Transport Order Management Brings Better Efficiency and Cost Control

May 6, 2014 12:00:00 AM


You will find lots of enhancements in the newest release of To-Increase Transport Order Management for Microsoft Dynamics NAV to make your processes more efficient and economical. You now have greater flexibility in creating transport orders, and we also simplified the process. Integration with online maps from Microsoft Dynamics NAV helps you create and understand shipping routes. The bidirectional integration of transport order functionality with the TransSmart logistics portal ensures that actions and updates reflect on the portal as well as in Transport Order Management. You also can take advantage of enhanced capabilities in calculating and selecting the best available shipping tariffs.

Enhanced Transport Order Management

Transport Order Management is now a separate entity from Wholesale Distribution. We optimized the functionality to make it easier to understand and use. The result is a stable version of Transport Order Management that runs on Microsoft Dynamics NAV 2013 R2. You can use Transport Order Management on its own or, as many customers do, in integration with To-Increase Industrial Equipment Manufacturing.

Transport Order Management is key in achieving the optimal combination of cost and service. You can now combine various source documents, such as sales orders or purchase orders, transport orders. The transport orders clearly specify the packing information so that receivers can quickly retrieve products that are in several packages. You can also select a shipping agent that provides the optimal transport rates for the requested delivery service.

In a transport order, the sales shipment and purchase receipt lines are linked as details to a Transport Order Line with the packaging information. Once you have completed a transport order, you can then view a list of carrier options with rates. When you select a carrier, the transport order is automatically updated with details of the carrier. The shipping labels as well as the tracking and tracing links are also made available.

Creating Transport Orders

In earlier versions, you could create only one complete transport order per source document line. In addition, you could create transport orders in the warehouse process after the picking of goods. The process was not always sufficient. The screen shot below shows what you see when you create transport orders from a variety of possible source documents.

IEM Transport Order Management 1

Now, you can create transport orders from source documents and from the warehouse shipment before the picking of goods. The transport orders are created based on a match of address and shipping agent fields. When you create a transport order, the address information and the shipping agent information are copied to the transport order. The transport order detail lines with the relevant item information are automatically updated when the source document lines are received or shipped. The transport order detail lines are created based on posted receipt or shipment lines. You can now easily navigate between the permanent source documents and the (posted) Transport Orders. The new release also supports the creation of outbound transport orders from service lines.

Simplified Transport Orders

All relevant information is visible in transport orders, especially the address fields. The Vendor and Customer Fast Tabs have been replaced by the Pickup and the Delivery Fast Tabs. The address values depend on the source document from which the transport order is created. For example, in a sales order, the Pickup fast tab is filled with the location values and the Delivery fast tab with the customer address. Every transport order has a pickup and a delivery address.

IEM Transport Order Management 2

Streamlined Navigation

We simplified the navigation to show related entries. You can easily navigate from the open or posted source documents to the open or posted transport orders and vice versa.

IEM Transport Order Management 3

Online Map Integration

You can now quickly generate maps and directions based on transport orders. View the pickup and delivery address, or the directions from the pickup address to the delivery address. The online map integrates the addresses with Bing maps to show the routes.

IEM Transport Order Management 4

TransSmart Improvements

The transport order now allows actions that work with the TransSmart logistics portal. Any changes made through the portal are automatically reflected in the transport order and vice versa. Please check with To-Increase if TransSmart is already available in your market.

Connection Optimization

The existing TransSmart connections are now optimized. The field mapping is more consistent and the correct date and time fields are added in the transport order for syncing with TransSmart.

Status Mapping

Earlier, to see the status of a transaction using the TransSmart Connector, you had to use the TransSmart portal. With this release, you can view the actual status of the web portal reflected on the transport order. The status automatically changes after every TransSmart action.

IEM Transport Order Management 5

Tariff Options

With the new release, you can receive a list of tariff options before you book a transport order. The request for tariff options is based on the pickup and delivery address as well the total gross weight of the goods to transport. When you receive these tariff options, you can select the best shipping agent with the best calculated price and implement the selected option to the transport order. This ensures that you have the best shipping agent when you book the transport order on the TransSmart portal. The screen image below shows tariff options to calculate and implement the best tariff.

IEM Transport Order Management 6

Label Printing

You can now print labels per transport order line. You can also print labels from the transport order header for all available transport order lines.

Automated Processing

All TransSmart actions are available on a transport order. The actions are also incorporated in the Transport Order Workflow to make it easier and more automated. The screen detail below highlights TransSmart actions available on a transport order.

IEM Transport Order Management 7

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About Author
Luciano Cunha

Luciano Cunha

Chief Executive Officer (CEO) For Luciano, being responsible for To-Increase’s global sales and marketing means unleashing the company’s insight, innovation, and creativity to tell our story and help customers achieve their goals. On the road much of the time, he travels the world to meet with customers, understand their challenges and ambitions, and find the most effective ways to help them advance. Luciano develops and mentors our marketing and sales team, and creates strategies to help the To-Increase worldwide partner channel thrive and grow.
Making Customer Needs the Main Business Driver Luciano and his team have daily conversations with the To-Increase research and development organization to bring customers’ requirements and concerns into the road maps and design of our solutions. Luciano brings his insight to the marketing group to make sure the company’s communications resonate with customers and speak directly to their experience.
“I’m awed by customers’ innovative spirit in taking business management technology past its limits and by their generosity in letting us participate and empower them. I hope to transform our organization to become even more customer-centric than we are today. That means making more resources available to spend productive time with both our customers and partners, so we can ensure that we place into customer businesses effective solutions that fit the evolutionary stage of their operation and the way their people and processes work.”
Empowering a Global Channel
Because To-Increase only sells through partners, readying the channel to be successful in helping customers is a business-critical effort. Luciano aims to meet partners where their interests are. Partners who consider the relationship with To-Increase strategic can rely on our industry specialists to work with them as they plan their growth and serve customers. If partners prefer a less collaborative relationship, they still receive the rich To-Increase expertise and resources to ensure they win the business, perform a successful deployment, and retain a satisfied customer. In working with partners and their customers, Luciano brings to bear his experience of many years of creating successful, customer-focused business development and marketing strategies in many of the world’s countries and regions.
Enabling Customer Success in Challenging Business Environments
Looking into the near future, Luciano expects that customers will continue to expect To-Increase to help them make business sense of unfolding trends and technologies. For example, the internet of things (IoT) will thoroughly revolutionize manufacturing, engineering, and supply chains. Big data will be meaningful and valuable when decision-makers can use technology solutions to transform it into actionable business intelligence that supports key roles and business processes. Mobility will help companies become digital enterprises and move business processes forward from any location, at any time. Team To-Increase harnesses innovation to help customers translate the promise of these technologies into business results.
Before his current role, Luciano for several years was one of To-Increase’s global industry directors, responsible for our industry solutions. His experience also spans more than 17 years in IT and manufacturing management roles. These positions took him into various areas at IBM Brazil, serving as product manager for several software development companies, and included working in senior management at a manufacturing organization in the U.S.
Luciano is married with two young children. Away from work, he enjoys participating in a soccer class together with his son and daughter as well as taking relaxing walks in natural environments with his family.

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