Search for Shipments

Overview

Users can find planned shipments 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 planned shipments

If You Search For Optimiz Returns
Customer Shipments belonging to the specified customer.
Destination The destination associated with the shipment.
Load End Date All shipments 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 shipments with a start date that is between the range of dates you specified.
Origin The origin associated with the shipment.
Primary Carrier The primary carrier assigned to the logistics plan.
Responsible Party Location All shipments associated with the specified Responsible Party Location.
Route Identifier All shipments associated with the specified Route Identifier.
Shipment ID The shipment matching the unique, system-generated ID.

Modes

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

Status

Users can search by status in the Supplier Portal.

Status Description
Booked The load was tendered to the carrier, and the carrier has accepted it.
Carrier Review The load has not yet been assigned to a carrier.
Closed The shipment has had all of its required check calls and paperwork submitted.
In Transit The 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 The request has been submitted and is awaiting review.
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.

Exception Flags

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 matching a given set of criteria.

Prerequisites

Before you can search for shipments, 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 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.

 

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.