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CATERPILLAR CONFIDENTIAL GREEN
Caterpillar: Confidential Green
New Shipment Level Booking Process Training (FOM)March 2020
Ground Transportation Operations Center of Americas
CATERPILLAR CONFIDENTIAL GREEN
Caterpillar: Confidential Green
Your Safety Is Our Primary Concern
2
Watch for power cords on the floor, slip trip hazards
•• EMERGENCYEMERGENCY In case of emergency call 911
Does anyone know First Aid or CPR?
Designated 911 cler?
•• FIREFIRE In the event of a fire all exit the building and meet in the parking lot.
•• TAKE COVERTAKE COVER In the event of bad weather take cover in a secure location with no windows, such as interioroffices or bathrooms.
•• ROOM HAZARDSROOM HAZARDSand protruding objects.
National Weather Service directed sirens & Weather alerts?
Does anyone know Fire Extinguisher locations?
Safely home. Everyone. Every day.
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Legacy FOM vs New Shipment Capture Method
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• Bookings occurred at schedule ID level making entry in FOM and
processing time very consuming and challenging for both Supplier &
CAT Internal Facilities
• Shipment creation time ranged from mins to a hour due to multiple
variables (# of Schedules, Collaborations…etc.)
• Process requires part number level load information, packaging and
schedules at a line level with preferably 2 days notice in advance of
shipping
• Supplier / Shipper training material currently ~70 slides
• New process is more flexible, entry time significantly reduced and
overall requirements are fewer
• New shipment creation time takes about 2 min
• Emphasis is placed on shipment consolidation, optimization and freight
cost improvement
• Include Load number on BOL
• 2 days advance booking at part number/ schedule level not required.
Only need high level information two days in advance of ~ shipment
weight & space/cube need
• New Supplier / Shipper training material ~30 slides
Moving from rigid and complex to agile, simple, & faster solution
Legacy FOM New Shipment Capture Method
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GTOC-A Contact Information
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• Active participation is encouraged and welcomed
• A parking lot will be used for discussions needing to be addressed outside of training
• https://cat.secure.force.com/GTOCOperationsSupplier/ (Operational Concerns)
• [email protected] (Training Concerns or Questions)
• For any questions, please contact the GTOC-A at:
1-877- LOADCAT Option 2
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Supplier Expectations
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• Suppliers will use the shipping portal to build shipment requests two business days in advance of the required ship date prior to 12:00PM CST for Production & Aftermarket for Inbound US & MEX
― Shipments: Contact the GTOC-A for changes to a shipment after a shipment has been tendered
• Suppliers should use this process to book all shipments
• Continue to send your ASNs the same day you ship, but AFTER the carrier departs with the material
• Manifest will be sent from GTOC-A via email or printed from FOM, will be sent with driver and freight
• Please hand manifest to driver
• Supplier will need to create BOL for freight (GTOC-A Manifest is not a BOL)
• Include the Load number from the GTOC-A Manifest on the BOL
• For questions, please call:If you have any questions, please call
1-877-LOADCAT Option 2
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Searching for Shipment Orders: Step 1
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Search Field Options
1. Enter your search criteria
• PO # (Supplier Code
followed by a %)
2. Click on the GO key to return
the results
FOM Sensitivities:
− FOM is case sensitive, use
CAPs in all fields
− Always round up to the next
whole number when entering
numeric values
− Do not enter zero into any of
the FOM fields
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Shipment Order Status: Step 2 Production Specific Example
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Search Results section
These are the PO Statuses suppliers will
use in FOM
• Open – New PO with no
shipments created against it
• In Progress – A shipping order
has been created against it, but not
shipped in full
1. Make sure to match PO and
destination prior to building the truck
2. *When you find the shipment order
(ALT) to book load (shipment) click on
the Blue Truck on the line of the
“ALT_UPDATED” shipping order to
begin building your shipment
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Shipment Order Status: Step 2 Aftermarket Specific Example (part 1)
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Search Results section
These are the PO Statuses suppliers will
use in FOM
• Open – New PO with no
shipments created against it
• In Progress – A shipping order
has been created against it, but not
shipped in full
• Committed – Shipping Order
have been created for the entire
scheduled quantity
1. Make sure to match PO and ship
week prior to building the truck
2. *When you find the “ALT_UPDATED”
(ALT) shipping order to book load
(shipment) click on the Blue Truck on
the line of the “ALT_UPDATED” to
begin building your shipment
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Shipment Order Status: Step 2 Aftermarket Specific Example (part 2)
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This is the same process as the MFG example, but the shipments that are being built against will correlate with the week the shipment will be
picked up from the supplier location. The last 6 numbers is the ship day date in the YY/MM/DD format. TrucklloadShipments for that week must
be booked at least two days before 12:00 NOON CTS prior to the date on the PO. LTL shipments can be booked the day prior or early morning
of the shipment date. If you are booking a shipment for the following date then you would use the next PO in the date sequence.
For example:
1. If you are building a shipment for a pickup of 08/27/2019 you select the PO F2895P0_47_ALT_20190830 (this will need to be booked prior to
12:00 PM CST on 08/25/2019).
2. If you are building a shipment for 09/03/2019 then you select the PO F2895P0_47_ALT_20190906 (this will need to be booked prior to 12:00
PM CST on 08/30/2019).
For Aftermarket Parts:
The date on the end of the ALT exists because it should align with your required ship date. If supplier is on FLEX, the date on the SO will
default to Fridays. We do this to encourage the supplier to ship on a specific day to increase consolidation opportunities.
