Customer Shipments

Shipments

The goal of TrueAuto is to give you a simple method for compiling both paper and electronic shipping documents. An ASN (Advance Ship Notice) is the electronic document that TrueAuto creates and sends when your truck is completed and leaves the dock. Depending on your specific Trading Partner or your Company terminology, an ASN may also be referred to, but is not limited to, a Shipment, Shipper, Delivery, Truck, 856, DESADV, or AVIEXP.

Sending ASNs gives your customers prior knowledge of what is coming on the truck. The type of information on ASNs depends on each Trading Partner’s EDI Specifications. Trading Partner specific special instructions, labeling, and barcode scanning requirements are completed based on the TrueAuto design for those Trading Partners. If you have a question about these requirements or have found a discrepancy, please acquire the specifications from your customer’s EDI technical support team. If you need help relating the specifications to the way TrueAuto is operating, contact the TrueAuto Support team.

TrueAuto simplifies ASNs with a small number of screens to satisfy many requirements of vastly differing customers. As an example, three different Trading Partners may require these different structures:

·         No pallets or container serials are needed on ASNs

·         Only container serials are transmitted on ASNs

·         Both pallets and container serials are required on ASNs

In TrueAuto, the screens that are used to complete each of these three types of ASNs are the same, but the steps you will follow will be different. Due to variations in Trading Partner and your environment’s unique processes, the TrueAuto Support team will not have complete documentation for shipping in TrueAuto. Therefore, you must thoroughly document your own location’s process flow for each Trading Partner.

Work with Customer Shipments

1.    On the Customer Shipments menu, click Shipments.

TIP    Use the Filter panel to search for the shipments.

2.    On the Customer Shipments screen, click the shipment that you want to view.

  Note   For a full description of each field, refer to the Field Definitions in the next section.

  Note   If the Ship ID (ASN Number) is displayed in red, it means that the Ship Date is prior to today and the shipment has not yet been sent (a Packing List has not been printed or the ASN has not been sent).

3.    On the Customer Shipment screen, click the shipment that you want to view.

General tab

Firm Orders tab

Outer Containers tab

Additional Information tab

Field Definitions

Work with Firm Orders

To assign a firm order to a shipment

1.    On the Firm Orders tab of the Customer Shipment screen, click the Assign icon.

2.    On the Unassigned Firm Orders window, select the orders that you want to assign to the shipment and click OK to proceed.

To automatically assign firm orders to a Shipment

When you click the Auto Assign button on the Firm Orders tab of the Customer Shipment screen, all Firm Orders will automatically be assigned to a Customer Shipment in case the Ship To, Ship Date, and Delivery Date fields of the Customer Shipment match the Ship To, Ship Date, and Delivery Date fields of the Firm Order.

After Firm Orders are automatically assigned, a few fields on the Customer Shipment screen will also be automatically updated, according to information on the Firm Order.

The following steps assume that the Ship To, Ship Date, and Delivery Date fields of the Customer Shipment match the Ship To, Ship Date, and Delivery Date fields of the Firm Order whose Part Number is DO2210190901.

1.    On the Firm Orders tab of the Customer Shipment screen, click the Auto Assign button.

2.    On the Additional Selection Information window, select the Ship From, and then click OK.

 Note   The Ship From, Plant ID, Project Nbr, and Carrier Code fields are automatically filled out.

Firm Orders are automatically assigned to the Customer Shipment.

To unassign a firm order from a shipment

You may not want to ship everything scheduled with this ASN. For example, when no quantities are available or you need to send orders with a matching date and time on multiple trucks, unassigning may be necessary.

1.    On the Firm Orders tab of the Customer Shipment screen, select the firm order that you want to unassign, and click the Unassign icon.

2.    On the Unassign Firm Order Request from Shipment message, select one of the options and click OK.

This does several things to the unassigned order:

·         The Our Ship and Our Delivery Date and Time will be removed from the unassigned Order.

·         The Ship Quantity will be set back to 0.

·         The shipping weight of the unassigned order will be deducted from the truck weight of the ASN.

·         The status of the order will change to PLN as a planned shipment.

 Note   Pallets are not removed.

Load from Scanner

If you use scanning to preload firm orders, clicking Load from Scanner on the Firm Orders tab of the Customer Shipment screen will allow you to upload firm order information into inventory in TrueAuto. If you use this method of scanning, you can only scan the pallets onto the Shipments (when it comes time to ship) instead of scanning both the pallets and the serials.

