................................. 12 Work Flow of Aware TMS ................................................................................................................. 12
Hardware and Software requirements ................................................................. 14
General Functions and Menus ............................................................... 15
Main Menu ............................................................................................................ 15 File menu ............................................................................................................. 15
Change Password ............................................................................................................................. 16
Toolbars ............................................................................................................... 16 Operations Menu and Keyboard Shortcuts............................................................ 17 Window Menu ...................................................................................................... 19 Help Menu ............................................................................................................ 20 Selecting Date and Time ....................................................................................... 20 Searching Records ............................................................................................... 20 Logging into the application ................................................................................. 22
Using Masters ........................................................................................ 23
General Masters ................................................................................................... 25 Country ............................................................................................................................................... 25 Currency ............................................................................................................................................. 26 Unit of Measurement UOM ............................................................................................................... 28 Department ........................................................................................................................................ 29 Activity Group Master ....................................................................................................................... 30 Activity ............................................................................................................................................... 31 Unit of Charge (UOC) ........................................................................................................................ 33 Measure of Charge-1(MOC-1)........................................................................................................... 34 Measure of Charge-2(MOC-2)........................................................................................................... 35 Vessel ................................................................................................................................................. 35 Supplier General ............................................................................................................................... 37
Principal Masters .................................................................................................. 39 Using Principal Masters ................................................................................................................... 40 Product Group ................................................................................................................................... 44 Product Brand ................................................................................................................................... 46 Customer ............................................................................................................................................ 48 Customer Details ............................................................................................................................... 51
SAMPLE
Transport Management System
Preface P a g e | 4
FM Masters ............................................................................................. 53
General Masters (FM) ........................................................................................... 54 Policy Type ........................................................................................................................................ 54 Fine Master ........................................................................................................................................ 55 Payment Code master ...................................................................................................................... 56 Fuel Type ............................................................................................................................................ 56 Filling Station Master ........................................................................................................................ 58 Fuel Card ............................................................................................................................................ 59 Axle Type ........................................................................................................................................... 60 Tyre Position ..................................................................................................................................... 61 Employee Grade ................................................................................................................................ 62 Employee ........................................................................................................................................... 63 Points ................................................................................................................................................. 66 Points Distance ................................................................................................................................. 66 Routes ................................................................................................................................................ 68 Tariff ................................................................................................................................................... 68 Customer Tariff ................................................................................................................................. 70 Supplier Tariff .................................................................................................................................... 71 Check List .......................................................................................................................................... 73 Employee Allowance ........................................................................................................................ 74 Item master ........................................................................................................................................ 75
Asset Types .......................................................................................................... 76 Asset Attribute .................................................................................................................................. 76 Attribute Value ................................................................................................................................... 77 Vehicle Type ...................................................................................................................................... 78
Asset Masters ....................................................................................................... 79 Asset Group ....................................................................................................................................... 79 Asset SubGroup ................................................................................................................................ 81 Asset Brand ....................................................................................................................................... 82 Asset ................................................................................................................................................... 82 Asset Details ...................................................................................................................................... 86 Service Schedule .............................................................................................................................. 89
Transactions .......................................................................................... 91
Asset Transaction ................................................................................................. 92 Vehicle Insurance .............................................................................................................................. 92 Registration ....................................................................................................................................... 94 Fines ................................................................................................................................................... 96 Vehicle Tyre Info ............................................................................................................................... 98 Tyre Puncture .................................................................................................................................. 100 Battery Info ...................................................................................................................................... 102 Fuel Filling ....................................................................................................................................... 103 Accidents ......................................................................................................................................... 106 Purchase Request ........................................................................................................................... 108 Purchase .......................................................................................................................................... 110 Repair ............................................................................................................................................... 112 Workshop ......................................................................................................................................... 114 Gate Pass ......................................................................................................................................... 116 Vehicle Check List .......................................................................................................................... 117
