Supply Chain Optimization User Guide

SCO
User Guide
Emerson ‘CARRIER’ Role
Version 2.0
Updated: 4/14/2014
Supply Chain Optimization User Guide
Emerson ‘Carrier’ User Role
Table of Contents
SUMMARY................................................................................................................................ 3
NAVIGATION: LOGGING INTO OTM .............................................................................................. 3
Purpose ................................................................................................................................ 3
Logging into OTM................................................................................................................... 3
Changing Your Password ......................................................................................................... 4
NAVIGATION: Open Tenders........................................................................................................ 5
Accept or Decline Tenders ....................................................................................................... 5
NAVIGATION: Update Shipment Events......................................................................................... 6
Providing Status Updates......................................................................................................... 6
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SUMMARY
Emerson’s Supply Chain Optimization Program (RSCO) is managed by Menlo
Logistics and built on Oracle Transportation Management (OTM). The purpose of
SCO is to provide: a single ground transportation booking tool to ensure the correct
carrier and mode is selected; exception management for key ground and air
shipment events; centralized visibility to ground and air shipments; operational
reporting metrics.
NAVIGATION: LOGGING INTO OTM
Purpose
Logging into OTM allows a user to access the application. To log in, a user will need
a username and password. Supported Internet Browsers include Internet Explorer
version 8.0 / 9.0 or Mozilla Firefox. The user will need to make sure the Internet
Explorer Caching is set to refresh every time you visit the webpage, pop-up blocker
is disabled and links open in new windows instead of tabs for optimal performance
and usability. All passwords are case sensitive in OTM.
Logging into OTM
1. Log in to OTM;
a. Enter ‘EMR.USER NAME’ (i.e. EMR.JOHN_SMITH).
(Note: All usernames are uppercase)
b. Enter ‘Password’. All passwords are case sensitive and must be
entered exactly as they were created by the administrator.
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2. After logging in, the main OTM page will be visible:
3. Note the following features of the OTM home page:
a. On the left hand side of the screen is the Main Menu. Selecting options
from the menu will take you to the functional areas within the OTM
application.
b. To the right of the Emerson logo on the top, your User Name and Role
are displayed.
Changing Your Password
1. From the Main Menu on the left side of the screen, click on ‘Change
Password’. The Change Password screen will open.
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2. Enter your current password in the ‘Old Password’ field
3. Enter your preferred new password in the ‘Password’ field. (Note: all
passwords must meet the standards defined by Emerson for OTM.)
4. Re-enter your new password in the ‘Retype Password’ field
5. Click ‘Update Password’. You will receive a confirmation screen indicating
that your password has been changed successfully.
NAVIGATION: Open Tenders
Accept or Decline Tenders – The open tenders shows all tenders that are
currently in an outstanding status. Tenders will be withdrawn and offered to the
next available carrier after 60 minutes without a response. LTL carriers are set to
auto-accept and do not need to respond to tender offers. Air Cargo Forwarders
have 24 hours to response to a tender.
1.
2.
3.
4.
Click
Click
View
Click
‘Open Tenders’
the ID of the tender being responded to
the shipment information
‘Accept’ or ‘Decline’ at the bottom of the screen
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NAVIGATION: Update Shipment Events
Providing Status Updates – Emerson Supply Chain Optimization Program
requires status updates on four (TL and LTL) and 8 (Air Cargo) events. Updates are
expected within two hours of the event occurring.
EVENT
ARRIVED AT PICKUP
DEPARTED ACTUAL PICKUP
ARRIVED AT DELIVERY LOCATION
DELIVERED
TL
REQUIRED
REQUIRED
REQUIRED
REQUIRED
EVENT
ARRIVED AT PICKUP
ARRIVED AT ORIGIN TERMINAL
AIRCRAFT DEPARTURE (ESTIMATED)
AIRCRAFT DEPARTURE (ACTUAL)
LTL
OPTIONAL
REQUIRED
REQUIRED
REQUIRED
AIR
OPTIONAL
REQUIRED
OPTIONAL
REQUIRED
REMARKS
ARRIVED – FINAL DESTINATION
OPTIONAL
AIRPORT (ESTIMATED)
ARRIVED – FINAL DESTINATION
REQUIRED
AIRPORT (ACTUAL)
DOCUMENTS DELIVERED TO BROKER
Delivered CONDITIONAL Mandatory when Forwarder is NOT
Broker
Document Turnover CONDITIONAL Mandatory when Forwarder is Broker
CLEARED CUSTOMS
ARRIVED AT DESTINATION TERMINAL
CARRIER AND CUSTOM RELEASE
ARRIVED AT FINAL DESTINATION
(ESTIMATED)
ARRIVED AT FINAL DESTINATION
DELIVERED AT DESTINATION
(ACTUAL)
REQUIRED
CONDITIONAL Mandatory when Shipment is Door to
Airport or Airport to Airport
OPTIONAL
OPTIONAL
CONDITIONAL Mandatory when Shipment is Airport
to Door or Door to Door
OPTIONAL
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1.
2.
3.
4.
5.
6.
7.
8.
9.
Click ‘Shipment Events’
Enter search criteria
Click the ID of the shipment to be updated
Click ‘Add Shipment Tracking Event’ at the bottom of the screen
Select “Carrier” from the “Responsible Party”
Select the status being provided
Select the “Shipment Stop” location
Update the ‘Event Date/Time’ with the time the event occurred
Click ‘Finished’ at the top of the screen
NOTE: The calendar displays the month and year in the list boxes on the
top. The date can be selected from below. The current date displays in
bold. (Note: If you need to select a time, you must first select the time
before selecting the date.)
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