Tendering Shipments for Service Agents 

Use

Planners can offer shipments to forwarding agents directly by using the Internet.

Prerequisites

You can make all the necessary settings in the Implementation Guide (IMG) under Logistics Execution ® Transportation ® Shipments ® Configuration of Transportation Processing for Forwarding Agents.

Procedure

Tendering shipments

  1. On the shipment screen, choose Shipment ® Create. Enter the transportation planning point and shipment type.
  2. Choose a forwarding agent on the Processing tab on the Create Shipment overview screen. Enter the forwarding agent’s external ID.
  3. Enter the shipment data in the Stages section and set the shipment status to Planned.
  4. Change the tendering status on the Tender tab to New offer from shipper. Otherwise, the shipment will not be displayed for the service agent.
  5. In the Quotation section, enter the date until which the offer is valid in the Valid to field, the length of loading platform that is required for the shipment in the LgthLoadingPltf field, and the upper price range that the forwarding agent should not exceed in the Maximum price field. Also enter the dates for pick-up and delivery. If you want to provide the forwarding agent with more information or conditions for this shipment, you can do so in the Tender text field.

    6. The field Maximum price field is filled in automatically if you choose Estimate.

  6. Save your entries.

Service agent's actions

The forwarding agents have access via Internet to the shipments offered and they can accept, reject, or accept under certain conditions. They use selection variants (such as North route ) to select the shipments that are offered to them. They can also display details about the shipments. If a forwarding agent wants to take on one of the shipments that is offered, he or she sets the tendering status to Accepted by forwarding agent. Forwarding agents can enter data such as deadlines, means of transport or tracking data directly in the shipper’s system for shipments that they have accepted.

Overview: Confirming shipment tendering and shipments

  1. You can display an overview of accepted or rejected shipments in the Shipment Tendering Status Monitor.

For example, you can display all shipments that have the status Accepted fwdg agent and the status Fwdg agent rejected. You can choose the shipments that you want to accept from this list.

Choose Logistics Execution ® Transportation ® Transportation Planning ® Lists and Logs ® Shipment Tendering Status Monitor and enter the selection criteria.

  1. After the forwarding agent has accepted the shipment, the planner can confirm or reject the transfer order.

On the overview screen, set the tendering status on the Processing tab to Confirmed by shipper or to Offer canceled.

The forwarding agent can enter notes such as "Delays of approximately one hour are possible" in the Tender text field. If the planner does not want to accept such delays, he or she can enter another forwarding agent in the FwdAgent field and reset the tendering status to New offer from shipper. The shipment is then offered to the next forwarding agent.