Dock Scheduling Guide

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Kewill Transport

Dock Scheduling Guide

Documentation Date: 8 December 2014

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Documentation Date: 8 December 2014

This edition applies to version 6.9.6 of Kewill Transport (formerly the Sterling Transportation Management System) and to all subsequent releases and modifications until otherwise indicated in new editions.

This document is the property of Kewill and the information contained herein is confidential. This document, either in whole or in part, must not be reproduced or disclosed to others or used for purposes other than that for which it has been supplied without Kewill’s prior written permission, or, if any part hereof is furnished by virtue of a contract with a third party, as expressly authorized under that contract.

Copyrights

This edition applies to the current version of the Kewill product and to all subsequent releases and modifications until otherwise indicated.

Kewill reserves the right to make improvements and/or changes in the product(s) and/or programs(s) described in these publications at any time. No part of this document may be reproduced or transmitted in any form or by means without the prior written permission of Kewill Limited or one its subsidiaries. If there are any problems encountered in the documentation, please report them to Kewill in writing. Kewill does not warrant that this

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Chapter 1. Dock Scheduling Overview. . 1

Dock Scheduling Prerequisites . . . 1

Dock Scheduling Features . . . 1

Kewill Transport Calendar Features. . . 3

Icons Used in This Guide . . . 4

Chapter 2. Configuring Dock Scheduling 7

Process for Defining Locations With Docks . . . . 8

Add Location Page . . . 10

Add Location - Work Week Calendar . . . 10

Defining Appointments and Calendar Rules . . . 12

Add Location - Appointments and Calendar Rules . . . 12

Add Calendar Rule Page . . . 17

Add Location - Docks Page . . . 21

Adding a Dock Profile. . . 22

Adding Multiple Docks . . . 22

Editing a Dock Profile . . . 22

Copying a Dock Profile . . . 23

Dock Profile Settings . . . 23

Defining Dock Usage Rules . . . 25

Location Docks - Dock Usage Rules Page . . . 26

Location Docks - Add Dock Usage Rule . . . . 27

Examples of Dock Usage Rules . . . 30

Location Docks - Dock Calendar Page . . . 31

Add Location - Partner Appointment Scheduling Profile . . . 32

Add Location - Partner Load/Unload Profiles . . . 34

Setting Up Load/Unload Rates for All Docks . . 35

Load/Unload Rate Page . . . 36

Load/Unload Profile Examples . . . 38

Default Load/Unload Profile . . . 38

Dock User Profiles . . . 38

Dock Appointment Alerts . . . 39

Chapter 3. Managing Dock

Appointments. . . 41

Default Docks Tab Settings . . . 41

Docks Tab Buttons . . . 42

Docks Tab - Detail View . . . 43

Searching on the Docks Tab - Detail View . . . 44

Docks Tab - Detail Table . . . 48

Docks Tab - Day View . . . 51

Color Codes on the Docks Tab - Day View . . . 53

Defining a New Appointment . . . 54

New Appointments Page . . . 54

Selecting Locations on New Appointments Page 57 Entering Appointments for New Orders . . . . 58

Entering Appointments for Existing Orders . . . 59

Entering Data for an Existing Order . . . 59

Determining Whether an Order Exists in Kewill Transport . . . 59

Appointments for Shipments . . . 60

Defining Appointments for Single-Stop Shipments . . . 60

Defining Appointments for Multi-Stop Shipments 60 Specifying the Location for a Shipment Appointment . . . 61

Selecting Default New Appointment Settings . . 62

Scheduling an Appointment . . . 62

Scheduling Multiple Appointments . . . 63

Schedule Appointment Page . . . 63

Fields on the Schedule Appointment Page . . . 64

Buttons on the Schedule Appointment Page . . 69

Planned Appointment Time Window . . . 70

Available Time Slots on the Schedule Appointment Page . . . 71

Appointments for Orders that Share a Stop . . . 72

Appointments in Data Exchange . . . 72

Cancel Appointment Page . . . 72

Finding Orders to Make an Appointment . . . . 73

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Chapter 1. Dock Scheduling Overview

The Kewill Transport Dock Scheduling module allows shippers, their carriers, and their suppliers to schedule and manage pickup and delivery appointments at each facility. You can use Dock Scheduling to streamline and automate your shipping and receiving operations.

After your shipper administrator sets up the dock calendar and options, you can search for both scheduled and unscheduled shipments and orders. You can also view the daily dock schedules. If they have access, your carriers and suppliers can make pickup and delivery appointments at your docks.

Similar to all Kewill Transport modules, your shipper organization can configure Dock Scheduling to match your dock requirements and workflow. When you set up your docks, you can limit access to a specific dock to a specific shipper or equipment type, specify the calendar to use for shipping activities, or close docks for maintenance.

Dock Scheduling Prerequisites

You can only configure Dock Scheduling for locations that are owned by your shipper organization.

You cannot define docks for locations that are owned by customers, suppliers, or third-party organizations.

When you create a location in Kewill Transport, you set the Location Ownership setting to Owned.

Dock Scheduling Features

Shippers and carriers can use a wide variety of features to manage their dock scheduling process.

The shipper administrator can configure Dock Scheduling to perform the following tasks:

Dock Calendars

Your docks can open earlier and close later than the front office hours to support your shipping and receiving operations. You can also schedule the docks to be open on weekends when the front office is closed.

Reserving Docks

You can direct traffic for a specific carrier to a dock that is reserved for its use only.

Similarly, you can set up a dock with owner-only visibility to reserve that dock for your organization's use.

Equipment Types

You can restrict equipment types, such as refrigerated trucks, to a specific dock.

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You can direct shipping and receiving activities to separate docks. For specific docks, you can allow both pickups and deliveries.

Carriers and Suppliers

You can control which carriers and suppliers can make appointments at each location. You control access by defining partner appointment scheduling profiles.

Loading and Unloading Rates

You can define the maximum number of pickups and deliveries your suppliers can make at your docks. You control access by defining load/unload profiles.

You can also select default appointment durations and loading/unloading rates for common shipment types.

Dock Appointment Windows

You can define the time frames you use in dock schedules. For example, you might allow appointments every 30 minutes, 60 minutes, or 90 minutes. You can also block out break times for your staff.

Appointment Rules

You can set up rules to control how carriers and suppliers make appointments:

v _{You can require carriers and suppliers to make pickup or delivery} appointments at the dock location.

v _{You can require that appointments be scheduled within the pickup or} delivery window, or allow appointments to be made before or after the window. For example, some shippers might allow a carrier to make a pickup appointment at 10:30 a.m., even though the planned departure window begins at 11 a.m.

v _{You can control when users can create and update dock appointments.} For example, you might allow carriers to make a delivery appointment 8 hours before arrival and update it with changes until 4 hours before arrival.

