Logix TMS Transportation Management System

Objective

Guide and enable each participant to understand and use the Transportation Management System – LOGIX in the Sipper, Carrier and Logistics Operator versions.

Target Audience

Logistics professionals.
Professionals who need knowledge about using the LOGIX TMS module;
Deployment consultants who need a broader insight into the LOGIX TMS module;
Professionals from other areas who wish to be enabled to use this module.

Pre-requirements

Notions of billing;
Basic configuration and parameterization of the VDP process, Financial, Supplies, for usage of the TMS module.

Topics addressed

TMS History

Issuer
- Issuer
- Client
- Clients' Delivery Address
- Issuer x Cost Center
- Issuer x Item Invoices (breakage/loss)
- General records (issuer types, client group, issuer product, ZIP code maintenance)
- Issuer Practice

Freight Negotiation
- City x Region
- Carriers x Region
- Freight table variable records
- General Records (container types, delivery complexity, currency conversion, cargo type, table type, freight charge)
- Freight table
- Calculation table
- Delivery deadlines
- Reports (freight by client)
- Freight Negotiation Practice

Tax
- ICMS [Value Added Tax on Sales and Services]
- Tax exceptions
- State x Tax substitutions
- ISS [Service Tax] rate per city
- General records (ICMS [Value Added Tax on Sales and Services], Country Region, Nature of special operation, Fiscal parameters
- Reports (Accumulated credit statement, ICMS [Value Added Tax on Sales and Services] assessment, GIA Base
- Fiscal Practice

Cargo Documentation – I
- Collection, scheduled collection, collection order printing, collection relationship x invoice, collection panel
- Invoice, pre-knowledge, tag printing
- General registers (Item invoice, city x company/Redesp, Safety %, routes per ZIP code, risk class, risk class combination, canceling reason, service type, CT-e [Electronic Waybill] parameters)
- Practice
- Waybill (), waybill printing, sending electronic CTRC [Road Freight Waybill], Addendum
- Practice
- OM & Invoice, freight calculation, shipper waybill, CTRC [Road Freight Waybill] EMB replication x OMC0103
- Practice

Cargo Documentation – II
- Tally/Manifest
- Tally/Manifest Printing
- Document changes
- Driver/vehicle updates
- Cargo schedule
- Schedule statement
- Reports (collection order, invoices, waybills, destination manifest, pending materials, shipped cargo statements, CTRC [Road Freight Waybill] value differences, shipper freight differences, insurance registration, cargo insurance, CT-e [Electronic Waybill] statistics sent to SEFAZ [Revenue Secretariat])
- Tally Practice/Manifest/Cargo Schedule

Travel Control
- Travel maintenance, risk manager, travel query, vehicle dedicated cost calculation
- Vehicle reservation, vehicle departure/arrival
- Document write off (collection order, CTRC [Road Freight Waybill], CTRC [Road Freight Waybill] write off cancellation, change in delivery/collection deadline, tally/manifest, travel, write off point)
- Router (route point, route creation, vehicle leveraging, import distance, route cleaning process)
- Report (travels)
- Travel Control Practice

Customer Service
- SAC [Customer Service] query
- TMS document query
- Event generation
- Collection/delivery event
- Receipt
- TMS general query
- Reports (events by client)
- General records (event reason, standard EDI event, incident reason)
- Customer Service Practice

Process Control
- Document approval
- Risk manager clearance
- Issuer blocking
- Program audit
- General records (approvers)
- Process Control Practice

Aggregate Third Parties
- Third party freight table
- Third-party contract
- Aggregate third party pre-calculation
- Contract printing
- Query (EA/PA)
- Receipt printing
- Reports (third party statements, contracts per period, pre-contracts, contract x manifest)
- General records (vehicle types, freight table variables, travelers, CTRC [Road Freight Waybill] breakage/loss)
- Aggregated Third Parties Practice

