Convert a Shipping Order

DVU users can convert a shipping order into a TMS delivery.

In general, this is a four-step process:

1. create a shipping order

2. confirm the shipment

3. convert the order

4. configure and manage the shipment/load in the TMS

Confirming the shipment

With the Master Bill of Lading in hand, go to the DVU platform and confirm inventory, allocation, and delivery details.

1. Go to Home > Orders > Shipping Orders.

2. Use the PO number to locate the order.

3. Double-click the order to open the record.

Verifying the order

1. On the General page, go to the Summary section and confirm the shipping quantity (Qty Shipped).

2. Go to the Partners section and verify the Ship to address.

To confirm the items and quantities in the shipment:

1. Click Line Entries in the side menu.

2. Confirm the Ordered Qty value matches the Shipped Qty figure for each entry.

If the product names and quantities match the Master Bill of Lading, go to the next step and create a delivery.

Creating a delivery

This step converts a shipping order into a TMS delivery.

1. Click the Actions button at the top of the page and select Create Delivery.

2. Close the page.

3. Locate the delivery in the TMS environment. (see below)

Working in the TMS

The last step in the conversion process is to locate the order in the TMS environment.

1. Go to Home > Transportation > Dispatch.

2. Make sure the Shipments tab is selected.

3. Scan the list and locate the converted order (e.g. search for the Shipper Number).

Opening the TMS template

Click the file name to open the record. The General page displays. Click a link on the side menu to open a different template page.

Completing the order

At a minimum, the DVU user should review, update, and add information on the following template pages to complete the order:

• General

• Commodities

• Advanced

• Charge Codes