Defining Dock Profiles

You can quickly set up multiple docks that all use the same settings at a location.

You can also copy an existing dock profile to create a new dock.

After configuration, shippers and carriers can use Dock Scheduling to perform the following tasks:

v _{Create, update, and cancel dock appointments.}

v _{Search for scheduled and unscheduled orders and shipments.} v _{Find specific orders in a pickup or delivery shipment for scheduling.} v _{View shipment details directly from appointments and update the status.}

v _{Subscribe to alerts and have Kewill Transport send an email when appointments} are made, changed, or are late.

In addition, shippers can view daily dock schedules for all docks to determine availability. Carriers can only view scheduled and unscheduled shipment listings. Carriers cannot access daily dock schedules.

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Kewill Transport Calendar Features

Shippers can define separate calendars for their organization, locations, and docks. These calendars provide the flexibility to manage the shipping operations for their organization.

Shippers can define the following calendars and calendar rules in Kewill Transport:

Working Calendar

Use the working calendar to define the default schedule for your

organization. This calendar shows when the main offices at your locations are open.

You define the working calendar in Step 1 of Shipper Configuration. You define the hours of operation for your offices and the holidays that your offices are closed.

Kewill Transport uses the working calendar as the default schedule for each location work week calendar.

Location Work Week Calendar

When you define each location, you define the location work week calendar. Some organizations refer to this calendar as the dispatching calendar or the front-office calendar.

By default, the work week calendar for each location uses the same schedule as the working calendar that you defined in Step 1 of Shipper Configuration.

The following example shows how you can set up a separate schedule for a single location:

v _{The working calendar for your organization shows that your facilities} are open Monday through Friday from 8 a.m. to 5 p.m. The facilities are closed on Saturday and Sunday.

v _{You define a location that is open Monday through Friday from 7 a.m.} to 5 p.m. and Saturday from 7 a.m. to 11 a.m.

Default Operational Calendar

Use the optional operational calendar to define the default shipping and receiving schedule for your locations. This calendar shows when your locations are open for pickups and deliveries.

You define the operational calendar in Step 1 of Shipper Configuration. Kewill Transport applies the default calendar to locations that do not have their own operational calendar rules.

Location Operational Calendar

Use the location operational calendar to define the schedule that the location is open for shipping and receiving operations. Some organizations refer to this calendar as the back-office calendar.

For example:

v _{The work week calendar for a location shows that the dispatching office} is open Monday through Friday from 8 a.m. to 5 p.m.

v _{You define an operational calendar rule for the location, which shows} that the warehouse and docks are open Monday through Saturday from 7 a.m. to 10 p.m.

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If you are going to define docks at a location, you must set up at least one operational calendar rule or one all docks calendar rule. Kewill Transport does not use the location work week calendar to manage the dock schedules.

You can define multiple operational calendar rules. For example, you might set up a rule to close a location for a single day so you can perform scheduled maintenance. Your carriers, customers, and suppliers cannot make appointments for that day.

All Dock Calendar Rules

Use all dock calendar rules to add restrictions that apply to all the docks at a single location.

For example:

v _{You have a major shipping day at the end of the fiscal quarter. You want} to assign every dock at the location as a shipping dock.

v _{You define a dock calendar rule for that single day and set the Dock}

Typeto Shipping. Your carriers and suppliers will not be able to make delivery appointments at the location that day.

When you set up a location operational calendar rule or an all dock

calendar rule, you define the same settings. Use an all dock calendar rule if you want to modify the calendar for the docks at the location, without changing the calendar of the location.

For example, you might want to close all the docks at a location but want the location to remain open.

Individual Dock Calendar Rules

When you set up a dock profile, you can define dock calendar rules that only apply to that dock. You can set up these calendar rules if you want the dock to have a different schedule from other docks at the location. For example:

v _{You set up an operational calendar rule for this location. By default, the} docks are open every day from 8:00 a.m. to 5:00 p.m.

v _{You set up a calendar rule for one dock to make the dock available from} 7:00 a.m. to 4:00 p.m. Tuesday through Saturday. You set up a second rule to close the dock on Sunday and Monday.

Icons Used in This Guide

The following table describes the icons that are used in this guide.

Icon Name Description Shipping

Dock

Shows that the appointment is a pickup at a shipping dock.

Receiving Dock

Shows that the appointment is a delivery at a receiving dock.

Select Click this icon to select an area or location.

Selected

After you select an area or location, the icon changes to the icon.

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Icon Name Description

Add Row Click this icon to add another row to a table in Kewill Transport.

Create Click this icon to create a new location, area, or member list.

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Chapter 2. Configuring Dock Scheduling

You define a location for each facility you want to use in Kewill Transport. You can define docks at locations that belong to your company.

For example, an outbound shipper delivers products to its customers. The shipper defines the following locations:

v _{The shipper's plants or factories. Shipments depart from these locations.} v _{Customer warehouses or distribution centers. The shipper delivers to these}

locations.

You can define only shipping and receiving docks for locations that are owned by your organization. You cannot define docks for locations that are owned by a customer, supplier, or third party.

Defining a location in Kewill Transport is a multi-step process. When you add a location, you define the general location profile and then define the dock profile. The following illustration shows the process for defining a location that has docks. The illustration shows how to navigate the location setup process in Step 2 of Shipper Configuration.

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Process for Defining Locations With Docks

When you define a location in Kewill Transport, you can configure the docks at that facility.

About this task

You define locations and docks in Step 2 of Shipper Configuration. For general information about the location setup process, see the Kewill Transport Shipper Configuration Guide.

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Procedure

To add a new location and configure the dock profile, follow these steps:

1. Open the Set Up Locations page and click Add. The Add Location page opens: a. Define the location address and other settings.

b. Set the Location Ownership field to Owned.

2. Click Continue to open the Add Location - Work Week Calendar page. Use this page to define the hours of operation and days when the location is closed. Some organizations refer to this calendar as the dispatching calendar or the front-office calendar.

3. Click Continue to open the Add Location - Appointments and Calendar Rules page.

Use this page to define the following settings: v _{Location contact}

v _{Transportation modes that can make pickups and deliveries} v _{Appointment restrictions}

v _{Calendar rules that are more precise than the work week calendar you} defined in Step 2

4. Define the docks and the dock usage rules for this location. The dock usage rules control when your carriers, customers, and suppliers can use this dock. You can also define a calendar that applies only to this dock.