SAMPLE
Transport Management System
Preface P a g e | 5
Employee Job Card ......................................................................................................................... 119 Jobs Request ...................................................................................................... 120
Job Request ..................................................................................................................................... 120 Route Planning ................................................................................................................................ 123
Fleet Job ............................................................................................................ 124 Fleet Job Document ........................................................................................................................ 125 Fleet Job Activities ......................................................................................................................... 126
FM Job ................................................................................................................ 128 Trip Ticket ........................................................................................................................................ 128 Trip Activities .................................................................................................................................. 131
Billing ................................................................................................... 132
Reports ................................................................................................. 137
Transactions....................................................................................................... 138 Fuel Usage Report .......................................................................................................................... 139 Insurance Report ............................................................................................................................. 141 Registration Report ......................................................................................................................... 142 Warranty ........................................................................................................................................... 142 Fines Report .................................................................................................................................... 143 Puncture Report .............................................................................................................................. 144 Item Wise Report ............................................................................................................................. 145 Purchase Request Report .............................................................................................................. 146 Purchase Report ............................................................................................................................. 147 Accidents Report ............................................................................................................................ 147 Service Report ................................................................................................................................. 149 Repair Report .................................................................................................................................. 150 Workshop Report ............................................................................................................................ 151 Job Doc. Report .............................................................................................................................. 152 Operational cost for Truck ............................................................................................................. 153 Daily Time Sheet ............................................................................................................................. 154 Trip Sheet List ................................................................................................................................. 155 Trip Activity Report ......................................................................................................................... 156 Trip Sheet Register ......................................................................................................................... 157 Trip Sheet Driver Log ...................................................................................................................... 160
Asset .................................................................................................................. 161 Schedules ........................................................................................................................................ 161 Utilization ......................................................................................................................................... 162
Efficiency ........................................................................................................... 162 Vehicle Wise .................................................................................................................................... 162 Driver Wise....................................................................................................................................... 163
Vehicle ............................................................................................................... 164 Transaction ...................................................................................................................................... 164 Status Report ................................................................................................................................... 165 Activity Transits .............................................................................................................................. 166 Principal Wise .................................................................................................................................. 166 Customer Wise ................................................................................................................................ 167 Department Wise ............................................................................................................................. 168 Point Wise ........................................................................................................................................ 169 Exp. Forecast ................................................................................................................................... 171
SAMPLE
Transport Management System
Preface P a g e | 6
Analysis.............................................................................................................. 171 Point wise Trip Analysis ................................................................................................................. 171 Order Wise Trip Analysis ............................................................................................................... 173 Tonnage Wise Trip Analysis .......................................................................................................... 173 Fuel Analysis ................................................................................................................................... 174
Activity Reports .................................................................................................. 175 Customer Tariff ............................................................................................................................... 175 Activity Reports ............................................................................................................................... 176 Transaction Activity Report ........................................................................................................... 179 Transportation activities ................................................................................................................ 180 removeUn_Invoiced Activities ............................................................... Error! Bookmark not defined.
Appendix .............................................................................................. 183 General Masters .............................................................................................................................. 183 removeFreight Masters ................................................................................................................... 184
Glossary ............................................................................................... 186
Support Information ............................................................................. 187
Index .................................................................................................... 188
SAMPLE
Transport Management System
Preface P a g e | 7
Preface
Purpose of this Manual This Document describes the process flow, functionality and step by step procedures to be utilized in
ensuring and working with AWARE Transportation Management System.
Intended Audience All the Users working or implementing the application are the intended audiences and will be
provided with this document for reference.
Related Documents All the documents are available online in both printed (PDF) and online (HTML) formats.
Online Help Files:
An online help is integrated with the application and the help is provided for each context or window
of the application. Use keyboard shortcut key “F1 “to open help files.
Document Conventions In this manual, certain words are represented in different fonts, typefaces, sizes, and weights. This
highlighting is systematic; different words are represented in the same style to indicate their
inclusion in a specific category.
The below table illustrates the typographic conventions used in this manual.
Style Elements
Blue text Indicates links and cross references.
Black boldface User interface elements such as button names
and menu items.
Italic Document titles, glossary terms, and occasional
emphasis.
Courier new font Commands, filenames, URL’s, Directories, and
paths. SAMPLE
Transport Management System
Preface P a g e | 8
Style Elements
Indicates Note
A note presents information that is important,
but not hazard‐related.
Indicates Important
An important notice contains information
essential to operation of the software.
Version History Date/Release Modified by Comments
23rd February
2009
Virender and Shravan Conceptual overview,
information design,
Development of outline
content , Maintain style
27th February
2009
Shravan and Stephen Added content, captured
screen shots for Masters,
transactions, Billing
2nd March 2009 Shravan and Stephen Drafted content, steps and
fields description, master
pages
6th March 2009 Shravan and Stephen Added visio diagrams and
rough draft release
26th March 2009 Stephen Made changes, added
diagrams, flow and content.
