5280: Transportation Manager v2019.1

Lesson Objectives

This lesson will help you understand the terminologies used in Transportation Manager (TM) and how to apply those terminologies in the business scenario.

Lesson Objectives

• Explain the Transportation Manager (TM) workflow
• Describe the TM setup process
• Explain the functionality of the TM modules
• Not Applicable

Lesson Objectives

• Perform basic navigation, such as logging on to Transportation Manager (TM), selecting items, performing actions on the selected items, customizing the Ul, and searching for items
• Create TM user groups and users
• Describe how TM supports user authorization

Lesson Exercises

• Creating Users
• Customizing the Navigation Panel

Lesson Objectives

• Describe the system entities setup process
• Create entities

Lesson Exercises

Creating and Working with Entities

Lesson Objectives

• Explain the Transportation Manager operational lifecycle
• Enter shipments using the TM Shipment Processing module
• Perform the Load Building steps
• Perform the Load Processing steps
• Perform pickup confirmation

Lesson Exercises

• Operational Workflow (Single-Pick)
• Operational Workflow (Multi-Pick)

Lesson Objectives

• Describe Transportation Smartbench (TSB) and its features
• Enter shipments using the TM Shipment Processing module
• Perform steps of the operational lifecycle using TSB

Lesson Exercises

• Creating Groups and Search Items
• Plan a load
• Evaluation-Based Decision Support

Lesson Objectives

• Explain the Transportation Manager (TM) financial workflow
• Perform financial processing within TM

Lesson Exercises

• Manual Financial Processing
• Automated Financial Processing

Lesson Objectives

• Discuss tariff structures
• Explain the tariff workflow
• Create a tariff

Lesson Exercises

• Tariff Business Scenario‭
• Defining Zones and Creating Tariffs
• Testing Tariffs
• Creating Separate Loads
• Verifying A/R Tariffs
• Career Tariff Creation
• Creating the Tariff
• Testing the Tariffs
• Verifying Stop Charge Condition
• Verifying Repositioning Stop Condition
• Creating a New Shipment and Rating the New Load

Lesson Objectives

• Describe the key components of the Tariff Smartbench (TFSB)
• Navigate through TFSB

Lesson Exercises

Not Applicable

Lesson Objectives

• Describe Audit Smartbench (ASB)
• Identify the navigation features of ASB
• Explain the various features used in ASB

Lesson Exercises

Not Applicable

Lesson Objectives

• Define fuel surcharge
• Identify how fuel surcharge can be applied to a tariff based on changing fuel prices
• Configure fuel surcharge

Lesson Exercises

Fuel Surcharge Modeling

Lesson Objectives

• Explain the concept of Delivery Schedules
• Create a Delivery Schedule

Lesson Exercises

• Create a Delivery Schedule
• Create a Timetable
• Create a Timetable Entry
• Create an Itinerary
• Create a Tariff
• Rate Calculator

Lesson Objectives

• Describe the concept of Ocean Booking
• Perform the TM operational workflow steps for Ocean Booking
• Describe the features of Ocean Booking
• Explain Booking revisions

Lesson Exercises

• Create a Booking
• Create a Booking Revision

Lesson Objectives

• Explain the concept of Dock Scheduling
• Perform Dock Scheduling in Transportation Manager (TM)

Lesson Exercises

• Creating Docks
• Location Throughput Groups

Lesson Objectives

• Upload carriers through Data Upload
• Upload shipments through Data Upload
• Optimize a shipment in TM
• Plan and tender a load in Smartbench
• Confirm the load in TM

Lesson Exercises

• Upload Carrier through XML
• Upload Shipments through XML and Perform Operations