Search for Loads

Overview

Users can find carrier planning requests based on a variety of criteria. Once returned, search results can be sorted and the data grid rearranged, as needed.

For performance reasons, Optimiz returns only the number of results selected in the Results Count dropdown below the Search button. If more than this number of results is needed, a Business Intelligence Report from bi-team@protrans.com should be ordered instead.

Areas of the Search Bar

 

Search By

These Several criteria are available when searching for carrier planning requests. For more information about the available criteria, view the full topic.

If You Search For Optimiz Returns
Account Logistics Manager All loads associated with the specific Account Logistics Manager.
Account Relationship Manager All loads associated with the specific Account Relationship Manager.
Account Rep All shipments associated with the specified Freight Management Account Representative.
Alternate Pickup Carrier All loads associated with the Alternate Pickup Carrier entered.
Bill To Loads associated with the specified Bill To entity.
Carrier Team matching the geographical carrier team responsible for moving the freight.
Checked Out User Requests matching the specified user to whom the requests are checked out.
Customer Loads belonging to the specified customer.
Destination The destination associated with the load.
Load End Date All loads with an end date that is between the range of dates you specified.
Load ID The load matching the unique, system-generated ID.
Load Start Date All loads with a start date that is between the range of dates you specified.
Origin The origin associated with the load.
Planning Type All loads that have been assigned the specified Planning Type.
PO Number A purchase order number (PO number) authorizes a purchase transaction.
Primary Carrier The primary carrier assigned to the logistics plan.
Route Identifier All loads associated with the specified Route Identifier.
Request ID The request matching the unique, system-generated ID associated with the request.
Supply Chain Manager All loads being handled by the Supply Chain Manager selected.
Tracking Priority Loads with a tracking priority of one of the following: Carrier Managed, Consol Priority, Critical, Expedite, JIT, Launch, No Tracking, Service Recovery, SPERRLAGER.

Reference Types

Users can search by Reference Types in Carrier Planning. The Any Reference option can be selected to search all reference fields associated with the load.

A reference value is associated with a load during its creation. Available references are configured in Reference Type Management. (See Add a Reference Type for more information on adding reference types.)

Modes

Users can search by mode in Carrier Planning. A mode is associated with a load during its creation. Available modes are configured in Transportation Mode settings (See Add a Transportation Mode for more information on adding transportation modes).

Volume LTL Review

Users can search by Volume LTL in Carrier Planning.

Status Description
Requires Review Potential Linehaul pick-ups waiting for a carrier (LTL / LH) to be identified to move the freight.
No Review Shipments that do not require further revision.

Request Status

Users can search by request and load status in Carrier Planning. For more information about the available statuses, view the full topic.

Status Description
Accepted The request was reviewed and accepted.
Cancelled The request was submitted, but was cancelled before it could be reviewed.
Pending The request has been submitted and is awaiting review.
Rejected The request was reviewed and rejected.

Load Status

Load Status Description
Carrier Review The load has not yet been assigned to a carrier.
Reserved The load was tendered to the carrier, and the carrier has accepted it, but no shipments have yet been added to the load.
Tender Rejected The load was tendered to the carrier, but the carrier rejected it.
Tender Timed Out The load was tendered to the carrier, but the carrier did not respond in the allotted amount of time.

Type

Optimiz enables you to find requests by type when searching in Carrier Planning. The different types are:

Type Description
Quote Request A request to get quotes from one or more carrier before booking a load.
Unplanned Request A request to book a load that is not associated with a logistics plan. Also known as Expedite.

When Should I Search?

Many activities in Optimiz require the user to search before taking action on an item. Build and run a search to find carrier planning requests matching a given set of criteria.

Prerequisites

Before you can search for carrier planning requests, you must:

  • Log in to Optimiz.

Process

At least one search criterion or filter must be added. To return the most specific results, complete the steps to add all filters.

To Add a Search By Criterion:

  1. Click the Search By dropdown list.
  2. Click the dropdown list to expand the available search criteria and select a search criterion from the list.
  3. Enter or select the value to search by. Select the matching option from the list, if available.
  4. Click Add if necessary. Some search criteria are automatically added as soon as a valid item is selected from the list.
  5. Repeat steps 2-4 to add any other required criteria to the search.

To Add a Reference Criterion:

  1. Click the Reference dropdown list.
  2. Select a reference type from the dropdown list.
  3. Enter the value to search by.
  4. Select Contains to return results that match the provided value exactly or select Any to return all results that contain the provided value.
  5. Click Add.
  6. Repeat steps 2-5 to add any other reference criteria to the search.

To Add a Mode Filter:

  1. Click the Modes dropdown list.
  2. Select one or more modes to use as a filter.

To Add a Status Filter:

  1. Click the Load Status dropdown list.
  2. Select one or more statuses to use as a filter.

 

To Add a Volume LTL Review Filter:

Select Number of Search Results

To improve speed, Optimiz returns only a limited number of search results. The number of results returned by a search can be selected from Results Count. Be aware that selecting a larger number of results can slow the speed of Optimiz for all users.

Run the Search

Run the search after the criteria and filters have been added.

To Run the Search:

  1. Click Search.

 





Result

Optimiz finds all matching results and displays them in the data grid.