Final version release
Compliance Definitions, document template, acronyms used in this document will follow IEEE standards and
Document content, procedures follows Microsoft manual of style for Technical publication. SAMPLE
Transport Management System
Preface P a g e | 9
Comments Every effort has been made to ensure the accuracy of the Document. If you have comments,
questions, or suggestions regarding the document, contact our documentation support:
info@exactus.com
SAMPLE
Transport Management System
Overview P a g e | 10
Overview
Transportation Management Systems (TMS) aid in determining the most efficient and most cost‐
effective way to execute the movement of product(s). Aware Transportation Management System
(TMS), a product of Exactus SCM Solutions reduces transportation costs and improves customer
service by providing shippers with efficient planning and execution of inbound and outbound
transportation processes. It also streamlines and integrates transportation planning, freight
payment, executions and generates reports across all modes of transactions.
Product Overview Aware TMS is a full featured system that can improve process automation, optimize routing and
increase visibility to help significantly reduce transportation costs while improving customer service
levels. The Aware TMS module can be tightly integrated with Aware WMS.
Accurate and on‐time deliveries, short order cycles and efficient and cost‐effective distribution of
inventories are a business imperative in today’s dynamic business environment. Aware TMS can help
you manage the entire transportation execution lifecycle by quickly responding to changing
conditions whilst minimizing manual shipping processes, lowering costs, facilitating prompt
deliveries and providing measurable improvements in customer service.
Optimizing fulfillment of continuous order streams in the face of varying customer demands, cost
pressures and service window constraints is a challenge that requires not only consideration for
least‐cost transportation mode, carrier and routing, but also striking a balance with such variables as
load consolidation, pool points, zone skipping, cross‐dock and merge‐in transit. Aware TMS can help
you dynamically optimize your logistics operations to maximize transportation efficiency and reduce
cycle times and transportation costs.
Whether you want to manage your own fleet, track on‐board shipments or broker freight from other
carriers, the TMS module of Aware provides all the functionality needed to accomplish these tasks.
Sophisticated rating, billing and payment processing capabilities are included. With the built‐in load
planning and configuration tools, customer orders are manipulated to create optimal, multi‐modal
shipment plans and loads that maximize capacity utilization, pre‐assign carriers, balance trailer
weights, create least cost shipment plans and review route and stop configurations. Dynamic routing
allows you to strategically combine shipments across several suppliers. SAMPLE
Transport Management System
FM Masters P a g e | 60
To search for any code, click the search icon and then select the appropriate code and click Select.
Refer the following figure which shows the search process.
Figure 58: Searching Card Number
Figure 59: Searching Supplier Code
Axle Type Axle is a single rigid shaft connecting a wheel on the left side to a wheel on the right side of a vehicle.
In general, Axles vary from a passenger to a load vehicle. Identifying the Axle Type helps you to
understand the vehicle type and its capabilities for transportation. In aware, Axle Type is used to
identify vehicles such as trucks and trailers having single, double or multiple axles. This information
helps in further identifying the tyre positions and their faults too.
Figure 60: Axle Type Master
SAMPLE
Transport Management System
FM Masters P a g e | 61
Field Description
Axle Type Code Code of the axle type
Axle Type Name Name of the Axle Type
In the axle type section, to create a new Axle Type, enter the Axle Type Code and Axle Type Name
details.
The existing axle details can be updated by selecting the search icon. Select the appropriate Axle
Type Code and click Select.
Figure 61: Searching Axle Type Code
Tyre Position Based upon the various axle types, define the positions of the tyres at both the left and right sides of
a vehicle. Each tyre position is identified by the selected block.
SAMPLE
Transport Management System
FM Masters P a g e | 62
Figure 62: Tyre Position Master
To create a new Tyre position details:
Enter the Axle Type or click the search icon to browse the details from the Search Window. Select
the appropriate Axle Type and click Select, to update the fields.
Figure 63: Searching Axle Type
Employee Grade Based upon the license/skill acquired by the employee (Driver), define a unique code and name for
the employee.