Use the following pages to define docks, dock usage rules, and a dock calendar:

v _{Add Location - Docks page}

v _{Location Docks - Dock Usage Rules page} v _{Location Docks - Add Dock Usage Rules page} v _{Location Docks - Dock Calendar page}

5. When you are done defining docks, click Continue on the Add Location -Docks page to open the Add Location - Partner Appointment Scheduling Profile page.

Use this page to define the carriers, customers, and suppliers that can make dock appointments at this location.

6. Click Continue to open the Add Location - Partner Load/Unload Profiles page. Then click Add to open the Load/Unload Rate page. You can define loading and unloading profiles for the docks at this location.

For example:

v _{A supplier can make up to 12 delivery appointments per day at this location.} v _{Pallets can be unloaded at a rate of 25 per hour.}

v _{Slipsheets can be unloaded at a rate of 22 per hour.} v _{Floor shipments can be unloaded at a rate of 65 per hour.}

v _{The location can handle 48-foot and 53-foot dry vans, but cannot accept} 57-foot dry vans.

Related concepts:

“Kewill Transport Calendar Features” on page 3

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shipper organization.

Add Location Page

On the first page of the Add Location process, you define general settings for the facility.

For example, you can specify the following entries: v _{Location address}

v _{Pool point and cross dock settings} v _{Stop priorities}

After defining the basic location information, set the Location Ownership field to

Owned. You can only define docks and for locations you own.

For more information about the settings on the first Add Location page, refer to the Kewill Transport Shipper Configuration Guide.

When you finish defining the fields on this page, click Continue to define the work week calendar for the facility.

Add Location - Work Week Calendar

Use the Add Location - Work Week Calendar page to define the work week calendar for this location. Some organizations refer to this calendar as the dispatching calendar or the front-office calendar.

The Add Location - Work Week Calendar page is the second step of the Add Location process. This page opens when you click Continue on the Add Location page.

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Location Work Week

You can define the daily schedule for this location.

Kewill Transport automatically uses the time zone for this location when it calculates the location schedule. For example, a location in Baltimore would show as being open 9 a.m. to 5 p.m. EST. A location in Chicago would show as being open 9 a.m. to 5 p.m. CST.

To specify that the location is closed for a day, set the times to dashes as shown here: - - - to - - -.

Location Holidays

Use the following buttons to add or remove a location holiday:

Add

Opens the Add Holiday page, where you specify a date that this location is closed.

Remove

Deletes a holiday that you defined for this location.

When you finish defining the location schedule, you have the following options: v _{Click Continue to define a location contact, appointment restrictions, and other}

settings.

v _{Click Back to return to the previous page.}

v _{Click Cancel to exit without saving your location profile.}

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Defining Appointments and Calendar Rules

When you set up a location, you can define appointment restrictions and calendar rules that control dock appointments at the facility. You can also enter a contact person for the location.

About this task

Use the Add Location - Appointments and Calendar Rules page to define the shipping and receiving schedule for this location. If you do not set up any calendar rules, Kewill Transport uses the location work week calendar to manage

appointment scheduling.

Procedure

To define appointment and calendar rule settings, follow these steps:

1. Open the Add Location - Appointments and Calendar Rules page. This page is the third step in the Add Location process and the page opens when you click

Continueon the Add Location - Work Week Calendar page.

2. Enter the name and telephone number for the contact person at this location. 3. Select the transportation modes that can make pickups and deliveries at this

location.

4. Under Appointment Restrictions, select the settings to use for dock

appointments at this location. Kewill Transport uses these settings to determine when appointments can be scheduled.

These restrictions only apply to the docks at this location. If you do not set up any docks, Kewill Transport does not use these restrictions.

5. Under Location Operational Calendar Rules, you can manage the shipping and receiving schedule for the location. Some shippers refer to the operational calendar as the back-office calendar. This schedule can be different from the location work week calendar, which is referred to as the front-office calendar. 6. Under All Dock Calendar Rules, you can set up scheduling rules that are used

for all docks at the location. The dock calendar rules allow you to define the dock schedule with more precision than the operational calendar you defined in Step 5.

7. When you finish defining the settings on this page, you have the following options:

v _{Click Save to create the location profile.}

v _{Click Continue to open the Add Location - Docks page, where you can} define the docks at this location. The Continue button appears for locations that your organization owns.

v _{Click Back to return to the previous page.}

Add Location - Appointments and Calendar Rules

Use the Add Location - Appointments and Calendar Rules page to define a location contact, appointment restrictions, and calendar rules.

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The Add Location - Appointments and Calendar Rules page is the third step of the Add Location process. This page opens when you click Continue on the Add Location - Work Week Calendar page.

General Settings for Appointments and Calendar Rules

Define the following general settings on the Add Location - Appointments and Calendar Rules page:

Contact

Enter the contact person for this location. You can type in the name of a Kewill Transport user or a contact person who does not log on to Kewill Transport.

Contact Phone

Enter the telephone number for the location contact.

Supported Modes

Select the transportation modes that can make pickups and deliveries at the location.

This field is optional. If you do not select any modes, the location is available to all transportation modes.

Appointment Restrictions

Use the Add Location - Appointments and Calendar Rules page to define settings that control and restrict dock appointments.

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Define the following appointment restriction settings:

Pickup Appointment Required

Specify whether you require carriers to make an appointment for pickups at this location.

If you select Yes, Kewill Transport sends an EDI 204 shipment update transaction to the carrier when a shipment is tendered. The transaction includes the dock contact information and provides a reminder to schedule the appointment.

Delivery Appointment Required

Specify whether you require carriers to make an appointment for deliveries to this location.

If you select Yes, Kewill Transport sends an EDI 204 shipment update transaction to the carrier when a shipment is tendered. The transaction includes the dock contact information and provides a reminder to schedule the appointment.

Dock Plan Window Option

Specify whether carrier appointments are required to fit within the planned departure window or planned arrival window of a shipment.

Select one of the following options:

Ignore plan window

Kewill Transport does not restrict carrier appointment times, based on the planned departure or arrival window. The carrier can make an appointment that is outside of the planned window.

Must be within plan window

The appointment time must be within the start and end of the planned departure or arrival window.

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The appointment time must be the same as or later than the start of the planned departure or arrival window.

Must not follow plan window

The appointment time must be the same as or earlier than the end of the planned departure or arrival window.

Dock Lead Time Option

Specify whether you require carriers to create a dock appointment a certain amount of time before the planned departure or arrival window.