Carrier Integration
- Import Invoice VDP
- Waybill billing
- Service invoice generation - ISS [Service Tax] CTRC [Road Freight Waybill] (VDP)
- Export TMS information (ERP)
- Export TMS information (PROTHEUS)
- Generation of canceled CTRC [Road Freight Waybill] ledger
- CTRC [Road Freight Waybill] VDP query/generate automatic duplicate/generate manual duplicate
- BI Extractor

Shipper Integration
- Import OM VDP
- Export CTRC [Road Freight Waybill] SUP
- Cascaded OM canceling
- Pre-billing
- BI Extractor

Partner Commissioning
- Third party commissioning configuration
- Third party commissioning processing
- Reports (detailed commissioning)

Tracer
- Macro – Autotrac
- Macro visualization
- Macro sending
- Vehicle positioning
- Macro processing (background)

General Records (Form Control, Justifications, Service Level, Service Type)

TMS Parameters
- OMC parameters
- LOGIX general parameters

General fleet records
- Vehicle type
- Vehicle category
- Brand/Model
- Vehicle status
- Documents

Vehicle Movement
- Vehicle reservation
- Vehicle departure/arrival
- Vehicle/Tires/Documents
- Driver/Documents
- Fueling/Pump control/CTF [Total Fleet Control] Import
- Infraction
- Expenses x Travel/Various expenses
- Dedicated cost per vehicle type
- Reports (vehicle departure/arrival, vehicle revenue x expenses, traffic infractions, document control, fueling, tires, pollutant control, vehicle 2 revenue x expense)
- Records (fuel types, item inspection, infraction, fueling pumps, revenue apportionment, coordinators (joint vehicle), toll administrator)
- Vehicle Movement Practice

Maintenance
- General records (maintenance service groups/maintenance services)
- Vehicles x Services
- Service order
- Service order printing
- General reports (services/services x vehicles)
- Service order practice

FLEET parameters
- Fleet parameters
- LOGIX general parameters

General EDI registers
- VAN
- VAN parameters
- Layouts
- EDI clients
- General EDI registers

EDI Entrance
- Records (record type and entrance rules)
- Carrier (entrance references)
- Carrier (import invoices)
- Carrier (EDI visualization)
- Shipper (entrance references)
- Shipper (import CTRC [Road Freight Waybill] carrier "CONEMB/OCORREN/DOCCOB")
- EDI Entrance Practice

EDI Exit
- Records (exit type record, exit references and variables)
- Carrier (export waybills "CONEMB/OCORREN/DOCCOB")
- Carrier (export insurance registration)
- Shipper (export invoices "NOTFIS")
- Shipper (export pre-billing)
- EDI Exit Practice

Exercises/General Questions
- Type a Collection Order and print it
- Register a vehicle and own driver
- Register tires and relate to vehicle
- Manifest this CO /Generate travel/do travel departure-arrival/write off documents
- Consult vehicle's new odometers and tires
- Create a Freight Table with the following variables: >> FR.WEIGHT, FR.VALUE, TX.WAYBILL, TX.COLLECTION, TX.TOLL. <<
- Relate more than an Invoice to the CO and generate the pre-waybill using the Freight Table created above
- Register a vehicle informing an independent supplier as owner
- Register tires and relate to vehicle
- Manifest this CTRC [Road Freight Waybill]/Generate travel (driver above) calculating freight for third party
- Execute queries via SAC [Customer Service] on these documents and generate events
- Do travel departure-arrival/write off documents
- Consult vehicle's new odometers and tires
- Parameterize advance payment expense types and payment for independent professional
- Generate third party contract for this second travel using the expense types above
- Register Fueling for vehicles used in travel
- Register Infraction for vehicles used in travel
- Register Service Order for vehicles used in travel
- Input expenses for the vehicle used in these travels (fueling, infraction, SO)
- Relate these expenses to travels generating a 50% apportionment
- Issue revenue x expense report and generate BI extractor