5280: Transportation Manager

Course Type

  • Instructor Led

Duration

  • 4 days

Target Audience

  • EndUser
  • SuperUser

Course Description

Through a combination of concepts and hands-on exercises, you will learn how to navigate the Transportation Manager UI and Transportation Smartbench (TSB), how to execute the operational lifecycle, create entities, tariffs, docks, and much more.

Course Notes

  • 8 Prerequisites Strategic Concepts Videos (P)
  • 11 Core Lessons (C)

Lesson Details

(P) 5276-01: Introduction

Lesson Objectives

The introduction video gives an overview of TM that helps in efficient transportation management with its wide range of functionalities and features.

4 Minutes Video
(P) 5276-02: Optimization and Load Building

Lesson Objectives

This lesson explains how TM helps in building and planning loads.

15 Minutes eLearning
(P) 5276-03: Carrier Management

Lesson Objectives

This lesson explains how TM helps in building and planning loads.

25 Minutes eLearning
(P) 5276-04: Finance Management

Lesson Objectives

This lesson describes how finances are processed and managed in TM.

20 Minutes eLearning
(P) 5276-05: Dock Scheduling and Ocean Booking

Lesson Objectives

This lesson explains how TM helps in scheduling docks to avoid congestion and booking ocean carriers.

20 Minutes eLearning
(P) 5276-06: Monitoring and Alerts

Lesson Objectives

This lesson describes how TM helps in notifying and monitoring shipment-related events.

20 Minutes eLearning
(P) 5276-07: Data Upload Utility

Lesson Objectives

This lesson explains how you can upload huge amount of data with minimal effort in TM.

15 Minutes eLearning
(P) 5276-08: TM User Interface

Lesson Objectives

This lesson shows the modules and features in TM application that helps in executing the steps in operational workflow.

20 Minutes eLearning
(C) 5280-01: Terminology

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.

1 Hour ILT
(C) 5280-02: Workflows

Lesson Objectives

  • Explain the Transportation Manager (TM) workflow
  • Describe the TM setup process
  • Explain the functionality of the TM modules

Lesson Exercises

Not Applicable

1 Hour 30 Minutes ILT
(C) 5280-03: Navigation and User Security

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
3 Hours 30 Minutes ILT
(C) 5280-04: Entities

Lesson Objectives

  • Describe the system entities setup process
  • Create entities

Lesson Exercises

Creating and Working with Entities

3 Hours ILT
(C) 5280-05: Operational Lifecycle

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)
  • Working with POD
4 Hours 30 Minutes ILT
(C) 5280-06: Transportation Smartbench

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
5 Hours ILT
(C) 5280-07: Audit Smartbench

Lesson Objectives

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

Lesson Exercises

Not Applicable

1 Hours ILT
(C) 5280-08: Tariff Structures

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
3 Hours 30 Mintues ILT
(C) 5280-09: Delivery Schedules

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
2 Hours 30 Minutes ILT
(C) 5280-10: Dock Scheduling

Lesson Objectives

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

Lesson Exercises

  • Creating Docks
  • Location Throughput Groups
3 Hours 30 Minutes ILT
(C) 5280-11: Day in a Life

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
30 Minutes ILT
(C) 5280-12: Additional Resources

Lesson Objectives

The additional resources consists of the following reference documents- Hands-on Exercises- This document has exercises from all the modules covered in this curriculum. Procurement Bridge: This document covers the basic navigation in Procurement Bridge. Architecture: This document will help you understand the Transportation Manager (TM) Architecture model and the basic requirements for implementing TM. Glossary- This document covers the key terminology used in TM.

30 Minutes ILT
(C) 5280-13: Financials

Lesson Objectives

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

Lesson Exercises

  • Manual Financial Processing
  • Automated Financial Processing
3 Hours ILT
5280: Transportation Manager Case Study

Lesson Objectives

Transportation Manager Case Study

2 Hours Case Study
5280: Transportation Manager Solution Guide

Lesson Objectives

Transportation Manager Solution Guide

2 Hours Case Study