You have the following options:

v _{Select No lead time requirement. There is no restriction on when the} carrier can create a dock appointment.

v _{Select a specific lead time, such as 8-hour lead time requirement.} For example:

1. You set the Dock Lead Time Option to 4-hour lead time requirement. 2. You create a shipment with a planned departure window that begins at

2 p.m. on 15 May.

3. The carrier must create the pickup appointment no later than 10 a.m. on 15 May.

Use the Dock Lead Time Option to control when your carriers set up new dock appointments. Use the Appointment Edit Lead Time setting to control when carriers can change an appointment.

Dock Calendar Option

If you define the Dock Lead Time Option, select which calendar Kewill Transport uses to calculate the lead time:

Work Week Calendar

Kewill Transport uses the work week calendar for the location to determine dock appointment requirements.

Operational Calendar

Kewill Transport uses the operational calendar rules for the location to determine dock appointment requirements.

Some shippers select Work Week Calendar so they can block carriers from making dock appointments for a time when the dispatching office is closed. For example:

v _{The docks at this location are open 24 hours a day, seven days a week.} v _{Your dispatching office is open from 7 a.m. to 7 p.m. Monday through}

Friday and is closed on weekends.

v _{You set the Dock Calendar Option to Work Week Calendar. You also} set the Dock Lead Time Option to 4 hours.

v _{The carrier makes an appointment Sunday night for Monday. The} earliest appointment the carrier can make is 11 a.m. Monday. The working calendar states that the dispatching office is closed Sunday and opens at 7 a.m. Monday. Kewill Transport adds the 4-hour lead time to the 7 a.m. start time to calculate an 11 a.m. appointment.

Earliest Appt Time

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For example:

v _{You define the work week so that your location opens at 7 a.m. every} day.

v _{You define the Earliest Appt Time as 9 a.m. You do not want carriers to} make appointments before 9 a.m. at this location.

If you selected Operational Calendar as the Dock Calendar Option, you do not set the Earliest Appt Time.

Appointment Edit Lead Time

You can restrict carriers from changing a dock appointment a specific amount of time before the current appointment.

Set the Appointment Edit Lead Time to a specific number of minutes, hours, or days.

For example:

1. You set Appointment Edit Lead Time to 2 hours.

2. The carrier schedules a dock appointment for 3 p.m. on 15 May. 3. The carrier cannot change the appointment after 1 p.m. on 15 May. The default value for Appointment Edit Lead Time is 0 minutes. This default setting means that there is no restriction on when the carrier can edit a dock appointment. The carrier can update the appointment at any time.

If the shipper wants to restrict when carriers can edit a dock appointment, the shipper has to set Appointment Edit Lead Time to a non-zero value. The Appointment Edit Lead Time option is different from the Dock Lead

Time Option:

v _{The Dock Lead Time Option specifies when the carrier must make the} original appointment.

v _{The Appointment Edit Lead Time specifies when the carrier can update} an appointment.

Tip: The Appointment Edit Lead Time restriction only applies to carriers. Your shipper users can still edit dock appointments after the Appointment Edit Lead Time expires. You might want to instruct your carriers to contact you if they are unable to change an appointment.

Location Operational Calendar Rules

Use the location operational calendar to define when the location is open for shipping and receiving operations. Some organizations refer to this calendar as the back-office calendar.

For example:

v _{The work week calendar for the location shows that the dispatching office is} open Monday through Friday from 8 a.m. to 5 p.m.

v _{You define an operational calendar rule for the location, which shows that the} warehouse and docks are open Monday through Saturday from 7 a.m. to 10 p.m. If you do not define an operational calendar rule for this location, Kewill Transport uses the default operational calendar, which you define in Step 1 of Shipper Configuration.

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You can define multiple operational calendar rules. For example, you might set up a rule to close a location for a single day so you can perform scheduled

maintenance. Your carriers, customers, and suppliers cannot make appointments for that day.

Use the following buttons on the Add Location - Appointments and Calendar Rules page to manage your calendar rules:

Add Rule

Opens the Add Operational Calendar Rule page, where you define a rule.

Edit Rule

Opens the Edit Operational Calendar Rule page, where you can modify a rule. Select a rule and click Edit Rule.

Remove Rule

Deletes a calendar rule. Select the rule and click Remove Rule.

All Dock Calendar Rules

By default, all docks use the location operational calendar rule. You can set up all dock calendar rules to add restrictions to the docks at this location.

For example, you might want to set up different calendar rules for the shipping docks and receiving docks at the location.

Use the following buttons on the Add Location - Appointments and Calendar Rules page to manage your dock calendar rules:

Add Rule

Opens the Add Operational Calendar Rule page, where you define a rule.

Edit Rule

Opens the Edit Operational Calendar Rule page, where you can modify a rule. Select a rule and click Edit Rule.

Remove Rule

Deletes a calendar rule. Select the rule and click Remove Rule.

Add Calendar Rule Page

Use the Add Operational Calendar Rule page and the Add Dock Calendar Rule page to define scheduling rules for your organization, a location, or a dock. You can set up the following calendar rules:

Location Operational Calendar Rule

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To define a location calendar rule, click Add Rule in the Location

Operational Calendar - Rules section of the Add Location - Appointments and Calendar Rules page.

All Dock Calendar Rule

This rule controls the schedule for all docks at a single location.

To define a dock calendar rule, click Add Rule in the All Dock Calendar -Rules section of the Add Location - Appointments and Calendar -Rules page.

Individual Dock Calendar Rule

This rule controls the schedule for a single dock at one location. To define a dock calendar rule, click Add Rule on the Location Docks -Dock Calendar page.

Default Operational Calendar Rule

This rule controls the default shipping and receiving schedule for all of your organization's locations. Kewill Transport applies the default calendar to locations that do not have their own operational calendar rules.

You define the default operational calendar in Step 1 of Shipper Configuration.

You can define multiple calendar rules to create different versions of the calendar. When multiple calendar rules exist for the same dock or location, Kewill Transport uses the effective and expiration dates along with precedence rules to determine which rule is in effect.

Calendar Rule Settings

Define the following settings for your calendar rule:

Effective Date

Enter the effective date for the rule. The default is the current date.

Expiration Date

Enter the expiration date for the rule. The default is the current date.

Recurrence

Select the daily structure for the calendar rule:

Fixed

Select this option to set up a rule for one or more consecutive days. Use the effective and expiration dates to specify the duration of the rule.

Daily

Select this option to use the same calendar every day. The week begins on Sunday and ends on Saturday.

Weekly

Select this option to use the same calendar every day. If you select this option, use Weekly Day Start to specify the first day of the week.