ð  On the Firm Orders tab of the Customer Shipment screen, click the Load from Scanner button.

Work with Outer Containers

To assign outer containers with container serials to shipment

If you do not scan, Outer Containers and Orders handle serial numbers independently from each other on the SHIPMENTS screens. If the serials are assigned to the order, they still need to be assigned to the outer container.

1.    On the Outer Containers tab of the Customer Shipment screen, click the Assign icon.

2.    On the Choose Pallets to Assign window, choose the pallets and click Select.

The pallets are assigned.

To unassign the outer container and associated container serials from shipment

1.    On the Outer Containers tab of the Customer Shipment screen, select the outer container that you want to unassign and click the Unassign icon.

2.    On the Unassign Pallets from Shipment window, select an unassign method based on the options listed on the screen, and click Save.

To assign orders to an outer container

1.    On the Outer Containers tab of the Customer Shipment screen, choose the outer container to which you want to assign orders, and then click the Assign Orders button.

2.    On the Firm Orders Assigned to Pallet window, select the firm orders that you want to assign and then click OK.

To unassign orders from an outer container

1.    On the Outer Containers tab of the Customer Shipment screen, select the outer container from which you want to unassign the orders.

2.    Click the Unassign Orders button.

3.    On the Unassign Firm Order window, select the firm orders that you want to unassign, and then click OK.

Work with Packing List Comments

The Packing List Comments feature allows you to enter comments on shipment records and display those comments on the following Shipping Paper reports:

§  Packing List by Firm Order

§  Packing List by Container

The Packing List Comments tab is displayed on a Shipment

When the Packing List Comments feature is activated, the Packing List Comments tab is displayed on a Customer Shipment.

You can write Comments in the text area as needed. This content will be shown on the Packing List reports.

Packing List Comments in Packing List by Container Reports

When the Packing List Comments feature is activated, you can view the Comments section in the Packing List by Container report.

Packing List Comments in Packing List by Firm Order Reports

When the Packing List Comments feature is activated, you can view the Comments section in the Packing List by Firm Order report.

View Shipment Structure

This feature will display the list of Firm Orders and list of Pallets on the truck. It may help you to see if all the serials have been assigned to the right Pallet and Firm Order.

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the ASN whose structure you want to view.

3.    Click the View Structure icon.

4.    On the Shipment Structure screen, review the structure of the selected ASN.

Build Shipment Labels

You can print labels directly from the Shipments screen. By clicking the Build Labels button, TrueAuto prepares the labels for printing.

 Note   Shipments must have firm orders in order to build labels.

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the shipment for which you want to build labels.

3.    Click the Build Labels button.

The system will check whether label templates have been configured in these modules according to the following priority: 1) Trading Partner Packages, 2) Trading Partner Parts, 3) Trading Partners, and 4) Default setup by administrator. After checking, the appropriate template will be applied to your label printing job.

4.    On the Review Labels message, select one of the following options to proceed.

·         Create All: Creates new serials for all orders.

·         Reprint All: Reprints all existing serials for all orders.

·         Prompt: Prompts for each order.

·         Cancel: Cancels this printing.

Visual Drag & Drop in Shipments

The Visual Drag & Drop in Shipments is a new feature in TrueAuto that supports the following:

·         Move inner containers from left to right to assign them to a pallet. If you want to unassign an inner container from a pallet, simply move it from right to left. This will help you to build labels with ease and flexibility.

·         The drag and drop method allows you to visualize the shipment structure, which might include stand-alone containers, master pallets, and/or mixed pallets.

·         With the active Lading Count process, TrueAuto helps calculate the planned total count of pallets and inner containers in a shipment.

Build Labels

Example Scenarios

·         ASN Number = 08000143

·         On the Firm Orders tab, firm orders are assigned to the Shipment.

·         In this scenario,

-          Part Number [BPTEST1] has Qty/Master = 100 and Qty/Pack = 50.

-          Part Number [BPTEST2] has Qty/Master =300 and Qty/Pack = 100.

·         The calculations of Pallets and Inner Containers in this scenario are as follows:

To build labels

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the shipment for which you want to build labels.

Example: ASN Number = 08000143

3.    Click the Build Labels button.

4.    On the Packing Information Required window, review the shipment information, and then click Next.

 Note   By default, the total number of pallets in this box is calculated by the system, but you can edit it as needed.

5.    On the Build Labels – Packing Information Required window, you can do the following:

·         Click the Automatic Assignment button to automatically assign inner containers to available pallets. If you use this automatic process, TrueAuto prioritizes assigning inner containers with similar part numbers to the Master Pallets.