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Shipment Order Status: Building a Shipment: Step 3
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1. Latest Available date will default to the two days out from when you are building shipment
• SDOW PO’s will default to the day of the week the supplier is scheduled to ship
• This is updatable – can be changed to day shipment is requested to be picked up
2. Latest Available Date override: click if ship date is changed to after auto filled date (for MFG only)
3. Unit Load: # of pallets (handling units) on trailer
4. Total Approximate Weight: enter total weight of load (shipment)
5. Total Approximate Volume: enter total volume of load (floor spaces) *Volume Calculator on next slide
6. Select Equipment Type
• Select if Hazmat is on load (shipment) and/or a Permit and/or Tarp is required
7. Change Planned Qty in shipment line to “1”
8. Change Status to “Confirmed”
9. Click on Done when load (shipment) is complete
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All footprints occupied whether in part or in full, need to be accounted for when reporting volume
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All footprints occupied whether in part or in full, need to be accounted for when reporting volume
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Changing an Origin for a Shipment Order:
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After selecting the Blue Truck and building a shipment there is an option to change the ship from location (*Origin) as the one that appears is a
default to the one that is most shipped from for your supplier code. (Changes are made here in the Shipment Line Items screen.)
1. Click the *Origin box and clear out the supplier code and location within the box and then click on the magnifying glass to search
2. This window will then appear. Select the location you wish to ship from my clicking on the circle window for the correct one
3. Clicking the Done button will complete the new ship from location
4. Which will then appear in the *Origin window
5. IF YOU KNOW THE ORIGIN LOCATION YOU CAN TYPE IT IN THE *ORIGIN LOCATION WINDOW i.e. (E1282K0-2, E1282K0-3, etc.)
1
2
3
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Changing a Destination (Dock) for a Shipment Order:
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Like the option to change the Origin, you can also change the Dock Destination as the one that appears is a default to the one that is most shipped from for your supplier code.
(Changes are made here in the Shipment Line Items screen.)
1. Click the *Destination box and clear out the supplier code and location within the box and then click on the magnifying glass to search
2. This window will then appear. Select the dock you wish to ship to my clicking on the circle window for the correct one
3. Clicking the Done button will complete the new ship from location
4. Which will then appear in the *Destination window
5. IF YOU KNOW THE DESTINATION LOCATION YOU CAN TYPE IT IN THE *DESTINATION LOCATION WINDOW i.e. (1170-LL58, 1170-SS11, etc.)
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Search Options by SO Status
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Here is a new
feature to FOM
to search using a
Filter Name
which is
searching by SO
Status.
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Search Options by SO Status
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Here are the steps to search by
SO Status (Open And In
Progress):
1. Click the down arrow in the
Filter Name window
2. Click on Open and In
Progress
3. Click Go
4. Only the SO’s that are Open
and In Progress will appear in
the lower part of the screen
(all Committed or closed out
SO’s will no longer be
showing)
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Search by Destination Facility or Supplier SO’s
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Here are the steps to search by Destination Facility or
just SO’s:
Destination Facility
1. Type in the destination facility code and %
2. Then click Go
1. This will pull up only the SO(s) for the facility
typed in the Destination window
SO(s) only
1. Type in SO in the Item window
2. Click Go
1. This will pull up only the SO’s and no other
PO’s or parts under the supplier code
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Request Entry of Load Number into ASN Submissions
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Allows CAT Facilities to Have Greater Network Visibility & Help with SSP Adjustments Process Instructions
1) Use the Shipment Manifest to
get Load #
2) Enter the Load # and in ASN
that is submitted to EDI & Web
PortalNOTE: This is in addition to the Carrier
Pro Number being Submitted in the
ASN today, that process is still needed
as well
If ASNs are sent via EDI, use the REF*TN Section to enter Load # from Manifest.
If ASNs are sent via Athena (web portal), use the Shipment Authorization Number Field at the Shipment Level to enter Load # from the Manifest
Load #
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Please Note: Manifests will
be available after a carrier
has accepted a load. It will
be emailed to the contacts
we have on file for each
supplier code.
Manifest Availability:
1. Truck Load: 2 days prior
to load departure
2. Less than Truck load: 1
day prior to truck departure
3. Parcel: 1 day or day off
(depending on booking time)
of parcel shipment
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REMINDER:GTOC-A Contact Information
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• https://cat.secure.force.com/GTOCOperationsSupplier/ (Operational Concerns)
• [email protected] (Training Concerns or Questions)
• For any questions, please contact the GTOC-A at:
1-877- LOADCAT Option 2
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Communication – Posted on Cat Connect
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Aftermarket Parts Shipping Process Change - UPDATED October 2017
Caterpillar’s Aftermarket Parts and Transportation departments are currently working together to determine effective methods to reduce costs. You now must ship once per week when shipping:
· Less than 15,000 poundsand/or· Less than half of a truckload (14 Linear Feet)
Caterpillar will continue to align schedules to a single day of the week, if feasible. As part of these efforts, we expect you to utilize the Ground Transportation Operations Center (GTOC) and transition from the legacy Freight Order Management (FOM) system to the New Shipment Level Booking process.
WHAT YOU NEED TO DO TO COMPLY:Send an e-mail to [email protected] Please type “Shipment Level Booking training” in the subject line. In the body of the email please list your name, company name, phone number where you can be reached, supplier code(s) and Caterpillar Corporate Web Security (CWS) ID. You should receive a call from the GTOC team within 48 hours to schedule a brief training.