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Select this option to specify a rule that applies to certain days of the week. If you select this option, use the Days of Week check boxes to select the days.

Processing of dock appointments takes into account the weekend calendar of the facility and the dock lead time option you have set up (if any). For example, if the location is closed on weekends and you defined a 4-hour dock lead time option, the carrier must make an appointment 4 hours before closing on Friday for an early Monday morning pickup or delivery.

Weekly Day Start

If you set the Recurrence to Weekly, select the first day of the week. For example, you might set up your calendar to run from Monday through Sunday.

By default, the week starts on Sunday.

Days of Week

If you set the Recurrence to Days of Week, select the check boxes for the days of the week used for this calendar rule.

For example, you might set up one calendar rule for Monday through Wednesday and another calendar rule for Thursday and Friday.

Begin Time

Enter the time the dock or location opens each day that is covered by this calendar rule.

The default is 8:00 a.m.

End Time

Enter the time the dock or location closes each day that is covered by this calendar rule.

The default is 5:00 p.m.

Dock Type

Select the type of dock that is covered by this calendar rule:

Shipping

The docks are for picking up shipments only.

Receiving

The docks are for delivering shipments only.

Both

The docks are both shipping and receiving docks.

Closed

The docks are closed when the calendar rule is in effect.

Standing Appointment Organization

Select an organization if you want to make a standing appointment for that organization.

For example, you might want to reserve a receiving dock for a key supplier every Wednesday from 9 a.m. to 11 a.m.

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If you set up a standing appointment for an organization, other organizations cannot make a dock appointment during this time slot. The organizations you can select are the ones that are allowed to make dock appointments at your locations. You can set up this dock

appointment option in Network Relationships (Step 1 of Shipper Configuration).

After you select an organization, click Standing Appt Organization to view details about that organization.

When you finish, click Save to create the calendar rule.

Calendar Rule Precedence

You can define multiple calendar rules and use the effective and expiration dates to create different versions of your calendar. These calendar rules allow you to adjust the schedule to manage the day-to-day activities at this dock or location. If you set up multiple calendar rules for the same dock or location, Kewill Transport uses the effective and expiration dates to determine which rule is in effect.

If the effective and expiration dates of the rules overlap, Kewill Transport uses the following process:

v _{A rule with the Dock Type set to Closed has the highest precedence.}

v _{A rule that specifies a standing appointment has the next highest precedence.} v _{For rules that have a Dock Type of Shipping, Receiving, or Both, Kewill}

Transport processes the rules in the order they were created.

To avoid confusion, make sure that any overlapping calendar rules consist only of an open rule and a closed rule. If open rules overlap, Kewill Transport uses the creation date of the rules and not the effective and expiration dates to determine precedence.

The following example shows how Kewill Transport processes open and closed calendar rules that overlap:

1. You define a general calendar rule for a dock. The effective date is 1 January 2014 and the expiration date is 31 December 2014.

2. You have to close the dock for maintenance. You define the following calendar rule:

v _{The effective date is 13 August 2014 and the expiration date is 15 August} 2014.

v _{The Dock Type field is set to Closed.}

3. Kewill Transport uses the calendar rules to define the dock schedule: v _{The dock is open from 1 January 2014 to 12 August 2014.}

v _{The dock is closed from 13 August 2014 to 15 August 2014.} v _{The dock is open from 16 August 2014 to 31 December 2014.}

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Add Location - Docks Page

Use the Add Location - Docks page to set up the docks for a location.

The Add Location - Docks page is the fourth step of the Add Location process. This page opens when you click Continue on the Add Location - Appointments and Calendar Rules page.

Use the buttons on the Add Location - Docks page to manage your dock profiles:

Add

Opens the Add Dock page, where you can create a dock profile.

Add Many

Opens the Add Many Docks page, where you can quickly create multiple dock profiles.

Edit

Opens the Edit Dock page, where you can update a dock profile. Select a dock and click Edit.

Copy

Opens the Copy Dock page, where you can copy a dock profile and create another dock profile. Select a dock and click Copy.

When you finish defining the docks for this location, you have the following options:

v _{Click Save to save your location profile.}

v _{Click Continue to set up a Partner Appointment Scheduling Profile for this} location.

v _{Click Back to return to the previous Add Location page.} v _{Click Cancel to exit without saving your location profile.}

“Dock Scheduling Prerequisites” on page 1

You can only configure Dock Scheduling for locations that are owned by your shipper organization.

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Adding a Dock Profile

About this task

You can add a single dock profile.

If an existing dock is similar to the dock profile you want to add, you can also copy that dock profile to create a new one.

Procedure

To add a new dock at a location, follow these steps: 1. On the Add Location - Docks page, click Add.

2. When the Location Docks - Add Dock page opens, select the dock profile settings to use.

For more information, see “Dock Profile Settings” on page 23.

3. When you finish defining the dock profile, you have the following options: v _{Click Save to create the dock profile and return to the Add Location - Docks}

page.

v _{Click Continue to open the Dock Usage Rules page, where you can set up} additional rules to restrict the operation of the dock.

Adding Multiple Docks

About this task

You can add multiple docks that all use the same settings. You can edit individual docks later if you want to change specific settings.

Procedure

To add multiple dock profiles at a location, follow these steps: 1. On the Add Location - Docks page, click Add Many.

2. When the Location Docks - Add Many Docks page opens, define these settings:

Number to Create

Specify how many docks you want to add.

Sequence Start (For Names)

Specify the number for the first dock. Kewill Transport assigns the other docks numbers in order.

3. Select additional profile settings for the new set of docks. For more information, see “Dock Profile Settings” on page 23. 4. When you finish defining the docks, you have the following options:

v _{Click Save to create the dock profiles and return to the Add Location - Docks} page.

v _{Click Continue to open the Dock Usage Rules page, where you can set up} additional rules to restrict the operation of the docks.

Editing a Dock Profile

Procedure

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1. On the Add Location - Docks page, select the dock profile you want to update and then click Edit.

2. When the Location Docks - Edit Dock page appears, change the settings. For more information, see “Dock Profile Settings.”

3. When you finish updating the dock profile, you have the following options: v _{Click Save to update the dock profile and return to the Add Location}

-Docks page.

v _{Click Continue to open the Dock Usage Rules page, where you can set up} additional rules to restrict the operation of the dock.

Copying a Dock Profile

About this task

You can copy a dock profile and use it to quickly create a new dock.

Procedure

To copy the settings from a dock to create a new dock, follow these steps: 1. On the Add Location - Docks page, select the dock profile you want to copy

and then click Copy.

