Validate a Shipment

Overview

For some shipments, the information in Optimiz must match the actual documentation and physical characteristics of the freight. For these shipments, the Shipment Action of Validate Shipment can be required in the Customer Hierarchy. Any shipments that require validation must have their information confirmed in Optimiz by using the Validate Shipment process.

Shipments that require validation can be found by searching for the Validate Shipment Required exception. This exception is applied at the scheduled pickup time of any shipment that requires validation. See Search for Shipments for details.

The Validate Shipment feature can also be used to assign barcodes to a shipment that has not yet been confirmed at a ProTrans hub. If barcodes do not already exist, the +Barcodes link will assign a barcode to each handling unit associated with the shipment.

Prerequisites

Before you can validate a shipment:

  • It must already exist.
  • The shipment must require validation. Shipments that do not require validation cannot be validated. See Define a Shipment Action by Type for information on configuring the validation requirement for specific shipments.

Process

To Validate a Shipment:

  1. Search for the shipment to be validated. See Search for Shipments for details.
  2. Click the Pieces for the shipment to be validated.

The Validate Shipment Information page opens.

  1. Confirm the Origin of the shipment. If needed, click Change and select a new ShipFrom entity.
  2. Confirm the Destination of the shipment. If needed, click Change and select a new ShipTo entity.
  3. Select a Reference Type if one must be added to the shipment.
  4. Enter the Reference Type Value if one must be added to the shipment.
  5. Click Add to add the selected Reference Type to the shipment if needed.
  6. Repeat steps 6 - 7 for any additional Reference Types to be added to the shipment.
  7. Select Barcodes to view any associated barcodes or assign barcodes if none exist.

  1. Confirm the information for each handling unit for the shipment.
  2. Click Add New Record to add an additional handling unit with different dimensions or class if needed.
  3. Click Edit to modify the handling unit's information if needed. Scroll the handling unit information grid to the right if the Edit button is not visible.
  4. Make any needed changes to the handling unit's information after clicking Add New Record or Edit.
  5. Click Update to save changes made to a handling unit's information if needed or Cancel to discard them. Scroll the handling unit information grid to the right if the Update and Cancel buttons are not visible.
  6. Click Update All to validate the shipment, Clear to undo all changes, or Close to return to Shipment Management.

Result

The shipment has been validated.