Example of using the Automatic Assignment function:

·         Drag & drop an inner container from left to right to assign it to a pallet.

 Note   If an inner container is not palletized, leave it on the left side.

Example of using the drag & drop function:

6.    When inner containers have been assigned to pallets, click Next.

The shipment structure is saved. Then, the Label Print Preview windows are displayed in order.

Label Samples

·         Stand-alone/Loose/Non-palletized Container Label

·         Master Label

·         Mixed Label

·         Inner Container Label

Reprint Labels

Use the Reprint All button if you want to reprint existing serials for all firm orders assigned. As one of the common cases, when a new firm order is assigned to the Shipment whose serials have already been printed, you might want to reprint their labels.

Once reprinted, the active Lading Count process will re-calculate to update the total count of pallets and inner containers in the shipment. The reprinted labels will show the updated Total Number of Cartons.

Example Scenarios

·         A new firm order is assigned to Shipment 08000143.

-          Part Number = BPTEST2

-          Requested Qty = 150

-          Quantity/Pack = 100

·         The calculations of Pallets and Inner Containers in this scenario are as follows:

To reprint labels

1.    On the Customer Shipments screen, select the shipment for which you want to build labels.

Example: ASN Number = 08000143

2.    Click the Build Labels button.

3.    On the Review Labels message, click the Reprint All button.

4.    On the Reprint Labels – Packing Information Required window, select the containers for which you want to reprint labels. See the NOTE below.

5.    If you want to add a new pallet, click the New Pallet button on the right side.

The new pallet is added.

6.    Drag and drop inner containers from left to right to assign them to the new pallet.

7.    When you are finished, click Next.

The Label Print Preview windows are displayed in order. Once printed, the serial numbers of the pallets and inner containers will be updated in the shipment structure.

Label Samples

·         Stand-alone/Loose/Non-palletized Container Label

·         Master Label

·         Mixed Label

·         Inner Container Label

View Shipping Papers

Once the shipment has been put together and is ready to ship, you can print documents required for shipping by using the Shipping Papers icon. What you see after clicking this button depends on the requirements of that Trading Partner. For instance, items such as Quick Receives or specialized packing lists, can be found on one Trading Partner’s Shipping Papers screen, but not on others.

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the ASN for which you want to print shipping documents.

3.    Click the Shipping Papers icon.

4.    On the View Shipping Papers window, select the documents that you want to print. Use the following report descriptions.

·         Packing List by Container: Prints a listing by mixed or master serials showing the individual serials underneath each line item. This report can be used to verify loading.

·         Master Packing List: This report prints a Master Packing List.

·         Quick Receive Label: Prints special bar code labels as the truck leaves.

·         Build Delivery Batch Labels: Prints labels to be applied when working with sequenced small lot shipments (Honda).

·         Pick and Load: Prints a list of orders in sequence or reverse sequence, for staging and loading.

·         Bill of Lading: Prints the standard Bill of Lading for this shipment, complete with legal text.

·         Canada Customs: Prints customs documentation for Canada.

·         US Customer ProForma Invoice: Prints customs ProForma Invoice for US border crossing.

5.    Click OK to continue.

The next steps depend on the document type you choose.

The following figure assumes that you selected Pick and Load as the Document Type.

Send a Document (856)

After the truck has picked up the parts that are staged for shipping, you may now send the Shipment electronically to the Trading Partner in the form of an Advance Ship Notice.

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the ASN that you want to send.

3.    Click the Send Document button.

·         If you have not printed shipping papers for this ASN yet, you will be prompted with the Shipping Papers screen.

·         If the ASN is missing a Trailer Number, you will be prompted to enter it.

4.    On the notification message, click OK to proceed.

When the document is sent successfully, the system message appears. Click Yes if you want to send an EDI file to the customer.

Create a Shipment

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, click New.

3.    On the Customer Shipment screen, select the Trading Partner in the dropdown list.

4.    Fill out the shipment details according to the Trading Partner’s requirements. Use the following Field Definitions.

5.    When you’re finished, click Save.

Field Definitions-General

To select a Carrier Identification code

1.    Click the Search icon in the Carrier field.

2.    On the Select Carrier Identification Code window, choose one of the Carrier Identification Codes and click Select.

The selected Carrier Identification Code is displayed in the Carrier field.

To select a Ship To

1.    Click the Search icon in the Ship To field.

2.    On the Browse Ship To window, select one of the Ship To locations and click OK.

The selected Ship To is displayed in the Ship To field.

