Date Codes, Freight Terms and Color Codes explanations on Shipping Request screen

There is some confusion with CSR's and Shipping Associates plant to plant and company wide that using the date codes also dictates the freight terms when in reality, it doesn't the way Genesis was originally set up to use it. The Date Codes should just be used to set the in plant date and time a customer has requested, it doesn't dictate how the freight is paid or managed. The freight terms are what determines how a Precision Strip Traffic manages the freight. 

The issue is that shipping associates have no access to see the freight terms on the current shipping request screen and can only see on the Load Schedule details tab in the packing slip in the lower left Ppd/Col field choice drop down menu. They can also see it in the List View of the Load Schedule under the P/C field column. This column displays the number of the freight term selected for that particular load. If the user doesn't know what number is is applied to a specific freight term, it will not benefit the user.

The true resolution would be to use the Date Codes and Freight Terms as intended company wide. In addition, on the shipping request in the request details tab, display the actual freight terms for each shipping request and add the P/C field column from the Load Schedule List View to the Shipping Request List View screen. In addition, enhance this column to display the code number and the actual freight term next to it similar to how the ISS screen displays the code and name of the Inv Code, Hold reason and Packed required Field columns.

Ppd/Col choice field on the Load Schedule: Indicates how the freight will be paid determined in the partner id settings.

- 0: “N/A”: no freight charges created.

- 1: currently no code assigned to this number.

- 2: “Collect”: Freight charges are set to be paid by ship to. Alternate Bill to Address will need to be set up by accounting.

- 3: “PPD By”: Freight terms are paid by the owner of the material.

- 4: “Customer Pick Up”: Customer is sending truck in for the load. When selected, freight charges are deleted. The CSR would apply the load number and give it to their customer contact to arrange shipment. It signals to the shipping office that they do not need to arrange shipment, follow the customer's routing guide or dispatch to Transport Headquarters for brokerage or prepaid routing guide lanes.

- 5. “Freight Paid By PSI”: Means brokered load. Precision Strip Transport Headquarters have found a Precision Strip approved carrier and are having the carrier run this load through Precision Strip authority to be paid by Precision Strip.

- 6 through 18. “Customer Specific Terms for Alcoa”

Maroon: Shipping Request with a date code of PU or freight terms of customer pick up, it is past 24 hours late.

Red: Shipping Request that has a date code of IP, FL or DAY and there is any inventory against the request, will display in red if not shipped by the calculated ship date and time.

Yellow: means priority or a change has been made.

Date Codes are internal codes used to calculate ship date and time when a customer does not specify a ship date and time. Also used to communicate shipping windows to the shipping coordinator allowing some flexibility within the shipping schedule.

IP - In Plant: the day and time the customer wants the material to deliver at or by. If using the IP date code, the ship date and time will calculate.

FL - Flex Ship: usually a date entered in for Monday delivery advising the shipping department that the request can deliver the week of that Monday date. It signals to the shipping office that they can use the shipping request to fill out trucks or ship throughout the week. Some plants use this and set it that it can deliver anytime on or before the date and time entered. If using the FL date code, the ship date and time will calculate.

DAY - Anytime this Day: the shipment can deliver anytime of the in plant date entered during the customer's receiving hours or available inbound appointments. If using the DAY date code, the ship date and time will calculate.

PU - Customer Pick UP:PU - Customer Pick UP: this code should only be used when the customer is arranging their own transportation, does not get our Traffic department involved and does not really indicate an actual in plant date or time on the PO or indicates a date that is not a required in plant date or time. This is also used a lot on secondary shipments where the CSR would keep the same shipping requests in to repeatedly ship off of that requests for a long period of time. If using the PU date code, the ship date and time will not calculate due to not wanting the load to show up on the late shipment report. In speaking with CSR's, if a load that is deemed customer pick up needs an in plant date or time, they will enter a date code of IP so that a ship date and time are calculated to let the production scheduler know when this material has to be processed and ready to ship by.