2. When the Location Docks - Copy Dock page appears, modify any settings that you want to change for the new dock.

For more information, see “Dock Profile Settings.”

3. When you finish defining the dock profile, you have the following options: v _{Click Save to create the new dock profile and return to the Add Location}

-Docks page.

v _{Click Continue to open the Dock Usage Rules page, where you can set up} additional rules to restrict the operation of the new dock.

Dock Profile Settings

When you define a dock, you select the settings that control how the dock is used. For example, you can set up a shipping dock or receiving dock.

Define the following settings on the Add Dock, Add Many Docks, Edit Dock, and Copy Dock pages:

Name

Enter the dock identifier. Your carriers, customers, and suppliers will see this name or number when they make dock appointments in Kewill Transport.

This field is not displayed on the Location Docks - Add Many Docks page.

Number to Create

On the Add Many Docks page, specify how many docks you want to create.

Sequence Start (For Names)

On the Add Many Docks page, specify the number for the first dock. For example:

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v _{Kewill Transport creates docks 10, 11, 12, 13, and 14.}

Your carriers, customers, and suppliers see these dock numbers when they make appointments in Kewill Transport.

Type

Specify how the dock will be used. You can select the following options:

Shipping

This dock is for picking up shipments only.

Receiving

This dock is for delivering shipments only.

Both

This dock is both a shipping and receiving dock.

Closed

The dock is closed. Your carriers, customers, and suppliers cannot make appointments at this dock.

Dock Levelers

Select whether dock levelers are available.

Dock levelers raise or lower the dock to the height of the trailer. These devices are useful for freight that requires a pallet-moving device.

Use Location Calendar

Specify whether the dock uses the same schedule and hours of operation as the location operational calendar. If no location operational calendar rule is set up, the location work week calendar is used.

Yes

The dock uses the same calendar as the location. For example, if you add a holiday for the location, Kewill Transport automatically applies the same holiday to the dock.

No

You will define a separate calendar for this dock. For example, the location is open Monday through Saturday, but the dock is only open Monday through Friday.

Note: If you set Use Location Calendar to No, you must define a dock calendar. If you do not define a calendar, users cannot make appointments at the dock.

Owner-Owned Visibility

Select whether your carriers, customers, and suppliers can make appointments at this dock:

Yes

Only your organization can make appointments at this dock. Your carriers, customers, and suppliers cannot make appointments.

No

Other organizations can make appointments at this dock. The default setting is No.

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Dock Interval

Specify the amount of time displayed on the dock schedule for each appointment.

You can select entries such as 180 Minutes, 120 Minutes, 90 Minutes, or 60

Minutes.

Equipment

Specify the equipment that is supported for this dock.

For example, some docks might accommodate a 48-foot dry van but not a 53-foot dry van.

You have the following options:

v _{Click Add to select a new equipment type or size.} v _{Click Edit to change your settings.}

v _{Click Delete to remove the equipment from your dock profile.} You must specify at least one equipment type. If the dock supports all equipment types, you can select *All.

When you finish defining the dock profile, you have the following options: v _{Click Save to create the dock profile and return to the Add Location page.} v _{Click Continue to open the Dock Usage Rules page, where you can set up}

additional rules to restrict the operation of the dock.

Defining Dock Usage Rules

You can define the usage rules for each dock. For example, you might want to reserve a dock for exclusive use for unloading shipments from a key supplier.

About this task

You can define one or more dock usage rules for each dock at a location. By default, Kewill Transport applies the rules to all shipments that are picked up or delivered at the dock.

A shipper can override the dock usage rules for a single shipment. To use this feature, set the Override Rule option to Yes on the Schedule Appointment page. For example, a dock is set up for exclusive use by a single carrier. A shipper user can override the rule for a single shipment and allow another carrier to use the dock.

Procedure

To define a dock usage rule, follow these steps:

1. Complete the dock profile on the Add Dock, Add Many Docks, Edit Dock, or Copy Dock page.

2. Click Continue to open the Location Docks - Dock Usage Rule page. 3. Set the Rule Type to Exclusive Use or Restrictive Use:

Exclusive Use

You can set up a dock that only one organization or a list of organizations can use.

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Restrictive Use

You can set up a dock and specify one of the following options: v _{The organizations specified in the rule must always use this dock}

when picking up or delivering shipments at this location.

v _{The organizations specified in the rule cannot use this dock when} picking up or delivering shipments at this location.

4. Click Add Rule to open the Location Docks - Add Dock Usage Rule page: a. Select the Type for this dock rule. The values that are available depend on

the Rule Type you selected in Step 3.

b. Under Filtering, select the filter settings to use for this rule. For example, you only want to apply the rule to truckload shipments that are being delivered from a specific area.

c. Define the Role if you want to apply the rule to specific organizations. For example, you can apply the rule to a list of carriers or suppliers.

d. Select a reference field to only apply the rule to shipments with the specified reference field value.

e. Click Save to save your rule and return to the Dock Usage Rules page. 5. When you finish setting up dock usage rules, you have the following options:

v _{Click Save on the Dock Usage Rules page to complete your dock profile and} return to the Add Location - Docks page.

v _{Click Continue to define a dock calendar for this dock. The Continue button} is displayed if you set Use Location Calendar to No when you defined the dock.

Location Docks - Dock Usage Rules Page

Use the Location Docks - Dock Usage Rules page to control when your carriers, customers, and suppliers can use this dock. This page appears when you click

Continueon the Add Dock, Add Many Docks, Edit Dock, or Copy Dock page.

Dock usage rules give you flexibility to control which organizations can use a dock and the types of shipments that are handled at a dock.

For example, you might set up the following usage rule for a dock: v _{The rule only applies to Carrier ABCD.}

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v _{The rule specifies your Chicago manufacturing plant as the origin filter. Carrier} ABCD must use this dock when it delivers shipments from your Chicago plant to this location.

Set the Rule Type to either Exclusive Use or Restrictive Use:

Exclusive Use

You can set up a dock that only one organization or a list of organizations can use.

For example, you might restrict a receiving dock so that only certain suppliers can make deliveries. These suppliers are free to use other docks, but all appointments at this dock are reserved for these suppliers.

Restrictive Use

You can set up a dock and specify one of the following options:

v _{The organizations specified in the rule must always use this dock when} picking up or delivering shipments at this location.

v _{The organizations specified in the rule cannot use this dock when} picking up or delivering shipments at this location.

Use the following buttons on the Dock Usage Rules page to manage the usage rules for this dock:

Add Rule

Opens the Add Dock Usage Rule page, where you can create a rule for this dock.

