Setting up shipment tracking behavior

Users track shipments on these boards:

  • View Available Loads

  • View Completed Orders

  • View Tendered Loads

You can control the shipments a user can see by filtering the shipments by the role of the user’s profile company on the order and setting default date ranges.

You can also specify the behavior and contents of the load boards and allow access to maps from the load boards.

Specifying load boards defaults

eStat allows users to track shipments on load boards. To set the shipment filters and default tracking date range, follow these steps:

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.
      A message asks you to verify that you want to change the role. Click OK to continue.

      Note: If the setting has already been changed for at least one role, its text label is bold and italic.

  3. On the Modules tab, in the Module Selection field, select Customer.

  4. Click these tabs: Application Settings > Shipment Tracking and Reports > Shipment Tracking - 1.

  5. In the For this user to view a shipment, the user’s profile company must be list, select a profile type. The user will be able to view orders only if the user’s profile companies are of the selected type.

    Show me

    image1

    Field definitions
    Field Definition

    Bill To, Order By, Consignee or Shipper

    User will see all orders for which one of its profile companies is the Bill To, ordering company, consignee, or shipper

    Consignee or Shipper

    User will see all orders for which one of its profile companies is the consignee or shipper

    Bill To

    User will see all orders for which one of its profile companies is the Bill To

    Consignee

    User will see all orders for which one of its profile companies is the consignee

    Order By

    User will see all orders for which one of its profile companies is the company that placed the order

    Shipper

    User will see all orders for which one of its profile companies is the shipper

    (No restriction - user can view any shipment)

    User will see all orders

    For example, suppose a user’s profile companies are ABC Inc. and XYZ Co. If you select Shipper from the list, the user will see orders only where the shipper is ABC Inc. or XYZ Co.

  6. In the Default Date Range section, set the default dates as needed. These settings affect the Available or Completed load boards. Each board has its own date fields.

    Note: The maximum default for each field is 30 days.

    Field definitions
    Field Definition

    Available Days Back

    Default number of days before today’s date for which records appear

    Available Days Forward

    Default number of days after today’s date for which records appear

    Historical Days Back

    Default number of days before today’s date for which invoiced or completed orders appear

    Historical Days Forward

    Default number of days after today’s date for which invoiced or completed orders appear

    Tendered Days Forward

    Default number of days before today’s date for which tendered orders appear

    Tendered Days Back

    Default number of days after today’s date for which tendered orders appear

  1. In the Shipment Detail Dates section, set options as needed.

    Field definitions
    Field Definition

    Show Earliest/ Latest Dates

    Select this check box to include the value recorded in the Tender Shipment page’s Early Date and Late Date time and date fields for each event on the order.

    Show Arrival/ Departure Dates

    Select this check box to include the value recorded in the Tender Shipment page’s Early Date and Late Date and time fields for each event on the order.

    Show Arrival/Departure Times For Completed Stops

    Works with the Show Arrival/Departure Dates field. These fields will only appear if the stop is completed.

  2. In the Other Settings section, set options as needed.

    Field definitions
    Field Definition

    Show Stop Location Information

    Name and entire address for the stop location when viewing the order on the Shipment Details page

    Show Non-Billable Events

    All billable and non-billable stops on the Shipment Details page

    Show Entire Movement

    All activity involved with the movement on the Tender Shipment page

  1. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.
    If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

    If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Allowing access to maps for active loads

When viewing available loads, users can view a map for any order. Map icons show locations of resources, stops, and companies. Users can view a map for a single order or multiple orders. They can view current traffic and a radar map of the weather. Users can also view a map that shows check call breadcrumbs for an order.

By default, users cannot view maps for active loads. You must enable the mapping feature for the View Available Loads page and select which information will appear on maps.

For more information about the mapping feature and general map settings, see Managing the mapping feature.

To enable the mapping feature for active loads and to select map settings, follow these steps:

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.
      A message asks you to verify that you want to change the role. Click OK to continue.

      Note: If the setting has already been changed for at least one role, its text label is bold and italic.

  3. On the Modules tab, in the Module Selection field, select Customer.

  4. Click these tabs: Application Settings > Shipment Tracking and Reports > Map.
    The map settings for the View Available Loads page appear.

    image2

  5. Specify settings.

    Map Settings
    Field Definition

    Enable Map

    Enable users to view maps for available loads

    Plot Tractors

    Show tractor icons on maps

    Plot Trailers

    Show trailer icons on maps

    Plot Carriers

    Show carrier icons on maps

    Plot Companies

    Show company icons on maps

    Plot Companies From View

    Plot company information on maps based on a custom SQL view

    Map Icon Size

    Select the pixel height and width for map icons

    Tractor Settings
    Field Definition

    Display All Tractors

    Show icons for all tractors in your TMWSuite database on maps

    Display Orders' Tractors

    Show tractor icons only for the selected order(s) on maps

    Plot From View

    Plot tractor information on maps based on a custom SQL view

    Trailer Settings
    Field Definition

    Display All Trailers

    Show icons for all trailers in your TMWSuite database on maps

    Display Orders' Trailers

    Show trailer icons only for the selected order(s) on maps

    Plot From View

    Plot trailer information on maps based on a custom SQL view

    Carrier Settings
    Field Definition

    Display All Carriers

    Show icons on maps for all carriers in your TMWSuite database

    Display Orders' Carriers

    Show carrier icons on maps only for the selected order(s)

