Search for Loads or Shipments

Overview

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

In general searches, Optimiz will only show results from the past 90 days. Users can view shipments and loads from up to the past 12 months by searching for their shipment or load numbers directly.

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 loads. For more information about the available criteria,

If You Search For Optimiz Returns
Bill To associated with the specified Bill To entity.
Delivery Date The date that the shipment will be delivered to the consignee.
Destination The destination associated with the load.
EDI Code Returns requests associated with the unique, comma-delineated EDI value.
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.
Pickup Date The date that the shipment was picked up from the supplier.
PO Number A purchase order number (PO number) authorizes a purchase transaction.
Primary Carrier The primary carrier assigned to the logistics plan.
Product ID All loads associated with the specified Product ID.
Quantity All loads matching the specified quantity.
Responsible Party Location All loads associated with the specified Responsible Party Location.
Route Identifier All loads associated with the specified Route Identifier.
SAF Number The associated with the specified SAF number.
Shipment ID The shipment matching the unique, system-generated ID.
Weight All loads matching the specified weight.

Shipment Reference

Users can search by Shipment Reference in the Customer Portal. 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 the Customer Portal. A mode is associated with a load during its creation. Available modes are configured in Transportation Mode settings.

Status

Users can search by status in the Customer Portal.

Status Description
Assigned The shipment is assigned to a load, but has not yet been picked up.
Attempted A carrier was dispatched to pick up the shipment, but no freight was available.
Booked The load was tendered to the carrier, and the carrier has accepted it.
Cancelled The shipment was cancelled before it could be picked up.
Carrier Review The load has not yet been assigned to a carrier.
Closed The load or shipment has had all of its required check calls and paperwork submitted.
Delivered The shipment has had all of its required check calls submitted, but required paperwork (such as POD confirmation) is missing.
In Transit The load or shipment has had its first Stop Departure check call entered, but there are still more check calls expected.
Ordered Not Used A carrier arrived but was unable to pick up the freight.
Pending A load is waiting for approval by a Supply Chain Manager.
Ready to Tender The load has been created and the pickup time and date are more than 24 hours away. Optimiz begins automatically tendering loads at 11am the day before pickup.
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.
Tendered The load has been tendered to the carrier. Loads will remain in this status until the tender is accepted, rejected, or expired.
Unassigned The shipment has not yet been assigned to a load.

Exceptions

Load exceptions indicate the load has a property out of the ordinary.

Exception Description
ETA Exception Occurs when the time between pickup and delivery is illegal according to ProTrans and DOT Interpreted regulations. See ETA Exception.

Shipment Type Status

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 loads matching a given set of criteria.

Prerequisites

Before you can search for loads, you must:

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 Shipment Reference Criterion:

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

To Add an Exception Filter:

  1. Click the Exceptions dropdown list.
  2. Select one or more exception types to use as a filter.

 

To Add a Shipment Type Status Filter:

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