Search for Planned Loads

Overview

Users can find planned 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 Several criteria are available when searching for planned loads. For more information about the available criteria,

If You Search For Optimiz Returns
Alternate Pickup Carrier All loads associated with the Alternate Pickup Carrier entered.
Bill To Loads associated with the specified Bill To entity.
Carrier Team Loads matching the geographical carrier team responsible for moving the freight.
Customer belonging to the specified customer.
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.
Planning Type All loads that have been assigned the specified Planning Type.
PO Number A purchase order number (PO number) authorizes a purchase transaction.
Primary Carrier The primary carrier assigned to the logistics plan.
Pro Number All loads associated with the specified Pro Number.
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.
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.

Reference

Users can search by Reference Types in Planning 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 Planning Management. A mode is associated with a load during its creation. Available modes are configured in Transportation Mode settings.

Exceptions

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

Exception Flags

Exception Description
Shipment Request Occurs when a load has a pending customer-submitted Change or Cancel request. See Request Exception.

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 matching a given set of criteria.

Prerequisites

Before you can search for , 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 Reference Criterion:

  1. Click the 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 an Exception Filter:

  1. Click the Exceptions dropdown list.
  2. Select one or more exception types 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.