Edit Rule

Opens the Edit Dock Usage Rule page, where you can update a rule for this dock. Select the rule and click Edit Rule.

Remove Rule

Deletes the dock usage rule. Select the rule and click Remove Rule. When you finish setting up dock usage rules, you have the following options: v _{Click Save to save your dock profile and return to the Add Location page.} v _{Click Continue to define a dock calendar for this dock. The Continue button is}

displayed if you set Use Location Calendar to No when you defined the dock. v _{Click Back to return to the previous page.}

v _{Click Cancel to exit without saving your dock profile.}

Location Docks - Add Dock Usage Rule

Use the Location Docks - Add Dock Usage Rule page to set up a rule to control who can make appointments at this dock. You can also specify which types of shipments can be picked up or delivered at this dock.

Exclusive and Restrictive Usage Rules

When you define a dock usage rule, you must select the Type. The entries that appear in the Type field change based on the Rule Type you selected on the Dock Usage Rules page:

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If you set the Rule Type to Exclusive Use on the Dock Usage Rules page, the Type field is automatically set to Exclusive Use.

The Exclusive Use option lets you set up a dock that only specific carriers, suppliers, or customers can use.

For example, you might want to reserve a loading dock for trucks from your largest retailer. Shipments from other organizations cannot use this dock.

The carriers, suppliers, or customers specified in this rule can also make appointments for other docks at this location.

Restrictive Use

If you set the Rule Type to Restrictive Use on the Dock Usage Rules page, you can set the Type field to one of these options:

Must Use

The carriers, suppliers, or customers specified in the rule must use this dock when making pickups or deliveries at this location. They cannot make appointments for other docks at this location.

Shipments from other organizations can also be picked up or delivered at this dock.

Cannot Use

The carriers, suppliers, or customers specified in the rule cannot make an appointment at this dock.

Shipments from other organizations can be picked up or delivered at this dock.

The carriers, suppliers, or customers specified in the rule can make appointments for other docks at this location.

Filters for Dock Usage Rules

You can define the following filters for a dock usage rule:

Origin

Specify an origin if you want to restrict this rule to shipments that are being delivered from the origin to this dock.

For example, you might require that trucks use this receiving dock to unload shipments from your Chicago manufacturing plant.

After you select an origin, you can click the Origin link to view details about that location.

Destination

Specify a destination if you want to restrict this rule to shipments that are being picked up at this dock and then delivered to the destination.

For example, you might require that carriers use this shipping dock if they are picking up shipments to be delivered to your Cleveland distribution center.

After you select a destination, you can click the Destination link to view details about that location.

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Select a carrier if you want the dock usage rule to apply to a single carrier. For example, you might want to specify that a certain carrier cannot make appointments at this dock.

After you select a carrier, you can click the Carrier link to view details about that organization.

Tip: If you want to set up a rule for multiple carriers, leave the Carrier field blank and use the Member List setting to select a group of carriers.

SCAC

If you select a carrier for the rule, you can restrict the rule to a specific SCAC.

For example, you might want to specify that the refrigerated tanker fleet for your carrier must use this dock.

By default, the standard SCAC for the carrier is selected.

Mode

Select a transportation mode if you want to restrict the rule to that mode. For example, you could define different dock usage rules for truckload, LTL, or parcel shipments.

Priority

Select a shipment priority if you want to restrict the dock to shipments with that priority. Each Kewill Transport shipper defines its own shipment priorities.

For example, you could set up a dock that is only used for high-priority shipments.

After you select a priority, you can click the Priority link to view details about this entry.

Movement Type

Select a movement type, such as Outbound or Interplant, if you want to restrict the dock to shipments that use that movement type.

For example, you might want to reserve a dock for interplant shipments between this location and another facility owned by your organization.

Member Lists for Dock Usage Rules

You can assign a member list to a dock usage rule. The rule will apply to all the carriers, suppliers, or customers in the list.

To assign a member list to the rule, follow these steps: 1. Click the Add Row icon to add a member list row. 2. Set the Role to Carrier, Customer, Supplier, or Partner.

3. Select an entry from the Member List or click the Create icon to define a member list.

4. Repeat Steps 1 through 3 to add another member list to the rule. For example, you could set up one dock usage rule that applies to both customers and suppliers.

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Reference Fields for Dock Usage Rules

You can assign a reference field to this dock usage rule. The rule will only apply to shipments that have that reference field and value.

For example, you might want to reserve this dock for shipments that use the same Export Reference Number.

To assign a reference field to the rule, follow these steps: 1. Click the Add Row icon to add a reference field row. 2. Select a reference field from the Label list.

3. Type an entry in the Value field.

The entries are not case sensitive. For example, you can enter the purchase order number PO_12345 and Kewill Transport will apply the dock usage rule to a shipment that has the purchase order number po_12345.

4. Repeat Steps 1 through 3 to add another reference field to the rule.

Examples of Dock Usage Rules

The following dock configurations provide examples of exclusive and restrictive dock usage rules.

Dock Rule Setup

In this example, the shipper sets up the following docks at one distribution center:

Dock 1

There are no dock usage rules defined.

Dock 2

Carrier AAAA has exclusive use of the dock. No other carriers can make an appointment at Dock 2.

Dock 3

Carrier BBBB must use this dock. Carrier BBBB cannot make appointments at other docks.

Other carriers can also make appointments at Dock 3.

Dock 4

Carrier CCCC cannot use this dock. Carrier CCCC can make appointments at other docks.

Dock Rule Results

Based on the dock usage rules, carriers can make appointments at the following docks:

v _{Carrier AAAA can make appointments at Dock 1, Dock 2, Dock 3, and Dock 4.} v _{Carrier BBBB can make appointments at Dock 3.}

v _{Carrier CCCC can make appointments at Dock 1 and Dock 3.}

v _{Carrier DDDD, which is not specified in any of the dock usage rules, can make} appointments at Dock 1, Dock 3, and Dock 4.

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Overriding Dock Rules

A shipper can override the dock usage rules for a single shipment. To use this feature, the shipper sets the Override Rule option to Yes on the Schedule Appointment page.

Using the same example, there is no restriction for picking up or delivering the shipment at the four docks. If one of the carriers is transporting this shipment, it can make an appointment at any of the docks:

v _{Carrier AAAA can make appointments at Dock 1, Dock 2, Dock 3, and Dock 4.} v _{Carrier BBBB can make appointments at Dock 1, Dock 2, Dock 3, and Dock 4.} v _{Carrier CCCC can make appointments at Dock 1, Dock 2, Dock 3, and Dock 4.} v _{Carrier DDDD can make appointments at Dock 1, Dock 2, Dock 3, and Dock 4.}

Location Docks - Dock Calendar Page

Use the Location Docks - Dock Calendar page to define a calendar that only applies to one dock.