Figure 64: Employee Grade Master
Field Description
Grade Code A unique code given to a grade
Grade Name Name of the Grade
To create a new employee grade details, enter the Grade Code and Grade Name
Click the search icon to browse the details from the Search Window. Select the appropriate Grade
Code and click Select, to update the fields.
SAMPLE
Transport Management System
FM Masters P a g e | 63
Figure 65: Searching Grade Code
Employee Employee is a worker permanently hired for a job of driving a vehicle. Details pertaining to the
employee like Department, Grade, Contact details, Service details, Passport and Visa details and
Driving License details are maintained in this Master.
Figure 66: Employee Master
Field Description
Emp Id Employee Id given to the employee
Emp Name Name of the Employee
Department Department to which the
Employee belongs
Emp Status Status of the employee
Grade Grade to which the employee
belongs
Mobile No. Mobile Number of the employee
SAMPLE
Transport Management System
FM Masters P a g e | 64
Field Description
Category Category details
Phone No. Phone Number of the employee
Sub Category Sub category details of a particular
employee
Email Email Id of the employee
Service Start Date Date on which employee service
started
Permanent
Address
Permanent Address of the
employee
Service End Date Service end date of the employee
Origin Country Country name of the Employee
Living Country Name of the country
Employer Code Unique code given to the
Employee
Passport Details
Passport No. Passport Number of the Employee
Issue Country Name of the country specified in
the passport
Valid From Issue date of passport
Valid To Expiry date of the passport
Status Status of the Passport
Labour Card Details
Labour Card No. Card Number issued to a Labour
Valid From/ Valid
To
Issue date and expiry date of the
labour card
Status Status of the labour SAMPLE
Transport Management System
FM Masters P a g e | 65
Field Description
Visa Details
Visa Type Type of Visa
Valid From Issue date of the visa
Valid To Expiry date of the Visa
Driving License Details
License No. License number of the vehicle
Issue Place Place at which license issued
Issued on Date on which license was issued
Valid Upto Completion of the License validity
To create new Employee details:
1. Enter the Emp id (Employee id) and Emp Name (Employee Name) details of the employee.
2. Under the Passport details section, enter the passport details as required:
a. Password No
b. Issue Country
c. Valid From
d. Valid To
e. Status
3. Under the Labour Card Details section, enter the following details as needed:
a. Labourcard No
b. Valid From
c. Valid To
d. Status
4. Under the Visa Details section, enter the Visa Type, Valid From, Valid To details.
5. Under the Driving License Details section, provide the License No, Issue Place and then select a Issued On, Valid Upto details from the calendar. SAMPLE
Transport Management System
FM Masters P a g e | 80
Field Description
Asset Group Code Group Code of the Asset
Asset Group Name Group Name of the Asset
Depreciation Required Applicable only if there is any depreciation of the asset
Asset Type Type of the Asset
Depreciation Percentage Percentage of the vehicle depreciation
Asset Ac Code Account code of the Asset
Dprc Ac Code Depreciation Code of the Asset
Accudprc Ac Code Accumulated Depreciation A/c code
To create new asset group:
1. Enter the Asset Group Code and Asset Group Name in the given text fields.
2. Check the Depreciation Required, to enabling the option.
3. Choose a Asset Type from the drop down list.
4. Enter the Depreciation Percentage of the asset group.
5. Update the codes with description in the following fields:
a. Asset Ac Code
b. Dprc Ac Code
c. Accudprc Ac Code
The search window refers to selection of a group asset code.
Figure 95: Searching Group Code SAMPLE
Transport Management System
FM Masters P a g e | 81
Figure 96: Searching Account Code
Asset SubGroup Asset subgroup is meant to define subgroup asset codes such as old vehicles, lease vehicles etc….
Figure 97: Asset Subgroup
Field Description
Subgroup Code Code for lease vehicles, old vehicles etc...
Subgroup Name Subgroup Name of the Asset
Under the Asset Master to create a new sub group, enter the Subgroup Code and Subgroup Name
details.
Figure 98: Subgroup Code SAMPLE
Transport Management System
FM Masters P a g e | 82
Asset Brand An asset can also be identified through its brand. Define a unique asset brand code and the brand
name of the asset.
Figure 99: Asset Brand
Field Description
Asset Brand Code Unique code for the asset brand
Asset Brand Name Brand Name of the Asset
To create a new Asset Brand, provide the Asset Brand Code and Asset Brand Name details.
Use the search icon for fetching any existing details. For example, refer the below figure which
shows the search process.
