Difference between revisions of "TransportOrder Index"
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| + | Status 1 – “Provisional” is where the order is still in the progress of creation. This step is typical if we are holding the order because we know there will be other orders on the same route in a near time-frame and we want to consolidate these orders together with this one before advancing the order. An order can be advanced from provisional manually in the portal it could also be released automatically in the portal after a certain time. | ||
| + | Status 2 “Request for quotation sent to FF/Transport Provider” | ||
| + | Certain routes/transport chains, typically those not used often where there is no pre-agreed tariff/pricing or where the mode/method of transport is expensive will require that we get 1 or more quotation before proceeding. In such a case we will send requests to one or more Freight Forwarders asking for a quote. | ||
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| + | Status 3 – “Awaiting Approval” | ||
| + | Some routes/transport chains will require an approval. | ||
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| + | Status 4 – “Approved” | ||
| + | Once an order is approved it goes to status Approved and if EDI is enabled a transport order EDI will be sent. EDI will not be enabled for all forwarders and they would be emailed a PDF order. | ||
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| + | We may send an order 2ce for example when a requisition is approved and the request sent to the warehouse to start picking we will send the transport order with an indicator that it is subject to change after completion of the pick. This allows the transporter/forwarder to start preparing the booking and arranging containers etc. Once the pick is confirmed and we know exactly the items/weights/volumes etc. we would resend the transport order EDI with the final figures. Same with a PO that has inco terms where we are required to collect the goods we would send the transport order when the PO is sent to the supplier but send the final order once the supplier has confirmed | ||
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| + | Status 5 - Order Consolidated to another order | ||
| + | A transport order that is status 1-3 could be manually in the portal added to another order. If this is done the status of the order that was added will be 5 and the details of the order (items etc will be added to the parent order. | ||
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| + | Status 6 – Cancelled | ||
| + | Orders at status 1-4 can be cancelled and would move to status 6 | ||
| + | Status 1 orders can be cancelled with no additional complications | ||
| + | Status 2 orders if cancelled would need an email message sent to any forwarder that received an email requesting a quote to say quote no longer required | ||
| + | Status 3 orders would need an email to the approver saying order now cancelled approval not needed and if the order has been through status 2 the successful forwarder will need an email to say that the order is cancelled and the service is no longer needed | ||
| + | Status 4 orders that are cancelled would need to send an email to the forwarder cancelling the order or if EDI is enabled and EDI cancellation message | ||
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| + | Status 7 Completed | ||
| + | Once all goods on the order are delivered or confimed as lost the transport order will move to status Completed | ||
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