new shipment level booking process training (fom)

CATERPILLAR CONFIDENTIAL GREEN

Caterpillar: Confidential Green

New Shipment Level Booking Process Training (FOM)March 2020

Ground Transportation Operations Center of Americas



Your Safety Is Our Primary Concern

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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.



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



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

https://cat.secure.force.com/GTOCOperationsSupplier/

mailto:[email protected]



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



Shipment Capture Booking Process

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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



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



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



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.



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


Caterpillar: Confidential Green17



All footprints occupied whether in part or in full, need to be accounted for when reporting volume



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.)

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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.



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)



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



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 #



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



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

https://cat.secure.force.com/GTOCOperationsSupplier/




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.


new shipment level booking process training (fom)

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