    Plot From View

    Plot carrier information on maps based on a custom SQL view

  6. Click Save.

Displaying stop and freight details in a grid

By default, users view their orders on the Shipment Detail page, which shows orders in the same form used to enter them. Users must scroll to view the stops and freight information. You can activate the Shipment Detail Lite page to display shipment details in a format that eliminates having to scroll to view stop and freight details.

The Shipment Detail Lite page replaces the default Shipment Detail page when a user accesses shipment details from these pages:

  • View Available Loads

  • View Completed Orders

  • Quick Find Order

The top section of the page contains order header information. Detailed stop and freight information is displayed in a horizontal grid with expandable rows.

image22

Activating the Shipment Detail Lite view

You can activate the Shipment Detail Lite page to display shipment details in a format that eliminates having to scroll to view stop and freight details. The Shipment Detail Lite page replaces the default Shipment Detail page when a user accesses shipment details from the View Available Loads, View Completed Orders, and Quick Find Order pages.

  1. To avoid unexpected results, ensure the Process Tendered Shipments setting for this user is cleared, which is the default status. It is located at Menu > Security > Work with Users > Review Users. Click Modify for the user you want to edit and find the setting on the Customer tab.

  2. If you allow customers to edit tendered and available loads, they will not be able to see orders in Shipment Detail Lite view. Refer to Allowing users to edit shipments to verify settings or make adjustments.

To enable the Shipment Detail Lite page, follow these steps:

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.
      A message asks you to verify that you want to change the role. Click OK to continue.

      Note: If the setting has already been changed for at least one role, its text label is bold and italic.

  3. On the Modules tab, in the Module Selection field, select Customer.

  4. Click these tabs: Application Settings > Shipment Tracking and Reports > Lite View.

  5. Select the Use a 'Lite' Version of Shipment Details with a Simplified/Hierarchical View check box.

    image23

  6. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.
    If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

    If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Specifying the information included in the grid

The Shipment Detail Lite page will display every event in a row on the detail grid. By default, the row displays the event number followed by the company name in the Customer column. To display additional information in the grid, select the options in the Stops Data and Freight Data sections of the Lite View tab.

For example, if you want users to see the stop status, select the Show Stop Status check box. The resulting grid will show a top-level row with the event number and customer name. Clicking image24 Show will display the Stop Status. Clicking image25 Hide will close the expanded row.

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image26

To specify the information included in the grid, follow these steps:

  1. In the Stops Data section, select the check boxes for the stop details you want to display in the grid.

    Stop detail options
    Field Definition

    Show Scheduled Date

    Date/time the stop is scheduled to occur

    Show Arrival / Departure Dates

    Date/time recorded in the Tender Shipment page’s Early Date and Time and the Late Date and Time fields for each event on the order

    Show Appointment Date

    Date/time of a scheduled appointment

    Show Stop Status

    Current status of each stop

    Show Stop Reference Number ()*

    First reference number of the default type recorded for the stop

    Notes:

    1. You specify the default reference number type for stops on the Shipment Tender tab’s Defaults sub tab.

    2. The check box name includes the abbreviation for the default reference number type in parentheses.

      image27

    3. Reference numbers of types other than the default are not shown.

    Show ETA Date

    Estimated date/time for arrival at the stop

    Show Earliest/Latest Dates

    Date/time recorded in the Tender Shipment page’s Early Date and Time and the Late Date and Time fields for each event on the order

    Show Appointment Change Reason

    Change reason recorded when a scheduled appointment is changed

    Show Stop Type

    Stop event type

    Show Delivery Instructions

    Any delivery instructions recorded for the stop

  2. In the Freight Data section, select the check boxes for the freight details you want to display in the grid.

    Freight detail options
    Field Definition

    Show Freight Data

    You must select this check box to display freight information.

    Freight Description

    Commodity description of the freight on the stop

    Freight Reference Number *

    Reference number of the default type recorded for the freight

    Notes:

    1. You specify the default reference number type for freight on the Shipment Tender tab’s Defaults sub tab.

    2. The check box name includes the abbreviation for the default reference number type in parentheses.

      image28

    3. Reference numbers of types other than the default are not shown.

    Weight *

    Value entered in the Weight field

    Volume *

    Value entered in the Volume field

    Count *

    Value entered in the Quantity field

    * The unit type for weight, volume, and count is selected when the order is entered. The freight detail grid will show the type selected on the order.

  3. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.

    If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.