To define a calendar for a dock, follow these steps:

1. Set Use Location Calendar to No on the Location Docks - Add Dock page. You do not want to use the location calendar for this dock.

2. After you save your dock, click Continue on the Dock Usage Rules page. The Location Docks - Dock Calendar page opens.

3. To define a calendar rule for this dock, click Add. The Add Operational Calendar Rule page opens.

For more information, see “Add Calendar Rule Page” on page 17.

4. After you define the calendar rule, click Save on the Location Docks - Dock Calendar page. Kewill Transport creates the dock calendar and saves the dock profile. You are returned to the Location - Docks page, where you can save your location profile or define a Partner Appointment Scheduling Profile for the location.

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Add Location - Partner Appointment Scheduling Profile

Use the Add Location - Partner Appointment Scheduling Profile page to define which carriers and suppliers can make dock appointments at this location. You can also define settings that control the appointment start and end times.

The Add Location - Partner Appointment Scheduling Profile page is the fifth step of the Add Location process. This page opens when you click Continue on the Add Location - Docks page.

By default, a carrier or supplier is listed on this page if you already enabled that organization to make dock appointments at your locations. You can set up this dock appointment option in Network Relationships (Step 1 of Shipper

Configuration).

Use the following buttons to manage your partner appointment scheduling profile:

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Opens the Relationships page, where you can set up a carrier or supplier to make dock appointments at this location.

Remove

Select an organization and click Remove if you do not want it to make dock appointments at this location.

For example:

1. You have a supplier that makes deliveries to almost all of your locations. However, it does not deliver to this location.

2. In Network Relationships, you specify that the supplier can make dock appointments at all your locations.

3. For this location, you remove the supplier so that it cannot make dock appointments here.

You can also define settings that control how Kewill Transport calculates and communicates appointment start and end times:

Appointment Start

This setting allows you to schedule a dock for a different time frame than the time frame you communicate to the carrier. You can specify whether the carrier should arrive before or after the start time of the dock appointment.

Enter the amount of time (hours or minutes) and then select one of the following options:

Before Dock Appointment Start Time

Adjust the appointment start time sent to the carrier by the specified amount of time before the dock appointment starts.

After Dock Appointment Start Time

Adjust the appointment start time sent to the carrier by the specified amount of time after the dock appointment starts. Kewill Transport books the appointment for the exact time you select during scheduling, but adjusts the appointment time that is sent to the carrier by the amount of time you enter.

For example:

v _{You want the carrier to arrive 30 minutes early to complete check-in} paperwork, so you set the Appointment Start value to 30 Minutes and select the Before Dock Appointment Start Time option. When you make an appointment for 2:00 to 3:00, Kewill Transport makes the dock appointment for 2:00 to 3:00, but transmits 1:30 to 3:00 as the

appointment time to the carrier to ensure that they arrive early.

v _{Your refrigerated dock requires preparation before loading or unloading} activities, so you set the Appointment Start value to 1 Hour and select the After Dock Appointment Start Time option. When you make an appointment for 10:00 to 12:00, Kewill Transport books the dock for 10:00 to 12:00 but transmits 11:00 to 12:00 to the carrier to give you time to prepare for their arrival.

Appointment End

Specify how Kewill Transport communicates the end of the appointment window to the carrier. You can select one of the following options:

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Send Dock Appointment End Time

Kewill Transport sends the appointment end time to the carrier.

Not Applicable (Send Dock Appointment Start Time)

Kewill Transport sends only the appointment start time to the carrier. The carrier does not receive the appointment end time. When you finish defining your partner appointment scheduling profile, you have the following options:

v _{Click Save to save your location profile.}

v _{Click Continue to set up a partner load/unload profile for this location.} v _{Click Back to return to the previous page.}

Add Location - Partner Load/Unload Profiles

Use the Add Location - Partner Load/Unload Profiles page to manage the loading and unloading profiles for this location.

The Add Location - Partner Load/Unload Profiles page is the sixth step of the Add Location process. This page opens when you click Continue on the Add Location -Partner Appointment Scheduling Profile page.

The following examples show how a shipper might set up loading and unloading profiles:

v _{Deliveries from Supplier A take up to 4 hours to unload.} v _{Frozen deliveries from Supplier B take up to 3 hours to unload.} v _{All other deliveries take up to 2 hours to unload.}

You only specify load/unload profiles for suppliers, customers, and your organization. You do not specify a profile for a carrier. When a carrier makes a pickup or delivery, Kewill Transport uses one of the following profiles:

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Appointment Description

Pickup For supplier locations, Kewill Transport uses the load/unload profile you defined for the supplier.

The system uses your load/unload profile for pickups at locations owned by your organization.

Delivery For customer locations, Kewill Transport uses the load/unload profile you defined for the customer.

The system uses your load/unload profile for deliveries to locations owned by your organization.

Setting Up Load/Unload Rates for All Docks

About this task

Kewill Transport provides a wide range of options for defining your loading and unloading rates. For example, you can define unique profiles to support the following processes:

v _{Different types of products are loaded or unloaded at a different rate.}

v _{Deliveries from a specific supplier take longer to unload than other deliveries to} this location.

Procedure

To define the loading and unloading rates for a location, follow these steps: 1. On the Add Location - Partner Load/Unload Profile page, use the buttons to

add, edit, or remove a load/unload profile:

v _{Click Add to open the Load/Unload Rate - All Docks page, where you can} define a profile for all docks at this location.

v _{Click Edit to open the Load/Unload Rate - All Docks page, where you can} update the selected load/unload profile.

v _{Click Remove to delete the selected load/unload profile.}

2. When the Load/Unload Rate - All Docks page opens, define the following settings:

v _{Select the member list that applies to the profile. Each load/unload profile} applies to one member list, which can include one or more customers or suppliers.

v _{Select the general settings for the profile.}

v _{Define the Floor, Palletized, and Slipsheet rates for the profile.}

3. Click Save to save your changes and return to the Add Location - Partner Load/Unload Profile page.

4. Repeat Steps 1 through 3 if you want to add additional loading and unloading rates for other member lists.

5. This is the last step of the process for adding a location with docks. After you are done defining load/unload profiles, you have the following options on the Add Location - Partner Load/Unload Profile page:

v _{Click Save to save your location profile.} v _{Click Back to return to the previous page.}

Dock Scheduling Guide

Kewill Transport