Submit an Unplanned Shipment Request with Product Information

Overview

When existing logistics plans do not meet the customer's needs, an Unplanned Shipment Request can be submitted. Unplanned Shipment Requests allow customers to notify ProTrans of shipments that fall outside of standard transportation needs.

  • The customer may be able to include product information with their shipment request, depending on their account. When this feature is enabled, customers can add one or more parts instead of handling units.
  • Unplanned Shipment Requests of this type are required to have an attached AETC / PTA reference type.

These requests can also be sent via EDI as expedite requests.

Several required fields on the Shipment Request form fill automatically from information entered in Optimiz and cannot be changed. If any required information does not appear automatically and cannot be added, contact a Supply Chain Manager to address the issue.

When should I submit an Unplanned Shipment Request with product information?

Submit an Unplanned Shipment Request when standard transportation will not meet the customer's needs, such as when a load needs to be expedited.

Prerequisites

The customer account must have the product information feature enabled before products can be attached to an Unplanned Shipment Request.

Process

To Submit an Unplanned Shipment Request with Product Information:

  1. Access the Tracking page. See Tracking Overview for details.
  2. Click Add Unplanned Shipment Request.

The Shipment Request window opens.

Shipment Information

  1. Search for and select the Master Vendor for the shipment.
  2. Search for and select the Pickup Location for the shipment.
  3. Search for and select the Destination for the shipment.
  4. Search for and select the Ship To Care Of for the shipment.
  5. Search for and select the Bill To for the shipment. This fills automatically if a Bill To is associated with the selected Pickup Location and Destination.
  6. Select the Pickup date and time from the date and time pickers. The Pickup date and time cannot be entered until a Pickup Location and Destination have been selected.
  7. Select the Delivery date and time from the date and time pickers. This fills automatically based on the standard transit time from the Pickup date and time. The Delivery date and time cannot be entered until a Pickup Location and Destination have been selected.
  8. Select the Equipment Type required to transport the shipment.
  9. Select if the shipment will be a Live Unload at the Destination. If not selected, the shipment will be considered a drop trailer at the final destination.
  10. Enter any Comments, if needed.
  11. Select a Reference Type to add to the request, if needed. Multiple reference types may be added. At least an AETC / PTA reference must be included on the request if the product information feature is enabled.
  12. Click Attach Image to upload a picture.
  13. Enter the Reference Value for the selected Reference Type(s).
  14. Click Add to add references to the request.
  15. Click the Parts dropdown arrow.

Parts Information

If the product is returnable, the PO and Schedule numbers are not required.

  1. Click Add Part.
  2. Search for and select the Part ID to add to the request. The Secondary Pack Code, Primary Pack Code, and Planner fill automatically from the information attached to the selected part.
  3. Enter the Qty Expected of the selected part.
  4. Enter the PO number. If purchase orders are already attached to the selected part, they can be selected.
  5. Enter the Schedule Number. If schedules are already attached to the selected part, they can be selected.
  6. Select the Reason Code for the request.
  7. Enter the Responsible Party for the request.
  8. Repeat steps 1 - 7 in this section to add additional parts to the request.
  9. Click Submit Request to send the request for processing or Cancel Changes to discard it.

Result

The request is submitted to ProTrans for processing, and a new release is created with an expedite status.