Auto-build Shipment

The Build Shipments button supports the following:

§  Build planned shipments and automatically assign related firm orders.

§  Print a report of firm orders that would be placed in shipments.

Build Planned Shipments

1.    On the menu, select Customer Shipments > Shipments.

2.    On the Customer Shipments menu, click the Build Shipments button.

3.    On the Build Shipments Options window, do the following:

a.    Select the Trading Partner in the dropdown list.

b.    Click the Search icon to select the Ship To.

c.    Select the Start Date and End Date in the dropdown calendars.

 Note   By default, Start Date takes the current date/time, and End Date is 2 days later (including the Start Date). As shown in the example screenshot above, Start Date = 08/28/2023 and End Date = 08/29/2023.

d.    In the Choose actions pane, select the Build Planned Shipment checkbox.

e.    Click OK.

4.    On the Shipments to Build window, select the checkboxes of the proposed shipments that you want to build.

·         If the Date Only format has been configured, the Ship Date field of the proposed shipments only shows the date without time (e.g., 08/29/2023 00:00).

·         If the Datetime format has been configured, the Ship Date field of the proposed shipments shows the date and time (e.g., 08/29/2023 10:00).

5.    Next, click the Build button.

All selected shipments will be generated, and firm orders will automatically be assigned to the shipments.

6.    Open a shipment, and then switch to the Firm Orders tab to view the assigned records.

Grouping Conditions

This section explains how Firm Orders are grouped according to Trading Partner conditions.

Example Scenarios

·         The time interval = 50 minutes.

·         There are 14 firm orders to be grouped for building shipments. See the table below.

Explanations:

-          Group 1 includes firm orders with similar Ship To (TEST003), Ship Date (08/29/2023 00:00), and Supplier Code (104719).

-          Group 2 includes firm orders with similar Ship To (TEST003), Ship Date (08/29/2023 00:00), and Supplier Code (null).

-          Group 3 includes firm orders with similar Ship To (US02), Ship Date (08/29/2023 00:00), and Supplier Code (null).

-          Group 4 includes firm orders with similar Ship To (TEST003), Ship Date (08/29/2023 10:00), and Supplier Code (104719).

-          Group 5 includes firm orders with Ship From (2788911) and Supplier Code (27889).

-          Group 6 includes firm orders with similar Ship To (TEST003), Ship Dates that do not exceed the 50-minute time interval (08/29/2023 17:00 and 08/29/2023 17:45), and Supplier Code (null).

-          Group 7 includes firm orders with similar Ship To (TEST003), Ship Dates that do not exceed the 50-minute time interval (08/29/2023 18:00 and 08/29/2023 18:35), and Supplier Code (null).

Results:

 Note    The Trading Partner, Ship To, Ship Date, and Ship From fields of the first firm order in each group are used for the proposed shipments on the Shipments to Build screen.

Linking between a built Shipment and assigned Firm Order fields

The following screenshot illustrates the linking of the fields when related firm orders are assigned to shipments. For Honda, the Customer Firm Order screen does not show the Ship From field.

The following screenshot illustrates the linking of fields when related firm orders are assigned to shipments. For any trading partners other than Honda, the Customer Shipment screen does not show the Supplier Code field while the Customer Firm Order screen does not show the Ship From field.

Print Firm Order Report

With this feature, you can print a report of firm orders that would be placed in shipments.

1.    On the menu, select Customer Shipments > Shipments.

2.    On the Customer Shipments menu, click the Build Shipments button.

3.    On the Build Shipments Options window, do the following:

a.    Select the Trading Partner in the dropdown list.

b.    Click the Search icon to select the Ship To.

c.    Select the Start Date and End Date in the dropdown calendars.

 Note   By default, Start Date takes the current date/time, and End Date is 2 days later (including the Start Date). These are user-defined fields, so contact an administrator if you want to set up a specific business rule.

d.    In the Choose actions pane, select the Print Firm Order Report checkbox.

e.    Click OK.

The reports for all firm orders whose Ship Dates belong to the set date range will be loaded.

4.    On the Firm Orders by Date notification message, click OK.

The Print Preview screen is displayed.

Delete a Shipment

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, select the shipment that you want to remove, and then click the Delete icon.

3.    On the confirmation window, click OK.

·         Orders are removed from the Shipment and will be available again for use on other shipments.

·         You cannot delete a shipment that has already been sent to the Trading Partner.