Figure 100: Searching Brand Code
Asset An asset is an economic resource that is expected to provide benefits to a company. And it is vital to
identify and define the various assets of the company to forecast their value and replace them
timely. In Aware Transport Management System, an asset is identified as the transportation vehicles
of the company. SAMPLE
Transport Management System
FM Masters P a g e | 83
Figure 101: Asset Register
Field Description
Asset Id ID number given to the asset
Status Status of the Asset
Asset Name Name of the Asset
Asset Group Code Group code of the Asset
Asset Subgroup Code Subgroup code of the asset
Asset Brand Code Brand code of the asset
Transporter Code Code of the transporter
Driver Code Unique code of the driver
SAMPLE
Transport Management System
Appendix P a g e | 185
Field Description
L Uom Least Unit of measure
Asset The vehicles owned by the transportation
company
Asset brand The brand name of the vehicles.
Tariff Tariff is the price tag assigned to a vehicle
which differs based upon the measurement,
duration, distances etc
Account code A number given to an account from a chart of
accounts
SAMPLE
Transport Management System
Glossary P a g e | 186
Glossary
Acronyms Abbreviation
TMS Transportation Management System
GCC Gulf Cooperation Council
UOM Unit of Measurement
MOC Measure of Charge
WMS Warehouse Management System
WIP Work in Progress
FOC Free of Charge
LPO Limited Purchase Order
L Uom Least Unit of measure
SAMPLE
Transport Management System
Support Information P a g e | 187
Support Information
For Do this
Website Home Page www.exactus.net
Online Support Page: help@exactus.net
General Product Information: support@exactus.net
Updates and Support Files: inf@exactus.net
Email: (Subject: AWARE TMS) Info@exactus.net
Telephone: (ask for Technical
Support)
Fax: (Technical Support)
SAMPLE
Transport Management System
Index P a g e | 188
Index
A
Activity Group, 34, 35
Activity Group Code, 31
activity group master, 31
Activity Group Master, 26
activity groups, 32
allowance, 77
Asset Types, 79
Attribute, 79
B
Billing, 136
brand name, 84
C
categorized, 82
Charge Code, 34
check list, 121
Checklist, 76
Close/Exit, 20
Country code, 26
Country name, 26
Currency code, 28
Customer Details, 52
Customer Tariff, 73
D
Delete, 19
Department Code, 30
Download Button, 22
download formats, 22
E
effect, 73
Employee Allowance, 77
Employee Grade, 64
Employee Job Card, 122
entity, 40
Exchange rate, 28
expenditure, 109
Expense account code, 32
F
Filling Station Master, 60
Filter, 22
Filter Check Box, 22
Fine Code, 56
Fine Master, 56
fleet equipments, 55
Fleet Job, 128
FM Masters, 25, 54
Fuel Type, 58
G
GCC, 26
grading level, 77
H
Help, 20
I
Income account code, 32
Intuitive Type Bar, 22
ITB. See Intuitive Type Bar
Item master, 78
J
jobs/activities, 94
M
Masters, 25
Measure of Charge(MOC), 26
Mileage, 90
Modify, 19 SAMPLE
Transport Management System
Index P a g e | 189
N
New, 19
O
on‐line help, 21
Online Help Files, 9
P
Payment Code master, 57
Planning, 127
Points, 68
Points distance, 69
Policy, 55
Policy Type, 55
Principal Masters, 40
Print, 20
Print Button, 22
product brands, 47
product group, 45
Purchase Request, 111
R
Repair, 115
repetitive item, 26
S
Save As, 19
scheduling, 82
Service Schedules, 93
subgroup asset codes, 84
T
Tariff, 71
transportation offense, 56
transported goods, 49
Trip Ticket, 132
Tyre Position, 63
Tyre Puncture, 103
U
Undo/Cancel, 20
Unit of Charge(UOC), 26
Unit of Measurement, 29
UOM, 26
UOM Code, 29
V
Vehicle Insurance, 95
Vehicle Type, 81
Vessel, 26
Vessel Code, 37
W
wide range, 81
Workshop, 117
SAMPLE
Transport Management System
Index P a g e | 190
Exactus Corporation
Trillium Towers Center
6320 Canoga Avenue
Woodland Hills, CA 91367
Email: sales@exactus.net
www.exactus.net
top related