Search for Active Loads

Overview

Users can find active loads 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 criteria are available when searching for active loads

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 Development Manager	Loads matching the Carrier Development Manager responsible for relations with the assigned carrier.
Carrier Team	Loads matching the geographical carrier team responsible for moving the freight.
Customer	Loads belonging to the specified customer.
Destination Country	The country in which the destination associated with the load is located.
Destination State	The state in which the destination associated with the load is located.
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. Select the Current Date checkbox to show all loads ending today without specifying a begin and end date.
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.
Next Action Date	All loads for which the next expected action is scheduled to happen on this date.
Origin Country	The country in which the origin associated with the load is located.
Origin State	The state in which the origin associated with the load is located.
Origin	The origin associated with the load.
Planning Type	All loads that have been assigned the specified Planning Type.
Primary Carrier	Loads matching the carrier responsible for moving the freight.
Responsible Party	All loads associated with the specified Responsible Party.
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 load associated with the specified SAF number.
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.
Trailer Barcode	The load with the selected trailer barcode.

Reference Types

Users can search by Reference Types in Load Management. 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 Load Management. 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 Load Management. For more information about the available statuses, view the full topic.

Status	Description
Booked	The load was tendered to the carrier, and the carrier has accepted it.
Delivered	The load has had all of its required check calls submitted, but required paperwork (such as POD confirmation) is missing.
In Transit	The load 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.
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 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.

GPS Tracking

Users can search by whether or not a load has GPS Tracking information.

Exceptions

Some load exceptions signify when an expected action did not occur before its deadline. Other load exceptions indicate the load has a property out of the ordinary.

Time-Sensitive Exceptions

Exception	Description
Tender Exception	The load was tendered, but the carrier did not accept it. See Tender Exception.
Missed Arrival	A Stop Arrival Check Call was not received by the expected time. See Missed Check Call
Missed Departure	A Stop Departure Check Call was not received by the expected time. See Missed Check Call
Missed In-Transit	An In Transit Check Call was not received by the expected time. See Missed Check Call.

Exception Flags

Exception	Description
ETA Exception	Occurs when the time between pickup and delivery is illegal according to ProTrans and DOT Interpreted regulations. See ETA Exception.
Hot	Occurs when a user flags a load as Hot. This exception serves as a visual indicator only and does not impact how Optimiz processes the load. See Hot Load.
In-Transit Expedite	Occurs when a user flags a load as requiring expedition service while In Transit. This exception serves as a visual indicator only and does not impact how Optimiz processes the load. See Expedite a Load.
Missing Cost Rate	Occurs when the cost rate is required but not added.
Missing Trailer Number	Occurs when a Trailer Number has not been added to a load.
POD Exception	Occurs when all of the required check calls are entered but the load is missing POD paperwork. ProTrans does not pay carriers until POD paperwork has been submitted if the customer requires it.
Service Recovery	Occurs when a user flags a load as requiring service recovery. This exception serves as a visual indicator only and does not impact how Optimiz processes the load. See Service Recovery.
Shipment Request	Occurs when a load has a pending customer-submitted Change or Cancel request. See Request Exception.
Tender Exception	Occurs when Optimiz tenders the load, but the carrier does not respond by the deadline. See Tender Exception.

Next Action

Optimiz continuously calculates when events are expected to occur and applies these to loads. For example, once a load's tender is accepted, Optimiz calculates when the carrier should arrive at the origin. If the carrier does not update Optimiz with the expected information, Optimiz will apply the Missed Arrival exception to the load.

ProTrans employees can gather information and update Optimiz before an exception occurs. This increases the confidence customers have by ensuring they have access to the most up-to-date information.

Next Expected Action	Description
In Transit Minutes	Optimiz is waiting for the carrier to submit an In-Transit check call.
Stop Arrival	Optimiz is waiting for the carrier to submit a Stop Arrival check call.
Stop Departure	Optimiz is waiting for the carrier to submit a Stop Departure check call.
Tender	Optimiz is waiting for the time to automatically tender the load to the carrier. Or, if the load is already tendered, Optimiz is waiting for the tender to be accepted.

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 active loads matching a given set of criteria.

Prerequisites

Before you can search for active 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:

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

To Add a Reference Type Criterion:

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

To Add a Mode Filter:

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

To Add a Status Filter:

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

To Add a GPS Tracking Filter:

Click the GPS Tracking dropdown list.
Check Yes or No to use as a filter.

To Add an Exception Filter:

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

To Add a Next Action Filter:

Click the Next Action dropdown list.
Select one or more next actions 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:

Click Search.

Result

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