Set EDI Tender Methods

Overview

The EDI Configuration option sets customer defaults related to carrier choice, delivery date and time, default carrier, and whether Optimiz will match tenders to logistics plans. The Account Manager can set these customer-specific defaults for EDI Configuration at the Customer Level of the Customer Hierarchy.

Use Customer Defined Delivery Date and Time

When set, delivery date and times set by the Customer are the default.

Match Tenders to Planned Loads

When selected, Optimiz will match tenders to unapproved logistics plans on the planning management page. If no matches are found, the loads will be sent to the carrier planning page for review.

Customer Default Carrier

When selected, user must search for and select a Customer Default Carrier, as well. When set, tenders will be sent to Carrier Planning.

Use c/o Location

When selected, shipments created from inbound tenders will use the care of location set in the ShipFrom and ShipTo entities indicated as the origin and destination of the shipment.

Each option within EDI Configuration should be selected only if necessary for the unique requirements of the customer.

Process

To Set EDI Tender Methods:

1. Click the wrench for the Customer level of the customer hierarchy. See Access the Customer Hierarchy.
2. Click EDI Configuration.

The EDI Configuration window opens.

3. Select Receive Inbound Tender if Optimiz must receive inbound tenders from the customer.
4. Select the EDI Format for inbound tenders.
5. Select EDI Tender Carrier Acceptance if tender acceptances should be sent via EDI.
6. Select the Effective Date to begin sending tender acceptances from the date picker.
7. Select Use Customer Defined Carrier if Optimiz should use of the carrier in the EDI tender.
8. Select Use Customer Defined Delivery Date and Times if Optimiz should use the delivery date and times set in the EDI tender.
9. Select the Default Mode to use for tenders that do not specify a transportation mode.
10. Select Pickup/Delivery Time Window in Minutes if window times provided on the tender should be overridden by the provided duration time in minutes.
11. Select the Default HU Type that should be assigned to shipments created from tenders, if needed.
12. Select Match Tenders to Planned Loads if Optimiz should match tenders to unapproved logistics plans on the planning management page. If no matches are found, the loads will be sent to the carrier planning page for review.
13. Select Customer Default Carrier if the indicated carrier should be assigned to all loads created from EDI tenders.
14. Search for and select the Carrier to be used as the customer default.
15. Select Auto Complete Check Calls if loads created from EDI tenders for the selected modes should be closed automatically when created.
16. Select the Modes For which check calls should automatically be completed, if applicable.
17. Select Use c/o Location to use any care of location set for the origin or destination entities indicated on inbound tenders, if needed.
18. Select Send IFTMCS if IFTSTA notifications are required to be sent via EDI.
19. Select Send Pickup Reference # if references are required to be sent via EDI, if applicable.
20. Select the Shipment Reference type to be required to be sent via EDI, if applicable.
21. Click Add New Record if IFTSTA notifications are required to be sent via EDI, then select the Entity Type that require the references to be sent.
22. Select Use User Defined Pickup Time Windows if Optimiz should default the pickup time windows to the time set in the hierarchy, then check either Location Level, or Trading Partner Level to set which hierarchy level the pickup window times should be pulled from.

23. Click Update to save the changes or click Cancel to exit without saving.

Result

Changes made to the customer's carrier options and tender matching will take effect on any future shipments.