Hide Alert Display

1.    On the Customer Shipments menu, click Shipments.

2.    On the Customer Shipments screen, enable the Hide Alert Display checkbox.

The color status (Red) will be hidden.

Lot Number Required

This topic provides a step-by-step procedure to help you identify Trading Partner Parts that require a Lot Number. You can then decide if:

1.    The Lot Number missing window is always displayed for every Part Number.

2.    Or, the Lot Number missing window is only displayed for a specific Part Number. The Lot required checkbox can be found in the following menus:

-          Ship To Cumulatives

-          Trading Partner Parts

-          Internal Parts

Prerequisites

When the Lot Number is required, there are 3 locations that you can set up whether to display the Lot Number missing window for a specific Part Number or not, including Trading Partner Parts, Internal Parts, and Ship to Cumulatives.

The order of precedence is Ship To Cumulatives > Trading Partner Parts > Internal Parts.

In the following example, there is a Shipment (Ship ID = 08000079) that contains two Part Numbers:

·         K23072701 – This Part Number requires a Lot Number.

·         K23072702 – This Part Number doesn’t require a Lot Number.

Do the following:

1.      Go to Settings > Ship To Cumulatives, open Part Number K23072701. Next, select the Lot Required checkbox.

2.      Go to Settings > Ship To Cumulatives, open Part Number K23072702. Then, clear the Lot Required checkbox.

3.      Continue clearing the Lot Required checkbox in the Trading Partner Parts menu for Part Number K23072702.

4.      Then, go to Settings > Internal Parts, and continue clearing the Lot Required checkbox for Part Number K23072702.

5.      Go to Customer Shipments > Shipments, select the shipment for which you want to build labels.

In this example, Ship ID = 08000079

6.      Then, click the Build Labels button.

The Lot Number missing window is displayed for Part Number K23072701.

The Lot Number missing window is NOT displayed for Part Number K23072702.

Barcode Labels

Unless labels and serial numbers are generated during production, it is common to generate shipping labels and create new serial records as shipments are prepared. In TrueAuto, there are many different methods available for printing labels. The processes may differ depending on which methods are best suited for your environment and your Trading Partner’s requirements. The label printing methods in a standard installation of TrueAuto are explained below. If you need more labeling options, such as printing labels at the production line, contact the TrueAuto Support team.

Before you can print labels, do the following:

·         Make sure that you have the correct label formats defined in the Bar Code Label file.

·         Make sure that the Parts for which you are printing labels have a Label Format associated with them.

Work with Barcode Labels

Most labeling methods will cross paths with the Barcode Labels window. Records can be created and changed here, or created in other TrueAuto screens, but they are confirmed, adjusted, printed, or reprinted on the Barcode Labels screen.

1.    On the Customer Shipments menu, select Barcode Labels.

2.    On the Customer Barcode Labels screen, click the barcode label that you want to view.

3.    On the Customer Barcode Labels screen, view the details on the General tab.

  Note   For a full description of each field, refer to the following Field Definitions.

Field Definitions-General

Print a Barcode Label

The Type of Label that you selected for the Barcode Label will be applied to the print job.

1.    On the Customer Shipments menu, select Barcode Labels.

2.    On the Customer Barcode Labels screen, click the line item that you want to print.

3.     Click the Print icon to start the print job. When you do this, the following tasks occur:

·         Serial Numbers are generated by TrueAuto, Serial records are created and stored, and the label is printed.

·         A third-party label printing program will print labels that are already formatted to each Trading Partner’s requirements.

·         Most, if not all of the information on the label will be provided by TrueAuto data from a comma-separated file that is generated when you click Print.

Create a Barcode Label

You can manually create a new Barcode Label record and select the Type of Label template that you want to apply to the print job. If you use this feature, the label templates selected in any other modules will not take effect.

1.    On the Customer Shipments menu, click Barcode Labels.

2.    On the Customer Barcode Labels screen, click New.

3.    On the General tab, select the Trading Partner in the dropdown list.

4.    To select the Type of Label template, do the following:

a.    Click the Search icon in the Type of Label field.

b.    On the Select Label Type window, choose the label type that you want to use and click Select.

The selected label type is displayed in the Type of Label field.

 Note   Always select a value for the Type of Label field first before the other fields.

Supported Label Types

·         BATCH: Batch labels.

·         CONTR: Container labels.

·         MASTR: Master labels.

·         MIXED: Mixed load labels.

·         QKRCV: Quick receive labels.

5.    To select the Part Number, do the following:

a.    Type the first few numbers or the entire Part Number which you would like to print.

·         Always enter the Part Number field second before the other fields.

·         This may populate information which was previously set as the default in the Parts file.

·         Some fields are only populated when Print is executed.

·         Some fields are dependent on the Trading Partner.

 ALTERNATIVE    You can also click the Search icon in the Part Number field. On the Browse Parts window, choose the part number that you want to use and click Select.

The selected part number is displayed in the Part Number field.

6.    To select the Supplier Code, do the following:

a.    Click the Search icon in the Supplier Code field.

b.    On the Browse Supplier Code window, choose the supplier code that you want to use and click Select.

The selected Code is displayed in the Supplier Code field.

7.    Type the total unit count for this print job:

·         TrueAuto will use Qty To Ship/Quantity/Pack to calculate the number of labels to print.

·         If Qty To Ship/Quantity/Pack does not result in a whole number, a message prompt will be displayed when you save the record. You can click OK and continue if needed. A label for a partial container will be printed.

8.    Fill out any additional non-default and relevant details that are specific to the containers that you are printing, for example, lot numbers, weights, dates, or other Trading Partner specific requirements. When you are finished, click Save.

Delete a Barcode Label

1.    On the Customer Shipments menu, select Barcode Labels.

2.    On the Customer Barcode Labels screen, select the label file that you want to remove, and then click the Delete icon.

3.    On the confirmation window, click OK.

TruckLoad Processing

TruckLoad is used to scan and assign products to the staged shipments. The purpose is to ensure that the proper serials and quantities are loaded onto the truck using a very simple scanning process with real-time feedback.

TruckLoad can optionally print barcode serials in real time for each serial scanned. That means an internal barcode serial label can be scanned and a new Trading Partner’s specific serial label can be printed.

TruckLoad uses a wired or wireless keyboard wedge type scanner. As you scan, the scanned item (Pallet Serial, Mixed Load or Master Serial, Container Management, or Container Serial) is added to the shipment. Container serials are added to pallets and attached to orders. Order quantities are verified and updated. TruckLoad will stop you if you try to over-ship or if you scan a part number that is not on the truck.

Scanning in TruckLoad

To scan in Truckload

1.    On the Customer Shipments menu, click TruckLoad Processing.

2.    On the Truckload Processing screen, scan the barcode for this shipment (on the pick list) in the Scan Shipment ID field.

 TIP   You can also type the Shipment ID followed by the tab key.

 Note  If the serials have already been assigned to the Master/Mixed pallets, the following system message will be displayed. Click OK to continue.

The corresponding details of the scanned shipment ID are displayed.

3.    Next, scan the serial number from the first master/mixed pallet label or a Bingo card with prefixes. When you do this, a Master/Mixed pallet is automatically created on this shipment and the display is updated as you scan.

 ALTERNATIVE    You can also do the following:

·         Click the Master Pallet button to add a new Master pallet.

·         Click the Mixed Pallet button to add a new Mixed pallet.

Prefixes such as 5J and 6J are subject to customer specifications. In this example, 5J and 6J pallet labels are created.

4.    Scan the serial number of the first container label. After Truckload validates that the serial’s part and quantity belong to the shipment, it is assigned to both the matching order and the master or mixed pallet label that was scanned most recently. By default, TruckLoad will print the Trading Partner shipping label immediately afterward.

5.    Continue scanning containers until you complete the pallet. If there are more pallets to scan, return to Step 2. Completed part order lines will be highlighted in green, while incomplete lines will be red.

Field Definitions – TruckLoad

To complete the scanning process

1.    When the shipment is complete, TruckLoad will automatically continue. However, if you short ship, click Complete.

Label Templates in TruckLoad

The system will check whether label templates have been configured in these modules according to the following priority: 1) Trading Partner Packages, 2) Trading Partner Parts, 3) Trading Partners, and 4) Default setup by administrator. After checking, the appropriate template will be applied to the print job.

2.    On the system message window, click OK to continue.

Other Prefixes/Codes Recognized by TruckLoad

·         PLS – Followed by characters, PLS is the pallet asset tag for a master or mixed load serial. It should be scanned before the master or mixed load serial. Example: PLS12345678AP.

·         PLT – Followed by characters, PLT is the pallet type for a master or mixed load serial. It should be scanned before the master or mixed load serial. Example: PLTAP.

·         RTN – Followed by characters, RTN is the returnable container asset tag for a container serial. It should be scanned before the container serial. Example: RTN23456789D1.

·         Type of Label: The barcode prefix for the packaging type, such as Containers or Master labels. Common prefixes include the following:

-          Container: S, 1S, 3S

-          Master: 4S, 6J, M

-          Mixed Load: 5S, 5J, G

Remove Container Serials from a Shipment 

1.    On the Customer Shipments menu, click TruckLoad Processing.

2.    On the TRUCKLOAD PROCESSING screen, scan the barcode for this shipment (on the pick list) in the Scan Shipment ID field.

3.    Select the individual container serial and click the Unassign button.

4.    This will remove the container serial from the order and from the master or mixed load serial. On the confirmation message, click OK.

TruckLoad FGActive

TruckLoad FGActive is applied to 3PL. With TruckLoad FGActive mode, you only need to scan the serial number from a master or mixed pallet label for the pallets, and then the inner containers included in the pallets will be automatically loaded.

Prerequisites

·         A shipment with the Shipment ID for being scanned by TruckLoad FGActive mode.

·         Assign firm order(s) to the shipment on the Firm Orders tab.

Scanning in TruckLoad FGActive

1.    On the Customer Shipments menu, click TruckLoad Processing.

2.    On the TruckLoad Processing screen, scan the barcode for this shipment (on the pick list) in the Scan Shipment ID field.

 Note   You can also type the Shipment ID followed by the tab key. Refer to the Field Definitions - TruckLoad section.

The orders assigned to the shipment are displayed in the Orders on this truck section.

3.    Scan the serial number from a master or mixed pallet label for the first pallet on this shipment.

The inner containers included in the pallet are loaded.

4.    Continue scanning the serial number from a master or mixed pallet label for the next pallet on this shipment. If there are more pallets to scan, return to Step 3. Completed part order lines will be highlighted in green, while incomplete lines will be red.

The inner containers included in the pallet are loaded.

Also, the Print view of the pallet label and its inner containers is displayed.

Mobile Version of TruckLoad

This section gives you the highlights of the TruckLoad user interface on mobile devices.

Scanning Fields

The scanning fields are located at the bottom of the mobile screen. On the desktop version of TruckLoad, these fields are situated at the top of the screen.

Tooltips

The Tooltips are displayed once you point to Masters or Containers. 

§  Point to Masters: The tooltip box shows you information about the Mix/Master Serial, number of Boxes, and Part Number.

§  Point to Containers: The tooltip box shows you information about the Serial, Returnable Container Serial/Container, Quantity, and Pallet Serial.

Messages

Messages are displayed after you scan Outer Container Labels and Inner Container Labels.

§  Green Notification: If the scanning process is successful, a notification is shown in green.

§  Red Notification: If the scanning process is not successful, a notification is shown in red.

Outer Containers

In TrueAuto, an outer container is defined as a container that holds other containers. Each outer container record should hold container serials, rather than individual parts.

Work with Outer Containers

1.    On the Customer Shipments menu, click Outer Containers.

2.    On the Customer Outer Containers screen, click the container that you want to view.

3.    On the Customer Outer Container screen, select the General, Dates/Shipping, IPP Tag, Other, or Inner Containers tabs to view the corresponding details.

General tab

Dates/Shipping tab

Other tab

IPP Tag tab

Inner Containers tab

Additional Information tab

Work with Inner Containers

To add a container serial to the pallet

1.    On the Inner Containers tab, click New.

2.    On the Inner Container window, fill out the details of the new container on the General, Dates/Shipping, IPP Tag or Other tabs.

3.    When you’re finished, click OK.

To view the serial details

1.    On the Customer Outer Container screen, click the inner container that you want to view.

2.    View the serial details on the Inner Container window.

To assign a container serial to the pallet

Parts may be put into inventory in full pallets ready to ship. Shipping users may want to only scan or assign the pallets to the Shipments they are working on without having to assign container serials. Known as Inventory Scanning, assigning the serials to Pallet records before they have an intended Shipment can save you time. Generally done by scanning, you can manually assign the serials using these steps:

1.    On the Inner Containers tab, click the Assign icon.

2.    On the Choose Serials to Assign window, select the serials that you want to assign, and then click Select.

To unassign an inner container from a customer outer container

ð  On the Inner Containers tab of the Customer Outer Container screen, select the container that you want to unassign, and then click the Unassign icon.

Create an Outer Container

Outer container records are created by printing labels under the Customer Shipments > Barcode Labels menu item. In the rare event that you must manually enter an outer container record, follow the instructions below.

 Note   You should only manually enter an outer container record if you are instructed by a TrueAuto technician or the TrueAuto Support team.

1.    On the Customer Shipments menu, click Outer Containers.

2.    On the Customer Outer Containers screen, click New.

3.    On the Customer Outer Container screen, select the Trading Partner in the dropdown list.

4.    Fill out the details of the new outer container. Use the following Field Definitions.

5.    When you’re finished, click Save.

Field Definitions-GENERAL

Field Definitions-DATES/SHIPPING

Field Definitions-IPP TAG

Field Definitions-OTHER

To select a part number

1.    On the General tab, click the Search icon in the Part Number field.

2.    On the Browse Parts window, choose the part number and click Select.

The selected part number is displayed.

To select a returnable container

1.    On the General tab, click the Search icon in the Retn Ctn Serial/Ctn field.

2.    On the Browse Returnable Containers window, choose the returnable container and click Select.

The selected returnable container is displayed.

Load from Scanner

If you use scanning to preload outer containers for inventory purposes, clicking Load from Scanner will allow you to upload serial information into inventory in TrueAuto. If you use this method of scanning, you can only scan the outer containers onto the Shipments (when it comes time to ship) instead of scanning both the outer containers and the serials.

1.    On the Customer Shipments menu, click Outer Containers.

2.    On the Customer Outer Containers screen, click the Load from Scanner button.

Delete an Outer Container

In the rare event that deleting an outer container record is necessary, follow the steps below.

1.    On the Customer Shipments menu, click Outer Containers.

2.    On the Customer Outer Containers screen, select the container that you want to remove, click the Delete icon, and then click OK on the confirmation message.

Inner Containers

When a new container label is printed in TrueAuto, the information about that container is stored in the Inner Containers file, which can be used to find information such as:

·         Serial number

·         Supplier lot number

·         Date when the label was printed, production was scanned, and shipment was scanned

·         Package weight

·         Returnable code used

·         Connection to orders and pallets

·         Part number and SKU

·         Quantity of units in this container

Serial Definition

TrueAuto provides you the ability to generate or import serial records for the purposes of internal tracking, shipping, and lot tracing. Serial record creation begins with printing barcode labels. As labels are printed, whether it is a container or a mixed/master label, TrueAuto will assign a new serial number to it. Container serials are found in the Customer Inner Containers window, and mixed and master serials are found on the Customer Outer Containers window. The characters in a TrueAuto-generated serial number consist of:

·         An internal container serial counter, increments at +1 per label printed.

-          In general, this counter remains the same across Trading Partners and serial types. For example, 00000001 = Honda Container, 00000002 = GM Pallet.

·         Trading Partner conformances

-          Scanned Serial prefixes (may be removed in EDI raw data as spec requires)

-          Padded characters 00000001

-          Required codes such as the Supplier code or DUNS number

-          Honda spec example: “1S”+<supplier code>+<TrueAuto 8-digit serial number>

Work with Inner Containers

1.    On the Customer Shipments menu, click Inner Containers.

2.    On the Customer Inner Containers screen, click the inner container that you want to view.

3.    On the Customer Inner Container screen, select the General, Dates/Shipping, IPP Tag or Other sections to view the corresponding details.

General tab

Dates/Shipping tab

IPP Tag tab

Other tab

Other Info tab

Create an Inner Container

There is generally no reason to manually create a new inner container record unless your goal is to troubleshoot an issue. The standard methods for creating serial records can be found in the shipping and label printing screens (see Print a Barcode Label). To view the most common areas to print labels, click here: Barcode Labels. On occasion, there may be times when you need to correct a single inner container record. For example, if an order is canceled but the inner container is still on the order, you can use this screen to make the inner container available for shipping again. If you need to consistently add inner container records from external sources, contact the TrueAuto Support team to discuss the options.

Here are the manual creation steps:

1.    On the Customer Shipments menu, select Inner Containers.

2.    On the Customer Inner Containers screen, click New.

3.    On the Customer Inner Container screen, select the Trading Partner in the dropdown list.

4.    Fill out the details of the new inner container. Use the following Field Definitions.

5.    When you’re finished, click Save.

Field Definitions-General

Field Definitions-Dates/Shipping

Field Definitions-IPP Tag

Field Definitions-Other

Delete an Inner Container

1.    On the Customer Shipments menu, select Inner Containers.

2.    On the Customer Inner Containers screen, select the inner container file that you want to remove, and then click the Delete icon.

3.    On the confirmation message, click OK.